Core Viewpoint - TCL Technology Group Co., Ltd. has approved the investment in the construction of an 8.6-generation printed OLED production line, aiming to enhance its competitive position in the global display industry and capitalize on market growth opportunities [1][6]. Group 1: Project Overview - The project involves the establishment of an 8.6-generation printed OLED display panel production line with a monthly processing capacity of approximately 22,500 glass substrates sized 2290mm x 2620mm [5][15]. - The total investment for the project is estimated at approximately RMB 29.5 billion, with TCL Huaxing contributing RMB 8.85 billion and the local government and state-owned enterprises contributing a total of RMB 5.9 billion [5][16]. Group 2: Company Background - TCL Huaxing, a subsidiary of TCL Technology, has over a decade of experience in the semiconductor display industry and holds more than 9,700 OLED patents, including over 1,200 for printed OLED technology [4][20]. - The company has successfully completed the construction of a G5.5-generation printed OLED production line, achieving mass production and gaining valuable experience in product development and supply chain management [4][20]. Group 3: Strategic Importance - The project is expected to position China favorably in the global new display industry, allowing it to lead in advanced technology exploration and commercialization [5][21]. - The successful operation of this project will mark a significant milestone in achieving mass production of high-generation printed AMOLED technology, enhancing TCL Huaxing's market share in high-end products [21][22]. Group 4: Market Context - The global new display market is stabilizing, with OLED technology anticipated to become mainstream in high-end displays, driven by growth in applications such as foldable screens and automotive displays [22]. - According to Omdia, AMOLED panel shipments are projected to reach 1.01 billion units in 2024, with an expected increase to over 1.33 billion units by 2030, indicating a growing market opportunity for TCL Huaxing [22].

Core Viewpoint - TCL Technology Group has signed a project cooperation agreement to jointly invest in the construction of an 8.6-generation printed OLED display panel production line in Guangzhou, with a total investment of approximately RMB 29.5 billion [2][5][9] Group 1: Project Overview - The project aims to establish a production line with a monthly processing capacity of approximately 22,500 glass substrates measuring 2290mm x 2620mm, focusing on applications in flat panels, laptops, and monitors [2][5] - TCL Huaxing, a subsidiary of TCL Technology, has extensive experience in the semiconductor display industry, operating 11 panel production lines and 6 module bases globally [4][5] Group 2: Technological Advancements - TCL Huaxing has been engaged in OLED technology research for over a decade, holding more than 9,700 OLED patents, including over 1,200 related to printed OLED technology [4][8] - The company has successfully completed the construction of a G5.5 generation printed OLED production line, which is set to achieve mass production and user delivery starting November 2024 [6][8] Group 3: Market Potential - The global new display industry is stabilizing, with OLED expected to become the mainstream high-end display technology, driven by growth in applications such as foldable screens, automotive displays, and wearable devices [6][7] - According to Omdia, global AMOLED panel shipments are projected to reach 1.01 billion units in 2024, with a market share of 27%, and are expected to exceed 1.33 billion units by 2030, increasing its market share to 35% [6] Group 4: Strategic Importance - The t8 project is positioned to help TCL Huaxing seize market growth opportunities and enhance its share of high-end products, thereby optimizing operational efficiency [7] - The project will utilize TCL Huaxing's proprietary technology, reinforcing China's position in the global new display industry and marking a significant shift from "catching up" to "leading" in the display technology sector [8][9]

公告指出，TCL华星在OLED领域已开展十多年的技术研究与探索，具备印刷OLED量产能力及关键专 利，其位于武汉的G5.5代印刷OLED产线已于2024年11月起实现量产及产品交付。 近年来，全球新型显示行业市场步入相对稳定状态，在折叠屏成为显示新增长点、车载屏幕与穿戴设备 放量、显示屏尺寸扩大的背景下，OLED有望成为高端显示技术主流，迎来市场爆发。该项目的建设有 助于TCL华星紧抓市场增长需求，提升高端产品份额，持续优化经营效益；更将为我国在全球新型显示 产业竞争新格局中抢占战略制高点发挥引领作用。 9月12日，TCL科技集团股份有限公司(000100.SZ)发布公告，公司、TCL华星与广州市人民政府、广州 经济技术开发区管理委员会共同签署项目合作协议，拟共同建设一条月加工2290mm×2620mm玻璃基板 能力约2.25万片的8.6代印刷OLED显示面板生产线，主要产品涵盖平板、笔记本电脑、显示器等应用领 域，预计项目总投资约人民币295亿元。 印刷OLED具备色彩表现优异、分辨率高，材料利用率高，能耗低，投资和制造成本低等优势，是适配 小、中、大全尺寸的规模化商用OLED技术路径。 ...

