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TCL进场 创维离场 LGD广州工厂出售进度条进一步推进

duiyutclhuaxinglaishuo,yuqizheyanyuweilaidebuquedingxing,burukanzhongdangxialcdshichangdequedingxing。

文 | 家电网

lgdguangzhougongchangdechushoujindutiaozhengzaichixutuijin。

riqian,chuangweijituanfabugonggaocheng,qiquanzizigongsishenzhenchuangwei—rgbnixianglejinxianshi(guangzhou)youxiangongsi(lg displayquanzizigongsi)chushoulejinxianshi(zhongguo)youxiangongsi(lg displayguangzhoulcdgongchangdegongsizhuti)10%guquan,cicijiaoyijinewei13yiyuan。

jiaoyiwanchenghou,chuangweijituanjiangbuzaichiyoulejinxianshi(zhongguo)youxiangongsiderenheguquan。lgdguangzhougongchangdeguquanjiagou,yejiangbianchenglgdchigu80%,guangzhougaoxinquchigu20%。

bencijiaoyidegongbuyiweizhelgdguangzhougongchangdechushouzhuanrangzhengzaichixujinxingzhong。waijiepubiancaice,lgdzigongsiyuchuangweidecicijiaoyi,shilgdweishunlizhuanrangguangzhoumianbangongchangzuozhunbei。

zuoweilejinzhongguodegudongzhiyi,chuangweicengjingyidubeirenweishilgdguangzhougongchangzuiyouxiwangdedezhu,danyouyushoujiadeyuanyin,zuizhongchuangweixuanzefangqichengweilgdguangzhougongchangdemaijia。

buguo,jinnian8yue,“tuotuolala”jinyiniandelgdguangzhoulcdgongchangchushoushiyizhongyu“yao”chenailuodi:tclhuaxingchengweimuqianweiyiyouxianmaijia。genjutclkejigonggao,tclhuaxingnishougoubiaodeweilejinxianshi(zhongguo)youxiangongsi70%guquanhelejinxianshi(guangzhou)youxiangongsi100%guquan。jiaoyijineyujichaobaiyiyuan。

不确定的未来

ciqiantclkejidegonggaozhichu,2023nian,lejinzhongguoyingshouwei63.34yiyuan,jinglirunwei6.02yiyuan。2023nianmo,zongzichanwei133.27yiyuan,jingzichanwei118.02yiyuan。zheiyiweizhe,lgdguangzhougongchangdefazhanjiaoweijiankang,duiyugoumaifanglaishuojuyouyidingdejijiyiyi。

erbaizaichuangweimianqiandezuidawentishizijin。zailgdguangzhougongchangxiyinleduogeganxingqudemaijiadeqingkuangxia,lgdguangzhougongchangdeshoujiayeshuizhangchuangao,zuizhongjiaoyijiageyujitupobaiyiyuan。zheiyiweizhechuangweixuyaozhifubuxiaodedaijia。

congcaibaoshujudejiaodulaikan,2023nianmo,chuangweijingzichanwei227.57yiyuan,zichanfuzhailvyue66%,yinxingjiekuan82.18yiyuan,chiyouxianjinwei91.14yiyuan。goumailgdguangzhougongchangjiangrangchuangweichengshoujiaodayali。duiyuchuangweilaishuo,yi13yiyuandeshoujiatiqianlichangshigenghaodexuanze。yeneirenshiyuji,tclkejiyulgddejiaoyizongebuhuichaoguo130yiyuan。

yeyouguandianrenwei,chuangweizuoweizonghexingjiadianqiye,xuyaolinghuodiaozhengzichanjiegou,jiangziyuanxianggengjuzengzhangqianlihejishubileidelingyuqingxie,yiquebaoqiyedezhangqijingzhengli。chuangweizaiguoqusinianli,zhengzaichixukuozhangzaiguangfulingyudebuju,zhubuzhuanbianweiyijiaxinnengyuanqiye。zai2023niandecaibaozhong,xinnengyuanyewugongxianle233.96yiyuan,zhanzhengtiyingshoude1/3。

jinguanxinnengyuanyewuzaijiagezhandedaqushixiachixuchengya,gaobiegaozengzhangshidai,danchuangweirengrankanhaoguangfuchanyedeqianjing。

jinnian,chuangweirengranjiadazaiguangfuchanyedetouru。jinnian8yue,shenzhenchuangweiguangfuzhihuichanyeyuanxiangmujubandianjiyishi。zheiyiweizhechuangweizaiguangfuchanyedebujudedaojinyibushenhua。

julejie,shenzhenchuangweiguangfuzhihuichanyeyuanxiangmujianshejiangfenliangqijinxing,yiqiyuji2026niandijianchengtourushiyong,erqiyuji2027nianzhongquanmiantourushiyong。xiangmudachanhou,nianchannengyuji5gw,meitianxiaxianzujian25000kuai。

zaixinnengyuanyewubuduankuozhangdeqingkuangxia,chuangweiduizijindexuqiuyezaichixutisheng。yeneirenshirenwei,tongguochushoubufenguquan,chuangweikeyihuodeyibikeguandexianjinliu,yongyuzhichiguangfuyewudefazhan。

