李东生指出，过去二十年，中国企业从全球产业链的追赶者，成长为在新型战略产业领域开疆拓土的先 锋，同时也成为中国经济全球化的探路者（300005）。"中国企业的出海之路已从最初的产品出口，升 级为商业模式、工业能力、供应链的系统化出海。" 面对"十五五"规划新征程，李东生表示："本次大会是'敢为天下先'的深商精神与'推动正气商业力量'的 企业家精神交融互鉴的盛典。作为团结中国企业发展的重要力量，深商会和中国企业家俱乐部也必将在 此新征程上勇挑大梁，在党和国家政策的指引下，团结广大企业家，增强发展信心，勇担时代责任；持 续发挥平台作用，为企业创新成长提供高质量服务；不断壮大组织力量，汇聚更多优秀企业；充分发挥 国际联络优势，助力中国企业在全球化进程中行稳致远。" 中国经济网1月13日讯（记者 王惠绵）"当前，全球宏观经济复杂多变，中国经济正处于战略机遇和风 险挑战并存的关键阶段，'十五五'规划提出要构建现代化产业体系，中国企业要在其中发挥更为重要的 作用。"1月12日，TCL创始人、董事长李东生出席第九届深商盛典暨中国企业家俱乐部20年系列活动并 在大会主论坛发表《二十而励 向新而行》的主旨演讲。 ...

Group 1 - The global macroeconomic environment is complex and variable, with China facing both strategic opportunities and risks during this critical phase [1] - The "14th Five-Year Plan" emphasizes the need to build a modern industrial system, where Chinese enterprises are expected to play a more significant role [1] - Over the past two decades, Chinese companies have evolved from being followers in the global supply chain to pioneers in new strategic industries, contributing to China's economic globalization [3] Group 2 - TCL's globalization journey began in 1999 with its entry into Vietnam, marking 27 years of global expansion [3] - The establishment of TCL's North American regional operating center serves as a model for high-end market development, with significant investments in local R&D and manufacturing [3] - TCL ranks second in TV shipment volume in the North American market, supported by integrated local R&D, production, and marketing strategies [3]

Group 1 - The apparel and home textile sector increased by 1.42% on January 12, with Zhenai Meijia leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Notable gainers in the sector included Zhiyaomeijia, which rose by 10.00% to a closing price of 64.04, and Tianchuang Fashion, which increased by 9.97% to 9.82 [1] Group 2 - The apparel and home textile sector experienced a net outflow of 50.53 million yuan from institutional investors, while retail investors saw a net inflow of 27.64 million yuan [2] - Major stocks with significant net inflows included Haian Home, with a net inflow of 93.34 million yuan, and Kute Intelligent, with a net inflow of 54.97 million yuan [3] - Conversely, stocks like Taiping Bird and Rongmei Co. faced declines of 3.19% and 3.18%, respectively, indicating mixed performance within the sector [2]

Group 1 - The core viewpoint of the news is that Tanshan has experienced significant stock price increases in recent months, with a year-to-date rise of 11.36% and a 42.22% increase over the past 60 days [2] - As of January 12, Tanshan's stock price was 12.06 yuan per share, with a market capitalization of 10.657 billion yuan [1] - The company has two main business segments: outdoor products and semiconductor chips, with outdoor clothing contributing 63.31% to revenue [2] Group 2 - Tanshan's revenue for the first nine months of 2025 was 953 million yuan, a year-on-year decrease of 13.98%, while net profit attributable to shareholders was 33.037 million yuan, down 67.53% [2] - The company has distributed a total of 509 million yuan in dividends since its A-share listing, with 30.417 million yuan distributed in the last three years [3] - The number of shareholders decreased by 29.16% to 41,100, while the average circulating shares per person increased by 41.16% to 21,485 shares [2]

Group 1 - The core consumer group for the ice and snow season in 2024-2025 is predominantly young adults, accounting for 55.81% of the consumer base, while the younger demographic represents 14.65% but shows the highest growth rate of 31.80% year-on-year [1] - A significant portion of skiers, 65%, prefer to ski with friends, and 52% enjoy skiing with family or relatives, indicating a strong social aspect to the activity [3] Group 2 - The development of China's ice and snow equipment industry has evolved through three phases from 2016 to 2025: the foundational phase (2016-2018), the guiding upgrade phase (2019-2022), and the supportive encouragement phase (2023-2025) [6] - The policy document titled "Opinions on Stimulating the Vitality of the Ice and Snow Economy through High-Quality Development of Ice and Snow Sports" aims for the total scale of the ice and snow economy to reach 1.2 trillion yuan by 2027 and 1.5 trillion yuan by 2030, emphasizing the importance of ice and snow consumption in driving domestic demand [8]

