报告期内，公司业绩主要影响因素如下：TCL华星坚持领先战略，夯实增长动能，锻造经营韧性，经营 效益持续向好，营业收入突破1,000亿元，净利润超80亿元，经营性现金流净额超400亿元，实现高质量 增长。TV和商显等大尺寸产品保持竞争优势，稳固经营基本盘;在中小尺寸产品领域，规模快速增长， 竞争力持续提高。报告期内，公司完成对原乐金显示(中国)有限公司(t11)100%股权收购，完善了大、中 尺寸LCD面板的产能布局;收购深圳市华星光电半导体显示技术有限公司(t6t7)部分少数股权，增厚公司 归母利润;扩建G5.5代印刷OLED产线(t12)，建设全球首条高世代印刷OLED产线(t8)，推动印刷OLED技 术的商业化进程，为未来显示技术升级奠定基础。 受光伏产业链各环节过剩影响，TCL中环（002129）正经历光伏产业的剧烈波动，公司秉持"在发展中 解决问题，在克服困难中找到机会"的信念，坚持产品技术创新和全球化战略，推进组织变革，改善盈 利能力。 TCL科技（000100）(000100.SZ)发布2025年度业绩预告，预计全年实现归属于上市公司股东的净利润 42.1亿元—45.5亿元，同比增长169%—19 ...

TCL科技（000100）1月13日发布2025年业绩预增公告，预计实现净利润为42.10亿元~45.50亿元，净利 润同比增长169.00%~191.00%。 证券时报·数据宝统计显示，TCL科技今日收于4.76元，下跌0.21%，日换手率为3.30%，成交额为28.39 亿元，近5日下跌3.45%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股 价上涨的占比70.59%，股价发布当日股价涨停的有1家。预告发布后5日股价上涨的占比70.59%。 资金面上，该股今日主力资金净流入1.55亿元，近5日资金净流出5.53亿元。最新（1月12日）两融余额 36.16亿元，其中，融资余额36.05亿元，环比前一交易日增长0.94%，近5日融资余额累计增长20.64%。 （数据宝） （文章来源：证券时报网） ...

Group 1: Rongbai Technology and CATL Cooperation - Rongbai Technology signed a procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, with a total sales amount exceeding 120 billion yuan [1] - The agreement will supply a total of 3.05 million tons of lithium iron phosphate cathode materials from Q1 2026 to 2031 [1] - The development of solar cells, energy storage technologies, and AI is expected to drive significant growth in the energy storage industry, indicating a large market space for lithium iron phosphate [1] Group 2: Baiwei Storage Profit Forecast - Baiwei Storage expects a net profit of 850 million to 1 billion yuan for 2025, representing a year-on-year increase of 427.19% to 520.22% [1] - The decline in storage prices is anticipated to reach a low point in Q1 2025, followed by a recovery starting in Q2 2025 as key projects are delivered [1] - The company is focusing on high-speed growth in the AI edge sector and enhancing advanced packaging capabilities [1] Group 3: TCL Technology Profit Forecast - TCL Technology forecasts a net profit of 4.21 billion to 4.55 billion yuan for 2025, an increase of 169% to 191% year-on-year [2] - The company is concentrating on three core businesses: semiconductor displays, new energy photovoltaics, and semiconductor materials [2] Group 4: Guizhou Moutai Retail Price Adjustment Mechanism - Guizhou Moutai is implementing a dynamic adjustment mechanism for retail prices to better align with market and consumer trends [3] - The new marketing system aims to be consumer-centric and driven by market demand [3] Group 5: Shanghai Pudong Development Bank Performance - Shanghai Pudong Development Bank reported a net profit of 50.017 billion yuan for 2025, a year-on-year increase of 10.52% [4] - The bank's non-performing loan balance decreased by 11.64 billion yuan, with a non-performing loan ratio of 1.26% [4] Group 6: *ST Wan Fang Financial Status - *ST Wan Fang anticipates a revenue of less than 300 million yuan for 2025, with both net profit and net profit after non-recurring items expected to be negative [8] - The company may face delisting due to financial criteria if these projections are realized [8] Group 7: Performance Forecasts of Other Companies - Haopeng Technology expects a net profit increase of 113.69% to 141.09% for 2025 [9] - Tengyuan Cobalt anticipates a net profit increase of 50.02% to 69.87% for 2025 [9] - Longcable Technology forecasts a net profit increase of 74.07% to 114.24% for 2025 [9] - Dongpeng Beverage expects a net profit increase of 30.46% to 37.97% for 2025 [9] - WoHua Pharmaceutical anticipates a net profit increase of 119.76% to 215.90% for 2025 [9] - Dazhu CNC expects a net profit increase of 161% to 194% for 2025 [9] - Changjiang Electric Power reported a net profit of 34.2 billion yuan for 2025, a year-on-year increase of 5.14% [9] - Chenguang Biotech expects a net profit increase of 272.14% to 330.62% for 2025 [9]

