Group 1: TCL's Recruitment Strategy - TCL's 2025 campus recruitment exceeded 2500 graduates, a 26.8% increase from last year [1] - The recruitment focuses on technology R&D and globalization, with 45.17% of new hires holding master's or doctoral degrees, a 53.8% increase year-on-year [1] - Graduates from top global universities made up 59.52% of new hires, up 56% from the previous year, indicating a shift towards global talent acquisition [1][2] Group 2: Globalization Strategy - TCL's recruitment structure aligns with its globalization strategy, aiming to establish operational centers in North America, Latin America, Europe, Asia-Pacific, and the Middle East [2][3] - The company has achieved significant market presence in Brazil, with a 23.9% market share through local partnerships and marketing strategies [2] Group 3: AI Talent Competition - The tech industry is experiencing a fierce competition for AI talent, with 91.3% of surveyed companies reporting a shortage of AI professionals [4] - The supply-demand ratio for AI positions is only 0.39, with a projected talent gap of 4 million in China by 2030 [4] - Major tech companies are employing high salaries and strategic hiring methods to attract top AI talent [4][5] Group 4: Broader Industry Trends - Companies like Honor are also ramping up their AI talent acquisition efforts, with plans to invest $10 billion in building an AI ecosystem [5] - Other tech giants, including Alibaba and ByteDance, are actively recruiting top AI engineers globally, highlighting the industry's focus on securing skilled professionals [6]

Domestic Financial Market - The Ministry of Human Resources and Social Security and the Ministry of Finance announced a 2% increase in basic pensions for retirees in 2025 [4] - The Ministry of Natural Resources reported that 38 new mineral sites were discovered in the first half of 2025, a year-on-year increase of 31%, with non-oil and gas mineral exploration investment reaching 6.693 billion yuan, up 23.9% year-on-year [4] Industry Updates - In the first half of 2025, China's automobile production and sales both exceeded 15 million units, with significant performance in the new energy vehicle sector, related stocks include SAIC Motor (600104) and Seres (601127) [5] - Several silicon wafer companies have raised their prices, with price increases ranging from 8% to 11.7% for different sizes of wafers, related stocks include TCL Zhonghuan (002129) and Jiangxi Green Energy (601012) [5] - The engineering machinery industry has shown signs of recovery, with expectations for domestic demand to maintain a double-digit growth rate for the year, related stocks include XCMG Machinery (000429) and LiuGong (000528) [5] Company Focus - Sanmei Co., Ltd. (603379) expects a year-on-year net profit growth of 147%-172% in the first half of 2025, driven by a significant increase in the average price of fluorinated refrigerants [6] - TCL Technology (000100) anticipates a net profit of 1.8 billion to 2 billion yuan in the first half of 2025, representing a year-on-year growth of 81%-101%, with the semiconductor display business net profit increasing by over 70% year-on-year [6] - Inner Mongolia Huadian (600863) plans to purchase 70% equity of Zhenglanqi Wind Power and 75.51% equity of Northern Dulun from Northern Company [6] - Jiangfeng Electronics (300666) intends to raise no more than 1.95 billion yuan through a private placement for the industrialization project of ultra-high-purity metal sputtering targets for large-scale integrated circuits [6] Market Review and Outlook - On July 10, the market opened slightly lower but quickly rebounded, with major stocks leading the index to rise, closing with all three major indices up, and the Shanghai Composite Index successfully surpassing 3,500 points [7] - The real estate, diversified finance, mineral products, and warehousing logistics sectors saw significant gains, while bank stocks continued to perform strongly, with the four major banks reaching historical highs [7] - The recent market rebound has primarily involved low-position sectors, with ongoing rotation among sectors being a key characteristic of the current market phase [7] - The Shanghai Composite Index has maintained a steady upward trend since June 23, with recent daily highs indicating strong upward momentum [7]

Core Insights - As of July 10, 147 A-share listed companies have forecasted their first-half performance, with 129 companies expecting profits [1] - Among these, 19 companies, including Foxconn Industrial Internet Co., Ltd. (Industrial Fulian), anticipate a net profit attributable to shareholders exceeding 1 billion yuan [1] - Industrial Fulian leads in net profit scale, projecting a net profit of 11.958 billion to 12.158 billion yuan for the first half, representing a year-on-year growth of 36.84% to 39.12% [1] Group 1: Company Performance - Industrial Fulian's cloud computing business experienced rapid growth in Q2, with overall revenue increasing by over 50% year-on-year [2] - AI server revenue surged by over 60% compared to the same period last year, while revenue from cloud service provider servers increased by more than 150% [2] - The revenue from 800G switches reached three times the total for the entire year of 2024, driven by rising AI demand [2] Group 2: Other Companies' Performance - Other companies such as Muyuan Foods, Luxshare Precision, Shanghai Pharmaceuticals, and Zhejiang Xinheng are expected to have a net profit attributable to shareholders exceeding 3 billion yuan for the first half [3] - Companies like Yunnan Aluminum, Zhejiang Huayou Cobalt, and Guangdong Haida Group are projected to have net profits exceeding 2 billion yuan [3] - Companies including Zhejiang Juhua, Sanhua Intelligent Control, and TCL Technology are expected to report net profits exceeding 1 billion yuan [3] Group 3: Profit Growth - Datang Huayin Power is expected to have the highest year-on-year profit growth, projecting a net profit of 180 million to 220 million yuan, an increase of 175 million to 215 million yuan compared to the previous year [3] - Several companies, including Shandong Xianda Agricultural Chemicals and China Northern Rare Earth, anticipate a year-on-year net profit growth exceeding 100% [4] - The market is shifting focus towards fundamental verification as half-year performance reports are released, marking the start of the half-year report market trend [4]

