華顯光電(00334.HK)擬2.86億元轉讓華顯光電技術70%權益 剝離蒙受虧損的LTPS模組業務
格隆匯5月25日丨華顯光電(00334.HK)宣佈，於2021年5月25日，公司全資附屬華顯光電惠州與武漢華星光電訂立出售協議。據此，華顯光電惠州擬以現金2.86億元向武漢華星光電轉讓其所持有的目標公司武漢華顯光電技術有限公司70%股份權益。出售事項完成後，目標公司將不再為公司的間接附屬公司。
據悉，顯光電惠州曾經及現時為公司間接附屬公司。於2016年10月，華顯光電惠州與武漢華星光電及目標公司訂立合營協議，據此(其中包括)華顯光電惠州及武漢華星光電同意分別注入人民幣3.49億元及人民幣1.50億元，以增加目標公司之註冊資本。於2016年12月完成有關注資後，目標公司由華顯光電惠州及武漢華星光電分別擁有70%及30%權益。
目標集團主要從事手機、平板、車載類產品的LTPS液晶顯示模組的代工。目標集團現有小尺寸模組生產線17條(邦定17條、貼合18條及組裝17條)，中尺寸模組生產線5條(邦定5條、貼合2條及組裝5條)，規劃年產能9,055萬片。加工的模組產品涵蓋3~8”的小尺寸及7~17.5”中尺寸液晶顯示器。
目標集團的主要客户為武漢華星光電，其模組生產基地位於武漢華星光電T3廠區內，與武漢華星光電T3廠區的LTPS面板生產製程無縫銜接。為滿足武漢華星光電T3廠區的後端模組加工及拓展新產品需求，目標集團於2019年開始建設中尺寸及車載模組產線，2020年已建成並投入使用。
公吿稱，此次出售事項有利於公司聚焦A-Si模組，橫向拓寬自身業務，同時剝離蒙受虧損的LTPS模組業務，提升集團盈利能力，此外，出售事項所得款項的現金注入可鞏固集團的現金狀況，有助集團建造實現觸控一體新型顯示模組的智慧工廠，推動集團的研發能力、製造技術並提升產業規模，以培育新的效益增長點，為集團帶來更豐厚的成長空間。董事會認為，出售事項不僅能為公司籌集大量資金，亦是物色新機遇加速為股東帶來回報的途徑。
根據首份更改契據(2021)及待下文所載之先決條件獲達成後，自變更之日起，TCL實業應釋放及免除公司關於不競爭契據(2015)的全部索賠和要求，且TCL華星光電將代替TCL實業作為契諾人。此外，TCL科技及TCL華星光電(統稱契諾人)承諾不會(受不競爭契據(2015)所載的其他條款約束)直接或間接經營或從事研發、製造、銷售及分銷用於手機的除LTPS之外的LCD模組，或於其中擁有權益。
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