of July 13, TCL Central issued a performance forecast for the first half of 2026. In the
first half of this year, TCL Zhonghuan is expected to have a loss of 3.0-3.3 billion yuan , a year-on-year improvement of 22.2% -29.3% ; a loss of 3.6-3.9 billion yuan after deducting non-net profit, a year-on-year reduction of 12.9% -19.6%.
For the performance of the improvement, the company said: "
The new energy photovoltaic business repair.". Through the continuous promotion of cost reduction and efficiency enhancement , the non-silicon cost of the company's silicon wafer business decreased by more than 13% year-on-year, and EBITDA improved year-on-year. The company's moderate "integration" and globalization strategy has made substantial progress, and the revenue of battery module business has increased by nearly 40% year-on-year, of which the revenue in the second quarter accounted for more than 50% of the company's photovoltaic business revenue. High-efficiency products such as BC and half chips accounted for more than 15% of the total shipments; overseas shipments of components were about 2G W , which increased by 4 times compared with the same period last year. The scale growth and product structure optimization jointly drove the component business to reduce losses.
The company's semiconductor materials business is operating steadily, with revenue expected to exceed 3 billion yuan, product shipments increased by 17% year-on-year, and the 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.
Therefore, in the second quarter of this year , the company 's net profit loss is expected to be 1.353-1.653 billion yuan , and the non-net profit loss is about 1.8-2.1 billion yuan.
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