深度公司颀中科技：募投产能释放致使毛利率承压 AMOLED收

中银证券2025-04-03

颀中科技发布2024 年年报。公司合肥产能投放致使固定成本上升，同时行业竞争格局恶化，公司毛利率承压。显示驱动封测领域，公司持续丰富产品结构，推动AMOLED 收入占比提升。非显示驱动封测领域，公司积极拓展DPS封装，构筑第二增长曲线。维持增持评级。支撑评级的要点合肥产能稳步释放，行业竞争下毛利率承压。颀中科技2024 年营业收入19.59 亿元，YoY+20%；毛利率31.3%，YoY-4.4...

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