Group 1 - TCL Electronics' stock rose over 4%, currently trading at HKD 11.59 with a transaction volume of HKD 38.43 million [1] - The company issued a profit warning, expecting adjusted net profit attributable to shareholders for the fiscal year 2025 to be between HKD 2.33 billion and HKD 2.57 billion, representing a growth of approximately 45% to 60% compared to the same period in 2024 [1] - The growth is attributed to quality improvements in global business operations, enhanced overall profitability, and advancements in AI digital capabilities leading to increased operational efficiency and reduced expense ratios [1] Group 2 - Citi's report indicates that TCL's performance exceeds the highest target of the company's 2025 incentive plan and is above their expectations [1] - TCL's sales and profit margins in the U.S. are reported to be stronger, with a substantial revenue base from high-margin internet business and improved operational efficiency [1] - Galaxy Securities noted that the lower limit of the earnings forecast aligns with the upper limit of the 2025 equity incentive target, alleviating market concerns regarding the impact of national subsidy reductions [1] Group 3 - The company emphasizes shareholder returns, maintaining a cash dividend payout ratio of 50% for both 2023 and 2024, with expectations for high return levels to continue [1]
港股异动 | TCL电子(01070)再涨超4% 业绩预告下限符合2025年股权激励目标上限