智通财经APP获悉，TCL电子(01070)涨超6%，截至发稿，涨5.87%，报9.38港元，成交额1.04亿港元。
消息面上，TCL电子近期公布2024年业绩，收入993.22亿港元，同比增长25.7%；毛利155.54亿港元，同比增长13.8%；归属于母公司拥有者净利润为17.59亿港元，同比增长136.6%；经调整归母净利润为16.06亿港元，同比增长100.1%；建议每股末期股息31.80港仙，派息率达经调整归母净利润的50%。期内，公司 TV出货量同比增长14.8%至2900万台；TCL中高端产品Mini LED TV 2024年全球出货量突破170万台，同比高增194.5%；创新业务持续强劲增长，收入同比提升44.9%至270.1亿港元。
中金研报指出，TCL电子2024年因彩电及创新业务超预期，及整体费用率持续优化，2024年业绩高于该行预期。同时，该行认为，集团彩电盈利能力将持续改善及新业务潜力较大。国内市场方面，受惠于国补政策下彩电行业结构升级趋势明确，集团受益明显；海外市场方面，其海外份额于近几年持续提升。该行预计，集团海外中高端产品占比有望逐步提升。
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