智通财经APP获悉，TCL电子(01070)再涨超3%，截至发稿，涨2.21%，报10.18港元，成交额4384.77万港元。
消息面上，据市场消息报道，国补持续显效，家电及3C数码市场以旧换新热度攀升。“五一”期间，于广东、广西、安徽等地的线下家电门店客流大幅增加。值得关注的是，“国补”力度空前，今年一季度，多地加力扩围实施消费品以旧换新政策，对相关品类拉动效应较为明显。商务部数据显示，截至4月27日，消费品以旧换新政策的实施合计拉动消费超7200亿元。目前已有超过1.2亿人次享受到了真金白银的补贴优惠。
近日，TCL电子发布2025年第一季度全球电视销售数据。数据显示，2025年Q1 TCL电子全球电视出货量达651万台，同比增长11.4%，销售额同比劲增22.3%，实现量价齐升，延续了其“中高端+大屏化”战略的强劲动能。华泰证券表示，看好公司在25年保持海外积极进取态势，中高端占比提升或继续推动盈利能力改善。
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