证券之星消息，12月2日，内地消费电子（983105）指数报收于4679.66点，跌0.04%，成交754.62亿元， 换手率1.56%。当日该指数成份股中，上涨的有20家，瑞声科技以3.95%的涨幅领涨，下跌的有29家，美 图公司以6.0%的跌幅领跌。 内地消费电子（983105）指数十大成份股详情如下： 资金流向方面，内地消费电子（983105）指数成份股当日主力资金净流入合计7.75亿元，游资资金净流 出合计4.28亿元，散户资金净流出合计3.47亿元。成份股资金流向详情见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300476 | 胜宏科技 | ﮯ 9.93 Z | 10.63% | -3.14 Z | -3.36% | -6.79 Z | -7.26% | | 002475 | 立讯精密 | 6.04亿 | 5.53% | -2.65 Z | -2.43% | -3.39 Z | -3.10% ...

* 当消费升级的浪潮席卷生活每个角落,产品早已不止 是"满足需求的工具" -- 它是清晨唤醒活力的健康配方, 是深夜守护安心的医疗科技,是简化家务的智能方案,更 是呵护自我的精致选择。今日,2025年度焦点产品计划 正式启幕,承续"聚焦场景创新,重塑用户体验"的初心, 我们以全消费品类为画布,呈现一场跨越"日常、健康、 美妆、饮食"的创新盛宴,见证产品如何为生活赋力、为 行业立标。 * 这份榜单,藏着消费领域的多元创新答卷,这些产 品,都不仅仅是单一的满足生活需求的工具,而是重新定 义了基础需求到品质追求,每款产品都是"用户痛点"与 3EKT (序言 "行业创新"的深度共振。 * 这些产品的价值,早已超越功能本身,这背后,是设 计对需求的洞察,是技术对体验的革新,更是消费领域 "以用户为核心"的创新坚守 -- 这正是我们遴选年度"焦 点产品"的核心标尺。 * 此刻,这场关于"消费创新"的巡礼已然启程。我们期 待,通过这份内容,让每一款用心之作被看见,让每一次 生活改善被铭记;更期待,以产品为纽带,连接消费需求 与产业升级,为行业标注创新方向,为用户绘制更美好的 生活图景。愿每一款焦点产品，都能成为消费时代的 ...

市场消息：TCL科技考虑发行五年来首批离岸债券。（新浪财经） ...

市场消息：TCL科技考虑发行五年来首批离岸债券。 ...

内存价格上涨趋势预计持续至 2026 年中旬，中国供应商影响有限，中 芯国际产能扩张慢于预期，新增产能主要在 2027 年上海新厂投产后上 线，DDR5 将逐步替代 DDR4。 智能手机半导体企业面临库存过剩挑战，CIS 方面，ARM 部门计划从 5,000 万像素转向 2000 万像素，短期内企业仍将面临困难。 造商可能会提高产品价格，但这对消费者不太友好。如果电力公司提高价格， 销量可能会下降。然而，高端手机的升级需求仍将持续。 花旗闭门会-2026 中国科技硬件展望，光模块存储领跑中 低端手机承压更看好 PCB 上游 20251201 摘要 2026 年全球智能手机市场预测：低端市场需求受影响，出货量同比下 降 5%，但平均售价上涨近 7%，中高端手机成主要供应，低端芯片供应 或不足 50%。 智能手机制造商或通过提价（约 120 人民币/部）应对成本增加，并尝 试降低其他部件成本，如镜头模组或外壳材料，同时增加 RF 模块以提 升性价比。 AI 相关 PCB 和服务器股票市盈率已低于 20 倍，谷歌贡献收入和利润占 比预计 2026 年分别增至 20%和 25%，高端材料短缺或持续，上游材 料环节表现 ...

证券之星消息，12月1日光学光电子板块较上一交易日上涨1.98%，乾照光电领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。光学光电子板块个股涨跌见下表： 从资金流向上来看，当日光学光电子板块主力资金净流入5.15亿元，游资资金净流出3.97亿元，散户资金 净流出1.18亿元。光学光电子板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002808 | *ST恒久 | 5.44 | -2.68% | 8.36万 | 4578.84万 | | 000509 | 华塑控股 | 3.97 | -2.22% | 48.88万 | + 1.95 Z | | 688538 | 和辉光电 | 2.69 | -2.18% | 76.84万 | 2.08亿 | | 301183 | 东田微 | 119.78 | -2.00% | 18.99万 | 23.32亿 | | 300076 | GQY视讯 | 7.10 | -1.93% | ...

Cyber Monday is here, and if you've been waiting for the perfect moment to upgrade your TV, now is the time. I review TVs for a living, so I can tell a good discount from a bad one. The best Cyber Monday TV deals feature some of the strongest savings of the year on my favorite displays from Samsung, LG, TCL, Sony, and Hisense.One TV deal I keep telling friends about is the Samsung S90F. The 65-inch model is sitting at $1,398, which is excellent for a TV with such impressive contrast, color accuracy, and ove ...

