证券日报网讯 12月4日，TCL科技在互动平台回答投资者提问时表示，公司十分理解投资者对股价的关 切和对公司经营的关心，也将一如既往地加强与投资者的沟通。股价波动受多重因素影响。目前公司生 产经营正常，各项业务稳健运行。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月4日，TCL科技在互动平台回答投资者提问时表示，公司始终秉持"奋楫扬帆，激流 勇进"的精神，以"战略牵引，创新驱动，先进制造，全球经营"为经营理念，致力于将半导体显示、新 能源光伏与半导体材料三大核心业务做强做优。目前公司各业务经营稳健，未来将持续通过深耕主营业 务、优化资产结构、提升经营效率、强化股东回报等多方面举措，不断提升企业盈利能力和核心竞争 力，推动公司内在价值与市场价值的动态平衡，努力为投资者创造长期可持续的回报。 ...

Group 1 - The main point of the article highlights that on December 3rd, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 452.5 billion yuan, with the ChiNext board seeing a net outflow of 211.17 billion yuan and the CSI 300 index stocks a net outflow of 103.53 billion yuan [1] - Among the 25 declining industries, the media and computer sectors both fell over 2%, while real estate, retail, comprehensive, and defense industries also saw declines exceeding 1% [1] - Only two industries received net inflows from main funds, with the non-ferrous metals industry leading at 2.99 billion yuan, followed by the coal industry with over 45 million yuan [1] Group 2 - The stock N China Uranium saw a net inflow of 3.671 billion yuan, marking a significant increase of over 280% on its first trading day [2][3] - Tianfu Communication ranked second with a net inflow of 1.369 billion yuan, with its stock price rising over 7% [2][3] - BOE Technology Group had a net inflow of 1.084 billion yuan, the highest since June 15, 2022, driven by anticipated high operating rates and stable product prices [2] Group 3 - ZTE Corporation led the net outflow with 2.148 billion yuan, continuing a trend of outflows for two consecutive days [4][5] - Pingtan Development experienced a significant drop of 9.91%, with a net outflow of 1.825 billion yuan [4][5] - The semiconductor sector, represented by companies like Saiwei Electronics, saw a decline of over 19%, with a net outflow of 1.145 billion yuan [4][5] Group 4 - In the tail end of trading, the main funds saw a net outflow of 37.35 billion yuan, with the ChiNext board experiencing a net outflow of 14.66 billion yuan [6] - N China Uranium led the tail end net inflow with 274.15 million yuan, followed by Aerospace Development with 239.11 million yuan [6][7] - ZTE Corporation and Zhongji Xuchuang had significant tail end outflows of 2.23 billion yuan and 1.87 billion yuan, respectively [8][9]

【环球网科技综合报道】"粤港澳大湾区已成为中国科技创新的重要策源地，拥有具有活力的产学研生态，正从'规模优势'加速迈向'技术优势'，并依托坚实 的制造体系、完善的供应链支撑能力，持续向价值链上游攀升。"12月4日，在首届全球智能机械与电子产品博览会（AIE）主旨论坛上，TCL科技COO王成 表示。 本届AIE博览会在珠海、澳门双城开幕，以"湾区智造・全球共享"为主题，聚焦智能机械与电子领域的前沿技术，吸引了超1100家世界500强、中国500强等 国际国内知名企业，覆盖智能家居与健康科技、智能装备与工业互联网等多个核心领域，旨在为全球智能科技、智能制造打造高端交流平台。 王成在论坛上作《全球品牌 湾区创造》主旨演讲，分享了TCL作为大湾区代表性先进制造企业，在AI时代的战略布局与实践成果。他强调，植根湾区创新 沃土，经过44年发展，TCL已成长为全球化先进制造集团，正通过前沿技术突破、AI赋能产业、生态联盟与全产业链集群构建，推动电子信息产业发展。过 去六年TCL累计研发投入超过600亿元，累计申请专利超11万件，覆盖关键战略技术、材料技术、装备技术和器件工艺技术等领域。 在推动技术从0到1突破的同时，TCL ...

