异动解读|TCL电子盘中上涨5.01%,中期业绩审议在即叠加收购空调业务获多家券商看好

行情直击
Aug 05

8月5日,TCL电子盘中上涨5.01%,报16.77港元,成交额1.04亿港元。

消息面上,公司此前公告董事会将于8月28日召开会议审议上半年中期业绩,而此前发布的盈喜预告显示,上半年经调整归母净利润约14.8亿至16.5亿港元,同比增长40%至56%,业绩兑现预期强烈。此外,公司拟以56.1亿港元收购TCL空调业务51%股权的战略举措持续获得机构认可,国信证券维持"优于大市"评级,指收购推动黑白电一体化、协同效应显著;华创证券维持"强推"评级,目标价18.3港元;招商证券维持"强烈推荐"评级,上调业绩预测至26/27年30/40亿港元。多重利好催化下,市场对公司向全球多品类智能家居平台转型的预期持续升温。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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