Group 1 - New stock offering: Guoliang New Materials has an offering code of 920076, with an issue price of 10.76 yuan per share and a subscription limit of 812,000 shares [1] - The Ministry of Commerce announced the continuation of anti-subsidy measures on imported solar-grade polysilicon from the United States, effective January 14, 2026, for a period of five years [2] - The Ministry of Industry and Information Technology issued an action plan for the high-quality development of industrial internet platforms, aiming for over 450 influential platforms by 2028 and a connection of over 120 million industrial devices [3] Group 2 - The Ministry of Civil Affairs and eight other departments released measures to promote the silver economy, focusing on optimizing elderly care services and encouraging community-based operations [4] - Guangzhou's draft policy for integrated circuit industry development aims to support major projects through financial institutions and encourage venture capital participation [5] - Sichuan Province's action plan for a green manufacturing system aims to establish a comprehensive green manufacturing framework by 2030, with significant reductions in energy consumption and carbon emissions [6] Group 3 - Kweichow Moutai's board approved a market-oriented operation plan for 2026, establishing a dynamic adjustment mechanism for retail prices [7] - TCL Technology expects a net profit increase of 169% to 191% year-on-year for 2025 [9] - Baiwei Storage anticipates a net profit increase of 427.19% to 520.22% year-on-year for 2025 [10] - Morning Light Bio forecasts a net profit increase of 272.14% to 330.62% year-on-year for 2025 [11]

Core Viewpoint - TCL Technology (000100.SZ) forecasts a net profit attributable to shareholders of 4.21 billion to 4.55 billion yuan for 2025, representing a year-on-year increase of 169% to 191% [1] Group 1: Financial Performance - The company expects to achieve an operating revenue exceeding 100 billion yuan, with net profit surpassing 8 billion yuan and operating cash flow net amount exceeding 40 billion yuan, indicating high-quality growth [1] - TCL Huaxing maintains a competitive advantage in large-size products such as TVs and commercial displays, while experiencing rapid growth in the small and medium-size product sector [1] Group 2: Strategic Developments - The company completed the acquisition of 100% equity in the former LG Display (China) Co., Ltd., enhancing its capacity layout for large and medium-size LCD panels [1] - TCL Technology acquired a minority stake in Shenzhen Huaxing Optoelectronics Semiconductor Display Technology Co., Ltd., which is expected to boost the company's net profit attributable to shareholders [1] - The expansion of the G5.5 generation printed OLED production line and the establishment of the world's first high-generation printed OLED production line are set to advance the commercialization of printed OLED technology [1] Group 3: Industry Position - TCL Zhonghuan adheres to a strategy of "domestic leadership, global catch-up," solidifying its leading position in the semiconductor materials sector, with annual revenue exceeding 5.7 billion yuan [2] - The company is navigating significant fluctuations in the photovoltaic industry due to oversupply across various segments, focusing on product technology innovation and global strategies to improve profitability [2] - Miao Jia Technology continues to expand its leading advantage, with the TV OEM business further solidifying its industry leadership and the display OEM business maintaining rapid growth [2]

