新华财经北京2月3日电（记者沈寅飞）近期，工业和信息化部等八部门发布《"人工智能+制造"专项行 动实施意见》，为"十五五"期间人工智能技术与制造业的深度融合提供了清晰的发展指引，引发市场广 泛关注。 联想集团董事长兼CEO杨元庆发文表示，"AI向实"是中国制造迈向全球价值链中高端的一次珍贵历史机 遇，立足差异化需求精准构建个人与企业的混合式人工智能是助力实现新型工业化的有效方式。 因此，杨元庆认为，"AI向实"是中国制造迈向全球价值链中高端的一次珍贵历史机遇。只有加速推 动"AI向实"，才能让中国制造把握住本轮产业变革机遇，完成在全球价值链上的跃迁发展。只有全力推 动"AI向实"，才能让实体经济成为中国在当前充满挑战的全球环境下乘风破浪、行稳致远的压舱石。 据了解，联想集团作为深耕科技制造领域的全球化企业，连续多年稳居Gartner全球供应链TOP25榜单， 2025年位列第8，连续四年蝉联亚太榜首。以混合式人工智能为核心架构，联想构建起完整的全栈AI技 术体系，在智能化转型中的探索与成效为行业标杆之一。 杨元庆指出，当前人工智能大模型技术与产业融合应用有三条技术路径：公共智能、私域智能以及将两 者混合并用的 ...

2026年，是国家"十五五"规划的开局之年。这一新五年规划系统性勾勒出中国至2030年的发展蓝图，新 旧动能转换、发展范式升级、全球格局重塑，都将在这一时期找到新的交汇点。 站在2026年的开局节点上，许多中国企业的掌舵者都有一种复杂的体感：一方面，这是国家"十五五"规 划的开局之年，宏观蓝图徐徐展开；另一方面，全球进入深度调整期，全球化的竞争更加真实而激烈。 在此背景下，中国企业如何穿越新周期？南都湾财社发起《开局2026：在新周期起点上》专题策划，聚 焦科技如何进入产业系统、如何穿透生产链条、如何在不确定的全球环境中形成可持续的竞争优势。 本期专访了TCL创始人、董事长李东生。作为中国科技制造"出海"最早的探路者之一，李东生比大多数 人更早嗅到了风向的改变。在他看来，单纯把集装箱运往海外的时代已经结束了。 此次采访中，他抛出了两个更具实战色彩的判断：在海外，要从"客场"变成"主场"，去再造五个TCL； 在技术上，要让AI从"炫技"回归"实用"，真正长在产线上。 TCL创始人、董事长李东生 （以下为采访节选） 关于战略：不仅是"走出去"，更要"扎下去" 南都湾财社：2026年是国家"十五五"规划的开局之年， ...

Group 1 - The CES 2026, known as the "Spring Festival of Technology," will take place in Las Vegas, showcasing a pivotal moment for global competition among display and consumer electronics giants from China, Japan, and South Korea [2] - TCL, as the largest Chinese exhibitor, will have a booth area of 2,453 square meters, competing directly with international leaders like Samsung, LG, and Sony in the fields of display technology and AI applications [2] - 2026 is widely regarded as the "year of AI hardware implementation," with AI transitioning from cloud to edge applications, prompting TCL to shift its exhibition strategy from merely showcasing hardware specifications to focusing on an "AI + display" ecosystem [2] Group 2 - In addition to its display technology, TCL will emphasize "AI in practice" as a key theme at the exhibition, highlighting its comprehensive layout in the "AI life" sector [3] - TCL plans to unveil products such as the Thunderbird AI/AR glasses, the TCL AiMe companion robot, and a range of AI-integrated home appliances, showcasing its commitment to the growing market of embodied intelligence and AI-native terminals [3]

