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published in(发表于) 2016/9/15 20:17:17
Delisting of TCL communication will be month, mobile phone shipments in the first half of over 33 million,

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Delisting of TCL communication will be month, mobile phone shipments in the first half more than 33 million-TCL communication, TCL-IT information

TCL communication on September 14 announcement said controlling shareholder, TCL Group (000100.SZ) proposed the privatization proposal has been approved by the independent shareholders at the court session. Plan's entry into force, expected the shares since September 30, 2016, 4 o'clock in the afternoon, listing on the main Board of the stock exchange to withdraw.

TCL communication is a flag of the TCL group company, in September 2004, land listed on the main Board of the stock exchange, before the suspension of its market capitalisation of HK $ 7.08 billion. TCL communication is mainly engaged in production and brand TCL and Alcatel Mobile Terminal sales, and Internet value-added services for its users.

First half of the year, TCL communication has launched mobile phone sales to 33.16 million units, sales of 34.83 million in the same period last year, this year fell 4.8%, in which smartphones 17.43 million, accounted for just over 50%, 16.5% 20.88 million decline in sales of more than a year. TCL communication said shipments fell by overseas phone market downturn continued and TCL communication influence of the sweeping reorganisation of the business in China.

First half of 2015 and 2016, TCL communication mobile phone sales in the first half compared to

Also can be seen from the above data, TCL communication's launch of the smart-phone sales fell, and low-end machine sales but do not drop and the rising from the first half of last year's 14 million to 16 million units in the first half of this year.

Affected by this, TCL communications introduced mobile phones overall average selling prices fell from 50.7 trillion in the same period last year to us $ 42.6 ($ 285 million).

This year first half of, North America, and European and the Latin America market as TCL communications of Qian three big market, sales total accounted for than for 83.7%, which North America market with and operators long-term close of relationship achieved sales income compared growth 13.7%, European and Latin America market by exchange rate fluctuations and the competition increased, effect, sales income compared respectively reduced 7.78% and 21.4%;TCL communications through long-term in public market and the electric business channel of input, Asia-Pacific market performance continued improved, Sales revenue grew by 57.9% during the reporting period.

First half of the year, TCL communication's main business income of 9.28 billion yuan (HK $ 10.93 billion), down 11.8%; belonging to parent company TCL Group's net profit was 19 million Yuan (HK $ 22 million in 1), down 94.7%.

Next, TCL communication will deepen cooperation with global operators, strengthen the construction of open sources and online channels, consolidation of market share abroad.

Phone price war in the country play afraid

Last year, TCL communication in worldwide shipment of 83.55 million units, of which 9.33 million units in domestic sales, 11.2%, near 90% were sold overseas, is China's domestic mobile phone manufacturers in the overseas mobile phone sales up. In other words, compared quite eye-catching performance of TCL communication in China is far less.

First half of the year, TCL communication's products are sold overseas 94.5%, deeper drops in the country. TCL communication phone shipments in the country decreased from 4.84 million units in the first half of last year to 1.84 million units in the first half of this year, fell as much as 62%, this shipment orders of magnitude, than Huawei, OPPO fraction of sales over the same period, almost "total defeat" to describe it.

Currently, TCL in the country still be consumers as brands, especially the various major Chinese domestic mobile phone manufacturers since the start price war, TCL communication in the domestic market have little voice, TCL communication is also trying to get rid of this problem.

"I think that as long as there is Internet company in Taiwan monkey, a price war will not stop, because their money is easier. "TCL Communications CEO Guo Aiping had previously Tencent technology, there is only one case they may hold, are capital market cannot be sustained when they are supported.

"Several Internet way to do mobile phone manufacturers in China, boast of their price even lower than the cost of the item. If consumers believe the news, that certainly don't buy the phone because our phones are sure to make money. ”

However, Guo Aiping had to face the reality, because in China, and there is no corresponding laws and regulations prohibiting sales below cost price phones.

It is reported that TCL communication will be dominated by below the line at home, not so much losing money participating in the online shop. Its strategic goal is to select to low-end entry point, through cooperation with the operators and e-commerce channels to expand the Chinese market, with the accumulated gradually enhance TCL brand reputation, groundwork for high-end phones in good sales.


