金吾财讯 | TCL电子（01070）早盘股价逆市走高，截至发稿，报16.5港元，涨5.43%，成交额7346.61万港元。公司发布中期业绩，实现收入637.63亿港元，同比增长16.4%；归母净利润15.29亿港元，同比增长40.2%；经调整归母净利润16.35亿港元，同比增长54.3%。整体毛利率同比提升1.8pct至17.1%。华泰证券认为，本期业绩最重要的变化仍是利润增速持续快于收入，其背后并非单一销量增长，而是全球TV份额提升、MiniLED及大屏产品占比提升、海外ASP改善以及互联网业务盈利能力增强共同驱动。公司“全球化+中高端化”战略进入持续兑现阶段，维持“买入”评级。
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