乐观派TCL

yeneirenshizhichu,cong2021nianshougousanxingsuzhougongchang,daojijiangwanchengdebaiyibinggouan,tclhuaxingzailcdmianbandehuayuquanjiangjinyibutisheng。judisanfangyuce,wanchengbinggouhou,2025nian,tclhuaxinglcd tvmianbanchannengmianjijiangdadao28.9%,tongbishangzhang7.3%。

duiyutclhuaxingeryan,binggoulgdguangzhougongchangdexiaoguoshixianeryijiande。zaibinggoulgdguangzhouzhiqian,tclhuaxingyongyou3zuog8.5、1zuog8.6、2zuog10.5dengzhongdachicunchanpinchanxian;binggouzhihou,zhijiezengjiayizuog8.5chanxian,zhengtilcdchannengjiangjinyibutisheng。

lingwai,youyulgdguangzhouyut9tongweiyuguangzhouzengchengqu,yinci,dangxiajianglgdguangzhoushourunangzhongzhihou,erzhedelianheyouwangxingchengchanyejiqunxiaoying,shidetclhuaxingnenggougenghaodizhenghedangdixianshichanyeziyuan。

buguo,yeyoufenxirenwei,oled、micro ledzaijiasufazhan,lcdchangkenenghuichengweiluohouchanneng。muqian,baokuorihan、zhongguotaiwandengduogediqudemianbanchangdouzailuxuduilcdquchanneng,oleddengxinjishujiasufazhanyebiranfenshiweilaixianshixuqiushichang。

yucitongshi,xuqiuduandexiaxingdaozhilcdxingyezai2022nianjianjinglilequanxingyexingchannengguoshenghekuisun。jinguanzaitoubumianbanchangzhudongjianchandeqingkuangxia,lcdmianbanjiageyousuohuifu,danjinniandisanjidu,quanqiulcddianshimianbangongyingkuansong,7yuemianbanjiagekaishixiadie,8yuemianbanjiagejiangfujiaoda,9yuejiagejixuxiadie。

zheiranglcdchanyedeweilaichongmanlebuquedingxing。

ciwai,youguandianrenwei,lgdjiangmianbanxianjianshemubiaozhuanxiangoled,tongguochushoulcdgongchangkeyiweijijiangkaigongde8.6daiityongoledxianchoucuozijin,jiaqianglgdzaioledlingyudejingzhengli。jinnianeryuefen,youchuanyancheng lg display jiangjixujiansheqi 8.6 daiit amoled shengchanxian。

zaijinnian4yuedi,haiyouxiaoxichuanchutclhuaxingjijiangruju8.6daioled。buguo,tclhuaxingmugongsitclkejiyijinggonggaochengqingcixiaoxi,tclhuaxingceozhaojunhaizaibenyuechujieshoucaifangshibiaoshi,“womenmeiyoumingquedeshijianbiaoqujian8.6daideoledchanxian,zheijianshidejuecequjueyuhenduofangmian,baokuoneibudejishuzhunbeidu、shichangdejingzheng、xingyejishudediedaiqushi,womenhuizonghekaolvzheixieyinsu,huizaishishideshijianqupinggu,bingqiezuoxiangyingdejuece,danyanxiaqueshimeiyoumingquedeshijianbiao。”

yeneirenshibiaoshi,muqian8.6daioledchanxiantongshimianlinjishunanduyutouzihuibaonanyipinggudetiaozhan。duiyutclhuaxinglaishuo,yuqizheyanyuweilaidebuquedingxing,burukanzhongdangxialcdshichangdequedingxing。tclhuaxingshougoulgdguangzhoushilcdchanyedeyicineibujiegoudiaozheng,buhuizengjiaxindechanneng,duizhengtidegongxuyingxiangbuda,dantclhuaxingquenenggouhuodegengjiamingquedefenezengzhang。

