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大阪有机化学投建半导体材料新厂
Zhong Guo Hua Gong Bao· 2026-01-14 02:41
大阪有机化学表示,随着半导体行业持续向微缩化与高密度集成演进,对先进材料及稳定供应体系的需 求日益迫切。新工厂旨在显著提升公司产能,并推进其高纯度工艺技术,以抢占前沿半导体材料市场的 更大份额。公司此前已累计投入约80亿日元,通过建设中型实验室和运营新制造设施,强化了其在半导 体材料领域的研发与生产能力。新工厂建成后,将与金泽工厂形成双基地生产布局。这一战略不仅有助 于保障业务连续性,更能进一步巩固稳定的供应体系,直接响应了全球半导体产业链供应链安全与本地 化生产的迫切需求。 中化新网讯 近日,大阪有机化学工业株式会社宣布,将投资约100亿日元,在日本酒田厂区建设一座新 的半导体材料生产工厂,计划于2028年竣工。 ...
TCL科技2025年归母净利预增169%-191%,达42.1-45.5亿元!
Cai Fu Zai Xian· 2026-01-14 02:16
Core Viewpoint - TCL Technology Group Co., Ltd. is expected to achieve a net profit attributable to shareholders of 4.21 billion to 4.55 billion yuan for the year 2025, representing a year-on-year increase of 169% to 191% [1] - The company has demonstrated strong profitability with a significant increase in net profit excluding non-recurring gains and losses, projected to be between 2.89 billion and 3.20 billion yuan, reflecting a year-on-year surge of 869% to 973% [1] Group 1: Financial Performance - TCL Huaxing has implemented a "leading strategy," achieving operating revenue exceeding 100 billion yuan and net profit surpassing 8 billion yuan, with operating cash flow net exceeding 40 billion yuan, indicating high-quality growth [1] - The company has maintained competitive advantages in large-size products such as TVs and commercial displays, while experiencing rapid growth in the small and medium-size product sectors [1] Group 2: Strategic Developments - TCL Technology completed the acquisition of 100% equity in the former LG Display (China) Co., Ltd., enhancing its capacity advantage in the large and medium-size LCD panel market [1] - The company has increased its stake in Shenzhen Huaxing Optoelectronics Semiconductor Display Technology Co., Ltd., effectively improving its net profit attributable to shareholders [1] Group 3: Technological Advancements - The expansion of TCL Huaxing's G5.5 generation printed OLED production line and the construction of the world's first high-generation printed OLED production line mark significant steps in the commercialization of next-generation display technologies [1] - In the semiconductor materials sector, TCL Zhonghuan has solidified its leading position in the domestic market, achieving operating revenue exceeding 5.7 billion yuan [2] Group 4: Market Position and Challenges - TCL Zhonghuan is experiencing significant fluctuations in the photovoltaic industry due to oversupply across various segments, but is focusing on product innovation and global strategies to improve profitability [2] - The company’s TV OEM business remains industry-leading, with display manufacturing experiencing rapid growth and enhanced profitability through the expansion into high-value-added product areas [2]
TCL科技集团股份有限公司 2025年度业绩预告
Xin Lang Cai Jing· 2026-01-13 23:04
Core Viewpoint - TCL Technology Group expects a year-on-year increase in performance for the fiscal year 2025, focusing on sustainable high-quality development in its core businesses of semiconductor displays, new energy photovoltaics, and semiconductor materials [2][4]. Group 1: Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025, with anticipated growth compared to the previous year [2]. - The company has communicated with its auditing firm regarding the performance forecast, and there are no discrepancies in the data content as of now [3]. Group 2: Reasons for Performance Changes - TCL Huaxing is implementing a leading strategy, achieving over 100 billion yuan in revenue and exceeding 8 billion yuan in net profit, with operating cash flow exceeding 40 billion yuan, indicating high-quality growth [4]. - The company completed the acquisition of 100% of LG Display (China) Co., Ltd., enhancing its capacity layout for large and medium-sized LCD panels [4]. - TCL Zhonghuan achieved over 5.7 billion yuan in revenue, maintaining its leading position in the domestic semiconductor materials sector [4]. Group 3: Business Operations - The company is experiencing significant fluctuations in the photovoltaic industry but is committed to innovation and global strategies to improve profitability [5]. - The TV OEM business has solidified its industry-leading position, while the display OEM business is growing rapidly, expanding into high-value-added product areas [5]. - Other business segments are performing steadily and continue to contribute to overall revenue [6].
