异动解读｜TCL电子盘中上涨5.13%，空调业务收购进度超预期持续催化

行情直击10:34

7月23日，TCL电子盘中上涨5.13%，报15.99港元，成交额5152.88万港元。

消息面上，公司此前公告拟以56.1亿港元收购TCL空调业务51%股权，近日多家机构指出收购进度超市场预期，空调业务为高增长且盈利资产。标的公司空调总销量超2200万台，外销占比76%，年产能超3800万台。财通证券上修公司经调整归母净利润预测，华创证券调整目标价至18.3港元并维持"强推"评级，招商证券亦维持"强烈推荐"。此外，公司上半年经调整归母净利润预增40%至56%，叠加与索尼合资公司签约落地及惠州扩产项目推进，基本面持续向好。

（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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