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TCL智家获太平洋买入评级,2024Q2业绩超预期,海外冰冷贡献主动力

JRJ Finance ·  Aug 9 08:26  · Ratings

8月9日,TCL智家获太平洋买入评级,近一个月TCL智家获得2份研报关注。

研报预计,2024-2026年公司归母净利润为8.89/10.10/11.88亿元。研报认为,公司作为冰冷龙头享受行业增长红利,合肥家电有望充分发挥协同,外销借黑电优势带动TCL自主品牌白电出海,内销“以旧换新”政策落地或提供利好;未来期待空调业务注入与少数股权回购进一步增厚业绩。

风险提示:原材料价格波动风险、汇率波动风险、少数股权回购风险等、宏观经济因素波动风险等。

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