TCL Smart Home(SZ:002668) Xin Lang Cai Jing·2025-08-01 08:12Core Viewpoint - TCL Smart Home has shown a positive market performance with a 1.87% increase in stock price and a total market capitalization of 11.199 billion yuan as of August 1 [1] Group 1: Business Overview - The company specializes in the research, production, and sales of household appliances, primarily refrigerators, freezers, and washing machines, with revenue contributions of 84.49% from refrigerators and freezers, and 14.71% from washing machines [6] - As of March 31, the company reported a revenue of 4.6 billion yuan for Q1 2025, representing a year-on-year growth of 9.58%, and a net profit of 302 million yuan, up 33.98% year-on-year [6] - The company has a significant overseas revenue share of 73.50%, benefiting from the depreciation of the Chinese yuan [3] Group 2: Market Activity - The stock has seen a net inflow of 6.2869 million yuan today, with a total of 31.9 million yuan in net inflows for the industry, indicating a lack of clear trends in major funds [4][5] - The average trading cost of the stock is 10.76 yuan, with the current price near a support level of 10.15 yuan, suggesting potential volatility if the support level is breached [5] Group 3: Shareholder Information - As of March 31, the number of shareholders decreased by 1.48% to 37,200, while the average number of circulating shares per person increased by 1.50% to 29,145 shares [6] - The company has distributed a total of 224 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [7]