常州聚和新材料股份有限公司(H0314) - 申请版本(第一次呈交)
2026-01-13 16:00
香港聯合交易所有限公司與證券及期貨事務監察委員會對本申請版本的內容概不負責,對其準確性 或完整性亦不發表任何意見,並明確表示概不就因本申請版本全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 * 僅供識別 Changzhou Fusion New Material Co., Ltd.* 常 州 聚 和 新 材 料 股 份 有 限 公 司 (於中華人民共和國註冊成立的股份有限公司) 的申請版本 警告 本申請版本乃根據香港聯合交易所有限公司(「聯交所」)及證券及期貨事務監察委員會(「證監會」)的 要求而刊發,僅用作提供資訊予香港公眾人士。 本申請版本為草擬本,其內所載資訊並不完整,亦可能會作出重大變動。閣下閱覽本文件,即代表閣 下知悉、接納並向常州聚和新材料股份有限公司(「本公司」)、其聯席保薦人、整體協調人、顧問、或 承銷團成員表示同意: 倘於適當時候向香港公眾人士提出要約或邀請,有意投資者務請僅依據與香港公司註冊處處長註冊 的本公司招股章程作出投資決定;招股章程的文本將於發售期內向公眾人士提供。 (a) 本文件僅為向香港公眾人士提供有關本公司的資料,概無任何其他目的。投資者不應根據本文 ...
沪硅产业大宗交易成交661.00万股 成交额1.49亿元
进一步统计,近3个月内该股累计发生18笔大宗交易,合计成交金额为12.44亿元。 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 (原标题:沪硅产业大宗交易成交661.00万股 成交额1.49亿元) 两融数据显示,该股最新融资余额为15.04亿元,近5日增加7663.92万元,增幅为5.37%。(数据宝) 1月13日沪硅产业大宗交易一览 沪硅产业1月13日大宗交易平台出现一笔成交,成交量661.00万股,成交金额1.49亿元,大宗交易成交价 为22.57元,相对今日收盘价折价0.79%。该笔交易的买方营业部为中信建投证券股份有限公司总部,卖 方营业部为华泰证券股份有限公司北京分公司。 | 成交量 | 成交金 | 成交价 | 相对当日 | | | | --- | --- | --- | --- | --- | --- | | (万 | 额 | 格 | 收盘折溢 | 买方营业部 | 卖方营业部 | | | (万 | | 价 | | | | 股) | 元) | (元) | (%) | | | | 661.00 | 14918.77 | 22.57 | -0.79 | 中信建投证券股份有限公司总 | 华 ...
天岳先进:公司碳化硅衬底具有耐高温、耐高压、高频特性优越等核心优势
Zheng Quan Ri Bao Wang· 2026-01-13 13:11
证券日报网讯 1月13日,天岳先进在互动平台回答投资者提问时表示,公司碳化硅衬底具有耐高温、耐 高压、高频特性优越等核心优势,其性能参数完全满足极端环境下的可靠性要求。公司8英寸导电型衬 底的关键指标已达到国际领先水平。公司已通过全球前十大功率半导体制造商中半数以上企业的认证, 成为其碳化硅衬底核心供应商。客户采购的衬底主要用于制造功率器件及各类规格射频器件。根据客户 公开披露信息,其器件产品广泛应用于:高可靠性供电系统(如数据中心不间断电源),极端环境电力 传输(如高温、强辐射场景),高频信号处理设备(如毫米波通信)。公司始终坚持合规披露原则,对 于具体客户的器件产品最终用途,需以客户官方披露信息为准。公司持续关注碳化硅材料在航空航天、 卫星通信等新兴领域的产业化进展,并将通过技术研发保持产品竞争力。 ...
三安光电:公司的碳化硅产品应用领域广泛
Zheng Quan Ri Bao Wang· 2026-01-13 12:41
证券日报网讯1月13日,三安光电(600703)在互动平台回答投资者提问时表示,公司的碳化硅产品应 用领域广泛,已与国内外知名客户建立长期稳定合作关系。公司将持续推进电力电子业务发展,加快实 现公司销售规模、盈利能力提升。 ...
2025年TCL科技预计净利润为42.1—45.5亿元!TCL华星净利润超 80 亿元!
