TCL TECH.(SZ:000100) Huan Qiu Wang·2026-02-05 22:44Core Insights - The 2026 Milan-Cortina Winter Olympics has showcased the increasing visibility and influence of Chinese companies in international high-end sports markets, driven by technological innovation and a robust domestic industry chain [1][7] Group 1: Company Participation - Xiamen Beier Fiber Products Co., Ltd. is a key supplier for the Winter Olympics, producing high-end carbon fiber and aluminum alloy ski poles, with a focus on creating the lightest and strongest products [3][4] - The company has reduced the weight of its ski poles from 63 grams per meter in 2010 to 48 grams currently, aiming for 45 grams in the future, which significantly impacts athletes' performance [3][4] - TCL is providing advanced display products for the Olympics, including hundreds of large-screen TVs and AI smart appliances for the Olympic Village, enhancing the viewing experience for athletes and spectators [6] Group 2: Industry Growth - The participation of Chinese companies in the Winter Olympics reflects a significant shift in the ice and snow sports equipment market, which was previously dominated by foreign brands [7][8] - The number of Chinese companies in the ice and snow equipment sector has increased from approximately 300 in 2015 to around 900 in 2023, with sales revenue growing from less than 5 billion to about 22 billion [7][8] - The successful hosting of the Beijing Winter Olympics has catalyzed the development of the domestic ice and snow industry, leading to increased R&D investment and technological advancements [7][8] Group 3: Technological Innovation - Alibaba Cloud is enhancing the Winter Olympics experience through its AI technology, which aims to eliminate the "digital divide" and improve coordination among global delegations [5] - The cloud infrastructure provided by Alibaba is crucial for managing logistics and transportation during the event, addressing unprecedented challenges due to the geographical spread of the venues [5]