21世纪经济报道吴立洋 近日，据媒体报道，日本电子巨头松下将于今年4月将北美及欧洲的电视销售业务移交给创维集团，自 身则专注于日本本土市场销售及高端机型生产，目的是借此降低自身在人事、物流等方面的成本。 需要指出的是，松下电视业务的大规模变动早在一年前便已有所预兆。 2025年2月4日，松下召开集团经营改革说明会，松下公司社长、松下电器CEO楠见雄规在会上表示，松 下电器将在解散后重组为聚焦智能生活、元器件与解决方案领域的三家公司，各公司间相互独立。2月6 日，松下电器在官网发表声明表示，其电视业务具体变革仍在研讨中，尚未就出售或退出等相关事宜作 出决定。 而在更早之前的2024年9月，松下电视则在退出美国市场十年后，重新宣布推出OLED旗舰Z95A、次旗 舰Z85A，及MiniLED旗舰W95A三款产品，其中 Z95A采用了LG第二代 MLA OLED面板，W95A电视则 由TCL茂佳代工，三款机型均接入亚马逊Fire TV操作系统并联通亚马逊智能家居生态，三款产品尺寸 在55英寸至85英寸间，均定位在中高端市场。 但如今松下先后释出考虑出售电视业务的消息，与确认移交欧美市场销售业务，其单独重返美国市场的 ...

松下拟通过结构性改革，提升电视业务收益，而创维则希望实现在全球彩电市场的低成本扩张。 2月24日，松下相关人士向第一财经记者表示，松下已与创维签订协议，从4月开始，松下将把其欧洲和北美的电视销售业务移交给创维集团 （00751.HK）。 一年前，松下控股曾表示，对于包括电视机业务在内的存在问题的业务，为实现根本性的收益结构变革，松下控股正考虑包括出售或退出等的可能性。 2025年4月至12月，松下控股销售额同比下降8%至5.8837万亿日元，净利润同比减少57%至1252亿日元。松下控股正在推进结构性改革，此次彩电业务调整 是其改革的举措之一。 2026年2月4日，松下控股宣布，作为结构性改革的一部分，公司可能将在日本及海外裁员规模从1万人提升至1.2万人。此次松下欧洲和北美彩电销售业务转 移，不会实施新的人员削减和工厂缩小。 群智咨询（Sigmaintell）数据显示，在2025年全球电视市场中，松下没有跻身出货量前十；而创维出货量为820万台，同比持平，在全球市场中的份额为 3.7%。 创维集团创始人黄宏生今年1月曾说，创维已取得飞利浦电视品牌在北美的运营权，将继续推进低成本的全球扩张。 群智咨询大尺寸事 ...

Core Viewpoint - Panasonic Holdings has officially announced that it will transfer its television sales business in North America and Europe to Chinese home appliance manufacturer Skyworth Group starting from April 2026, while focusing on the domestic market in Japan and the development and production of high-end models [1] Group 1 - Panasonic will fully hand over its television sales operations in North America and Europe to Skyworth Group [1] - The transition is set to take effect in April 2026 [1] - Panasonic aims to concentrate on the Japanese domestic market and the research and development of high-end television models [1]

格隆汇2月24日｜据日经中文网，松下将从4月开始，将欧洲和北美的电视销售业务移交给中国家电巨头 创维集团。目的是停止自主销售，抑制人工费和物流费等成本。双方还将在产品研发和生产方面进行合 作。松下自身将专注于在日本的销售和高端机型的生产，借助其他地区的销售和低价产品的生产委托给 外部，有助于提高正在下滑的电视业务的收益。针对欧洲和北美的电视业务，松下与创维签订了包括销 售转移在内的全面合作协议。 ...

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 的 內 容 概 不 負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部 或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 本公告僅供參考，並不構成收購、購買或認購本公司或創維光伏證券之邀請或要 約，亦非在任何司法管轄區招攬任何投票權或批准。 本公告不會在構成違反任何司法管轄區相關法律的情況下於或向該司法管轄區發 佈、刊發或派發。 SKYWORTH GROUP LIMITED （ 於 百 慕 達 註 冊 成 立 之 有 限 公 司 ） 創 維 集 團 有 限 公 司 （股份代號：00751） 公告 延遲寄發及有關 (3)有關存續安排之特別交易 及 根 據收 購守 則 規則 8.2 ， 就證 券交 換 要約 而言 ， 計劃 文件 一 般應 於不 遲 於規 則3.5 公告日期後35日內（ 即2026年2月24日或之前 ）寄發，除非獲執行人員同意延後寄 發計劃文件之限期。 如規則3.5 公告所述，該建議之提出須待規則3.5公告「 先決條件 」一節所載先決條 件於先決 ...

