TCL Technology: It is estimated that the net profit in 2021 will exceed 15 billion yuan

TCL Technology announced its 2021 annual performance forecast today. The company is expected to achieve an operating income of 161.6 billion yuan to 165 billion yuan, an increase of 111%-115% over the same period last year; it is expected to achieve a net profit of 15 billion yuan. -15.35 billion yuan, an increase of 196%-203% over the same period of the previous year; net profit attributable to shareholders of listed companies was 10.0 billion yuan to 10.3 billion yuan, an increase of 128%-135% over the same period of the previous year.

Among them, the revenue and profit of the semiconductor display business have achieved substantial growth, with operating income increasing by more than 80% year-on-year, and net profit increasing by more than 330% year on year. Zhonghuan Semiconductor's report for the fourth quarter of 2020.

TCL Technology said that in 2021, t1, t2, and t6 will maintain full sales and production, t7 will be mass-produced as planned, t10 will accelerate the integration of production lines and products, large-size shipment area will increase by 36% year-on-year, and operating income will increase by more than 90% year-on-year. Net profit increased by more than 300% year-on-year; t3 product and customer structure continued to optimize, profitability improved, t4 flexible OLED production line Phase II and Phase III capacity construction progressed steadily, and the operating income of small and medium-sized businesses increased by more than 30% year-on-year.

In the first half of 2020, LCD TV panel prices remained low. In June 2020, LCD TV panel prices bottomed out and rose for nearly 13 consecutive months. From July 2021 onwards, due to logistics response and demand adjustments in some regions, LCD TV panel prices rebounded. The panel price has retreated from a high level. However, according to TCL Technology's annual forecast data, in the fourth quarter of 2021, TCL Technology will still maintain a profitability level of close to 2 billion yuan in net profit in a single quarter.

Zhonghuan Semiconductor's photovoltaic material production capacity has increased rapidly, especially the technical, cost and ecological advantages of G12 products have been enhanced. From the perspective of technological development, large-size silicon wafers have obvious advantages, and the increase in size is conducive to reducing the unit processing cost of modules and key components, which is an important direction for the progress of the photovoltaic industry.

The production capacity of Zhonghuan semiconductor materials has been expanded steadily, and the product structure of 8-12 inches has been continuously upgraded. At present, 8-inch and 12-inch silicon wafers are the mainstream product specifications in the global market, and their demand is increasing year by year. In particular, there is still a large gap in the supply and demand of 12-inch silicon wafers, and the gap will become larger as the prosperity of the semiconductor cycle picks up.

TCL Technology stated that the company will continue to focus on the core requirements of "improving quality and efficiency in operations, forging longboards to complement shortboards, speeding up global layout, and innovation-driven development". Create strategic control points.

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