Core Viewpoint - TCL Electronics continues to deepen its "mid-to-high-end" and "globalization" strategies, achieving high-quality growth in global business with a significant optimization of product and channel structure, and rapid expansion of innovative business [1] Financial Performance - In the first half of the year, TCL Electronics reported a total revenue of HKD 54.78 billion, a year-on-year increase of 20.4% [1] - The company's profit after tax reached HKD 1.05 billion, representing a year-on-year growth of 60.5%, while adjusted net profit attributable to shareholders was HKD 1.06 billion, with a year-on-year increase of 62.0% [1] Television Business - TCL's television business saw a global shipment increase of 7.6% to 13.46 million units, maintaining a top-two global ranking [2] - MiniLED television shipments surged by 176.1% to 1.37 million units, ranking first globally [2] - Domestic market shipments grew by 3.5%, with TCL brand television shipments increasing by 10.2% [2] - Revenue from large-size display business in the domestic market rose by 4.4% to HKD 8.72 billion, with a gross margin increase of 1.7 percentage points to 19.4% [2] International Market Expansion - TCL Electronics has established production bases in multiple countries, including Vietnam, Mexico, Brazil, Poland, and Pakistan, with an annual production capacity exceeding 30 million units [3] - International market shipments of TCL televisions increased by 8.7%, with MiniLED television shipments growing by 196.8% [3] AI and Technology Development - The company is investing in high-end display and AI technology, enhancing user satisfaction through AI interaction on television [4] - TCL has upgraded its OTT platform, TCLChannel, which now covers global markets with over 39.3 million users [4] - New products such as the Thunder X3 Pro AR glasses and the TCLAiMe companion robot showcase TCL's advancements in AI and IoT integration [5] Future Strategy - TCL Electronics aims to continue its dual-driven strategy of "mid-to-high-end + globalization," increasing R&D investment and optimizing global supply chains to enhance operational efficiency [6]
TCL电子中高端战略成效显著 2025年上半年经调整归母净利润同比大增62%