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TCL科技一季報超預期!顯示業務淨利潤23.3億元同比增長329%
格隆匯 04-29 07:48
今日,TCL科技集團股份有限公司(000100.SZ)披露2025年一季報。報吿期內,公司實現營業收入401億元,同比增長0.4%;歸屬於上市公司股東淨利潤10.1億元,同比大增322%;經營現金流淨額121億元,同比大幅增長83%,財務健康度持續提升。公司半導體顯示業務一季度實現強勁增長,創下三年以來單季度營收和淨利潤新高。公吿指出,2025年一季度,顯示行業供給側格局平穩有序,大尺寸化趨勢和國補政策推動需求面積不斷增長,行業稼動率與主流產品價格好於去年同期。公司顯示業務積極優化商業策略和業務結構,保持大尺寸業務優勢地位,中小尺寸業務快速突破,一季度實現營業收入275億元,同比增長18%;淨利潤23.3億元,同比增長329%,環比增長30%。新能源光伏和半導體材料業務方面,一季度光伏行業供需比改善,產業鏈價格企穩回升,TCL中環積極踐行行業自律,堅定推進業務和組織變革,主要業務板塊經營大幅改善。展望後市,伴隨行業格局優化和供需比收斂,顯示面板行業稼動率與價格中樞有望温和上行,加上LGD廣州產線並表及部分少數股權收購,TCL華星業績增長趨勢明確。光伏行業正逐漸走出底部,產業鏈價格企穩回升,TCL中環業績改善動能強勁。總體來看, TCL科技已邁入業績增長新階段。
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