Thaum yav tsaus ntuj ntawm lub Plaub Hlis 17, Ruilian New Materials (688550) tau tshaj tawm nws daim ntawv tshaj tawm xyoo 2021. Daim ntawv tshaj tawm qhia tau hais tias lub tuam txhab 2021 kev khiav hauj lwm cov nyiaj tau los ntawm 1.526 billion yuan, ib xyoo-rau-xyoo kev loj hlob ntawm 45.35 feem pua; Cov nyiaj tau los ntawm cov tswv cuab ntawm cov tuam txhab teev npe yog 240 lab yuan, nce 36.70 feem pua ntawm xyoo. Tsis yog txiav tawm cov nyiaj tau los ntawm 214 lab yuan, nce 32.98 feem pua ntawm xyoo. Cov nyiaj khwv tau los hauv ib feem ntawm 3.42 yuan, lub tuam txhab npaj siab them cov nyiaj faib ntawm 17 yuan ib 10 shares (suav nrog se).
Nws tau tshaj tawm tias qhov kev loj hlob ob npaug ntawm Ruilian Cov khoom siv tshiab cov nyiaj tau los thiab cov nyiaj tau los yog vim kev loj hlob ntawm lub tuam txhab cov khoom lag luam uas sawv cev los ntawm OLED. Cov txiaj ntsig nyiaj txiag tau qhia tias cov khoom siv tau ua rau muaj txiaj ntsig zoo rau tag nrho cov nyiaj tau los ntawm Ruilian New Material. Hauv 2021, cov nyiaj tau los ntawm kev muag khoom ntawm cov haujlwm no tau nce mus txog 1.202 billion yuan, nce 58 feem pua ntawm xyoo.
Ntawm lawv, kev tsim khoom thiab muag ntim ntawm OLED sector yog qhov tseem ceeb dua, nrog rau tag nrho cov nyiaj tau los ntawm kev muag khoom ntawm 437 lab yuan, nce 54.91 feem pua rau xyoo, suav txog 28.66 feem pua ntawm lub tuam txhab cov nyiaj tau los, nce 54.91 feem pua rau xyoo. - xyoo.
Nyob rau tib lub sijhawm, kev loj hlob ntawm kev ua haujlwm ntawm lub tuam txhab LCD ntu tseem nyob deb dhau qhov kev cia siab, paub txog cov nyiaj tau los ntawm kev muag khoom ntawm 76,500 yuan, ib xyoos ib zaug nce ntawm 59.40 feem pua, suav txog 50.13 feem pua ntawm lub tuam txhab cov nyiaj tau los ua haujlwm tag nrho; Kev lag luam kws tshuaj kuj tau ua tiav qhov kev loj hlob zoo hauv cov nyiaj tau los ntawm kev muag khoom, nrog cov nyiaj tau los ntawm kev muag khoom ntawm 281 lab yuan hauv 2021, 13.71 feem pua rau-xyoo, suav txog 18.45 feem pua ntawm lub tuam txhab cov nyiaj tau los ua haujlwm.
Wanlian Securities tsom xam hais tias, Ruilian cov khoom tshiab hauv 2021 kev loj hlob ntawm kev ua tau zoo, ntawm ib sab yog vim OLED vaj huam sib luag nkag mus nce; Ntawm qhov tod tes, LCD cov ntaub ntawv vim muaj kev sib kis "kev lag luam hauv tsev" ntawm cov khoom lag luam cuam tshuam xav tau nce siab, cov cim kev lag luam rov qab tau pom tseeb.
Raws li kev tshaj tawm, muaj peb lub laj thawj rau kev loj hlob ntawm lub tuam txhab OLED kev lag luam hauv 2021. Ua ntej, los ntawm kev lag luam kev xav, kev siv OLED vaj huam sib luag hauv phau computers thiab smartwatches hauv 2021 yuav nce ntau dua piv nrog rau xyoo 2020. Tib lub sijhawm, kev ua haujlwm thev naus laus zis kuj tau txhim kho cov txiaj ntsig thiab kev pabcuam lub neej ntawm OLED TV panels. 2. Los ntawm kev xav ntawm cov qauv khoom, cov nyiaj tau los ntawm OLED lub teeb-emitting txheej khoom ntawm lub tuam txhab nyob rau hauv 2021 accounted rau 73 feem pua, uas ntxiv txhim kho cov nyiaj tau los; Nyob rau tib lub sijhawm, kev txiav txim ntawm OLED cov khoom lag luam ntau dua 100kg tau nce, thiab qhov xwm txheej ntawm cov khoom me me thiab ntau pawg tau txhim kho. Iii. Hais txog cov neeg siv khoom, ob qho tib si cov neeg siv khoom thiab ib tus neeg muag khoom tau nce ntxiv.
