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[manufacturing / sealed test] TCL Technology: it is estimated that the net profit attributable to the parent company in the first three quarters will exceed 9 billion yuan, with a maximum year-on-year increase of 353%

Source: global semiconductor watch original author: VIKI 2021-10-15 10:19:31

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On the evening of October 14, TCL technology released the performance forecast for the first three quarters of 2021, saying that the company's operating performance will show the same upward trend. TCL technology expects that the net profit attributable to the parent company in the first three quarters of 2021 will be RMB 9.030 billion ~ 9.180 billion, with a year-on-year increase of 346% ~ 353%; It is estimated that the net profit attributable to the parent company in the third quarter is RMB 2.25 billion ~ 2.4 billion, with a year-on-year increase of 175% ~ 194%.

Source: screenshot of TCL technology announcement

TCL technology said that during the reporting period, the company's operation and performance were mainly affected by three factors:

The prosperity of semiconductor display industry is high, driving the company's revenue

TCL technology announced that the prosperity of the semiconductor display industry was higher than that in the same period last year. Benefiting from the continuous growth of production capacity and the optimization of business and product structure, the shipment area of the semiconductor display business increased by more than 30% year-on-year in the first three quarters, and the net profit increased by about 16 times year-on-year.

In the field of large-scale business, TCL technology said that due to the disturbance of logistics and global demand in some regions, the prices of main products were corrected at a high level in the third quarter, and the impact of upstream supply chain fluctuations, the quarterly profit of large-scale business decreased month on month; However, the company actively promoted the optimization of product structure such as high-end TV and commercial display, significantly improved the performance stability, and the net profit in the third quarter increased by about 4 times year-on-year.

In the medium-sized business field, TCL technology has rapidly increased its market share in E-sports MNT, LTPS laptop, LTPS tablet and vehicle, and its performance continues to grow.

In the small-scale business field, TCL technology's T3 line operation has gradually improved, and T4 line has actively established differentiated competitiveness such as flexible folding and off-screen camera. Affected by the early R & D investment and the accelerated climbing of the production line, T4's loss has increased month on month.

TCL technology pointed out that the company will accelerate the improvement of small and medium-sized business layout, continue to optimize product and customer structure, improve efficiency and benefit advantages, and raise the performance center in periodic fluctuations.

The revenue and profit of central continued to grow rapidly

According to enterprise investigation information, as of the end of the second quarter, TCL technology indirectly held 27.23% of central shares through Tianjin Zhonghuan Electronic Information Group Co., Ltd., and directly held 2.57% of its shares.

Image source: screenshot of Enterprise Investigation Information

On the evening of the 14th, Zhonghuan shares issued a performance forecast, saying that the company expects to realize a net profit of 2.7 billion yuan to 2.8 billion yuan attributable to shareholders of Listed Companies in the first three quarters of this year, with a year-on-year increase of 219.03% ~ 230.84%; In the third quarter, the net profit attributable to the shareholders of the listed company is expected to be 1.22 billion yuan ~ 1.320 billion yuan, with a year-on-year increase of 296.11% ~ 328.58%.

TCL technology said that the revenue and profits of central continued to grow rapidly, becoming the second engine of the company's performance growth. Through continuous technological innovation, Zhonghuan Co., Ltd. has continuously improved the monthly production of single crystal furnace, reduced the silicon consumption per unit product, improved the A-product rate of silicon wafer, and improved the output efficiency. The scale of G12 products has accelerated, the product structure transformation has been smooth, and the profit of semiconductor photovoltaic materials business has increased significantly. The semiconductor materials business released effective production capacity by accelerating the commissioning of new production lines, further improved the production and marketing scale of semiconductor materials, and the 8-12 inch large silicon wafer project was progressing smoothly.

The disposal of assets affected the performance of the investment business segment, which fell sharply

TCL believes that the one-time impact of the company's disposal of the equity of the real estate company in the sample year in the third quarter led to a sharp year-on-year and month on month decline in the performance of the company's investment business sector in the third quarter. Other businesses in the Industrial Finance and investment business segment are operating well. The company is confident that the business segment will achieve stable revenue contribution in 2021.