李东生透露，在过去的十年，TCL海外业务利润率是高于国内的，这是和 20 年前不一样的，20 年前是要靠国内的利润补贴海外业务；另外，海外业务的增 长也超过了国内业务的增长，这就是全球化带来的一个结果。 作者 | 黄昱 编辑 | 刘宝丹 百年未有的全球大变局下，全球化企业必须积极应对市场变化。作为中国品牌出海的老大哥，TCL也给出了自己的解题思路。 6月24日至26日，世界经济论坛第十六届新领军者年会（夏季达沃斯论坛）举行。在此期间，TCL创始人、董事长李东生分享了自己对当前全球变局下企业 发展的看法。 李东生提到，希望在海外建立五个TCL。"TCL在海外均建立经营实体，实际就成为当地企业。该企业的成长可带动当地产业链发展，可对当地经济发展做 出贡献，包括就业、税收。这样的中国企业全球化模式才能够得到更多国家的欢迎。" 自1999年出海，TCL始终坚定推进全球化战略，通过推动海外本土化经营，为所在地经济社会发展与环境保护做出贡献，实现共赢共享。近几年，TCL在本 土化基础上继续深入推进，将海外业务进一步划分为北美、拉美、欧洲、亚太、中东非等区域经营中心。 "每个区域经营中心将逐步做实，未来均成为承担经营责任的 ...

日前，首届东盟—中国—海合会峰会在马来西亚首都吉隆坡举行。数据显示，中国、东盟、海合会国家 的总人口、经济总量均占全球约四分之一，三方市场联通将催生巨大的发展空间和显著的规模效应。对 此，李东生表示，这个以三方合作为基础的区域协作机制，将为企业提供更广阔联通平台、市场红利与 发展机遇。 转自：新华财经 新华财经吉隆坡5月31日电（记者王嘉伟 程一恒）"此次东盟—中国—海合会峰会的召开，是区域多边 合作的一次重大突破。对于像我们这样的全球化布局企业来说，三方合作有望催生更广阔的市场空间与 协同发展机遇。"TCL创始人、董事长李东生日前在接受新华社记者专访时表示，将积极参与这一跨区 域合作进程，充分发挥自身优势为区域产业升级与低碳转型贡献力量。 "我们期待在这一合作框架下，推动区域产业链更高水平融合，共同应对供应链重构、绿色转型与技术 变革等挑战。"李东生说，东盟与海合会分别在劳动力、制造能力与能源资源等方面具备互补优势，中 国则拥有广阔市场和较为完善产业体系，三方协同将释放巨大协同效应。 近年来，中国与东盟经贸关系持续深化。不久前召开的中国—东盟经贸部长特别会议上，双方宣布全面 完成自贸区3.0版谈判，新版本涵 ...

内容概要：惠州市作为粤港澳大湾区联通粤东、辐射闽赣的战略支点，被赋予"广东高质量发展新增长 极"的战略地位。目前，惠州市已构建起以"石化能源新材料"和"电子信息"双轮驱动、生命健康产业战 略突破的"2+1"现代化产业体系新格局。2024年，惠州石化能源新材料产值突破3900亿元、电子信息产 值突破5500亿元，生命健康产业蓄势勃发。"2+1"现代产业集群更具竞争力，成为惠州经济发展的"压舱 石"。值得关注的是，惠州超高清视频显示、智能家电、新能源电池等产业集群连续入选中国百强榜 单，同时人工智能、低空经济等未来产业布局已按下"加速键"，构建起传统优势巩固与新兴动能培育的 协同发展新生态。 上市企业：仁信新材（301395.SZ）、TCL科技（000100.SZ）、中京电子（002579.SZ）、科翔股份 （300903.SZ）、亿纬锂能（300014.SZ）、硕贝德（300322.SZ）、骏亚科技（603386.SH）、德瑞锂电 （833523.BJ）、利元亨（688499.SH）、锦好医疗（872925.BJ） 相关企业：中海壳牌石油化工有限公司、恒力石化（惠州）有限公司、惠州宇新新材料有限公司、惠州 市杜 ...