Core Viewpoint - The Mini LED TV market is expected to perform exceptionally well in 2024, driven by technological breakthroughs, policy support, and consumer upgrades, with sales projected to reach 6.75 million units, a year-on-year increase of 65% [1]. Group 1: Market Performance - The sales of large-sized Mini LED TVs in China are boosted by the government's subsidy program for replacing old appliances, leading to an upward revision of sales forecasts by 5.4% [1]. - By 2025, nearly 24 new Mini LED models have been launched by various brands, including Hisense, TCL, and Sony, indicating sustained market enthusiasm [1]. Group 2: Product Offerings - Major brands like Hisense and TCL are focusing on large-sized Mini LED TVs, with Hisense introducing multiple models up to 116 inches and TCL offering options up to 98 inches [5][7]. - The introduction of RGB Mini LED technology is gaining traction, with brands like Hisense and TCL showcasing their latest models at CES 2025, enhancing color accuracy and display quality [8][9]. Group 3: Future Outlook - The Mini LED TV market is anticipated to continue its growth trajectory, supported by technological advancements and decreasing production costs, which will enhance market competitiveness [11]. - National policies aimed at providing industry subsidies are expected to lower retail prices for Mini LED TVs, stimulating market demand [11].

登录新浪财经APP 搜索【信披】查看更多考评等级 为进一步丰富半导体显示产线技术、深化国际化客户战略合作、增强产业协同效应和规模优势、提升长 期盈利水平，经TCL科技集团股份有限公司（以下简称"公司"）2024年9月26日第八届董事会第五次会 议审议，公司通过控股子公司TCL华星光电技术有限公司（以下简称"TCL华星"）收购LG Display Co., Ltd.及其关联方（以下简称"交易对方"）持有的乐金显示（中国）有限公司（以下简称"LGDCA"）80% 股权、乐金显示（广州）有限公司（以下简称"LGDGZ"，与LGDCA合称"标的公司"）100%股权，以及 标的公司运营所需相关技术及支持服务（以下简称"本次交易"）。目前，标的公司已完成公司名称及股 权变更的工商变更登记手续，并已于2025年第二季度起纳入公司合并报表。 有关本次交易的情况详见公司分别于2024年9月27日、2025年3月19日在指定媒体发布的《关于拟收购乐 金显示（中国）有限公司80%股权及乐金显示（广州）有限公司100%股权的公告》及《关于收购乐金 显示（中国）有限公司100%股权及乐金显示（广州）有限公司100%股权进展暨股权工商变 ...

关于收购乐金显示（中国）有限公司 80%股权及乐金显示（广 州）有限公司 100%股权进展的公告 证券代码：000100 证券简称：TCL 科技 公告编号：2025-018 TCL 科技集团股份有限公司 一、交易概述 TCL 科技集团股份有限公司 为进一步丰富半导体显示产线技术、深化国际化客户战略合作、增强产业协 同效应和规模优势、提升长期盈利水平，经 TCL 科技集团股份有限公司（以下 简称"公司"）2024 年 9 月 26 日第八届董事会第五次会议审议，公司通过控股 子公司 TCL 华星光电技术有限公司（以下简称"TCL 华星"）收购 LG Display Co., Ltd.及其关联方（以下简称"交易对方"）持有的乐金显示（中国）有限公 司（以下简称"LGDCA"）80%股权、乐金显示（广州）有限公司（以下简称 "LGDGZ"，与 LGDCA 合称"标的公司"）100%股权，以及标的公司运营所需 相关技术及支持服务（以下简称"本次交易"）。目前，标的公司已完成公司名称 及股权变更的工商变更登记手续，并已于 2025 年第二季度起纳入公司合并报表。 根据本次交易协议的约定，TCL 华星可对交割报表进行审查 ...