TCL科技（000100）(000100.SZ)发布公告，公司、TCL华星与广州市人民政府、广州经济技术开发区管 理委员会共同签署项目合作协议，拟共同建设一条月加工2290mm×2620mm玻璃基板能力约2.25万片的 第8.6代印刷OLED显示面板生产线(以下简称"t8项目"或"本项目")，主要产品涵盖平板、笔记本电脑、 显示器等应用领域。 广州华星光电印刷显示技术有限公司(以下简称"项目公司")为项目公司，负责项目建设和运营，t8项目 预计总投资约人民币295亿元，各方同意共同出资147.5亿元到项目公司注册资本金，其中：TCL华星出 资人民币88.5亿元;广州市人民政府及广州经济技术开发区管理委员会统筹协调的国企(以下简称"国有股 东")共计出资人民币59亿元。t8项目总投资与注册资本的差额部分，通过项目公司向银团贷款等符合适 用法律的任何方式解决。 ...

Core Viewpoint - TCL Technology, in collaboration with the Guangzhou Municipal Government and the Guangzhou Economic and Technological Development Zone Management Committee, has signed a project cooperation agreement to establish an 8.6-generation printed OLED display panel production line with a monthly processing capacity of approximately 22,500 glass substrates measuring 2290mm x 2620mm [1] Investment Details - The total investment for the T8 project is estimated at approximately RMB 29.5 billion [1] - The parties involved have agreed to jointly contribute RMB 14.75 billion to the registered capital of the project company, with TCL Huaxing contributing RMB 8.85 billion and the state-owned enterprises coordinated by the Guangzhou Municipal Government and the Guangzhou Economic and Technological Development Zone Management Committee contributing a total of RMB 5.9 billion [1] - The remaining investment required beyond the registered capital will be financed through loans from a syndicate and other legally compliant methods [1]

Core Viewpoint - TCL Technology announced a collaboration with the Guangzhou Municipal Government and the Guangzhou Economic and Technological Development Zone Management Committee to establish an 8.6-generation printed OLED display panel production line, which aims to enhance China's competitive position in the global new display industry [1] Group 1: Project Details - The project involves the construction of a production line with a monthly processing capacity of approximately 22,500 glass substrates measuring 2290mm × 2620mm [1] - The total investment for the project is approximately RMB 29.5 billion, with an agreement to jointly contribute RMB 14.75 billion to the registered capital of the project company [1] - TCL Huaxing will contribute RMB 8.85 billion to the project [1] Group 2: Strategic Implications - This initiative is expected to help China seize strategic advantages in the global new display industry and lead advancements in technology exploration and commercialization breakthroughs [1]

Core Viewpoint - TCL Technology Group has signed a project cooperation agreement to build a new 8.6-generation printed OLED display panel production line, which is expected to enhance its competitive position in the semiconductor display industry [1][2]. Group 1: Project Details - The t8 project will have a monthly processing capacity of approximately 22,500 glass substrates measuring 2290mm x 2620mm, targeting applications in flat panels, laptops, and monitors [1]. - The total investment for the t8 project is estimated at approximately RMB 29.5 billion, with a joint capital contribution of RMB 14.75 billion from TCL Huaxing and the Guangzhou government [1][2]. - The project is planned to be constructed over a 24-month period, with an expected start date in November 2025 [2]. Group 2: Company Background - TCL Huaxing is recognized as a leading player in the semiconductor display industry, operating 11 panel production lines and 6 module bases across various locations including Shenzhen, Wuhan, and Vietnam [2]. - As of June 30, 2025, TCL Huaxing reported total assets of RMB 213.6 billion and net assets of RMB 78.1 billion, with a revenue of RMB 50.4 billion and a net profit of RMB 4.32 billion for the first half of 2025 [2]. Group 3: Strategic Importance - The successful operation of the t8 project is seen as a significant opportunity for domestic manufacturers to surpass foreign competitors in the high-generation AMOLED sector, positioning TCL as a leader in new technology [2].

