异动解读 | TCL电子盘中大涨5.28%,业绩大增及智能眼镜新品预期推动股价上扬

异动解读
25 Mar

TCL电子(01070.HK)今日盘中大涨5.28%,延续昨日超13%的涨势,引发市场关注。截至盘中,该股报价9.36港元,成交额达6291.87万港元。

业绩表现亮眼是推动股价上涨的主要因素。TCL电子近日公布的2024年业绩显示,公司收入达993.22亿港元,同比增长25.7%;毛利155.54亿港元,同比增长13.8%。更为显著的是,归属于母公司拥有者净利润飙升至17.59亿港元,同比大增136.6%。公司还宣布每股末期股息31.80港仙,派息率达经调整归母净利润的50%。此外,公司电视业务表现强劲,全年出货量同比增长14.8%至2900万台,市场占有率提升1.4个百分点至13.9%,跻身全球品牌电视前二。

除了亮眼的财务业绩外,TCL电子旗下雷鸟创新预计在第二季度推出智能眼镜新品X3Pro,这一消息也为公司股价提供了额外支撑。华泰证券分析指出,受益于以旧换新政策红利、显示产业一体化布局以及海外综合优势,公司在中高端电视市场份额持续提升。分析师还看好公司在AI领域的布局,认为端侧产品的落地可能带来新的产品周期,并维持对TCL电子的"买入"评级。

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