TCL李东生：将中国制造产业优势，扩展到全球

Core Viewpoint - Tijuana, located on the US-Mexico border, is emerging as a critical hub for cross-border manufacturing and trade, with a focus on electronics, automotive, and medical devices, as global supply chains are restructured, making Mexico a key destination for Chinese companies like TCL [1][10] Group 1: Globalization and Market Strategy - TCL's approach to globalization is not merely market expansion but involves long-term planning around industrial capabilities and organizational structure, establishing regional operational centers to enhance its global operational system [4][5] - The company aims to create five localized TCL entities globally, enhancing brand influence and supporting global business expansion through local production and supply chains [4][5] - TCL's overseas sales now account for 60% of its smart terminal business, indicating that international markets are crucial for revenue and profit growth [5][11] Group 2: Challenges and New Cycles - TCL identifies two overlapping new cycles: a new global economic pattern and a technological transformation, both presenting challenges and opportunities for Chinese enterprises [5][6] - The shift towards localization and regionalization in global trade rules is reshaping the global economic landscape, which could benefit Chinese companies while also posing challenges [5][10] Group 3: Industrial Capability Building - The logic of overseas expansion is shifting from mere production to collaborative capability building, with TCL focusing on establishing local supply chains and enhancing local manufacturing capabilities [7][9] - TCL's manufacturing base in Mexico, particularly the MOKA factory, has evolved from initial capacity expansion to enhancing profitability, with an annual production capacity now reaching approximately 3 million units [8] Group 4: New Trade Ecosystem - The global manufacturing system is characterized by interdependence among industries and economies, with recent trade tensions complicating this ecosystem, yet fostering industrial development in countries like Mexico and Vietnam [10][11] - Chinese companies, including TCL, are playing a pivotal role in this new trade ecosystem, enhancing their survival and competitiveness in the global market [10][11] Group 5: Competitive Landscape - The competition in the consumer electronics market is intensifying, with TCL emerging as a leading player, facing challenges from both domestic and international brands [11][12] - The necessity for Chinese companies to engage in international competition is underscored by domestic market pressures and the need for differentiation in global markets [11][12]