证券之星消息，8月18日黑色家电板块较上一交易日上涨2.85%，同洲电子领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。黑色家电板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002052 | 同洲电子 | 16.59 | 10.01% | 10.55万 | | 1.75亿 | | 688609 | 九联科技 | 11.63 | 7.29% | 44.06万 | | 5.09亿 | | 002848 | *ST高斯 | 8.58 | 5.02% | < 3.70万 | | 3138.01万 | | 002429 | 兆驰股份 | 4.85 | 4.30% | 123.33万 | | 5.95亿 | | 000810 | 创维数字 | 12.28 | 4.24% | 51.97万 | | 6.38亿 | | 000801 | 四川九洲 | 18.15 | 3.71% | 63.40万 | | 11.53 ...

场景描述 2025 年初，海信商显敏锐洞察到海外零售市场的迫切需求：中小商户渴望零门槛创作广告促销素材， 而生成式 AI 技术成熟度已能支撑该场景落地。 3. 保障合规与拓展盈利模式：借助 AI 模型内置有害内容过滤与数据使用透明机制，满足欧美市场数据 隐私要求；基于用户验证成果，海信商显正加速广告生成付费订阅服务落地，拓展"硬件+AI 增值服 务"的新盈利路径。 2025年度「创新场景 TOP 50」榜单评选征集启动 将面向国内从事企业数字化与人工智能相 关的技术/服务/产品应用的企业或科研机构，征集场景解决方案。 备注说明：场景案例对应 的产品或服务需已实际落地，并具有创新性和示范性。 【评选周期】 申报日期： 2025年7 月8日起~8月22日止 公开投票及专家评审： 2025年8月23日起~8月31日止 申报链接： https://m.tmtpost.com/post/cj50 （请使用PC端申报，暂不支持手机端） 申报相关问题请扫码 添加工作人员微信 2. 重塑创意生产链：引入 Amazon Nova Canvas，将图像编辑简化为自然语言交互，提供主体/背景替 换、颜色调色板等易用功能，并结合零售 ...

Group 1 - The article emphasizes the immersive experience provided by 100-inch televisions, highlighting their size and suitability for various living spaces [1][9][10] - It discusses the ideal environments for 100-inch TVs, such as luxury villas with spacious layouts and rural self-built homes that can accommodate large screens [2][4] - The article mentions specific technologies, such as Hisense's RGB-MiniLED and AI features, which enhance picture quality and user experience, making them suitable for different demographics, including the elderly [2][4] Group 2 - The article suggests that even small apartments can benefit from 100-inch TVs, recommending wall-mounted installations to save space while enhancing the viewing experience [7] - It highlights the versatility of 100-inch TVs for various activities, including family gatherings, movie nights, and gaming, which can elevate the overall home entertainment experience [5][9][10] - The article notes that Hisense is optimizing delivery and installation services for 100-inch TVs, aiming to provide a seamless experience for customers [10]

证券之星消息，8月15日黑色家电板块较上一交易日上涨3.26%，同洲电子领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。黑色家电板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002052 | 同洲电子 | 15.08 | 9.99% | 66.33万 | | 9.62亿 | | 002848 | *ST高斯 | 8.17 | 5.01% | 8.87万 | | 7173.60万 | | 600839 | 四川长虹 | 10.46 | 4.91% | 447.60万 | | 46.05 Z | | 000801 | 四川九洲 | 17.50 | 4.29% | 48.42万 | | 8.30亿 | | 688609 | 九联科技 | 10.84 | 3.44% | 16.87万 | | 1.81亿 | | 002429 | 非驰股份 | 4.65 | 3.10% | 64.89万 | | 3.00亿 | ...

天眼查商业履历信息显示，海信视像科技股份有限公司，成立于1997年，位于青岛市，是一家以从事电 气机械和器材制造业为主的企业。企业注册资本130497.2254万人民币，实缴资本39251万人民币。公司 法定代表人为于芝涛。 通过天眼查大数据分析，海信视像科技股份有限公司共对外投资了31家企业，参与招投标项目2502次， 知识产权方面有商标信息123条，专利信息5000条，此外企业还拥有行政许可53个。 来源：金融界 金融界消息 截至2025年8月14日收盘，海信视像（600060）报收于21.2元，下跌1.4%，换手率1.04%， 成交量13.48万手，成交金额2.87亿元。 资金流向方面，今日主力资金净流出3026.69万元，占比成交额10.53%。其中，超大单净流出4869.95万 元、占成交额16.95%，大单净流入1843.26万元、占成交额6.41%，中单净流出流出320.00万元、占成交 额1.11%，小单净流入3346.70万元、占成交额11.65%。 海信视像最新一期业绩显示，截至2025一季报，公司营业总收入133.75亿元、同比增长5.31%，归属净 利润5.54亿元，同比增长18.61 ...

