此次大会由华夏时报社主办，SGS通标标准技术服务有限公司、中质协质量保证中心、首都经济贸易大 学中国ESG研究院、Wind ESG、天眼查、商道融绿、华夏ESG观察联盟等单位提供支持。 出海过程中的合规化难题 在当今全球化的经济格局中，出海投资已成为企业拓展业务的重要途径。根据商务部官网，据商务部、 外汇局统计，2025年1-7月，我国全行业对外直接投资6657.1亿元人民币，其中，我国境内投资者共对 全球150个国家和地区的7676家境外企业进行了非金融类直接投资，累计投资6067.7亿元人民币，增长 2.2%（以美元计为845.3亿美元，增长1.2%）。 在全球可持续投资规模持续扩大、监管政策不断完善的背景下，ESG在中国企业出海中的作用，已经从 过去的"加分项"演变为今天的核心竞争力。多位与会专家认为，ESG已从"可选项"变为"必答题"，成为 企业长期价值和风险抵御能力的核心指标。 本报（chinatimes.net.cn）记者周梦婷 北京报道 近年来，中国企业出海成为风潮，从新能源到快消类企业，再到互联网等新兴领域，一批又一批中国企 业扬帆远航，在全球市场开拓业务。这一进程中，ESG在其中发挥的作用越 ...

Core Viewpoint - The article discusses the decline of Japanese television manufacturing and the rise of Chinese brands, highlighting the shift in global manufacturing dynamics and the competitive advantages of Chinese companies over their Japanese counterparts [5][8]. Group 1: Historical Context of Japanese Television Industry - The Japanese television industry experienced a golden era, dominating the global market with brands like Sony and Panasonic, which accounted for over 40% of global TV shipments in 1990 [10][12]. - Japan's manufacturing prowess was built on technological advancements and brand reputation, with significant market shares in the high-end segment during the 1980s and 1990s [14][15]. - The shift towards liquid crystal technology in the early 2000s marked a turning point, as Japanese companies failed to adapt, leading to significant losses and market share decline [16][17]. Group 2: Decline of Japanese Brands - By 2024, Japanese brands' global TV shipment share is projected to drop to 9%, down from 28% in 2010, with Panasonic's domestic market share falling from 16.8% in 2018 to 8.8% in 2024 [21][23]. - The inability to pivot from traditional technologies and the slow decision-making processes contributed to the decline of Japanese manufacturers [18][30]. - Japanese companies are now struggling to compete in high-end markets, with many having exited the consumer TV market altogether [17][34]. Group 3: Rise of Chinese Television Brands - Chinese brands have captured nearly 50% of the Japanese TV market by 2024, with Hisense leading at 25.4% market share, marking a significant shift in consumer preferences [23][25]. - Chinese companies like TCL and Xiaomi have also gained substantial market shares, leveraging technology and localization strategies to appeal to Japanese consumers [20][26]. - The global shipment share of Chinese TV brands reached 30.2% in 2024, surpassing that of South Korean competitors for the first time [21][22]. Group 4: Competitive Advantages of Chinese Brands - Chinese manufacturers have developed a complete television industry chain, enabling rapid response to market changes and cost reductions [28][30]. - Innovations such as Hisense's self-developed chips and TCL's advanced display technologies have allowed Chinese brands to outperform traditional Japanese offerings in quality [25][37]. - The ability to quickly adapt to consumer demands, such as energy efficiency standards, has given Chinese brands a competitive edge over their Japanese counterparts [30][38]. Group 5: Broader Implications for Manufacturing - The decline of Japanese manufacturing is indicative of broader trends, where efficiency, innovation speed, and market responsiveness are critical for success in global competition [38]. - The article suggests that without breaking free from path dependency and improving decision-making speed, Japanese companies may continue to lose competitiveness across various industries [39].

Group 1 - The laser TV market in China is on the verge of a significant breakthrough, with major companies like Hisense planning to expand production and innovate with new products such as curved screen laser TVs and 8K models [1][2] - The market penetration of laser TVs in the 80-inch and above segment has exceeded 58% in the first half of this year, indicating a shift towards larger screen formats [1][2] - The sales share of laser TVs in the large screen market has increased from 23% in 2017 to 63.5% in 2023, highlighting their growing popularity [2] Group 2 - Hisense and Changhong are leading players in the laser TV sector, with both companies focusing on the localization of key components and technologies [3] - The laser display industry has attracted significant investment, with many innovative companies receiving funding and some planning to go public [3] - The global laser display patent landscape shows that China holds over 50% of the patents, positioning the country favorably in the competitive landscape [5] Group 3 - The laser TV technology is seen as a strategic direction for the display industry, with the potential to replace traditional LCD TVs as costs decrease and market acceptance increases [5][6] - The integration of laser display technology with AIoT is expected to create new market opportunities [3] - The rapid development of laser TVs is driven by consumer trends towards larger, smarter, and higher-end displays, supported by advancements in 5G and ultra-high-definition technologies [6]

