Tcl Speed up Internet transformation

Tcl (000100.SZ, hereinafter "TCL") will accelerate the implementation of the Internet transition strategy in the second half of this year. Li, chairman of TCL Group, told the first financial journal yesterday in the second half of the year, its smart TV will launch a "global broadcasting" service, video game platform will also have iterations, the communications business will be released cloud services products, Internet Financial services will also fall in the second half of the year, the smart family released specific products in the fourth quarter Line online under the channel Fusion O2O system November online.

"From the terminal to the system, from the product to the service, from the line to the cloud, this year the ' double + ' strategy of the basic framework." "Li said.

Overcapacity, internet companies "across the border" to include Tcl, including the traditional home appliance enterprises bring pressure. Earlier this year, TCL proposed "Smart + Internet", "Products + services" of the Internet Transition "double +" strategy. In the first half, TCL's net profit rose by more than 50%. "Our profitability has increased, and Tcl's profit margin can reach 4%." Li Frankly, although the service Tcl is still in the building, and can not bring the current profit, but at least did not bring negative impact, "This shows that the transformation is right." We have the confidence, in the application, the service brings the value contribution. ”

How to develop new application and service business on the basis of the "hardware" business of traditional color TV and mobile phone is the focus of TCL's transformation. To support the development of new business, Li that the organization and cultural reengineering.

TCL Multimedia (01070.HK) CEO Shanyi revealed that TCL Multimedia has set up a new Internet division, expanding content, service business, this year will continue to introduce new products and services. Yesterday, TCL launched the game platform, micro-function OTT set-top box, the September will launch micro-letter television, October, November, will also launch the education platform, life platform.

On the ChinaJoy, TCL Multimedia first released the OTT set-top box with gaming platform. Shanyi said that the recent SARFT rectification and standardize OTT box market is a good thing, Tcl contrarian launch set-top box, seize the opportunity. Tcl Box with TCL video game platform, and with micro-letter depth customization, can be a micro-letter to the mass content on TV. This box starts in Jingdong Mall August 4.

Next month, TCL Multimedia will be with micro-letter depth cooperation, the introduction of micro-letter television. Shanyi revealed that through the micro-trust friends Circle, the mobile phone and television linked. He said, for example, watching the World Cup, can be directly on the television screen, through micro-letters and friends to share the feeling of watching the ball. This is TCL and Tencent after the previous "ice cream" Zhi, the two sides once again deep cooperation.

Shanyi revealed that TCL Multimedia "in the video, games, education, life in every field, with strong co-operation, such as with Archie Art cooperative intelligent TV tv+." He thinks the game will be the killer app for Smart TV. TCL Multimedia this year sold 70,000 game TV, the game function has been activated 50,000 units, active users usually have more than 10,000, the weekend to reach 20,000 households.

"A lot of services have just begun, and the income is not high," Li said. "But he is optimistic that TCL smart-TV apps, which started with revenue this year, have 2 million active users, 3.2 million users next year, and 80 million in 2016, with 4.8 million users earning 150 million yuan. "This year service business only user indicators, service income assessment to 2015 years later." ”

TCL Communications (02618.HK) CEO Guo Eping also revealed that TCL Communications has set up a mobile Internet division, the development of applications, services business. Among them, Tcl Mobile third party to pay the monthly water has exceeded 100 million yuan.

Guo Eping revealed that TCL Mobile Internet division has three functions: first of all, to help the existing smartphone business, in marketing, customer service to create a good environment, brought into the era of E-commerce, and users to communicate; second, create some new applications, and hardware; third, TCL Communications not only for smartphones, tablets, The future will also be wearable products, the department is also responsible for building an open cloud platform, so that the future of new products can be serviced, and can be interconnected.

Tcl's development of the Internet financial business is also related to TCL Communications. Li disclosed that TCL Internet financial business will fall in the second half of this year, including the construction of Third-party payment platform, micro-loan platform, is now applying for the relevant licences.

"We're asking for a mobile payment program that has a monthly growth rate of 30%. "Guo Eping revealed. Li added that the recent TCL mobile pay the monthly water has more than 100 million yuan, "in the near future, Tcl mobile phone becomes a mobile payment platform, will bring value." ”