TCL电子的核心业务表现同样令人瞩目。2024年,公司TV出货量同比增长14.8%至2900万台,其中TCL中高端产品Mini LED TV全球出货量突破170万台,同比高增194.5%。此外,公司创新业务持续强劲增长,收入同比提升44.9%至270.1亿港元。中金公司的研报指出,TCL电子因彩电及创新业务超预期,以及整体费用率持续优化,2024年业绩高于预期。分析师预计,公司彩电盈利能力将持续改善,新业务也具有较大潜力。在国内市场受益于国补政策下彩电行业结构升级,而海外市场份额近年来持续提升,预计海外中高端产品占比有望逐步提高。这些积极因素共同推动了投资者对TCL电子未来发展的信心,进而带动股价上涨。
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