中金:上调TCL电子目标价至10港元 维持“跑赢行业”评级

新浪港股
25 Mar
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  中金公司发布研报称,TCL电子(01070)2024年因彩电及创新业务超预期,及整体费用率持续优化,2024年业绩高于该行预期。同时,该行认为,集团彩电盈利能力将持续改善及新业务潜力较大,基于盈利上调及港股估值提升,上调TCL电子目标价20%至10港元,维持“跑赢行业”评级。国内市场方面,受惠于国补政策下彩电行业结构升级趋势明确,集团受益明显;海外市场方面,其海外份额于近几年持续提升。该行预计,集团海外中高端产品占比有望逐步提升。

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