【券商聚焦】财通证券维持TCL电子(01070)“买入”评级 指其聚焦智能终端业务 有效驱动营收增长

金吾财讯
01 Aug

金吾财讯 | 财通证券研报指,TCL电子(01070)发布1H2025盈喜预告,预计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,将实现45%至65%的增长。该机构指,自2019年战略重组分拆以来,公司全面聚焦智能终端业务赛道,有效驱动营收强劲增长。另外,全球化纵深布局成效显着。依托TCL实业覆盖160+国家/地区的业务网络及分布于全球的20座制造基地,公司海外收入占比于2024年提升至58.24%。依托于中高端大屏及TCL+雷鸟双品牌战略的持续深化,该机构预计公司2025-2027年收入分别为1152.33/1317.19/1487.64亿港元,归母净利润分别为21.34/25.24/28.62亿港元,对应PE分别为12.31/10.41/9.18,维持“买入”评级。

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