Core Insights - The transformation of China's manufacturing industry from low-end processing to high-tech output has been a gradual process over the past two decades, with significant milestones marking its evolution [1][3][14] - China's manufacturing output surpassed that of the United States in 2010, reaching $1.92 trillion, highlighting its position as a global leader in various industrial products [1][3] - The shift in manufacturing focus from labor-intensive to capital-intensive goods has been driven by policy support and increased R&D investment, which rose from 89.6 billion yuan in 2000 to 706 billion yuan in 2010 [3][5] Manufacturing Evolution - The 1990s saw the rise of private enterprises due to state-owned enterprise reforms, leading to a geographical expansion of the industrial chain from coastal to inland areas [5] - The 2008 financial crisis impacted exports but spurred domestic demand for machinery and infrastructure, contributing to the growth of high-speed rail technology exports [5] - By 2016, China led in electric vehicle battery production and initiated significant investments in semiconductors, while 5G standards were established in 2017 [5] Key Players and Innovations - Huawei's journey from a small agency to a global telecommunications leader illustrates the importance of innovation and market expansion, achieving a market share of 28.6% in 2023 [7][8] - DJI's rapid growth in the drone market, with a 70% market share in 2023, showcases the company's commitment to R&D and technological independence [10] - TCL's transformation from traditional manufacturing to smart appliances has resulted in significant growth, with a 42% increase in overseas sales in 2022 despite industry declines [12] Trade and Global Positioning - In 2022, China's total trade volume reached 42.07 trillion yuan, with exports of 23.97 trillion yuan, reflecting a 10.5% growth driven by high-tech product demand [14] - Reports indicate a shift in perception among foreign media, recognizing China as a leading innovator in advanced industries, with companies like Huawei and Tencent strengthening domestic supply chains [14] - The ongoing focus on high-end sectors, AI, and digitalization positions China for continued competitiveness in the global manufacturing landscape [14]

Core Insights - The TCL QM8K 4K TV is currently offered at a significant discount, making it a standout deal for Black Friday [2][6] - The price has dropped from $4,000 to $3,000, representing a $1,000 savings, which is a rare opportunity for a premium 98-inch QLED display [2][6] - The QM8K model is noted for its superior brightness, contrast, and overall picture quality compared to other models in the same size category [2][7] Pricing and Discounts - The TCL QM8K is priced at $2,997.99, down from $4,999.99, indicating a 40% discount [6] - Other TCL 98-inch models are also on sale, with the QM7K at $1,998, QM6K at $1,599, and Q65 at $1,149 [10][11] Performance Features - The QM8K boasts a peak brightness of around 3,650 nits, making it suitable for bright environments [8] - It offers excellent black levels and contrast, making it a strong choice for home theater setups [8] - The TV includes features like smooth Google TV navigation, a backlit remote, and hands-free Google Assistant support [9] Comparison with Other Models - The QM8K outperforms other TCL models like the QM7K and QM6K in brightness and overall performance [11] - Competing premium QLED models from brands like Samsung and Sony are significantly more expensive than the QM8K [7][12] Availability of Other Sizes - The QM8K is available in smaller sizes, including 85-inch, 75-inch, and 65-inch models, with varying discounts [10] - The 85-inch model is currently 33% off, while the 75-inch model is 30% off [10]

Core Insights - Black Friday has brought significant discounts on various TV models, particularly OLED, QLED, and LED, with many at or near their lowest prices ever [1][2][4] Group 1: Samsung TV Deals - The Samsung S90F 65-inch model is priced at $1,398, recognized for its excellent contrast and color performance [2] - The Samsung S95F 65-inch OLED 4K TV is available for $2,297.99, reflecting a 23% discount from its original price of $2,997.99 [8] - Samsung's Frame Pro QLED 4K TV is discounted to $1,597.99, down from $2,097.99, offering a 24% savings [11] Group 2: LG TV Deals - The LG G5 65-inch OLED 4K TV is priced at $1,996.99, down from $2,996.99, representing a 33% discount [22] - The LG B5 65-inch OLED 4K TV is available for $996.99, making it the most affordable OLED option for 2025 [26] - The LG C5 65-inch OLED 4K TV is priced at $1,796.99, down from $2,699.99, also reflecting a 33% discount [30] Group 3: TCL TV Deals - The TCL QM6K 55-inch QLED is priced at an all-time low of $398, featuring a 144Hz refresh rate [2] - The TCL QM7K 98-inch QLED is available for $1,998, saving $300 from its original price [2] - The TCL QM6K 65-inch QLED 4K TV is priced at $497.99, down from $649.99, representing a 23% discount [35] Group 4: Hisense TV Deals - The Hisense U8QG 65-inch QLED 4K TV is priced at $998, down from $1,498, reflecting a 33% discount [43] - Hisense is noted for delivering impressive performance at competitive prices, particularly with its U8QG model [40] Group 5: Sony TV Deals - The Sony 65-inch Bravia 8 II OLED 4K TV is priced at $2,798, down from $3,499.99, representing a 20% discount [47] - The Sony Bravia 7 Mini LED QLED 4K TV is available for $1,298, down from $1,999.99, reflecting a 35% discount [52] Group 6: Amazon Fire TV Deals - The Amazon 50-inch Omni QLED 4K TV is priced at $279.99, down from $469.99, representing a 40% discount [62] - The Amazon 43-inch 4-Series 4K Fire TV is available for $194.99, down from $329.99, reflecting a 41% discount [66]