内容概要：滑雪服是专为滑雪运动设计的服装，应具备防水、透湿和防风三重功能，以避免雪水渗透和 汗气闷积造成体温失衡。同时出于雪地搜救便利的安全考虑，会使用鲜艳炫目的色彩。滑雪服的款式分 为连体款和分体款，连体款滑雪服防雪效果好、保暖性强，但穿脱不便；分体款滑雪服穿脱灵活，大多 带防雪裙，能有效防雪进入，适配性广，适合绝大多数滑雪者。北京冬奥会极大提升了国内大众对滑雪 运动的关注和参与滑雪活动的热情，我国滑雪设施建设加速，滑雪人口快速增长，滑雪从小众高端运动 项目向大众消费市场迁移。数据显示，2024-2025雪季，我国滑雪人次创历史新高，达到2605万，同比 增长12.9%；人均滑雪次数也提升至1.92次，超过冬奥会前2020-2021雪季的历史峰值1.91次。在这样的 发展态势下，滑雪服饰有了巨大的市场需求。随着冰雪运动热潮持续攀升，滑雪服销售火爆，市场规模 稳步扩张，数据显示，2024年中国滑雪服市场规模约为44.9亿元，2025年市场规模将进一步增长至近50 亿元，同比增长9.8%。2024年抖音滑雪服销售规模达4.07亿，同比增长92%。各价格区间销售金额占比 分别为：0-500元价段份额占比19%，5 ...

Group 1 - The core viewpoint of the article highlights the emergence of Hangzhou as a significant hub for technological innovation, particularly through the publication of "Explorer: Innovation Chronicle," which focuses on private enterprises in the region [2][4] - The book is divided into six chapters, with the first chapter providing a comprehensive overview of the deep-rooted factors driving innovation in Hangzhou, including thriving innovation clusters, a unique innovation ecosystem, unwavering ideals, an optimized business environment, and a continuous supply of innovative talent [2] - The subsequent chapters feature 25 private enterprises excelling in advanced manufacturing, artificial intelligence, biomedicine, synthetic biology, and new materials, showcasing their journeys of innovation and practical efforts in line with national reforms [2] Group 2 - The chapter titled "National Heavy Equipment - Tacklers of 'Choke Point' Technologies" presents five companies, including KunTai Magnetic Suspension, that have successfully broken through core technological barriers and filled domestic gaps, thereby supporting supply chain security in critical fields like semiconductors [2][3] - The "Digital Awakening - Breakthroughs in the AI Industry" chapter focuses on five companies, such as West Lake Robotics, demonstrating how AI technology empowers various industries, with applications ranging from intelligent short video creation to augmented reality [3] - The "Life Reshaping - Innovators in Healthcare" chapter documents five healthcare companies, showcasing advancements like the first tumor origin gene testing kit in China and high-precision orthopedic surgical robots, contributing significantly to human health [3] - The "Green Leap - Leaders in the Zero Carbon Era" chapter illustrates how companies like Hangzhou Forklift Group integrate green concepts into technology development, while the "'New' Towards the Future - Disruptors of Industrial Reconstruction" chapter highlights how enterprises are competing for influence in the global supply chain through cross-industry integration and technological restructuring [3]

