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TCL科技(000100.SZ)2021年一季度淨利潤30.5億-34.2億,同比增長10.3倍-11.6倍
格隆匯 04-12 19:42

4月12日,TCL科技發佈2021年第一季度業績預吿,預計一季度淨利潤30.5億-34.2億,同比增長10.3倍-11.6倍。業績增長主要來源於核心主業TCL華星業績爆發,同時中環股份去年四季度並表在今年一季度也帶來增量貢獻。

公吿顯示,TCL華星淨利潤同比增長15倍,環比提升近30%,大尺寸領域,t1、t2、t6產線滿銷滿產,t7按計劃爬坡,出貨面積同比增長15%,主要尺寸產品價格持續上漲,大尺寸業務淨利潤較2020年第四季度環比增長超50%。小尺寸領域,t3產線滿銷滿產,t4柔性AMOLED產線按計劃擴產,在新產線擴產固定成本顯著增加的基礎上,公司通過產品結構優化和極致運營管理,實現經營效益同比改善。

公司控股中環後,積極賦能推動體制機制變革,加速經營理念更新和組織活力提升,中環股份的戰略、經營和資源配置能力加強,並開始轉化為可持續、高質量的業績結果。一季度中環股份實現歸屬於其上市公司股東的淨利潤同比增長86.27%~117.97%。

另外,公司收購蘇州三星已完成交割,自2021年二季度起開始為公司貢獻收入和效益;公司收購茂佳國際100%股權事項尚未納入公司合併報表範圍。

關於產業金融及投資板塊,雖然業績貢獻季度分佈不均衡,但公司有信心全年業績實現穩健增長。

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