Group 1 - Hangxiao Steel Structure announced that it does not have a "commercial aerospace" business, with its main operations focused on steel structure contracting and related services, and a recent project contributing less than 1% to its 2024 audited revenue [1] - Tianlong Group stated that it has not generated additional revenue from AI tools, which are currently used internally for advertising content creation, and that the overall business operations remain unaffected [1] - Wanxing Technology confirmed that there are no undisclosed significant matters affecting its operations, and its business environment remains stable [2] Group 2 - Yaxing Chemical announced the termination of a share issuance and cash purchase of assets due to market changes and disagreements on asset valuation [2] - Zhejiang Shuculture clarified that its subsidiaries do not engage in GEO business, which has been misreported by media [2] - Luxshare Precision terminated the acquisition of assets from Wintime Technology due to delivery restrictions, with a request for the return of 1.53 billion RMB [3] Group 3 - Jinyu Group reported that its subsidiaries' revenues from specific projects are minimal compared to its overall revenue, with a small contribution from recent contracts [4] - Tongyu Communication highlighted that its stock price has significantly outpaced its fundamentals, indicating potential risks of a price correction [4] - Dongfang Mingzhu noted that the listing process for its investment in Chaoguhuan has uncertainties but currently does not impact its performance [5] Group 4 - Luyin Investment warned of risks associated with its stock price surge, which has increased by 86.92% over the last ten trading days [5] - Puyuan Information stated that its AI software platform is in the early commercialization stage, with limited revenue impact expected [6] - Zhejiang Wenhu Intermediary reported that its GEO business has not yet generated revenue, reflecting uncertainties in market acceptance [6] Group 5 - Xinhua News confirmed that its GEO business lacks a mature profit model and has not generated income [7] - People's Daily stated that it does not engage in GEO business and has not been affected by market rumors [7] - China First Heavy Industries reported minimal involvement in controllable nuclear fusion projects, with no significant revenue generated [8] Group 6 - Xibu Mining announced an increase in copper resources at the Yulong Copper Mine, adding 131.42 million tons of copper metal resources [8] - Jiurui New Materials commenced trial production of a new photoinitiator project, expected to cater to mainstream markets [9] - Tongda Sea indicated that AI-related revenue is low and does not significantly impact overall business performance [10] Group 7 - Zhenai Meijia's stock price has deviated significantly from market indices, prompting caution for investors [11] - Guizhou Moutai approved a new marketing strategy to enhance its sales channels and adapt to consumer demands [12] - Shunhao Co. plans to increase its stake in a subsidiary, reflecting confidence in future business prospects [14] Group 8 - A number of companies, including TCL Technology and Dazhu CNC, forecast significant profit increases for 2025, driven by operational improvements and market demand [19][22] - Long Cable Technology expects a profit increase due to changes in its employee stock plan and market conditions [22] - Jiangsu Electric Power reported a profit increase attributed to higher sales and reduced financial costs [29]

深圳商报·读创客户端首席记者 刘琼 实习生杨与萌 尹烨从生命健康产业出发，阐述了科技赋能民生的理念。他强调，生命健康是全民福祉的基础，企业应聚焦核心技术 攻关，让基因科技、生物制造等前沿技术走进大众生活。 在践行企业社会责任方面，招商银行原行长、中国企业家俱乐部执行理事长马蔚华表示，ESG理念已成为企业高质量 发展的重要指引，建议企业应将环境、社会、治理要求深度融入发展战略；通过金融创新推动绿色投资、支持社会责 任项目落地，引导资源流向可持续发展领域，实现商业价值与社会价值、环境价值的共生共赢。 （主办方供图） 李东生表示，过去二十年，中国企业从全球产业链的追赶者，成长为在新型战略产业领域开疆拓土的先锋，也成为中 国经济全球化的探路者。中国企业的出海之路已从最初的产品出口，升级为商业模式、工业能力、供应链的系统化出 海。当前全球科技竞争日趋激烈，人工智能正从概念走向深度产业化，成为未来经济增长的关键力量。 刘庆峰分享科大讯飞在人工智能领域的最新探索。他提出，通用人工智能时代正在加速到来，重塑着产业形态与商业 逻辑。面对这样的变革，核心技术自主可控是企业立足长远的根本。 何小鹏聚焦新能源与智能网联汽车产业，分享 ...

