Core Viewpoint - The article emphasizes the importance of strengthening the collaborative development of the Chengdu-Chongqing region to establish a strategic high ground for opening up to the west and participating in international competition, aiming to become a significant growth pole for high-quality development in the western region [1][2]. Group 1: Development of the Chengdu-Chongqing Region - The Chengdu International Railway Port recently celebrated the launch of the 120,000th China-Europe Railway Express, marking a significant milestone in international cooperation [2]. - The region has seen a substantial increase in foreign direct investment, maintaining the highest level in central and western China, and has established a comprehensive transportation network [3][11]. - The "Four Directions and Eight Corridors" strategic transportation corridors have been largely completed, enhancing the region's connectivity and trade capabilities [3][11]. Group 2: China-Europe Railway Express - The China-Europe Railway Express (Chengdu) has become the most frequently operated and stable service, facilitating trade with Europe and Africa [4][5]. - The railway service allows for efficient distribution of goods across multiple countries, benefiting small and medium-sized enterprises through a "shared transport" model [7]. - The railway has enabled companies like TCL to establish efficient international supply chains, significantly increasing their production and export values [8][9]. Group 3: Open Economy and Trade Expansion - Sichuan has been actively expanding its international trade, with exports surpassing 500 billion yuan for the first time in 2024, achieving record highs in foreign trade contributions [12]. - The province has developed a robust international logistics network, connecting 162 cities domestically and internationally, enhancing its role as a trade hub [5][11]. - Sichuan's open economy strategy has attracted significant foreign investment, with numerous international projects being established in the region [11][12]. Group 4: Innovation and Future Prospects - Recent innovations in logistics, such as the integration of low-altitude logistics with the China-Europe Railway Express, highlight Sichuan's commitment to high-quality development [10]. - The province aims to deepen its integration into the global economy, enhancing its competitive edge in international markets [11][13]. - Sichuan is positioned to become a central hub for the distribution of diverse products, reflecting its growing role in global supply chains [13].

Core Viewpoint - The 2025 Global Intelligent Machinery and Electronic Products Expo (AIE) is held in a groundbreaking "dual-city" model in Macau and Zhuhai, showcasing over 1,000 enterprises across a total exhibition area of 70,000 square meters, highlighting the significance of the intelligent machinery and electronics industry as a key driver of future economic development [1][3]. Group 1: Industry Context - The global technological revolution and industrial transformation are reshaping competitive landscapes, with the intelligent machinery and electronics sector being a core engine for future development [1]. - China is the largest manufacturing country and consumer market for the intelligent machinery and electronics industry, with Guangdong province being a hub for consumer electronics, smart home appliances, high-end equipment, and new energy vehicles [1]. - Guangdong produces 40% of the world's smartphones, 70% of consumer-grade drones, one-third of industrial robots, one-quarter of new energy vehicles, and one-fifth of integrated circuits [1]. Group 2: Exhibition Significance - The AIE aims to fill the gap of a major international exhibition platform in China, which lacks a globally influential large-scale exhibition despite being the largest manufacturing base and consumer market for electronics and home appliances [2]. - The success of international exhibitions like CES and IFA is attributed to the strong industrial foundation and historical advantages of Western countries, which have established these events as key platforms for defining industry futures and accelerating technological evolution [2]. Group 3: AIE's Unique Model - The AIE's "dual-city" model enhances its functionality, with the Macau venue focusing on trade connections and international exchanges, while the Zhuhai venue emphasizes manufacturing implementation and application scenarios [3]. - This design aligns with AIE's positioning as a "technology barometer, global meeting place, and industry accelerator," serving as a hub for supply chain communication and rapid marketization of technologies [3]. Group 4: Future Prospects - The establishment of a world-class exhibition brand like AIE requires long-term industrial accumulation, market cultivation, and brand building, which China is now poised to achieve [4]. - AIE is positioned to leverage the strong momentum of the Guangdong-Hong Kong-Macao Greater Bay Area, aiming to become a globally influential professional platform that leads technological trends [4].

Core Insights - The expo themed "Bay Area Intelligent Manufacturing · Global Sharing" attracted over 1,100 Fortune 500 and industry-leading companies to participate [1] - The Guangdong-Hong Kong-Macao Greater Bay Area is becoming a crucial source of technological innovation in China, transitioning from "scale advantage" to "technological advantage" [1] - TCL has invested over 60 billion yuan in R&D over the past six years and has applied for more than 110,000 patents, indicating a strong focus on building a "technological moat" [1] Industry Trends - The demand for AI in manufacturing is shifting from experimental to practical applications, with the core AI industry in Guangdong expected to exceed 220 billion yuan by 2024 [2] - The manufacturing sector is increasingly integrating AI technologies to optimize costs, enhance efficiency, and improve quality [2] - The semiconductor display industry is highlighted as a key area for technological breakthroughs, with a focus on selecting the right technological pathways amid intense global competition [1][2] Company Developments - TCL has initiated the construction of its T8 project in the printed OLED field, marking a significant step in next-generation display technology [2] - The company emphasizes the need for AI to be deeply integrated into all stages of industrial development, from manufacturing to R&D and operations [2]

（编辑 姚尧） 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，过去几年，电视大尺寸化带来需 求面积的稳定增长，而行业供给侧产能则保持相对稳定，根据第三方机构数据，大尺寸LCD稼动率中枢 逐年提升，行业供需缺口显著收敛。当前来看，由于明年是体育赛事大年，包括冬奥会和有史以来规模 最大的世界杯，下游品牌已逐渐开始备货，根据第三方机构预测，后续面板报价有望企稳回升。 ...

（编辑 丛可心 袁冠琳） 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，公司高度重视与投资者的互动交 流，针对投资者提问，均本着审慎、公平原则，严格按照信息披露相关监管要求予以认真回复。 ...

（编辑 丛可心 袁冠琳） 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，公司及管理层高度重视投资者关 系与市值工作，充分尊重并保障中小股东的知情权与参与权，始终通过合规渠道与投资者保持有效沟 通。在规范履行信息披露义务的前提下，积极通过业绩交流会、接待调研、回复互动易平台提问、接听 股民热线等多种方式与广大投资者互动交流，听取投资者对公司发展的意见建议，切实维护投资者尤其 是中小股东的合法权益。公司也将继续做好经营，规范运作，加强与投资者沟通交流，积极传递公司价 值，提升投资者对公司的关注和认可，推动公司价值与市值均衡发展。 ...

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，公司目前经营稳健，各项业务有 序开展。公司管理层将持续勤勉尽责，不断提升公司治理水平和综合竞争力，力争以更好的经营成果回 报广大投资者的信任。 （编辑 丛可心 袁冠琳） ...

（编辑 姚尧） 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，公司一直秉承透明、开放的态 度，致力于加强与投资者的沟通和交流，确保投资者能够及时、准确地获取公司的业绩信息和经营动 态。在规范履行信息披露义务的前提下，公司积极通过业绩交流会、接待调研、回复互动易平台提问、 接听股民热线等多种方式与投资者沟通交流，有效保障业绩信息的广泛传播和投资者关切的回应。 ...

Core Viewpoint - TCL Technology emphasizes the integration of business development and brand building, aiming to enhance core competitiveness and brand value through various strategic initiatives [1] Group 1 - The company is optimizing its product matrix to improve operational efficiency [1] - TCL is upgrading its service system to better meet customer needs [1] - The company is expanding its global market presence to drive growth [1] Group 2 - TCL aims to create long-term sustainable value for shareholders through the deepening of brand influence [1] - The company focuses on the dual empowerment and collaborative enhancement of operational efficiency and brand value [1]

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） ...