港股市场TCL电子(1070.HK)盘中拉升大涨近8%,报16.89港元,截至目前成交额放大至1.1亿港元。
消息面上,公司上周五盘后公布业绩显示,2026年上半年集团收入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%。
TCL电子上半年业绩增长,主要受益于电视业务的中高端化和全球化突破。从收入结构看,大尺寸显示(彩电)业务收入352.5亿港元,在总收入中占比提升至55.3%,其中国际市场收入为254.4亿港元、在总收入中占比提升至39.9%。同时,TCL上半年的中小尺寸显示、商业显示、互联网业务、创新业务收入也有增长。TCL电子上半年毛利率同比上升1.8个百分点至17.1%,受益于电视产品结构改善及成本控制。
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