Core Viewpoint - TCL Electronics (1070.HK) experienced a significant stock increase of over 10%, reaching a peak of 10.87 HKD, following the announcement of an earnings upgrade, projecting an adjusted net profit attributable to shareholders for 2025 between 2.33 billion to 2.57 billion HKD, representing a growth of approximately 45% to 60% compared to the same period in 2024 [1] Group 1 - The substantial increase in adjusted net profit is primarily attributed to the group's quality growth in global business, with enhanced overall profitability, particularly in the large-size display sector maintaining market leadership and achieving notable results in mid-to-high-end products [1] - The internet business continues to maintain high profitability, while innovative business scales are expanding [1] - The group is strengthening its leading position in global supply chains and channels, enhancing its agility in responding to global operational risks [1] Group 2 - The company is actively improving its AI digital capabilities, leading to increased operational efficiency and a significant reduction in expense ratios [1] - Organizational adjustments are being made to enhance global operations, including the development of a global talent management system [1] - A stock incentive plan is being implemented to boost team morale, further driving the improvement of the group's performance [1]
TCL电子发盈喜，盘中一度大涨超10%