智通财经APP获悉，TCL电子(01070)再涨超5%，截至发稿，涨4.95%，报10.38港元，成交额1.11亿港元。
消息面上，TCL电子近日发盈喜，预期2025年上半年的经调整归母净利润约在9.5亿港元至10.8亿港元之间，与2024年同期相比，将录得约45%至65%的增长。此外，TCL电子公布，2025年上半年公司全球TV出货量达1346万台，同比增长7.6%，出货量排名稳居全球前二。其中，Mini LED TV全球出货量同比大幅增长176.1%，出货量位居全球首位。
长江证券表示，黑电行业结构性机会不断涌现，公司在大屏和高端市场具有较强竞争优势。展望后续公司经营表现，公司有望持续拓展全球黑电市场份额，提升高端产品结构占比，并优化自身经营效率，实现盈利高增长。华泰证券指出，继续看好公司在25H2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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