Homa(002668)2024-12-27 10:41Group 1: Financial Performance - In the first half of 2024, the company's global revenue reached 66.49 billion yuan, accounting for 74% of total revenue [2] - The export market is primarily focused on Europe, with the revenue from the U.S. market being relatively low [2] - The company is actively monitoring policy changes and adjusting its business strategies to mitigate potential impacts from external factors [2] Group 2: Currency and Risk Management - The company's export business is primarily settled in USD and EUR, with exchange rate fluctuations posing a risk to profitability [2] - A foreign exchange hedging mechanism has been established to mitigate the risks associated with exchange rate volatility [2] Group 3: Strategic Development - The company aims to become a global leader in smart home appliances, focusing on AI technology and innovation [3] - The recent name change to TCL Smart Home reflects the company's strategic direction and enhances brand image [3] - The subsidiary TCL Home Appliances (Hefei) will focus on high-end washing and refrigeration products, while Guangdong Aoma Refrigerator Co., Ltd. will maintain its independent brand positioning [3] Group 4: Market Outlook and AI Integration - The smart home appliance market is expected to grow significantly due to the rapid advancement of AI technology [3] - The company has made substantial investments in AI technologies, which are already being integrated into various products [3] Group 5: Shareholder Relations - The progress of the minority stake acquisition in Aoma Refrigerator is uncertain, with key conditions for the buyback yet to be determined [3] - The analyst meeting facilitated thorough communication between company representatives and investors, adhering to regulations regarding undisclosed information [3]