Core Viewpoint - The essence of AI lies in its application rather than its invention, emphasizing the importance of integrating AI into real-world scenarios to drive national strength [1][3]. Group 1: Value of Technology in Application - The value of disruptive technology is ultimately defined by its application scenarios, as demonstrated by historical examples like the graphical user interface and mouse [4]. - Current AI development is at a crossroads where the focus should shift from creating powerful models to effectively integrating them into specific industrial contexts [4][5]. - A complex "adaptation network" is necessary to connect general AI models with industry-specific knowledge and real-time data to address unique challenges in various sectors [5][7]. Group 2: Challenges in Industrial AI Implementation - AI faces three core challenges in industrial applications: extreme and fragmented scenarios, complex and high-risk processes, and the hidden and specialized nature of industry knowledge [7]. - The effectiveness of AI in the real economy will determine whether it becomes a valuable productivity tool or merely an expensive toy [7]. Group 3: Case Study of AI in Mining - The Yimin open-pit coal mine, a significant coal production area, has faced challenges such as safety risks and high operational costs, which are common in the mining industry [8]. - The introduction of 100 electric unmanned mining trucks at Yimin represents a pioneering effort in integrating advanced technologies like 5G-A and cloud systems in harsh environments [10]. Group 4: Layered AI Model Architecture - A layered architecture consisting of L0 (general models), L1 (industry-specific models), and L2 (application models) is proposed to foster collaboration between AI experts and industry practitioners [11]. - This approach allows for the rapid development of customized solutions based on industry models, promoting innovation across various sectors [14]. Group 5: Transformation of Industrial Knowledge - The platform and ecosystem model changes how industry knowledge is transmitted and innovated, turning individual expertise into a digital asset that can be utilized across the industry [12]. - The shift from project-based to platform-based innovation enables scalable and cost-effective solutions, allowing broader participation in the innovation process [14]. Group 6: New Human-Machine Collaboration - AI is positioned to enhance human roles by relieving them from repetitive and dangerous tasks, allowing them to focus on decision-making and innovation [15]. - This new collaboration model aims to preserve valuable industry knowledge and lower the barriers to innovation, ultimately enhancing human value in the workforce [15]. Group 7: Future of AI in Industry - The future of AI will likely focus on practical applications in manufacturing and supply chains rather than on the competition of model parameters [17]. - The goal is to embed intelligence into physical industries, ensuring that AI delivers tangible value in real-world user experiences [17].

Core Insights - The 2025 TCL Global Technology Innovation Conference (TIC2025) was held in Guangzhou, focusing on the theme "AI for Real," discussing how AI can be applied in real-world scenarios to enhance efficiency and redefine various sectors such as transportation, health, and entertainment [1] - The global AI competition is intensifying, primarily centered around model parameters and computational infrastructure expansion, leading to issues like resource waste and lack of practical value creation [1] - TCL's founder and chairman, Li Dongsheng, emphasized the company's commitment to increasing AI investment, with R&D expenses expected to reach 15 billion yuan by 2025, aiming to transition from following and catching up to leading in key technology areas [1] Industry Trends - A significant number of Chinese companies are focusing on practical AI applications, integrating AI with the real economy to create tangible value, contrasting with the global trend of AI infrastructure investment and model competition [1] - The conference highlighted the importance of AI in driving innovation across the entire supply chain, manufacturing, and operational processes, enhancing efficiency and product development [1] - The ultimate goal of AI is to create measurable and sustainable value through real-world applications, rather than just generating hype or theoretical concepts [1] Key Developments - The conference announced ten exemplary AI application scenarios and initiated a global AI talent recruitment plan, showcasing advancements in multimodal models, AI-enabled material development, embodied intelligence, and digital twins [1] - Chinese Academy of Engineering academician Ding Wenhua stated that the arrival of large AI models necessitates practical applications across various industries, emphasizing the importance of AI in R&D and user interaction experiences [1]

