证券代码: 000100 证券简称: TCL 科技 上市地:深圳证券交易所 TCL 科技集团股份有限公司 发行股份及支付现金购买资产 并募集配套资金报告书(草案) 摘要 (注册稿) | 项目 | 交易对方 | | --- | --- | | 发行股份及支付现金购买资产 | 深圳市重大产业发展一期基金有限公司 | | 募集配套资金 | 不超过 35 名(含)符合条件的特定对象 | 独立财务顾问 二〇二五年六月 声明 一、上市公司声明 本公司及全体董事、监事、高级管理人员保证重组报告书及其摘要内容的真 实、准确、完整,保证不存在虚假记载、误导性陈述或重大遗漏,并对其内容的 真实性、准确性、完整性承担个别和连带的法律责任。 本公司第一大股东及其一致行动人、全体董事、监事、高级管理人员承诺, 如本次交易所提供或披露的信息涉嫌虚假记载、误导性陈述或者重大遗漏,被司 法机关立案侦查或者被中国证监会立案调查的,在形成调查结论以前,不转让在 上市公司拥有权益的股份,并于收到立案稽查通知的两个交易目内将暂停转让的 书面申请和股票账户提交上市公司董事会,由上市公司董事会代其向证券交易所 和证券登记结算机构申请锁定;未在两个交易日 ...

证券代码:000100 证券简称:TCL 科技 上市地:深圳证券交易所 TCL 科技集团股份有限公司 发行股份及支付现金购买资产 并募集配套资金报告书(草案) (注册稿) | 项目 | 交易对方 | | --- | --- | | 发行股份及支付现金购买资产 | 深圳市重大产业发展一期基金有限公司 | | 募集配套资金 | 不超过 35 名(含)符合条件的特定对象 | 独立财务顾问 二〇二五年六月 声明 一、上市公司声明 本公司及全体董事、监事、高级管理人员保证本报告书及其摘要内容的真实、 准确、完整,保证不存在虚假记载、误导性陈述或重大遗漏,并对其内容的真实 性、准确性、完整性承担个别和连带的法律责任。 本公司第一大股东及其一致行动人、全体董事、监事、高级管理人员承诺, 如本次交易所提供或披露的信息涉嫌虚假记载、误导性陈述或者重大遗漏,被司 法机关立案侦查或者被中国证监会立案调查的,在形成调查结论以前,不转让在 上市公司拥有权益的股份,并于收到立案稽查通知的两个交易目内将暂停转让的 书面申请和股票账户提交上市公司董事会,由上市公司董事会代其向证券交易所 和证券登记结算机构申请锁定;未在两个交易日内提交锁定申 ...

申万宏源证券承销保荐有限责任公司 关于 TCL 科技集团股份有限公司 发行股份及支付现金购买资产并募集配套资金 之 独立财务顾问报告 (注册稿) 独立财务顾问 田口宏源山旁真销旅学有限责任公司 | 日求 . | | --- | | 独立财务顾问声明与承诺 | | 一、独立财务顾问声明 . | | 二、独立财务顾问承诺 . | | 释义 … | | 一、一般术语 . | | 二、专业术语 . | | 重大事项提示 . | | 一、本次重组方案简要介绍 . | | 二、募集配套资金简要介绍 . | | 三、本次交易对上市公司的影响 . | | 四、本次交易已履行和尚需履行的审批程序 | | 五、上市公司主要股东关于本次重组的原则性意见 . | | 六、上市公司的主要股东、董事、监事、高级管理人员自本次交易草案公告 | | 之日起至实施完毕期间的股份减持计划 | | 七、本次交易对中小投资者权益保护的安排 | | 八、其他需要提醒投资者重点关注的事项 . | | 重大风险提示 . | | 一、宏观经济波动、国补政策变动及显示技术竞争导致下游市场需求变化的 | | 风险 | | 二、本次交易导致上市公司资产负债结构变 ...

