Appliance Tm To Icing On The Cake To A Good Tv Business This Year
2 afternoon of the 8th message, exclusive dialogue Sina Finance appliance industry analysts today to discuss "
TM to
"After the implementation of policy in the country, the impact on the household appliances industry. The industry believes that the policy of the television business the most obvious positive.
TCL
Multimedia (01070) Sales this year are optimistic.
Vice Minister of Commerce Jiang Zengwei
said recently, according to State Department requirements, the scope of this appliance TM to policy implementation will be nine pilot provinces and municipalities to comply with the conditions, with the implementation of the will of the provinces to promote. Provinces (regions and municipalities) In compliance with the relevant requirements and conditions based on the application may be made. For this policy change, which industry will stimulate the movement of the new year, Sina.com exclusive interview with the Credit Suisse Financial appliance industry analyst KennyLau.
TV industry, the largest gain
KennyLau said in an interview: "Television is certainly the largest corporate earnings." He explained, because the TV has used replacement cycle (replacecycle), even if no policy role in the cases, the replacement frequency is greater than
Refrigerator
, Washing machines and other appliances. Therefore, the country launched "TM", is undoubtedly the icing on the cake, but also help to use the replacement TV. "And 'TM to' the positive role than '
Appliances to the countryside
'To be big. "
KennyLau explained, "because 'appliances to the countryside' is to stimulate consumer spending in advance and can not create new purchasing power, while the 'TM to' you can."
Bullish on domestic brands
He said that if the "TM" in nine pilot cities other than the promotion, will pull the country line the city's TV 3,4 enhanced purchasing power. While the purchasing power of these cities as 1,2-tier cities, but the small city of consumers prefer to buy national brands, and the same subsidies for them, offer more useful.
In addition, foreign brand in the small city and there is no distribution network, so after the policy implementation, KennyLau I suppose, like TCL multimedia (01 070) and Skyworth
Digital
(00 751) of this local brand, distribution network and leverage the advantage throughout the country, recorded a sales growth further.
LCD
Annual sales growth in more than 26%
KennyLau cited industry data that, there were 400 million units of
CRT
(Table TV) is used in CRT to LCD (flat panel TV) transformation process, LCD sales in 2010 will reach 38 million units. The expected end of 2015, 4 million units of CRT will be fully transformed into LCD. This basis, the annual growth in LCD sales will reach 26%. KennyLau stressed that this forecast is very conservative, because not every family TV will continue to increase share of the factors taken into account.
Appliances TM to the policy last June in Beijing, Tianjin, Shanghai, Jiangsu and
Zhejiang
, Shandong, Guangdong, Fuzhou, Changsha and other nine provinces and the implementation of the pilot. According to the Ministry of Commerce, as of February 4 this year, nine pilot provinces and municipalities were collected Jiu Jiadian 6.425 million units, sales of 5.876 million units of new household appliances, demolition Jiu Jiadian 3.129 million units. TM to the pilot provinces and cities have achieved sales of 23.25 billion yuan, accounting for sales of nearly five varieties of home appliances 1 / 3 of total sales accounted for appliances 1 / 5.
TCL: "TM" is the major driving force for growth this year
Today, SINA Finance also telephone interview with the TCL Multimedia Faye Wong, deputy director of investor relations Yun. Sina Finance, said she, in fact, the company's sales growth last year, mainly "home appliances to the countryside," the credit, because the "TM" policy introduced relatively late, and only a few cities, so to October only really began to produce an effect on sales. Faye Wong Yun said that with the "TM" implemented in the country this year, will become a major driving force. She believes that the details of this year will be much clearer, more implementable. Faye Wong Yun said: "We are the company's sales performance this year is very optimistic."
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