研報掘金|中信建投:看好TCL電子未來的增長前景 予其“買入”評級
中信建投發表研究報吿表示,看好TCL電子未來的增長前景。一方面是基於公司在海外市場份額持續提升,未來智屏業務收入有望繼續增長;另一方面,公司產品結構不斷優化,有望推動經營利潤率回升至疫情前水平,智屏業務發展貢獻收入和利潤彈性。
中信建投亦指,TCL電子不斷提升國內外市場份額及擴大智屏業務規模。同時通過優化產品與渠道結構、本土化與降本增效推動盈利水平修復。該行預計,公司2024至2026財年的歸母淨利潤將分別為13.76億元、16.82億元及20.46億元;每股盈利預測為0.55元、0.67元及0.81元。
另外,是次報吿為中信建投首次覆蓋TCL電子,並給予“買入”評級。
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