智通财经APP获悉，TCL电子(01070)再涨超3%，截至发稿，涨2.97%，报9.73港元，成交4339.89万港元。
中金发布研报称，TCL电子公布1Q25TV出货数据：公司TV全球出货量651万台，同比+11.4%；其中，Mini LED TV全球出货量55万台，同比+233%，占比达到8.4%；中高端量子点TV全球出货量133万台，同比+74.9%，占比达到20.4%。高端化、大屏化战略推进，叠加国补拉动，公司全球TV销售额同比+22.3%，销售均价同比+9.8%，产品竞争力持续提升。
该行指出，2024年初至今，TCL在国内市场坚定“TCL+雷鸟”双品牌发力战略，份额不断提升。1Q25公司在中国出货量153.2万台，同比+11%，销售额同比+35%，出货均价同比+22%。大屏和Mini产品的占比继续提升。公司在中国市场1Q25 65 英寸及以上产品出货量同比+18%，占比55%，同比+3.5ppt；75英寸及以上产品出货量同比+21%，占比35%，同比+3ppt；Mini LED出货量同比+341%，占比17.6%，同比+13.2ppt。
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