（文章来源：每日经济新闻） 每经AI快讯，12月15日，TCL科技(000100.SZ)公告称，公司控股子公司TCL华星拟以现金60.45亿元购 买深圳市重大产业发展一期基金有限公司持有的深圳市华星光电半导体显示技术有限公司10.7656%的 股权。本次交易完成后，公司合计控制深圳华星半导体的股权比例将由84.2105%提高至94.9761%，预 计公司盈利水平将得到有效提升。本次交易不构成关联交易，不构成重大资产重组，无需提交公司股东 会审议。 ...

TCL 科技集团股份有限公司 关于收购深圳市华星光电半导体显示技术有限公司部分股权的 公告 TCL 科技集团股份有限公司及董事会全体成员保证公告内容的真实、准确 和完整，没有虚假记载、误导性陈述或者重大遗漏。 一、交易概述 TCL 科技集团股份有限公司（以下简称"TCL 科技"或"公司"）聚焦半导 体显示、新能源光伏和半导体材料业务的核心主业发展，为进一步提升在优势显 示产线的持股比例、提升盈利能力，并巩固公司在显示行业的核心竞争力及领先 地位，公司控股子公司 TCL 华星光电技术有限公司（以下简称"TCL 华星"） 拟以现金 60.45 亿元购买深圳市重大产业发展一期基金有限公司持有的深圳市华 星光电半导体显示技术有限公司（以下简称"深圳华星半导体"）10.7656%的股 权（以下简称"本次交易"）。本次交易完成后，公司合计控制深圳华星半导体 的股权比例将由 84.2105%提高至 94.9761%，预计公司盈利水平将得到有效提升。 本次交易已经公司第八届董事会第十七次会议审议通过。根据《深圳证券交 易所股票上市规则》等相关规定，上述交易不构成关联交易，不构成重大资产重 组，本事项无需提交公司股东会审议。 ...

TCL 科技集团股份有限公司及董事会全体成员保证公告内容的真实、准确 和完整，没有虚假记载、误导性陈述或者重大遗漏。 二、备查文件 证券代码：000100 证券简称：TCL 科技 公告编号：2025-099 TCL 科技集团股份有限公司 第八届董事会第十七次会议决议公告 TCL 科技集团股份有限公司（以下简称"上市公司"或"公司"）第八届董 事会第十七次会议于 2025 年 12 月 11 日以邮件形式发出通知，并于 2025 年 12 月 15 日以通讯方式召开。本次董事会应出席董事 11 人，实际出席董事 11 人。 本次会议的召开符合《中华人民共和国公司法》（以下简称"《公司法》"）及《公 司章程》的有关规定。 一、会议以 11 票赞成，0 票弃权，0 票反对审议并通过《关于收购深圳市华 星光电半导体显示技术有限公司部分股权的议案》 详情请见与本决议公告同日发布在指定信息披露媒体上的公司《关于收购深 圳市华星光电半导体显示技术有限公司部分股权的公告》。 2025 年 12 月 15 日 1、公司第八届董事会第十七次会议决议； 特此公告。 TCL 科技集团股份有限公司 董事会 ...

文 | 《BUG》栏目 周文猛 近日，海尔、美的、小米、 TCL 等多家企业联合发声将遵守空调《空调铝强化应用研究工 作组自律公约》（下称"自律公约"），表态将全面认同并严格遵守公约各项条款，共同维 护行业整体形象与竞争力，为空调"铝代铜"技术突破与高质量发展注入动力。 值得注意的是，此次发声遵守"自律公约"的企业中，除了格力电器外，其他头部空调企业 均悉数到场。今年以来，格力电器先后多次表态"没有空调'铝代铜'计划"，在行业集体发声 遵循"自律公约"并有序推动"铝代铜"的背景下，格力的做法有些格格不入。 在与《 BUG 》栏目沟通中，格力最新回应称："目前没有'铝代铜'计划，铜材在导热性、 耐腐蚀性和长期可靠性方面具有优势，在没有 100% 把握之前，格力空调不会铝代铜"。 一方面，是整个空调行业对于"铝代铜"进展的热切观望，另一方面，却是头部厂商明确表 态"没有把握"。空调行业的"铝代铜"推进工作，道阻且长。 美的、海尔等共推"铝代铜" 格力却"缺席"了 近日举办的 2025 中国家电科技年会上，空调领域"铝代铜"创新应用及产业标准落地成为 一大重点。大会期间，由海尔、海信等企业参与的《房间空调器用铝管翅 ...

