三星、LG电子公布2025Q2初步业绩

Group 1: Samsung Electronics - Samsung Electronics reported preliminary earnings for Q2 2025, with sales of 74 trillion KRW (approximately 388.87 billion RMB), a year-on-year decrease of 0.09% and a quarter-on-quarter decrease of 6.49% [1] - The operating profit was 4.6 trillion KRW (approximately 24.17 billion RMB), reflecting a year-on-year decline of 55.94% and a quarter-on-quarter decline of 31.24%, falling short of the market expectation of 6.69 trillion KRW [1][2] - This operating profit is the lowest since Q4 2023 and the lowest for a Q2 since Q2 2023 [2] - The expected operating profits for various departments include approximately 1 trillion KRW for the Device Solutions (DS) division, around 2 trillion KRW for the Mobile Experience (MX) and Network divisions, 600 to 700 billion KRW for the Display division, 400 to 500 billion KRW for the TV and home appliance division, and 300 to 400 billion KRW for the Automotive Electronics division [3] Group 2: LG Electronics - LG Electronics reported a consolidated revenue of 20.74 trillion KRW (approximately 108.99 billion RMB) for Q2 2025, with an operating profit of 639.1 billion KRW (approximately 3.36 billion RMB), representing year-on-year declines of 4.4% and 46.6%, respectively [4] - The decline in revenue and operating profit is attributed to slow recovery in consumer sentiment, unfavorable business environment, rising tariff costs due to changes in global trade policies, and intensified market competition [7] - Despite the challenges, LG Electronics' home appliances, B2B, and HVAC businesses performed well, maintaining healthy profitability [7] - The media and entertainment solutions business faced pressure due to demand slowdown, rising LCD panel prices, and increased marketing costs, impacting profitability [7] - For the second half of 2025, LG Electronics plans to focus on maintaining business fundamentals and emphasize "quality growth" in areas such as B2B, non-hardware, and D2C (direct-to-consumer) [8] - To strengthen its position in the high-end OLED TV market, LG Electronics aims to launch new wireless products and expand into new content areas like gaming and digital art to enhance the competitiveness of its webOS platform [9]