在核心的显示技术领域，不同于海信等企业主攻的RGB-Mini LED多芯架构或三星等企业押注的Micro RGB路线，TCL华星选择在印刷OLED技术上寻求突围。据悉，本届展会上TCL将展出全球首款基于印 刷OLED屏幕的座舱显示方案。 除了显示基本盘，"AI向实"也成为TCL本届参展的另一关键词。面对行业内具身智能和AI原生终端的爆 发式增长，TCL将重点展示其在"AI生活"领域的全场景布局。据悉，雷鸟AI/AR眼镜、TCL AiMe陪伴 机器人以及一系列植入AI算法的空冰洗家电将集中发布。 1月4日，南都湾财社记者从TCL方面获悉，其作为本届展会最大的中国参展商，TCL实业与TCL科技 （000100）此次展位的面积将达2453平方米，在显示技术与AI应用两大赛道上，与三星、LG及索尼等 国际巨头展开正面角逐。 2026被行业普遍视为"AI硬件落地元年"，从芯片算力到终端应用，AI正从云端加速向边缘侧渗透。在这 一背景下，TCL相关负责人向记者表示，本届参展策略从单纯的硬件参数堆叠，转向了"屏显+AI"的生 态卡位。 1月6日，被誉为"科技春晚"的国际消费电子展（CES 2026）将在美国拉斯维加斯启幕。 ...

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]

诚邀莅临美国拉斯维加斯会展中心中央展厅#18604号TCL展位，亲身体验"屏显+AI"融合创新的前沿成 果，感受中国科技在全球舞台上的领先实力。（文智） 【环球网科技综合报道】2026年国际消费电子展（CES 2026）将于1月6日至9日在美国拉斯维加斯举 行。作为全球科技行业的风向标，本届展会再度吸引全球顶尖企业同台竞技。其中，TCL将以2453平方 米展位亮相本届展会。作为全球化科技品牌，TCL不仅成为CES 2026上参展面积最大的中国企业，也是 首个占据核心展区的中国展商，充分体现了TCL全球影响力的持续提升。 与此同时，TCL还将展示其在"AI生活"领域的全场景布局，推出多款AI智能终端产品，涵盖雷鸟AI/AR 眼镜、TCL AiMe陪伴机器人、AI空调、AI冰箱、AI洗衣机、智能门锁及智能投影等。基于"屏显 +AI"深度融合的趋势，TCL以"AI向实"为方向，进一步呈现其在人、车、家生态协同中的前沿解决方 案。 2026年正值TCL成立45周年，TCL正持续强化其产业纵深与全球布局，在TCL创始人、董事长李东 生"在海外再造五个TCL"的目标引领下，持续深化全球化实践。TCL北美区域经营中心正成为 ...

Core Insights - TCL's 2025 Global Technology Innovation Conference (TIC2025) focuses on the theme "AI for Real," showcasing the practical applications of artificial intelligence in manufacturing and other sectors [1] - The company aligns its achievements with China's "14th Five-Year Plan," emphasizing smart, green, and integrated development in manufacturing [3] - TCL has created over 1 billion yuan in comprehensive benefits through AI applications by 2025, exemplifying the transition from digitalization to intelligence in manufacturing [3] Group 1: Industrial Cluster Development - TCL has established advanced manufacturing clusters in Shenzhen, Guangzhou, and Wuhan, enhancing collaboration and efficiency in technology innovation and results transformation [4] - The Shenzhen base focuses on high-end LCD panels, the Guangzhou base on cutting-edge technologies like oxide semiconductors and printed OLEDs, and the Wuhan base on small and medium-sized display panels [4] - These clusters optimize the entire supply chain through data sharing and technical collaboration, continuously releasing cluster effects [4][5] Group 2: Industrial AI Empowerment - TCL's industrial AI platform, Gechuan Dongzhi, addresses core pain points in manufacturing by creating intelligent applications across the entire process [6] - AI visual inspection systems at TCL Huaxing have improved defect detection accuracy from 85% to 95%, saving over 50 million yuan annually [6] - The RTS intelligent scheduling system at TCL Zhonghuan has reduced unplanned downtime by 50%, enhancing equipment efficiency and flexibility while lowering production costs [6] Group 3: Value Chain Integration - TCL emphasizes the practical application of AI in products, technology, and industry to create tangible value [7] - In the B-end sector, AI is applied to the entire supply chain for quality and efficiency improvements, while also enhancing R&D processes [7] - For the C-end, TCL integrates AI into various lifestyle scenarios, such as real-time translation in AI/AR glasses and improved sleep quality through AI air conditioning [7] Group 4: Talent Ecosystem Development - TCL has launched a global AI talent recruitment initiative to attract top algorithm engineers and build a multi-tiered talent team [8] Group 5: Future Directions - As China's manufacturing sector transitions from digitalization to intelligence, TCL focuses on technological innovation, industrial clusters, and application scenarios to contribute to the country's manufacturing strength [9]

Market Overview - US stock market decline impacts Hong Kong and A-shares, with Hang Seng Index closing down 1.85% [1] - October non-farm payroll report expected to be released, but will lack unemployment rate data, leading to incomplete labor market assessments [1] - Disagreement within the Federal Reserve regarding interest rate cuts, with December rate cut expectations dropping below 50% [1] Technology Sector - Japanese storage giant Kioxia reports a 60% drop in adjusted net profit for Q2, causing a collective decline in US storage stocks and affecting A-shares [3] - Despite strong Q3 results from Tencent, the stock did not perform well due to lower-than-expected capital expenditure guidance for 2025 [3] - Alibaba's entry into the C-end market against ChatGPT did not boost its stock, which fell over 4% [3] Energy Sector - National Energy Administration releases guidelines to promote the integration of renewable energy, focusing on green hydrogen and ammonia [4] - Shandong Province plans to promote over 2,000 hydrogen vehicles and build 38 hydrogen refueling stations [4] - Heavy increase in revenue for Reformed Energy in fuel cell systems, with overseas revenue surging 360% [4] Hydrogen Energy Developments - Guofu Hydrogen Energy's Qilu liquid hydrogen project successfully achieves 10 tons/day production, marking a significant technological advancement [5] - CIMC Group strengthens its position in the energy storage container market, with recent share buybacks leading to a stock increase of over 14% [5] Pharmaceutical Sector - Gilead Sciences announces clinical development of ASC36 and ASC35, with a projected FDA submission in Q2 2026, leading to a stock increase of over 15% [6] - Kingsray Biotech reports strong growth in CARVYKTI, with significant market demand and treatment center coverage expansion [6] Weather Impact on Energy Demand - Upcoming cold wave expected to increase heating demand, benefiting natural gas operators like China Gas and New Hope Energy [7] TCL Electronics Performance - TCL Electronics reports a 20.4% revenue growth in H1 2025, with significant increases in overseas sales and market share in AI/AR glasses [8][9] - The company’s global strategy and product optimization contribute to a 5.3% increase in global TV shipments [9]