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研报掘金丨平安证券:京东方A利润有望逐渐释放,维持“推荐”评级

Research reports | Ping An Securities: boe technology group A profits are expected to gradually release, maintaining a 'recommended' rating

Gelonghui Finance ·  Nov 1 03:31

According to the Ping An Securities Research Report, BOE A (000725.SZ) performed well in the third quarter, gross margin increased year-on-year, and TV panel prices bottomed out in October. The company's semiconductor display position is stable, the technology is advanced, and the market performance is excellent. As the LCD cycle weakens and the depreciation of the company's production line comes to an end, the company's LCD profitability is expected to be further released. At the same time, the company's OLED shipments are steadily increasing, which is expected to become a new profit point in the future. The company has strong technology and strong market competitiveness. As LCD depreciation is completed one after another and OLED losses are gradually reduced, the company's profits are expected to gradually be released and the “recommended” rating for the company is maintained.

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