TCL TECH.(SZ:000100) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-29 06:16Core Insights - The article discusses the rising global economic and trade uncertainties and the need for Chinese enterprises, particularly those in the Guangdong-Hong Kong-Macao Greater Bay Area, to adapt their strategies for global expansion [2] Group 1: New Strategies for Global Expansion - Li Dongsheng, founder and chairman of TCL, advocates for a shift from "overseas layout" to "local rooting" for Chinese companies, aiming to break traditional "overseas production and sales" models [2] - TCL announced an investment of 29.5 billion yuan to build an 8.6-generation printed OLED display panel production line in Guangzhou, which is expected to strengthen China's competitive position in the global new display industry [2] - The Greater Bay Area is highlighted as a hub for innovation, housing 76,000 national high-tech enterprises and leading the nation in R&D investment intensity, providing a fertile ground for innovation [2] Group 2: Performance and Future Outlook - In the first half of the year, TCL reported total revenue of 172.8 billion yuan, a 12% increase, with overseas revenue reaching 81.7 billion yuan, up 15%, accounting for approximately 50% of total revenue [3] - The company emphasizes the importance of transitioning from "product output" to "capability output" and "ecosystem establishment" to enhance global business and drive exports [3] - Over the past five years, TCL has invested a total of 82.5 billion yuan in Guangdong, focusing on upgrading its global strategy from leading in quantity and market share to excelling in comprehensive competitiveness and operational efficiency [3]