BOE A (000725.SZ) yakaburitsa rekodhi yehukama hwevaridzi musi wa22 Kukadzi.BOE yakapindura mibvunzo pamitengo yepaneru, kufambira mberi kwebhizinesi reAMOLED uye kuratidzwa kwebhodhi, zvinoenderana nemaminitsi.BOE inotenda kuti panguva ino, huwandu hwehuwandu hwehuwandu hwemabhizimisi huchiri pazinga rakaderera, asi mutengo wepaneti unodiwa wakasimba, saka zvigadzirwa zveLCD zvichava nemukana wekuisa huwandu uye kukwira kwemutengo.
BOE A (000725.SZ) yakapa Investor Relations Record fomu muna Kukadzi 22, 2023.
Mubvunzo 1: Ko kambani inoona sei LCD mapaneru emitengo achiuya?
Mhinduro 1: Muna 2022, kukura kwehupfumi hwepasirese kuri kuita husimbe, kushandiswa kuri kuramba kusina simba, uye vatengi vemagetsi terminal brand vatengi vanonyanya kukanganiswa.Iyo semiconductor yekuratidzira indasitiri yakaenderera mberi nekudzika kwehafu yechipiri ya2021, uye kuita kweindasitiri kwakaramba kuchidzikira gore rese.
Zvinoenderana nerechitatu bato rekubvunza agency data, mukota yekutanga ya2023, mutengo weLCDTV mainstream size zvigadzirwa wakaramba wakagadzikana.Kudzikira kwezvigadzirwa zveIT kuri kuramba kuchidzikira, uye mimwe mitengo yechigadzirwa yamira kudonha.Parizvino, huwandu hwesimba hweindasitiri huchiri padanho rakaderera, rakasarudzika pane ikozvino yakaderera inventory mamiriro, asi kudiwa kwekuwedzera kwemitengo kwakasimba, zvigadzirwa zveLCD zvichave nemukana wekupa huwandu uye kukwira kwemutengo.
Pamusoro pezvo, zvinoenderana nefungidziro yesangano rekubvunza, 2023, hombe yeLCD chigadzirwa chinoda nzvimbo ichadzokera mukukura, kunyanya musika weTV ucharamba uchikura.Iyo semiconductor inoratidzira indasitiri ichadzokera kune yakajairwa off-mwaka kushanduka.
Mubvunzo 2: Ndeipi maitiro ekuvandudza eiyo inoshanduka AMOLED indasitiri muna 2022?
Mhinduro 2: Muna 2022, iyo yakazara indasitiri yekutumira yeAMOLED inoshanduka yakachengetedza maitiro ekukura, mwero wayo wekupinda mundima ye smartphone yakaramba ichiwedzera, uye yakabuda muminda mitsva yekushandisa senge makomputa nemotokari.Nekudaro, yakakanganiswa neiyo isina simba terminal yekushandisa, iyo yakazara indasitiri yekutakura kukura mwero wakaderera pane zvaitarisirwa.Panguva imwecheteyo, pane makwikwi emutengo wakaderera pakati pevamwe vatengi 'yekupinda-chikamu zvigadzirwa, uye mutengo wekupinda-level inoshanduka AMOLED zvigadzirwa wadzikira zvakanyanya.
Mubvunzo 3: Bhizinesi reAMOLED rinoshanduka riri kufambira mberi sei?
Mhinduro 3: Pamberi pezvizhinji zvakaipa zvinokonzeresa pamusika, kambani yakanyatso zadzisa chinangwa chegore chekutumira cheAMOLED inoshanduka muna 2022, uye yakaramba ichiwedzera kuwedzera kwe30% zvichienzaniswa negore rapfuura.Huwandu hwezvigadzirwa zvepamusoro-soro hwakawedzera zvakanyanya, uye kuwanda kwekugadzira kwakawanikwa muminda mitsva yekushandisa senge mota uye laptop.
Nekudaro, iyo kambani inochinjika AMOLED bhizinesi rinoramba riri pasi pekumanikidzwa nekuda kwekuderera kwekushomeka uye kuderera kwakanyanya kwemubairo kubva kune Android vatengi.
Muna 2023, sezvo bhizinesi rekambani reAMOLED riri kuramba richikura, uye chikamu chemutengi chiri kuramba chichiwedzera.Zvinotarisirwa kuti kambani inoshanduka AMOLED chigadzirwa chekutakura chinotarisirwa kuchengetedza kukura kwakanyanya.Panguva imwecheteyo, kambani icharamba ichivandudza chikamu chekutakura kwezvigadzirwa zvepamusoro-soro, kuvandudza purofiti yechigadzirwa, kusimudzira kukurumidza kukura kweLTPO, kupeta, mota, IT uye mamwe matekinoroji matsva uye zvikamu zvitsva, uye kuyedza. kuvandudza mashandiro ebhizimusi reAMOELD rinoshanduka.
Mubvunzo wechina: Ndeapi mabhenefiti emakwikwi ekambani mumunda wekuratidzira mumotokari?
BOE yave ichibatanidzwa zvakanyanya mumunda we-on-board kuratidza kwemakore mazhinji.BOE Fine Electronics ndiyo yekambani chete pane-bhodhi yekuratidzira module uye system bhizinesi chikuva.
Nezve tekinoroji yekuratidzira, kambani yakatanga zvigadzirwa zvinoshandisa flexible AMOLED, MiniLED, BDCELL nemamwe matekinoroji ekupedzisira ekuratidzira, ayo anoshandiswa zvakanyanya muchizvarwa chitsva cheakangwara akabatana emota terminal brands.Panyaya yezviwanikwa zvekugona, zvichitsamira pane yekambani a-Si, LTPS, Oxide tekinoroji zviwanikwa, iyo kambani pabhodhi yekuratidzira bhizinesi dhizaini inoramba ichivandudza, uye chiyero uye chimiro chechigadzirwa chinoenderera mberi.Zvinoenderana nerechitatu-bato rekubvunza agency data, kubvira hafu yekutanga ye2022 BOE mota inoratidzira yekutakura musika share kekutanga yawana yekutanga pasirese, kota yechitatu yakaramba ichichengetedza chikamu chemusika chepasirese chekutanga, chikamu chemusika chevanopfuura gumi nematanhatu. %.
Mukuwedzera, BOE Fine Electronics Chengdu pa-board Display Base yakaiswa mukushanda muna 2022. Iyi modul base ine gore negore inosvika mamiriyoni gumi nemashanu pa-board displays, iyo inogona kuvhara LCD pa-board display modules kubva pa 5 inches kusvika. 35 inches, zvichibatsira kuenderera mberi nekuwedzera mukana wekukwikwidza wemabhizinesi ane hukama.
Nguva yekutumira: Feb-28-2023