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Li Dongsheng, Deputy To The National People'S Congress And Founder Of TCL

2021/3/4 10:36:00 0

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Ni Yuqing, reporting group of the National People's Congress and the National People's Congress of China Southern finance and economics all media group reports from Shenzhen

"As a representative of enterprises, I pay more attention to the construction of a new development pattern in the 14th five year plan and how China's economy adapts to and changes in the restructuring of the global economic pattern. At the same time, it also pays attention to the industrial policies that have a greater impact on China's economic development, such as scientific and technological innovation. Some countries' restrictions on China's key technologies and key materials have greatly affected the development of some Chinese enterprises and industries. Therefore, under the new development pattern, how to make up for the weaknesses, strengthen the core technical ability and break the monopoly are very important links in the construction of the new development pattern. " Recently, Li Dongsheng, deputy to the National People's Congress and founder of TCL, said in an interview with 21st century economic reporter.

He believes that China's manufacturing industry has comparative advantages and suggests "going out" to expand this advantage to the global market.

Therefore, in 2021, at the two sessions of the National People's Congress, Li Dongsheng prepared relevant suggestions on supporting Chinese enterprises to strengthen dual circulation and accelerate globalization. In addition, he also prepared five other suggestions, focusing on the fields of network behavior, low-carbon, display industry and laws and regulations.

On the overall economic situation this year, Li Dongsheng said: "I am cautious and optimistic. The economy will rise gradually in 2020 and return to normal level by the fourth quarter. This growth will continue in 2021. Affected by the epidemic in the first half of last year, the base number will be relatively low. China's economic growth is expected to be slightly higher than normal years (such as 2019), and the global economic situation will be better this year than in 2020. "

Speed up globalization strategy

Although globalization is suffering from external factors such as geopolitics, the pace of Chinese enterprises has never stopped. TCL is one of the pioneers to explore the development of globalization in China. In recent years, TCL has been continuously promoting the globalization strategy, and has been investing in overseas plants. Last year, Li Dongsheng once mentioned that there is no "pause key" in economic globalization. The establishment of a more comprehensive and reliable global industrial chain and local operation can better resist the impact of uncertainty.

TCL's early layout has begun to show results. "In 2020, TCL's overseas business revenue will continue to grow, with exports reaching 11.1 billion US dollars, up 23.6% year on year," Li Dongsheng told the 21st century economic report. Overseas revenue is based on the perfect industrial chain supply chain system we have established in the world. If the enterprise has a global industrial chain, the export can be increased. "

It is worth noting that in the composition of products sold overseas, TCL's ability to export has undergone structural changes. "Export includes two parts: one is product export, the other is the export of core devices, materials and equipment. This part will form value-added in TCL's overseas industrial chain - after the products are made locally, they will be sold locally. Now most of TCL's overseas sales share is the second way. Instead of exporting complete machines, we export core components, materials and equipment to support TCL's overseas business expansion. " Li Dongsheng said.

The establishment of overseas factories has led to a large number of equipment exports. Although it can not be fully reflected in overseas sales revenue, it can solve the challenge of tariff. Li Dongsheng analyzed: "in the global market, the import tariff of the United States is the lowest, but in the past two or three years, the situation has changed because the United States has increased taxes on Chinese products alone. The tariff of other countries is relatively high, including the European market, whose color TV import tariff is 14%, and most other countries are higher than this standard. So if we want to be competitive in the target market, we have to set up a local factory to manufacture and sell locally. "

He said that under the new globalization pattern, enterprises should effectively avoid tariff and non-tariff barriers in overseas markets. "Take North America as an example. If it is produced in Mexico and reaches the local supporting capacity, it can enjoy the Mexican origin policy, and there is no need to pay U.S. tariff (3.9%). Although the comprehensive cost of production in Mexico is higher than that in China, it is still more cost-effective to produce in Mexico in comparison with the 3.9% tariff imposed by the United States and the additional taxes imposed by the United States unilaterally on China. "

