1月13日晚，TCL科技集团股份有限公司(以下简称"TCL科技")发布2025年度业绩预告。其预计全年实现 归属于上市公司股东净利润42.1亿元-45.5亿元，同比上升169%-191%；扣除非经常性损益后归属于上市 公司股东的净利润28.9亿元-32.0亿元，同比显著上升869%-973%，盈利能力强劲。 与此同时，TCL华星G5.5代印刷OLED产线(t12)扩建及全球首条高世代印刷OLED产线(t8)建设项目的推 进，标志着公司在下一代显示技术商业化道路上迈出了重要一步。 新能源光伏和半导体材料业务领域，报告期内，中环领先巩固半导体材料领域国内领先地位，全年实现 营业收入超57亿元，营收及出货量继续稳居国内第一；受光伏产业链各环节过剩影响，TCL中环正经历 光伏产业的剧烈波动，公司正通过坚持产品技术创新和全球化战略，推进组织变革，改善盈利能力。 此外，报告期内茂佳科技TV代工业务地位保持行业领先，显示器代工业务高速成长，并通过拓展高附 加值产品领域，实现了盈利能力的显著增强。公司其他业务板块经营稳健，继续贡献收益。 综合来看，TCL科技2025年凭借核心业务的强劲动能与前瞻性的产业布局，保持了业绩的稳健 ...

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].

报告期内，公司业绩主要影响因素如下：TCL华星坚持领先战略，夯实增长动能，锻造经营韧性，经营 效益持续向好，营业收入突破1,000亿元，净利润超80亿元，经营性现金流净额超400亿元，实现高质量 增长。TV和商显等大尺寸产品保持竞争优势，稳固经营基本盘;在中小尺寸产品领域，规模快速增长， 竞争力持续提高。报告期内，公司完成对原乐金显示(中国)有限公司(t11)100%股权收购，完善了大、中 尺寸LCD面板的产能布局;收购深圳市华星光电半导体显示技术有限公司(t6t7)部分少数股权，增厚公司 归母利润;扩建G5.5代印刷OLED产线(t12)，建设全球首条高世代印刷OLED产线(t8)，推动印刷OLED技 术的商业化进程，为未来显示技术升级奠定基础。 受光伏产业链各环节过剩影响，TCL中环（002129）正经历光伏产业的剧烈波动，公司秉持"在发展中 解决问题，在克服困难中找到机会"的信念，坚持产品技术创新和全球化战略，推进组织变革，改善盈 利能力。 TCL科技（000100）(000100.SZ)发布2025年度业绩预告，预计全年实现归属于上市公司股东的净利润 42.1亿元—45.5亿元，同比增长169%—19 ...

Core Viewpoint - TCL Technology (000100.SZ) forecasts a net profit attributable to shareholders of 4.21 billion to 4.55 billion yuan for 2025, representing a year-on-year increase of 169% to 191% [1] Group 1: Financial Performance - The company expects to achieve an operating revenue exceeding 100 billion yuan, with net profit surpassing 8 billion yuan and operating cash flow net amount exceeding 40 billion yuan, indicating high-quality growth [1] - TCL Huaxing 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 sector [1] Group 2: Strategic Developments - The company completed the acquisition of 100% equity in the former LG Display (China) Co., Ltd., enhancing its capacity layout for large and medium-size LCD panels [1] - TCL Technology acquired a minority stake in Shenzhen Huaxing Optoelectronics Semiconductor Display Technology Co., Ltd., which is expected to boost the company's net profit attributable to shareholders [1] - The expansion of the G5.5 generation printed OLED production line and the establishment of the world's first high-generation printed OLED production line are set to advance the commercialization of printed OLED technology [1] Group 3: Industry Position - TCL Zhonghuan adheres to a strategy of "domestic leadership, global catch-up," solidifying its leading position in the semiconductor materials sector, with annual revenue exceeding 5.7 billion yuan [2] - The company is navigating significant fluctuations in the photovoltaic industry due to oversupply across various segments, focusing on product technology innovation and global strategies to improve profitability [2] - Miao Jia Technology continues to expand its leading advantage, with the TV OEM business further solidifying its industry leadership and the display OEM business maintaining rapid growth [2]

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].

