新浪科技讯 8月29日晚间消息，TCL科技集团披露2025年半年度报告。报告期内，公司实现营业收入 856亿元，同比增长6.7%；归属于上市公司股东净利润18.8亿元，同比增长89.3%；经营现金流273亿 元，同比增长115.9%。 半导体显示业务领域，TCL科技控股子公司TCL华星实现营业收入504.3亿元，同比增长14.4%；净利润 43.2亿元，同比增长74%；归属TCL科技股东净利润26.3亿元，同比增加51%。 公司OLED业务依托t4工厂（位于武汉的G6代OLED产线）实现持续增长，产品销量同比提升8.7%。报 告期内公司柔性OLED手机出货市场份额排名全球第四，折叠产品市场出货稳居全球前三，穿戴产品实 现规模化量产出货。 值得关注的是，根据公告，上半年公司完成对LGD广州面板与模组厂收购，将其整合命名为t11，自二 季度起，此次收购对公司经营业绩的贡献正逐步提升。公司对深圳华星半导体（G11产线t6、t7） 21.53%股权的收购亦已完成资产过户，此举将增厚归母净利润，增强半导体显示业务对上市公司的盈 利贡献。 半导体硅片业务领域，中环领先上半年实现营收27.4亿元，同比增加38.2%，经营规 ...

Core Insights - TCL Technology Group Co., Ltd. reported a revenue of 85.56 billion yuan for the first half of 2025, marking a year-on-year increase of 6.65% [1] - The net profit attributable to shareholders reached 1.883 billion yuan, reflecting a significant year-on-year growth of 89.26% [1] - Operating cash flow increased by 115.90% to 27.274 billion yuan compared to the previous year [1] Group 1: Semiconductor Display Business - TCL Huaxing achieved a revenue of 50.43 billion yuan, with a year-on-year growth of 14.4% [1] - The net profit for TCL Huaxing was 4.32 billion yuan, up 74.0% year-on-year, with 2.63 billion yuan attributable to TCL Technology shareholders, representing a 51% increase [1] - The company maintained a strong competitive advantage in the LCD sector, achieving a market share of 24% in large-size products, an increase of 4 percentage points year-on-year [1] Group 2: OLED Business Growth - TCL Huaxing's OLED business saw an 8.7% increase in product sales year-on-year, with flexible OLED mobile phone shipments ranking fourth globally [2] - The company maintained a leading position in production capacity utilization and EBITDA rates within the domestic industry [2] - The G5.5 printed OLED production line construction was completed, with capacity increasing from 3,000 to 9,000 units per month [2] Group 3: Mergers and Acquisitions - TCL Technology completed two major mergers and acquisitions, integrating LG Display's operations in China, which began contributing positively to the company's performance in the second quarter [3] - The completion of the second phase of the Guangzhou T9 project is expected to enhance business scale and competitiveness in the small and medium-sized display sector [3] - The acquisition of a 21.53% stake in Shenzhen Huaxing Semiconductor Display Technology Co., Ltd. is anticipated to strengthen the profitability of the semiconductor display business [3] Group 4: Market Outlook - Display product prices are expected to stabilize, with a favorable competitive landscape and demand-driven production strategies supporting balanced supply and demand in the industry [3] - The trend towards larger display sizes is projected to drive continued growth in demand area [3] - As a leading enterprise in the display industry, TCL Huaxing is positioned to lead the upgrade of the display industry value chain, enhancing operational efficiency and industry value [3]

在半导体硅片业务领域，中环领先上半年实现营收27.4亿元，同比增加38.2%。新能源光伏业务领域， TCL中环光伏业务上半年实现营业收入98.7亿元。面对行业寒冬，公司正采取积极有效的措施应对当期 的经营挑战和布局未来的发展。 报告期内，公司其他业务达成经营预算，保持健康增长。其中，作为全球最大的电视代工企业，茂佳科 技实现营收103.9亿元，同比增长16%；TV代工销量保持全球第一，显示器代工业务快速成长。 展望未来，TCL科技方面表示，"面对严峻复杂的外部环境，公司将以'战略牵引，创新驱动，先进制 造，全球经营'为经营理念，把握科技制造产业升级和全球能源结构转型历史性机遇，实现可持续的高 质量发展，迈向全球领先。"（思瀚） 此外，公司OLED业务依托t4工厂（位于武汉的G6代OLED产线）实现持续增长，产品销量同比提升 8.7%。报告期内公司柔性OLED手机出货市场份额排名全球第四，折叠产品市场出货稳居全球前三，穿 戴产品实现规模化量产出货。 值得一提的是，根据公告，上半年公司完成对LGD广州面板与模组厂收购，将其整合命名为t11，自二 季度起，此次收购对公司经营业绩的贡献正逐步提升。公司对深圳华星半导体 ...