TCL电子升逾5%，拟收购TCL AeroWell(Cayman)全部股权，确立空调为产品组合重要支柱。
消息面上，TCL电子发布公告，于2026年7月15日，本公司与卖方(NXTHome、YF Rongye、Core Elite、Union Vast及Reach Glory)订立买卖协议，卖方同意出售而本公司同意购买标的股份(目标公司TCL AeroWell (Cayman) Holdings Limited的全部股权)，总代价为56.1亿港元，有关代价将以现金及代价股份相结合的方式支付。目标集团主要从事空调系统业务。
华创证券指出，本次收购是公司全品类智能终端布局的关键里程碑，确立空调为产品组合重要支柱，向多品类智能家居平台转型。行业上，全球HVAC市场规模预计由2026年5648亿美元增至2035年1.2 万亿美元(CAGR8.1%)，极端高温、新兴市场低渗透率及AI节能升级驱动行业长期扩容；协同上，空调可复用公司全球销售网络及零售渠道加速海外渗透，统一AI技术平台减少重复研发，关键零部件采购获规模优势。
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