TCL Smart Home(SZ:002668) Xin Lang Cai Jing·2025-10-21 09:35Core Viewpoint - TCL Smart Home has shown a slight increase in stock price and has a market capitalization of 10.538 billion yuan, indicating stable performance in the market [1] Group 1: Business Overview - The main business of the company includes the research, production, and sales of household refrigerators, freezers, and washing machines [3] - The company has maintained the position of the largest exporter of refrigerators in China for 14 consecutive years, serving over 130 countries and regions, including those along the Belt and Road Initiative [3] - As of the 2024 annual report, overseas revenue accounts for 73.50% of total revenue, benefiting from the depreciation of the RMB [4] Group 2: Financial Performance - For the first half of 2025, TCL Smart Home achieved operating revenue of 9.476 billion yuan, a year-on-year increase of 5.74%, and a net profit attributable to shareholders of 638 million yuan, up 14.15% year-on-year [8] - 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 [9] Group 3: Market Activity - The stock experienced a net inflow of 451,500 yuan today, with a total trading volume of 69.8678 million yuan and a turnover rate of 0.66% [1][5] - The average trading cost of the stock is 10.45 yuan, with the current price near a support level of 9.62 yuan [7] Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders is 37,000, a decrease of 0.54% from the previous period, with an average of 29,302 shares held per shareholder, an increase of 0.54% [8] - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 26.4271 million shares, a decrease of 8.5982 million shares from the previous period [10]