7月4日，创维光伏于曼谷四季酒店举办"光耀启航·Sail with SKYWORTH"品牌盛典，发布联合中国工商 银行（泰国）启动本地战略金融合作，并与投资机构泰山资本共同发起5亿美元亚洲清洁能源基金。此 次活动吸引了来自泰国及东南亚各国金融机构、能源协会及产业重要企业的160余位重量级嘉宾出席。 创维集团主席林劲在致辞中回顾了集团37年的发展历程。从家电制造到可再生能源，创维始终坚持技术 驱动与长期主义。如今，创维正将成熟的制造体系与全球供应链优势延展至新能源赛道。 中国工商银行（泰国）首席执行官、中泰商会主席李晓波表示，此次合作不仅体现中方企业对泰国的长 期承诺，也彰显金融力量在推动可再生能源和碳中和目标中的关键作用。 曲婉菲在演讲中系统阐述了创维光伏的发展战略。自2020年成立以来，公司全球累计装机量已达 25GW，建设逾75万座太阳能电站，已形成涵盖光伏组件、逆变器、储能系统及支架的垂直一体化产品 矩阵。她指出，创维光伏将以泰国为区域中心，计划在未来三年实现100亿泰铢营收，并通过本地化 EPC服务、技术赋能与金融合作，共同推动东南亚能源市场高质量发展。 创维集团首席投资官、创维光伏董事及海外业务首席 ...

7月3日，据日经中文网报道，日本船井电机株式会社（FUNAI，下文简称"船井电机"）在债权人 会议上宣布，拟将公司部分电视业务转让给中国创维集团。 创维预计将接管船井电机的北美市场业务，该业务主要负责销售飞利浦销售品牌电视。与此同时， 公司还将重新雇用在日本负责维修船井电机品牌电视的子公司员工，并经营该业务，以帮助创维在 日本提高家电产品销售额。此外，创维还将向船井电机采购维修电视所需要的零部件。 图片来源：创维 ▶ 关于集邦 据了解，在日本电视市场上，海信集团等中国企业的影响力不断增强。如果能够将船井电机的日本 业务纳入旗下，创维在日本市场的竞争力有望大幅提升。（集邦Display整理） #创维 #电视 【集邦Display显示产业交流群】 另据日本媒体透露，船井电机还尝试转让其日本境内电视机等影音设备（AV）业务给创维，但进 展并不顺利。 去年12月有消息称，船井电机已确定开始破产程序，破产申请方面的相关人士已开始进行谈判， 要将电视业务出售给创维。但随后，创维方面今年2月回应称，"没有收购。如果有任何收购计划 或事实，集团上市公司会对外发布公告"。 上下滑动查看 ...

资料显示，东方科脉专注于电子纸器件及模组的设计、研发、生产和销售，目前公司拥有四座电子 纸制造基地，其中两座位于浙江嘉兴、一座位于辽宁大连以及越南。公司于2023年6月提交上交 所主板IPO申请，计划募资6亿元扩建产能，但2024年5月因主动撤回终止审核。 根据 其 招股书显示，2020年度-2023年1-6月， 东方科脉 营业收入分别为47,723.59万元、 86,352.22万元和、121,384.72万元、62,872.11万元；同期净利润分别为6,869.09万元、 8,911.22万元、9,187.61万元、4,313.25万元。 【集邦Display整理】 近日， 浙江东方科脉电子股份有限公司 （ 下文简称" 东方科脉 " ） 越南 基地竣工投产 。 据悉， 该项目规划显示其占地13,237平方米，配备400名员工，预计年产能达2000万片电子纸显 示屏（含小/中/大尺寸），年产值约20吨。 图片来源： 东方科脉 #电子纸 #显示屏 ▶ 关于集邦 上下滑动查看 值得一提的是，除了东方科脉，同样位于越南的京东方电子纸相关项目也于近日实现量产。 6月10日，京东方越南智慧终端二期项目完成量产暨客户交 ...