Xin Lang Cai Jing· 2026-01-13 11:27
Core Viewpoint - TCL Technology (000100.SZ) announced a profit forecast for 2025, expecting net profit attributable to shareholders to be between 4.21 billion and 4.55 billion yuan, representing a year-on-year increase of 169% to 191% [1][7]. Financial Performance - The projected net profit for 2025 is between 4.21 billion and 4.55 billion yuan, compared to 1.564 billion yuan in the previous year, indicating an increase of 169% to 191% [3][9]. - The net profit after deducting non-recurring gains and losses is expected to be between 2.89 billion and 3.2 billion yuan, up from 298 million yuan last year, reflecting an increase of 869% to 973% [3][9]. - Basic earnings per share are projected to be between 0.2174 yuan and 0.2350 yuan, compared to 0.0842 yuan per share in the previous year [3][9]. Business Strategy and Operations - The company focuses on three core areas: semiconductor displays, new energy photovoltaics, and semiconductor materials, aiming for sustainable high-quality development [3][9]. - TCL Huaxing is committed to a leading strategy, achieving a revenue of over 100 billion yuan and a net profit exceeding 8 billion yuan, with a net operating cash flow of over 40 billion yuan [3][9]. - The company maintains a competitive advantage in large-size products like TVs and commercial displays, while also rapidly growing in the small and medium-size product sectors [4][10]. Acquisitions and Expansions - The company completed the acquisition of 100% of the shares of the former LG Display (China) Co., Ltd., enhancing its capacity layout for large and medium-size LCD panels [4][10]. - TCL Huaxing is expanding its G5.5 generation printed OLED production line and building the world's first high-generation printed OLED production line, which will support future display technology upgrades [4][10]. Market Position - TCL Zhonghuan achieved over 5.7 billion yuan in revenue, maintaining its position as the leading domestic player in the semiconductor materials sector [4][10]. - The company is navigating significant fluctuations in the photovoltaic industry due to oversupply across various segments, focusing on product innovation and global strategies to improve profitability [4][10].
天岳先进:公司碳化硅衬底产品通过全球头部功率器件客户认证
Zheng Quan Ri Bao Wang· 2026-01-13 11:13
证券日报网讯1月13日,天岳先进在互动平台回答投资者提问时表示,公司碳化硅衬底具备抗辐射、耐 极端温度等特性,产品通过全球头部功率器件客户认证,其终端应用覆盖高效电能转换系统、高频通信 设备、极端环境电力控制等高可靠性场景。公司严格遵守商业保密协议,具体客户合作细节以客户官方 披露为准。 ...
归母净利同比预增169%-191%,TCL科技2025年盈利能力持续强化
Ge Long Hui· 2026-01-13 11:09
Core Viewpoint - TCL Technology Group Co., Ltd. is expected to achieve a net profit attributable to shareholders of 4.21 billion to 4.55 billion yuan for the year 2025, representing a year-on-year increase of 169% to 191% [1] - The company has demonstrated strong profitability with a significant increase in net profit excluding non-recurring gains and losses, projected to be between 2.89 billion and 3.20 billion yuan, reflecting a year-on-year surge of 869% to 973% [1] Group 1: Financial Performance - TCL Huaxing has implemented a "leading strategy," achieving operating revenue exceeding 100 billion yuan and net profit surpassing 8 billion yuan, with operating cash flow net exceeding 40 billion yuan [1] - The company maintains a competitive advantage in large-size products such as TVs and commercial displays, while experiencing rapid growth in the small and medium-size product sectors [1] Group 2: Strategic Developments - TCL Technology completed the acquisition of 100% equity in the former LG Display (China) Co., Ltd., enhancing its capacity advantage in the large and medium-size LCD panel market [1] - The company has increased its stake in Shenzhen Huaxing Optoelectronic Semiconductor Display Technology Co., Ltd., effectively improving its net profit attributable to shareholders [1] Group 3: Technological Advancements - The expansion of TCL Huaxing's G5.5 generation printed OLED production line and the construction of the world's first high-generation printed OLED production line mark significant progress in the commercialization of next-generation display technologies [1] Group 4: Industry Position - In the semiconductor materials sector, TCL Zhonghuan has solidified its domestic leading position, achieving operating revenue exceeding 5.7 billion yuan, maintaining the top spot in revenue and shipment volume [2] - The company is navigating significant fluctuations in the photovoltaic industry due to oversupply across various segments, focusing on product innovation and global strategies to enhance profitability [2] - The TV OEM business of Maojia Technology remains industry-leading, with rapid growth in display manufacturing and a notable increase in profitability through the expansion into high-value-added product areas [2]