Core Viewpoint - TCL Technology is advancing the industrialization of printed OLED technology, with significant capacity expansion and product quality improvements expected by Q3 2025 [1] Group 1: Production Capacity and Technology Development - The existing G5.5 printed OLED production line (t12) capacity is steadily increasing from 3K units per month to 9K units per month [1] - The company has officially launched the construction of the world's first high-generation printed OLED production line (t8 project) in late October [1] Group 2: Market Position and Strategic Importance - This initiative marks a significant technological leadership and market dominance potential for Chinese display companies in the high-generation OLED sector [1] - The advancements are expected to facilitate the large-scale implementation of mid-to-high-end displays and laptops, providing critical support for China's competitive position in global display technology [1]

（编辑 姚尧） 证券日报网讯 TCL科技11月27日在互动平台回答投资者提问时表示，公司始终将经营发展与品牌建设 深度融合，通过优化产品矩阵、升级服务体系、拓展全球市场等举措，持续构筑核心竞争力，推动经营 效能与品牌价值的双向赋能与协同提升，不断深化品牌影响力，为股东创造长期可持续价值。 ...

格隆汇11月27日丨TCL科技(000100.SZ)在投资者互动平台表示，今年，公司顺应OLED中尺寸市场渗透 加速趋势，投资建设t8产线，目前除t8外没有大额的新产线投资计划。 ...

Core Viewpoint - TCL Technology is investing in the T8 production line to align with the accelerating penetration of OLED in the mid-size market, with no significant new production line investment plans beyond T8 [1] Company Summary - TCL Technology is responding to the trend of increased OLED market penetration by investing in the T8 production line [1] - The company has indicated that there are no large-scale new production line investment plans apart from T8 [1]

Core Viewpoint - TCL Technology is advancing the industrialization process of printed OLED technology, with significant capacity expansion and quality improvements expected by Q3 2025 [1] Group 1: Production Capacity - TCL Huaxing's existing G5.5 printed OLED production line (t12) capacity is steadily increasing from 3K units per month to 9K units per month [1] Group 2: Quality Improvement - The product yield and quality of the printed OLED technology are continuously improving [1]

当地时间 11 月 24 日，美国国际贸易委员会（ITC）投票决定对特定液晶器件、组件及其下游产品发起 "337 调查"（调查编码：337-TA-1462）。这是今年 美国针对中国显示产业发起的又一起知识产权调查，惠科、海信、TCL 等多家中国企业及关联公司被列为被告，同时涉及韩国 LG、美国 Westinghouse 等 国际企业。 此次调查的导火索，是美国 BH Innovations LLC 等三家企业于 8 月 29 日向 ITC 提交的立案申请。申请人主张，对美出口、进口及销售的相关产品侵犯了 其两项美国专利（专利号 7,705,948、7,570,334），请求 ITC 发布有限排除令和禁止令 —— 这意味着一旦裁定侵权成立，涉案企业的产品可能被直接禁止 进入美国市场。 从涉案主体看，中国企业几乎覆盖了显示产业链的核心环节：惠科是面板与终端设备制造商，海信、TCL 则是全球电视市场的头部品牌（二者在北美电 视出货量占比超 50%）。这些企业的卷入，也让此次调查的影响远超单一企业层面：若排除令生效，不仅会冲击中国品牌的北美市场份额，还可能波及 国内显示产业链的供应链稳定性。 此次被列为被告的企业数量 ...

"OLED凭借其低功耗、快速响应、卓越画质等特性，正在从手机向电脑、车载设备等中尺寸屏幕应用 场景延展，需求不断增长。"丁炳中表示，苹果去年首次发布搭载OLED屏幕的iPad Pro可以看作高端中 尺寸显示从LCD向OLED升级的一个重要信号，中尺寸显示屏正在进一步加速提升OLED面板的渗透 率。 值得关注是，在平板电脑、笔记本电脑等领域OLED大规模应用渗透之前，京东方科技集团股份有限公 司（以下简称"京东方"）、维信诺（002387）科技股份有限公司（以下简称"维信诺"）、TCL科技 （000100）集团股份有限公司（以下简称"TCL科技"）、陕西莱特光电材料股份有限公司（以下简 称"莱特光电"）等产业链相关企业早已开始布局。 TCL科技的子公司TCL华星光电技术有限公司（以下简称"TCL华星"）t8项目在广州开工。这是全球首 条规模化量产的第8.6代印刷OLED产线，总投资295亿元，设计月产能2.25万片玻璃基板。 此外，京东方在成都的AMOLED生产线项目在今年5月已完成设备搬入，计划2026年第四季度量产出 货。这一项目将致力于打造全球技术领先、产能最大的中尺寸OLED显示器件生产基地。该生产线的 ...

Core Viewpoint - TCL Huaxing Optoelectronics Technology Co., Ltd. has signed an agreement to build a pilot verification platform for printed OLEDs in Donghu High-tech Zone, with an investment of approximately 1.5 billion yuan, aimed at enhancing China's innovation capability and global competitiveness in the new display sector [1]. Group 1 - The printed OLED pilot verification platform project will increase monthly production capacity from 3,000 to 9,000 large panels, focusing on upstream materials and equipment verification to accelerate the industrialization of printed OLEDs [1]. - Since its establishment in Wuhan in 2014, TCL Huaxing has invested over 80 billion yuan and created more than 17,000 jobs, developing a comprehensive industrial base that integrates R&D, manufacturing, and sales [2]. - In the first three quarters of 2025, TCL Huaxing achieved a revenue of 78.01 billion yuan, a year-on-year increase of 17.5%, and a net profit of 6.1 billion yuan, up 53.5% year-on-year [2].

Core Points - The U.S. International Trade Commission (ITC) has voted to initiate a Section 337 investigation into certain liquid crystal devices, components, and products containing them [1] Group 1: Investigation Details - The investigation is identified by the code 337-TA-1462 [1] - The investigation targets specific liquid crystal devices and their downstream products [1] Group 2: Defendants Listed - Multiple companies are named as defendants, including: - HKC Corporation Ltd. of China - Chongqing HKC Optoelectronics Technology Co., Ltd. of China - HiSense Group Co., Ltd. of China - VIZIO Holding Corp. of the U.S. - TCL Electronics Holdings Ltd. of Hong Kong - LG Electronics, Inc. of South Korea - Westinghouse Electric Corporation of the U.S. [2]

Core Viewpoint - The signing of the printed OLED pilot verification platform project between Wuhan East Lake High-tech Zone and TCL Huaxing Optoelectronics marks a significant investment in the development of OLED technology in China, aiming to enhance production capacity and focus on key upstream materials and equipment [1] Group 1 - The project plans to increase the monthly production capacity from 3,000 large panels to 9,000 large panels based on the existing 5.5-generation printed OLED pilot line [1] - The total investment for the project is approximately 1.5 billion yuan, equivalent to about 215 million USD [1] - The construction period for the project is set from 2025 to 2028 [1]