金吾财讯 | TCL电子(01070)盘初一度涨超10%，截至发稿，涨6.84%，报7.03港元，成交额8386万港元。消息面上，TCL电子发盈喜，预期集团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，将录得约62%至112%的增长。经调整归母净利润预期大幅增长之主要原因为：核心显示业务高端及大屏产品占比显着提升，TCL电视业务收入再创历史新高；创新业务维持高增态势，其中全品类营销及光伏业务持续快速提升规模及竞争力，进一步增厚了集团运营业绩。
此前中信建投提到，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+高端化策略成效显着，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。该行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。
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