| 项目 | 2025年1月1日-2025年12月31日 | 上年同期 | | --- | --- | --- | | 归属于上市公司股东 的净利润 | 盈利:42.1 亿元—45.5 亿元 | 盈利:15.64 亿元 | | | 比上年同期:上升 169%―上升 191% | | | 扣除非经常性损益后 归属于上市公司股东 | 盈利：28.9 亿元—32.0 亿元 | 盈利: 2.98 亿元 | | 的净利润 | 比上年同期:上升 869%―上升 973% | | | 基本每股收益 | 盈利: 0.2174 元—0.2350 元 | 盈利:0.0842 元/股 | 报告期内， TCL华星营业收入突破1,000亿元，净利润超80亿元 ，经营性现金流净额超400亿 元，实现高质量增长。TV和商显等大尺寸产品保持竞争优势，稳固经营基本盘； 在中小尺寸产品领域，规模快速增长，竞争力持续提高。报告期内，公司完成对原乐金显示（中 国）有限公司（t11）100%股权收购，完善了大、中尺寸LCD面板的产能布局；收购深圳市华星 光电半导体显示技术有限公司（t6t7）部分少数股权，增厚公司归母利润；扩建G5.5代印刷 OLED ...

1月13日晚，TCL科技集团股份有限公司（以下简称"TCL科技"）发布2025年度业绩预告。其预计全年 实现归属于上市公司股东净利润42.1亿元-45.5亿元，同比上升169%-191%；扣除非经常性损益后归属于 上市公司股东的净利润28.9亿元-32.0亿元，同比显著上升869%-973%，盈利能力强劲。 报告期内，TCL华星坚持"领先战略"，通过深化产品结构改革和技术创新，实现营业收入突破1000亿 元，净利润超80亿元，经营性现金流净额超400亿元，实现高质量增长。TV和商显等大尺寸产品保持竞 争优势，稳固经营基本盘，在中小尺寸产品领域，规模快速增长，竞争力持续提高。 新能源光伏和半导体材料业务领域，报告期内，中环领先巩固半导体材料领域国内领先地位，全年实现 营业收入超57亿元，营收及出货量继续稳居国内第一；受光伏产业链各环节过剩影响，TCL中环正经历 光伏产业的剧烈波动，公司正通过坚持产品技术创新和全球化战略，推进组织变革，改善盈利能力。 此外，报告期内茂佳科技TV代工业务地位保持行业领先，显示器代工业务高速成长，并通过拓展高附 加值产品领域，实现了盈利能力的显著增强。公司其他业务板块经营稳健，继续贡 ...

Core Viewpoint - TCL Technology expects a significant increase in net profit for 2025, projecting a growth of 169% to 191% year-on-year, with estimated net profit ranging from 4.21 billion to 4.55 billion yuan [1] Group 1: Financial Performance - The company anticipates a net profit of 4.21 billion to 4.55 billion yuan for 2025, marking a substantial increase compared to the previous year [1] - TCL Technology's revenue is expected to exceed 100 billion yuan, with net profit surpassing 8 billion yuan and operating cash flow net amounting to over 40 billion yuan, indicating high-quality growth [1] Group 2: Strategic Developments - The company focuses on three core areas: semiconductor displays, new energy photovoltaics, and semiconductor materials [1] - TCL Huaxing is committed to a leading strategy, enhancing growth momentum and operational resilience [1] - The company completed the acquisition of 100% equity in the former LG Display (China) Co., Ltd., improving its capacity layout for large and medium-sized LCD panels [1] - TCL Technology is expanding its G5.5 generation printed OLED production line and is constructing the world's first high-generation printed OLED production line, which will advance the commercialization of printed OLED technology [1]

每经AI快讯，1月13日，TCL科技(000100.SZ)公告称，公司发布2025年度业绩预告，预计归属于上市公 司股东的净利润为42.1亿元—45.5亿元，比上年同期增长169%—191%。报告期内，公司业绩主要影响 因素如下：TCL华星坚持领先战略，夯实增长动能，锻造经营韧性，经营效益持续向好，营业收入突破 1,000亿元，净利润超80亿元，经营性现金流净额超400亿元，实现高质量增长。TV和商显等大尺寸产 品保持竞争优势，稳固经营基本盘；在中小尺寸产品领域，规模快速增长，竞争力持续提高。报告期 内，公司完成对原乐金显示（中国）有限公司（t11）100%股权收购，完善了大、中尺寸LCD面板的产 能布局；收购深圳市华星光电半导体显示技术有限公司（t6t7）部分少数股权，增厚公司归母利润；扩 建G5.5代印刷OLED产线（t12），建设全球首条高世代印刷OLED产线（t8），推动印刷OLED技术的 商业化进程，为未来显示技术升级奠定基础。 ...