投资要点:电视出货量全球第二,创新业务增加抗周期性:TCL电子业务分为三部分:显示业务,互联网业务,创新业务。显示业务为核心,截至2024Q3,TCL智屏全球出货量市占率达14.3%,排名全球第二,2024年TCL电视全球出货量同比增长14.8%,达2900万台。互联网业务方面,公司继续深化与Roku、Google和Netflix等互联网巨头的合作,TCL Channel累计用户数超过1,200万...
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