Skyworth Digital said at its results briefing that the smart-terminal segment
was the main driver of 1H growth, delivering 4.4 bln yuan in revenue, up 52.45%
YoY, with unit sales, revenue scale and gross margin all improving. The company
cited three supports: intensified telco centralized procurement rollouts—Lingxi
smart-screen shipments exceeded 300,000 units; product-mix optimisation after
exiting some low-margin traditional procurement orders to focus on higher-value
products; and successful overseas expansion, with the Nex Playground
motion-sensing game box selling well in North America. With continued delivery
of operator procurement projects in H2, the start of the overseas peak season
and vehicle-display projects entering mass production, Skyworth Digital
maintains a positive full-year earnings outlook.
