China Securities Co.,Ltd.: The black electronics industry is experiencing an upward resonance, and a win-win situation is expected.
It is highly likely to create a win-win-win situation where "upstream panel average prices rise and profit margins increase, downstream manufacturers improve their structure and profitability, and consumers obtain cheaper products."
Will AI smart glasses or focal point TCL ELECTRONICS double their increase this year?
① What are the market expectations for the smart glasses market in 2025? ② The smart glasses market is receiving a lot of attention, what are the deeper driving factors behind it?
Hong Kong stocks movement | TCL ELECTRONICS (01070) rises over 5% as AI glasses Global sales are expected to explode. The company's Thunder brand Asia Vets glasses Business is expanding rapidly.
TCL ELECTRONICS (01070) rose more than 5%, as of the time of writing, it is up 5.5%, priced at 6.91 Hong Kong dollars, with a transaction volume of 32.3233 million Hong Kong dollars.
Investors Appear Satisfied With TCL Electronics Holdings Limited's (HKG:1070) Prospects
TCL Brings Next-gen Google TVs With Gemini Model to CES 2025
Сияние На Выставке CES 2025: Компания TCL Завоевала Множество Наград За Инновации В Области Дисплеев И Решения Для Умного Дома
Hong Kong stock afternoon review | Hang Seng Index rose 0.83% in the morning, Home Appliances stocks rose broadly in the morning.
The Ministry of Commerce has released a notice regarding the replacement of old home appliances, with the potential for Consumer demand to continue to be released.
Hong Kong stocks are experiencing fluctuations | Home Appliances stocks rose broadly in the morning as the Ministry of Commerce issued relevant notices for the old-for-new home appliances policy, and the Consumer potential is expected to continue to be re
Home Appliances stocks rose across the board in the morning session. As of the time of reporting, TCL ELECTRONICS (01070) increased by 6.88%, priced at 6.21 HKD; HISENSE HA (00921) rose by 3%, priced at 27.5 HKD; HAIER SMARTHOME (06690) increased by 1.42%, priced at 25 HKD.
[Hong Kong Stock Connect] TCL ELECTRONICS (01070) rose 5.68%. Institutions indicate that its domestic product strength is leading and overseas market share continues to increase.
Jinwu Financial News | TCL ELECTRONICS (01070) saw a fluctuating rise in stock price during the morning session, with a peak increase of over 7%. As of the time of writing, the stock is up 5.68%, priced at HKD 6.14, with a trading volume of 25.1359 million HKD. The Pacific Securities indicated that the company's Thunderbird V3 is similar to Meta's AI glasses Ray-Ban in camera and Hardware and AI large model experiences, but Ray-Ban's pricing is between 299-379 USD. In contrast, the price of Thunderbird V3 is 1799 yuan, making it potentially more cost-effective overall. At the same time, the company plans to launch in Q2 2025.
Hong Kong stock Concept tracking | The old-for-new home appliances policy continues, and retail for home appliances is expected to see both volume and price rise in 2025 (including Concept stocks).
HAITONG INT'L believes that retail sales in the home appliance sector are expected to experience both volume and price increases in 2025. The leading companies' domestic sales income is likely to achieve steady growth, with the average selling price of home appliances significantly increasing due to the trade-in program, and profit margins for home appliance companies are anticipated to improve.
Společnost TCL Zazářila Na Veletrhu CES 2025 a Získala Několik Ocenění Za Inovace V Oblasti Displejů a Chytrých Řešení Pro Domácnost
TCL Brilla En CES 2025 Y Recibe Múltiples Premios Por Sus Innovaciones
TCL, Gwiazda Targów CES 2025, Zgarnia Liczne Nagrody Za Innowacje W Zakresie Wyświetlaczy I Rozwiązania Dla Inteligentnego Domu
Zhizhong Hong Kong stock market early insights | Domestic mobile phones experience strong growth, compressing Apple's and Samsung's Global market share.
On January 14, the International Data Corporation (IDC) released the Global Quarterly Smartphone Tracker report, which showed that the global Smart Phone shipment volume in the fourth quarter of 2024 increased by 2.4% year-on-year, reaching 0.3317 billion units, marking the sixth consecutive quarter of growth.
TCL Electronics Announces Change in Share Registrar
TCL Showcases Innovative Display Technology and Brand Initiatives at CES 2025
Home Appliances stocks generally declined, with HAIER SMARTHOME (06690) dropping by 5.5%. Morgan Stanley lowered its growth forecast for the Home Appliances industry for this year and downgraded the ratings of several Chinese home appliance companies.
Jinwu Finance News | Home Appliances stocks fell broadly, HAIER SMARTHOME (06690) dropped by 5.5%, SKYWORTH GROUP (00751) fell by 2.53%, HISENSE HA (00921) decreased by 2.45%, and TCL ELECTRONICS (01070) dropped by 1.03%. JPMorgan stated that China's extension and expansion of the old-for-new appliance replacement policy is a positive policy action, but Home Appliances stocks outperformed the market by 25% last year and the PE has risen to a projected PE of 11.1 times after re-evaluation. Attention to market expectations may be overly optimistic. The bank has lowered its growth forecast for China's Home Appliances industry this year to 5%, below the market expectation of 9% to 12%, meaning
TCL Electronics Details Connected Transaction in Equipment Disposal
[Brokerage Focus] Zheshang maintains a "Buy" rating on TCL ELECTRONICS (01070), indicating that its alpha is driven by a comprehensive effort both domestically and overseas.
Jinwu Financial News | Zheshang Securities stated that the beta of the black electronics Industry comes from the improvement of the cost-side panel cycle and the national subsidies to drive the Industry. The bank indicated that TCL ELECTRONICS (01070) has its own alpha from fully leveraging domestic and overseas markets, leading domestic product capability, breakthroughs in overseas channels, and continuously increasing market share. The market believes that the competitive landscape of the black electronics Industry is poor, with significant profit volatility and low investment value. However, the bank believes that the black electronics Industry has seen improvements in valuation and competitive landscape, and that the company has found a way to break into overseas markets. The improvement in valuation comes from the favorable impact of the slowing panel cycle on the profit stability of black electronics companies; meanwhile, domestically, the old appliances upgrade benefits.
[Brokerage Focus] The Pacific Securities maintains a "Buy" rating on TCL ELECTRONICS (01070), expecting the subsidiary Thunderbird AI glasses to boost the company's performance.
Kingwoo Financial News | The Pacific Securities released a Research Report stating that on January 7, 2025, TCL ELECTRONICS (01070) will launch its new AI camera glasses under the Thunderbird brand, the Thunderbird V3, priced at 1,799 yuan, and is expected to officially launch on January 10. The firm believes that the Thunderbird V3's experience with cameras and other Hardware is similar to Meta's AI glasses Ray-Ban, but the pricing for Ray-Ban is between 299-379 dollars. In comparison, the price of the Thunderbird V3 at 1,799 yuan may offer a better cost-performance advantage. Meanwhile, the company plans to...