近年来，全球新型显示（包括电视、手机、笔记本电脑、桌上显示器、可穿戴设备和车载显示等应用领 域）行业市场步入相对稳定状态，在折叠屏成为显示新增长点、车载屏幕与穿戴设备放量、显示屏尺寸 扩大的背景下，OLED有望成为高端显示技术主流，迎来市场爆发。 Omdia数据显示，2024年全球AMOLED面板出货量10.1亿片，出货量占比27%，预计2030年AMOLED面 板出货量将超过13.3亿片，出货量占比将提升至35%。AMOLED在IT、车载等中大尺寸应用增长，预计 到2030年笔电年复合增长率33%，车载显示器年复合增长率27%，桌上型显示器年复合增长率19%。 TCL科技称，印刷OLED具备色彩表现优异、分辨率高，且材料利用率高，能耗低，投资和制造成本低 等优势，是适配小、中、大全尺寸的规模化商用OLED技术路径。t8项目的建设，有助于TCL华星紧抓 市场增长需求，提升高端产品份额，持续优化经营效益。 今年上半年，TCL科技营收856.62亿元，同比增长6.67%，净利润18.84亿元，同比增长89.26%。截至 2025年6月30日，TCL华星总资产2136亿元，净资产781亿元；2025年1-6月实现营 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000100 证券简称:TCL科技 公告编号: 2025-082 TCL科技集团股份有限公司 第八届董事会第十四次会议决议公告 TCL科技集团股份有限公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏。 TCL科技集团股份有限公司（以下简称"本公司"或"公司"）第八届董事会第十四次会议于2025年9月10 日以邮件形式发出通知，并于2025年9月11日以通讯方式召开。本次董事会应出席董事9人，实际出席董 事9人。本次会议的召开符合《中华人民共和国公司法》及《公司章程》的有关规定。 关于投资建设第8.6代印刷OLED 一、会议以9票赞成，0票弃权，0票反对审议并通过《关于投资建设第8.6代印刷OLED生产线项目的议 案》。 详情请见与本决议公告同日发布在指定信息披露媒体上的公司《关于投资建设第8.6代印刷OLED生产线 项目的公告》。 二、备查文件 1、公司第八届董事会第十四次会议决议； 特此公告。 TCL科技集团股份有限公司 董事会 2025年9月12日 证券代码:000100 证券简称:TCL科技 公告编号: ...

Core Viewpoint - TCL Technology Group has signed a project cooperation agreement to jointly invest in the construction of an 8.6-generation printed OLED display panel production line in Guangzhou, with a total investment of approximately RMB 29.5 billion [2][5][9] Group 1: Project Overview - The project aims to establish a production line with a monthly processing capacity of approximately 22,500 glass substrates measuring 2290mm x 2620mm, focusing on applications in flat panels, laptops, and monitors [2][5] - TCL Huaxing, a subsidiary of TCL Technology, has extensive experience in the semiconductor display industry, operating 11 panel production lines and 6 module bases globally [4][5] Group 2: Technological Advancements - TCL Huaxing has been engaged in OLED technology research for over a decade, holding more than 9,700 OLED patents, including over 1,200 related to printed OLED technology [4][8] - The company has successfully completed the construction of a G5.5 generation printed OLED production line, which is set to achieve mass production and user delivery starting November 2024 [6][8] Group 3: Market Potential - The global new display industry is stabilizing, with OLED expected to become the mainstream high-end display technology, driven by growth in applications such as foldable screens, automotive displays, and wearable devices [6][7] - According to Omdia, global AMOLED panel shipments are projected to reach 1.01 billion units in 2024, with a market share of 27%, and are expected to exceed 1.33 billion units by 2030, increasing its market share to 35% [6] Group 4: Strategic Importance - The t8 project is positioned to help TCL Huaxing seize market growth opportunities and enhance its share of high-end products, thereby optimizing operational efficiency [7] - The project will utilize TCL Huaxing's proprietary technology, reinforcing China's position in the global new display industry and marking a significant shift from "catching up" to "leading" in the display technology sector [8][9]

公告指出，TCL华星在OLED领域已开展十多年的技术研究与探索，具备印刷OLED量产能力及关键专 利，其位于武汉的G5.5代印刷OLED产线已于2024年11月起实现量产及产品交付。 近年来，全球新型显示行业市场步入相对稳定状态，在折叠屏成为显示新增长点、车载屏幕与穿戴设备 放量、显示屏尺寸扩大的背景下，OLED有望成为高端显示技术主流，迎来市场爆发。该项目的建设有 助于TCL华星紧抓市场增长需求，提升高端产品份额，持续优化经营效益；更将为我国在全球新型显示 产业竞争新格局中抢占战略制高点发挥引领作用。 9月12日，TCL科技集团股份有限公司(000100.SZ)发布公告，公司、TCL华星与广州市人民政府、广州 经济技术开发区管理委员会共同签署项目合作协议，拟共同建设一条月加工2290mm×2620mm玻璃基板 能力约2.25万片的8.6代印刷OLED显示面板生产线，主要产品涵盖平板、笔记本电脑、显示器等应用领 域，预计项目总投资约人民币295亿元。 印刷OLED具备色彩表现优异、分辨率高，材料利用率高，能耗低，投资和制造成本低等优势，是适配 小、中、大全尺寸的规模化商用OLED技术路径。 ...

