异动解读|TCL电子盘中上涨5.13%,空调业务收购进度超预期持续催化

行情直击
Jul 23

7月23日,TCL电子盘中上涨5.13%,报15.99港元,成交额5152.88万港元。

消息面上,公司此前公告拟以56.1亿港元收购TCL空调业务51%股权,近日多家机构指出收购进度超市场预期,空调业务为高增长且盈利资产。标的公司空调总销量超2200万台,外销占比76%,年产能超3800万台。财通证券上修公司经调整归母净利润预测,华创证券调整目标价至18.3港元并维持"强推"评级,招商证券亦维持"强烈推荐"。此外,公司上半年经调整归母净利润预增40%至56%,叠加与索尼合资公司签约落地及惠州扩产项目推进,基本面持续向好。

(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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