Core Insights - The article highlights the dominance of Skyworth in the art television market during the "618" sales event, achieving top sales positions on major e-commerce platforms like JD and Tmall [1][3] - Skyworth's technological advancements and long-term investment in R&D have established it as a leader in the wallpaper television segment, with over 51 models produced across 20 series [3][5] - The company's unique ultra-thin heat dissipation technology enables seamless wall integration of televisions, setting a high standard that competitors struggle to match [7][9] Group 1 - Skyworth's wallpaper televisions secured the top 8 positions in the JD art television sales ranking, demonstrating a clear market leadership [1] - The brand's commitment to innovation is evident in its application of Mini LED technology and the integration of professional-grade sound systems, enhancing the overall user experience [7][9] - The success of Skyworth during the "618" event is attributed to its long-term technological strategy and ability to respond to market demands [9] Group 2 - Skyworth's achievements in the "618" sales event reflect its role as a growth engine and trendsetter in the industry, driving collaborative upgrades across the supply chain [9] - The company aims to continue redefining the boundaries of home appliances and lifestyle through disruptive innovation and advanced technology [9] - Skyworth's leadership in the 100-inch LCD and wallpaper television segments, along with its rapid growth in Mini LED sales, positions it for sustained market success [5][9]

Core Insights - The distributed photovoltaic (PV) industry is experiencing intense competition as various sectors, including home appliances and real estate, enter the market, disrupting previous business models and profit margins [1][3][4] Industry Overview - The distributed PV sector has seen a surge in participants, with companies like Skyworth, Haier, and TCL joining the fray, leading to a more competitive landscape [1][3] - The net profit margin for distributed PV stations is currently around 20%, with some companies like Xinneng Technology reporting as high as 29.54% due to rising industrial electricity prices [4][6] - However, the market is expected to become increasingly saturated, potentially leading to a "red ocean" scenario for competition [4][6] Market Dynamics - The competition is characterized by aggressive marketing strategies and flexible partnership models, as seen during the recent Jinan International Solar Exhibition [6][18] - The acquisition of "roof resources" has become a critical competitive factor, with companies needing to invest in channels to reach rural and lower-tier markets [6][11] Company Performance - Skyworth Group reported a revenue of 53.491 billion yuan in 2022, with a significant growth of 191% in its renewable energy segment, despite an overall decline in net profit [9][14] - The distributed PV segment of Skyworth has become a key growth area, with over 200,000 installed units across more than ten provinces [9][14] - The company's profit margin in the distributed PV sector is projected to be around 3%, significantly lower than other segments [16] Competitive Landscape - Major players in the distributed PV market include Zhengtai Aneng, Trina Solar, and Skyworth, with Zhengtai leading in user numbers and development scale [12][14] - The entry of home appliance companies into the PV market has changed traditional business models, with a focus on leveraging existing distribution channels and customer relationships [11][14] - The market is witnessing a shift towards rental models and financing solutions, which are impacting traditional EPC (Engineering, Procurement, and Construction) businesses negatively [17][18] Future Outlook - The distributed PV market is expected to double in size, with significant growth projected for 2023, despite challenges faced by traditional players [17][18] - The industry is still in its early stages, and the long-term viability of new business models and management practices remains to be seen [19]

