同期，传音控股毛利率现调整，同比情况有所下降。其财务负责人肖永辉表示，该公司2024年半年度报告发生会计政策变更，将保证类质保费用计入营业成本。调整后2024年上半年毛利率21.53%，调整前为22.31%；2023年上半年调整后毛利率为23.54%、调整前毛利率为24.54%。1. Shenzhen Transsion Holdings Co., Ltd. will launch new products in the second half of the year, building core capabilities in technologies such as imaging, gaming, ai, charging, and basic user experience. 2. Director Zhu Zhaojiang stated that the current shareholding plan has not been fully implemented, and the shareholding entity will continue to fulfill the relevant shareholding plan.
"Star Market Daily" September 27th (Reporter Yu Jiaxin) - "The company continues to expand into other emerging markets. At the same time, it will further intensify efforts, accelerate the development of mobile internet and expand product categories and other businesses." During the mid-year earnings conference in 2024, Director and General Manager Zhu Zhaojiang of Shenzhen Transsion Holdings Co., Ltd. stated that the company will build core capabilities in technologies such as imaging, gaming, ai, charging, and basic user experience.
Shenzhen Transsion Holdings Co., Ltd. mainly engages in the design, research and development, production, sales, and brand operation of intelligent terminals with mobile phones as the core. Its main products are the three major brands of TECNO, itel, and Infinix, including feature phones and smartphones. In the first half of this year, it achieved revenue of 34.56 billion yuan, a year-on-year increase of 38.07%; net income attributable to the parent was 2.852 billion yuan, a year-on-year increase of 35.70%.
During the same period, the gross margin of Shenzhen Transsion Holdings Co., Ltd. has been adjusted and has slightly decreased compared to the previous year. Its CFO, Xiao Yonghui, stated that the company's 2024 interim report has undergone accounting policy changes, with quality assurance expenses included in the cost of goods sold. The adjusted gross margin for the first half of 2024 was 21.53%, down from 22.31% before adjustment; the adjusted gross margin for the first half of 2023 was 23.54%, and 24.54% before adjustment.
"In the second half of the year, the company will gradually launch new products," mentioned by Director and General Manager Zhu Zhaojiang of Shenzhen Transsion Holdings Co., Ltd. while responding to investor questions.
On September 13, TECNO, a brand under Shenzhen Transsion Holdings Co., Ltd., launched the second generation of the PHANTOM series - PHANTOM V Fold2 5G and V Flip2 5G. Zhu Zhaojiang stated that these products are equipped with a series of ai features, including the Ella AI voice assistant, designed to enhance efficiency and communication.
Regarding the joint establishment of an ai joint laboratory by Shenzhen Transsion Holdings Co., Ltd. and MediaTek, during the earnings conference, Shenzhen Transsion Holdings Co., Ltd.'s Secretary of the Board of Directors, Zeng Chun, stated that in this collaboration, Shenzhen Transsion will provide algorithm and application scenario support for the laboratory, while MediaTek will provide power for the operation of ai algorithms.
In the first half of 2024, Shenzhen Transsion Holdings Co., Ltd. had a market share of 14.4% in the global mobile phone market, ranking second among global mobile phone brands. Its smartphone market share was 9.1% in the global smartphone market, ranking fourth.
It is noteworthy that since July this year, Qualcomm has successively sued Transsion Holdings and its affiliated companies in India, Germany, and other relevant courts in the name of patent infringement, demanding them to stop infringement, deliver and destroy products containing the patents in question, and compensate for losses, etc.
On the earnings conference, Transsion Holdings stated that the company will continue patent negotiations, while respecting the intellectual property rights of others, to promote the fair, reasonable, and non-discriminatory determination of reasonable licensing fees.
Recently, the central bank announced the establishment of special refinancing to guide banks to provide loans to listed companies and major shareholders, supporting share buybacks and shareholding in listed companies, with an initial quota of 300 billion yuan. It is understood that regulatory organizations in many places have held discussions with listed companies on the establishment of special refinancing for stock buybacks and shareholding.
On July 16, 2024, Transsion Holdings disclosed the "Announcement on the Plan of Directors and Senior Management to Increase Their Shareholdings", and on September 9, it disclosed the "Announcement on the Progress of Directors and Senior Management Increasing Their Shareholdings".
Zhu Zhaojiang, Chairman and General Manager of Transsion Holdings, stated that the current increase plan has not been completed, and the shareholders involved will continue to fulfill the related increase plan.