9月12日晚，TCL科技宣布，为实现公司在高世代印刷OLED的产业化，TCL科技、TCL华星与广州市 人民政府、广州经济技术开发区管理委员会共同签署项目合作协议，拟共同建设一条月加工2290mm× 2620mm玻璃基板能力约2.25万片的第8.6代印刷OLED显示面板生产线（以下简称"t8项目"或"本项 目"），主要产品涵盖平板、笔记本电脑、显示器等应用领域。 公告显示，广州华星光电印刷显示技术有限公司（以下简称"项目公司"）为项目公司，负责项目建设 和运营，t8项目预计总投资约人民币295亿元，各方同意共同出资147.5亿元到项目公司注册资本金， 其中：TCL华星出资人民币88.5亿元；广州市人民政府及广州经济技术开发区管理委员会统筹协调的 国企（以下简称"国有股东"）共计出资人民币59亿元。如果t8项目获得其他投资，则按照注册资本总 额减去获得的其他投资金额，再由TCL华星与国有股东按照60%：40%的比例认缴出资。t8项目总投资 与注册资本的差额部分，通过项目公司向银团贷款等符合适用法律的任何方式解决。 增资安排方面，先由TCL华星在广州市黄埔区注册成立项目公司，后续TCL华星与国有股东在依法依 规履行 ...

新浪科技讯 9月12日晚间消息，TCL科技集团股份有限公司发布公告，公司、TCL华星与广州市人民政 府、广州经济技术开发区管理委员会共同签署项目合作协议，拟共同建设一条月加工2290mm×2620mm 玻璃基板能力约2.25万片的8.6代印刷OLED显示面板生产线，主要产品涵盖平板、笔记本电脑、显示器 等应用领域，预计项目总投资约人民币295亿元。 印刷OLED具备色彩表现优异、分辨率高，材料利用率高，能耗低，投资和制造成本低等优势，是适配 小、中、大全尺寸的规模化商用OLED技术路径。 公告指出，TCL华星在OLED领域已开展十多年的技术研究与探索，具备印刷OLED量产能力及关键专 利，其位于武汉的G5.5代印刷OLED产线已于2024年11月起实现量产及产品交付。 近年来，全球新型显示行业市场步入相对稳定状态，在折叠屏成为显示新增长点、车载屏幕与穿戴设备 放量、显示屏尺寸扩大的背景下，OLED有望成为高端显示技术主流，迎来市场爆发。该项目的建设有 助于TCL华星紧抓市场增长需求，提升高端产品份额，持续优化经营效益。（文猛） 责任编辑：刘万里 SF014 ...

Core Viewpoint - TCL Huaxing has successfully developed and is set to mass-produce printed OLED technology, marking a significant advancement in China's display industry, transitioning from a follower to a leader in global display technology [3][18]. Group 1: Technology Development - TCL Huaxing began investing in printed OLED technology research in 2013 and will officially enter mass production in 2024 [3][18]. - Printed OLED is the first display technology led by a Chinese company to enter commercial use globally, showcasing a breakthrough in the display industry [3][18]. - The technology is characterized by its ability to achieve high resolution, low power consumption, and flexible displays, with significant improvements over traditional LCDs [6][10]. Group 2: Product Features - The printed OLED product family ranges from 6.5 inches to 65 inches, providing a high-end display experience across various devices, including smartphones, tablets, laptops, and TVs [4][10]. - Printed OLED displays utilize self-emissive technology, allowing for pixel-level brightness control, resulting in vibrant colors and a wider color gamut [6][8]. - The technology reduces harmful blue light emissions to 15%, promoting visual health for users who spend extended hours in front of screens [10]. Group 3: Production Advantages - Printed OLED technology offers a completely independent development path compared to traditional vapor-deposited OLED, which is dominated by Japanese and Korean companies [15][16]. - The production process of printed OLED is more efficient, achieving a 90% material usage rate and reducing costs by at least 20% compared to traditional methods [15][16]. - The technology requires less stringent vacuum conditions and lower temperature drying, leading to significant energy savings, estimated at 300-400 million kWh annually [15][16]. Group 4: Market Impact - The successful mass production of printed OLED technology is expected to make high-quality OLED displays more affordable and accessible to the general public [20]. - TCL Huaxing's commitment to long-term investment in technology has resulted in over 65,000 global patent applications, establishing a strong technological barrier in the printed OLED field [18][20].

