研報掘金丨西部證券:維持TCL科技“買入”評級,持續看好公司未來業績增速
西部證券研報指出,2024年受光伏業務拖累,TCL科技(000100.SZ)收入利潤有所下滑。隨着光伏行業2024年深度調整,供需格局開始優化,價格逐步回升。TCL中環積極踐行行業自律,主要業務板塊經營情況大幅改善。看好公司年內利潤持續釋放。半導體顯示業務方面,目前公司已完成LGD廣州產線的收購,並於Q2開始並表,預計將對顯示業務全年業績帶來正向貢獻。公司半導體顯示業務受益於行業供需格局改善,有望持續提升;同時,隨着硅片價格觸底反彈,TCL中環作爲行業龍頭有望率先復甦,光伏硅片業務或將步出低谷。持續看好公司未來業績增速,維持“買入”評級。
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