Core Viewpoint - TCL is committed to increasing investment in AI technology to drive innovation across the entire value chain, including research and development, manufacturing, supply chain, and operations, aiming for significant value realization by 2025 [1][3]. Group 1: AI Application and Impact - The theme of the 2025 TCL Global Technology Innovation Conference is "AI for Real," focusing on how AI can be applied in real-world scenarios to enhance efficiency and redefine various aspects of life, such as travel, health, and entertainment [3][4]. - TCL announced the launch of ten AI application scenarios and a global AI talent recruitment plan, projecting to create comprehensive benefits exceeding 1 billion yuan by 2025 through the implementation of AI applications [3][4]. - The "X-Intelligence 3.0" model, launched by TCL Huaxing, is the first domain-specific large model in the display field with strong reasoning capabilities, expected to penetrate more core areas of production and R&D, serving as a benchmark for intelligent transformation in China's manufacturing industry [4][5]. Group 2: AI in Manufacturing - In the manufacturing sector, TCL integrates AI into semiconductor display and new energy photovoltaic industries, enhancing quality and efficiency, which in turn improves the core value of consumer products [5][6]. - The ADC (Auto Defect Classification) technology implemented by TCL Huaxing has improved defect detection accuracy from 85% to 95%, with plans to upgrade to ADR (Auto Defect Repair) for automated defect repair processes [5][7]. - The "X-Intelligence" model ranks 11th globally in industrial large models and first in the display field, enhancing product development efficiency by 20% and material development efficiency by 30% [7]. Group 3: AI in New Energy Photovoltaics - TCL Zhonghuan utilizes the Deep Blue AI model for automated single crystal growth and digital twin analysis, achieving remote operation of up to 384 furnaces [8][10]. - The company has successfully implemented large-scale applications of G12-sized silicon wafers and has established product layouts across various technological routes, contributing to global energy structure transformation [10]. Group 4: AI in Consumer Products - TCL leverages AI to redefine consumer experiences in various scenarios, including travel, health, and entertainment, ensuring products return to their fundamental principles [11][13]. - The AI/AR glasses developed by TCL serve as personal AI assistants, while smart home appliances like the TCL air conditioner and refrigerator utilize AI for enhanced health and energy efficiency [11][12]. - The TCL AiMe robot represents a significant advancement in AI companionship, offering emotional support and interactive experiences for users [13].

Core Viewpoint - The 2025 TCL Global Technology Innovation Conference emphasizes the theme "AI for Real," focusing on the practical application of AI in real-world scenarios to enhance efficiency and redefine various aspects of life, including travel, health, and entertainment [1][3]. Group 1: AI Application and Development - TCL is committed to increasing investment in AI technology to drive innovation across the entire supply chain, including research, manufacturing, and operations, aiming for significant value realization [5][7]. - The "X-Intelligence 3.0" model, launched by TCL Huaxing, is the first domain-specific large model in the display field with strong reasoning capabilities, expected to become a central AI intelligence hub for semiconductor display R&D and manufacturing [5][14]. - The ADC (Auto Defect Classification) technology has improved defect detection accuracy from 85% to 95%, showcasing the effectiveness of AI in enhancing manufacturing processes [12][13]. Group 2: AI in Manufacturing - TCL integrates AI into the semiconductor display and new energy photovoltaic industries, enhancing manufacturing, R&D, and operational efficiency, which in turn improves the core value of consumer products [10][19]. - The application of AI in TCL Huaxing has led to cost reductions in large-screen manufacturing and the mass production of printed OLED technology, facilitating the early entry of advanced display technologies into the consumer market [10][18]. - The "Star Intelligence" model ranks first in the display field and significantly enhances product development efficiency, with a 20% improvement in problem-solving and a 30% increase in material development efficiency [14][16]. Group 3: AI in Consumer Products - TCL aims to redefine consumer experiences by returning products to their "first principles," enhancing various smart living scenarios such as travel, health, and entertainment through AI [19][21]. - The AI/AR glasses developed by TCL serve as personal AI assistants, enabling users to explore the world freely [21]. - TCL's smart appliances, such as the new air conditioning system and washing machine, utilize AI to improve health and energy efficiency, providing personalized solutions based on user habits [23][29]. Group 4: Future Outlook - TCL plans to continue responding to the "Artificial Intelligence+" initiative, focusing on original and disruptive technological innovations, with smart manufacturing as a primary battlefield for practical applications of AI [29].

