港股異動|去年淨利同比翻倍 TCL電子大升約15% 股價創近20年新高!
TCL電子(1070.HK)午後繼續走強,現升14.8%報9港元,股價創2005年4月中旬以來近20年新高;暫成交3.6億港元,市值約227億港元。該股去年累升超1.6倍,今年以來延續升勢,年內又進一步累升超40%,遠遠跑贏同期大盤表現。消息面上,TCL電子上週五(21日)晚間公佈2024年度業績,期內公司中高端及全球化戰略成效突顯,盈利能力顯著增強。2024年實現收入993.2億港元,同比增長25.7%;除税後利潤為18.5億港元,同比增長123.6%;經調整歸母淨利潤為16.1億港元,同比增長100.1%。董事會建議派發末期股息每股現金31.80港仙,派息率達經調整歸母淨利潤的50%,延續高派息政策回饋股東。此外,2024年TCL TV全球出貨量達2900萬台,再創歷史新高,同比增長14.8%,增速遠高於行業平均水平。據Omdia報吿,TCL TV全球出貨量市佔率自2015年的5.6%連年持續增長,至2024年達到13.9%,穩居全球品牌TV前二。同時,"以舊換新"政策進一步推動市場需求釋放,2024年TCL TV國內市場出貨量同比逆勢增長5.8%、出貨均價同比提升12.4%,帶動收入同比增長18.9%至190.5億港元。其中,TCL Mini LED TV國內銷量超預期增長,出貨量同比增幅高達264.7%,在國內零售量排名第一。(格隆匯)

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