本文为转载内容,授权事宜请联系原著作权人。

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TCL进场 创维离场 LGD广州工厂出售进度条进一步推进

duiyutclhuaxinglaishuo,yuqizheyanyuweilaidebuquedingxing,burukanzhongdangxialcdshichangdequedingxing。

文 | 家电网

lgdguangzhougongchangdechushoujindutiaozhengzaichixutuijin。

riqian,chuangweijituanfabugonggaocheng,qiquanzizigongsishenzhenchuangwei—rgbnixianglejinxianshi(guangzhou)youxiangongsi(lg displayquanzizigongsi)chushoulejinxianshi(zhongguo)youxiangongsi(lg displayguangzhoulcdgongchangdegongsizhuti)10%guquan,cicijiaoyijinewei13yiyuan。

jiaoyiwanchenghou,chuangweijituanjiangbuzaichiyoulejinxianshi(zhongguo)youxiangongsiderenheguquan。lgdguangzhougongchangdeguquanjiagou,yejiangbianchenglgdchigu80%,guangzhougaoxinquchigu20%。

bencijiaoyidegongbuyiweizhelgdguangzhougongchangdechushouzhuanrangzhengzaichixujinxingzhong。waijiepubiancaice,lgdzigongsiyuchuangweidecicijiaoyi,shilgdweishunlizhuanrangguangzhoumianbangongchangzuozhunbei。

zuoweilejinzhongguodegudongzhiyi,chuangweicengjingyidubeirenweishilgdguangzhougongchangzuiyouxiwangdedezhu,danyouyushoujiadeyuanyin,zuizhongchuangweixuanzefangqichengweilgdguangzhougongchangdemaijia。

buguo,jinnian8yue,“tuotuolala”jinyiniandelgdguangzhoulcdgongchangchushoushiyizhongyu“yao”chenailuodi:tclhuaxingchengweimuqianweiyiyouxianmaijia。genjutclkejigonggao,tclhuaxingnishougoubiaodeweilejinxianshi(zhongguo)youxiangongsi70%guquanhelejinxianshi(guangzhou)youxiangongsi100%guquan。jiaoyijineyujichaobaiyiyuan。

不确定的未来

ciqiantclkejidegonggaozhichu,2023nian,lejinzhongguoyingshouwei63.34yiyuan,jinglirunwei6.02yiyuan。2023nianmo,zongzichanwei133.27yiyuan,jingzichanwei118.02yiyuan。zheiyiweizhe,lgdguangzhougongchangdefazhanjiaoweijiankang,duiyugoumaifanglaishuojuyouyidingdejijiyiyi。

erbaizaichuangweimianqiandezuidawentishizijin。zailgdguangzhougongchangxiyinleduogeganxingqudemaijiadeqingkuangxia,lgdguangzhougongchangdeshoujiayeshuizhangchuangao,zuizhongjiaoyijiageyujitupobaiyiyuan。zheiyiweizhechuangweixuyaozhifubuxiaodedaijia。

congcaibaoshujudejiaodulaikan,2023nianmo,chuangweijingzichanwei227.57yiyuan,zichanfuzhailvyue66%,yinxingjiekuan82.18yiyuan,chiyouxianjinwei91.14yiyuan。goumailgdguangzhougongchangjiangrangchuangweichengshoujiaodayali。duiyuchuangweilaishuo,yi13yiyuandeshoujiatiqianlichangshigenghaodexuanze。yeneirenshiyuji,tclkejiyulgddejiaoyizongebuhuichaoguo130yiyuan。

yeyouguandianrenwei,chuangweizuoweizonghexingjiadianqiye,xuyaolinghuodiaozhengzichanjiegou,jiangziyuanxianggengjuzengzhangqianlihejishubileidelingyuqingxie,yiquebaoqiyedezhangqijingzhengli。chuangweizaiguoqusinianli,zhengzaichixukuozhangzaiguangfulingyudebuju,zhubuzhuanbianweiyijiaxinnengyuanqiye。zai2023niandecaibaozhong,xinnengyuanyewugongxianle233.96yiyuan,zhanzhengtiyingshoude1/3。

jinguanxinnengyuanyewuzaijiagezhandedaqushixiachixuchengya,gaobiegaozengzhangshidai,danchuangweirengrankanhaoguangfuchanyedeqianjing。

jinnian,chuangweirengranjiadazaiguangfuchanyedetouru。jinnian8yue,shenzhenchuangweiguangfuzhihuichanyeyuanxiangmujubandianjiyishi。zheiyiweizhechuangweizaiguangfuchanyedebujudedaojinyibushenhua。

julejie,shenzhenchuangweiguangfuzhihuichanyeyuanxiangmujianshejiangfenliangqijinxing,yiqiyuji2026niandijianchengtourushiyong,erqiyuji2027nianzhongquanmiantourushiyong。xiangmudachanhou,nianchannengyuji5gw,meitianxiaxianzujian25000kuai。

zaixinnengyuanyewubuduankuozhangdeqingkuangxia,chuangweiduizijindexuqiuyezaichixutisheng。yeneirenshirenwei,tongguochushoubufenguquan,chuangweikeyihuodeyibikeguandexianjinliu,yongyuzhichiguangfuyewudefazhan。