Core Viewpoint - The 13th China Electronic Information Expo (CITE 2025) showcased innovative display technologies from various manufacturers, highlighting advancements in OLED, Mini-LED, and other display technologies. Group 1: TCL Huaxing - TCL Huaxing presented its HVA Ultra Starry Screen, featuring 178° wide viewing angle, DCI-P3 98% color gamut, and a narrow bezel of 2.9mm, achieving picture quality comparable to OLED [2] - The company showcased its first mass-produced printed OLED 4K display with a 120Hz refresh rate and a bezel-less design, currently with a production capacity of 5.5K, aiming to expand to over 10K [4] - TCL Huaxing's environment light adaptive TV screen utilizes advanced a-Si In-cell Sensor technology to automatically adjust brightness and color temperature, effectively reducing energy consumption [5] - Additional products included an eye-care tablet with anti-reflective features and the world's thinnest LCD laptop module [7] Group 2: Tianma Microelectronics - Tianma Microelectronics focused on automotive display products, showcasing a 13-inch dual-screen curved OLED display that enhances readability and interaction for drivers [8] - The display features Corning's Cold Form™ technology, achieving a reflection rate of 0.5% and a color deviation of Delta E<0.8, creating an integrated large-screen visual effect [10] - The company also exhibited ultra-narrow bezel, high-resolution flexible screens, and low-power displays [11] Group 3: Hehui Optoelectronics - Hehui Optoelectronics displayed a flexible 11.3-inch AMOLED tablet with variable refresh rates from 1 to 120Hz, utilizing IGZO technology for low power consumption and high brightness [13] - In the automotive sector, a 13-inch 2.5K tandem AMOLED display was showcased, achieving peak brightness of 2500 nits and a lifespan four times longer than single-layer displays, with a 30% reduction in power consumption [15] - Other products included a 6.02-inch FHD+ flexible AMOLED phone display and a 27-inch 4K 120Hz AMOLED desktop monitor [17] Group 4: Longteng Optoelectronics - Longteng Optoelectronics presented a 14-inch interactive privacy screen with a resolution of 1920*1200 and a contrast ratio of 1500:1, featuring low blue light protection [18] - The company also showcased displays for the medical industry, including 8.4-inch, 12.1-inch, and 15-inch screens designed for clinical monitoring [20] - In the automotive display sector, a 12.3-inch anti-peep touch screen was exhibited, supporting FHD resolution and 1000 nits brightness [21] Group 5: Dahui International - Dahui International, a partner of AUO, highlighted a new generation of Micro LED transparent displays with a lifespan of 100,000 hours and a brightness of 1200 nits [24][26] Group 6: Philips Television - Philips showcased its 75-inch QD-MiniLED wall-mounted AI television MLED960, featuring a refresh rate of 288Hz and a color gamut of 93% DCI-P3 [27] - The 75-inch ambient light television PUF8568 intelligently adjusts ambient light to balance screen brightness, reducing visual strain [28] Group 7: Play Your Dream - Play Your Dream introduced the world's first Android-based spatial computer, featuring dual 8K Micro-OLED screens with a resolution of 27 million pixels and a refresh rate of 90Hz [31][33]

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。 重要提示： 1、债券简称：24TCLK2。 证券代码：000100 证券简称：TCL 科技 公告编号：2025-017 债券代码：148683 债券简称：24TCLK2 TCL 科技集团股份有限公司 2024年面向专业投资者公开发行科技创新公司债券（数字经济） （第二期）2025年付息公告 2、债券代码：148683。 3、债权登记日：2025 年 4 月 10 日。 4、付息日：2025 年 4 月 11 日。 5、计息期间：2024 年 4 月 11 日-2025 年 4 月 10 日。 TCL科技集团股份有限公司2024年面向专业投资者公开发行科技创新公 司债券（数字经济）（第二期）将于 2025 年 4 月 11 日支付自 2024 年 4 月 11 日到 2025 年 4 月 10 日期间的利息。为保证付息工作的顺利进行，现将有 关事项公告如下： 一、本期债券的基本情况 1、发行人：TCL 科技集团股份有限公司 2、债券名称：TCL 科技集团股份有限公司 2024 年面向专业投资者公 ...

4月8日，在经历了周一（4月7日）的震荡后，A股迎来反弹。 截至4月8日收盘，沪指涨1.58%，深成指涨0.64%，创业板指涨1.83%，北证50指数涨4.82%，市场情绪逐步回暖。据悉，4月7日盘后至4月8日早盘，多家A 股上市公司出手，宣布回购计划。4月8日盘后，截至《每日经济新闻》记者发稿时，又有多家上市公司披露了回购或增持公司股票的计划。 全市场超3200只个股上涨，逾百股涨停 上市公司宣布回购公司股票，提振市场信心的方案在4月7日盘后就开始密集出炉，其中不乏各行业龙头企业。 4月7日晚，宁德时代（SZ300750，股价219.05元，市值9645亿元）、英科再生（SH688087，股价20.84元，市值39.02亿元）、盛天网络（SZ300494，股价 10.19元，市值49.98亿元）、杰克股份（SH603337，股价25.77元，市值123.6亿元）、海尔智家（SH600690，股价24.75元，市值2322亿元）等多家上市公司 发布回购或增持计划公告。4月8日上午，贵州茅台（SH600519，股价1545.00元，市值1.94万亿元）、国电南瑞（SH600406，股价23.17元，市值1861 ...

证券代码:000100 证券简称:TCL 科技 公告编号: 2025-016 TCL 科技集团股份有限公司 关于董事长提议回购公司部分股份的提示性公告 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"本公司"或"公司"）于 2025 年 4 月 8 日收到公司董事长李东生先生（以下简称"提议人"）《关于提议 TCL 科技集团 股份有限公司回购公司部分股份的函》，具体内容如下： 为维护公司全体股东利益，增强投资者信心，稳定及提升公司价值，基于对 公司未来发展的信心，公司董事长李东生先生提议公司通过集中竞价交易方式回 购部分公司股份，回购的股份将用于员工持股计划或股权激励。 三、提议内容 1、回购股份的种类：公司发行的人民币普通股（A 股）。 2、回购股份的用途：本次回购的股份用于员工持股计划或股权激励；若公司 未能在本次回购完成之后 36 个月内将回购股份用于上述用途或所回购的股份未 全部用于上述用途，则公司回购的未使用部分股份将依法予以注销。 3、回购股份的方式：通过深圳证券交易所交易系统以集中竞价交 ...

