of July 13, TCL Central issued a performance forecast for the first half of 2026. It is estimated that the loss in the first half of the year will be RMB3.0-3.3 billion, representing a year-on-year improvement of 22.2% -29.3%; the net profit loss after deduction of non-profits will be RMB3.6-3.9 billion, representing a year-on-year decrease of 12.9% -19.6%. For
the improvement of performance, the company said that it was mainly due to the cost reduction and efficiency increase of photovoltaic business, and the non-silicon cost of silicon wafers decreased by more than 13% year on year. Battery module revenue increased by nearly 40% year-on-year, overseas shipments of about 2G W increased by four times year-on-year, semiconductor materials business revenue exceeded 3 billion yuan, shipments increased by 17% year-on-year, and 12-inch product layout continued to advance steadily.
Financial data show that in the first quarter of this year, TCL Central lost 1.647 billion yuan in net profit and 1.8 billion yuan in non-net profit. Based on this, it is estimated that its net profit in the second quarter is expected to be a loss of 1.353-1.653 billion yuan and a non-deduction loss of about 1.8-2.1 billion yuan.
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