Core Insights - The production of LCD TVs in Xi'an High-tech Zone has reached a remarkable pace, with one TV being produced every 8 seconds, showcasing a complete industrial chain from quartz sand to television manufacturing [1] - Xi'an High-tech Zone has established itself as a significant player in the electronic display industry, particularly in the core material of substrate glass, through continuous innovation and development [2] Industry Developments - The newly established G8.5+ substrate glass production line in Xi'an has improved efficiency by over 20%, with a total production capacity exceeding 5.8 million pieces, meeting over 10% of China's market demand [2] - The production lines of Rainbow Display (彩虹股份) have achieved an average capacity exceeding design capacity by 23%, contributing to the security of China's LCD panel supply chain by replacing imported products [2] Technological Advancements - The production line utilizes the internationally advanced "overflow pulling method" to manufacture high-generation substrate glass, with a comprehensive intellectual property system established for the entire industry chain [3] - Collaboration with Xi'an Jiaotong University aims to advance research in smart manufacturing, simulation, and high-end materials [3] Collaborative Efforts - The integration of the G8.6 generation LCD panel production line with the AOC display technology factory enhances the synergy within the industrial chain, promoting growth among upstream supporting enterprises [4] - The "Action Plan for Cultivating a Trillion-Level New Display Industry Innovation Cluster" aims to integrate new display manufacturing with big data, IoT, and AI technologies, targeting a scale of 100 billion yuan by 2035 [4] - Over 40 upstream and downstream enterprises have settled in Xi'an High-tech Zone, forming a robust industrial ecosystem led by "panel + substrate" dual leaders [4]

Group 1: Industry Overview - The market for domestic televisions and electronic screens is diverse, supported by advanced technology [1] - The display industry in Xi'an High-tech Zone aims to create a trillion-level electronic display industry cluster, having introduced over 40 upstream and downstream supporting enterprises [4] Group 2: Company Innovations - Rainbow Display Device Co., Ltd. has achieved independent innovation in core materials, key equipment, and production processes, breaking foreign technology monopolies, particularly in G8.5+ substrate glass production [1] - The company operates the only national-level innovation platform in this field, with production bases established in Xi'an and Hefei, covering a range of LCD display substrate glass products [1] Group 3: Production Capabilities - AOC Display Technology (Xi'an) Co., Ltd. produces a wide range of display products, with one in three monitors globally coming from its 12 manufacturing bases [3] - Since its establishment in 2018, the company has achieved a cumulative output value of 13 billion yuan, exporting products to over 30 countries [3] Group 4: Efficiency and R&D Investment - The production line at AOC operates efficiently, manufacturing a liquid crystal television every 8 seconds, with a fully integrated production chain that reduces packaging and transportation costs [3] - The company invests 20% of its total expenditure annually in R&D, with rapid product development outpacing competitors [4]

Core Viewpoint - The article highlights the development of the electronic display industry in Xi'an High-tech Zone, focusing on the G8.5+ glass substrate production line and the automation in LCD TV production, aiming to create a trillion-level electronic display industry cluster in Shaanxi province [2][4][6][8][10][12]. Group 1 - The G8.5+ glass substrate production line is operational, producing glass sheets with a thickness of 0.4 mm [2][4][6]. - The production facility of TPV Technology (Xianyang) Co., Ltd. utilizes automated equipment, producing one LCD TV every 8 seconds [4][6][10]. - Xi'an High-tech Zone is implementing strategies such as attracting leading enterprises, improving the industrial chain, and enhancing technological innovation to develop the electronic display industry [2][8][12].

Core Viewpoint - Shaanxi Xianyang is transforming quartz sand into liquid crystal televisions, producing one TV every 8 seconds and exporting to over 30 countries, showcasing a complete industrial chain in the electronic display sector [1][3]. Group 1: Production and Capacity - The newly established G8.5+ substrate glass production line in Xianyang has improved efficiency by over 20%, significantly enhancing the core competitiveness of the facility [3][4]. - The total production capacity of high-generation substrate glass at the Xianyang base will exceed 5.8 million pieces, meeting over 10% of the demand in the Chinese market [3][4]. Group 2: Technological Advancements - The production line utilizes the internationally advanced "overflow pulling method," involving processes such as cutting, grinding, cleaning, and testing to produce high-generation substrate glass [4]. - The company has established a comprehensive intellectual property system covering the entire industrial chain of substrate glass, ensuring self-control over production [4]. Group 3: Industry Ecosystem and Future Plans - Xianyang High-tech Zone has attracted over 40 upstream and downstream enterprises, forming a dual-leader industrial ecosystem of "panel + substrate" [6]. - The "Action Plan for Cultivating a Trillion-Level New Display Industry Innovation Cluster" aims to integrate the new display industry with big data, IoT, and AI, targeting a scale of 100 billion RMB by 2035 [6].

