TCL科技（000100）(000100.SZ)公告，公司控股子公司TCL华星光电技术有限公司("TCL华星")拟以现 金60.45亿元购买深圳市重大产业发展一期基金有限公司持有的深圳市华星光电半导体显示技术有限公 司("深圳华星半导体")10.7656%的股权。交易完成后，公司合计控制深圳华星半导体的股权比例将由 84.2105%提高至94.9761%，预计公司盈利水平将得到有效提升。 标的公司深圳华星半导体聚焦半导体显示业务，旗下拥有两条全球最高世代G11显示面板生产线，主要 从事大尺寸TFT-LCD显示器件的生产、加工与销售，主要产品为大尺寸TFT-LCD显示器件，并根据客 户需求提供定制化生产服务，产品主要应用于电视机、商显等领域。 公告称，本次交易为公司子公司TCL华星收购深圳华星半导体少数股权，有利于公司进一步强化主业， 并进一步提升公司在半导体显示行业的核心竞争力。 ...

Group 1: Financial Performance and Market Strategy - The company reported a research and development expenditure of 951.1425 million yuan, accounting for 9.68% of its operating income [4] - The overseas orders for photovoltaic equipment are expected to significantly increase this year, with non-photovoltaic orders also projected to rise substantially [9][12] - The company is actively pursuing the development of HJT (Heterojunction Technology) equipment and aims to enhance its market presence in the semiconductor sector [2][3] Group 2: Product Development and Technological Advancements - The company is optimistic about the commercialization timeline for perovskite heterojunction batteries, with pilot production expected in 2026 and mass production anticipated between 2027 and 2028 [3] - The company is focusing on the research and sales of heterojunction and perovskite stacked battery equipment [2][4] - The company has established six laboratory platforms, including a new solid-state lithium battery laboratory, indicating a diversification in research capabilities [5] Group 3: Market Position and Competitive Landscape - The company acknowledges the competitive pressure from peers in the semiconductor equipment sector and is committed to strategic planning to enhance its market position [4][10] - The company believes that the perovskite heterojunction stacked battery will become the ultimate product form in photovoltaics [4][11] - The company is exploring entry into larger market segments within the semiconductor equipment industry, such as etching and thin-film deposition equipment [4][12] Group 4: Shareholder Engagement and Stock Management - The company has implemented measures such as mid-term dividends and share buybacks to manage its market value and stabilize stock prices [10][11] - The management is encouraged to maintain good relationships with investment institutions and provide timely updates on order progress and research developments to improve stock performance [10][11]