Core Viewpoint - Major air conditioning companies including Haier, Midea, Xiaomi, and TCL have committed to adhering to the "Self-Discipline Convention" for aluminum reinforcement in air conditioning, while Gree Electric has notably not joined this initiative, indicating a divergence in industry strategy regarding the "aluminum replacing copper" technology [2][3][5]. Group 1: Industry Commitment and Standards - The "Self-Discipline Convention" aims to enhance the industry's overall image and competitiveness, promoting the transition to aluminum in air conditioning systems [2]. - A significant focus at the 2025 China Home Appliance Technology Annual Conference was the innovation and standardization of aluminum applications in air conditioning, with several group standards being developed [3]. - Gree Electric's absence from the convention highlights its cautious stance on the aluminum replacement technology, contrasting with the collective commitment of other leading manufacturers [3][5]. Group 2: Gree Electric's Position - Gree Electric has reiterated its lack of plans to adopt aluminum in air conditioning until it can ensure 100% reliability, emphasizing the advantages of copper in terms of thermal conductivity and long-term reliability [5][6]. - The company has consistently expressed its concerns regarding the quality and performance of aluminum as a substitute for copper, with leadership stating that while aluminum can replace copper, it cannot guarantee the same quality [5][8]. Group 3: Technical and Economic Implications - The cost of copper can account for approximately 20% of the total cost of an air conditioner, while aluminum costs only about one-tenth of copper, suggesting significant potential for cost reduction if aluminum is successfully implemented [6]. - Despite the potential cost benefits, the physical properties of copper present challenges for manufacturers considering the switch to aluminum, leading to varied approaches among different brands [6]. - The push for aluminum replacement is also aligned with national strategies to reduce reliance on imported copper, enhancing supply chain stability [7]. Group 4: Market Dynamics and Future Considerations - The ongoing debate over aluminum versus copper has been fueled by rising copper prices, which have recently surpassed $10,000 per ton, prompting manufacturers to reconsider their material choices [8]. - Gree Electric's conservative approach may protect its brand reputation and customer trust, but it risks falling behind in a market increasingly driven by cost efficiency and material innovation [8].

Core Insights - The focus of the manufacturing industry is shifting towards the practical application of AI, aiming to bridge the "last mile" of AI implementation [1][2] - TCL anticipates that its AI applications will generate comprehensive benefits exceeding 1 billion yuan by 2025, with R&D expenses projected to reach 15 billion yuan for the year [1] - The company emphasizes the importance of investing in core competencies despite the reduced costs of AI training due to open-source models [2] Group 1: AI Implementation and Investment - TCL's CTO, Yan Xiaolin, highlighted that while open-source models like DeepSeek have significantly lowered training costs, the company plans to substantially increase its budget for large model training next year [2] - The company aims to develop "domain-specific multimodal large models," with a focus on in-house training for critical processes such as domain training and reinforcement learning [2] - TCL's R&D center in Poland is taking on significant AI development tasks, with plans to establish a 50-person team in Eastern Europe to collaborate with the Shenzhen team [2] Group 2: AI Applications and Efficiency Gains - TCL's "Xingzhi X-Intelligence 3.0" model has been successfully applied in various industrial scenarios, surpassing the capabilities of DeepSeek R1-671B in the semiconductor display domain [3] - The integration of AI in automated design has drastically reduced circuit board design cycles from 15 days to 3 days, and layout design from 3 days to 3 hours, achieving quality comparable to senior engineers [3] - The transition from Automatic Defect Classification (ADC) to Automatic Defect Repair (ADR) has enabled full automation in inspection, judgment, and repair, yielding over 50 million yuan in annual economic benefits [3] Group 3: Future of AI and Industry Perspectives - Experts indicate that current AI models have reached a "graduate level" in knowledge acquisition and understanding, with the next competitive frontier being embodied intelligence [4] - TCL maintains a cautious stance regarding the implementation of embodied intelligence in industrial settings, acknowledging that while progress has been made, there is still a significant gap to achieve the required reliability of 99.9% [4] - The industry is expected to see a pivotal year ahead as leading manufacturing companies shift their focus from technical metrics to tangible economic benefits from AI [4]

