转自：新华财经 5月26日，京东方年度标杆性线下品牌营销活动"你好BOE"2025启动仪式在珠海横琴文化艺术中心举 办。作为2025年"你好BOE"首站活动，京东方在首届"横琴-澳门国际数字艺术博览会"上，通过超高清 显示技术及数字化解决方案为展会三大展区的10余个数字艺术展项提供高端显示技术解决方案，打造沉 浸式科技艺术现场，生动传递"以创新科技赋能数字艺术"理念。 作为大湾区文化融合的标志性活动，本届"横琴-澳门国际数字艺术博览会"共设四大主题展区。京东方 以ADS Pro显示技术、MLED显示技术，以及新一代无损Gamma显示专利技术等深度赋能"艺术未来 式""重施魔法""科技重构艺术"三大展区，为观众带来一场沉浸式、强交互的数字艺术视觉盛宴，推 动"科技+文化"深度融合。 在"艺术未来式"主题展区中，京东方MLED显示技术赋能产品随处可见。其中，京东方Mini LED显示屏 具有高亮低功耗，以及灰度表现更富层次等显示优势，将艺术家王之纲、梁蓝波等多款沉浸式装置作品 细腻呈现。艺术家张文超的算法生成交互影像装置《一个传说故事的嬗变》则依托京东方高端LCD显示 技术解决方案ADS Pro，在8个46英寸3 ...

转自：北京日报客户端 5月26日，总投资290亿元的京东方第6代新型半导体显示器件生产线在京实现全面量产。作为全球技术 最先进、产能最大的VR（虚拟现实）用液晶显示器生产基地，该生产线将发挥技术引领和产业集聚优 势，满足"元宇宙"、高端消费电子、智能出行等领域的显示需求，加速全球虚拟现实产业和数字经济发 展，助力北京国际科技创新中心建设。 作为全球技术最先进的液晶显示屏生产基地，京东方第6代新型半导体显示器件生产线总投资290亿元， 占地面积42万平方米，设计月产能达5万片。该生产线以LTPO（低温多晶氧化物）和LTPS（低温多晶 硅）技术为核心，聚焦VR显示面板、中小尺寸高附加值IT显示面板、车载显示面板等高端产品的研发 与生产。 在虚实交融的数字文明浪潮中，屏幕已从信息媒介跃升为跨越现实与虚拟、链接当下与未来的纽带。人 们日常生活中接触的一块块屏幕，不仅来自电视、电脑、手机，还来自头盔、眼镜、车载终端等多种设 备。26日，16英寸240赫兹高端电竞笔记本屏幕、2.24英寸的VR显示器件等一批在该产线实现量产的显 示产品现场亮相，并交付给了联想、雷神、广汽等下游企业。 近年来，依托北京千亿级电子信息产业集群 ...

Group 1 - The 2025 Global Artificial Intelligence Terminal Exhibition opened in Shenzhen, showcasing the latest technological breakthroughs in the AI terminal field and promoting the integration of technology, capital, talent, and scenarios [1][15] - Shenzhen launched two industry funds focused on artificial intelligence and embodied robotics, with the Shenzhen AI and Embodied Robotics Industry Fund having an initial scale of 2 billion and the Shenzhen AI Terminal Industry Investment Fund at 5 billion [18] - The exhibition featured various immersive experience zones, including industrial collaborative robots and medical rehabilitation robots, allowing attendees to explore the potential applications of AI across multiple sectors [4][10] Group 2 - The AI glasses section was a highlight, with significant advancements in voice interaction and dynamic visual perception, moving towards the consumer market [4] - TCL showcased the Thunder X3 Pro smart glasses, which are lightweight and capable of real-time translation, with a market share exceeding 50% in the AI/AR glasses segment in Q1 [7] - The exhibition included five major zones, focusing on smart terminals, large model applications, innovative products, core technologies, and human-robot interaction, aiming to drive the evolution of "cloud collaboration" to "edge intelligence" [15][10] Group 3 - Shenzhen has over 2,600 AI-related companies, with the smart terminal industry cluster's added value reaching 204.55 billion, a year-on-year growth of 9.9% [21] - The exhibition serves as an important window to observe the high-quality development of Shenzhen's AI industry, with a full-chain support system from basic research to scenario implementation [21] - The event is guided by the Shenzhen Municipal Bureau of Industry and Information Technology and aims to position Shenzhen as a global AI pioneer city [17][18]

