Core Viewpoint - The article emphasizes the significance of the China International Industry Fair as a platform for showcasing advancements in manufacturing and technology, particularly focusing on the integration of computing power and industrial applications [1][20][21]. Group 1: Event Overview - The "Industrial Computing Power 'Chip' Engine Technology Seminar" will be held on September 23, focusing on the potential applications of chips in industrial scenarios and the evolution of computing power [1][5]. - The seminar aims to connect technological innovation, industry demand, and market opportunities, featuring participation from industry experts, scholars, and corporate representatives [5][9]. Group 2: Industry Context - The global landscape is undergoing a technological revolution, with computing power becoming a core productivity driver in the digital age, transforming production methods and industry structures [5][23]. - The industrial sector is experiencing unprecedented digitalization, networking, and intelligence transformation, which imposes high standards on foundational computing power [5][9]. Group 3: Seminar Agenda - The seminar will cover various topics, including: - Storage root technology for data storage in Chinese manufacturing [6]. - Industrial big data from governance to value realization [7]. - Predictive maintenance 2.0 focusing on fault warning and lifespan calculations [7]. - The role of FPGA chips in the "Robot+" era [7]. - Accelerating IIOT solution implementation [7]. - A roundtable forum for discussion [7]. Group 4: Participant Composition - The seminar will feature prominent companies such as Huawei, ZTE, and BYD, alongside international industrial giants like Siemens and Bosch, highlighting the event's professional and international caliber [9][10]. - The diverse participation from various industry organizations and enterprises underscores the strategic importance of industrial computing power across different sectors [10].

Core Viewpoint - The article highlights the growing trend of display module manufacturers, including TCL Huaxing, BOE, and AUO, establishing production capacities in Vietnam and Thailand to meet the demands of major IT brands like Dell and HP, reflecting a strategic shift in the global display industry [10]. Group 1: TCL Huaxing's Expansion - TCL Huaxing's new module factory in Vietnam is expected to achieve mass production by September 2023, primarily serving the IT product market [1]. - The company has planned display (MNT) and laptop (NB) module capacities in Vietnam, both set to enter mass production in the second half of 2023 [1]. Group 2: Competitors' Strategies - Other panel manufacturers, including BOE, AUO, and LG Display, are also establishing display and laptop module capacities in Vietnam, with some already reaching mass production status [2]. - AUO, LG Display, and BOE are utilizing different strategies for capacity expansion, with AUO and LG Display achieving mass production, while BOE's capacity is expected to reach mass production by Q3 2025 [3][5]. Group 3: Investment in Overseas Projects - Companies like Tianma Microelectronics and Hanbo High-tech are investing in overseas display module projects, with Tianma planning a factory in Thailand with an investment of 1.08 billion yuan [8]. - Hanbo High-tech's factory in Vietnam aims for a monthly capacity of 1.4 million backlight sources and 500,000 LCMs, expected to be fully automated by 2025 [8]. Group 4: Market Dynamics - The article notes that the capacity layout of liquid crystal modules reflects the current global display industry landscape, with leading companies extending their production lines to overseas locations to mitigate supply chain risks and adapt to international trade changes [10]. - The ongoing technological innovations and capacity expansions in the display module sector are anticipated to drive a new wave of growth and transformation [10].

Market Overview - On August 1, the optical optoelectronics sector rose by 0.17% compared to the previous trading day, with Geberga leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Gainers in Optical Optoelectronics - Geberga (835438) closed at 22.23, up 8.54% with a trading volume of 150,000 shares and a turnover of 324 million yuan [1] - Yingfeite (300582) closed at 14.13, up 7.21% with a trading volume of 257,800 shares and a turnover of 357 million yuan [1] - Aorui De (600666) closed at 4.04, up 6.32% with a trading volume of 3,122,200 shares and a turnover of 1.227 billion yuan [1] Top Losers in Optical Optoelectronics - Dongtianwei (301183) closed at 65.84, down 6.56% with a trading volume of 105,400 shares and a turnover of 703 million yuan [2] - Tengjing Technology (688195) closed at 46.76, down 3.49% with a trading volume of 59,500 shares and a turnover of 281 million yuan [2] - Aobi Zhongguang (688322) closed at 72.38, down 2.02% with a trading volume of 79,700 shares and a turnover of 584 million yuan [2] Fund Flow Analysis - The optical optoelectronics sector experienced a net outflow of 448 million yuan from institutional investors, while retail investors saw a net inflow of 403 million yuan [2] - Major stocks like Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, but a net outflow from retail investors [3] Individual Stock Fund Flow - Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, while retail investors experienced a net outflow of approximately 96.9 million yuan [3] - Yingfeite (300582) saw a net inflow of 36.1 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

TCL科技（000100）副总裁、TCL华星CEO赵军在Chinajoy2025期间接受智通财经记者采访时表示，今 年全球电竞显示器零售市场预计同比增长34%，上半年全球游戏本电脑零售市场预计同比增长15%。问 及目前市场较关注的TV面板供需走势，赵军告诉记者，公司预测Q3TV面板的出货量相对Q2或将环比 增长3-4%；另外，通过二季度的稼动率下调，行业库存得到有效去化，目前处于健康水平。(智通财经) ...