当前的家电行业，正悄然经历一场从"硬件比拼"到"生态与科技"的升维竞争。领先品牌们已不再满足于单一产品的功能迭代，转而围绕"智慧生态协 同"与"绿色低碳科技"两大核心，构筑新的竞争壁垒。接下来，本期世研消费指数将深入解读这场变革中的关键玩家与前沿趋势。 | = | 创维 | 创维 | 1.01 | | --- | --- | --- | --- | | 12) | Panasonic | 松下 | 0.99 | | 13 | LittleSwan | 小天鹅 | 0.94 | | 14 | SUPOR 苏泊尔 | | 0.93 | | 15 | SIEMENS | 画门子 | 0.78 | | 数据周期: 2025/7-8月度数据 A C | complete the finance of the property of the control of the control of the more of the many of the many of the | | | 图源：世研大消费指数 本次监测周期内，石头科技、华凌和海尔分别以1.76、1.49和1.39的综合热度指数位列榜单Top3。 家电品牌聚焦智 ...

Investment Rating - The report maintains an "Increase" rating for the optical and optoelectronic industry [4] Core Viewpoints - The panel industry is showing signs of price stabilization, with expectations for a rebound in prices as the peak stocking season approaches, particularly ahead of the Chinese New Year [1] - The upcoming "tax refund wave" in the U.S. and the 2026 World Cup in North America are anticipated to stimulate demand for large-sized panels, especially those 50 inches and above, as consumers upgrade their televisions for viewing sports events [2] - Supply-side improvements are expected due to seasonal maintenance by domestic panel manufacturers and the exit of South Korean manufacturers from certain production lines, which may lead to a price recovery in the panel industry [3] Summary by Sections Industry Overview - The report highlights that the panel industry is on the verge of a turnaround, with price stabilization expected in December 2025 for various sizes of television panels, while a slight decrease in price for 65-inch panels is projected [1] - The report cites data from Omdia, predicting that prices for 32/43/50/55-inch television panels will stop declining by December 2025, with a potential increase of $1-2 for non-strategic customers for 55/65/75-inch products [1] Demand Drivers - The anticipated tax refunds in the U.S. are expected to increase disposable income for consumers, which could drive demand for large-sized panels [2] - The World Cup is projected to create a significant demand spike for large television panels, with procurement peaks occurring 6-9 months prior to the event [2] Supply Dynamics - Seasonal maintenance activities by domestic manufacturers typically lead to a decrease in production rates around the Chinese New Year, which may further tighten supply [3] - The exit of LG Display from certain production lines is expected to contribute to a more favorable supply environment for the panel industry [3] Investment Recommendations - The report suggests focusing on domestic panel industry players, specifically mentioning companies such as BOE Technology Group, TCL Technology, and Rainbow Technology as potential investment targets [3]

"跨境理财通"是大湾区推动金融市场互联互通的重要机制之一。记者从广东证监局获悉，截至2025年9月末，粤港澳大湾区参与"跨境理财通"个人投资者 16.98万人，包括港澳投资者5.37万人，内地投资者11.61万人；"跨境理财通"投资者人数较券商试点前增长34.4%，特别是内地投资者增长57.3%。"跨境理 财通"的落地，有力地推动了金融高水平开放。 金融枢纽的建设离不开强大的金融机构。截至2025年9月底，广东辖区证券公司净资本达1393.6亿元，总资产规模1.01万亿元，净资产规模1805.75亿元， 分别较2020年末增长33.13%、90.83%和43.06%。"十四五"时期，广东辖区金融机构整体综合实力显著增强。 着力推进投顾业态发展，是广东落实资本市场投资端改革的关键环节，也是推动行业机构加快财富管理转型的重要举措。2023年，广东证监局支持广州市 推动设立广州投资顾问学院、广州投资顾问研究院、广州投顾产业链投资公司三家机构，累计为全国129家证券、基金、银行、独立销售等机构提供转型 赋能服务。 广东是我国经济第一大省，也是资本市场最为活跃的地区之一。"十四五"时期，广东辖区（不含深圳，下同）资本市 ...

