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TCL科技:中小尺寸业务已成为公司显示业务业绩增长的核心引擎

Core Viewpoint - TCL Technology held a performance briefing for Q3 2025 on October 31, highlighting significant growth in various business segments driven by the T9 production line and product optimization [1] Group 1: Business Performance - The T9 production line's capacity ramp-up and product structure optimization have greatly enhanced the company's overall competitiveness [1] - In the IT sector, MNT sales increased by 10% year-on-year, maintaining a leading position in the esports market [1] - Notebook (NB) sales surged by 63% year-on-year, indicating strong growth momentum [1] Group 2: Market Share and Rankings - In the mobile terminal sector, LCD smartphone shipments rose by 28% year-on-year, with market share increasing by 4 percentage points to 14% [1] - The tablet market share reached 13%, up by 6 percentage points year-on-year, with the global ranking improving from fifth to second [1] - The automotive display segment saw a 47% year-on-year increase in shipment area, with market share rising by 3 percentage points to 11% [1] Group 3: Future Outlook - The T9 production line is expected to continue contributing positively to the company's performance, with anticipated improvements in profitability driven by product structure optimization and operational efficiency [1]