TCL科技：预计从今年底到明年世界杯期间，需求侧会有较好表现

Group 1 - The core viewpoint of the article is that TCL Technology has observed fluctuations in global supply chain inventory due to external tariff issues, impacting the pace of inventory preparation in the first half of the year [1] - In the first quarter, there was strong inventory demand, while the second quarter saw a sequential decline in demand, although overall global demand remained unchanged [1] - Starting from the third quarter, inventory demand is expected to rebound rapidly due to shopping events such as China's Double Eleven, India's Diwali, and overseas Black Friday [1] Group 2 - Looking ahead, 2026 is anticipated to be a significant year for sports events, with expectations of strong demand from the end of this year through the World Cup period [1]