异动解读｜TCL电子盘中上涨5.01%，中期业绩审议在即叠加收购空调业务获多家券商看好

行情直击08-05

8月5日，TCL电子盘中上涨5.01%，报16.77港元，成交额1.04亿港元。

消息面上，公司此前公告董事会将于8月28日召开会议审议上半年中期业绩，而此前发布的盈喜预告显示，上半年经调整归母净利润约14.8亿至16.5亿港元，同比增长40%至56%，业绩兑现预期强烈。此外，公司拟以56.1亿港元收购TCL空调业务51%股权的战略举措持续获得机构认可，国信证券维持"优于大市"评级，指收购推动黑白电一体化、协同效应显著；华创证券维持"强推"评级，目标价18.3港元；招商证券维持"强烈推荐"评级，上调业绩预测至26/27年30/40亿港元。多重利好催化下，市场对公司向全球多品类智能家居平台转型的预期持续升温。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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