《大行》里昂升TCL电子(01070.HK)目标价至18元兼上调盈测 评级“跑赢大市”

阿斯达克财经
Aug 31

里昂发表报告指,TCL电子(01070.HK) 上半年收入及经调整净利分别增长16.4%及54.3%。受惠于mini-LED产品占比提升及高端产品表现更强,其大尺寸显示业务于国内及海外分别增长12.5%及29.6%。索尼高端产品及TCL强大的分销网络,将支持进一步高端化及海外更快增长。该行估计索尼将于2027/2028年贡献收入261亿及287亿港元。该行认为收购的TCL空调业务估值具吸引力,而...

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