TCL ELECTRONICS (01070) surged over 5%, and as of press time, the stock was up 5.45% to HK$11.23, with trading volume reaching HK$93.86 million.

On the news front, TCL ELECTRONICS achieved revenue of HK$54.78 billion in the first half of this year, representing a year-on-year increase of 20.4%, while adjusted net profit attributable to shareholders surged 62.0% year-on-year to HK$1.06 billion.

Guosen International noted that the company's first half 2025 performance exceeded expectations, with a clear dual-engine strategy driven by mid-to-high-end products and innovation, demonstrating both financial stability and growth potential. In the short term, the high growth of Mini LED TV and solar businesses is expected to continue driving performance delivery. In the long term, new track layouts in AI+AR/XR are opening a second growth curve, with global brand momentum further enhanced.

Notably, AI glasses have received fresh catalysts. According to reports, Apple has suspended its originally planned Vision Pro lightweight headset project scheduled for 2027 launch, instead redirecting resources toward developing AI-driven smart glasses in an attempt to catch up with Meta's leading position in this field.

According to CINNO Research data, in the first half of 2025, Thunderbird Innovation's AI/AR glasses under TCL ELECTRONICS achieved a 39% market share in China sales. According to Counterpoint data, in the second quarter of 2025, Thunderbird Innovation's AR glasses captured a 39% global shipment market share, becoming the world's number one for the first time.