中金:看好TCL電子(1070.HK)市佔率提升 維持跑贏行業評級
中金公司發表研究報告指,美國“黑色星期五”線上促銷,電視等品類最暢銷,而TCL電子(1070.HK)具有產業鏈一體化優勢,有望持續在全球市場提升佔有率,維持跑贏行業評級,目標價7.58港元。
中金指,家電品牌出海是行業未來3-5年最重要的投資機會,RCEP簽署帶來國際形勢優化,而TCL電子今年前三季度全球品牌電視佔有率排名第三,公司在19個國家電視銷量排名前五,南韓企業退出LCD電視面板產能,中國企業在該行業已經確立領導地位。

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