Core Viewpoint - Sichuan Changhong is leveraging digital transformation to redefine its position in the traditional manufacturing sector, achieving significant revenue growth and aiming to become a leader in global consumer electronics and smart manufacturing during the "14th Five-Year Plan" and beyond [1][2]. Group 1: Financial Performance - Sichuan Changhong's revenue surpassed 100 billion yuan, with a net profit of 5.01 billion yuan in the first half of 2025, marking a year-on-year increase of 78.6%, the highest in nearly four years [2]. - The company has achieved a commercial inventory turnover rate improvement of 145%, saving nearly 100 million yuan in annual inventory costs [2]. Group 2: Technological Advancements - The company has integrated AI technology across its entire value chain, establishing a comprehensive innovation system that includes R&D, production, and products [1]. - The "Changhong Yunfan AI Model Platform" became the first AI model platform in Sichuan Province to be registered with the National Cyberspace Administration, enhancing the AI capabilities of its home appliances [1]. Group 3: Smart Manufacturing - Sichuan Changhong's smart display factory was selected as one of the first batch of excellent smart factories in the country, featuring 18 smart production lines that fully automate key processes [2]. - The factory can handle 6 million personalized orders annually, showcasing its advanced manufacturing capabilities [2]. Group 4: Global Expansion - The company has adopted a localization strategy for its products, focusing on high-end design and energy efficiency for the European market, while emphasizing cost-effectiveness in Southeast Asia [2]. - Sichuan Changhong's products are now available in over 160 countries and regions, reflecting its successful internationalization efforts [2]. Group 5: Future Outlook - For the "15th Five-Year Plan," Sichuan Changhong aims to achieve an 80% coverage rate of advanced smart factories and enhance its integrated manufacturing capabilities [3]. - The company plans to deepen its presence in key international markets, including Europe, Australia, and Indonesia, to increase market share [3].

证券时报记者 唐强 全球化布局成效显著，成为长虹业绩增长的重要支撑。近年来，四川长虹在产品方面着重实施"本土 化"方针，例如针对欧洲市场侧重高端设计与节能环保，东南亚市场聚焦高性价比。今年来，四川长虹 更以"体育IP+熊猫IP"双轮驱动的品牌打法，以及"线上+线下"双轨渠道，进一步拓展了国际化。截至目 前，四川长虹产品覆盖160多个国家和地区。 在"十四五"收官与"十五五"规划的关键交汇点，四川长虹（600839）以数智转型书写传统制造企业突围 范本。 展望"十五五"，四川长虹对内将持续深化智能化改造，目标实现先进级及以上智能工厂覆盖率达80%， 夯实高质量的一体化制造能力；深挖数据价值，强化数据分析在决策预警中的应用，进一步提质降本增 效。对外将拓展网联赋能场景，向智慧企业、智慧城市领域延伸，同时发挥电子信息产业链链主作用， 带动中小企业协同发展。全球市场方面，四川长虹将重点深耕欧洲、澳大利亚、印尼三大旗舰市场，提 升市场份额。 过去五年，四川长虹将AI技术作为转型核心引擎，构建起覆盖研发、生产、产品的全链条革新体系。 去年年初，其自主研发的"长虹云帆AI大模型平台"成为四川省首个通过国家网信办备案的AI大 ...