智通财经APP获悉，TCL电子(01070)涨超6%，高见10.32港元创新高。截至发稿，涨6.51%，报10.3港元，成交额1.02亿港元。
消息面上，TCL电子近日公布一季度全球TV出货量数据，公司一季度全球TV出货量达651万台，同比增长11.4%；受益于公司TV业务中高端产品占比提升，带动公司TV销售额同比增长22.3%。其中，中高端产品TCL量子点TV全球出货量同比增长74.9%至133万台，TCL Mini LED TV全球出货量约55万台，同比增幅更高达232.9%。
中金指出，2024年以来，TCL电子彩电全球竞争持续提升，内部经营提效，盈利能力不断改善。2025年4月，公司推出新一轮股权激励，扩大激励覆盖范围并上修了业绩考核目标，在全球贸易环境波动中重塑长期增长信心。中金认为公司正处于经营改善拐点，中长期有望实现规模、盈利双重突破。
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