TCL科技作为半导体显示领域的领军企业，早已在AI与终端产品融合方面迈出坚实步伐。"AI手机算力 的提升，让功耗问题成为制约发展的瓶颈。"TCL华星相关负责人接受证券时报记者采访时表示，"我们 全面发力系统级低功耗显示技术矩阵，通过LTPO自适应分区刷新技术等创新手段，有效解决了这一难 题。" 不仅如此，TCL华星还将AI技术深度融入研发、制造、运营全环节。"我们构建了'1湖1模3平台'的AI架 构，通过语料攻坚、Agent突破、实效验证三螺旋合力的方式，实现了全栈能力贯通。"前述负责人表 示，"目前，我们的AI系统已能在制造环节精准捕捉细微缺陷，漏检率下降85%；在研发环节，通过数 字孪生系统，产品从概念到验证的周期大幅缩短，效率提升超90%。" 海能达作为专业通信设备领域的佼佼者，同样在积极探索AI与终端产品的深度融合。"随着人工智能转 型深化，行业通信需求已从基础语音连通升级为全场景智能协作，我们正通过技术创新构建全融合智能 通信解决方案。"海能达负责人接受证券时报记者采访时表示。 电子信息制造业是现代化产业体系的核心之一，是发展新质生产力的关键领域，也是推进新型工业化的 重要引擎。 今年1—8月，我国 ...

Core Viewpoint - The company has implemented a "Quality Improvement and Efficiency Enhancement" action plan for 2025, focusing on optimizing operations, governance, and investor returns, with significant progress reported in the first half of 2025 [1] Group 1: Business Performance - The company reported a net profit attributable to shareholders of -37.13 million yuan, a year-on-year loss reduction of 13.72%, and a net profit excluding non-recurring gains and losses of -44.42 million yuan, with a year-on-year loss reduction of 18.00% [1] - Sales collections reached 139.44 million yuan, an increase of 72.42% compared to the first half of 2024 [4] Group 2: Technological Development - In the satellite communication sector, the company has initiated the development of phased array products for civil aviation, with existing products obtaining STC certification, and has made significant upgrades to national-level phased array antenna products, reducing costs and enhancing performance [2] - The company has completed the technical status definition for multiple satellite navigation products, with some projects entering mass production [2] Group 3: Innovation and R&D - The company has obtained a total of 26 invention patents, 78 utility model patents, 17 design patents, and 56 software copyrights as of June 30, 2025, reflecting a strong commitment to R&D [5] - The company has optimized its R&D personnel structure, increasing the proportion of personnel with bachelor's degrees or higher compared to the end of 2024 [5] Group 4: Governance and Investor Relations - The company has established a comprehensive governance structure involving the shareholders' meeting, board of directors, supervisory board, and management, ensuring effective checks and balances [6] - The company has implemented a restricted stock incentive plan, granting 2.6866 million shares, with 56.98% of the recipients being R&D personnel [6] - The company emphasizes communication with investors, utilizing various channels to effectively convey its value and ensure transparency in information disclosure [8][9]

Group 1: Company Performance Overview - In 2024, the company achieved an operating income of approximately 119,400.24 million yuan, a year-on-year decrease of about 7.71% [2] - The net profit attributable to shareholders was approximately 4,138.51 million yuan, down about 49.00% year-on-year [2] - The net profit after deducting non-recurring gains and losses was approximately -165.63 million yuan, an increase of about 91.59% year-on-year [2] - In Q1 2025, the company reported an operating income of approximately 25,069.71 million yuan, a year-on-year increase of about 6.08% [3] - The net profit attributable to shareholders in Q1 2025 was approximately 1,118.20 million yuan, a year-on-year increase of about 128.26% [3] Group 2: Overseas Market Expansion - The company has established offices in regions such as the Belt and Road countries, Southeast Asia, and the CIS to enhance overseas market penetration [3] - In 2024, revenue from overseas markets reached approximately 43,593.01 million yuan, a year-on-year increase of 21.29% [3] - The company’s overseas business gross margin is higher than domestic due to the increasing proportion of microwave antennas in overseas operations [3] Group 3: Satellite Communication Business - In 2024, the satellite communication business generated revenue of approximately 4,280.02 million yuan, accounting for 3.58% of total operating income [4] - The company plans to increase R&D investment in satellite communication to enhance product performance and market share [5] - The company has successfully delivered products in the ground station terminal market and is focusing on expanding its presence in satellite communication [5] Group 4: 5G-A Integrated Antenna Business - The company has made significant progress in the 5G-A integrated antenna business, achieving small batch deliveries [5] - The business is expected to grow further with the implementation of low-altitude economy policies and related regulations [5]