Core Viewpoint - Skyworth Group achieved a remarkable annual revenue of 69.031 billion yuan in 2023, marking a 29.1% year-on-year increase, driven primarily by its burgeoning renewable energy business, particularly household photovoltaic systems [1][4][5]. Group 1: Financial Performance - The total revenue for Skyworth Group in 2023 was 69.031 billion yuan, with a gross profit of 9.645 billion yuan, reflecting a 17.5% increase from the previous year [1]. - The revenue growth of 29.1% is notable given the maturity of the domestic home appliance industry and the challenges posed by a declining population [1][4]. Group 2: Renewable Energy Business - The renewable energy segment, particularly household photovoltaic systems, contributed significantly to the revenue growth, accounting for 11.452 billion yuan of the total increase [4]. - Skyworth entered the renewable energy sector in 2020 and has rapidly ascended to become one of the top three players in the domestic household photovoltaic market, with revenue skyrocketing from zero to over 20 billion yuan in just three years [4][9]. Group 3: Market Dynamics - The rapid growth of the photovoltaic market is supported by national policies and a surge in distributed photovoltaic installations, with installed capacity increasing from 10.12 GW in 2020 to 43.5 GW in 2023 [6][9]. - Despite a price drop in photovoltaic components, which halved from 1.8 yuan per watt, the profitability of photovoltaic projects improved, stimulating downstream installation demand [9]. Group 4: Competitive Landscape - The household photovoltaic market is becoming increasingly competitive, with various players vying for "roof resources," which are crucial for installation [11]. - Skyworth's strategy includes offering high commissions to channel partners, which has pressured competitors and affected overall industry profit margins [11][10]. Group 5: Future Challenges - As competition intensifies, Skyworth faces challenges in maintaining its growth trajectory in the photovoltaic sector, with predictions of a slowdown in growth rates for 2024 [13][14]. - The company is exploring upstream production of photovoltaic inverters and expanding into commercial photovoltaic and energy storage sectors to diversify its business [14].

Core Viewpoint - The article discusses the sale of a 10% stake in LG Display (China) by Skyworth Group to LG Display (Guangzhou) for 1.3 billion yuan, marking Skyworth's exit from the investment, which is perceived as a "fire sale" given the significant undervaluation of the asset [1][5][13]. Group 1: Transaction Details - Skyworth's subsidiary signed an agreement to sell a 10% stake in LG Display (China) for 1.3 billion yuan, after which Skyworth will no longer hold any shares in the company [1][5]. - The sale price represents a significant discount, with the book value of the shares being approximately 740 million yuan, indicating a sale at about 55.5% and 62.7% of their book value [13][14]. - Skyworth aims to use the proceeds from the sale to improve liquidity and fund other business operations [14]. Group 2: Industry Context - LG Display's Guangzhou factory is a critical asset in the Chinese panel industry, with a total investment of 4 billion USD and a production capacity of 180K, contributing to 4% of the global TV panel market [10][11]. - The factory's operational challenges, including a drop in utilization rates to around 50%, have led to speculation about its future, with TCL and BOE expressing interest in acquiring the asset [8][10]. - The sale of the factory is seen as a reflection of the broader struggles within the global panel industry, where LG Display is shifting focus towards OLED and MLED technologies [10][11]. Group 3: Company Performance - Skyworth's revenue declined by 6.6% year-on-year to 29.83 billion yuan in the first half of the year, despite a slight increase in gross profit [19][21]. - The company has reduced its workforce by 3,000 employees while simultaneously increasing investment in facilities and equipment by over 60% to 342 million yuan [21]. - Skyworth's reliance on its home appliance segment, particularly TVs, has increased, with this segment accounting for 51.7% of total revenue, while other segments like new energy have seen significant declines [21][22].

