国联民生证券：TCL电子(01070)协同索尼布局家庭娱乐领域国产彩电盈利潜力有望释放

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智通财经APP获悉，国联民生证券发布研报称，截至2025Q4，中国TOP2品牌全球TV出货量份额已超越韩国TOP2品牌，且2025年以来中国品牌盈利较好，日韩品牌盈利承压，全球格局已随着中国显示产业链升级而质变。TCL电子(01070)与索尼(SONY.US)拟成立的合资家庭娱乐业务新，公司有望充分释放盈利潜力，且全产业链协同空间广阔，随着全球份额逐步集中至中国彩电龙头手中，看好中国彩电龙头盈利...

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国联民生证券：TCL电子(01070)协同索尼布局家庭娱乐领域 国产彩电盈利潜力有望释放

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国联民生证券：TCL电子(01070)协同索尼布局家庭娱乐领域国产彩电盈利潜力有望释放