Core Viewpoint - TCL Huaxing has made significant advancements in gaming display technology, showcasing its new MNT display technologies at the 2025 ChinaJoy exhibition, emphasizing the importance of player experience and evolving demands in the gaming industry [1][4]. Group 1: Technology Innovations - TCL Huaxing introduced the HVA Fast, HVA Black, and HFS Shoot display technologies, which cater to different gaming needs, achieving a response time of 1ms and offering a wide range of screen sizes from 34 inches to 57 inches [3]. - The HVA Black technology boasts an industry-leading native contrast ratio of 5000:1, providing cinematic-level color and light reproduction, and supports refresh rates of up to 500Hz [3]. - HFS Shoot technology combines high resolution, high refresh rate, and high image quality, addressing the needs of various FPS gamers while allowing for easy switching between 2D and 3D displays [3]. Group 2: Market Trends and Player Demands - The gaming display market is shifting from performance-driven to experience-oriented demands, with players seeking personalized features such as image quality, eye protection, and eco-friendliness [6]. - TCL Huaxing's APEX brand focuses on enhancing visual experiences, ensuring visual health, promoting sustainability, and fostering future innovations in display technology [6][7]. - The company aims to leverage its technological advantages in image quality, eye care, and green initiatives to meet the evolving needs of gamers and stimulate growth in the gaming display industry [7]. Group 3: Partnerships and Collaborations - TCL Huaxing collaborated with major brands like Samsung, Lenovo, ASUS, and others to showcase a variety of gaming products at ChinaJoy, highlighting the integration of its display technologies [1][6]. - The partnership with Samsung introduced new models in the Gyeonggi series, which utilize TCL Huaxing's display solutions, further solidifying its position in the gaming display market [6].

Core Viewpoint - TCL Huaxing aims to establish a new growth pole in the esports display industry by showcasing its latest esports display technology and products at ChinaJoy 2025, emphasizing immersive experiences and technological advancements in the esports sector [1][6][21]. Group 1: Event Overview - The 22nd China International Digital Interactive Entertainment Exhibition (ChinaJoy 2025) opened on August 1, featuring TCL Huaxing with the theme "Screen Defines Dimension, Passion Fully Open" alongside partners like Samsung, Lenovo, and LG [1][17]. - A grand opening ceremony was held at TCL Huaxing's exhibition area, attended by executives from various leading tech companies [3]. Group 2: Market Position and Strategy - TCL Huaxing has achieved the highest global market share and shipment volume in esports MNT displays from 2022 to 2024, with one in three esports monitors using TCL Huaxing screens [6]. - The company plans to continue developing a full range of esports products across various devices (mobile, tablet, laptop, monitor, Gaming TV) to meet global consumer demands [21]. Group 3: Technological Innovations - TCL Huaxing introduced new esports display technologies, including HVA Fast, HVA Black, and HFS Shoot, designed to cater to different gaming needs [8][11]. - The HVA Fast technology offers a response time of 1ms and features ultra-wide screens, while HVA Black boasts a native contrast ratio of 5000:1, and HFS Shoot combines high resolution, refresh rate, and quality [11][12]. Group 4: Consumer Experience Focus - The demand for esports displays is shifting from performance-driven to experience-oriented, with consumers seeking personalized features such as image quality, eye protection, and sustainability [7]. - TCL Huaxing's APEX brand focuses on enhancing user experience through advanced display technologies that prioritize visual health and environmental sustainability [7][12]. Group 5: Collaborative Efforts - TCL Huaxing collaborates with major brands to showcase a variety of esports products, enhancing user experience through a comprehensive ecosystem [17][20]. - The launch of Samsung's new gaming monitors coincided with TCL Huaxing's technology release, highlighting the partnership's significance in advancing display technology [12][15].

