年内两度加码，TCL科技拟60.45亿收购华星半导体10.77%股权

Core Viewpoint - TCL Technology is increasing its stake in Shenzhen Huaxing Semiconductor by acquiring an additional 10.7656% equity for 6.045 billion yuan, raising its total ownership from 84.2105% to 94.9761%, marking a significant exit of Shenzhen state-owned assets from the company [1][2] Group 1: Acquisition Details - The acquisition involves TCL Technology's subsidiary, TCL Huaxing Optoelectronics, purchasing the equity from Shenzhen Major Industry Development Phase I Fund [1] - This transaction signifies the phased exit of Shenzhen state-owned assets, which previously invested 17 billion yuan from 2016 to 2019 to support the T6 and T7 production lines [1] Group 2: Financial Performance - As of the end of 2024, Shenzhen Huaxing Semiconductor reported total assets of 68.04 billion yuan and net assets of 44.85 billion yuan, with annual revenue of 24.158 billion yuan and net profit of 2.807 billion yuan [2] - In the first half of 2025, the company continued its growth trend with revenue of 12.023 billion yuan and net profit of 1.709 billion yuan, equivalent to 60.9% of the total revenue for 2024 [2] Group 3: Strategic Implications - This acquisition marks TCL Technology's second increase in stake within the year, following a previous purchase of 21.5311% equity for 11.562 billion yuan, completed in July 2025 [2] - The company reported a 10.5% year-on-year increase in revenue for the first three quarters, reaching 135.9 billion yuan, and a significant net profit increase of 99.8% to 3.05 billion yuan [2] - Industry experts suggest that TCL Technology's strengthened control over core assets may enhance its performance elasticity and profitability in the optimized semiconductor display industry landscape [2]