Group 1 - The photovoltaic sector has seen a significant rise, with companies such as Shuangliang Energy, Daqo New Energy, Huamin Co., Tongwei Co., TCL Zhonghuan, and Hongyuan Green Energy experiencing notable gains [1] - Various photovoltaic ETFs, including the Photovoltaic ETF Index Fund and the Photovoltaic 50 ETF, have increased by over 2% [1] - The top ten weighted stocks in the photovoltaic ETFs include Yangguang Electric, Longi Green Energy, TCL Technology, and others [2] Group 2 - The market currently has ten ETFs tracking the CSI Photovoltaic Industry Index, with the Huatai-PB Photovoltaic ETF leading in size at 12.206 billion [3] - The Ministry of Industry and Information Technology has issued a notice regarding energy-saving inspections in the polysilicon industry, emphasizing the need for compliance by September 30, 2025 [4] - The current price range for polysilicon is between 45,000 and 52,500 yuan per ton, with potential structural opportunities in downstream segments like silicon wafers and battery cells [4][5] Group 3 - The photovoltaic industry is viewed as a key area for the "anti-involution" strategy, with expectations for improved price stability and market conditions as excess capacity is addressed [5][6] - There is a consensus that the market has moved past the phase of extreme volatility driven by policy expectations and is now in a price platform period [5] - The anticipated effects of the anti-involution policies are expected to enhance market confidence and potentially lead to a new upward trend in the industry [6]

Core Viewpoint - TCL Technology is significantly increasing production capacity in India and expanding operations in Vietnam to enhance its service offerings in the IT product sector [1] Group 1 - The factory in India commenced mass production in 2022, with expectations for a substantial increase in output in 2023 [1] - A module factory is under construction in Vietnam, primarily aimed at servicing IT products, with mass production anticipated to start in September [1]

接受第一财经等媒体采访时，TCL科技高级副总裁、TCL华星首席执行官赵军表示，公司在印度的工厂 2022年量产，今年印度工厂的产出将有大幅度提升。越南模组厂正在建设，主要服务IT产品，预计9月 量产。 越南模组厂正在建设，主要服务IT产品。 ...

证券日报网讯 TCL科技（000100）7月31日在互动平台回答投资者提问时表示，公司聚焦半导体显示业 务、新能源光伏和半导体材料业务的核心主业发展，致力于成为全球领先的科技产业集团。 ...

他总结，未来，在技术和产品我们还有更多挖掘的空间，包括技术、形态上都会给用户带来新的体验， 包括我们这次cj和客户给大家带来的裸眼3D显示器，能给用户带来不一样的体验，我们希望通过技术的 升级和产品的升级来引导行业往健康的方向发展，我们希望行业往越来越好的方向发展。（新浪科技） 【直击CJ | #TCL高管称卷价格不如卷体验#】第二十二届ChinaJoy将在上海新国际博览中心盛大启幕。 当被问及如何看待显示行业价格战这一情况时，TCL科技高级副总裁、TCL华星首席执行官赵军表示， 价格战现象长期存在，我们去谴责他，讨厌他也没什么用，这是阶段性的现象，针对这种情况，我们的 想法第一是与其单纯卷价格不如卷体验、卷性能，比如今年国内电竞显示器市场不是单一的价格战趋 势，比如国内第一季度达到258万台，这其中4k高端涨幅75%，远高于大盘增长，随着产品规格的跃 升，体验越来越好，我相信价格战不是趋势，我们希望更多通过技术和产品升级来避免单一价格战对我 们自身的影响。 ...

Core Viewpoint - The price war in the display industry is a long-standing phenomenon, and rather than condemning it, companies should focus on enhancing experience and performance to mitigate its impact [1] Industry Summary - The 22nd ChinaJoy will take place from August 1 to 4 at the Shanghai New International Expo Center [1] - The domestic esports monitor market saw significant growth, with 2.58 million units sold in the first quarter, indicating a shift towards higher-end products [1] - The 4K high-end segment experienced a 75% increase, significantly outpacing the overall market growth [1] Company Summary - TCL Technology's Senior Vice President and CEO of TCL Huaxing, Zhao Jun, emphasized the importance of technological and product upgrades over price competition [1] - The company believes that improving product specifications and user experience is a more sustainable approach than engaging in price wars [1]