港股點評 2026年2月13日9:30 a.m 恒指跌 233 點，滬指升 2 點，標普 500 跌 108 點 港股連升三個交易日後， 12 日回落，恒指低開 55 點後，曾挫 333 點一度低見 26,932 點，其後跌幅收窄，二萬七關失而復得，全日收報 27,032 點，跌 233 點 或 0.9%；國指跌 93 點或 1%，收報 9,175 點；恒生科指跌 91 點或 1.7%，收報 5,408 點。大市全日成交總額 2,387.05 億元。 人民幣兌美元中間價按日下調 19 點，報 6.9457 兌一美元。人民銀行 12 日在公 開市場開展 1,665 億元人民幣七天期逆回購操作，操作利率持平於 1.4%；開展 4,000 億元 14 天期逆回購操作。有 1,185 億元逆回購到期，單日淨投放 4,480 億 元。A 股三大指數表現向好，滬指反覆靠穩，創板反彈超過 1%。滬綜指全日升 2 點或 0.05%，報 4,134 點，成交 8,980 億元。深成指全日升 122 點或 0.9%，報 14,283 點，成交 1.24 萬億元。創板指數全日升 43 點或 1.3%，報 3,328 點，成交 6, ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，深圳创维-RGB电子有限公司取得一项名为"存储设备及控制方法"的专利， 授权公告号CN113553111B，申请日期为2021年7月。 天眼查资料显示，深圳创维-RGB电子有限公司，成立于1988年，位于深圳市，是一家以从事计算机、 通信和其他电子设备制造业为主的企业。企业注册资本185000万人民币。通过天眼查大数据分析，深圳 创维-RGB电子有限公司共对外投资了50家企业，参与招投标项目16次，财产线索方面有商标信息493 条，专利信息5000条，此外企业还拥有行政许可63个。 作者：情报员 本文源自：市场资讯 ...

Core Insights - The global geopolitical and economic shifts have created significant pressure on businesses and households, leading to a more divided world where traditional market expansion strategies face unprecedented challenges [2][3]. Group 1: Challenges and Strategies - Companies must adapt their overseas expansion strategies to focus not only on market share but also on benefiting local economies and building trust with local partners [3][4]. - The traditional aggressive market penetration approach of Chinese companies is encountering resistance, necessitating a shift towards a "mutual benefit" model that emphasizes local workforce development and technology transfer [4][5]. Group 2: Technological Innovation - The company has initiated the "AI Living Room Revolution," leveraging data from 200 million households to enhance user experience through proactive AI applications, moving beyond traditional command-based smart appliances [6][12]. - The lack of integration of smart technology in products has been identified as a critical factor in the decline of major Japanese electronics firms, serving as a warning for Chinese companies to innovate [5][6]. Group 3: Energy Sector Expansion - The company's photovoltaic business now accounts for one-third of its revenue, reflecting a strategic pivot into the energy sector, utilizing existing manufacturing and distribution capabilities [7][9]. - The focus will extend to energy storage solutions in 2026, with an emphasis on optimizing energy usage through AI algorithms that can manage electricity pricing effectively [10][11]. Group 4: Health and Well-being - The company is exploring the automotive sector with a focus on creating vehicles that provide a "mobile rest space," addressing the health concerns of a significant portion of the population [12]. - The overarching goal across all sectors—home appliances, energy, and automotive—is to enhance human health and quality of life [12]. Group 5: Future Outlook - Companies must prioritize technological innovation, remain humble in strategy, and focus on results to navigate uncertainties in 2026, ensuring they are rooted in user needs and global partnerships [13].

Core Insights - The global geopolitical and economic shifts have created significant pressure on businesses and households, leading to a challenging environment for both industrial and financial sectors [1] - The traditional aggressive market expansion strategies of Chinese companies are facing unprecedented obstacles, necessitating a shift towards a more symbiotic approach that benefits local economies [1][2] - The decline of Japanese electronics giants serves as a warning for Chinese companies to embrace smart technology and software integration to remain competitive [3][4] Group 1: Business Strategy - The company has adopted a "altruistic value symbiosis" approach, focusing on local partnerships and retaining local workforce while establishing R&D centers in foreign markets [1] - The company has acquired factories in South Africa and Indonesia, emphasizing the importance of contributing to local industrial capabilities and technology standards [1] - The company is leveraging its user data from 200 million households to drive its AI initiatives, aiming to create smart appliances that proactively respond to user needs [5] Group 2: Industry Trends - The company's solar energy business now accounts for one-third of its revenue, showcasing a strategic pivot towards renewable energy [6] - The company has built over 800,000 household power stations in five years, targeting markets with high electricity prices and significant unmet energy needs [7] - The company plans to expand into the energy storage sector, utilizing AI algorithms to optimize energy usage and profitability for users [8] Group 3: Future Outlook - The company emphasizes the importance of being rooted in user needs, technological innovation, and global partnerships to navigate uncertainties in the coming years [8] - The company is exploring the automotive sector, focusing on health and wellness features in vehicles to address the needs of a large population facing health challenges [8]

Core Viewpoint - The company expects a profit decline of approximately 30% for the fiscal year ending December 31, 2025, compared to the fiscal year ending December 31, 2024, primarily due to the ongoing downturn in the Chinese real estate market and sluggish sales [1] Group 1: Financial Performance - The anticipated profit decline is significantly influenced by impairment provisions related to certain regional properties in the modern services sector, reflecting the current market environment [1] - The company has increased its real estate inventory impairment provisions in accordance with accounting standards, indicating a response to market changes [1] Group 2: Business Segments - The performance of the smart systems technology segment is also expected to impact overall results, with a decline in profitability and product gross margins year-on-year due to competitive market conditions [1]