TCL电子(1070.HK):黑电巨头高歌猛进 业绩超预期

中信建投证券
Mar 23, 2025

核心观点TCL 电子发布2024 年年度业绩公告,全年收入业绩实现高增,收入端增长主要得益于电视国内外量价齐升,以及光伏等创新业务贡献增量;利润端在面临成本上涨、竞争加剧导致毛利率下滑的情况下,仍实现快速增长,主要得益于公司自身降本及提质增效,费用率控制较好,经营业绩保持稳健。我们看好公司的未来增长前景,一方面其在海外市场份额持续提升,未来智屏业务收入有望继续增长;另一方面其产品结构不断优化,有望...

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