Core Viewpoint - The Chinese television market is experiencing a downturn, with a 2.1% year-on-year decline in May's shipment volume, despite the early start of the 618 shopping festival on May 13, 2025, which is the longest in history [1][3] Market Performance - In May, the total shipment volume of televisions in China was 2.83 million units, marking a continuous decline for two months [1] - Cumulative shipments from January to May reached 14.035 million units, showing a slight increase of 1.7% year-on-year, primarily supported by strong performance in the first quarter [1] Brand Analysis - The top eight television brands in May collectively shipped 2.7 million units, a slight decrease of 0.9% year-on-year, with market concentration rising to 95.4% [4] - TCL, Hisense, and Skyworth, the traditional top three brands, shipped a total of 1.66 million units, down 2.4%, holding a market share of 58.7% [4] - Xiaomi's shipments increased by 9.1% to 600,000 units, raising its market share to 21.2% [4] - Changhong, Haier, and Konka combined shipped 340,000 units, down 4.2%, with a market share of 12.0% [4] Market Trends - The cautious inventory preparation by brands for the 618 shopping festival has further suppressed shipment momentum [3] - The upcoming expiration of the home appliance replacement subsidy policy is expected to stimulate consumer purchases during the 618 period [4] - The market is undergoing a significant reshuffle, with oversupply, weak demand, and competition from substitutes leading to a "survival of the fittest" scenario [7] Competitive Landscape - Xiaomi's growth is attributed to its high cost-performance strategy and ecosystem synergy, making it a standout performer in a cooling market [5] - TCL is expected to maintain its leading position, having shipped nearly 2.6 million units from January to April, with a year-on-year growth of 20.2% [6] - Konka faces severe challenges, having dropped to eighth place and experiencing significant declines due to management changes affecting operational continuity [6]

5月31日，两份捷报传来，京东、天猫两大核心电商平台，创维壁纸电视双双斩获618开局销售榜单的桂冠，以碾压之势领跑行业。京东平台（5月30日晚8点 至6月20日竞速榜）数据显示，截至5月31日14时，艺术电视品类累计榜中，创维壁纸电视独揽TOP10中的前八席；而在天猫平台，截至5月31日更新，艺术 电视机新品榜前3名，同样被创维悉数包揽！ 这份沉甸甸的双平台销售冠军成绩单，绝非市场的偶然垂青，而是亿万消费者用真金白银为"技术创维"的卓越产品力投下的最真实信任票，再次夯实了创维 在壁纸电视市场的"榜一大哥"地位。 "技术创维、敢创敢为"，这不仅是镌刻在创维品牌基因中的核心信仰，更是驱动创维持续定义行业未来的不竭引擎。在艺术电视这片被创维率先开垦并持续 引领的疆域，销售领先只是表象，以颠覆式技术创新定义行业标准才是创维的追求。 其核心杀手锏之一，便是创维凭借独家超薄散热专利技术，以科技成就贴墙之美。这项独步行业的专利技术，攻克了超薄电视散热的业界瓶颈，使得电视机 身真正实现与墙面"零距离"的艺术化融合，将冰冷的科技产品升华为点亮家居空间的美学臻品。不仅如此，从率先将Mini LED显示技术应用于超薄的壁纸 电视， ...

Core Insights - The company Skyworth has achieved significant sales success during the "618" shopping festival, topping sales charts on major e-commerce platforms JD and Tmall with its wallpaper TVs [1][6] - Skyworth has been a pioneer in the high-end niche of artistic TVs, demonstrating strong consumer trust in its product capabilities through substantial sales figures [1][9] - The company's long-term investment in technology research and development, along with its ability to anticipate market trends and understand user needs, has established a robust competitive advantage [1][4] Company Development - Skyworth has been focused on the wallpaper TV segment for 8 years, successfully producing over 51 models across 20 series, showcasing its evolution from a single wallpaper TV to a comprehensive wall-mounted solution [3] - The company's commitment to innovation is reflected in its proprietary ultra-thin heat dissipation technology, which enhances the aesthetic appeal of wall-mounted TVs while improving picture quality through Mini LED technology [4] - Continuous high investment in research and development has solidified Skyworth's position as a leader in the artistic TV market, setting high entry barriers for competitors [4][6] Market Position - Skyworth's growth trajectory and ongoing technological advancements have positioned it as a growth engine and trendsetter within the artistic TV industry [6] - The success during the "618" festival not only provides a strategic advantage but also reinforces Skyworth's status in the artistic TV sector, indicating a strong potential for future growth [9] - With a solid foundation of technological expertise and market barriers, Skyworth aims to achieve further victories throughout the entire "618" period [9]