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刘戈:建立全球化品牌,中企要找准第一站
Huan Qiu Wang· 2025-06-29 22:56
不过,在智能手机领域,中国品牌的表现就没有那么突出,还没有像家电那样取得明显的突破。相比之 下,苹果手机以超过50%的市场占有率稳居首位。日本消费者对中国品牌手机存在所谓"信息泄露"方面 的担忧,而这种担忧源于美国及其他发达国家对中国产品信息安全方面的抹黑,的确在消费者中产生了 较大负面影响。 日本消费者认可中国品牌吗?最近,《日经商务周刊》针对628位日本消费者进行了一次问卷调查,而 调查结果对于中国出海企业来说有不少值得深思的地方。 调查显示,一方面,有80%的受访者在面对中国本土品牌时,还是存在一些隔阂,持不太接纳的态度。 尤其是在电子产品领域,不少人担心中国产品可能涉及隐私泄露的问题。此外,关于产品的性能和耐用 性,也有人表示担忧。 另一方面,对于那些已经购买过中国品牌产品的日本消费者来说,情况就不太一样了。有61%的人表示 下次还会考虑购买中国品牌,且有66%的受访者表示,他们对中国产品的性能和耐用性并不担心。也就 是说,实际体验过中国产品的日本消费者,对产品的接受度明显更高,大家普遍认可中国产品的品质。 这恰好说明中国品牌在发达国家市场面临的一个巨大挑战:虽然我们的产品质量、技术水平已经达到了 被 ...
李东生的新目标:在海外再造五个“TCL”
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-26 12:02
21世纪经济报道记者倪雨晴 深圳报道 6月24日至26日,世界经济论坛第十六届新领军者年会(夏季达沃斯论坛)正式举行。本届论坛以"新时 代企业家精神"为主题,围绕全球经济、中国发展、产业变革等五大议题,探讨应对全球挑战的开创性 解决方案。 此次,TCL创始人、董事长李东生担任联席主席,谈及全球均衡发展、产业链供应链重塑等议题。他在 现场坦言:"今年是我过去40多年企业经营中最不确定、波动最大的时期,企业要坚守发展战略,在不 确定的环境中,将自己的事情做好。" 据了解,本届达沃斯论坛联席主席共14位,李东生是唯一来自科技制造领域的企业家代表。在"全球碎 片化格局下的制造业"圆桌论坛中,李东生表示:"我坚信未来的全球化,无论怎么发展,一定是在坚持 效率的基础上追求公平、推动全球经济均衡发展的模式。" 需求和供应。 TCL之外,一众手机、家电企业都在向海外区域拓展。根据毕马威中国2024年发布的《中国制造业企业 出海白皮书》,在家电及消费电子制造业领域,绿地投资主要流向墨西哥和巴西等拉美新兴市场,这些 市场人口众多,消费群体规模大,同时辐射到北美和南美更多国家。同时,中东也是中国家电和消费电 子产品的主要出口地区, ...
技术突围与全球布局共振,TCL电子(01070)Q1量价双增喜提开门红
智通财经网· 2025-04-30 04:23
Core Viewpoint - TCL Electronics reported a strong performance in Q1 2025, with global TV shipments reaching 6.51 million units, a year-on-year increase of 11.4%, and sales revenue growing by 22.3%, demonstrating the effectiveness of its "mid-to-high-end + large-screen" strategy [1] Group 1: Financial Performance - The market reacted positively to TCL Electronics' performance, with a significant increase in public fund holdings, which rose by 189.25% year-on-year to 785 million yuan, accounting for 3.60% of circulating shares [1] - TCL Electronics' stock price surged by 52.28% year-to-date, outperforming the Hang Seng Index and reaching a nearly 20-year high [1] Group 2: Global Strategy and Market Expansion - Since 2016, TCL Electronics has shifted its strategic focus to overseas markets, enhancing brand influence through local partnerships and a localized approach across various operational aspects [2] - The company has optimized its organizational structure in 2023, creating six major marketing divisions to improve decision-making efficiency and enhance global operational capabilities [2] Group 3: Product and Market Performance - In Q1 2025, TCL's international TV shipments grew by 11.6%, with significant increases in large-screen models, including a 48.5% rise in shipments of 65-inch and above TVs, and an 86.8% increase for 75-inch and above models [3] - The European market saw a 15.8% increase in TCL TV shipments, with 75-inch and above models soaring by 74.4% [3] Group 4: Emerging Markets and Competitive Position - In emerging markets, TCL's TV shipments increased by 18.8%, with 75-inch and above models doubling in growth at 100.5% [4] - In North America, TCL focused on high-end channels like BestBuy, resulting in a 79.3% increase in shipments of 75-inch and above TVs, with market share remaining strong [4] Group 5: Technological Advancements - TCL Electronics is a pioneer in Mini LED technology, with Q1 shipments increasing by 232.9% globally and 341.1% domestically, significantly enhancing its market position [6] - The company's investment in R&D has led to advancements in display technology, contributing to its competitive edge in the high-end market [6] Group 6: Strategic Initiatives and Future Outlook - The recent stock incentive plan aims to align the interests of core teams with long-term profit targets, setting ambitious growth rates for adjusted net profit from 2025 to 2027 [8] - TCL Electronics is positioned to capitalize on the global display industry upgrade, leveraging its early advantages in quantum dot and Mini LED technologies to capture high-end market share [9]