索尼剥离电视业务后，日本仍以独立路线维持电视整机制造的主要企业只剩松下控股。但松下也已将低 价机型生产外包，只有高端机型保持自己制造。业内人士指出，销量缩小将压缩研发的投入空间，未来 恐怕也会卷入产业整合。 电视制造业只是缩影。冰箱、洗衣机等传统白色家电领域，日企同样在经历业务出售或与海外企业重 组。而且随着中国企业成本控制与技术水平的提升，中国产品正在逐渐摆脱"价廉质低"的印象。 在东京一些电器大卖场，TCL、海信等中国制造的电视机已经开始出现在比较显眼的位置。最显眼的位 置仍是"REGZA""BRAVIA""VIERA"等日系品牌，但这些品牌背后的资本结构已发生变化。 以"REGZA"为例，该公司95%的股权由海信集团持有，东芝出资比例仅为5%。索尼电视业务将转入由 TCL集团持股51%的合资公司运营。虽然"索尼""BRAVIA"等品牌仍将保留，但在资本与运营层面，已 纳入中资体系。 报道提及，中国企业在价格方面有明显优势。在43英寸4K液晶电视这一主流规格上，中国产品价格约 为5万日元（约合2210元人民币），而日本厂商产品多在10万日元左右。同时，日企的液晶面板等关键 部件早就开始外购，技术上也难以凸 ...

Group 1 - The panel market is experiencing a "not dull off-season" with demand front-loading and supply-side adjustments, creating conditions for price increases [1][2] - The average price forecast for large-size panels in February 2026 shows an upward trend, with 65-inch TV panels expected to reach $171, a $2 increase from January, representing a 1.2% rise [1] - Major panel manufacturers are effectively stabilizing prices through capacity adjustments, which positively impacts profitability [1][2] Group 2 - The supply of medium and large-size panels is highly concentrated among leading companies, which are likely to adopt a unified pricing strategy, further reduced supply during the Chinese New Year [2] - The overall price trend for panels is expected to stabilize, with 65-inch TV panels projected to fluctuate between $168 and $177 throughout 2025, indicating reduced volatility [2] - Chinese panel manufacturers have increased their global market share to over 70% through continuous technological advancements and scale advantages, enhancing their pricing power [2][3] Group 3 - TCL Technology's subsidiary, TCL Huaxing, is maintaining competitive advantages in large-size products while rapidly growing in the small and medium-size segments, with a projected revenue exceeding 100 billion yuan and net profit over 8 billion yuan for 2025 [3] - BOE Technology Group is optimizing its product structure, with significant advancements in OLED technology, including the early activation of its 8.6-generation AMOLED production line, expected to enter mass production in the second half of 2026 [3] - The panel price is anticipated to remain moderately volatile in 2026, with major events like the World Cup expected to drive market demand [3]

本报记者 杨沙沙 李迅典 陈子帅 2026年米兰—科尔蒂纳冬奥会开幕式当地时间6日在米兰圣西罗奥林匹克体育场举行，为这场四年一届 的冰雪运动盛会拉开帷幕。当全世界的目光聚焦于冬奥赛场的速度与激情时，一批中国企业的身影闪耀 其中。中国企业凭借持续的技术革新以及完备的国内产业链，推出多样化的产品和服务，从滑雪杖到云 服务，再到各类人工智能（AI）终端设备，获得主办方、运动员等各方认可，在国际高端赛事市场中 的地位日益提升。接受《环球时报》采访的企业和专家都表示，中国企业在大型国际赛事中的"能见 度"不断提升，靠的是长期积累的技术、产业与品牌优势，以及国内冰雪产业发展带来的内生动力。 "我们的产品最轻、强度最好" "他们（客户）给我们的产品打上了'最轻、强度最好'的标签，非常信任我们的品质。"厦门彼尔纤维制 品有限公司总经理张雄辉近日在接受《环球时报》记者采访时说道，"目前世界排名前5的滑雪装备品牌 都是我们客户。"这家位于福建省厦门市的企业主要生产高端碳纤维、铝合金滑雪杖，是此次米兰冬奥 会的供应商。 本届米兰冬奥会依然少不了彼尔的产品。张雄辉提到，本届米兰冬奥会的越野滑雪项目中，登上领奖台 的选手所用滑雪杖基本 ...

