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Caixin Global

Articles from Caixin Global

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Equity Bottom-Up

<ul><li>TCL Technology Group Corp.</li><li>(000100.SZ +7.51%), a leading Chinese electronics maker, has agreed to pay 10.8 billion yuan ($1.54 billion) to acquire LG’s two display factories in Guangzhou, as Chinese manufacturers strengthen their dominance in the liquid crystal displays (LCD).</li><li>TCL China Star Optoelectronics Technology (TCL CSOT), a subsidiary of TCL Technology, will acquire 80% of LG Display China and the entire stake of LG Display Guangzhou.</li></ul>

TCL Technology Group Corp.(000100.SZ +7.51%), a leading Chinese electronics maker, has agreed to pay 10.8 billion yuan ($1.54 billion) to acquire LG’s two display factories in Guangzhou, as Chinese manufacturers strengthen their dominance in the liquid crystal displays (LCD).TCL China Star Optoelectronics Technology (TCL CSOT), a subsidiary of TCL Technology, will acquire 80% of LG Display China and the entire stake of LG Display Guangzhou.

TCL Acquires LG Display’s LCD Plants in Guangzhou as Industry Consolidates 

Thematic (Sector/Industry)

<ul>
<li>China-made home appliance exports have exceeded $100 billion for four straight years as manufacturers in the country have pushed into the high-end market as part of their global expansion efforts.</li>
<li>Home appliance shipments from China rose 14.8% last year to $128.6 billion, according to an annual report released last month by the China Chamber of Commerce for Import and Export of Machinery and Electronic Products (CCCME).</li>
<li>Zhou Nan, secretary-general of the CCCME’s home appliance branch, called the pace “incredible.</li>
</ul>


China-made home appliance exports have exceeded $100 billion for four straight years as manufacturers in the country have pushed into the high-end market as part of their global expansion efforts.
Home appliance shipments from China rose 14.8% last year to $128.6 billion, according to an annual report released last month by the China Chamber of Commerce for Import and Export of Machinery and Electronic Products (CCCME).
Zhou Nan, secretary-general of the CCCME’s home appliance branch, called the pace “incredible.


China’s Home Appliance Exports Grow as Makers Eye Emerging, High-End Markets 

Cross Asset Strategy

<ul><li>Home appliance / China’s home appliance exports grow as makers eye emerging, high-end markets</li><li>Stocks /: China’s Two Sessions report boosts investor confidence, as stocks upgraded to ‘overweight’</li><li>Power /In Depth: Chemical plant with its own power grid proves viability of disruptive model</li></ul>

Home appliance / China’s home appliance exports grow as makers eye emerging, high-end marketsStocks /: China’s Two Sessions report boosts investor confidence, as stocks upgraded to ‘overweight’Power /In Depth: Chemical plant with its own power grid proves viability of disruptive model

CX Daily: Home Appliance Exports Grow as Makers Eye Emerging, High-End Markets 

<ul><li>Stimulus / Cover Story: China’s stimulus bomb sparks optimism, but economy may still struggle</li><li>Asia New Vision Forum /Asia New Vision Forum: China expected to be world’s biggest economy by 2050, Thornton says</li><li>Political /: Ex-local lawmaker becomes latest official punished for his reading material</li></ul>

Stimulus / Cover Story: China’s stimulus bomb sparks optimism, but economy may still struggleAsia New Vision Forum /Asia New Vision Forum: China expected to be world’s biggest economy by 2050, Thornton saysPolitical /: Ex-local lawmaker becomes latest official punished for his reading material

CX Daily: China’s Stimulus Bomb Sparks Optimism, But Economy May Still Struggle 

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>SLMs aiming to expand presence in GenAI business opportunities, while Joinsoon Electronics plans for 50:50 production split in Thailand by 2025.</li><li>European carmakers face challenges from potential Chinese retaliation against tariffs; South Korean equipment makers benefit from Chinese companies targeting OLED technology.</li><li>Global gaming subscription market expected to reach US$19 billion by 2024, with ITRI, SIIQ, MOEA collaborating to develop resilient semiconductor industry ecosystem. Taiwan's offshore wind farm installation signals industry shifts.</li></ul>

SLMs aiming to expand presence in GenAI business opportunities, while Joinsoon Electronics plans for 50:50 production split in Thailand by 2025.European carmakers face challenges from potential Chinese retaliation against tariffs; South Korean equipment makers benefit from Chinese companies targeting OLED technology.Global gaming subscription market expected to reach US$19 billion by 2024, with ITRI, SIIQ, MOEA collaborating to develop resilient semiconductor industry ecosystem. Taiwan's offshore wind farm installation signals industry shifts.

Tech Supply Chain Tracker (10-Sep-2024): SLMs expand in GenAI markets - DIGITIMES.

China

TCL Corporation manufactures electronic products, telecommunication products, home appliances, and electrical products.  The Company's products include televisions, mobile phones, personal computers, air-conditioners, washing machines, refrigerators, and other related products.

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TCL Corp (A) (000100 CH)

TCL Acquires LG Display’s LCD Plants in Guangzhou as Industry Consolidates

TCL Technology Group Corp. (000100.SZ +7.51%), a leading Chinese electronics maker, has agreed to pay 10.8 billion yuan ($1.54 billion) to acquire...

Caixin Global

China’s Home Appliance Exports Grow as Makers Eye Emerging, High-End Markets

China-made home appliance exports have exceeded $100 billion for four straight years as manufacturers in the country have pushed into the high-end...

Caixin Global

CX Daily: Home Appliance Exports Grow as Makers Eye Emerging, High-End Markets

Home appliance / China’s home appliance exports grow as makers eye emerging, high-end markets China-made home appliance exports have exceeded $100...

Caixin Global

CX Daily: China’s Stimulus Bomb Sparks Optimism, But Economy May Still Struggle

Stimulus / Cover Story: China’s stimulus bomb sparks optimism, but economy may still struggle What a difference a week can make. As millions...

Caixin Global

Tech Supply Chain Tracker (10-Sep-2024): SLMs expand in GenAI markets - DIGITIMES.

DIGITIMES Research: SLMs expanding in GenAI, Joinsoon Electronics targeting 50:50 split in production by 2025. Challenges for European carmakers,...

Tech Supply Chain Tracker

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