异动解读 | LG Display盘中大涨5.22%,净利润大幅改善

异动解读
Jul 25

LG Display Co ADS(股票代码:LPL)今日盘中大涨5.22%,引起市场广泛关注。这一显著涨幅主要源于公司近期公布的2025年二季度及上半年财务数据,其中净利润表现亮眼。

根据公司公布的财报,LG Display上半年累计营收达11.652万亿韩元(约合605.9亿元人民币),同比小幅下降3%。然而,净亏损大幅收窄,仅为826亿韩元(约4.3亿元人民币),同比收窄85%。值得注意的是,尽管二季度营业亏损1160亿韩元,但得益于出售广州LCD工厂,公司二季度净利润高达8908亿韩元,这一数据显著改善了公司的整体财务状况。

从业务构成来看,OLED业务已成为LG Display的增长引擎,占总营收的56%。公司表示,下半年将继续聚焦OLED业务扩张,同时优化成本结构,加速改善财务状况。这一战略方向获得了投资者的认可,推动股价上涨。分析人士认为,LG Display在高端显示技术领域的领先地位,加上财务状况的显著改善,为公司未来增长提供了坚实基础,这可能是投资者看好该股的主要原因。

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