Core Insights - The 2025 TCL Global Technology Innovation Conference (TIC2025) focused on the theme "AI for Real," discussing the practical application of AI in real-world scenarios and the creation of tangible value [1][2] - TCL aims to generate comprehensive benefits exceeding 1 billion yuan by advancing AI applications in various sectors by 2025 [1] Group 1: AI Integration in Industry - TCL emphasizes the integration of AI with the real economy, moving beyond theoretical concepts to practical applications that create real value [2] - The company is investing heavily in AI technology to drive innovation across the entire supply chain, including research, manufacturing, and operations [2] - The X-Intelligence 3.0 model, launched by TCL Huaxing, is the first domain-specific large model in the display field, enhancing knowledge systems and learning capabilities [2][3] Group 2: AI Empowerment in Manufacturing - In the semiconductor display and new energy photovoltaic sectors, TCL is integrating AI to enhance manufacturing, research, and operational efficiency [3][4] - The Auto Defect Classification (ADC) technology has improved defect detection accuracy from 85% to 95%, significantly enhancing production efficiency [3] - The X-Intelligence model ranks first in the display field and has improved product development efficiency by 20% and material development efficiency by 30% [3] Group 3: AI Applications in New Energy - TCL Zhonghuan utilizes the Deep Blue AI model for automated operations in single crystal growth, allowing remote control of up to 384 furnaces [4] - The company has achieved zero human contact in the intelligent packaging line, with silicon wafer production waste reduced to below 0.1% [4] Group 4: AI Empowerment in Consumer Products - TCL is redefining consumer experiences through AI in various scenarios, including travel, health, and entertainment [6] - The AI/AR glasses developed by TCL serve as personal AI assistants, enhancing user experiences in exploration [6] - The TCL AiMe robot offers emotional companionship and human-like interaction, representing a new frontier in technology-assisted companionship [6]

Core Insights - TCL Technology has evolved into a global advanced manufacturing group over 44 years, focusing on technological breakthroughs, AI empowerment, ecosystem alliances, and building a complete industrial chain to promote the development of the electronic information industry [1][4]. R&D and Innovation - Over the past six years, TCL has invested more than 60 billion yuan in R&D and has filed over 110,000 patents covering key strategic technologies, material technologies, equipment technologies, and device process technologies [1][4]. AI Strategy - TCL has introduced the "AI to Reality" strategy, integrating AI technology deeply into the entire industrial development process to enhance resilience and vitality [3][6]. - In manufacturing, AI technology is reshaping traditional production models, optimizing costs, improving efficiency, and upgrading quality [3][6]. - In R&D, the use of "AI + simulation" and "Star Intelligence Model" aims to reduce costs and increase efficiency in technological innovation [3][6]. - In operations, intelligent agents are being integrated throughout the business process to promote comprehensive intelligent upgrades [3][6]. Future Investments - To position itself in the next generation of display industry core competitiveness, TCL has initiated the construction of its first high-generation printed OLED production line, the TCL Huaxing T8 project, with an initial investment of 29.5 billion yuan [3][6]. Product Showcase - During the expo, TCL showcased several smart terminal products and cutting-edge technologies, including the TCL SQD-Mini LED TV, Blue Wing fresh air conditioner, Cold Pudding ice-making refrigerator, Big Eye Meng Ultra washing and drying machine, and Thunderbird AR/AI glasses [3][6].

Core Insights - The expo themed "Bay Area Intelligent Manufacturing · Global Sharing" attracted over 1,100 Fortune 500 and industry-leading companies to participate [1] - The Guangdong-Hong Kong-Macao Greater Bay Area is becoming a crucial source of technological innovation in China, transitioning from "scale advantage" to "technological advantage" [1] - TCL has invested over 60 billion yuan in R&D over the past six years and has applied for more than 110,000 patents, indicating a strong focus on building a "technological moat" [1] Industry Trends - The demand for AI in manufacturing is shifting from experimental to practical applications, with the core AI industry in Guangdong expected to exceed 220 billion yuan by 2024 [2] - The manufacturing sector is increasingly integrating AI technologies to optimize costs, enhance efficiency, and improve quality [2] - The semiconductor display industry is highlighted as a key area for technological breakthroughs, with a focus on selecting the right technological pathways amid intense global competition [1][2] Company Developments - TCL has initiated the construction of its T8 project in the printed OLED field, marking a significant step in next-generation display technology [2] - The company emphasizes the need for AI to be deeply integrated into all stages of industrial development, from manufacturing to R&D and operations [2]