1990年初，李东生和几个同事前往拉斯维加斯，以观众身份第一次参加了国际消费电子展（CES）。 彼时对于中国而言，西方世界的一切既迷人又恐惧，作为观众的李东生在CES直观感受到了中国与海外电子产业的技术代差。一年后，TCL首次参展CES， 迄今参展33次，几乎从不缺席。 CES是消费电子产业历史最长的展会之一，也是全球顶尖技术集中展示的平台。 TCL参展2026年CES 相比1991年9平米的展位，今年TCL的展位面积有2453平米，是参展面积最大的中国品牌。 其中，TCL的SQD-Mini LED显示方案、全球首款印刷OLED车载屏等拳头产品陆续亮相，一系列AI终端设备集中展出，串联起了TCL"屏宇宙"与"AI生活"两 大主线。 从牵手奥运会、拿下NFL赞助，到CES上的技术大阅兵，TCL在全球范围内的技术与品牌影响力还在不断刷新。 它的每一个动作，都是一家技术立业的品牌融入全球市场的脚步，也是一个企业家对"实业报国"长达45年的理解和诠释。 TCL 的时代激流 2021年TCL成立四十周年，李东生接受采访，回忆起过去的峥嵘岁月[1]： "很多事你敢去做是很重要的，就算遭受挫折，这个过程中能力就能建立起来， ...

公告显示，2025年1—12月，TCL科技归属于上市公司股东的净利润预计为42.1亿元—45.5亿元，较上年 同期的15.64亿元增长169%—191%；扣除非经常性损益后归属于上市公司股东的净利润预计为28.9亿元 —32.0亿元，较上年同期的2.98亿元大幅增长869%—973%。 北京商报讯（记者 陶凤 王天逸）1月13日，TCL科技集团股份有限公司发布2025年度业绩预告，公司业 绩预计实现大幅上升。 ...

Core Viewpoint - TCL Technology (000100.SZ) announced a profit forecast for 2025, expecting net profit attributable to shareholders to be between 4.21 billion and 4.55 billion yuan, representing a year-on-year increase of 169% to 191% [1][7]. Financial Performance - The projected net profit for 2025 is between 4.21 billion and 4.55 billion yuan, compared to 1.564 billion yuan in the previous year, indicating an increase of 169% to 191% [3][9]. - The net profit after deducting non-recurring gains and losses is expected to be between 2.89 billion and 3.2 billion yuan, up from 298 million yuan last year, reflecting an increase of 869% to 973% [3][9]. - Basic earnings per share are projected to be between 0.2174 yuan and 0.2350 yuan, compared to 0.0842 yuan per share in the previous year [3][9]. Business Strategy and Operations - The company focuses on three core areas: semiconductor displays, new energy photovoltaics, and semiconductor materials, aiming for sustainable high-quality development [3][9]. - TCL Huaxing is committed to a leading strategy, achieving a revenue of over 100 billion yuan and a net profit exceeding 8 billion yuan, with a net operating cash flow of over 40 billion yuan [3][9]. - The company maintains a competitive advantage in large-size products like TVs and commercial displays, while also rapidly growing in the small and medium-size product sectors [4][10]. Acquisitions and Expansions - The company completed the acquisition of 100% of the shares of the former LG Display (China) Co., Ltd., enhancing its capacity layout for large and medium-size LCD panels [4][10]. - TCL Huaxing is expanding its G5.5 generation printed OLED production line and building the world's first high-generation printed OLED production line, which will support future display technology upgrades [4][10]. Market Position - TCL Zhonghuan achieved over 5.7 billion yuan in revenue, maintaining its position as the leading domestic player in the semiconductor materials sector [4][10]. - The company is navigating significant fluctuations in the photovoltaic industry due to oversupply across various segments, focusing on product innovation and global strategies to improve profitability [4][10].