金吾财讯 | TCL电子(01070)逆市走强，截至发稿，涨3.34%，报6.49港元，成交额4720万港元。消息面上，TrendForce集邦咨询最新调研数据显示，2025年1月，电视面板价格预期将呈上升趋势。65吋电视面板均价预期为174美元，较前月增长2美元，增长1.2%。43吋电视面板均价预期为64美元，较前月上涨1美元，增长1.6%。32吋电视面板均价预期为35美元，较前月上涨1美元，增长2.9%。此外，根据洛图科技（RUNTO）发布的报告显示，2024年11月，全球大尺寸液晶电视面板出货量为20.3M片，同比大幅增长27.0%，环比10月增长6.7%；出货面积为15.5M平方米，同环比分别增长25.5%和7.7%。华泰证券研报指出，TCL为全球电视龙头，且已经形成全球化布局和较成功的出海范式。该行看好公司继续占领全球中高端电视份额，进而提升海外电视业务盈利能力。叠加持续的对内经营优化，公司长期盈利能力提升有看点，有望能持续兑现股权激励净利增长目标。
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