Understanding the Market | CH DISPLAY OPT rises over 10%, expects first-half profit to increase by no less than 6 times year-on-year, company’s sales of flat-panel modules surge
CH DISPLAY OPT's stock price rose by over 10%, with an increase of 9.86% as of the time of writing, trading at HKD 0.39, with a transaction volume of HKD 3.6238 million. The company expects that the net profit attributable to the parent company in the first half of 2025 will not be less than HKD 48.88 million, an increase of no less than 600% year-on-year. The growth in sales is mainly attributed to product mix optimization and collaboration with TCL Huaxing Optoelectronics, with sales of flat panel modules surging 1.8 times year-on-year, and overall revenue increasing by 49.7% to HKD 1.394 billion
According to the Zhitong Finance APP, CH DISPLAY OPT (00334) rose over 10%, and as of the time of writing, it was up 9.86%, trading at HKD 0.39, with a transaction volume of HKD 3.6238 million.
In terms of news, recently, CH DISPLAY OPT issued a profit warning, expecting to achieve a profit attributable to the company's parent company of no less than RMB 48.8 million in the first half of 2025, an increase of no less than 600% year-on-year. The profit increase is mainly due to the group's continuous optimization of its product mix, driving total sales during the relevant period to increase by at least 60.0% compared to the same period in 2024, as well as the group's panel module integration model with TCL Huaxing Optoelectronics Technology Co., Ltd. being highly recognized by several leading brand customers, resulting in a year-on-year increase of over 70% in revenue from all product categories sold during the relevant period.
It is understood that CH DISPLAY OPT mainly focuses on small to medium-sized LCD modules, covering fields such as smartphones, tablets, and automotive displays, providing customized solutions for brand manufacturers using the ODM model. In recent years, through cooperation with Huaxing Optoelectronics on "module-panel integration," the product structure has upgraded towards medium-sized high value-added products, with tablet module sales in the first quarter of 2025 surging 1.8 times year-on-year, driving overall revenue growth of 49.7% to RMB 1.394 billion. As an important part of TCL Technology Group's display industry chain, CH DISPLAY OPT occupies a solid position in the small to medium-sized display module field, leveraging its vertical integration advantages and customer resources
