登录新浪财经APP 搜索【信披】查看更多考评等级 为进一步丰富半导体显示产线技术、深化国际化客户战略合作、增强产业协同效应和规模优势、提升长 期盈利水平，经TCL科技集团股份有限公司（以下简称"公司"）2024年9月26日第八届董事会第五次会 议审议，公司通过控股子公司TCL华星光电技术有限公司（以下简称"TCL华星"）收购LG Display Co., Ltd.及其关联方（以下简称"交易对方"）持有的乐金显示（中国）有限公司（以下简称"LGDCA"）80% 股权、乐金显示（广州）有限公司（以下简称"LGDGZ"，与LGDCA合称"标的公司"）100%股权，以及 标的公司运营所需相关技术及支持服务（以下简称"本次交易"）。目前，标的公司已完成公司名称及股 权变更的工商变更登记手续，并已于2025年第二季度起纳入公司合并报表。 有关本次交易的情况详见公司分别于2024年9月27日、2025年3月19日在指定媒体发布的《关于拟收购乐 金显示（中国）有限公司80%股权及乐金显示（广州）有限公司100%股权的公告》及《关于收购乐金 显示（中国）有限公司100%股权及乐金显示（广州）有限公司100%股权进展暨股权工商变 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 长江商报消息 ●长江商报记者 潘瑞冬 稳市场提信心，京东方A董事长提议回购。 公告显示，陈炎顺作为提议人已承诺在董事会审议时投赞成票，并推动尽快履行审议程序。公告特别说 明，提议人在过去六个月内未进行股份交易，且根据2020年发布的承诺公告，其在任期内及离任后六个 月内均不会减持股份。公司同时提示，本次回购事项尚存不确定性，后续将依法履行信息披露义务。 这距离京东方A实施上一轮股份回购不远。 回溯公告，2024年10月份，公司披露了回购计划，当年11月22日首次实施股份回购，到12月末，公司通 过回购专用证券账户，以集中竞价方式累计回购A股数量为2.29亿股，占公司A股的比例约为0.62%，支 付总金额约为10亿元（不含交易费用）。该次回购的股份将全部用于实施股权激励计划。 除了大手笔回购，长江商报记者还注意到，自上市以来，京东方A累计现金分红金额超200亿元。 业绩方面，2024年，京东方A业绩回暖，归母净利润预计为52亿元—55亿元，同比翻倍增长；扣非净利 润预计为35亿元—38亿元，实现扭亏为盈。 董事长提议大手笔回购 根据京东方A发布的公告，公司董事长 ...

证券代码：000100 证券简称：TCL科技 公告编号：2025-015 登录新浪财经APP 搜索【信披】查看更多考评等级 TCL科技集团股份有限公司（以下简称"公司"）拟发行股份及支付现金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21.5311%股权，并拟向不超过35名（含） 符合条件的特定对象发行股份募集配套资金（以下简称"本次交易"）。 公司于2025年4月6日收到深圳证券交易所（以下简称"深交所"）出具的《关于受理TCL科技集团股份有 限公司发行股份购买资产并募集配套资金申请文件的通知》（深证上审〔2025〕44号）。深交所根据相 关规定对公司报送的发行股份购买资产并募集配套资金申请文件进行了核对，认为申请文件齐备，决定 予以受理。 本次交易尚需通过深交所审核并取得中国证券监督管理委员会同意注册的批复，最终能否通过审核、取 得注册，以及最终通过审核、取得注册的时间仍存在不确定性。公司将根据该事项的进展情况，按照有 关法律法规的规定和要求及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 TCL科技集团股份有限公司 2025年4月7日 TCL科技集团股 ...

Group 1: LCD Industry Demand and Pricing - The demand for LCD TVs is strong due to the "old-for-new" policy in the domestic market and inventory buildup in overseas markets, with an average screen size of 51.6 inches globally in 2024, up by 1.1 inches year-on-year [1] - In China, the average screen size for LCD TVs is projected to be 65.8 inches in 2024, an increase of 3.4 inches year-on-year [1] - LCD TV panel prices have been rising since January 2025, with expectations for continued increases in March 2025 due to strong terminal demand [2] - The average utilization rate in the LCD industry has been above 80% since November 2024, indicating a recovery in production capacity [2] Group 2: Flexible AMOLED Business Progress - The company shipped approximately 140 million flexible AMOLED panels in 2024, showing a significant year-on-year growth and an improved product structure with a higher proportion of high-end products [3] - The company is actively expanding into automotive and IT sectors for mid-size innovative applications to capture market opportunities [3] Group 3: Production Line Developments - The 8.6-generation AMOLED production line project was initiated in March 2024 and is expected to achieve mass production by the end of 2026, enhancing the company's competitiveness in the semiconductor display industry [4] - The overall depreciation for the company is expected to slightly increase in 2024 due to new production lines, with fluctuations in depreciation anticipated in 2024 and 2025, followed by a potential decrease starting in 2026 [5] Group 4: Capital Expenditure and Strategic Focus - The company plans to repurchase minority shareholder equity based on operational performance and cash flow, with future capital expenditures aligned with strategic planning [5] - The focus of future capital expenditures will be on the semiconductor display business and extending the value chain into IoT innovations, sensors, MLED, and smart medical engineering [5]

Core Viewpoint - TCL Technology plans to acquire a 21.5311% stake in Shenzhen Huaxing Semiconductor Display Technology Co., Ltd. for a transaction price of 11.562 billion yuan, enhancing its position in the semiconductor display sector [1][2]. Group 1: Transaction Details - The acquisition will be financed through the issuance of shares and cash payments, with TCL also raising up to 4.359 billion yuan from no more than 35 specific investors [2]. - Shenzhen Huaxing Semiconductor focuses on semiconductor display business, primarily producing large-size TFT-LCD display devices, with major clients including TCL Electronics, Samsung, Xiaomi, and LG [2][3]. Group 2: Financial Performance - For the period from January to October 2024, Shenzhen Huaxing Semiconductor reported revenues of 1,982.14 million yuan and a net profit of 214.87 million yuan, with semiconductor display device revenue accounting for 98.72% of total revenue [3]. - Post-transaction, TCL's equity attributable to shareholders will increase by 4.35%, and net profit is expected to grow by 26.10% [5]. Group 3: Shareholding Structure - After the transaction, the shareholding structure will change, with the Major Industry Fund becoming the second-largest shareholder with a 4.99% stake [5]. - TCL Huaxing will hold a 35.4067% stake, while the Major Industry Fund and Samsung Display will hold 32.2967% and 5.0239% respectively [5]. Group 4: Strategic Implications - The transaction is expected to strengthen TCL's leading position in the semiconductor display field, enhancing its core competitiveness and profitability [6]. - Shenzhen Huaxing Semiconductor will continue to leverage its technological advantages in large-size and ultra-high-definition display products to contribute to TCL's growth [6].