Core Insights - The report highlights a positive outlook for the rare earth industry, driven by a recovery in market conditions and increased sales profits, with a projected net profit for Guangsheng Nonferrous of 40 to 50 million yuan in Q1 2025, marking a significant turnaround from losses in the previous year [3] - The agricultural chemicals sector is also showing signs of recovery, with Limin Co. forecasting a net profit of 100 to 120 million yuan in Q1 2025, a substantial increase from a loss of 8.49 million yuan in the same period last year, attributed to rising product prices and a favorable market environment [3] - Tiande Yu expects a revenue increase of 60.52% year-on-year, with net profit reaching approximately 70.57 million yuan in Q1 2025, driven by the expansion of new products and markets, particularly in display driver chips and electronic price tag chips [4] Industry Analysis - The home appliance export sector faces significant challenges due to the recent implementation of a 10% minimum baseline tariff and additional tariffs that could raise the average tariff rate to around 80% for Chinese white goods exported to the U.S., creating a substantial impact on trade dynamics [6][7] - Companies with diversified production capacities and lower exposure to the U.S. market, such as TCL and Hisense, are better positioned to withstand tariff pressures due to localized production strategies [7] - Smaller enterprises that rely heavily on exports to the U.S. and lack overseas operations are likely to face severe cost pressures and may struggle to remain competitive, potentially leading to reduced orders and financial difficulties [8]

Domestic Financial Market - The Ministry of Foreign Affairs emphasizes China's commitment to true multilateralism and the protection of the multilateral trading system centered around the WTO [4] - The Ministry of Commerce held a roundtable meeting with representatives from over 20 US-funded enterprises [4] - The Ministry of Industry and Information Technology hosted a seminar on AI terminal benchmarks and intelligent classification [4] Industry Updates - As of the end of March, China's gold reserves reached 73.7 million ounces, with the central bank expanding its reserves for five consecutive months, impacting related stocks such as Zijin Mining and Chifeng Jilong Gold [5] - The first cross-provincial and cross-border freight station in the country has been officially launched, reducing costs by approximately 30%, affecting stocks like Baoshai Technology and SF Holding [5] - Display panel manufacturers maintained a capacity utilization rate above 80% in Q1 2025, influencing stocks such as BOE Technology Group and TCL Technology [5] Company Focus - Lianhua Holdings reported a significant increase in product sales and revenue in Q1 2025, with net profit expected to grow by 103% to 144% year-on-year [6] - Beijing-Shanghai High-Speed Railway signed a strategic cooperation framework agreement with the China Railway Economic Planning Research Institute [6] - Huaneng Hydropower achieved a power generation of 21.292 billion kWh in Q1 2025, a year-on-year increase of 31.22%, with grid-connected power reaching 21.104 billion kWh, up 31.42% year-on-year [6] - Heng Rui Medicine licensed its self-developed SHR7280 project to Merck KGaA, which will pay an upfront fee of €15 million [6] Market Review and Outlook - On April 7, the Shanghai and Shenzhen markets opened significantly lower due to US tariff policies and declines in external markets, with the Shanghai Composite Index closing down 7.34% at 3096 points and the ChiNext Index dropping 12.5%, marking its largest single-day decline [7] - The market faced accelerated declines due to sudden trade conflicts, but technical analysis suggests that the market may rebound after filling previous gaps [8] - The A-share market remains in a low valuation zone, with the manufacturing PMI returning above the growth line, and expectations for more favorable policies to be introduced [8]

证券代码：000100 证券简称：TCL科技 公告编号：2025-015 登录新浪财经APP 搜索【信披】查看更多考评等级 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"）。 公司于2025年4月6日收到深圳证券交易所（以下简称"深交所"）出具的《关于受理TCL科技集团股份有 限公司发行股份购买资产并募集配套资金申请文件的通知》（深证上审〔2025〕44号）。深交所根据相 关规定对公司报送的发行股份购买资产并募集配套资金申请文件进行了核对，认为申请文件齐备，决定 予以受理。 本次交易尚需通过深交所审核并取得中国证券监督管理委员会同意注册的批复，最终能否通过审核、取 得注册，以及最终通过审核、取得注册的时间仍存在不确定性。公司将根据该事项的进展情况，按照有 关法律法规的规定和要求及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 TCL科技集团股份有限公司 2025年4月7日 TCL科技集团股 ...