Group 1: Company Announcements - Cambridge Technology currently does not produce chips containing CPO technology [1] - TCL Technology plans to invest 29.5 billion yuan to construct an 8.6-generation printed OLED production line [1] - Huakang Clean has won the bid for the "Medical Service Construction Project" [1] - Aotewei intends to acquire an 8.99% stake in its subsidiary Songci Electromechanical [1] - Shanghai Yizhong plans to repurchase shares worth 30 million to 35 million yuan [1] Group 2: Operational Data - Huadong Co. reported a sales revenue of 338 million yuan from live pigs in August [1] - Tianma Technology has accumulated approximately 11,921.59 tons of eels from January to August [1] Group 3: Shareholding Changes - Mars Man's controlling shareholder and actual controller's concerted actor plans to reduce holdings by no more than 2.94% [2] - Zhiwei Intelligent's actual controller Guo Xuhui intends to reduce holdings by no more than 2.9749% [2] - Donglin Investment plans to reduce holdings in Jin'an Guoji by no more than 2.878% [2] Group 4: Other Financial Activities - Zhonglun New Materials plans to issue convertible bonds to raise no more than 1.068 billion yuan [2] - Tuojing Technology intends to raise no more than 4.6 billion yuan through a private placement [1][2]

9月12日晚，TCL科技宣布，为实现公司在高世代印刷OLED的产业化，TCL科技、TCL华星与广州市 人民政府、广州经济技术开发区管理委员会共同签署项目合作协议，拟共同建设一条月加工2290mm× 2620mm玻璃基板能力约2.25万片的第8.6代印刷OLED显示面板生产线（以下简称"t8项目"或"本项 目"），主要产品涵盖平板、笔记本电脑、显示器等应用领域。 公告显示，广州华星光电印刷显示技术有限公司（以下简称"项目公司"）为项目公司，负责项目建设 和运营，t8项目预计总投资约人民币295亿元，各方同意共同出资147.5亿元到项目公司注册资本金， 其中：TCL华星出资人民币88.5亿元；广州市人民政府及广州经济技术开发区管理委员会统筹协调的 国企（以下简称"国有股东"）共计出资人民币59亿元。如果t8项目获得其他投资，则按照注册资本总 额减去获得的其他投资金额，再由TCL华星与国有股东按照60%：40%的比例认缴出资。t8项目总投资 与注册资本的差额部分，通过项目公司向银团贷款等符合适用法律的任何方式解决。 增资安排方面，先由TCL华星在广州市黄埔区注册成立项目公司，后续TCL华星与国有股东在依法依 规履行 ...

Group 1 - The core point of the news is the collaboration between TCL Technology, its subsidiary TCL Huaxing, and the Guangzhou municipal government to jointly invest in the T8 project, which involves the construction of a new OLED display panel production line with significant capacity [2][1]. - The T8 project has a total investment of approximately 29.5 billion yuan, with a registered capital of 14.75 billion yuan contributed by TCL Huaxing (8.85 billion yuan) and state-owned enterprises coordinated by the Guangzhou government (5.9 billion yuan) [1][2]. - The project aims to produce glass substrates with a monthly processing capacity of about 22,500 pieces, targeting applications in flat panels, laptops, and monitors [2]. Group 2 - TCL Technology reported a revenue of 85.6 billion yuan for the first half of 2025, reflecting a year-on-year growth of 6.7%, and a net profit attributable to shareholders of 1.88 billion yuan, which is a significant increase of 89.3% [4]. - The company's operating cash flow reached 27.3 billion yuan, marking a year-on-year growth of 115.9% [4]. - As of the market close on September 12, TCL Technology's stock price decreased by 0.45% [5].