TCL Smart Home (002668) First Coverage Report: Cooperation between refrigerator ODM export leader and TCL can be expected
In this report, we mainly answer two questions: 1) What are the core competitive advantages of Omagh refrigerators? 2) How do you see the company's future growth space? Overall, we believe that the company has room for improvement at both the management level and capital operation level. In the future
A-share home appliance stocks fluctuated and declined, Changhong Miling fell more than 5%
Glonghui, May 16 | Changhong Meiling, TCL Smart Home, and Covos fell more than 5%, while Little Bear Electric, Xinbao, Supor, Beiding shares, and Martians followed suit.
TCL Smart Home (002668.SZ): No air conditioning-related business
Gelonghui, May 14 | TCL Smart Home (002668.SZ) said on the investor interactive platform that the company's main business is currently R&D, manufacturing and sales of refrigerators, freezers and washing machines, and there is no air conditioning-related business yet. Facing the future, the company will take AI smart home appliances as the development direction, firmly promote the global strategy, and strive to become the world's leading smart home appliance enterprise.
TCL Smart Home (002668.SZ): The company exports its products to many countries and regions
Gelonghui, May 14 | TCL Smart Home (002668.SZ) said on the investor interactive platform that the company's products are exported to many countries and regions. As of 2023, the company has achieved the highest ranking in China's refrigerator exports for 15 consecutive years, and the number one Chinese refrigerator export in Europe for 16 consecutive years. In the future, we will continue to consolidate the company's current market share, insist on innovative research and development, accelerate channel development, and further consolidate overseas markets.
Dragon Tiger List | Zhongtong Bus received 110 million yuan in capital, and many investors joined the list and built up electronics
The top three net purchases were Zhongtong Bus, Nanjing Xinbai, and Coney Electromechanical
Express News | TCL Smart Home: The company is currently operating normally, and there have been no major changes in the internal and external business environment
Dragon Tiger List丨TCL Smart Home went up and down, two institutions had net sales of 111 million yuan
Gelonghui, May 13 | TCL Smart Home (002668.SZ) rose and stopped today, with a turnover of 1,164 billion yuan and a turnover rate of 8.92%. According to Dragon Tiger Index data, Shenzhen Stock Connect had a net sale of 17.6482 million yuan; the two institutions ranked second and five in sales, with a total net sales of 111 million yuan. The listed seats bought 144 million yuan throughout the day and sold 300 million yuan, with a total net sales of 155 million yuan.
A-share afternoon review: The Shanghai Index closed down 0.08%, and the electricity, gas and shipping sectors had the highest gains
By the midday close, the Shanghai index fell 0.08% to 3151.94 points, the Shenzhen Stock Exchange Index fell 0.37%, and the GEM index fell 0.67%.
The home appliance sector fluctuated and rebounded. TCL Smart Home and Jimi Technology rose more than 8%, while Changhong Meiling, Haier Smart Home, Feike Electric, and Xinbao shares followed suit.
The home appliance sector fluctuated and rebounded. TCL Smart Home and Jimi Technology rose more than 8%, while Changhong Meiling, Haier Smart Home, Feike Electric, and Xinbao shares followed suit.
Express News | Home appliance stocks once again picked up, and TCL Smart Home stopped rising
TCL Smart Home (002668.SZ): No business related to intelligent robot management
Gelonghui, May 10 | TCL Smart Home (002668.SZ) said on the investor interactive platform that the company's main business is currently R&D, manufacturing and sales of refrigerators, freezers and washing machines, and there is no business related to intelligent robot management. Facing the future, the company will take AI smart home appliances as the development direction, firmly promote the global strategy, and strive to become the world's leading smart home appliance enterprise.
Guangdong Homa Group Changes Name After Purchase of TCL Technology Unit
Guangdong Homa Group (SHE:002668) will change its name to Guangdong TCL Smart Home Appliances, according to a Friday filing with the Shenzhen Stock Exchange. The company will retain its ticker. The na
Omar Electric (002668.SZ)'s new stock abbreviation “TCL Smart Home” was launched on May 10
Omar Electric (002668.SZ) announced that the company has completed the registration and filing procedures for industrial and commercial changes, and obtained a “Business License” issued by the Zhongshan Market Supervision Administration. After the change, the Chinese name of the company is: Guangdong TCL Smart Home Appliance Co., Ltd.; the stock abbreviation is: TCL Smart Home, and the new abbreviation will open on May 10, 2024.
The A-share home appliance sector strengthened, and Hisense Home Appliances continued to reach record highs
Glonghui, April 30 | Omar Electric and Changhong Miling went up and down. Hisense home appliances rose more than 5% to continue to reach record highs. Lake Electric, Haier Smart Home, Covos, and Martians are ahead of the curve. According to Guolian Securities, the number of home appliance exports in the first quarter of 2024 increased by 24%/16%/12% year-on-year, respectively, and continued to be better than the mid-single-digit historical growth range. Furthermore, at present, white power export schedules are still growing well, and most export companies are also optimistic about the order situation; overall, exports from the home appliance industry are expected to continue to exceed expectations in the future.
Changes in the concept of household appliances have boosted Omar Electric and Changhong Miling both up and down
The concept of household appliances fluctuated and increased. Omar Electric and Changhong Miling both went up and down, while Haier Smart Home, Martian, Covos, and Hisense home appliances followed suit.
Omar Electric (002668): Strong export sales boom in 2024Q1 will drive rapid revenue growth and cost control effects are obvious
Event: On April 25, 2024, Omar Electric released its 2024 quarterly report. 2024Q1 revenue/net profit attributable to mother/net profit excluding non-attributable net profit were 41.98/2.25/224 million yuan, respectively, compared with the same period last year
Omar Electric (002668): Benefiting from a high increase in cold exports, TCL ice washing integration and improved profit
Guide to this report: The company's 24Q1 performance was in line with expectations. The revenue side benefited from strong refrigerator exports and steady growth. Profit margins remained stable during the external cost increase phase, and TCL ice washing began to show an upward trend in profit after the integration of TCL ice washing. Key investment points:
Omar Electric (002668): TCL's export sales accelerate growth, Q1 revenue continues to increase
Incident: Omar Electric publishes its 2024 quarterly report. The company achieved revenue of 4.20 billion yuan in the first quarter of 2024, YoY +24.6%; realized net profit attributable to mother of 230 million yuan, YoY +27.8%; achieved deduction
SDIC Securities released a research report on April 26 stating that Omar Electric (002668.SZ) was given a purchase rating. The main reasons for the rating include: 1) incident: Omar Electric announced its 2024 quarterly report; 2) TCL ice washing export s
SDIC Securities released a research report on April 26 stating that Omar Electric (002668.SZ) was given a purchase rating. The main reasons for the rating include: 1) incident: Omar Electric announced its 2024 quarterly report; 2) TCL ice washing export sales accelerated growth in Q1; 3) Q1 net interest rate remained stable year-on-year. (Mainichi Keizai Shimbun)
Omar Electric (002668): 24Q1 export sales continue to be booming, name change highlights long-term development strategy
Core view: The company discloses its 2024 quarterly report. 24Q1 achieved revenue of 4.20 billion yuan (YoY +24.6%), net profit to mother of 230 million yuan (YoY +27.8%), gross profit margin of 20.3% (Y
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