金融枢纽的建设离不开强大的金融机构。截至2025年9月底，广东辖区证券公司净资本达1393.6亿元，总资产规模1.01万亿元，净资产规模1805.75亿元，分别较2020 年末增长33.13%、90.83%和43.06%。"十四五"时期，广东辖区金融机构整体综合实力显著增强。 大湾区金融枢纽建设成果涌现 《粤港澳大湾区发展规划纲要》提出，将粤港澳大湾区打造成"国际金融枢纽"。六年来，从"大湾区金融30条"到"横琴金融30条"，再到今年发布的"南沙金融30 条"，一系列金融支持政策在粤港澳大湾区相继落地，取得多项扎实成果。 "跨境理财通"是大湾区推动金融市场互联互通的重要机制之一。记者从广东证监局获悉，截至2025年9月末，粤港澳大湾区参与"跨境理财通"个人投资者16.98万 人，包括港澳投资者5.37万人，内地投资者11.61万人；"跨境理财通"投资者人数较券商试点前增长34.4%，特别是内地投资者增长57.3%。"跨境理财通"的落地，有 力地推动了金融高水平开放。 身处改革开放前沿阵地的南粤大地，广东企业敢为人先，资本市场"首单""首例"现象密集涌现，多项改革创新措施落地见效。展望"十五五"，广东资本市场将 ...

（文章来源：证券日报） 证券日报网讯 12月3日，TCL科技在互动平台回答投资者提问时表示，展望2026年，在体育赛事的催化 下，预计电视面板需求，尤其是大尺寸电视面板需求将得到较好拉动。 ...

Market Overview - The Shanghai Composite Index fell by 0.51% on December 3rd, with six industries rising, led by transportation and non-ferrous metals, which increased by 0.69% and 0.63% respectively. The media and computer sectors experienced the largest declines, down by 2.86% and 2.26% respectively [2] Capital Flow Analysis - The net outflow of capital from the two markets reached 57.883 billion yuan, with only three industries seeing net inflows. The non-ferrous metals industry had a net inflow of 4.407 billion yuan, followed by coal with 0.235 billion yuan, and transportation with 0.00533 billion yuan [2] - A total of 28 industries experienced net outflows, with the computer industry leading with a net outflow of 9.185 billion yuan, followed by the electronics industry with an outflow of 8.163 billion yuan. Other industries with significant outflows included power equipment, communication, and media [2] Electronics Industry Performance - The electronics industry declined by 0.93%, with a total net outflow of 8.163 billion yuan. Out of 471 stocks in this sector, 95 rose, including 5 that hit the daily limit, while 368 fell [3] - Within the electronics sector, 115 stocks saw net inflows, with 14 stocks receiving over 100 million yuan. The top inflow was from BOE Technology Group, which attracted 1.134 billion yuan, followed by Huaying Technology and TCL Technology with inflows of 0.940 billion yuan and 0.743 billion yuan respectively [3] - The stocks with the largest net outflows included Sai Microelectronics, Shannon Microelectronics, and Changying Precision, with outflows of 1.125 billion yuan, 0.841 billion yuan, and 0.807 billion yuan respectively [3][5] Top Gainers in Electronics - The top gainers in the electronics sector included: - BOE Technology Group: +3.87%, turnover rate 3.54%, net inflow 1.134 billion yuan - Huaying Technology: +10.02%, turnover rate 18.93%, net inflow 0.940 billion yuan - TCL Technology: +4.08%, turnover rate 3.93%, net inflow 0.743 billion yuan [4] Top Losers in Electronics - The top losers in the electronics sector included: - Sai Microelectronics: -19.56%, turnover rate 32.06%, net outflow -1.125 billion yuan - Shannon Microelectronics: -2.99%, turnover rate 8.13%, net outflow -0.841 billion yuan - Changying Precision: -6.35%, turnover rate 11.37%, net outflow -0.807 billion yuan [5]