港股異動丨量價齊升獲多家機構看好 TCL電子續漲超6% 股價創逾20年新高!
TCL電子(1070.HK)午後進一步上揚,一度漲6.22%至10.42港元,年內累漲約64%,遠遠跑贏大盤表現(同期恆指累漲約14%)。該股去年累漲超1.6倍,今年繼續強勢上攻,並於4月30日盤中高見10.62港元,股價創2004年12月中旬以來逾20年新高,市值重回260億港元上方。消息面上,TCL電子近日發佈2025年第一季度全球電視銷售數據。期內公司實現全球電視出貨量達651萬臺,同比增長11.4%。高端化、大屏化戰略推進,疊加國家補貼拉動,公司全球TV銷售額同比升22.3%,銷售均價同比升9.8%,產品競爭力持續提升,實現量價齊升。中金公司發報告指,2024年以來,TCL電子彩電全球競爭持續提升,內部經營提效,盈利能力不斷改善。該行認爲公司正處於經營改善拐點,中長期有望實現規模、盈利雙重突破。維持“跑贏行業”評級,由於盈利改善帶動估值中樞上移,上調目標價10%至11港元。華泰證券亦指,2025年換新政策將繼續催化中高端需求,公司產品力突出,可以繼續期待份額提升與量價雙升。考慮到25Q1公司TV出貨積極及較高的考覈目標,該行上調了盈利預測,預期2025-2027年歸母淨利爲22.6/27.1/30.3億港元(上調+11%/+19%/+19%),維持“買入”評級。(格隆匯)

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