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大汉双林
2023-07-05
Do their opp, will not go wrong
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大汉双林
2021-09-04
…_'
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大汉双林
2021-09-04
\\\jsr
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大汉双林
2021-09-04
,
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大汉双林
2021-07-04
Up up up all the way
大汉双林
2021-07-01
My Best performance stock for June 2021
大汉双林
2021-02-17
Gggg
@大汉双林:Baby step
大汉双林
2021-02-14
Baby step
大汉双林
2021-02-14
Up up n up
大汉双林
2021-02-03
Great ariticle, would you like to share it?
@财经涂鸦:京東方業績預測:淨利同增或超150%,產品或用於iPhone13
大汉双林
2020-12-25
With the apple track record , knowledge , strong design team , pool of engineering expert , strong balance sheet , I can’t see anything can stop apple venture into apple car segment .
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大汉双林
2020-12-21
Ride the wave
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Go to Tiger App to see more news
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13之上,還是一如既往地停留在傳聞中,只能等到官方通報揭曉,不過如真能簽下蘋果,那麼OLED的份額攀升將很快成爲京東方苦苦尋找的“第二增長曲線”。電視大屏方面,2020年下半年以來,全球消費市場中對筆電、TV的需求因疫情居家而旺盛起來,帶動IT/TV類面板出貨加大,供應端","listText":"“市場各尺寸的TV面板的價格漲幅已經超過65%。”作者:寧泊爲編輯:tuya公司情報專家《財經塗鴉》消息,2021年1月30日,京東方A(000725.SZ)發佈了2020年業績預告,2020年實現歸母淨利潤48-51億元,同比增長150-166%,實現扣非利潤25-28億元,去年同期爲虧損11.67億元。拆分來看,在2020第四季度單季,京東方實現歸母淨利23.24-26.24億元,環比增長73.39%-95.78%;實現扣非淨利16.12-19.12億元,環比增長51.50%-79.70%,業績增長符合預期。我們判斷,環比同比實現高增的主要原因來自全球面板市場價格上漲與京東方投建產能的釋放。並綜合了市場的多面信息判斷,京東方在近期出現的股價下挫並非是主營基本面出現問題所致,推斷與美國國際貿易委員會對特定有源矩陣OLED顯示設備及其組件啓動337調查有關,這並非美國第一次對國產面板啓動337調查(TCL電子,2020年10月),因此我們不認爲這項調查會動搖京東方的基本面。要快速理解京東方業績增長的動力,產能方面需分爲兩個角度:智能手機與電視大屏。與智能手機面板對應的是京東方的柔性AMOLED產品,結合此前2020半年報京東方電話會議的內容來看,京東方未來的佈局重心也放在此處。不過雖然該業務已較2019年的產收大幅增長,但其產線尚處於爬坡期,即便已經與華爲簽訂供應,但受下游綁定客戶的銷量下滑影響,這項業務的表現暫時也還有待成長。不過值得一提的是,京東方目前確實已經通過了蘋果認證,後續能否出現在iPhone 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