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研報掘金丨國信證券:TCL科技Q2半導體顯示業務營收及利潤顯著改善,維持“買入”評級
國信證券研報指出,TCL科技(000100.SZ)第二季度同環比扭虧為盈。受益於供給側格局向好,主流產品價格穩步上升,公司半導體顯示業務營收及利潤顯著改善;新能源光伏和半導體材料業務營收及利潤高速增長。維持“買入”評級。小尺寸領域,TCL華星通過t3和t4兩條6代線聚焦LTPS和柔性OLED中高端產品,上半年LTPS手機面板市場份額全球第三,柔性OLED 手機面板份額全球第五。展望下半年中尺寸部分產品價格觸底回升,小尺寸產品價格企穩,經營有望顯著改善。公司積極推動海外在地化運營,TCL中環與沙特Vision Industries擬共同成立合資公司,佈局中東晶體晶片產能,並在馬來西亞、菲律賓等地加強與MAXEON的電池組件協同。
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