Core Insights - TCL's 2025 Global Technology Innovation Conference (TIC2025) focuses on the theme "AI for Real," showcasing the practical applications of artificial intelligence in manufacturing and other sectors [1] - The company aligns its achievements with China's "14th Five-Year Plan," emphasizing smart, green, and integrated development in manufacturing [3] - TCL has created over 1 billion yuan in comprehensive benefits through AI applications by 2025, exemplifying the transition from digitalization to intelligence in manufacturing [3] Group 1: Industrial Cluster Development - TCL has established advanced manufacturing clusters in Shenzhen, Guangzhou, and Wuhan, enhancing collaboration and efficiency in technology innovation and results transformation [4] - The Shenzhen base focuses on high-end LCD panels, the Guangzhou base on cutting-edge technologies like oxide semiconductors and printed OLEDs, and the Wuhan base on small and medium-sized display panels [4] - These clusters optimize the entire supply chain through data sharing and technical collaboration, continuously releasing cluster effects [4][5] Group 2: Industrial AI Empowerment - TCL's industrial AI platform, Gechuan Dongzhi, addresses core pain points in manufacturing by creating intelligent applications across the entire process [6] - AI visual inspection systems at TCL Huaxing have improved defect detection accuracy from 85% to 95%, saving over 50 million yuan annually [6] - The RTS intelligent scheduling system at TCL Zhonghuan has reduced unplanned downtime by 50%, enhancing equipment efficiency and flexibility while lowering production costs [6] Group 3: Value Chain Integration - TCL emphasizes the practical application of AI in products, technology, and industry to create tangible value [7] - In the B-end sector, AI is applied to the entire supply chain for quality and efficiency improvements, while also enhancing R&D processes [7] - For the C-end, TCL integrates AI into various lifestyle scenarios, such as real-time translation in AI/AR glasses and improved sleep quality through AI air conditioning [7] Group 4: Talent Ecosystem Development - TCL has launched a global AI talent recruitment initiative to attract top algorithm engineers and build a multi-tiered talent team [8] Group 5: Future Directions - As China's manufacturing sector transitions from digitalization to intelligence, TCL focuses on technological innovation, industrial clusters, and application scenarios to contribute to the country's manufacturing strength [9]

Core Insights - The 2025 TCL Global Technology Innovation Conference (TIC2025) was held in Guangzhou, focusing on the theme "AI for Real," discussing how AI can be applied in real-world scenarios to enhance efficiency and redefine various sectors such as transportation, health, and entertainment [1] - The global AI competition is intensifying, primarily centered around model parameters and computational infrastructure expansion, leading to issues like resource waste and lack of practical value creation [1] - TCL's founder and chairman, Li Dongsheng, emphasized the company's commitment to increasing AI investment, with R&D expenses expected to reach 15 billion yuan by 2025, aiming to transition from following and catching up to leading in key technology areas [1] Industry Trends - A significant number of Chinese companies are focusing on practical AI applications, integrating AI with the real economy to create tangible value, contrasting with the global trend of AI infrastructure investment and model competition [1] - The conference highlighted the importance of AI in driving innovation across the entire supply chain, manufacturing, and operational processes, enhancing efficiency and product development [1] - The ultimate goal of AI is to create measurable and sustainable value through real-world applications, rather than just generating hype or theoretical concepts [1] Key Developments - The conference announced ten exemplary AI application scenarios and initiated a global AI talent recruitment plan, showcasing advancements in multimodal models, AI-enabled material development, embodied intelligence, and digital twins [1] - Chinese Academy of Engineering academician Ding Wenhua stated that the arrival of large AI models necessitates practical applications across various industries, emphasizing the importance of AI in R&D and user interaction experiences [1]

