港股异动 | TCL电子逆市涨超4%,净利同比大增1.36倍,今年已累涨近50%

老虎资讯综合
25 Mar

本周二(3月25日)港股盘初, TCL电子 续涨超4%,截至发稿报9.31港元,涨幅4.61%。该股昨日大涨超13%,今年以来累计涨幅接近50%。

消息面上,TCL电子上周五公布了2024年业绩,收入993.22亿港元,同比增长25.7%;毛利155.54亿港元,同比增长13.8%;归属于母公司拥有者净利润为17.59亿港元,同比增长136.6%;

经调整归母净利润为16.06亿港元,同比增长100.1%;建议每股末期股息31.80港仙,派息率达经调整归母净利润的50%。

期内,公司 TV出货量同比增长14.8%至2900万台,市占率同比提升1.4个百分点至13.9%,位列全球品牌TV前二。

值得一提的是,雷鸟创新预计第二季度推出智能眼镜新品X3Pro。

华泰证券指出,受益于以旧换新政策红利及显示产业一体化布局,叠加海外综合优势,公司在中高端电视市场份额持续提升。且电视提价顺畅,看好公司继续兑现盈利改善逻辑。

同时公司更早布局AI+,在AI眼镜领域已有建树,端侧产品的落地或将带来新产品周期。维持“买入”评级。

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