Core Viewpoint - TCL Technology plans to acquire a 21.5311% stake in Shenzhen Huaxing Optoelectronics Semiconductor Display Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising supporting funds [1] Group 1 - The transaction has been approved by the M&A Review Committee of the Shenzhen Stock Exchange on June 6, 2025 [1] - The completion of the transaction is subject to approval from the China Securities Regulatory Commission, introducing uncertainty regarding the approval and timing [1]

TCL 科技集团股份有限公司及董事会全体成员保证公告内容的真实、准确 和完整，没有虚假记载、误导性陈述或者重大遗漏。 TCL 科技集团股份有限公司（以下简称"公司"）拟发行股份及支付现金购买 深圳市重大产业发展一期基金有限公司（以下简称"交易对方"）持有的深圳市 华星光电半导体显示技术有限公司 21.5311%股权，并拟向不超过 35 名（含）符 合条件的特定对象发行股份募集配套资金（以下简称"本次交易"）。 2025 年 6 月 6 日，深圳证券交易所并购重组审核委员会召开 2025 年第 6 次 并购重组审核委员会审议会议，对公司本次交易的申请进行了审议。根据深圳证 券交易所并购重组审核委员会发布的《深圳证券交易所并购重组审核委员会 2025 年第 6 次审议会议结果公告》，本次会议的审议结果为：本次交易符合重组条件 和信息披露要求。 公司结合实际情况，对 2025 年 5 月 27 日披露的《TCL 科技集团股份有限公 司发行股份及支付现金购买资产并募集配套资金报告书（草案）（上会稿）》（以 下简称"重组报告书"）做了相应修订，形成了《TCL 科技集团股份有限公司发 行股份及支付现金购买资产并募集配套资 ...

特此公告。 证券代码：000100 证券简称：TCL 科技 公告编号：2025-052 TCL 科技集团股份有限公司 TCL 科技集团股份有限公司 董事会 关于公司发行股份及支付现金购买资产并募集配套资金事项 获得深圳证券交易所并购重组审核委员会审核通过的公告 TCL 科技集团股份有限公司及董事会全体成员保证公告内容的真实、准确 和完整，没有虚假记载、误导性陈述或者重大遗漏。 TCL 科技集团股份有限公司（以下简称"公司"）拟通过发行股份及支付现 金的方式购买深圳市重大产业发展一期基金有限公司持有的深圳市华星光电半 导体显示技术有限公司 21.5311%股权，并拟向不超过 35 名（含）符合条件的特 定对象发行股份募集配套资金（以下简称"本次交易"）。 深圳证券交易所并购重组审核委员会于 2025 年 6 月 6 日召开 2025 年第 6 次 并购重组审核委员会审议会议，对公司本次交易的申请进行了审议。根据深圳证 券交易所并购重组审核委员会发布的《深圳证券交易所并购重组审核委员会 2025 年第 6 次审议会议结果公告》，本次会议的审议结果为：本次交易符合重组条件 和信息披露要求。 本次交易尚需取得中国证券 ...

TCL 科技集团股份有限公司 2025 年度跟踪评级报告 TCL 科技集团股份有限公司 2025 年度跟踪评级报告 编号：信评委函字[2025]跟踪 0400 号 声 明 中诚信国际信用评级有限责任公司 2025 年 6 月 6 日 2 本次评级为委托评级，中诚信国际及其评估人员与评级委托方、评级对象不存在任何其他影响本次评级行为独立、 客观、公正的关联关系。 本次评级依据评级对象提供或已经正式对外公布的信息，以及其他根据监管规定收集的信息，中诚信国际按照相关 性、及时性、可靠性的原则对评级信息进行审慎分析，但中诚信国际对于相关信息的合法性、真实性、完整性、准 确性不作任何保证。 中诚信国际及项目人员履行了尽职调查和诚信义务，有充分理由保证本次评级遵循了真实、客观、公正的原则。 评级报告的评级结论是中诚信国际依据合理的内部信用评级标准和方法、评级程序做出的独立判断，未受评级委托 方、评级对象和其他第三方的干预和影响。 本评级报告对评级对象信用状况的任何表述和判断仅作为相关决策参考之用，并不意味着中诚信国际实质性建议任 何使用人据此报告采取投资、借贷等交易行为，也不能作为任何人购买、出售或持有相关金融产品的依据 ...

