TCL电子(01070.HK)：显示业务经营改善+提质增效带动2024H1业绩高增

开源证券07-17

2024H1 业绩高增，长期看好彩电份额提升及利润率提升，维持“买入”评级公司发布2024H1 业绩预告，预计2024H1 经调整归母净利润同比增长130%~160%，经调整归母净利润6~6.8 亿港元，中小尺寸/北美彩电业务减亏叠加内部提质增效，2024H1 业绩快速增长，我们上调2024~2026 年盈利预测，预计2024-2026 年归母净利润分别为13.63/16.35/19.43 亿港元...

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