Zheng Quan Shi Bao Wang·2025-10-24 02:32Core Insights - The electronic information manufacturing industry is a key area for modern industrial systems and new productivity development, with a strong growth trend observed in the first eight months of the year, where the added value of large-scale electronic information manufacturing increased by 10.8% year-on-year [1] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have jointly released the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry (2025-2026)," presenting new development opportunities for the industry [1][4] Industry Growth and Policy Response - In August, the added value of large-scale electronic information manufacturing increased by 9.9% year-on-year, indicating a robust industry performance [1] - Several listed companies are actively responding to policy guidance by exploring AI-enabled business transformations and technological innovations to address industry challenges [1] AI Integration and Technological Innovation - TCL Technology is leading in the semiconductor display sector, focusing on integrating AI with terminal products, addressing power consumption issues through innovative technologies like LTPO adaptive partition refresh technology [5] - The AI system developed by TCL has significantly reduced defect detection rates by 85% and improved efficiency in product development by over 90% [5] - Hytera, a leader in professional communication equipment, is also integrating AI into its solutions, enhancing public safety and low-altitude communication capabilities [6] Supply Chain and Core Technology Development - Hytera has established a multi-layered protection system for supply chain security, achieving over 80% localization of core materials, thus reducing reliance on imports [8] - Both TCL and Hytera emphasize the importance of continuous R&D investment and industry collaboration to drive high-quality development in the electronic information manufacturing sector [7] Addressing Industry Competition - The "Action Plan" aims to address "involution" in the industry by promoting fair competition and discouraging low-price strategies that compromise product reliability [10] - Hytera advocates for a value-based competition approach, focusing on customer needs and application scenarios, while also highlighting the importance of reliability and security in extreme environments [10] - TCL is implementing differentiated strategies across its business sectors to strengthen its market position, including acquisitions to enhance its competitive edge [11]