智通财经APP获悉，TCL电子(01070)午后涨超4%，截至发稿，涨3.91%，报10.64港元，成交额4560.25万港元。
消息面上，TCL电子此前披露2025 年一季度全球出货情况，2025 年一季度TCL电视全球出货量达651 万台，同比增长11.4%，销售收入同比增长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。
中信建投则指出，TCL电子股权激励目标超预期，完全解锁的目标为25年业绩增速45%。国内市场结构改善显著；北美市场主动降低沃尔玛渠道占比，提升高端渠道占比；公司净利率低，改善弹性大。
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