【导读】2025全球人工智能终端展（GAIE）在深圳开幕 见习记者 杨晨 作为全国首个聚焦人工智能终端的行业盛会，本届展会展览规模达2.5万平方米，设置五大核心展区与十大应用场景，吸引了全球15个国家和地区的300余 家企业齐聚深圳，构建"核心技术-终端产品-大模型应用"全链条展示矩阵。 展会现场，华为、荣耀、中兴通讯、创维、TCL等头部企业携AI手机、AI PC、AI家居等新品亮相。展会上，荣耀终端股份有限公司产品线总裁方飞首次 在国内技术解读荣耀"阿尔法战略"，宣布拥抱MCP等开放协议，打通AI终端生态，计划到2027年实现1000+硬件品类接入、4000万+生态设备激活。 创新企业同样亮点纷呈：昔日的华强北电子一条街化身AI硬件孵化器，呈现人工智能时代的转型样本；音响协会集结万魔声学、猫王音响等十余家音频 产业链企业，携智能音响、语音前端芯片与空间音频算法联袂登场，呈现"AI+声学"的沉浸魅力；玩具协会精选企业带来AI智能毛绒公仔、AI陪伴机器 人、AI伴读台灯等，让童年秒变智能游乐场。 在展会现场，中国基金报记者采访了康冠科技董事长凌斌。康冠科技作为创新企业的代表，本次携带AI电子白板、医疗AI一体机 ...

据主办方介绍，本届"国际显示周"展示了显示行业从人工智能到虚拟现实等领域的技术进步。展会同期 举办多场论坛和研讨会，与会者有机会同行业领军人物交流互动。 记者在展会现场看到，中国参展企业BOE携30余款由ADS Pro、f-OLED、α-MLED三大显示技术品牌赋 能的全球首发技术新品以及光场显示、3D、微显示、AI、传感等一系列前沿技术应用亮相2025年"国际 显示周"，成为人们关注的焦点。此外，BOE全球首款高PPI屏下摄像头OLED游戏手机显示屏赢得年度 显示奖。 BOE首席执行官冯强和高级副总裁、首席技术官刘志强在接受记者采访时表示，"技术创新、绿色可持 续、人工智能"是今年"国际显示周"的三大亮点。BOE此次参展同样以"科技+绿色"为主题，设立绿色低 碳专区，举办绿色生态论坛。BOE还聚焦AI技术，引领行业不断拓展消费场景。未来，BOE将基 于"AI+显示"带来更多创新技术和产品，携手全球生态伙伴打造共生共赢的AI生态，定义显示行业发展 新趋势。(完) 中新社圣何塞5月15日电 (记者 张朔)中国物联网创新企业BOE(京东方)近日参展2025年"国际显示周"， 并赢得年度显示奖。 当地时间5月14日 ...

Core Insights - The 137th China Import and Export Fair (Canton Fair) concluded with record-breaking attendance of foreign buyers and export transaction intentions, highlighting its role as a global market access platform [1] - Guangdong province, as China's largest economy and foreign trade province, has maintained a significant share of national foreign trade, accounting for approximately one-fifth of the total for 39 consecutive years [1] - In Q1 2024, Guangdong's total foreign trade import and export volume reached 2.14 trillion yuan, a year-on-year increase of 4.2%, surpassing the national growth rate of 2.9% [1] Group 1: Trade Performance - In 2024, Guangdong's foreign trade import and export volume is projected to reach 9.11 trillion yuan, representing a growth of 9.8% compared to the previous year, contributing to 38.7% of the national trade increment [3] - The province's foreign trade structure is being optimized through the implementation of the "Five External Linkages" strategy, aimed at stabilizing trade scale and enhancing quality [4] Group 2: Business Development - Companies like Gu Xiou Leather Co., Ltd. have successfully expanded their international customer base through the Canton Fair, establishing stable distribution networks across South America, Russia, Eastern Europe, and Southeast Asia [2] - The Guangdong government is focusing on developing key export industry clusters in electronics, modern light industry, smart home appliances, and new energy storage, among others [4] Group 3: Market Diversification - Guangdong has effectively reduced reliance on single markets by deepening trade cooperation with ASEAN, the EU, Africa, and Latin America, which has provided risk buffers for businesses [7] - The province's trade with ASEAN reached 349.43 billion yuan in Q1, marking a growth of 6.9%, maintaining ASEAN as Guangdong's largest trading partner [7] Group 4: Innovation and Technology - Companies like Skyworth Group have transitioned from traditional manufacturing to a global technology ecosystem, focusing on smart appliances and innovative product development [5] - The use of advanced technologies such as AR and AI in manufacturing processes is enhancing product quality and international competitiveness [5] Group 5: Local Initiatives - The "Lion Plan" launched by Foshan aims to build a comprehensive foreign trade service system to address challenges in high-quality trade development [6] - Dongguan is actively promoting foreign trade stability through initiatives that encourage participation in international exhibitions and the establishment of cross-border e-commerce centers [8]

