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图表6410.5代产线稼动率短期受国补和关税影响较大
图表6410.5代产线稼动率短期受国补和关税影响较大
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TCL电子(1070.HK)-港股公司深度研究报告:全球突破与盈利修复正当时-260215(81页).pdf
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图23、国补退坡0.1元、垃圾处理费上调21元/吨
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行业数据
2026-07-14
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图24、国补退坡0.1元时的项目全生命周期核心
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2026-07-14
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图25、国补退坡0.1元、供热比例20%的项目全
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行业数据
2026-07-14
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国补退坡后,烟灶品类销售下滑(亿元/%)
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行业数据
2026-07-03
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图69、其他假设不变,国补退坡0.1元后处理费上
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行业数据
2026-05-09
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2025年和2026年国补情况对比
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行业数据
2026-04-28
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2024-2026年家电“国补”政策变化
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政策法规
2026-03-20
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26年与25年家电国补范围对
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行业数据
2026-03-13
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图表72025年及2026年国补政策描述差异对比
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政策法规
2026-03-10
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图表5国补资金下达情况及家电补贴资金规模预测(亿元)
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图表18若2027年国补取消,极端情形下更新需求和内销量的增长情况
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行业数据
2026-03-10
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图表32025年国补资金规模
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市场规模
2026-03-10
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图表4国补政策推行以来主要补贴家电品类内销额及增长情况(亿元)
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政策法规
2026-03-10
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图表12若2027年无国补支持,家电更新需求和内销量增长情况
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2026-03-10
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图表62025及2026年家电及电动自行车国补政策细则对比
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政策法规
2026-03-10
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开支行业,但其投资回报率并不理想。与下游的电视品牌相比,面板厂商需要承担高昂得多的资本支出,而这并未转化为更强的盈利能力,这进一步抑制了其新增投资的冲动。
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TCL电子(1070.HK)-港股公司深度研究报告:全球突破与盈利修复正当时-260215(81页).pdf
图表99各大厂商MiniLED电视技术发展路线
图表97TCL大尺寸电视出货份额持续增长
图表95雷鸟与其他互联网品牌线上销量市占率对比
图表93TCL线上均价与其他品牌对比(元)
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