TCL Central: It is expected that net profit in the first three quarters of 2022 will increase by 78.53%year -on -year to 83.6%

Author:Capital state Time:2022.09.29

On September 29, the A-share listed company TCL Central (Code: 002129.SZ) released a three-quarter report performance trailer. The company expects that the performance of the performance will rise sharply from January to September 2022, and the net profit attributable to shareholders of listed companies is 4.930 billion to 5070 billion Yuan, net profit increased by 78.53%year -on -year to 83.60%. It is expected that the basic earnings per share are 1.53 to 1.57 yuan.

The company makes the above prediction based on the following reasons:

1. New energy photovoltaic business sector: (1) Ningxia Central Phase 6 project is smoothly put into production, advanced production capacity has accelerated, product structure is optimized, and the G12 strategic product market has significant advantages. The transformation of technological innovation and manufacturing methods, the deep integration of G12 technology platform and industry 4.0 production line has improved the company's capabilities, technology level, and the ability to meet customer flexibility, and greaterly ensure the company's profitability. In the crystal link, reduce the consumption rate of silicon material in the unit product, and the monthly production capacity of the single furnace reached a new high; in the chip link, through the improvement of fine lines and thin slices chemical technology, the product rate of silicon wafers has increased significantly. The number of films is significantly ahead of the industry; (3) By long -term construction of good supply chain cooperation relationships, the company's production and sales scale is better guaranteed. At the same time, the company's turnover efficiency advantages, effectively controlling the scale of inventory, and reducing operating risks under short cycle fluctuations.

2. Semiconductor material business sector: (1) Increase product capacity improvement through accelerated production capacity construction and technology research and development, further release production capacity, polishing films and extension films continue to rise, and the scale of production and sales has increased significantly year -on -year; (2) firm Total Solution route , Accelerate the improvement of the product structure, provide customers with the entire product solution, and resist the cyclical fluctuations of the industry; Global semiconductor value chain; (4) accelerate the construction of global marketing networks, enhance international business expansion capabilities, strengthen overseas layout in accordance with the company's international strategy, and continuously improve global customer service capabilities.

3. In terms of modern manufacturing transformation: With the application process and operation scene of the company's industrial sectors with the application process and operation scenario of the company's industrial sectors with the application period, the per capita labor productivity has continued to increase significantly, the product quality and consistency continued to improve, and the original original, the original original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, the original, and the original. The consumption of materials and auxiliary materials has been further improved, and the efficiency and cost of factory operations are continuously optimized. At the same time, with the improvement of large -sized and N -type products, the advantages of flexible manufacturing in the industry 4.0 are further highlighted.

TCL Central, the company's full name TCL Central New Energy Technology Co., Ltd., was established on December 21, 1988. The current general manager Shen Haoping. R & D, production and sales of photovoltaic batteries and components.

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