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TCL Smart Home (002668.SZ): In 2024, the company's revenue from exports to the USA accounts for less than 5%, and the main export products are small capacity direct cooling Refrigerators, which have a low profit margin.
On April 9th, Longguo Hui reported that TCL Smart Home (002668.SZ) stated on the investor interaction platform that the company's export market is primarily focused on Europe, followed by Asia-Pacific, Middle East and Africa, and Latin America. In 2024, the revenue share from exports to the USA is less than 5%, and the main exported products are small capacity direct cooling Refrigerators, which have lower profit margins. Therefore, the impact of the USA's increased tariffs on the company is limited. Currently, the company's main business remains stable and the operating status is good. The company will continue to monitor relevant policy developments and adjust its operation strategy in a timely manner according to market conditions, striving to minimize the potential impact of external factors on the company's Business. At the same time, the company is actively
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
TCL Smart Home Appliances Grows 2024 Profit by 30%, Revenue Rises 21%
TCL Smart Home (002668): TCL Hefei's net margin continues to improve, and overseas private label significantly increases.
Event: The company released its annual report for 2024. The company achieved total operating income of 18.361 billion yuan in 2024, a year-on-year increase of 20.96%; it achieved net income attributable to the parent company of 1.019 billion yuan, a year-on-year increase of 29.58%. Among them,
TCL Smart Home (002668) 2024 annual report review: Q4 performance exceeded expectations, TCL's washing and refrigeration profitability starts to improve.
Report Introduction: The company's performance in Q4 2024 exceeded expectations, the subsidiary of Aoma Refrigerator is profitable and stable, and the overseas self-branded TCL washing machines are growing rapidly. Bullish on the subsequent profit improvement of TCL washing machines bringing performance increments. Investment Highlights: Upgrading profit forecasts.
TCL Smart Home (002668): Exports continue to perform well, and Operation efficiency drives profit improvement.
The company announced its 2024 annual report: The revenue for 2024 is 18.361 billion yuan, a year-on-year increase of +20.96%; the net income attributable to shareholders is 1.019 billion yuan, a year-on-year increase of +29.58%. Corresponding Q4 revenue is 44.