Core Insights - The company, Tanshan Group, was awarded the "Annual Outstanding Value Listed Company" in the 2025 New Consumption and New Economy Annual Selection, recognizing its innovative capabilities and strategic transformation in the new consumption sector [1] - The award reflects the company's dual business strategy of "outdoor + chips," which has proven to be forward-looking and feasible [1] Acquisition and Strategic Development - Tanshan Group announced the acquisition of 51% stakes in two leading chip companies, Betel and Shanghai Tongtu, for a total of 680 million yuan, marking a significant step in its strategic layout in the semiconductor and edge AI sectors [2] - This acquisition aims to establish a comprehensive "perception + display" dual-engine strategy, enhancing the company's core technology in chips and expanding into high-growth AI markets [2] - Betel has over a decade of expertise in mixed-signal chain chips, with its fingerprint recognition chip holding the top market share in smart locks, while its touch chips are integrated into leading laptop brands [2] - Shanghai Tongtu has established a competitive edge in display processing and IP licensing, with its RISC-V architecture-based SOC chip leading the high-end OLED screen market [3] - The integration of these companies will allow Tanshan Group to create a complete ecosystem from chip design to terminal solutions, aligning with the current trend of "AI + vertical scenarios" [3] Outdoor Business and Technological Integration - Tanshan Group's core outdoor business has been a solid foundation for its diversified transformation, contributing to its recognition as an outstanding value listed company [4] - The company has over 26 years of experience in the outdoor equipment sector, developing a comprehensive product ecosystem that includes extreme environment gear and collaborations with China's manned space program [4] - Tanshan Group has successfully applied aerospace-grade technology to consumer outdoor products, enhancing features like lightweight design and temperature control [4] - The company continues to innovate in outdoor smart equipment, launching products like exoskeletons and smart ski helmets that meet the growing market demand for intelligent outdoor gear [4] Future Outlook - Tanshan Group's dual business model of "outdoor + chips" is expected to continue driving value creation, transforming from a traditional equipment manufacturer to a technology group focused on chip technology and outdoor applications [5] - The synergy between the two business segments is anticipated to enhance the company's core competitiveness in the evolving landscape of technology-driven consumer markets [5]

Core Viewpoint - The company is expanding its product offerings and market presence in both the exoskeleton and semiconductor sectors, indicating a strategic diversification and growth trajectory [1] Group 1: Exoskeleton Product Development - The company has launched its second-generation exoskeleton products in key offline stores across Beijing, Xi'an, and Zhengzhou, establishing experience zones for customers [1] - An online e-commerce platform has been initiated for pre-sales of the exoskeleton products, enhancing accessibility for consumers [1] - Rental services for the exoskeleton products are now available in scenic areas such as Daocheng Yading and Jiuhua Mountain in Anhui [1] Group 2: Semiconductor Sector Expansion - The company has recently acquired two semiconductor firms, Shenzhen Betelgeuse and Shanghai Tongtu, marking a comprehensive layout in the semiconductor field with a focus on a full chain from "graphics to display to touch to perception" [1] - Shanghai Tongtu has provided core high-definition video algorithms to leading domestic AI glasses companies, showcasing the company's technological capabilities [1] - Shenzhen Betelgeuse's hover touch control chips have achieved mass production in various new consumer electronic products, indicating successful integration into the market [1]

Industry Overview - The camping tent market is experiencing significant growth driven by the rising popularity of outdoor activities and the influence of social media [1][9] - The market demand for camping tents is expected to reach 9.417 billion yuan in 2024, representing a year-on-year growth of 20.7% [1][9] - The camping economy in China is projected to reach a core market size of 213.97 billion yuan by 2024, with a total market size of 1.15545 trillion yuan [7][9] Industry Development History - The camping tent industry originated in Europe in the late 19th century, evolving with advancements in materials and technology [6] - The industry saw rapid growth during the 20th century, particularly during the post-war period and the rise of outdoor activities in the 1960s to 1980s [6] Industry Background - Camping has transitioned from a niche experience to a mainstream leisure activity, supported by policy initiatives and the growth of the tourism economy [7] - The camping industry is expanding steadily, with a forecasted market size increase to 248.32 billion yuan by 2025 [7] Industry Chain - The camping tent industry chain includes upstream raw materials (e.g., polyester fabric), midstream manufacturing, and downstream sales channels [7] Current Market Status - The camping tent market in China has grown from 5.952 billion yuan in 2015 to an estimated 32.107 billion yuan in 2024, with a compound annual growth rate of 20.59% [9] Competitive Landscape - The camping tent industry features a mix of domestic and international brands, with high-end brands like Snow Peak and Coleman leading the market [10] - Domestic brands such as MobiGarden and Camel are gaining market share by focusing on cost-effectiveness and rapid market response [10] Key Companies - MobiGarden Outdoor Products Co., Ltd. reported a revenue of 1.303 billion yuan in 2024, a decrease of 10.45% due to market conditions affecting its brand business [10][11] - Beijing Sanfu Outdoor Products Co., Ltd. achieved a revenue of 362 million yuan in the first half of 2025, reflecting a year-on-year growth of 15.66% [12] Future Trends - The camping tent market is expected to evolve towards specialization and functionality, with products tailored for specific environments and activities [13] - Smart camping tents integrating technology for comfort and energy efficiency are anticipated to become more prevalent [13] - Sustainability will drive innovation, with a focus on recyclable materials and eco-friendly practices throughout the product lifecycle [14][15]