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海外市场出货量高增,中金公司维持TCL电子(01070.HK)“跑赢行业”评级

10yue24ri,zhongjingongsifabuyanbaodianpingtcldianzi,renweiqibawoquanqiudaxingtiyusaishijiyu,sanjiduhaiwaigaosuzengzhangchaoguoshichangyuqi,chanpinjiegouyouhuachixutuijin,gongsijingzhenglijinyibutisheng,yincijiyu“paoyingxingye”pingji。

图片来源: 图虫创意

10yue24ri,zhongjingongsifabuyanbaodianpingtcldianzi(01070.hk),renweiqibawoquanqiudaxingtiyusaishijiyu,sanjiduhaiwaigaosuzengzhangchaoguoshichangyuqi,chanpinjiegouyouhuachixutuijin,gongsijingzhenglijinyibutisheng,yincijiyu“paoyingxingye”pingji。

shujuxianshi,jinnianqiansanjidutcldianshiquanqiuchuhuoliang2001wantai,tongbizengzhang12.9%;disanjiduquanqiuchuhuoliangwei749wantai,tongbizengzhang19.7%,qizhong,haiwaitongbizengzhang24%,guoneitongbizengzhang5%。

zhongjingongsizhichu,zaiaoyunhui/ouzhoubeidengdaxingsaishiladongxia,quanqiucaidianchuhuoliangxianzhugaishan。genjudixianshuju,2024nian6yue/7yue/8yuequanqiucaidianchuhuoliangtongbi+1%/+10%/+19%,8yuequanqiutop5pinpaifenejizhongdutishengzhi53.1%。ertcldianzizaioumeishishijiaojingzhundeyingxiaotoufang,1-3q24ouzhou/beimei/xinxingshichangchuhuoliangfenbietongbi+36%/+8%/+6%。qizhongbeimeishichang3q24chuhuoliangtongbi+28%,niuzhuanshangbanniandexiahuaqushi,wenjumeiguoshichanglingshouliangdierming。tongshi,tcldianzijiandingtuixingdapinghua、gaoduanhuacelve,3q24haiwaishichang75yingcunjiyishangchanpinchuhuoliangtongbi+98%,1-3q24ouzhou/beimei75yingcunjiyishangchanpinchuhuotongbi+127%/+73%。

guoneishichangfangmian,tcldianzideshuangpinpaizhanlveshixiannishizengzhang,tongshizhengcezhutuijiegoushengji。1-3q24 tcldianshiguoneichuhuoliangtongbi+5.3%,qizhongleiniaoshouyixingjiabixiaofeiqushi,chuhuoliangtongbi+46.6%。tongshi,guoneiyijiuhuanxinzhengceladongcaidianshichangjiegoushengjihegaoduanhuajiasu(lishishang,caidiansanjinengxiaochanpinzhanbiguoban)。shujuxianshi,qiansanjidutcldianshizhongguoshichangpingjunchicun61.5yingcun,75yingcunjiyishangchuhuoliangtongbi+14.3%;tcl mini leddianshichuhuoliangtongbi+181%,zhanbidafutisheng。

yanbaoqiangdiao,muqiantcldianziquanqiujingzhenglitisheng,jingyingzhiliangchixugaishan。2017nianyilai,tclchixukaituohaiwaishichang,shengengchanpin、pinpai、qudaodengduogefangmian,zuizhongshixianquanqiufenetop3,youqishigongsimuqianchixugaishanneibujingyingxiaolv、mingquezhanlveguihua。2024nianchu,tcldianzituichuguquanjili,shendubangdingguanlicengliyi。1h24guimujinglirun6.5yigangyuan,tongbi+147%,shouji、guangfu、fenxiaodengyewujunyougaishan,yincizhongjingongsiyujitcldianziweilaiyinglinengliyouwangchixuhuifu。

zongheshangshuyinsu,zhongjingongsishangdiaotcldianzi24/25nianshouruyucege6%zhi937yi/1,052yigangbi,dankaolvmianbanchengbenshangsheng,jibenweichigongsi2024/2025nianyingliyucebubian,weichimubiaojia8.36gangyuanbubian,shangxingkongjian40%。


