港股异动 | TCL电子(01070)涨超6% 前三季度TV实现量额齐升 机构看好其全球高端市场份额持续提升

智通财经
Nov 27, 2025

智通财经APP获悉,TCL电子(01070)涨超6%,截至发稿,涨6.6%,报10.34港元,成交额1.09亿港元。

消息面上,2025年第三季度,TCL TV全球出货量达761万台,推动前三季度累计出货量达2108万台,同比增长5.3%。今年前三季度TCL Mini LED TV全球出货量同比大幅增长153.3%至224万台。产品结构优化带动公司前三季度TCL TV销售额增速跑赢出货量表现,同比增长8.7%。值得一提的是,今年9月,TCL在国际市场发布全球首款内置Google AI助手Gemini的新品TCL QM9K。该款产品搭载自研AI画质芯片,深度优化画面细节、色彩表现和动态效果,同时还提供主动式AI服务,化身家庭智能中控,支持日程展示、新闻汇总和设备联动。

太平洋证券此前指出,TCL电子作为全球TV行业龙头,智屏份额、中高端大屏产品占比持续提升,互联网业务盈利能力稳健,光伏、全品类营销等创新业务高速发展,品牌力不断提升;积极布局智能眼镜、陪伴机器人等AI硬件,有望赋能业务中长期发展。招商证券也表示,中长期看好公司全球高端市场份额持续提升及全球供应链布局优势,以及创新业务扩张和费用效率优化。

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