On the morning of 201865438+1October 16, the domestic media revealed that 4 1.4% of the company's shares held by Liu Lirong, chairman and president of Gionee Group, were frozen by the court, probably because Gionee was sued by the supplier for default in payment. Li Jing admitted that the incident has entered the judicial process.

On the evening of that day, TCL Group (3.890, 0.00,? 0.00%)(000 100.SZ), announcing that the net profit attributable to shareholders of listed companies will increase by 62%~75% in advance.

However, the main reasons for the increase of TCL Group's net profit are "substantial year-on-year increase of Huaxing Optoelectronics' net profit" and "continuous growth of TCL multimedia business".

In terms of TCL communication, the shipment volume in 20 17 was 43.876 million units, down 36.2% year-on-year, which was "a big loss for the whole year".

The performance of TCL Communication eclipsed the slogan shouted by Li Dongsheng, Chairman and President of TCL Group and CEO of TCL Communication. At CES 20 18, Li Dongsheng said, "TCL will not give up its communication business, and it is absolutely confident to do it well." .

Where did TCL communication come from to turn the market around? On June 65438+1October 18, the reporter of China Business News asked TCL Group a question, and the reply was that TCL Communication is promoting measures such as optimizing organizational structure, improving efficiency and reducing costs, improving operational efficiency and developing new products and technologies to improve its business conditions. It is expected that these measures will promote the performance improvement in 20 18.

Insiders of TCL Communication told the reporter of China Business News on June 65438+1October 19, "At the beginning of this year, we will carry out a big combing operation on Alcatel's product line and release a series of new Alcatel products during MWC (World Mobile Communications Conference). In addition, BlackBerry KEYone will also pursue victory this year.

An industry observer told the reporter, "After the strategic reorganization, we can't say that TCL communication has no chance at all, but we must come up with a feasible revival plan. If you can't find the right direction, Li Dongsheng's "absolute confidence" alone can't save TCL Communication. "

According to the financial report data of TCL Group, 20 15 was the most brilliant year of TCL communication. In this year, the shipment volume of TCL communication reached the historical peak of 83.55 million units, and the net profit reached 850 million yuan.

Since then, TCL communication has been in a channel of rapid decline. In 20 16, the shipment of TCL communication has dropped to 68.766 million units, down17.7% year-on-year; Financially, it also turned into a loss of 474 million yuan, which became the main drag factor for the overall net profit level of TCL Group to drop by 33.82% year-on-year.

In the performance report of 20 16, TCL group regretted that the sales of the company 1000 billion yuan have been stagnant for three years, the gross profit space has been narrowing and the operating profit has been declining. "We realize that only by promoting change, changing business philosophy, optimizing organizational processes, innovating business models, and removing obstacles to development can we grasp the strategic initiative and let enterprises continue to develop."

For TCL Communication, TCL Group also made a specific "prescription" in the performance report of 20 16: in 20 17, TCL Communication will continue to carry out strategic transformation, enhance its brand image and continue to exert its strength on high-end products; At the same time, relying on hardware advantages, actively grasp the development opportunities of overseas mobile Internet industry.

But it turns out that this "prescription" is invalid. In 20 17, the shipment of TCL communication dropped to 43.876 million units, a sharp drop of 36.2% year-on-year, and it was also warned as a "big loss for the whole year" financially.

reference data

IT household appliances. China commercial network [reference time 20 18- 1-20]