格隆匯公吿精選(港股)︱TCL電子(01070.HK)盈喜:預期2024年度經調整歸母淨利潤增長約62%至112%
【今日焦點】
TCL電子(01070.HK)盈喜:預期2024年度經調整歸母淨利潤增長約62%至112%
TCL電子(01070.HK)公吿,公司預期2024年度的經調整歸母淨利潤約在13億至17億港元之間,與2023年同期相比,將錄得約62%至112%的增長。
經調整歸母淨利潤預期大幅增長的主要原因為:(i)集團秉持「品牌引領價值,全球效率經營,科技驅動,活力至上」的戰略願景,全球能力建設與組織調整取得顯著效果,通過產品結構調整、營銷零售突破、全球效率運營、打造活力組織,為業績持續增長奠定了堅實基礎。
(ii)集團在全球複雜情況下破浪毅行,實現核心業務全球市佔率及收入規模的持續增長;通過強化全球化、科技化與高端化品牌形象,助力品牌指數不斷提升,渠道零售持續突破;通過加強前沿技術開發,建立產品技術賣點與優勢,實現產品結構的不斷優化。其中,核心顯示業務高端及大屏產品佔比顯著提升,TCL電視業務收入再創歷史新高;創新業務維持高增態勢,其中全品類營銷及光伏業務持續快速提升規模及競爭力,進一步增厚了集團運營業績。
(iii)集團持續打造極致成本,鍛造效率優勢,通過全球本土化工業能力佈局,優化全球物流資源及倉儲網絡;推動費用結構改善,繼續嚴控各項經營管理費用;在實現規模效益的同時,集團在重點領域加大能力建設、持續推進數字化轉型、提質增效措施,運營週轉效率穩步提升,集團2024年度整體費用率有效降低。
【重大事項】
譚仔國際(02217.HK)獲東利多控股溢價約75.56%提私有化 明日復牌
博雅互動(00434.HK)將以418萬枚泰達幣作為對價對MTT ESports進行進一步投資
【財報業績】
金馬能源(06885.HK)盈警:預計年度公司擁有人應占全面收益總額錄得3.5億虧損
金源氫化(02502.HK)盈警:預計年度歸屬公司擁有人應占全面收益總額減少約56%
黑芝麻智能(02533.HK)盈喜:預計年度收入同比增長44%至60%
宏輝集團(00183.HK):預計中期虧損大幅減少
【運營數據】
中國國航(00753.HK)1月旅客週轉量同比上升12.1%
中國東方航空股份(00670.HK)1月旅客週轉量同比上升19.71%
【醫藥創新】
諾誠健華(09969.HK):BCL2抑制劑ICP-248 (MESUTOCLAX)聯合奧布替尼用於一線CLL/SLL患者治療的III期註冊研究在中國獲批
【回購註銷】
馬鞍山鋼鐵股份(00323.HK)2月17日耗資5719.7萬元回購2483.3萬股A股
時代電氣(03898.HK)2月17日耗資5066.5萬港元回購165.08萬股
瑞聲科技(02018.HK)2月17日耗資2768.5萬港元回購60.1萬股
麗珠醫藥(01513.HK):回購公司A股股份比例達到1%
保誠(02378.HK)2月14日耗資188.4萬英鎊回購26萬股
中遠海控(01919.HK)2月17日耗資2056.6萬港元回購163.45萬股
太古股份公司A(00019.HK)2月17日耗資2107萬港元回購32萬股
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