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TCL科技(000100.SZ)发预增,预计2025年度归母净利润42.1亿元—45.5亿元,同比增长169%—191%
智通财经网· 2026-01-13 13:55
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]