TCL TECH.(SZ:000100) Zhi Tong Cai Jing·2026-01-13 15:31Group 1: TCL Technology Performance - TCL Technology (000100.SZ) forecasts a net profit attributable to shareholders of 4.21 billion to 4.55 billion yuan for 2025, representing a year-on-year increase of 169% to 191% [1] - The company expects to achieve operating revenue exceeding 100 billion yuan and net profit exceeding 8 billion yuan, with operating cash flow net exceeding 40 billion yuan, indicating high-quality growth [1] - The company completed the acquisition of 100% equity in the former LG Display (China) Co., Ltd., enhancing its capacity layout for large and medium-sized LCD panels [1] Group 2: TCL Zhonghuan and Industry Challenges - TCL Zhonghuan (002129) is experiencing significant fluctuations in the photovoltaic industry due to oversupply across various segments [2] - The company adheres to a strategy of product technology innovation and globalization, aiming to improve profitability amid challenges [2] - The company continues to expand its leading position in the TV OEM business and is actively developing high-value-added products in commercial displays and gaming monitors, significantly enhancing profitability [2]