TZE(SZ:002129) Xin Lang Cai Jing·2025-10-17 14:35Group 1 - The company TCL Zhonghuan (002129.SZ) has established a partnership with MAXEON, a subsidiary of Total, since 2019 to create a global manufacturing and sales network, moving beyond the capacity competition in the industry [1] - Recently, TCL Zhonghuan's subsidiary has secured a 7.63MW order for high-adaptability components in Morocco, indicating a positive return on technology and product strength [1] - The company plans to adjust its operational strategies in response to market changes, focusing on cost reduction and enhancing customer loyalty and market share to strengthen its competitive position [1] Group 2 - The company aims to achieve breakthroughs in key technologies such as BC batteries to ensure financial health and sustainable operations [1] - The industry is experiencing a trend of "anti-involution," which is expected to positively impact the company's future performance [1]