智通财经APP获悉,京东方精电(00710)午后涨近8%,截至发稿,涨7.29%,报7.51港元,成交额5213.99万港元。
消息面上,京东方及旗下京东方精电近期携60余款创新技术产品及多元物联网场景技术解决方案亮相CES 2025现场,首次面向海外发布针对智能化汽车时代应用场景的“HERO”计划。招商证券指出,汽车领域AI技术持续加码,车企重点发力智能座舱、操作系统、智能驾驶等技术应用;此外本届CES大会中厂商跨界合作及多产品形态拓展趋势明显。
花旗发布研报称,随成都工厂的稳定增产和库存撇帐影响的减少,公司毛利率有望改善。展望2025年,随智能座舱趋势加速,该行预计汽车显示需求将保持强劲,预计成都工厂产能利用率到2025年底可达到70至80%,支持财务业绩改善。
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