此次收购是TCL科技坚定聚焦半导体显示核心主业、优化资产结构的关键战略举措，将进一步强化公司 在全球大尺寸显示领域的领先优势，增强对高世代面板产线的掌控力，显著提升其在大尺寸TFT-LCD 显示器件领域的战略主导权，并更充分地把握即将到来的行业复苏与增长机遇。 TCL科技(000100.SZ)今日公告，拟以现金60.45亿元收购控股子公司深圳市华星光电半导体显示技术有 限公司(以下简称"深圳华星半导体")的10.7656%股权，交易完成后，公司合计控制深圳华星半导体的股 权比例将由84.2105%提高至 94.9761%，预计公司盈利水平将得到有效提升。 根据公告及公开资料，深圳华星半导体作为全球领先的半导体显示企业，旗下拥有两条G11代高世代面 板生产线——即TCL华星t6和t7产线，主要生产65、75、85及98英寸等超大尺寸显示产品。 现金收购核心产线少数股权，强化竞争优势提升归母比例 2025年岁末，电视面板市场已经逐步迎来备货旺季，进入2026年，全球电视市场更有望迎来新的需求爆 发期。 一方面，2026年作为全球体育大年，有望拉动显示行业需求增长。最引人瞩目的当属由美国、加拿大、 墨西哥三国联合承 ...

Core Viewpoint - TCL Technology plans to acquire a 10.7656% stake in its subsidiary, Shenzhen Huaxing Semiconductor Display Technology Co., Ltd., for 6.045 billion yuan, increasing its total ownership from 84.2105% to 94.9761%, which is expected to enhance the company's profitability significantly [1] Group 1: Acquisition Details - The acquisition is a strategic move to focus on the core semiconductor display business and optimize asset structure, reinforcing TCL's leading position in the global large-size display market [1] - The acquisition will enhance TCL's control over high-generation panel production lines, thereby strengthening its strategic dominance in the large-size TFT-LCD display sector [1][3] Group 2: Financial Performance of Shenzhen Huaxing - As of December 31, 2024, Shenzhen Huaxing's total assets were 68.04 billion yuan, with net assets of 44.85 billion yuan, and it achieved a revenue of 24.158 billion yuan and a net profit of 2.807 billion yuan [4] - By June 30, 2025, total assets decreased to 64.769 billion yuan, net assets increased to 46.564 billion yuan, with revenue of 12.023 billion yuan and net profit of 1.709 billion yuan, indicating a reduction in liabilities and an improved net profit margin from 11.6% to 14% [4] Group 3: Market Outlook - The television panel market is expected to enter a demand explosion period in 2026, driven by major sporting events like the World Cup and the Winter Olympics, which will stimulate consumer demand for large, high-definition displays [6][7] - The continuation of government policies promoting consumption, such as "trade-in" programs, is anticipated to further boost market demand, particularly for high-end large-size televisions [6][7] - With panel prices stabilizing and the trend towards larger sizes accelerating, TCL is well-positioned to capitalize on market opportunities and enhance shareholder value through its strengthened stake in Shenzhen Huaxing [7]