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TCL科技(000100.SZ):前三季度利潤19-20億元,面板行業底部或迎轉機
格隆匯 09-29 18:25

9月29日晚間,TCL科技(000100.SZ)公佈前三季度經營情況。今年1-9月,TCL科技預計實現營業收入1247億元-1267億元,淨利潤19億元-20億元。

受益於新能源光伏行業高景氣度持續、半導體產業結構升級轉型,TCL科技新能源光伏和半導體材料業務增長顯著,今年前三季度預計實現歸母淨利潤49.3億元-50.7億元,同比增長78.53%-83.60%。

受新冠疫情反覆及地緣衝突影響,面板價格繼續低位調整,隨着頭部企業產能有序供應,行業庫存逐漸健康,以及部分區域市場需求回暖,面板價格觸底回升跡象明顯。羣智諮詢預測四季度大尺寸各應用的面板價格將分階段止跌企穩。一旦價格回暖,或將推動面板業績增長。為佈局未來,TCL科技從大尺寸顯示龍頭向全尺寸顯示領先企業的轉型升級,通過t3/t5/t9產線,加速佈局高附加值的筆電、車載、平板與商顯等中尺寸產品。

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