TCL Smart Home(SZ:002668)2025-11-05 12:28Sales Performance - In the first three quarters of 2025, TCL's refrigerator and freezer sales reached 13.055 million units, a year-on-year increase of 2.8% [2] - Washing machine sales increased by 1.7% during the same period [2] - Total revenue for the first three quarters was 14.346 billion yuan, reflecting a year-on-year growth of 2.9% [2] Profitability - The net profit attributable to shareholders for the reporting period increased by 18.5% [3] - Gross margin improved by 1.52% due to product structure optimization and the introduction of new products [3] Global Strategy - TCL is actively expanding into overseas markets, particularly in the Middle East, Africa, and Latin America, achieving significant results in benchmark markets like the UK, Brazil, and Spain [3] - The company is committed to a global strategy and the development of smart home appliances, with a focus on enhancing operational efficiency through digitalization [3] Production Capacity - The company is expanding production capacity, with a new high-end refrigerator manufacturing project in Zhongshan capable of producing 2.8 million units annually [4] - A new production base in Thailand is expected to add 1.4 million units of refrigerator capacity and 300,000 units of freezer capacity [4] Future Plans - The company has unallocated profits of 862 million yuan and 94 million yuan at the consolidated and parent company levels, respectively, meeting the conditions for profit distribution [3] - TCL plans to continue focusing on its core business of refrigerators, freezers, and washing machines, while enhancing its competitive edge through technological advancements [4]