BOE A (000725.SZ) idatulutsa mbiri yake ya ubale wa Investor pa Feb 22th.BOE idayankha mafunso pamitengo yamagulu, kupita patsogolo kwa bizinesi ya AMOLED ndi mawonedwe apabwalo, malinga ndi mphindi.BOE imakhulupirira kuti pakali pano, chiwerengero cha mphamvu zamakampani chikadali chochepa, koma mtengo wamtengo wapatali wamagulu ndi wamphamvu, kotero kuti malonda a LCD adzakhala ndi mwayi wobweretsa voliyumu ndi kukwera mtengo.
BOE A (000725.SZ) idapereka fomu ya Investor Relations Record pa February 22, 2023.
Funso 1: Kodi kampaniyo ikuwona bwanji mitengo ya gulu la LCD ikubwera?
Yankho 1: Mu 2022, kukula kwachuma padziko lonse lapansi kunali kwaulesi, kugwiritsidwa ntchito kukupitilirabe kufooka, ndipo makasitomala amtundu wamagetsi ogula amakhudzidwa kwambiri.Makampani owonetsa semiconductor adapitilira kutsika kwa theka lachiwiri la 2021, ndipo magwiridwe antchito akupitilira kuchepa chaka chonse.
Malinga ndi data ya gulu lachitatu lothandizira, m'gawo loyamba la 2023, mtengo wazinthu zazikulu za LCDTV zidakhalabe zokhazikika.Kutsika kwa zinthu za IT kukupitilirabe kuchepa, ndipo mitengo yazinthu zina yasiya kutsika.Pakadali pano, kuchuluka kwamphamvu kwamakampani akadali otsika kwambiri, kutengera momwe zinthu ziliri pano, koma kufunikira kwakukwera kwamitengo ndikwamphamvu, zinthu za LCD zitha kukhala ndi mwayi wobweretsa kuchuluka ndi kukwera kwamitengo.
Kuphatikiza apo, malinga ndi zolosera za bungwe loyang'anira, 2023, malo akulu ofunikira a LCD adzabwereranso kukula, makamaka msika wa TV upitilira kukula.Makampani owonetsa semiconductor abwerera kukusakhazikika kwanthawi yayitali.
Funso 2: Kodi chitukuko chamakampani osinthika a AMOLED mu 2022 ndi chiani?
Yankho 2: Mu 2022, kutumizidwa kwamakampani osinthika a AMOLED kunapitilira kukula, kuchuluka kwa malowedwe amtundu wa smartphone kukupitilira kukwera, ndipo zidatulukira m'magawo atsopano ogwiritsira ntchito monga makompyuta apakompyuta ndi magalimoto.Komabe, kukhudzidwa ndi kugwiritsidwa ntchito kofooka kwa ma terminal, kuchuluka kwa zotumiza zamakampani kunali kotsika kuposa momwe amayembekezera.Panthawi imodzimodziyo, pali mpikisano wotsika mtengo pakati pa makasitomala ena olowera, ndipo mtengo wazinthu zosinthika za AMOLED zatsika kwambiri.
Funso 3: Kodi bizinesi yosinthika ya AMOLED ikupita patsogolo bwanji?
Yankho 3: Poyang'anizana ndi zovuta zambiri pamsika, kampaniyo idakwaniritsa cholinga chotumizira chapachaka cha AMOLED chosinthika mu 2022, ndipo idapitilirabe kuwonjezeka kwa 30% poyerekeza ndi chaka chatha.Chigawo cha zinthu zotsika mtengo chinakula makamaka, ndipo kupititsa patsogolo kwa kupanga kwakukulu kunakwaniritsidwa m'magawo atsopano ogwiritsira ntchito monga galimoto ndi laputopu.
Komabe, bizinesi yosinthika ya AMOLED ya kampaniyo imakhalabe yopanikizika chifukwa cha kutsika kwamitengo komanso kuchepa kwakukulu kwa phindu kuchokera kwa makasitomala a Android.
Mu 2023, pomwe bizinesi yosinthika ya AMOLED yamakampani ikupitilira kukula, ndipo gawo la kasitomala likupitilira kukula.Zikuyembekezeka kuti zosintha zosinthika zamakampani za AMOLED zotumizira zikuyembekezeka kupitiliza kukula.Panthawi imodzimodziyo, kampaniyo idzapitirizabe kupititsa patsogolo kuchuluka kwa katundu wamtengo wapatali, kupititsa patsogolo phindu la malonda, kulimbikitsa kukula kwachangu kwa LTPO, pindani, galimoto, IT ndi matekinoloje ena atsopano ndi magawo atsopano, ndi kuyesetsa. kupititsa patsogolo magwiridwe antchito abizinesi yosinthika ya AMOELD.
Funso 4: Kodi ubwino wampikisano wa kampani ndi uti pankhani yowonetsera m'galimoto?
BOE yakhala ikuchita nawo kwambiri ntchito yowonetsera pa bolodi kwa zaka zambiri.BOE Fine Electronics ndiye gawo lokhalo lowonetsera pakampani komanso nsanja yabizinesi yamakina.
Pankhani yaukadaulo wowonetsera, kampaniyo yakhazikitsa zinthu zomwe zimagwiritsa ntchito ukadaulo wosinthika wa AMOLED, MiniLED, BDCELL ndi ukadaulo wina wapamwamba kwambiri, womwe umagwiritsidwa ntchito kwambiri m'badwo watsopano wamitundu yanzeru yolumikizidwa yamagalimoto.Pankhani yazachuma, kudalira a-Si, LTPS, ukadaulo wamakampani a Oxide, mawonekedwe abizinesi owonetsera pakampani akupitilizabe kuyenda bwino, ndipo kukula ndi kapangidwe kazinthu zikupitilirabe.Malinga ndi zidziwitso za gulu lachitatu, kuyambira theka loyamba la 2022 gawo la msika wa BOE lidapeza koyamba padziko lonse lapansi, gawo lachitatu lidapitilirabe kusunga msika wapadziko lonse lapansi woyamba, gawo lamsika lopitilira 16. %.
Kuphatikiza apo, BOE Fine Electronics Chengdu on-board Display Base yakhazikitsidwa mu 2022. Gawoli la gawoli lili ndi zotulutsa zapachaka pafupifupi 15 miliyoni zowonetsera pa bolodi, zomwe zimatha kuphimba ma module a LCD pa bolodi kuyambira mainchesi 5 mpaka 35 mainchesi, kuthandiza kukulitsa mwayi wampikisano wamabizinesi okhudzana.
Nthawi yotumiza: Feb-28-2023