TCL科技等面板厂商2025上半年预增，全年锁定高增长？

中金在线2025-07-18

随着中报临近，面板上市公司业绩轮廓逐步显现。其中，TCL科技披露其半导体显示业务2025上半年预计实现净利润46亿元，同比增长超70%，表现突出。除TCL科技外，彩虹股份也披露了业绩预告，预计上半年净利润在4.1-4.8亿元之间，持续盈利；深天马预计上半年营业收入同比增长约10%，归母净利润同比增长超138%，实现扭亏为盈。另一行业龙头企业京东方暂未披露业绩预告，但其一季度净利润达16亿元，同比...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2552455951?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-18 10:15","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2552455951","market":"sh","top_or_hot":-1,"title":"TCL科技等面板厂商2025上半年预增，全年锁定高增长？","media":"中金在线","content":"<div>\n<p>随着中报临近，面板上市公司业绩轮廓逐步显现。其中，TCL科技披露其半导体显示业务2025上半年预计实现净利润46亿元，同比增长超70%，表现突出。除TCL科技外，彩虹股份也披露了业绩预告，预计上半年净利润在4.1-4.8亿元之间，持续盈利；深天马预计上半年营业收入同比增长约10%，归母净利润同比增长超138%，实现扭亏为盈。另一行业龙头企业京东方暂未披露业绩预告，但其一季度净利润达16亿元，同比...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507181020439546ea7c&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TCL科技等面板厂商2025上半年预增，全年锁定高增长？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTCL科技等面板厂商2025上半年预增，全年锁定高增长？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-18 10:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507181020439546ea7c&s=b><strong>中金在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着中报临近，面板上市公司业绩轮廓逐步显现。其中，TCL科技披露其半导体显示业务2025上半年预计实现净利润46亿元，同比增长超70%，表现突出。除TCL科技外，彩虹股份也披露了业绩预告，预计上半年净利润在4.1-4.8亿元之间，持续盈利；深天马预计上半年营业收入同比增长约10%，归母净利润同比增长超138%，实现扭亏为盈。另一行业龙头企业京东方暂未披露业绩预告，但其一季度净利润达16亿元，同比...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507181020439546ea7c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0196","symbol_name":"行业龙头","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507181020439546ea7c&s=b","article_id":"2552455951","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507181020439546ea7c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2552455951","pubTimestamp":1752804905,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"供给侧方面，继TCL科技拿下LGD广州工厂、京东方收购彩虹30%股权，近期台厂群创光电宣布将关停5.5代线项目，行业集中度持续提升。他进一步预计TCL科技在盈利规模和同比增速上，有望继续领跑行业。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600707":"彩虹股份","BK0196":"行业龙头","BK0126":"智能电视","BK0010":"央企","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0026":"智能家居","BK0214":"IT设备","BK0028":"国家队","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK0086":"举牌","BK0012":"证金概念","000100":"TCL科技","BK0030":"云计算","BK0188":"融资融券","BK0045":"太赫兹","BK0152":"OLED","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC"},"translate_title":"Panel manufacturers such as TCL Technology are expected to increase in the first half of 2025, locking in high growth throughout the year?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600707":0.9,"000100":1},"content_text":"随着中报临近，面板上市公司业绩轮廓逐步显现。其中，TCL科技披露其半导体显示业务2025上半年预计实现净利润46亿元，同比增长超70%，表现突出。除TCL科技外，彩虹股份也披露了业绩预告，预计上半年净利润在4.1-4.8亿元之间，持续盈利；深天马预计上半年营业收入同比增长约10%，归母净利润同比增长超138%，实现扭亏为盈。另一行业龙头企业京东方暂未披露业绩预告，但其一季度净利润达16亿元，同比大幅增长64%，今年上半年整体业绩仍然值得期待。分析人士指出，面板行业近两年来整体呈复苏态势，尤其头部综合性厂商业绩情况表现出较强稳定性，主要系因龙头厂商在具备高世代线和规模优势的同时，在产品和场景布局上更加均衡多元，预计这一优势将持续发挥作用。展望下半年，尽管7月以来，TV面板价格面临下行压力，但结合供需两端因素来看，下半年面板行业整体仍然有望维持增长态势。供给侧方面，继TCL科技拿下LGD广州工厂、京东方收购彩虹30%股权，近期台厂群创光电宣布将关停5.5代线项目，行业集中度持续提升。对此上述分析人士认为，随着面板行业资源持续整合，产业头部集中格局不断夯实，也为主流厂商维持按需生产提供有利条件。其进一步指出，“基于厂商们稼动率自律调控机制日趋成熟，面板价格不太可能持续单边下跌，预计下行空间有限”。机构亦有相似观点，例如迪显预测，接下来面板价格整体仍会维持在当前较高的水位上运行，厂商盈利能力有较强保障。同时Omdia监测数据，一季度面板厂商平均稼动率约83%，6月起已降至80%以内，预计7、8月将维持在75%～80%之间，这对稳定面板价格至关重要。需求侧方面，下半年，新一轮以旧换新国补政策或将逐步出台，叠加传统电子消费旺季的到来——各大消费电子厂商一般将在9-10月集中发布年度新品——上游面板需求表现亦有望回升，为面板出货量价上涨带来支撑。“整体看下来，面板行业下半年利润有望超过或持平上半年，龙头厂商全年业绩确定性更强。”上述分析人士表示。他进一步预计TCL科技在盈利规模和同比增速上，有望继续领跑行业。值得一提的是，公开资料显示，TCL科技今年一季度完成对LGD广州的收购，二季度开始并表，同时其收购深圳华星半导体21.53%股权的交易也于近期完成，相关标的于7月1日起并表，两大交易预计将为TCL科技归母净利润的提升带来增益。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2552455951","isCrawlerRequest":true}