【银河家电】公司深度 | TCL电子:聚焦MiniLED电视高端化,全球品牌力提升

中国银河消费
Jul 30, 2025

【报告导读】1.TCL电子:聚焦电视高端化,全球品牌力提升2.彩电市场需求稳定,产品结构呈升级趋势3. 公司具备彩电产业链优势,品牌定位稳步提升4. 孵化雷鸟AI眼镜,未来发展前景广阔核心观点TCL是全球黑电龙头之一,2024年以来智能电视销售量价齐升。公司在海外市场战略实现重大转型,从过去以性价比为主的份额抢占策略,转向高端化产品布局,重点推大尺寸MiniLED产品线。2024年以来,重要...

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