HK Stock Market Move | TCL ELECTRONICS (01070) up over 6%, TV sales volume and revenue both increased in the first three quarters, institutions optimistic about its continuous increase in global high-end market share.

TCL ELECTRONICS (01070) rose more than 6%, rising 6.6% as of the time of publication, to HK$10.34 with a trading volume of HK$109 million. On the news front, in the third quarter of 2025, TCL TV's global shipments reached 7.61 million units, driving the cumulative shipment volume for the first three quarters to 21.08 million units, an increase of 5.3% year-on-year. In the first three quarters of this year, the global shipment volume of TCL Mini LED TV increased significantly by 153.3% year-on-year to 2.24 million units. The optimization of product structure has driven the company's TCL TV sales growth rate to outperform the shipment volume performance, increasing by 8.7% year-on-year in the first three quarters. It is worth mentioning that in September of this year, TCL launched the world's first product, TCL QM9K, with Google AI assistant Gemini built-in for the international market. This product is equipped with a self-developed AI picture quality chip, which deeply optimizes picture details, color performance, and dynamic effects, while also providing proactive AI services to act as a smart home controller, supporting schedule display, news summary, and device linkage. Pacific Securities previously pointed out that as a global leader in the TV industry, TCL ELECTRONICS continues to increase its market share in smart screens and the proportion of mid-to-high-end large-screen products. Its Internet business profitability is stable, with rapid development in innovative businesses such as photovoltaic and all-category marketing, and continuous improvement in brand strength. The company is actively deploying in AI hardware such as smart glasses and accompanying Siasun Robot & Automation, which is expected to empower its business for long-term development. CMSC also expressed optimism in the company's continuous increase in global market share in the high-end market and its advantage in global supply chain layout, as well as the expansion of innovative businesses and optimization of cost efficiency in the long term.