TCL TECH.(SZ:000100) Huan Qiu Lao Hu Cai Jing·2025-09-16 04:00Group 1 - TCL Technology announced a joint investment with the Guangzhou Municipal Government and the Guangzhou Economic and Technological Development Zone Management Committee to build an 8.6-generation printed OLED display panel production line, with a total investment of approximately 29.5 billion yuan [1] - The t8 project aims to produce about 22,500 glass substrates per month, suitable for applications in tablets, laptops, and monitors, positioning TCL to commercialize high-generation printed OLED technology and surpass foreign competitors in the high-generation AMOLED field [2][3] - The printed OLED technology utilized in the t8 project boasts advantages such as excellent color performance, high resolution, high material utilization, low energy consumption, and lower investment and manufacturing costs, making it suitable for scalable commercial OLED technology across various sizes [2] Group 2 - TCL Huaxing, a subsidiary of TCL Technology, has been researching OLED technology for over a decade and holds more than 1,200 patents in printed OLED technology, with its G5.5 generation line achieving mass production in 2024 [3] - In the first half of the year, TCL Technology reported revenue of 85.56 billion yuan, a year-on-year increase of 6.65%, with semiconductor display business revenue contributing 57.55 billion yuan, and TCL Huaxing's revenue reaching 50.43 billion yuan, up 14.4% year-on-year [4] - TCL Technology ranked fourth globally in flexible OLED smartphone shipment market share during the first half of the year [4]