内容概况：中国智能互联网电视行业已进入成熟发展阶段，2024年，中国智能互联网电视产业收入规模 为537.8亿元，同比增长10.11%。智能互联网电视行业在显示技术、智能化功能等方面不断创新。例 如，OLED、Mini LED、量子点等新型显示技术的普及，以及语音助手、智能家居互联等智能化功能的 完善，显著提升了产品的附加值。同时，随着消费者对高品质、多样化娱乐内容的需求增加，智能互联 网电视凭借其丰富的互联网资源和便捷的操作体验，吸引了更多用户。此外，近年来，工信部、国家发 展改革委等部门相继出台政策，鼓励发展智能电视等智慧家庭产品，推动了行业的高质量发展 相关上市企业：TCL科技（000100）、海信视像（600060）、海尔智家（600690）、创维集团 （00751）、四川长虹（600839）、小米集团（01810） 相关企业：京东方科技集团股份有限公司、TCL华星光电技术有限公司、联发科技股份有限公司、晶晨 半导体（上海）股份有限公司、华为技术有限公司、彩虹股份集团股份有限公司、深圳市世纪创新显示 电子有限公司、深圳市海思半导体有限公司、深圳市漫步者科技股份有限公司、兆易创新科技集团股份 有限公司、 ...

Contents 目錄 | | Financial Highlights | | --- | --- | | 02 | 財務摘要 | | 03 | Chairman's Statement 主席報告 | | 12 | Simplified Corporate Structure | | | 簡明集團架構 | | 13 | Management Discussion and Analysis 管理層討論與分析 | | 42 | Directors and Senior Management Profiles | | | 董事及高級管理人員簡介 | | 54 | Directors' Report 董事會報告 | | | Corporate Governance Report | | 88 | 企業管治報告 | | 117 | Independent Auditor's Report | | | 獨立核數師報告書 | | 124 | Consolidated Statement of Profit or Loss and Other Comprehensive Income | | | 綜合損益及其他全面收入表 ...

Core Viewpoint - The performance of major television manufacturers serves as a barometer for the television market trends, with significant declines in revenue and profit reported by companies like Konka, TCL, Hisense, and Skyworth in 2024 [2][3]. Financial Performance - Konka Group reported a revenue of approximately 11.1 billion yuan in 2024, a year-on-year decline of 37.73%, and a net profit attributable to shareholders of approximately -3.3 billion yuan, down 52.31% [2]. - Konka's television business generated revenue of 5.03 billion yuan, a year-on-year increase of 6.78%, accounting for about 45% of total revenue [3]. - TCL's large-size display business revenue increased by 23.6% to 60.11 billion HKD (approximately 56.64 billion yuan), while Skyworth's smart TV revenue was about 20.8 billion yuan, up nearly 10% [4]. Market Dynamics - The domestic television market is increasingly concentrated among leading brands, with TCL, Hisense, and Skyworth collectively holding a market share of 60.5%, up 3.9 percentage points year-on-year [4]. - Mini LED technology is becoming a key competitive area in the high-end television market, with sales of Mini LED TVs in China increasing by 520.4% year-on-year in Q1 2024 [5][6]. Export Challenges - The overseas market has become increasingly important for television manufacturers, with Konka expanding its overseas business by acquiring 23 new clients and establishing a presence in Sri Lanka [7]. - The overall export volume of televisions from mainland China is projected to reach 110.54 million units in 2024, a year-on-year increase of 11.4% [8]. - Tariffs are a significant concern for manufacturers, particularly in the North American market, with companies like Hisense and TCL establishing factories in Mexico to mitigate costs [8][9].

以下文章来源于LEDinside ，作者Mia LEDinside . TrendForce集邦咨询旗下光电研究处。研究领域包括MicroLED、MiniLED、照明、显示屏、紫外线（UV LED）、红外线 (IR LED/VCSEL)、化合物半导体等，提供以上各领域的产业研究报告及资讯。 【LEDinside】 在技术突破、政策扶持和消费升级的共同推动下，2024年Mini LED电视市场表现 出色。 根据TrendForce集邦咨询的分析，中国针对家电产品的以旧换新补贴助力2024年大尺寸 Mini LED电视销售，也推升品牌出货量达675万台，年增65%，较先前的预估增加5.4%。 进入2025年，Mini LED电视市场热度依旧不减，各大品牌持续发力。据LEDinside不完全统计，截 至目前，2025年已有近24款Mini LED新品上市，涵盖海信、TCL、雷鸟、创维、康佳、Vidda、华 为、三星、松下、索尼、东芝等众多电视品牌。 | 厂商 | 型号 | 尺寸 (英寸) | 书区数 | 价格(人民币) | Bille | | --- | --- | --- | --- | --- | --- | ...