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TCL科技(000100.SZ)前三季度盈利131.6億元 歸母淨利潤91.0億元
格隆匯 10-26 19:53

10月26日,TCL科技(000100.SZ)發佈2021年第三季度報吿,公司前三季度實現營業收入1209.3億元,同比增長148.3%;實現淨利潤131.6億元,同比增長538.5%;歸屬於上市公司股東淨利潤91.0億元,同比增長349.4%,半導體顯示、半導體光伏和半導體材料業務業績創歷史新高。

其中,半導體顯示前三季度實現營業收入665.6億元,同比增長106%,淨利潤97.4億元,同比增長16.2倍。TCL華星大尺寸實現淨利潤109.7億元,TCL科技對此表示,半導體顯示行業景氣度高於去年同期,產品價格持續上漲,公司產能繼續增長,加速推進業務結構優化和產品高端化戰略;前三季度,中小尺寸虧損7.8億元,主要受t4 OLED產線前期研發投入及產線爬坡期固定開支影響,虧損加大。

對於顯示行業近期價格波動和未來展望,TCL科技表示,全球各區域市場總需求面積保持年化穩定增長,行業競爭格局優化,產業週期波動性減弱趨勢不變,公司將繼續推進"優化產線和產品結構、提升客户組合、完善產業生態"策略,加快從大尺寸顯示產業全球領先向全尺寸顯示產業全球領先的升級。

半導體光伏和半導體材料是TCL科技去年佈局的新賽道,作為能源轉型和半導體國產化雙驅動的核心資產,中環半導體實現營業收入290.9億元,同比增長117%,淨利潤32.8億元,同比增長190%,進入高速發展階段。

10月26日,TCL科技收盤價6.30元/股,動態市盈率為8.87倍。

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