Core Viewpoint - TCL Huaxing aims to establish a new growth pole in the esports display industry by showcasing its latest esports MNT display technology at ChinaJoy 2025, collaborating with major brands to enhance user experience in the esports sector [1][22]. Group 1: Event Overview - The 22nd China International Digital Interactive Entertainment Exhibition (ChinaJoy 2025) opened with TCL Huaxing presenting its theme "Screen Defines Dimension, Passion Unleashed" alongside partners like Samsung, Lenovo, and LG [1][16]. - A grand opening ceremony featured key executives from TCL Huaxing and partner companies, highlighting the collaborative effort in advancing display technology [3][14]. Group 2: Market Position and Strategy - TCL Huaxing has achieved the global number one market share and shipment volume in esports MNT displays from 2022 to 2024, with one in three esports monitors using TCL Huaxing screens [5][22]. - The company plans to continue expanding its esports product line across various formats, including mobile, tablets, laptops, monitors, and gaming TVs, to meet global consumer demands [5][22]. Group 3: Technological Innovations - The demand for esports displays is shifting from performance-driven to experience-oriented, focusing on personalized needs such as picture quality, eye care, and low carbon emissions [6]. - TCL Huaxing's APEX brand emphasizes four key principles: enhanced display experience, trusted visual health, sustainable low carbon, and limitless future imagination [6]. - New display technologies such as HVA Fast, HVA Black, and HFS Shoot were introduced, catering to different gaming genres and enhancing the overall gaming experience [7][10]. Group 4: Collaborative Efforts and Marketing - TCL Huaxing's collaboration with major brands aims to create a comprehensive esports ecosystem, showcasing a variety of esports products at the exhibition [16][19]. - The company has invested in esports IP marketing for five consecutive years, focusing on building a "screen universe" that connects brand partners with esports communities [19][22].

Core Viewpoint - The 22nd ChinaJoy showcased TCL Huaxing's advancements in esports display technology, emphasizing their leadership in the global market and commitment to enhancing user experience through innovative products and technologies [1][3]. Group 1: Market Position and Strategy - TCL Huaxing is projected to hold the number one global market share and shipment volume in esports MNT displays from 2022 to 2024, with one in three esports monitors utilizing TCL Huaxing screens [3]. - The company aims to develop a comprehensive range of esports products across various formats, including mobile phones, tablets, laptops, monitors, and gaming TVs, to meet global consumer demands [3]. Group 2: Technological Innovations - TCL Huaxing has made significant advancements in display quality, eye protection, and green technology, focusing on enhancing user experience through its APEX brand, which emphasizes visual health and sustainability [4]. - New display technologies introduced include HVA Fast, HVA Black, and HFS Shoot, designed to cater to different gaming needs, achieving high response speeds, superior contrast ratios, and high refresh rates [4][5]. Group 3: Collaborative Efforts - The launch of new products from Samsung's Odyssey series coincided with TCL Huaxing's esports MNT technology release, showcasing a collaborative effort to enhance the gaming experience [6]. - The exhibition featured a variety of esports products from multiple partners, highlighting the extensive application of TCL Huaxing's display technologies across the industry [6].

Group 1: Company Capacity and Production - The company's production capacity is structured with a monthly output of over 2 million units at the Shenzhen facility and over 5 million units at the Jiangxi Wanzai facility, totaling a scalable capacity of over 7 million units per month [2] - The Wanzai facility covers an area of approximately 56,700 square meters, enabling rapid capacity expansion to effectively support core customer orders, including those for the Nintendo Switch 2 [2] Group 2: Market Performance and Sales Projections - The Nintendo Switch 2 achieved sales of 3.5 million units within the first four days of its launch, surpassing the PS5's first-month sales of 3.4 million units and the previous Switch's first-month sales of 2.74 million units [3] - It is projected that the annual sales of the Nintendo Switch 2 could exceed 20 million units in 2025, driven by the expansion of the 3A game lineup [3] Group 3: Research and Development Focus - Over the past three years, the company's R&D investment has accounted for 6.39% of its revenue, with a strategic focus on high-value areas such as esports displays, laptop displays, and automotive displays [3] - The company plans to advance the construction of the "Mini/Micro-LED display module production line" to seize market opportunities and respond to the demand upgrade in high-end display applications [3] Group 4: Disclosure and Compliance - The investor relations activity did not involve the disclosure of any undisclosed significant information [3]