TCL科技(000100.SZ)上半年淨利預增7.5倍 二季度環比一季度增長超80%
7月14日,TCL科技(000100.SZ)發佈半年度業績預吿稱,今年上半年預計實現營業收入730億元-750億元,同比增長149%到156%;淨利潤約為91億元到95億元,同比增長751%到789%。歸屬於上市公司股東的淨利潤約為65億元到69億元,同比增長438%到471%。其中TCL華星大尺寸淨利潤同比增長約14倍。
TCL科技一季度已實現淨利潤32億元,對應的二季度利潤約為59億元到63億元,環比增長84.4%到96.9%;一季度的歸母淨利潤為24億元,二季度的歸屬於上市公司股東的淨利潤約為41億元到45億元,環比增長70.8%到87.5%。其中,TCL華星大尺寸產品二季度實現淨利潤較一季度環比增長約70%,TCL科技業績快速增長勢頭不減。
在中報業績高增的兑現和催化下,TCL科技估值有向上修復的勢能。根據TCL科技各季度財報可知,2020Q3-2021Q2歸屬於上市公司股東淨利潤約為96.8億元-100.8億元,對應的滾動市盈率約為11倍,遠低於7月14日17.979倍的滾動市盈率。
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