Core Insights - The CES 2026 reflects a significant shift in the AI landscape, moving from a peak of enthusiasm in 2024 to a more subdued reality where AI is less prominent in product showcases [3][11] - Major companies like LG and Panasonic are still promoting AI products, but the novelty and excitement have diminished, with many offerings appearing outdated [5][6] - The industry is experiencing a "trough of disillusionment" as the initial hype around AI has faded, revealing unfulfilled promises and consumer fatigue [11] Group 1: Industry Trends - The AI hype has receded, with many once-prominent products, such as Samsung's Ballie robot, no longer present at CES 2026 [8][10] - Companies are now focusing on integrating AI into existing products rather than introducing groundbreaking innovations, leading to a more pragmatic approach [16][26] - Startups are leveraging AI to fill specific market gaps, moving away from grand narratives to practical applications in niche areas [16][34] Group 2: Product Developments - AI integration in health monitoring and sleep technology has become prevalent, with products like Sleepal's AI Lamp utilizing advanced sensors for comprehensive data collection [17][21] - The emergence of "Semi-AI Native" products, such as AI recording pens and portable recorders, demonstrates a trend of enhancing existing functionalities with AI capabilities [26][27] - AI play products are gaining traction, focusing on entertainment rather than companionship, indicating a shift towards gamifying AI experiences [41][47] Group 3: Consumer Insights - Consumers are increasingly skeptical about the practical benefits of AI products, with many expressing a desire for tangible utility rather than abstract promises [13][19] - The market for AI products is evolving, with a focus on enhancing user experiences through practical applications rather than relying solely on AI's perceived magic [48][49] - The shift from a "magical" perception of AI to a more business-oriented approach signifies a maturation of the industry, where real-world applications are prioritized [49]

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 ...

2025年，中国制造正迎来一场深刻的动能之变。 在这场变革中，以人工智能等为代表的新兴技术，正从实验室走向千行百业，为中国制造披上科技"新铠甲"，成为驱动产业升级的引擎。 在这一过程中，1.76万家国家级"小巨人"企业领航创新，14万家专精特新中小企业筑基产业生态，60万家科技和创新型中小企业破土生长。 这组数字背后，是中国制造从规模优势向质量优势、系统优势跃升的生动写照。一个以技术扎根、场景落地、生态共生为特征的高质量发展新 格局正在形成。 动能之变：从"制造"到"智造"的全面升级 2025年，家电巨头长虹在"世界品牌500强"榜单排名跃升了4位。其背后，正是"AI+"战略的全面深化。 长虹构建了覆盖"AI+制造、AI+产品、AI+运营"的全产业链智能布局，其参与自研的"云帆AI大模型"成为四川省首个通过备案的大模型平台， 为家电注入"灵魂"。 从能预判食材保鲜需求的AI冰箱，到可实现"一句话多指令"交互、年省电759度的AI空调，科技让传统家电从"功能终端"进化为"懂你的家 人"。 在产品上，长虹重构人机交互，推动全屋智能进化，让长虹AI家电"比你更懂你"，实现了从单一产品到智慧家居系统的转型。 相对应的 ...

12月22日，TCL电子（股票代码：1070.HK）在2026格隆汇"金格奖"年度卓越公司评选中荣获"年度投资价值奖"和"年度卓越IR团队"两项大奖。奖项不仅肯 定了公司过去一年的成绩，也认可其在显示技术革新、全球化布局及创新业务拓展上的前瞻性。 12月11日，2025 TCL全球技术创新大会展示了一系列AI端侧产品，包括雷鸟智能眼镜X3 Pro、小蓝翼新风AI空调、AI超级筒洗衣机、AI冰箱、电视大智能 体、AI陪伴机器人TCL AiMe等。 据悉，TCL自研电视行业首个超级大智能体，从AI画质、AI音质、AI内容生成、AI交互四大维度为用户带来更加智能，更加便捷，更加有趣的家庭影音娱 乐体验。未来，随着语义理解与多模态交互加强，超级大智能体有望加快电视从"显示终端"向"智能交互入口"演进。 2025年，TCL电子以Mini LED电视为突破口，在全球彩电市场逆势中实现量价齐升，同时人工智能在业务以及企业管理中的应用成效显著，构成了TCL电 子"高成长、稳分红"的投资逻辑。 一、技术领先与创新突破：Mini LED与AI双轮驱动 彩电行业曾长期被视为增长见顶的"慢行业"，但TCL电子通过Mini LED技术 ...

Core Viewpoint - The World Brand Lab announced the 2025 World's 500 Most Influential Brands list, with China having 50 brands, ranking third globally. Changhong ranked 279th, rising 4 places from 2024, and is the 22nd Chinese brand on the list, marking its 22nd consecutive year in the ranking [1][2]. Group 1: Brand Influence and Rankings - Changhong's brand influence has been consistently improving, attributed to over 20 years of international expansion, accelerated smart transformation, and a focus on digitalization and brand rejuvenation [5]. - In June 2025, Changhong's brand value was reported at 252.139 billion yuan, ranking 51st in the 2025 Asia Brand 500 list, establishing a solid foundation for its global brand positioning [12]. Group 2: Business Development and Innovation - Changhong has transformed from a single manufacturing entity to a diversified multinational group, focusing on smart home, digital industry, special equipment, green energy, and healthcare, with a market presence in over 160 countries [6][7]. - The company has implemented AI technologies across its product lines, including AI televisions and refrigerators, enhancing its smart home offerings [7][8]. Group 3: Manufacturing and Technological Advancements - Changhong is evolving from traditional manufacturing to "smart manufacturing," with a focus on automation and intelligent upgrades across its 22 global manufacturing bases [10]. - The company has invested over 2.5 billion yuan in smart factory construction, achieving significant improvements in productivity and efficiency, including a 43% increase in labor productivity and a 76% reduction in product defect rates [11]. Group 4: Marketing and Global Strategy - Changhong has engaged in sports marketing, becoming a title sponsor for international events, which enhances its brand visibility and aligns with its core values of technological innovation [12][13]. - The company has established a unique global brand strategy, covering various international sports events, thereby strengthening its market presence and brand image [13].

