Tcl's two chances and a puzzle

Recently, to the traditional manufacturing industry, but to seek to use the Internet thinking to reinvent the enterprise-TCL, once again stand on the cusp. The reason for its standing on the cusp is that it has just released a semi-annual earnings report and a fund-raising announcement.

Sharp observation just got the chance to have a conversation with a number of TCL executives. Rui observes that TCL has 2 opportunities and one deficiency.

The 1th Chance is the panel

This, earnings is the most intuitive statement. Data show that the first half, TCL's panel business, Huaxing realized sales revenue of 8.506 billion yuan, an increase of 24.8%, net profit of 981 million yuan, an increase of 10%.

That's not all. This month, TCL received a 5.6 billion yuan financing, of which 4 billion is spent on huaxing photovoltaic projects. This means that huaxing's two, or even three-phase projects are guaranteed.

Need to point out is that the panel in China's list of imports and exports, has occupied the top five, with the star photoelectric director Thin Lianming words, for the Chinese panel enterprises, this is a short supply market.

The 2nd chance is communication.

And Lenovo, millet, cool pie and other mobile phone manufacturers, Tcl took a completely opposite road, and walked well. This point from the financial results can be seen, TCL Newsletter sales income of 9.671 billion yuan a year, an increase of 88.8%, net profit of 340 million yuan. Gross profit margin 26.3%,

In particular, Tcl's products are mostly sold overseas. Its Chinese market, in Tcl's layout, is even at a point that can be ignored.

This makes life doubtful, generally speaking, globalization and internationalization is a difficult problem, localization is comparatively easy. Here, Tcl Communication Guo Eping The answer to give us quite a surprise, "domestic mobile phone manufacturers have little money, this is TCL not in the Chinese market, the reason for excessive effort." "With the continued booming global smartphone market, the future of TCL communications will be better."

1 challenges-Multimedia profit model

What needs to be particularly pointed out is that the business model of Shanyi's multimedia business is very clear, but this mode of profit model, no one is sure to give it the tone.

In short, the annual shipments in 16 million units of TCL Multimedia business, incredibly became TCL all business in the only decline in the plate, this number of people some doubt. For this unfavorable situation, Shanyi gives the practice is: hardware + services, front-end hardware charges, follow-up to seek service charges.

At the same time, through constantly pushing new products to continuously test the market response. For example, micro-letter television, educational television, as well as before and Archie Art cooperation tv+.

Summary：

In fact, TCL Multimedia business, the source of its problems or from the previous energy-saving subsidy policy for the excessive overdraft of the market, is not only affected by TCL, other home appliances manufacturers are also different degrees of damage. But how to find an effective new road from the damage is a problem that enterprises must think about.