Core Viewpoint - TCL Technology is advancing in the next-generation display technology with its printed OLED, which is a significant part of its strategic layout [1] Group 1: Company Developments - TCL Technology announced that its subsidiary, TCL Huaxing, has achieved small-scale production of 21-inch medical products using its 5.5-generation line (t12) by the end of 2024 [1] - TCL Huaxing is currently the only manufacturer globally to achieve mass production of printed OLED technology [1] - The company is collaborating with brand clients to develop medium-sized products such as laptops and monitors, with positive feedback leading to an expansion of t12 production capacity from 3K units per month to 9K units per month [1] Group 2: Technology and Market Position - Printed OLED technology offers significant advantages in investment costs, yield rates, and material utilization, which supports the increased penetration of OLED in IT products due to product lightweighting [1] - The company has a comprehensive patent layout in the printed OLED field and maintains a leading position in technology [1] - Despite the differences in processes and core material systems between printed OLED and existing traditional technologies, the company is committed to advancing the industrialization of printed OLED and is confident in achieving significant breakthroughs [1]

Group 1: Financial Performance - The company achieved a revenue of 85.6 billion CNY in the first half of 2025, representing a year-on-year growth of 6.7% [2] - Net profit attributable to shareholders reached 1.88 billion CNY, a significant increase of 89.3% year-on-year [2] - Operating cash flow amounted to 27.3 billion CNY, showing a remarkable growth of 115.9% [2] Group 2: Semiconductor Display Business - The global retail demand for LCD TVs remained stable, with a focus on large-size panels driven by national subsidy policies [2] - TCL Huaxing reported a revenue of 50.43 billion CNY, up 14.4% year-on-year, and a net profit of 4.32 billion CNY, reflecting a 74.0% increase [2] - The company continues to optimize its business and product structure, enhancing its competitive advantage in the semiconductor display industry [2] Group 3: Semiconductor Wafer Business - The company achieved a revenue of 2.74 billion CNY in the semiconductor wafer segment, marking a year-on-year increase of 38.2% [2] - The company is confident in maintaining growth in the second half of the year, bolstered by improved product quality and stable supply to major domestic integrated circuit manufacturers [2] Group 4: New Energy Photovoltaic Business - The photovoltaic business reported a revenue of 9.87 billion CNY, down 28.0% year-on-year, with crystalline wafer revenue declining by 7.1% [2] - The company aims to enhance its competitive position and navigate through the industry cycle by improving operational conditions [2] Group 5: Future Demand and Market Outlook - Demand for TV panels is expected to rebound in the second half of the year, driven by major shopping events [3] - The long-term demand for large-size LCD panels is projected to grow steadily, supported by increasing average screen sizes [4] Group 6: Production and Operational Updates - The T9 production line is operating at high capacity, with a strong demand for various products [6][7] - The T11 production line, acquired from LGD, is expected to contribute positively to the company's performance as operational efficiencies improve [5] Group 7: Cash Flow and Capital Expenditure - The company reported a net operating cash flow of 27.3 billion CNY, primarily from TCL Huaxing [10] - Future capital expenditures are expected to decline, with a focus on increasing ownership stakes in panel production lines and managing financial costs [11] Group 8: Industry Trends and Pricing - The photovoltaic industry is experiencing a recovery in pricing, with a focus on maintaining healthy price levels across the supply chain [11]

Core Viewpoint - TCL Huaxing is accelerating its development in the printed OLED field by expanding its product matrix and application scenarios, recently establishing a new company focused on printed display technology in Guangzhou [1][2]. Group 1: Company Developments - Guangzhou Huaxing Optoelectronics Printed Display Technology Co., Ltd. was established on August 11 with a registered capital of 1 billion RMB, fully owned by TCL Huaxing [2]. - The establishment of the new company is interpreted as a preparatory step for the rumored construction of an 8.6-generation printed OLED production line in Guangzhou, with an estimated investment of around 20 billion RMB [2]. Group 2: Production Capacity and Technology - TCL Huaxing plans to build two OLED production lines at the Guangzhou T8 factory, potentially making it one of the largest and highest-capacity printed OLED production lines globally, with a planned capacity of 45,000 glass substrates per month [2][3]. - Compared to competitors like Samsung Display and BOE, TCL Huaxing's production capacity could surpass their existing plans, which are currently lower [3]. Group 3: Advantages of Printed OLED Technology - Printed OLED technology features simplified processes and higher material utilization, reducing material waste by 30% and overall costs by 20% compared to traditional FMM processes [6]. - The technology also boasts higher aperture ratios and longer product lifespans, with TCL Huaxing showcasing various printed OLED products at ChinaJoy 2025, demonstrating superior display performance [6]. Group 4: Future Outlook - By the end of 2024, TCL Huaxing aims to achieve mass production of printed OLED technology in medical devices and is accelerating penetration into IT fields, such as gaming displays [7]. - The future progress of the Guangzhou T8 project and its potential for large-scale production will be a key indicator of the evolution of the global OLED industry landscape [7].