本报告导读:公司2024 年全年彩电出货数据公布,全球出货量创历史新高;公司以大屏化和高端化为抓手,推动产品结构优化。增持。投资要点:投资建议:公司2024年电视出货量创历史新高,高端化高歌猛进;美关税新政落地,公司供应链腾挪空间较大,受冲击程度相对有限。我们维持2024-2026 年盈利预测,预计EPS 分别为0.56/0.68/0.76 港元,同比+90%/+21%/+13%。参考同行业可比...
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