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海外市场出货量高增,中金公司维持TCL电子(01070.HK)“跑赢行业”评级

10yue24ri,zhongjingongsifabuyanbaodianpingtcldianzi,renweiqibawoquanqiudaxingtiyusaishijiyu,sanjiduhaiwaigaosuzengzhangchaoguoshichangyuqi,chanpinjiegouyouhuachixutuijin,gongsijingzhenglijinyibutisheng,yincijiyu“paoyingxingye”pingji。

图片来源: 图虫创意

10yue24ri,zhongjingongsifabuyanbaodianpingtcldianzi(01070.hk),renweiqibawoquanqiudaxingtiyusaishijiyu,sanjiduhaiwaigaosuzengzhangchaoguoshichangyuqi,chanpinjiegouyouhuachixutuijin,gongsijingzhenglijinyibutisheng,yincijiyu“paoyingxingye”pingji。

shujuxianshi,jinnianqiansanjidutcldianshiquanqiuchuhuoliang2001wantai,tongbizengzhang12.9%;disanjiduquanqiuchuhuoliangwei749wantai,tongbizengzhang19.7%,qizhong,haiwaitongbizengzhang24%,guoneitongbizengzhang5%。

zhongjingongsizhichu,zaiaoyunhui/ouzhoubeidengdaxingsaishiladongxia,quanqiucaidianchuhuoliangxianzhugaishan。genjudixianshuju,2024nian6yue/7yue/8yuequanqiucaidianchuhuoliangtongbi+1%/+10%/+19%,8yuequanqiutop5pinpaifenejizhongdutishengzhi53.1%。ertcldianzizaioumeishishijiaojingzhundeyingxiaotoufang,1-3q24ouzhou/beimei/xinxingshichangchuhuoliangfenbietongbi+36%/+8%/+6%。qizhongbeimeishichang3q24chuhuoliangtongbi+28%,niuzhuanshangbanniandexiahuaqushi,wenjumeiguoshichanglingshouliangdierming。tongshi,tcldianzijiandingtuixingdapinghua、gaoduanhuacelve,3q24haiwaishichang75yingcunjiyishangchanpinchuhuoliangtongbi+98%,1-3q24ouzhou/beimei75yingcunjiyishangchanpinchuhuotongbi+127%/+73%。

guoneishichangfangmian,tcldianzideshuangpinpaizhanlveshixiannishizengzhang,tongshizhengcezhutuijiegoushengji。1-3q24 tcldianshiguoneichuhuoliangtongbi+5.3%,qizhongleiniaoshouyixingjiabixiaofeiqushi,chuhuoliangtongbi+46.6%。tongshi,guoneiyijiuhuanxinzhengceladongcaidianshichangjiegoushengjihegaoduanhuajiasu(lishishang,caidiansanjinengxiaochanpinzhanbiguoban)。shujuxianshi,qiansanjidutcldianshizhongguoshichangpingjunchicun61.5yingcun,75yingcunjiyishangchuhuoliangtongbi+14.3%;tcl mini ;leddianshichuhuoliangtongbi+181%,zhanbidafutisheng。

yanbaoqiangdiao,muqiantcldianziquanqiujingzhenglitisheng,jingyingzhiliangchixugaishan。2017nianyilai,tclchixukaituohaiwaishichang,shengengchanpin、pinpai、qudaodengduogefangmian,zuizhongshixianquanqiufenetop3,youqishigongsimuqianchixugaishanneibujingyingxiaolv、mingquezhanlveguihua。2024nianchu,tcldianzituichuguquanjili,shendubangdingguanlicengliyi。1h24guimujinglirun6.5yigangyuan,tongbi+147%,shouji、guangfu、fenxiaodengyewujunyougaishan,yincizhongjingongsiyujitcldianziweilaiyinglinengliyouwangchixuhuifu。

zongheshangshuyinsu,zhongjingongsishangdiaotcldianzi24/25nianshouruyucege6%zhi937yi/1,052yigangbi,dankaolvmianbanchengbenshangsheng,jibenweichigongsi2024/2025nianyingliyucebubian,weichimubiaojia8.36gangyuanbubian,shangxingkongjian40%。

未经正式授权严禁转载本文,侵权必究。