智通财经APP获悉，TCL电子(01070)盘中涨超6%，截至发稿，涨4.69%，报5.13港元，成交额1395.53万港元。
消息面上，TCL电子此前公布2024年前三季度TCL电视全球出货量数据。得益于产品力和全球品牌影响力持续提升，2024年第三季度TCL电视全球出货量同比大幅增长19.7%，达至749万台。截至今年前三季度，TCL电视全球出货量共计2,001万台，同比增幅达12.9%。公司的中高端产品持续受市场青睐，今年前三季度TCL量子点电视及TCL Mini LED电视全球出货量同比增幅分别为61.1%及162.8%。
华安证券指，公司年初至今连续3个季度出货超预期，展现全球品牌进击强alpha；当前内销以旧换新政策利好一线品牌结构优化及Miniled加速渗透铺开。东北证券此前表示，下半年随着美国市场“黑五促销季”来临以及国内3000亿“大规模设备更新和消费品以旧换新”政策落地，公司显示业务环比将实现更高质量增长。
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