TCL Smart Home(SZ:002668)2024-09-18 08:52Group 1: Company Performance - In the first half of the year, TCL Smart Home achieved record highs in sales, revenue, and profit, driven by a significant increase in export orders, with export revenue reaching 6.65 billion CNY, a 38% increase year-on-year [3] - The growth rate of the company's own brand export revenue was 54%, significantly surpassing the industry growth rate, solidifying its position as the top refrigerator exporter in China for 15 consecutive years [3] Group 2: Global Market Strategy - TCL Smart Home is committed to becoming a global leader in smart home appliances, focusing on expanding overseas markets and enhancing its global strategy [3] - The company plans to target the Asia-Pacific and European markets, emphasizing product innovation and high-end product positioning to strengthen its brand image [4] Group 3: Future Development Plans - The company aims to fully realize interconnected and self-optimizing home appliance products through technological innovation, with a focus on AI smart appliances [4] - TCL Smart Home's recent name change reflects its strategic development layout and aims to enhance brand value and competitiveness in the mid-to-high-end market [4] Group 4: Investor Relations - The company addressed investor inquiries regarding its acquisition of a minority stake in Oma Refrigerator, indicating that key conditions for the buyback remain uncertain [4] - The performance briefing did not involve any undisclosed significant information [4]