传音控股股东拟转让2%股份 公司上半年净利同比下滑57%

Core Viewpoint - Transsion Holdings, known as the "King of Mobile Phones in Africa," announced a share transfer plan involving 22.807 million shares, representing approximately 2.00% of the company's total equity, due to the controlling shareholder's need for funds [2] Group 1: Share Transfer Details - The share transfer will not occur through the secondary market but will be directed towards institutional investors with appropriate pricing capabilities and risk tolerance [2] - The transfer price has been preliminarily set at 81.81 yuan per share, attracting 26 institutional investors who collectively offered to purchase 26.168 million shares, 1.15 times the amount available for transfer [3] - The controlling shareholder is expected to raise approximately 1.866 billion yuan from this share transfer [3] Group 2: Financial Performance - Transsion Holdings reported a significant decline in its half-year performance, with revenue of 29.077 billion yuan, down 15.86% year-on-year, and a net profit drop of 57.48% to 1.213 billion yuan [4] - The company attributed the revenue decline to factors such as product launch timing, market competition, and supply chain costs [4] - The company's inventory value reached 9.297 billion yuan, a 7.32% increase from the previous year, indicating potential inventory accumulation risks amid declining revenue [4] Group 3: Strategic Direction - In response to the challenges in its core mobile business, the company is pursuing diversification and premiumization strategies, focusing on expanding into digital accessories and home appliances [4] - The company has increased its R&D expenditure by 15.12% in the first half of the year to support its high-end product development [4] - However, new business contributions to overall revenue remain below 2%, raising questions about the effectiveness of the premiumization strategy [5]