TCL科技(000100.SZ)業績快報:2021年歸母淨利超百億,顯示業務盈利同比增長340%

3月10日,TCL科技(000100.SZ)發佈2021年業績快報,合併營業總收入為1635億元,較上年同比增長112.8%;實現歸屬於上市公司股東的淨利潤100.6億元,較上年同比增長129.3%;期末總資產3097億元,歸屬於上市公司股東的所有者權益430億元。
構成來看,半導體顯示業務受益於銷量、產品均價和利潤率大幅增長,淨利潤同比增長340%;按照中環半導體同步發出的業績快報顯示,2021年,TCL科技旗下的半導體光伏和半導體材料業務歸母淨利潤同比增長超過270%。TCL科技指出,半導體顯示、半導體光伏和半導體材料兩大核心戰略產業,把握髮展機遇,競爭優勢和盈利能力顯著提升。
今年以來,半導體顯示產業釋放積極信號,繼32吋電視面板報價於1月下旬止跌後,包括43吋和55吋電視面板3月上旬報價也出現止跌,面板廠商整體經營效益有望企穩或回升。
此外,中環半導體所在行業持續景氣。各國對能源安全的需求正在增加,電池廠"搶片"的現象仍在維持,硅片市場供不應求現象有所加劇,硅片價格連續上漲。
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