Core Insights - Guangdong products are transitioning from "Made in China" to "Intelligent Manufacturing Globally," showcasing innovation and quality as key advantages [1] - The "Guangdong Products Go Global" initiative aims to promote smart appliances and new energy vehicles internationally, reflecting Guangdong's commitment to innovation-driven consumption upgrades [1][2] Group 1: Global Market Performance - Guangdong's cross-border e-commerce import and export scale has expanded 66 times over nine years, accounting for over one-third of the national total, maintaining its position as the leading province [2] - By early 2026, Guangdong has established over 5,000 overseas branches, covering major economies across six continents, creating a comprehensive international layout [2][6] - The export value of Guangdong's home appliances reached 480 billion yuan in 2025, with a year-on-year growth of 12.3%, representing 35% of the national total [4][6] Group 2: Automotive Industry Growth - By 2025, Guangdong's new energy vehicle exports are projected to grow by approximately 120%, increasing its share of the national total to about 35% [3] - In 2025, Guangdong's automotive production is expected to exceed 5.7 million units, with new energy vehicles making up over 60% of this total [7] - BYD's ATTO 3 model is anticipated to rank among the top ten best-selling electric vehicles in Germany and France by 2025, highlighting its competitive edge in the European market [3] Group 3: Home Appliance Sector - Guangdong's home appliance industry, represented by brands like Gree, Midea, and TCL, has become a global leader through technological innovation and international expansion [4][6] - Midea has become the first domestic home appliance company to obtain the EU Product Environmental Declaration, marking a significant step towards becoming a global standard setter [9] - Gree's customized dehumidifiers have gained popularity in Southeast Asia, demonstrating the effectiveness of technology output over mere product exports [9] Group 4: Low-altitude Economy - Guangdong's low-altitude economy has surpassed 100 billion yuan, with over 15,000 related enterprises, capturing 70% of the global consumer drone market [5][8] - DJI leads the consumer drone market, while new entrants like Yihang are providing diverse low-altitude experiences [5][8] - The province has established 64 general airports and over 1,400 takeoff and landing points, enhancing its low-altitude infrastructure [8] Group 5: Cultural and Technological Impact - The internationalization of Guangdong products signifies a shift from simple product exports to technology and cultural exchange, enhancing China's global image [9] - Guangdong's products are not only recognized for their quality but also for their cultural significance, as seen in BYD's ATTO 3, which incorporates Chinese cultural elements [9][10] - The province's commitment to innovation and quality is expected to drive high-quality development and strengthen the global presence of "Chinese manufacturing" [10]

Jan. 30, 2026 Tr e n dFo r c e 集 邦 咨 询 供 应 链 调 查 结 果 显 示 ， Me t a 初 期 对 AR 眼 镜 市 场 需 求 采 取 相 对 保 守 的 态 度，除了考量过往VR装置销售的表现，也因关键光学零部件的供应仍受限。以Lumu s阵列光波 导为例，由于制程相对复杂与精密，Me t a最初的订单仅约8万台，属于测试市场水温的规模； 产 品 上 市 半 年 内 ， 拉 货 节 奏 迅 速 调 整 ， 近 期 已 扩 大 至 1 5 万 台 ， 增 幅 高 达 8 7 . 5% 。 其 余 如 Omn iVisi o n 的 Li q u i d Cr y st a l o n Sili c o n (LCoS) 、 Go e r o p ti c s 光 引 擎 组 装 ， 以 及 SCHOTT 的 光波导关键光学零部件订单，也呈阶梯式成长。 为应对逐步升温的拉货力道，上游显示与组装相关的代工体系正同步优化产线并提升良率，以 协助Me t a达成未来两年内累积5 0万台出货量的阶段性目标。 产业洞察 Tr e n dFo r c e集邦咨询表示，此一情况反 ...

