TCL科技2021年預計實現淨利潤超150億元,第四季度行業低谷仍保持盈利

2021年,TCL科技(000100.SZ)創成立以來最高經營業績。其業績預吿顯示,2021年預計實現營業收入1616億元-1650億元,比上年同期增長111%-115%;預計實現淨利潤150億元-153.5億元,比上年同期增長196%-203%。根據公司三季報已披露前三季度累計實現淨利潤131.6億元推算,公司在第四季度行業低谷期仍保持近20億元淨利潤的盈利水平。
報吿期內,面板均價顯著高於上年同期,疊加產品和客户結構優化、產線結構優化等多因素驅動,半導體顯示業務2021年營業收入同比增長超過80%,淨利潤同比增長超過330%。大尺寸業務營業收入同比增長約90%,淨利潤同比增長超300%。中小尺寸實現營業收入同比增長超30%,經營效益正在逐步改善。為把握中尺寸高端市場高速增長機遇,TCL華星按計劃推進t9和t5建設,補齊中尺寸產能短板。
中環半導體通過體制機制改革激發組織活力,發揮G12+疊瓦的技術優勢和智能製造的工藝優勢,進一步提升行業領先地位,超額達成業績倍增計劃。光伏和半導體材料兩大業務均迎來景氣週期,光伏產業在雙碳政策助力下迎來發展機遇期,全球硅片市場主流產品規格8英寸和12英寸需求逐年增大。中環半導體藉助市場快速增長契機,快速提升光伏材料產能規模,尤其是G12產品的技術、成本和生態優勢增強。穩步擴張半導體材料產能,8-12英寸產品結構持續升級。
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