1月6日，国际消费电子展(CES 2026)在美国拉斯维加斯拉开帷幕。在这场汇聚全球顶尖科技创新的盛会上，海信洗衣机旗下爆款产品海信棉花糖Ultra全家 筒，凭借模块化设计、宙斯热泵洗烘一体技术、活水洗科技以及AI智能交互等前沿科技，一举斩获CES最高荣誉"最佳创新奖"。这一里程碑式的成就不仅体 现了中国智造在全球舞台上的技术引领地位，更标志着家庭健康洗护领域正式迈入智能化、场景化的全新发展阶段。 从三筒首创到全球首台4合1热泵洗烘一体机，海信洗衣机以场景创新重塑洗护市场 从2017年研发出全球首台三筒洗衣机开始，到八年后推出全新一代三筒洗衣机，海信洗衣机做的不是简单的功能叠加，而是一场围绕真实生活场景的"体验 重构"。与此同时，海信在热泵洗烘一体技术上亦不断推进。从早期搭载冷凝式烘干、热泵式烘干的中高端机型，到2025年全面推广的以海信棉花糖Ultra全 家筒、棉花糖E8Q为代表的热泵洗烘一体机，海信洗衣机逐步将这一高能效、低温护衣且烘干效果堪比干衣机的技术推向大众市场。 据悉，海信全家筒系列凭借显著的技术创新与设计突破，上市以来接连荣获德国IFA"最佳设计奖"、奥维云网"热泵洗烘一体机线下主销价位销量第一 ...

Group 1 - The annual CES event is approaching, where Hisense will showcase advancements in RGB-Mini LED technology, reinforcing its position as a pioneer and leader in this field [1][3] - At CES 2025, Hisense launched the world's first RGB-Mini LED TV, marking a significant technological leap from "light control" to "light and color control," prompting major industry players to follow suit [3] - Hisense has developed a diverse product matrix targeting different consumer segments, including ultra-flagship UX, imaging flagship U7S Pro, and gaming flagship E8S series, covering price ranges from 10,000 to 100,000 yuan [3] Group 2 - The 2026 CES is expected to be a pivotal moment for AI in consumer electronics, transitioning from "conceptual showcase" to "everyday practicality," indicating a deeper integration of AI technology [4] - As an official sponsor of the 2026 World Cup, Hisense will present customized home appliances that integrate AI and smart hardware innovations, enhancing the viewing experience for global fans [4] - Hisense holds over 90% market share in the RGB-Mini LED TV segment, solidifying its status as the leading brand in this category [3]

Core Insights - Hisense unveiled a new generation of RGB-Mini LED technology ahead of CES 2026, featuring the "Linglong 4-core" architecture and introducing a cyan self-luminous chip that achieves 110% B.T2020 high color gamut [1] Company Developments - The new flagship television model, UX, will be the first to incorporate this advanced technology and is expected to enter mass production in China by March 2026 [1]

Core Viewpoint - Hisense has officially launched its next-generation RGB-Mini LED technology and its first ultra-flagship television model, UX, ahead of CES 2026, showcasing significant advancements in display technology [1] Group 1: Technology Advancements - The new RGB-Mini LED technology utilizes self-developed "Linglong Four-Core" to achieve a color gamut of 110% BT.2020 [1] - The harmful blue light emitted by this technology is 60% lower than that of QD-OLED displays [1] - Energy consumption is reduced by 30% compared to previous technologies [1] Group 2: Product Launch - The ultra-flagship television model UX addresses issues of color bleeding and color deviation [1] - The UX model is expected to be launched in the domestic market in March 2026 [1]