Group 1 - JD is recruiting talent in the field of edge AI chips, focusing on integrated storage and computing AI chips for applications in robotics and smart home devices, offering salaries ranging from 40K to 100K times 20 [1] - OPPO is set to launch the "AI Miaot听" feature, which transforms articles into podcasts, enhancing user experience with a dual-person format and background music, catering to the growing preference for audio content consumption [1] - Baidu's founder, Li Yanhong, predicts that 2025 will be a pivotal year for AI application proliferation, emphasizing that the application layer will present the most opportunities for success [1] Group 2 - TCL's founder, Li Dongsheng, stated that AI, represented by large models and computing systems, is transitioning from concept to deep industrialization, becoming a key driver for future growth, with R&D expenses expected to reach 15 billion yuan by 2025 [2] - TCL aims to generate over 1 billion yuan in comprehensive benefits through the implementation of AI applications by 2025 [2] Group 3 - Beijing has launched its first online exhibition themed around AI science popularization, titled "Youth AI Adventure," providing resources for young people to understand and apply AI technology [3] - China Unicom held an AI industry innovation conference in Beijing, focusing on policy interpretation, capability release, case sharing, and ecosystem agreements to showcase its strategic layout and practical achievements in the AI field [4]

Core Viewpoint - AI is transitioning from concept to deep industrialization, becoming a key driver for future growth, as emphasized by TCL's founder and chairman, Li Dongsheng, at the 2025 TIC [1] Group 1: Industry Landscape - TCL is shifting resources towards the white goods sector to compete against traditional giants like Midea, Gree, and Haier, as well as internet brands like Xiaomi [1][4] - The white goods market is characterized by a "Matthew effect," where the strong get stronger, making TCL's ambition to enter the top tier more urgent [4][10] Group 2: AI Implementation - TCL aims to utilize AI in practical applications for air conditioners, refrigerators, and washing machines, addressing the industry's pain points of "pseudo-intelligence" [3][5] - The company focuses on energy-saving solutions, achieving a 40% reduction in energy consumption for air conditioners through a combination of small models and reinforcement learning [5][9] Group 3: Product Innovations - TCL's washing machines tackle the "iron triangle" of speed, cleanliness, and energy efficiency, achieving a 5% reduction in energy consumption and a 10% decrease in washing time [5] - The refrigerator features dual magnetic preservation technology and a deep freeze function at -40°C, enhancing food preservation for up to 15 days [5] Group 4: User Experience - TCL has integrated AI voice assistants to simplify user interaction, allowing for natural language control of appliances [6] - The company offers tailored solutions for different scenarios, such as AI sleep mode for air conditioners and AI smart washing for washing machines [6] Group 5: Competitive Advantages - TCL's advantages stem from group-level technology reuse and channel integration, allowing for stable supply and cost control amid market fluctuations [9][10] - The company has established a comprehensive channel and after-sales service team, comparable to Midea and Haier, enhancing its competitive edge [9][10] Group 6: Market Position and Goals - TCL aims to rapidly enter the mid-to-high-end market, with a focus on promoting its ice-wash products [11] - The company recognizes challenges such as brand recognition and global market expansion, acknowledging a gap in technical capabilities compared to international benchmarks [13][14]