盈喜預吿 | TCL電子(01070.HK)預期2025年上半年經調整歸母淨利潤同比增幅約為45%至65%
7月22日，TCL電子控股有限公司("TCL電子"或"公司"，01070.HK)發佈業績盈喜預吿。根據公司對2025年上半年未經審核管理賬目的初步審閲及董事會目前可得資料，預期公司2025年上半年的經調整歸母淨利潤[1]約在9.5億至10.8億港元之間，與2024年同期相比，將錄得約45%至65%的增長。
經調整歸母淨利潤預期大幅增長的原因，主要有以下兩個方面：
1)TCL電子秉持"品牌引領價值，全球效率經營，科技驅動，活力至上"的戰略方針，堅持"全球化"和"中高端化"發展，持續加大對Mini LED等高端顯示技術及人工智能方面的研發投入，以進一步提升公司產品競爭力並推動全球中高端化戰略落地；同時，公司堅持強化自身在全球供應鏈及渠道的領先佈局優勢，增強全球經營風險的敏捷應對能力；此外，公司持續提升全球品牌價值，2025年初TCL成為奧林匹克全球合作伙伴，全球品牌潛力進一步被激發。在複雜多變的市場環境之下，2025年上半年公司的核心業務規模實現更有質量的增長、產品及渠道結構顯著改善，創新業務規模保持高增態勢；
2)公司持續打造極致成本，鍛造效率優勢。2025年上半年，公司有效推進數字化轉型、提升自動化智能化、採用大宗管理和優化產能，增強公司生產製造及物流倉儲等經營效率。2025年上半年公司整體費用率進一步降低、費用結構更加優化。同時，公司完善全球人才培養管理體系，提升人才厚度並激發活力，並通過股權激勵方案牽引公司業績提升。
展望未來，公司將繼續以提升產品競爭力為核心，全面強化全球產品規劃能力，加大在高端顯示、人工智能等前沿技術領域的研發投入；同時，公司將深化全球多中心運作模式，持續推進本土化戰略，構建以消費者和客户為中心的智慧生態供應鏈，全面強化全球化經營能力，致力成為全球化經營的領先智能終端企業。
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