TCL Smart Home(SZ:002668) Xin Lang Cai Jing·2025-10-24 07:28Core Viewpoint - TCL Smart Home's stock experienced a slight decline of 0.81% on October 24, with a trading volume of 102 million yuan and a total market capitalization of 10.646 billion yuan [1] Group 1: Business Overview - The company's main business includes the research, production, and sales of household refrigerators, freezers, and washing machines [3] - TCL 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 accounted for 73.50% of the company's total revenue, benefiting from the depreciation of the RMB [4] Group 2: Financial Performance - For the first half of 2025, TCL Smart Home achieved a revenue of 9.476 billion yuan, representing a year-on-year growth 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 Dynamics - The company has engaged in AI voice control and AI intelligent dual-frequency technology, indicating a focus on product intelligence to meet customer demands [4] - The stock's average trading cost is 10.43 yuan, with the current price fluctuating between resistance at 10.13 yuan and support at 9.59 yuan, suggesting potential for range trading [7]