TCL ELECTRONICS(01070)

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TCL电子(01070) - 2023 - 中期财报
2023-09-27 08:30
Financial Performance - Revenue for the first half of 2023 reached HKD 34,916 million, representing a year-on-year increase of 3.7% compared to HKD 33,679 million in the same period of 2022[5]. - Net profit attributable to shareholders rose by 5.7% to HKD 264 million, compared to HKD 250 million in the previous year[5][9]. - The company reported a post-tax profit of HKD 316 million, reflecting a 7.8% increase from HKD 293 million year-on-year[5][9]. - The company reported a total revenue of HKD 34,916,442,000 for the six months ended June 30, 2023, an increase from HKD 33,679,256,000 in the same period of 2022[62]. - The profit attributable to equity holders of the parent company increased to HKD 263.7 million, compared to HKD 249.5 million in the previous year, reflecting a growth of approximately 5.5%[64]. - Basic earnings per share for the period was HKD 10.92, up from HKD 10.37 in the prior year, indicating a year-over-year increase of about 5.3%[64]. Profitability and Margins - Gross profit increased by 12.4% to HKD 6,500 million, with an overall gross margin improvement of 1.4 percentage points to 18.6%[5][8]. - The gross margin for the display business improved to 18.8%, up 2.1 percentage points year-on-year, due to a focus on high-end strategies and international operations[37]. - The gross margin for the internet business reached 54.1%, an increase of 1.9 percentage points year-on-year, reflecting a focus on high-margin vertical and innovative businesses[38]. - The gross margin for TCL's smart screens in China remained stable at 22.2%, with a 3.2 percentage point increase in the second quarter compared to the first quarter[14]. Market and Product Performance - In the first half of 2023, TCL's global shipment of smart screens increased by 12.9% year-on-year to 11.46 million units, with a market share rise of 1.3 percentage points to 12.4%[10]. - The innovative business revenue surged by 65.2% year-on-year to HKD 8.688 billion, with the photovoltaic business contributing HKD 1.685 billion, a staggering increase of 878.5%[10]. - The company is actively promoting innovative businesses such as distributed photovoltaic and AR/XR smart glasses, aiming to enhance operational quality[7][9]. - TCL's smart screen retail market share in China increased by 4.2 percentage points to 17.5% in H1 2023, ranking second in the market[15]. - The company launched several new products, including the TCL Q10H flagship Mini LED smart screen, which features advanced specifications for enhanced viewing experiences[13]. Expenses and Investments - Sales and distribution expenses increased by 13.0% from HKD 3.233 billion in the first half of 2022 to HKD 3.653 billion in the first half of 2023, driven by strategic investments in overseas channel development and brand marketing[40]. - R&D expenses increased by 2.3% from HKD 1.070 billion in the first half of 2022 to HKD 1.095 billion in the first half of 2023, due to increased investment in high-end display and smart interactive applications[42]. - The company is investing $50 million in R&D for new technologies aimed at enhancing user experience[180]. Cash Flow and Financial Position - Operating cash inflow for the six months ended June 30, 2023, was HKD 931,258,000, compared to HKD 535,669,000 for the same period in 2022, representing an increase of 73.8%[71]. - Cash outflow from investing activities was HKD 2,883,959,000 in 2023, a decrease of 43.4% from HKD 5,094,496,000 in 2022[72]. - The company's cash and cash equivalents decreased to HKD 6.69 billion from HKD 9.39 billion, a decline of about 28.5%[65]. - The group had bank loans of approximately HKD 5,440,512,000 as of June 30, 2023, with fixed interest rates ranging from 2.40% to 6.77%[54]. Strategic Outlook - The company aims to enhance brand and product competitiveness to capture more market share in the mid-to-high-end segment[27]. - The management provided a cautious outlook for the remainder of 2023, anticipating continued challenges in the global market environment[67]. - The company plans to enhance its market expansion strategies and invest in new product development to drive future growth[67]. - The company is considering strategic acquisitions to enhance its product portfolio, with a budget of $100 million allocated for this purpose[180]. Shareholder Information - As of June 30, 2023, the company had a total of 2,507,568,733 shares issued[150]. - TCL Holdings owns 54.83% of the company's issued shares, totaling 1,374,856,288 shares[152]. - Major shareholders such as Wang Jingbo and Zeng Qiang each hold 348,850,000 shares, representing 13.91% of the issued shares[152]. - The company has not declared any dividends for the six months ended June 30, 2023, consistent with the previous year[99]. Risk Management and Compliance - The company has established and will continue to optimize risk management and internal control systems, ensuring compliance with corporate governance codes[176]. - The audit committee reviewed the interim report and the unaudited condensed consolidated financial statements for the six months ended June 30, 2023[177]. - The company confirmed compliance with the non-competition agreements during the period from January 1, 2023, to June 30, 2023[179].
