金吾财讯 | TCL电子(01070)震荡走强，报14.22元，涨6.12%，成交额5740万元。
消息面上，近日，惠州仲恺高新区管委会与TCL王牌电器(惠州)有限公司签署投资合作框架协议，TCL拟在仲恺高新区实施增资扩产，持续加大技术研发、产能扩建及产业链整合力度。项目达产后，仲恺高新区显示产业年产能规模将超过5000万台，届时将成为全球最大的电视机生产基地。
国联民生证券研报认为，黑电内销端，2026年4-5月LCD TV内销量同比-15%，降幅有所扩大，但龙头618战报高端产品大促销售成绩仍较优，且当季面板价格压力缓解，预计行业盈利能力有望提升。外销端，2026年4-5月LCD TV外销量同比-3%，考虑到生产与物流所需时间，预计世界杯对出口的带动集中在Q2前半段，在此基础上中国彩电龙头针对海外不同市场灵活布局，借体育赛事势能提升份额，团队判断中国彩电龙头有望实现优于行业整体的收入表现。
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