智通财经APP获悉，TCL电子(01070)午后涨超5%，截至发稿，涨4.65%，报15.3港元，成交额1.47亿港元。
消息面上，TCL电子此前公告，预计上半年收入603亿至657亿港元，同比增长10%至20%；上半年经调整归母净利润14.8亿至16.5亿港元，同比增长40%至56%。太平洋证券认为，2026年下半年公司业绩端有望在产品结构升级的助推下继续高速增长，并且随着与索尼合资公司的成立，未来利润空间或将进一步打开。
值得注意的是，本届世界杯期间，TCL赞助了西班牙、德国、阿根廷三支国家队。国金证券此前指出，三星曾借体育营销完成全球高端品牌跃迁，TCL有望复刻三星成长路径。也有机构指出，对黑电行业而言，体育赛事往往会带来换机需求改善和品牌曝光提升。
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