经调整归母净利润预期大幅增长的主要原因为：(i)集团秉持"品牌引领价值、深化全球经营、科技驱 动、活力至上"的战略方针，坚持"全球化"和"中高端化"发展。集团全球业务实现有质量增长，整体盈 利能力持续增强，其中大尺寸显示业务持续保持市场领先地位且中高端化成效显着，互联网业务维持高 盈利水平，创新业务规模持续扩张。(ii)集团持续强化自身在全球供应链及渠道的领先布局优势，增强 全球经营风险的敏捷应对能力。集团积极完善AI数字化能力，经营效率进一步提升带动费用率有效下 降。同时，集团围绕全球经营进行组织调整，完善全球人才培养管理体系，并通过股权激励方案提升团 队士气，进一步牵引集团业绩提升。 格隆汇1月18日丨TCL电子(01070.HK)发布公告，预期集团2025年度的经调整归母净利润约在23.3亿至 25.7亿港元之间，与2024年同期相比，将录得约45%至60%的增长。 未来，集团将不断探索AI新场景前沿技术，坚持"全球化"和"中高端化"发展，持续提升全球品牌价值及 商业价值，加快全球化经营进程。 ...

Core Viewpoint - The article discusses the financial performance of several companies in the display technology sector for the first half of the year, highlighting revenue growth and profitability changes among them. TCL Electronics - TCL Electronics reported revenue of HKD 54.78 billion (approximately RMB 50.06 billion), a year-on-year increase of 20.4%, and a net profit of HKD 10.90 billion (approximately RMB 9.95 billion), up 67.8% [4][5] - The large-size display business showed strong performance with a global TV shipment of 13.46 million units, a 7.6% increase year-on-year, and Mini LED TV shipments of 1.37 million units, up 176.1% [5][6] - The internet business also saw revenue growth of 20.3%, with overseas market revenue increasing by 46.3% [7] Deep Tianma - Deep Tianma achieved revenue of RMB 17.48 billion, a 9.93% increase, and turned a profit with a net profit of RMB 206 million [8][9] - The company focuses on small and medium-sized display technologies, including AMOLED and Micro LED, and reported a 27% increase in automotive display revenue [10] OLED Technology - Aolaide, specializing in OLED materials and equipment, reported revenue of RMB 281 million, down 17.87%, and a net profit of RMB 27 million, down 70.59% [11][12] - The materials business grew by 21.99%, while the evaporation source equipment revenue fell significantly [12][14] Deep Textile - Deep Textile reported revenue of RMB 1.6 billion, a decline of 1.41%, and a net profit of approximately RMB 35 million, down 19.73% [15][16] - The company focuses on high-value products like OLED and LCD polarizers and aims to improve production efficiency [17] Skyworth Digital - Skyworth Digital reported revenue of RMB 4.095 billion, down 8.04%, and a net profit of RMB 54 million, down 70.53% [18][19] - The smart terminal business saw a revenue decline of 12.36%, while the professional display business grew by 5.05% [20] New Xiangwei - New Xiangwei achieved revenue of RMB 285 million, a 23.48% increase, and turned a profit with a net profit of RMB 5 million [21][22] - The growth was attributed to an expanded product range and increased market share [22] Asia Optical - Asia Optical reported revenue of RMB 432 million, a 30.01% increase, but a net profit of RMB 538,000, down 36.21% [25][26] - The company’s electronic paper display module revenue grew significantly by 103.01% [27] Shihua Technology - Shihua Technology reported revenue of RMB 537 million, a 73.79% increase, and a net profit of RMB 193 million, up 86.38% [28][29] - The company is focusing on functional electronic materials and high-performance optical materials, with a new project underway to enhance its product capabilities [30]