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,TCL科技25H1業績出色,面板業績表現亮眼。根據Omdia 預測,2025 年大尺寸面板出貨量增速將放緩,2025Q2 中小尺寸面板出貨量將同比下降6%。在行業景氣度環比下行背景下,公司半導體顯示業務預計上半年實現淨利潤超46億元,同比增長超70%,表現亮眼。公司半導體顯示業務受益於行業供需格局改善,且產能結構和產品結構持續優化,業績有望持續提升。TCL中環面對行業壓力堅持降本控費,作爲行業龍頭,若行業回暖有望率先改善。持續看好公司未來業績增速,維持“買入”評級。
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