TCL通讯将于月底退市,上半年手机出货超3300万 - TCL通讯,TCL - IT资讯

TCL通讯9月14日公告称,控股股东TCL集团(000100.SZ)提出的私有化建议已在法院会议上获独立股东批准。计划生效后,预期股份自2016年9月30日下午4时正起在联交所主板撤销上市。

TCL通讯是TCL集团旗子公司,于2004年9月登陆联交所主板上市,停牌前其市值为70.8亿港元。TCL通讯主要从事TCL和Alcatel品牌移动终端的生产和销售,并为其用户提供互联网增值服务。

今年上半年,TCL通讯所推出的手机销量为3316万台,去年同期销量为3483万台,今年同比下滑4.8%;其中,智能手机销量1743万台,占比刚好超过50%,比去年同期的2088万台销量下滑16.5%。TCL通讯表示,出货量下滑是受海外手机市场低迷态势延续及TCL通讯中国区全面业务重组等因素的影响。

2015年上半年和2016年上半年TCL通讯手机销量对比图

从上述数据还可以看出,TCL通讯所推出的智能手机销量下降了,而低端功能机销量反而不降上升,从去年上半年的1400万台到今年上半年的1600万台。

受此影响,TCL通讯推出的手机整体销售均价由去年同期的50.7美元下降至42.6美元(约合285元人民币)。

今年上半年,北美、欧洲及拉美市场作为TCL通讯的前三大市场,销售额合计占比为83.7%,其中北美市场凭借与运营商长期紧密的关系实现销售收入同比增长13.7%,欧洲和拉美市场受汇率波动及竞争加剧等影响,销售收入同比分别减少7.78%和21.4%;TCL通讯通过长期在公开市场及电商渠道的投入,亚太市场业绩持续改善,报告期内实现销售收入同比增长57.9%。

今年上半年,TCL通讯实现主营业务收入92.8亿元(109.3亿港元),同比下降11.8%;归属于母公司TCL集团的净利润为0.19亿元(0.22亿港元1),同比下降94.7%。

接下来,TCL通讯将深化与全球运营商的合作,加强公开渠道和线上渠道建设,巩固海外市场份额。

在国内被手机价格战打怕了

去年全年,TCL通讯在全球出货8355万台,其中国内销量933万台,占比11.2%,近九成都销往海外,是在海外手机销量最多的中国国产手机厂商。也就是说,相比海外十分抢眼的业绩,TCL通讯在国内要逊色不少。

今年上半年,TCL通讯的产品94.5%销往海外,在国内的表现更是下滑严重。TCL通讯在国内手机出货量由去年上半年的484万台下降至今年上半年的184万台,降幅高达62%,这个出货数量级,还不如华为、OPPO同期销量的零头,几乎可以用“全面溃败”来形容。

目前,TCL在国内仍然只被消费者当成是家电品牌,尤其是自各大中国国产手机厂商开打价格战以来,TCL通讯在国内市场几乎没有声音,TCL通讯也在试图摆脱这一困扰。

“我觉得国内只要有互联网公司捣蛋,价格战就不会停,因为他们的钱来得容易。”TCL通讯CEO郭爱平此前对腾讯科技表示,只有一种情况下这些公司才可能撑不住,就是资本市场不能持续对他们支撑的时候。

“中国好几个用互联网方式做手机的厂商,都吹嘘自己的价格就比物料成本还要低。如果消费者都相信这个消息,那肯定都不买我们的手机了,因为我们的手机是肯定要赚钱的。”

不过,郭爱平也不得不面对现实,因为在中国,并没有相应的法律法规禁止低于成本价销售手机

据悉,TCL通讯在国内将会以线下为主,不会过多参与线上的赔钱血拼。其战略目标是,选择以中低端为切入口,通过与运营商合作以及电商渠道拓宽中国市场,随着不断积累,逐渐提升TCL品牌的美誉度,为中高端手机的良好销售打基础。





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