智通财经APP获悉,TCL电子(01070)再涨超3% ,截至发稿,涨3.27%,报7.58港元,成交额1.53亿港元。
消息面上,TCL电子近日发盈喜,预期2024年度的经调整归母净利润约在13亿至17亿港元之间,与2023年同期相比,将取得约62%至112%的增长。主要由于集团秉持“品牌引领价值,全球效率经营,科技驱动,活力至上”的战略愿景,全球能力建设与组织调整取得显著效果,通过产品结构调整、营销零售突破、全球效率运营、打造活力组织,为业绩持续增长奠定了坚实基础。
国金证券指出,24年公司全球能力建设与组织调整取得良好效果,内销国补延续+海外渠道持续突破下,份额提升+盈利弹性逻辑有望持续兑现,盈利中枢有望持续提升。华安证券则认为,在电视主业结构优化+互联网光伏业务增量逻辑下,公司盈利空间仍有余粮,若面板成本压力同比缓和,盈利弹性将进一步放大。
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