Southwest Securities Co.Ltd(600369) the research report released on January 29 said that the purchase rating of Tcl Technology Group Corporation(000100) (000100. SZ) was maintained, and the target price was 11.16 yuan. The reasons for the rating mainly include: 1) TCL Huaxing semiconductor display + Zhonghuan semiconductor photovoltaic two blossoms, and the company’s performance growth in 2021 is considerable; 2) The large-size TV panel industry is leading, the small and medium-sized panel continues to enter the field of it and vehicle, and the company’s semiconductor display business structure will continue to be optimized; 3) Central semiconductor photovoltaic materials and multi line layout, showing economies of scale. Risk warning: repeated epidemic risk; The risk that the ramp up of production capacity is less than expected; Downstream demand is less than expected risk.
AI comments: Tcl Technology Group Corporation(000100) got one research report from securities companies in the past month and bought one.