Core Viewpoint - Sony Group's decision to divest its television business to a joint venture led by Chinese companies will increase the market share of Chinese-backed brands in Japan's television market to 60% [1][2]. Group 1: Market Dynamics - Japanese television manufacturers, once dominant in the global home appliance industry, are at a critical juncture in their business model transformation [1]. - Chinese brands such as TCL and Hisense are increasingly visible in Japanese electronics stores, indicating a shift in market presence [1]. - The ownership structure of Japanese brands like REGZA has changed significantly, with Hisense holding 95% of its shares, while Toshiba only holds 5% [1]. Group 2: Pricing and Competition - Chinese products have a clear price advantage, with a 43-inch 4K LCD television priced around 50,000 yen (approximately 2,210 RMB), compared to Japanese brands priced around 100,000 yen [2]. - Japanese companies have been outsourcing key components like LCD panels, diminishing their technological edge [2]. - Chinese-backed companies now account for a significant portion of television sales in Japan, with their market share expected to reach 60% when including Sony's brand under the new joint venture [2]. Group 3: Industry Trends - The overall market for flat-screen televisions in Japan has contracted, with shipments dropping from over 25 million units in 2010 to less than a quarter of that figure [2]. - In the global market, Japanese companies are losing their presence, with Samsung, LG, Hisense, and TCL projected to dominate the rankings by 2025 [2]. - Panasonic remains the only major Japanese company manufacturing televisions independently, but it has outsourced the production of lower-end models [2]. Group 4: Broader Implications - The television manufacturing sector reflects broader trends in the white goods industry, where Japanese companies are also selling off businesses or restructuring with foreign firms [3]. - Chinese products are gradually shedding the perception of being low-quality and cheap, as they improve in cost control and technology [3].

证券日报网讯 2月6日，TCL科技发布公告称，公司下属子公司TCL中环新能源科技股份有限公司（简 称"TCL中环"）控股子公司MaxeonSolarTechnologies，Ltd.（简称"Maxeon"）的全资子公司 MaxeonSolarPte.Ltd.（简称"MSPL"）与上海爱旭新能源股份有限公司（简称"爱旭股份"）于近日签署了 《专利许可协议》（简称"许可协议"），MSPL拟向爱旭股份授权其"背接触"太阳能电池及组件相关的 专利，授权其在全球范围内（美国地区除外）使用，授权期自协议签署之日起五年，许可费用总计人民 币165，000万元，按照协议约定分五年支付。该事项无需公司董事会和股东会审议。 （编辑 任世碧） ...

高效BC产品需求快速增长成为行业共识，本次交易有助于TCL中环协同产业链伙伴共建BC电池技术生 态，以差异化产品技术、优质知识产权助力行业破除"内卷式"竞争，推动行业健康有序发展；同时也有 助于TCL中环推动适度一体化战略，强化TCL中环在BC电池组件端的市场地位和竞争优势。 格隆汇2月6日丨TCL科技(000100.SZ)公布，公司下属子公司TCL中环新能源科技股份有限公司（简 称"TCL中环"）控股子公司Maxeon SolarTechnologies,Ltd.（简称"Maxeon"）的全资子公司Maxeon Solar Pte. Ltd.（简称"MSPL"）与上海爱旭新能源股份有限公司（简称"爱旭股份"）于近日签署了《专利许可 协议》（简称"许可协议"），MSPL拟向爱旭股份授权其"背接触"太阳能电池及组件相关的专利（简 称"BC专利"），授权其在全球范围内（美国地区除外）使用，授权期自协议签署之日起五年，许可费 用总计人民币16.5亿元，按照协议约定分五年支付。 ...

TCL科技子公司专利许可协议公告要点一、交易核心内容 双方需撤回所有与许可专利相关的未决诉讼 协议期内被许可方不得挑战许可专利有效性 爱旭股份发生控制权变更时，许可权利仅限于变更时已投产的生产线 本次交易不构成关联交易，预计不会对公司财务产生重大影响风险提示及免责条款市场有风险，投资需 谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑 本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 授权期限：5年（自2026年2月5日起） 授权范围：全球范围（美国除外），非独占、不可转让许可 专利覆盖：Maxeon已有及协议期内新增的所有BC专利（美国除外）三、其他要点 TCL科技子公司TCL中环下属公司maxeon solar Pte. Ltd.与爱旭股份签署专利许可协议，授权爱旭股份使 用"背接触"(BC)太阳能电池及组件相关专利。二、关键交易条款 许可费用：总计16.5亿元人民币（不含税），2026年支付2.5亿元，剩余14亿元于2027-2030年分期支付 ...