Group 1: Innovation in Robotics and Technology - The company Giant Wheel Co., Ltd. integrates traditional Chinese culture with robotics, showcasing a lion dance performed by intelligent six-degree-of-freedom robotic arms [1] - Guangzhou Aida Electronic Technology Co., Ltd. (Aida) has achieved a cumulative global shipment of over 770 million TV boards, holding more than 30% of the global market share [2] - Aida's R&D investment has consistently exceeded 7% of its revenue for several years, with a projected investment of 1.5 billion yuan in 2024 [2] Group 2: Industry Growth and Development - Shenghong Technology (Huizhou) Co., Ltd. has established a smart factory that enhances efficiency, achieving a 50% reduction in water usage and a 30% reduction in electricity consumption [4] - The company's revenue for Q1 2025 reached 4.312 billion yuan, with a year-on-year profit increase of 339.22% [4] - The electronic information industry cluster in Huizhou generated a total output value of 244.65 billion yuan from January to May 2025, reflecting a year-on-year growth of 13.9% [4] Group 3: Strategic Industry Initiatives - Guangdong province is accelerating the construction of a modern industrial system supported by advanced manufacturing, with nine trillion-level industrial clusters already formed [6] - The province is actively promoting the development of strategic emerging industries such as new energy, biomedicine, and high-end equipment [6] - The provincial government has initiated the "Artificial Intelligence+" action plan to foster innovation in the AI and robotics sectors [6]

Group 1: Trade Data Overview - In the first five months of the year, Beijing's total import and export value reached 12,667 billion RMB, accounting for 7.1% of the national total [1] - Exports amounted to 2,508.5 billion RMB, marking a 2.8% increase and setting a historical record for the same period [1] - Monthly export values remained above 500 billion RMB, except for February due to the Spring Festival [1] Group 2: Private Sector Performance - Private enterprises in Beijing reported a total import and export value of 1,711.4 billion RMB, a growth of 3.3%, representing 13.5% of the region's total [1] - Exports from private enterprises reached 609.4 billion RMB, increasing by 34.5%, surpassing the national growth rate of 26.5% [1] Group 3: Export Enterprises and Growth - A total of 15,161 enterprises in Beijing engaged in import and export activities, reflecting a year-on-year increase of 3.2% [1] - The number of exporting enterprises rose by 8.5%, totaling 9,140 [1] - In May, state-owned enterprises achieved an import and export value of 915 billion RMB, growing by 15.1% [1] Group 4: Belt and Road Initiative - Trade with countries involved in the Belt and Road Initiative reached 7,700.3 billion RMB, accounting for 60.8% of the total, an increase of 2.5 percentage points from the previous year [1] - Exports to Central Asian countries and Central and Eastern European countries grew by 1.3% and 4.4%, respectively [1] Group 5: Industry Structure and Innovation - The trade structure in Beijing is continuously optimizing, driven by technological and industrial innovation [2] - High-end equipment manufacturing and the pharmaceutical industry are key sectors contributing to export growth [2] - Notable export increases include automobiles (35.6%), auto parts (50.9%), and wind turbine generators (94.2%) [2] Group 6: Open Platforms and Economic Zones - The Beijing Free Trade Zone reported exports of 375.9 billion RMB, a 7.1% increase, achieving a historical high [2] - The Yizhuang Economic Development Zone and Zhongguancun Innovation Demonstration Zone also saw significant export growth of 18.1% and 18%, respectively [2] Group 7: Consumer Goods Imports - Imports of consumer goods in Beijing showed steady growth, with retail packaged medicines and LCD TVs leading the national import values [3] - Retail packaged medicines and LCD TVs were imported at 188.5 billion RMB and 8 billion RMB, growing by 17.2% and 25.4%, respectively [3] - The import of meat, dairy products, and beer also saw significant increases, with growth rates of 37.1%, 27.8%, and 45.7% [3]

Investment Rating - The report suggests a positive outlook for the home appliance industry, indicating strong growth potential in both domestic and emerging markets [4][54]. Core Insights - In April, home appliance exports showed a mixed performance, with a slight increase in quantity (+1.5%) but a decrease in value (-1.7%). Notably, air conditioner exports rose significantly by 14.5% [11][13]. - Emerging markets, particularly Southeast Asia and Africa, demonstrated robust growth in appliance exports, with increases of 70% and 43% respectively [13][16]. - The domestic air conditioner production is expected to increase by 35% in June 2025, driven by improved consumer confidence and government policies [21][23]. Summary by Sections 1. Export Performance - In April, air conditioner exports reached 10.68 million units, a year-on-year increase of 14.5%, while refrigerator exports slightly declined by 0.7% [11][12]. - Southeast Asia and Africa led the growth in appliance exports, with significant increases in export values [13][14]. 2. Production Insights - Air conditioner production in June 2025 is projected at 20.75 million units, a 17% increase year-on-year, with domestic production up by 35.4% [21][23]. - Factors contributing to this growth include enhanced retail market dynamics and government incentives [23]. 3. Market Trends - The home appliance retail sector has maintained high growth, supported by domestic demand and favorable government policies [4][54]. - The report emphasizes the importance of focusing on domestic demand and subsidy-driven growth opportunities in the white goods sector [4][54]. 4. Investment Recommendations - The report recommends focusing on three main lines: domestic demand and subsidies, structural upgrades in the black goods sector, and opportunities in small appliances [4][54].