一方面，2025年全国高校毕业生规模达到1222万人，青年失业率长期在16%—18%区间波动，宏观层面 的总量压力客观存在；另一方面，硬科技制造端的招聘却面临另一种焦虑。 智联招聘发布的《2025年四季度人才市场热点快报》显示，高端装备领域招聘同比增长37.3%，其中机 器人调试工程师、工业机器人工程师的增速均超过60%。 将一所职业技术大学与国内顶尖的研究型高校并列，这在以往的企业大额捐赠中并不多见。 本次捐赠的发起方是拓竹科技，一家处于高速成长期的硬科技公司。据了解，这份名单基于公司内部人 才数据的统计，这10所高校，正是其核心技术人才的重要来源地，而这笔资金，也将重点流向那些最能 培养"实战能力"的领域。 将这一动作置于当下的就业环境中，很多逻辑便不难理解。 近年来，"就业"成为最具公共情绪张力的议题。首都经济贸易大学劳动经济学院副教授张成刚近日在 《经济观察报》发表的文章中指出："岗位并非消失了，但'好找、好干、敢干的工作'的可获得性正在 下降。" 2026年1月，深圳一家高科技企业宣布了一项计划，向10所高校捐赠1亿元人民币。 在受赠名单中，可以看到哈尔滨工业大学、西安交通大学、中国科学技术大学等传 ...

Core Insights - Chinese humanoid robots, particularly from LimX Dynamics, are preparing to enter the U.S. market ahead of competitors like Elon Musk's Optimus [2][3] - LimX Dynamics has ambitious plans for global expansion, starting with the Middle East, and aims to establish local partnerships [3][5] - The humanoid robot market in China is projected to see significant growth, with Morgan Stanley doubling its sales forecast for 2025 [7] Company Developments - LimX Dynamics has raised $69.31 million as of July 2025, with notable investors including Alibaba, JD.com, and Lenovo [4] - The company has launched its humanoid robot, Oli, with a base model priced at approximately $22,660 [10] - LimX aims to enhance its technology, focusing on advanced AI capabilities to improve robot functionality [12] Market Trends - In 2022, around 13,000 humanoid robots were shipped globally, with Chinese companies leading the market [6] - Morgan Stanley's revised forecast predicts 28,000 humanoid robot sales in China for 2025, with expectations for business sales to drive growth [7] - By 2050, the Chinese humanoid market could potentially reach annual sales of 54 million units [7] Competitive Landscape - LimX Dynamics faces competition from other Chinese companies like Unitree and U.S. rival Figure AI, as the market for humanoid robots becomes increasingly competitive [5][6] - Tesla's Optimus robot is not expected to be available for public sale until late 2027, giving LimX a potential advantage in the interim [8]

NEW YORK and SEOUL, South Korea, Jan. 26, 2026 (GLOBE NEWSWIRE) -- K Wave Media (NASDAQ: KWM), a publicly traded media and entertainment company with a Bitcoin treasury, today announced the successful closing of its first acquisition since its Nasdaq listing in 2025. K Wave Media’s acquisition of Rabbit Walk, a leading visual effects, AI powered advertising, and 3D content studio, strengthens K Wave Media’s creative portfolio, broadens its global content distribution reach, and reinforces financial discipli ...

Core Viewpoint - K Wave Media aims for a revenue growth of 25 to 30 percent over the next 12 months following the acquisition of Rabbit Walk, enhancing its creative portfolio and global content distribution capabilities [1][3][7]. Group 1: Acquisition Details - K Wave Media successfully closed its first acquisition of Rabbit Walk, a visual effects and AI-powered advertising studio, marking a significant milestone in its growth strategy [1][2]. - The acquisition involved K Wave Media acquiring a 55 percent ownership stake in Rabbit Walk through the issuance of 2,633,753 ordinary shares at $2.50 per share [4]. - An additional 3 million shares may be issued to acquire the remaining 45 percent of Rabbit Walk if it achieves an operating profit exceeding ₩1.2 billion KRW (approximately $800,000 USD) in either 2025 or 2026 [5]. Group 2: Financial Performance - Rabbit Walk generated $11.7 million in revenue in 2025, with a compound annual growth rate of 22 percent from 2020 to 2025 and EBIT margins ranging from 8 to 19 percent during the same period [2]. - K Wave Media projects that Rabbit Walk will contribute approximately $15 million in revenue and $1.5 million in EBITDA in 2026 [2]. Group 3: Strategic Implications - The acquisition is expected to immediately enhance K Wave Media's growth profile and strengthen its revenue base, with a focus on maintaining strong margins and disciplined capital allocation [7]. - Rabbit Walk's advanced capabilities in visual effects, AI-powered advertising, and 3D content production will expand K Wave Media's creative and production capabilities, along with a global client roster that includes Samsung Electronics, LG Electronics, TCL, and Hisense [3][6]. Group 4: Company Background - K Wave Media is a publicly listed media and entertainment company with a Bitcoin treasury, dedicated to creating, distributing, and monetizing high-quality content across multiple platforms [8]. - Founded in 2010, Rabbit Walk has established a strong reputation in the industry, producing over 1,400 commercials and brand films for leading global brands [6][9].

