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TCL technology interim report: net profit of 9.25 billion, with a year-on-year increase of 461.5%

Share with friends and circle of friends with wechat scanning QR code < / P > < p > on August 9, TCL technology disclosed the financial report for the first half of 2021. During the reporting period, TCL technology achieved an operating revenue of 74.3 billion yuan, a year-on-year increase of 153.3%; The net profit was 9.25 billion yuan, a year-on-year increase of 7.65 times; The net profit attributable to shareholders of listed companies was 6.78 billion yuan, a year-on-year increase of 461.5%. The two core industries of semiconductor display, semiconductor photovoltaic and semiconductor have achieved significant growth and exceeded the budget in an all-round way During the reporting period, TCL Huaxing achieved a sales area of 17.792 million square meters, a year-on-year increase of 25.3%, a semiconductor display business achieved an operating revenue of 40.8 billion yuan, a year-on-year increase of 93.6%, a net profit of 6.61 billion yuan, a year-on-year increase of 6.75 billion yuan, including a net profit of 4.21 billion yuan in the second quarter of 2021, an increase of 76% over the first quarter < p > it is understood that TCL Huaxing's TV panel market share ranks second in the world, 55 inch products rank first in the world, 65 inch and 75 inch products rank second in the world, 32 inch products rank third in the world, 8K and 120Hz high-end TV panel market share ranks first in the world, interactive whiteboard shipments rank first in the world, and LTPS mobile phone panel shipments maintain the top four in the world, The market share of high-end E-sports products is the second in the world, the shipment of LTPS laptop panel is the second in the world, and the shipment of LTPS flat panel has increased to the first in the world < p > meanwhile, TCL Huaxing's efficiency and benefit advantages continue to appear. In the first half of the year, T1, T2, T6 and T3 continued to have full sales and production, T7 climbed as planned, and T4 accelerated the expansion of production in phase II and phase III. the acquired Suzhou Samsung T10 and maojia technology were included in the scope of consolidated statements since the second quarter, and the capacity scale of semiconductor display business was further improved < p > in addition, in the first half of this year, central semiconductor achieved an operating revenue of 17.64 billion yuan, a year-on-year increase of 104.1%; The net profit was 1.89 billion yuan, a year-on-year increase of 160.6% < p > among them, in the field of semiconductor photovoltaic industry, the revenue was 16.53 billion yuan, up 106.9% year-on-year < p > in the field of semiconductor materials industry, the revenue increased by 65.8% year-on-year. At present, the company has put into production lines and achieved full production. During the reporting period, 6-inch products increased EPI route and began to plan end customer certification, 8-inch products continued to increase certification of domestic customers logic, CIS and other products, accelerated new product certification of international customers, 12 inch products benchmarked with international leading products, and product performance and quality were affirmed by domestic and foreign head customers < p > R & D investment of 5.09 billion, accounting for 7.0% of revenue < / P > < p > through capacity expansion, TCL technology enhances the scale advantage of existing business. In the field of semiconductor display, TCL Huaxing accelerated the layout of major semiconductor display projects and consolidated its leading position in the industry. T7 project will accelerate the ramp up of production capacity, mass production of phase I and construction of phase II will be accelerated at the end of the year. Invest 35 billion yuan to build a g8.6 generation semiconductor oxide new display device factory (T9 project) in Guangzhou. It is expected to be put into operation in 2023, which will continue to enhance the scale advantage of the company and improve the medium-sized business and product structure. By 2025, TCL Huaxing will have 6-7 high generation lines (T7 and T9 reaching capacity), and the compound growth rate of high generation line capacity in the next five years will exceed 18%. Meanwhile, the full production of T4 flexible OLED production line from phase I to phase III will also bring significant revenue growth < p > < p > in the field of semiconductor photovoltaic and semiconductor, central semiconductor will continue to expand and strengthen its main business and enhance its competitiveness. Invest 12 billion yuan to build a 50gw (G12) solar grade monocrystalline silicon material factory in Yinchuan City, which is expected to be put into operation by the end of the year; The diamond wire cutting ultra-thin silicon wafer smart factory project implemented in Tianjin and Inner Mongolia was put into operation smoothly; Jiangsu G12 high efficiency laminated tile component project has achieved a production capacity of 6Gw, and Tianjin G12 high efficiency laminated tile component project has entered the construction stage; We will increase investment in Central's leading bases in Inner Mongolia, Tianjin and Jiangsu, and promote the full coverage of all kinds of power semiconductor chips and integrated circuit chips < p > according to the financial report, in the first half of this year, TCL invested 5.09 billion yuan in R & D, accounting for 7.0% of the operating revenue, with a year-on-year increase of 76.9%. At present, the number of PCT patent applications has reached 13170, and the number of quantum dot technology and material patent applications has reached 1480, ranking second in the world( (quiet)


2023-03-22 10:04:40

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