TCL科技发布2025年业绩预告

Core Viewpoint - TCL Technology has announced a remarkable earnings forecast for 2025, projecting a net profit increase of 169% to 191% year-on-year, with expected net profits ranging from 4.21 billion to 4.55 billion yuan [2][12]. Financial Performance - The company anticipates a net profit attributable to shareholders of 4.21 billion to 4.55 billion yuan, a significant rise from 1.564 billion yuan in the previous year, representing an increase of 169% to 191% [3][13]. - The net profit after excluding non-recurring gains and losses is expected to be between 2.89 billion and 3.20 billion yuan, marking an impressive growth of 869% to 973% compared to last year's 298 million yuan [3][13]. - Basic earnings per share are projected to be between 0.2174 yuan and 0.2350 yuan, up from 0.0842 yuan per share in the previous year [3][13]. Business Growth Drivers - TCL Huaxing, a core subsidiary, is expected to achieve over 100 billion yuan in revenue, with net profits exceeding 8 billion yuan and operating cash flow net exceeding 40 billion yuan, indicating high-quality growth [3][12]. - The company maintains a strong competitive advantage in large-size products such as TVs and commercial displays, while also rapidly expanding its market share in small and medium-sized products [3][12]. Strategic Developments - TCL Technology has made significant moves in its industrial layout, including the acquisition of 100% of the original LG Display (China) Co., Ltd., enhancing its capacity for large and medium-sized LCD panels [4][14]. - The company has also acquired minority stakes in Shenzhen Huaxing Optoelectronics Semiconductor Display Technology Co., Ltd., which directly boosts its profits attributable to shareholders [4][14]. - Investments in OLED technology include the expansion of the G5.5 generation printing OLED production line and the construction of the world's first high-generation printing OLED production line [4][14]. - In the LED sector, TCL plans to invest 490 million yuan to acquire Zhaoyuan Optoelectronics by the end of 2025, aiming to integrate the entire industry chain from chips to displays [4][14]. - The company’s photovoltaic segment, TCL Zhonghuan, is projected to achieve over 5.7 billion yuan in revenue, maintaining its position as the top performer in the domestic market [4][14].