TCL，其电视业务近年来可谓风生水起。通过聚焦上游面板（华星光电）和整机制造的整合，TCL电子实现了极高的 成本控制与技术落地效率。 2025年半年报显示，去年上半年，TCL电视全球出货量高达1346万台，同比增长7.6%！ 在很多人的刻板印象里，TCL或许还是那个卖彩电的老牌国企。 如今， 从面板制造到终端产品，从家庭显示到车载与 新形态应用，TCL不再是角落里的"追随者"，而是"定义者" 。 它正用一种强大的技术压强，向世界展示什么是 "中国屏"的统治力。 四十年风雨，大浪淘沙，无数英雄人物和国民品牌纷纷折腰。 TCL历经投资失败和变革阵痛，依然屹立不倒、逐步壮大，究其原因何在？ 1月20日，港股上市公司TCL电子联手索尼，抛出一则震动消费电子行业的公告。 公告显示，TCL电子将与索尼成立一家合资公司，以承接索尼家庭娱乐业务，新公司将由TCL持股51%、索尼持股 49%。 此举不仅让TCL合并市占率跃升至16.7%（超越三星的16.2%），更使其首次掌握高端影音产业链的全球主导 权。 TCL一直秉承的战略变革，究其本质到底是什么？ 如何才能通过战略变革，将企业带出险境，实现持续发展？ 2022年，TCL创 ...

I don't think people care about what their TVs look like. Sony is a storied brand and it is announced a deal to give up control of its TV business to TCL in some sort of joint partnership. >> Is it possible that the the true upside here is the $299 gigantic panel that you buy in Walmart can be better because they can steal some of Sony's tech.>> Maybe. That's what I want. I don't give a about all these expensive TVs.. ...

This is the TCL Next Paper 70 Pro. TCL's next phone coming in at about €350, which is a little bit cheaper than the €450 TCL Next Paper 60 Ultra released last November. It's made a few compromises to get here, but this cool Next Paper screen and Next Paper key to transition between them remains.That is a feature to reduce power drain and h keep it pretty chill on your eyes when you're reading at night. Now, some of those compromises I mentioned before were dropping the RAM down from 12 GB to 8. Uh, but ther ...

Core Viewpoint - Guangdong province is accelerating the development of high-quality action plans for mobile phones and AI terminals, maintaining its position as the largest mobile phone industry hub in China for 35 consecutive years [4]. Group 1: Industry Overview - Guangdong's mobile phone production reached 683 million units in 2024, accounting for 40.9% of the national total, with one in three mobile phones sold globally originating from Guangdong [4]. - The mobile phone industry cluster in Guangdong is supported by leading brands such as Huawei, OPPO, vivo, and Honor, which together form a complete industrial chain from chips to finished products [4]. - Dongguan is identified as the core area of the mobile phone industry in Guangdong, contributing 28.6% of the province's mobile phone production in 2024, with a high industry matching rate exceeding 90% [4]. Group 2: Market Dynamics - During a promotional event in Dongguan, major brands showcased 36 AI mobile phones and over 2000 products from more than 700 industry chain enterprises, indicating a strong market presence [3]. - Honor's government affairs director highlighted the importance of understanding consumer psychology and the trend of "self-satisfying consumption" in the current market [3]. - OPPO announced exclusive discounts for its new Find X9 Pro, offering a price reduction of 200 yuan compared to the discounted price during the Double Eleven shopping festival [3].