Core Viewpoints - The home appliance sector is expected to show steady growth in domestic sales despite the diminishing effects of national subsidies, with a return to stable growth anticipated in the second half of 2025 [3][25] - The valuation of the home appliance industry remains at a low level, with the industry index PE (TTM) at 14.45X, placing it at the 39.0 percentile since 2020 [13] - The report maintains an "outperform" rating for the home appliance sector, highlighting the resilience of major appliances and the recovery of small appliances [1][3] Summary by Sections 1. Overall Market Performance - In the first half of 2025, the home appliance sector slightly underperformed the market, with the sector index down 1.2% compared to the Shanghai and Shenzhen 300 index, which remained stable [10] - The home appliance sector's valuation is at a five-year low, with significant growth in home appliance components, which saw a rise of over 17% [10][11] 2. White Goods - Domestic sales of white goods benefited from national subsidy policies, showing strong resilience, with a projected steady growth in the second half of 2025 despite a slowdown in growth rates [4][19] - Major brands like Midea, Haier, Gree, and Hisense are recommended for investment due to their strong market positions and global production capabilities [4][17] 3. Black Goods - The black goods segment, particularly televisions, is experiencing stable demand with a shift towards Mini LED technology and decreasing panel prices, which are expected to enhance profitability for leading companies [40][44] - The domestic retail volume of televisions increased by 1.8% in the first half of 2025, with retail revenue growing by 7.5% [44] 4. Kitchen Appliances - The kitchen appliance sector is seeing a recovery in demand, particularly for traditional cooking appliances, driven by national subsidies, with retail sales of range hoods and gas stoves showing significant growth [53][54] - The overall demand for kitchen appliances is expected to stabilize as the effects of national subsidies wane, with a focus on the recovery of the real estate market to support future growth [55][57] 5. Small Appliances - The small appliance market, particularly kitchen appliances, is witnessing a notable recovery, with retail sales reaching 31.9 billion yuan, a year-on-year increase of 9.3% [65] - The demand for new cleaning products, such as robotic vacuum cleaners, has surged, with sales increasing by over 40% due to national subsidies [68][66] 6. Technology Integration - Leading home appliance companies are focusing on their strengths and expanding into emerging application areas, such as smart home technology and AI products, which are expected to drive long-term growth [4][28]

Group 1 - The 2025 IFA in Berlin will showcase Hisense's mass-produced RGB-Mini LED TV, marking 2025 as the "year of RGB-Mini LED" in the television industry [1] - Hisense launched the world's first mass-produced 116-inch RGB-Mini LED TV in April 2025, following its announcement of RGB three-dimensional color control technology at CES [1] - Major competitors like Samsung and Sony are entering the RGB-Mini LED market, indicating a growing global interest and competition in this new display technology [1] Group 2 - The RGB-Mini LED technology features independent backlighting with red, green, and blue colors, enhancing color precision and achieving a significant upgrade from traditional single-control lighting [2] - Hisense's self-developed AI image quality chip H7 enables 108 bits of precise color control and 15,680 points of high-precision color control, achieving 97% of the BT.2020 ultra-high color gamut [2] - RGB-Mini LED technology offers ultra-high brightness, wide viewing angles, and low energy consumption, aligning with market demands for superior image quality and representing the future direction of display technology [2]

Group 1 - The laser TV market in China is on the verge of a significant breakthrough, with major companies like Hisense planning to expand production and innovate with new products such as curved screen laser TVs and 8K models [1][2] - The market penetration of laser TVs in the 80-inch and above segment has exceeded 58% in the first half of this year, indicating a shift towards larger screen formats [1][2] - The sales share of laser TVs in the large screen market has increased from 23% in 2017 to 63.5% in 2023, highlighting their growing popularity [2] Group 2 - Hisense and Changhong are leading players in the laser TV sector, with both companies focusing on the localization of key components and technologies [3] - The laser display industry has attracted significant investment, with many innovative companies receiving funding and some planning to go public [3] - The global laser display patent landscape shows that China holds over 50% of the patents, positioning the country favorably in the competitive landscape [5] Group 3 - The laser TV technology is seen as a strategic direction for the display industry, with the potential to replace traditional LCD TVs as costs decrease and market acceptance increases [5][6] - The integration of laser display technology with AIoT is expected to create new market opportunities [3] - The rapid development of laser TVs is driven by consumer trends towards larger, smarter, and higher-end displays, supported by advancements in 5G and ultra-high-definition technologies [6]

Group 1 - The core viewpoint of the article highlights Hisense's strategic development over nearly 20 years, achieving a balanced layout in black appliances, white appliances, and kitchen appliances, connecting households to communities and cities, and integrating both ToC and ToB industries [1][3] Group 2 - On the day of the Hisense Open Day, FIFA President Infantino announced that Hisense officially became the official sponsor of the 2022 Qatar World Cup, making it the only Chinese company to sponsor four consecutive world-class events [3] - Hisense's overseas revenue is expected to surpass domestic revenue within three years, with recent acquisitions including Toshiba TV, Gorenje, and Japan's Sanden, leading to nearly 50 R&D institutions, industrial parks, and production bases globally [3] - In the first three quarters of this year, Hisense Group achieved operating revenue of 125.24 billion yuan, nearing the total revenue of 2019, with overseas revenue reaching 52.6 billion yuan, a year-on-year increase of 38%, accounting for 42% of total revenue [3]

金融界消息 截至2025年8月13日收盘，海信视像（600060）报收于21.5元，上涨0.05%，换手率0.8%， 成交量10.34万手，成交金额2.22亿元。 天眼查商业履历信息显示，海信视像科技股份有限公司，成立于1997年，位于青岛市，是一家以从事电 气机械和器材制造业为主的企业。企业注册资本130497.2254万人民币，实缴资本39251万人民币。公司 法定代表人为于芝涛。 通过天眼查大数据分析，海信视像科技股份有限公司共对外投资了31家企业，参与招投标项目2498次， 知识产权方面有商标信息123条，专利信息5000条，此外企业还拥有行政许可53个。 来源：金融界 资金流向方面，今日主力资金净流入1386.07万元，占比成交额6.25%。其中，超大单净流入3096.20万 元、占成交额13.95%，大单净流出1710.13万元、占成交额7.71%，中单净流出流入852.49万元、占成交 额3.84%，小单净流出2238.56万元、占成交额10.09%。 海信视像最新一期业绩显示，截至2025一季报，公司营业总收入133.75亿元、同比增长5.31%，归属净 利润5.54亿元，同比增长18.61% ...