TCL电子(01070) - 2023 Q2 - 业绩电话会
2023-08-25 09:00
[0 -> 28] 各位投资者和媒体朋友们大家下午好欢迎各位观看TCL电子控股有限公司2023年中期业绩发布会在业绩汇报开始之前请允许我为大家介绍出席今天会议的管理层代表他们分别是执行董事兼首席财务官胡电签先生雷鸟科技总经理李鸿伟先生TCL光伏科技总经理何燕彪女士 [29 -> 45] 歡迎各位管理層的出席今天的發布會主要分為三個部分首先是公司管理層為大家介紹2023年中期業績第二部分將為大家介紹公司各板塊業務及相應的戰略規劃第三部分是問答環節 [45 -> 71] 请正在收看直播的观众朋友们注意在发布会期间您可以随时在电脑和手机直播聊天框中输入您的提问也请您写下您的姓名与所属机构名称稍后我们将在问答环节对您的问题进行解答下面业绩汇报正式开始现在有请执行董事兼首席财务官胡殿谦先生为大家介绍TCL电子2023年中期业绩情况和业务亮点有请胡总 [71 -> 98] 好 感谢我们的主持人各位投资者分析师以及财经媒体各位朋友大家下午好首先非常感谢大家参加TCL电子2023年的中期业绩的线上发布会下面的话将由我来跟各位做一个汇报我们23年的中期业绩的表现刚刚主持人已经介绍了 [98 -> 127] 我們今天的大致上的分 ...
TCL电子(01070) - 2023 - 中期业绩
2023-08-25 08:30
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示概不就本公告全部或任何部 份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 TCL ELECTRONICS HOLDINGS LIMITED TCL 電子控股有限公 司 (股份代號:01070) (於開曼群島註冊成立之有限公司) 業績公告 截至2023年6月30日止六個月 TCL電子控股有限公司(「本公司」)董事(「董事」)會(「董事會」)欣然公告本公司及 其附屬公司(合稱「本集團」)截至2023年6月30日止六個月之未經審核綜合業績及 財務狀況,連同2022年同期之比較數字。 | --- | --- | --- | --- | |--------------------------------------|--------------|--------------|-------| | | | | | | 財務摘要 | 截至 6 月 30 | 日止六個月 | | | | 2023 年 | 2022 年 | 變動 | | | (未經審核) | (未經審核) | | | | 百萬港元 ...
TCL电子(01070) - 2022 - 年度财报
2023-04-27 22:01
TCL TCL 電子控股有限公司 (於開曼群島註冊成立之有限公司) 股份代號: 01070 INSPIRE GREATNESS 年 報 2022 per langual program and the production of the suppor -- 目錄 公司簡介 2022年度大事回顧 公司資料 3 4 8 財務摘要 主席報告 管理層討論及分析 董事會董事及高級管理層 9 10 16 36 48 84 企業管治報告 人力資源及社會責任 90 122 董事會報告 獨立核數師報告 綜合損益及其他全面收益表 綜合財務狀況表 綜合權益變動表 綜合現金流量表 財務報表附註 五年財務資料概要 詞彙 128 131 133 135 138 300 301 TCL電子為全球領先的消費電子企業,總部設於中國, 業務範圍涵蓋顯示、創新以及互聯網業務。 TCL電子以「品牌引領價值,相對成本優勢」為發展戰略,以科技化為基礎, 積極變革創新,聚焦突破全球中高端市場,努力夯實「智能物聯生態」 全品類佈局,致力為用戶提供全場景智慧健康生活, 打造全球領先的智能科技公司。 004 TCL 電子控股有限公司 I 年報 2022 在國際 ...