TCL TECH.(SZ:000100) Tai Mei Ti A P P·2025-12-12 08:57Core Insights - TCL is focusing on the practical application of AI technology, emphasizing the theme "AI for Real" at the 2025 Global Technology Innovation Conference, aiming to create tangible value rather than just theoretical concepts [2][3] - The company plans to increase its R&D expenditure to 15 billion yuan by 2025, with a total of 110,000 patent applications, including 19,000 PCT patents, indicating a strong commitment to innovation [3][4] Group 1 - The rapid development of AI technology is reshaping the global industrial landscape and is seen as a key competitive factor for future enterprises [2] - TCL has made significant strides in key core technology areas, transitioning from following to leading in some aspects, although it acknowledges a gap compared to international industry benchmarks [2] - The focus of global AI competition is currently on model parameters and the expansion of computing infrastructure, leading to issues such as resource waste and lack of practical application [2] Group 2 - TCL's product lineup, including TVs, smartphones, and AR/AI glasses, has integrated AI technology, enhancing the core value of consumer products [4] - In the semiconductor display sector, TCL's X-Intelligence 3.0 model ranks first in the display field and 11th globally, demonstrating its advanced capabilities in product development and efficiency improvements [4] - The company has initiated a global AI talent recruitment plan to enhance its technological innovation and collaborative capabilities within the industry [4]