乐观派TCL

yeneirenshizhichu,cong2021nianshougousanxingsuzhougongchang,daojijiangwanchengdebaiyibinggouan,tclhuaxingzailcdmianbandehuayuquanjiangjinyibutisheng。judisanfangyuce,wanchengbinggouhou,2025nian,tclhuaxinglcd tvmianbanchannengmianjijiangdadao28.9%,tongbishangzhang7.3%。

duiyutclhuaxingeryan,binggoulgdguangzhougongchangdexiaoguoshixianeryijiande。zaibinggoulgdguangzhouzhiqian,tclhuaxingyongyou3zuog8.5、1zuog8.6、2zuog10.5dengzhongdachicunchanpinchanxian;binggouzhihou,zhijiezengjiayizuog8.5chanxian,zhengtilcdchannengjiangjinyibutisheng。

lingwai,youyulgdguangzhouyut9tongweiyuguangzhouzengchengqu,yinci,dangxiajianglgdguangzhoushourunangzhongzhihou,erzhedelianheyouwangxingchengchanyejiqunxiaoying,shidetclhuaxingnenggougenghaodizhenghedangdixianshichanyeziyuan。

buguo,yeyoufenxirenwei,oled、micro ledzaijiasufazhan,lcdchangkenenghuichengweiluohouchanneng。muqian,baokuorihan、zhongguotaiwandengduogediqudemianbanchangdouzailuxuduilcdquchanneng,oleddengxinjishujiasufazhanyebiranfenshiweilaixianshixuqiushichang。

yucitongshi,xuqiuduandexiaxingdaozhilcdxingyezai2022nianjianjinglilequanxingyexingchannengguoshenghekuisun。jinguanzaitoubumianbanchangzhudongjianchandeqingkuangxia,lcdmianbanjiageyousuohuifu,danjinniandisanjidu,quanqiulcddianshimianbangongyingkuansong,7yuemianbanjiagekaishixiadie,8yuemianbanjiagejiangfujiaoda,9yuejiagejixuxiadie。

zheiranglcdchanyedeweilaichongmanlebuquedingxing。

ciwai,youguandianrenwei,lgdjiangmianbanxianjianshemubiaozhuanxiangoled,tongguochushoulcdgongchangkeyiweijijiangkaigongde8.6daiityongoledxianchoucuozijin,jiaqianglgdzaioledlingyudejingzhengli。jinnianeryuefen,youchuanyancheng lg display jiangjixujiansheqi 8.6 daiit amoled shengchanxian。

zaijinnian4yuedi,haiyouxiaoxichuanchutclhuaxingjijiangruju8.6daioled。buguo,tclhuaxingmugongsitclkejiyijinggonggaochengqingcixiaoxi,tclhuaxingceozhaojunhaizaibenyuechujieshoucaifangshibiaoshi,“womenmeiyoumingquedeshijianbiaoqujian8.6daideoledchanxian,zheijianshidejuecequjueyuhenduofangmian,baokuoneibudejishuzhunbeidu、shichangdejingzheng、xingyejishudediedaiqushi,womenhuizonghekaolvzheixieyinsu,huizaishishideshijianqupinggu,bingqiezuoxiangyingdejuece,danyanxiaqueshimeiyoumingquedeshijianbiao。”

yeneirenshibiaoshi,muqian8.6daioledchanxiantongshimianlinjishunanduyutouzihuibaonanyipinggudetiaozhan。duiyutclhuaxinglaishuo,yuqizheyanyuweilaidebuquedingxing,burukanzhongdangxialcdshichangdequedingxing。tclhuaxingshougoulgdguangzhoushilcdchanyedeyicineibujiegoudiaozheng,buhuizengjiaxindechanneng,duizhengtidegongxuyingxiangbuda,dantclhuaxingquenenggouhuodegengjiamingquedefenezengzhang。

本文为转载内容,授权事宜请联系原著作权人。