TCL Smart Home(SZ:002668) Xin Lang Cai Jing·2025-10-31 07:39Core Viewpoint - TCL Smart Home's stock rose by 5.22% on October 31, with a trading volume of 687 million yuan and a market capitalization of 11.806 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 highest export volume 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 yuan [4] Group 2: Financial Performance - For the period from January to September 2025, TCL achieved a revenue of 14.346 billion yuan, representing a year-on-year growth of 2.87%, and a net profit attributable to shareholders of 977 million yuan, up 18.45% 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 Position and Trends - The stock's average trading cost is 10.43 yuan, with recent rapid accumulation of shares, suggesting potential short-term trading opportunities [7] - The stock is currently trading between resistance at 10.98 yuan and support at 10.84 yuan, indicating a possible range for trading [7] - The company is involved in AI voice control and smart dual-inverter technology, enhancing the intelligence level of its products to meet customer demands [4]