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%
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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