As early as the year before last, TCL began to build Mexico's second factory and India's industrial park. Li Dongsheng told reporters that factories in both places will be put into operation this year. At the same time, TCL has also expanded factories in Brazil, Indonesia and Vietnam, and these capacity will be released in succession. "Therefore, the biggest difference between the global layout of the industrial chain and the traditional export trade is that the former can be truly implemented and embodied‘ "The domestic and international dual circulation promotes each other", which can make a sustained response to the changes in the global economic pattern and the new challenges of trade protectionism. "

In addition, Li Dongsheng put forward relevant suggestions to support domestic enterprises to participate in the "dual cycle" pattern. First, reshape and improve the large cycle industrial chain. Specifically, we should build a national system to tackle key problems in core technology and attract more social capital to invest in high-tech industries. We should encourage core enterprises in the industrial chain to actively expand into high value-added fields. We should strengthen fiscal and tax support, implement targeted policies, and retain core industries. Secondly, help domestic enterprises to improve their global operation ability. To be specific, it is necessary to establish an international trade environment risk prevention and control system, broaden financing channels for enterprises' overseas development, and support enterprises to set up factories overseas and carry out localized operation.

From "showing power" to "showing power"

At present, the display panel is one of the pillars of TCL's core plate. Last year, the market share of TV panel ranked second in the world. In the first three quarters of 2020, the sales area of large-size panels was 20.71 million square meters, up 44.9% year-on-year, and 34.48 million pieces, up 14.9% year-on-year. Last year, TCL China Star acquired Samsung (SDC) Suzhou production line, T7 is about to usher in formal mass production, will further increase the supply.

The development of TCL China Star is also a sample of the rise of domestic display industry. After breaking through the lack of LCD screen, TCL China Star is making efforts to catch up with and surpass in the field of new display.

Li Dongsheng told reporters that the overall output value of China's new display has exceeded 400 billion yuan, and the scale of LCD industry ranks first in the world. However, in terms of new display technology, efforts are still needed to change from a "display power" to a "display power". The "display power" is mainly reflected in technological progress and the development of new product technology. In addition, it is necessary to strengthen the supporting capacity of the industrial chain and strengthen the key core materials and equipment as soon as possible.

"At present, China is already the world's largest manufacturer in the LCD industry. Therefore, during the" 14th five year plan "period, China's advantages in the field of LCD will be further improved, and we will dominate the global LCD industry," Li Dongsheng said of the display pattern. "Secondly, new types of displays will have different patterns, such as OLEDs, which have been formed in small and medium-sized fields (especially in the field of small and medium-sized devices) The proportion of mobile phones will be further increased. In the field of OLED, foreign enterprises still have great advantages, and Chinese enterprises are still catching up. "The 14th five year plan" period will be a catch-up period for Chinese enterprises in the OLED industry. "

In addition, in the field of large-scale OLED, Chinese enterprises have the opportunity to overtake on the curve. "At present, the vacuum evaporation process currently used in large-scale OLED has no advantage. It is understood that existing manufacturers are difficult to make profits in this field. However, in the next few years, OLED will have an opportunity for technological breakthrough, that is, the production process of OLED will be changed from steam plating to ink-jet printing. The advantage of inkjet printing process is that the material consumption will be greatly reduced, the production temperature can be normal temperature, and the environment does not need vacuum, so the process has great advantages in theory. In the future, in the field of large screen, the cost competitive printed OLED will replace part of the market of high-end liquid crystal products, and its performance will also have a breakthrough. " Li Dongsheng said.

TCL China Star speeds up the layout of new technologies. In the field of ink-jet printing, TCL has begun to lay out. At the same time, TCL is also doing technology research and development in micro led and mini led. In the future, the technology and pattern of display field will change.

