核心观点TCL 电子发布2024 年TCL 电视全球出货量数据,Q4 国内受益国补刺激销量稳健增长,海外受益渠道拓展销量持续高增,欧洲及新兴市场均表现优异。同时,公司大屏化+高端化策略成效显著,Q4 大尺寸和MiniLED 电视大幅增长,有望推动智屏业务利润率提升。我们看好公司的未来增长前景,一方面其在海外市场份额持续提升,未来智屏业务收入有望继续增长;另一方面其产品结构不断优化,有望推动经营...
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