12月17日，世界品牌实验室(World Brand Lab)揭晓了2025年度(第二十二届)《世界品牌500强》榜单，在 这份汇聚全球顶尖品牌的权威榜单中，中国上榜品牌数量已达50个，稳居全球第三。其中，长虹位列第 279位，较2024年跃升4位。 据悉，世界品牌实验室编制世界品牌报告已连续发布22年，长虹作为中国科技制造行业代表品牌，凭借 卓越的AI家电体验、领先的技术创新和强大的品牌影响力，在全球品牌中的位次不断提升。 今年6月，在世界品牌实验室发布的"2025年中国500最具价值品牌"榜单显示，长虹品牌价值达2521.39 亿元，在9月发布的"2025年亚洲品牌500强"榜单中，长虹位列第51位，再创历史新高，这些都为长虹在 世界品牌阵营中的位次提升奠定了坚实基础。 体育为媒：让全球冰雪赛场成为长虹"主场" 在市场竞争日益激烈的今天，品牌影响力已成为企业竞争力的重要组成部分。日前，在由长虹冠名的 2025-2026赛季国际雪联滑雪大跳台世界杯上，随着苏翊鸣夺得金牌，冬日激情再次被点燃。当全球观 众将目光聚焦在这场冰雪盛宴的同时，作为冠名赞助商的长虹，也受到海量用户的关注。 同时，经过多年发展，长虹的体 ...

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]

消费电子ETF紧密跟踪中证消费电子主题指数，中证消费电子主题指数选取50只业务涉及元器件生产、 整机品牌设计及生产等消费电子相关的上市公司证券作为指数样本，以反映消费电子主题上市公司证券 的整体表现。 截至2025年12月12日 10:44，中证消费电子主题指数(931494)上涨0.40%，成分股东山精密(002384)上涨 4.90%，瑞芯微(603893)上涨3.47%，信维通信(300136)上涨3.29%，芯原股份(688521)上涨3.23%，水晶 光电(002273)上涨3.11%。消费电子ETF(561600)上涨0.43%，最新价报1.18元。 消息面上，AI（人工智能）端侧产品正呈现爆发式增长态势。12月11日，2025TCL全球技术创新大会在 广州举行，展示区的一系列AI端侧产品成为焦点，雷鸟智能眼镜X3 Pro、小蓝翼新风AI空调、AI超级 筒洗衣机、AI冰箱、电视行业首个大智能体、AI陪伴机器人TCL AiMe等悉数亮相。AI端侧产品的创新 不仅重构用户与智能设备的交互方式，更带动全产业链升级，激活万亿元级市场。第三方数据公司弗若 斯特沙利文预测，2025年至2029年，全球AI端侧 ...

12月12日（星期五），今日报刊头条主要内容精华如下： 专题：四大证券报精华 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 中国证券报 外资巨头发声！看好中国科技股 日前，瑞银财富管理举行2026年度投资展望会，瑞银财富管理大中华区投资总监及亚太区宏观经济主管 胡一帆分享了对2026年全球经济形势及资本市场的展望。胡一帆认为，2026年人工智能（AI）行业资 本支出保持强劲增长，AI有望继续引领全球市场上涨。其中，中国市场蕴含结构性机遇，科技板块尤 其值得关注。在投资策略上，建议采取多元化配置，保持适当流动性，构建跨资产、跨区域的投资组 合，并通过黄金等大宗商品及另类资产对冲风险，以在市场波动中寻求稳健回报。 重大资产重组！"小巨人"拟收购"小巨人" 12月11日晚，北交所上市公司创远信科发布重大资产重组报告书草案，拟以发行股份及支付现金的方 式，收购上海微宇天导技术有限责任公司100%股权，交易总价为8.86亿元。本次收购是"并购六条"相关 政策发布以来，北交所市场第二单重大资产并购重组案例，符合鼓励上市企业通过资本市场进行并购重 组以促进资源整合优化的政策导向，标志着北交所并购 ...

转自：新华财经 优化金融机构体系，推动各类金融机构专注主业、完善治理、错位发展。"十五五"规划建议为中小银行 发展定下基调：需在改革化险的同时，重塑行业核心竞争力。2025年，中小银行迎来改革浪潮。今年以 来，多家村镇银行被吸收合并为国有银行、股份制银行或城商行的分支机构。据企业预警通统计，仅今 年下半年以来，就有超200家中小银行因批复合并或批复解散等缘由而注销。 近期，从摩尔线程到沐曦股份，网下配售名单中高频出现幻方、九坤、衍复等头部量化机构的身影，两 家国产GPU龙头企业IPO引发了量化私募的抢筹热潮。不限于股票打新，一场围绕"双创"领域的布局已 悄然展开，多家量化私募正加紧推出科创、双创及AI等细分主题产品，试图在波动更大、交易更活跃 的市场中捕捉超额收益。值得注意的是，在不少头部量化私募积极布局科创产品线的同时，也有一些机 构在同步推进红利产品的布局。近期卓识私募密集布局了一系列"中证红利指数增强"产品，茂源量化、 世纪前沿也都布局了红利主题的相关产品。 证券时报 12月10日至11日召开的中央经济工作会议总结2025年经济工作，分析当前经济形势，部署2026年经济工 作。继12月8日中央政治局会议 ...