For the development of new display industry ecology, Li Dongsheng put forward specific suggestions as follows: first, strengthen the top-level design of the industry; second, support the extension and expansion of the industrial chain to build a complete and efficient supply chain system; third, encourage enterprises to increase R & D investment, and strive to keep pace with the international advanced level in the field of next-generation display technology; fourth, support the industry to carry out international exchanges.

Focus on high tech industry

In recent years, TCL has been making breakthroughs in the high-tech field, from the well-known intelligent terminal, to the semiconductor display and material industry, and then to the semiconductor and new energy materials industry. It has continued to build the core intelligent manufacturing barriers and form three business lines. Last year, TCL's performance has also maintained growth. For example, in the LCD panel field, it has become one of the leading domestic brands. In 2020, the global sales of TCL brand TVs were 23.93 million, with a year-on-year increase of 15.9%, ranking the top three in the world. Overseas sales of 17.13 million sets were up by 27.2% year-on-year.

From the perspective of investment and acquisition, TCL's offensive was quite rapid last year, ranging from joled, Samsung's Suzhou LCD factory, Zhonghuan semiconductor, to recently increasing its holdings in omagama refrigerator industry. Behind the frequent actions, TCL's strategy is consistent. TCL's layout in the upstream and downstream of the industry is more in-depth and more core, which also reflects the trend of integrated competition in the industry. After the merger and acquisition, TCL will also face the challenge of integration period. How TCL cooperates with these three industries and whether it will further expand its business is also the focus of attention of the outside world.

As for the LCD factory of Samsung in Suzhou, Li Dongsheng told the 21st century economic report: "we have made in-depth exchanges with Samsung and will strive to achieve a smooth transition. Because this is a cross-border acquisition, the approval process is relatively long. It is expected that the business delivery will be completed in March, and the integration work will officially start in the second quarter. In addition, the recent production of T7 will bring new increment. We expect that the output (actual production quantity) of TCL Huaxing this year will increase greatly compared with last year, and the increase is expected to exceed 30%. "

Talking about participating in the mixed reform of Zhonghuan group, Li Dongsheng said: "at present, the main products of Zhonghuan semiconductor are silicon wafers and crystalline silicon. Like the other two core industries, we should lay out according to the global leading goal and develop it into a global leading business. Another business of Zhonghuan semiconductor is semiconductor materials, mainly used in semiconductor power devices and integrated circuits. At present, small size silicon wafers, ranging from 8 inches to 12 inches, have been distributed. In the global production capacity, we do not account for a large proportion, so we need to develop vigorously. Now China is vigorously developing integrated circuits. About 90% of our silicon wafers depend on imports. Therefore, how to increase the proportion of domestic products will be the key point of industrial development. "

It can be seen that TCL continues to focus on high-tech, heavy asset and long-term industries. Li Dongsheng said that in the development of some key industries, how can technology keep catching up with and surpassing? How can core devices, materials and equipment not be controlled by people? How can market expansion adapt to the changes of the new global economic pattern and trade rules? These are the problems that Chinese enterprises need to pay special attention to and solve vigorously during the "14th five year plan" period.

In the core field of integrated circuits, Li Dongsheng also disclosed that TCL technology has established a semiconductor business department and is ready to look for opportunities for the development of the semiconductor industry in three aspects.

"First, there are investment opportunities in the field of semiconductor power devices. At present, the market demand of the industry is growing steadily. TCL plans to expand its production capacity and improve its technology in semiconductor power devices, so as to make a breakthrough in this field. Semiconductor power devices are the main devices we need, and most manufacturing industries including new energy vehicles will involve semiconductor power devices.

"Second, most of the IC companies we know, such as Qualcomm, MTK and zhanrui, have no direct investment in wafer manufacturing products. In accordance with this business model, we are looking for breakthroughs in the related needs of our intelligent terminals, semiconductor display and materials, semiconductors and new energy. In the third area, we should give full play to the advantages of the company's capital platform, including its industrial funds, seek investment opportunities in the integrated circuit industry, give play to the industrial synergy effect, and enhance our competitiveness. "

 

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