证券代码：000100 证券简称：TCL 科技 公告编号：2026-010 TCL 科技集团股份有限公司 关于子公司 TCL 中环下属公司签订专利许可协议的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、交易概述 TCL 科技集团股份有限公司（以下简称"公司"）下属子公司 TCL 中环新 能源科技股份有限公司（以下简称"TCL 中环"）控股子公司 Maxeon Solar Technologies,Ltd.（以下简称"Maxeon"）的全资子公司 Maxeon Solar Pte. Ltd. （以下简称"MSPL"）与上海爱旭新能源股份有限公司（以下简称"爱旭股份"） 于近日签署了《专利许可协议》（以下简称"许可协议"），MSPL 拟向爱旭股 份授权其"背接触"太阳能电池及组件相关的专利（以下简称"BC 专利"）， 授权其在全球范围内（美国地区除外）使用，授权期自协议签署之日起五年，许 可费用总计人民币 165,000 万元，按照协议约定分五年支付。 本次专利许可事项不构成关联交易，亦不构成《上市公司重大资产重组管理 办法》规定的重大资产重组。许可协 ...

Core Insights - The global smartphone panel shipment is projected to reach approximately 2.31 billion units in 2025, reflecting a year-on-year growth of about 3.4%, despite a slowdown in growth rate [1] - The growth is primarily driven by the continued scale expansion of a-Si LCD capacity and the ongoing penetration and shipment growth of flexible OLED models [1] Structure Insights - **a-Si LCD**: The total shipment is expected to be around 1.33 billion units in 2025, marking a year-on-year increase of 10.2%, showcasing strong resilience against economic uncertainties [3] - **LTPS LCD**: The shipment is projected to be about 87 million units, a significant decline of 51.4%, falling below 100 million units for the first time [3] - **Rigid OLED**: Shipment is estimated at 200 million units, down 7.7%, accounting for 22.4% of total AMOLED shipments [3] - **Flexible OLED**: Expected shipment is around 690 million units, with a year-on-year growth of 9.6%, driven by the penetration of mid-range smartphone models [4] Market Dynamics - The top five smartphone panel manufacturers are expected to hold a combined market share of 72.7% in 2025, an increase of 3.5 percentage points [6] - **BOE**: Maintains the largest market share at 23.8%, with total shipments of approximately 550 million units, primarily driven by a-Si LCD [6][8] - **Samsung Display (SDC)**: Holds a 16.4% market share with total shipments of about 380 million units, focusing on high-end flexible OLED [6][8] - **CSOT**: Achieves a market share of 12.3% with total shipments of around 280 million units, driven by a-Si LCD's cost advantages [7][8] Outlook Insights - The industry faces pressure from economic uncertainties and rising costs, leading to potential weakening demand for smartphone panels in 2026 [10] - Panel manufacturers are advised to optimize capacity structure, focusing on high-margin high-end models while reducing low-value mid-range capacity [10] - There is an emphasis on enhancing supply chain management and cost control to mitigate risks associated with market dependency [10]

如果说显示技术保障了赛事的"好看"，那么中国运动装备的科技进化则在保障赛事的"好用"。除了 TCL，在米兰的冰雪赛场上，中国品牌正通过硬核科技，在全球范围内提供竞技保障。 在2026年米兰冬奥会即将启幕之际，当地时间2月5日，南都湾财社记者从TCL获悉，来自湾区智造的人 文地标"雪绒奇境"米兰冬奥主题馆在意大利米兰中央火车站开馆。 这座位于欧洲腹地的科技人文地标，是粤港澳大湾区乃至中国科技企业全球化布局的一个缩影。据悉， 从显示终端到竞速装备，中国制造已全面渗透进此次冬奥会运行的"毛细血管"。 在"雪绒奇境"馆内，TCL展示了印刷OLED与Micro LED等前沿技术成果。其中包括全球首款印刷OLED 折叠便携显示屏及4K 120Hz印刷OLED显示器。作为下一代显示产业的竞争焦点，印刷OLED技术被视 为中国厂商实现弯道超车的关键。 TCL科技CEO王成表示，这些技术成果将在米兰冬奥会中发挥关键作用，为本届赛事增加活力和激情。 记者注意到，本届冬奥会上，中国品牌为多国运动员冲击金牌提供了"技术靠山"。安踏集团除助力中国 队外，还为希腊、意大利、荷兰等多个国家代表团提供专业装备；李宁品牌则将航天技术引入领奖装 ...