TCL电子现涨逾5% 中信建投证券看好公司的未来增长前景

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10 Feb
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  TCL电子(01070)早盘上涨4.85%,现报6.92港元,成交额3553.31万港元。

  TCL电子近日公布2024年TCL电视全球出货量数据。2024年TCL电视全球出货量同比增长14.8%,达至2900万台,再创历史新高。

  中信建投证券表示,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,有望推动经营利润率回升至疫前水平。此外,雷鸟创新引领AR 眼镜发展大屏高端与下沉协同,加速MiniLED 渗透。该行认为,公司“TCL+雷鸟”双品牌以及“中高端+大屏化”战略有望加速MiniLED 渗透率提升,进一步抢占全球高端市场份额。

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