Industry - The attractiveness of US assets is declining globally due to high foreign exchange hedging costs, leading investors to prefer their own country's bonds for better returns [1] - The US Treasury market is facing challenges from a deteriorating budget outlook and trade tensions, with foreign investors showing caution despite not fearing a default [1] - In the Hong Kong IPO market, 29 companies have listed this year, with 27 through IPOs, raising a total of HKD 77.346 billion, nearing last year's total [2] - Chinese investment banks are becoming dominant players in the Hong Kong IPO scene, with over half of the underwriting firms being Chinese, marking a shift from foreign banks [2] - A total of 171 companies have submitted applications to list on the Hong Kong Stock Exchange, with 145 currently in the hearing process [2] - In the electronics sector, 30 companies are expected to see net profit growth exceeding 50% this year, with significant interest from institutional investors [3] - The North American electronics industry's capital expenditures are expected to exceed forecasts, prompting domestic companies to follow suit [3] Company - Circle, the first stablecoin company, saw its stock surge 122.58% on its first day of trading on the NYSE, closing at USD 83.23, a 168.5% increase [4] - Circle's market capitalization exceeded USD 18 billion on its debut, with trading volume reaching approximately 46 million shares [4] - Controversy surrounds Kelun Pharmaceutical's ergothioneine capsules, with accusations of being a "fake drug" from a prominent academic, leading to a significant stock price increase for the company [5] - Following the death of its founder, Wahaha Group is undergoing a "de-Wahaha" transformation, with over 15 companies in its system ceasing operations and facing quality control issues [6]

Core Viewpoint - The Export-Import Bank of China, led by Chairman Chen Huaiyu, is strengthening support for TCL in response to its operational needs and recent market conditions, aiming to enhance business cooperation and contribute to national strategic goals and high-quality economic development [1] Group 1 - The meeting took place on June 5, where Chen Huaiyu and TCL's founder and chairman, Li Dongsheng, discussed financial tool recommendations tailored to TCL's business characteristics [1] - The Export-Import Bank is committed to providing targeted support to TCL, focusing on its urgent needs [1] - The collaboration aims to create a win-win scenario for both the bank and TCL, enriching business cooperation opportunities [1]

Core Viewpoint - The OLED technology is expanding its market share due to its self-emissive, high contrast, and lightweight advantages, primarily in small-sized applications like smartphones. However, the large-sized market faces slow growth due to cost and capacity constraints. The mid-sized market, including monitors, laptops, tablets, and automotive displays, is experiencing renewed competition driven by consumer demand for high-quality displays. TrendForce forecasts an 80.6% annual increase in OLED display shipments by 2025, with overall market penetration rising to 2% and potentially reaching 5% by 2028 [1][2]. Group 1 - TrendForce predicts that the penetration rate of OLED displays in the overall market will increase significantly, with a forecasted shipment growth of 80.6% by 2025 [1]. - The mid-sized display market is becoming increasingly competitive as consumers seek higher display quality, leading to new market dynamics [1][2]. - Companies like TCL Huaxing and Visionox are developing new technologies such as ViP and printed OLED to differentiate themselves from traditional FMM OLED technologies [2][3]. Group 2 - TCL Huaxing plans to introduce its self-developed printed OLED products into the medical display market by the end of 2024, showcasing a complete product line at the SID Display Week in May 2025 [2][3]. - The printed OLED technology aims to overcome limitations of FMM and vacuum environments, improving material usage efficiency and reducing investment costs by approximately 25% compared to similar vapor-deposited products [3][4]. - Despite challenges in yield, pixel density, and reliability, printed OLED panels have achieved a resolution of 326 PPI, meeting the needs of laptops and monitors [3][4]. Group 3 - Visionox is actively promoting its ViP technology, which utilizes lithography to achieve pixel graphic design, eliminating FMM limitations and supporting high aperture ratios and various pixel arrangements [4][5]. - A comparison of different OLED technologies highlights that printed OLED has lower equipment investment costs and is expected to achieve mass production by the end of 2024, while still facing yield challenges [5][7]. - The industry is moving towards more flexible and cost-effective OLED solutions, with non-vapor deposition technologies gaining traction [7].