Core Insights - The 2026 home appliance national subsidy policy is expected to stimulate domestic demand and stabilize retail sales, particularly in the white goods sector [2][3][20] - The policy continues to support the replacement of old appliances with new ones, focusing on six major categories, including refrigerators, washing machines, and air conditioners, with a subsidy of 15% of the product price, capped at 1500 yuan per item [3][21][22] - The white goods production in January showed a positive trend, with a total output of 34.53 million units, representing a 6% year-on-year increase, driven by the national subsidy policy [4][24] Monthly Research Tracking and Investment Thoughts - The national subsidy policy for 2026 aims to boost the replacement demand for home appliances, which is expected to support domestic sales [20][21] - January's white goods production saw a recovery, with air conditioner production increasing by 11% year-on-year, indicating a potential stabilization in demand [4][24] - In November, the domestic sales of major appliances faced pressure due to high base effects from the previous year, but exports of refrigerators and washing machines showed good growth [5][32] Key Data Tracking - In December, the home appliance sector experienced a relative return of -1.06% compared to the Shanghai Composite Index, which rose by 2.28% [34] - The prices of raw materials such as copper and aluminum increased by 13.5% and 4.8% respectively in December, while cold-rolled steel prices decreased by 3.2% [36] - The shipping index for major routes showed a mixed performance, with the West America route down by 6.4% and the Europe route up by 4.8% [45] Key Company Announcements and Industry Dynamics - The report highlights key companies such as Midea Group, Haier Smart Home, TCL, and Gree Electric as strong performers in the white goods sector, with recommendations for investment based on their resilience and growth potential [14][15][54] - The home appliance industry is expected to face challenges due to high inflation in overseas markets and geopolitical tensions, but leading companies are adapting by enhancing local production capabilities [50][51]

Core Viewpoint - The company is actively expanding into the smart wearable sector, focusing on the development and launch of AI smart headphones and lightweight AI glasses, with the Vidda G11 smart glasses set to be officially released by October 2025 [1] Group 1: Product Development - The company is committed to advancing the research and development of smart terminal products [1] - Future product updates will be aligned with user needs and will focus on technological iterations and scenario expansions [1] Group 2: Market Positioning - The company emphasizes the importance of official communications for updates on related products [1]

证券日报网讯 1月5日，海信视像在互动平台回答投资者提问时表示，公司通过控股子公司乾照光电在 光通信核心器件领域已开展实质性布局，依托乾照光电在VCSEL的技术积累，应用于光通信领域的 10G/25G产品已送样验证，50G/100G产品已进入流片阶段。如有重大进展，公司将严格按照相关法律法 规和监管要求，及时履行信息披露义务。 （文章来源：证券日报） ...

证券日报网讯1月5日，海信视像（600060）在互动平台回答投资者提问时表示，公司始终将用户体验放 在重要位置，持续加大AI技术研发与系统优化投入。公司已构建"端-云-芯"一体化AI能力体系，通过接 入AI大模型，产品实现多模态交互与意图推理，同时持续深化VOC平台的建设与应用，快速响应并解 决产品使用中的问题，推动产品与服务的持续改进。未来公司将持续聚焦算力提升、算法优化与软硬件 协同，不断改善AI应用流畅度，为用户提供更优质的使用体验。 ...

作者丨无情 编辑丨坚果 封面来源丨Unsplash " 随着2026年的钟声正式敲响，对于全球的体育迷来说，新的一年也将正式进入世界杯时间。 上个月，2026年美加墨男足世界杯抽签仪式在美国华盛顿正式举行，完整的世界杯赛程也随之公布，揭幕战将于北美东部时间6月11日15点（北京时间12 日凌晨3点）在墨西哥城打响，由墨西哥队对阵南非队。决赛则将于北美东部时间7月19日15点（北京时间20日凌晨3点）在纽约/新泽西举行。 " 对于各大品牌来说，随着世界杯的日益临近，这场四年一度的营销大战也随之拉开。 作为上一届卡塔尔世界杯大放异彩的中国品牌之一，海信这一届也是早早拿下了美加墨世界杯全球官方赞助商的席位，国际足联主席因凡蒂诺在社交媒体 上表示："海信将帮助我们把分别在加拿大、墨西哥和美国的16座城市举行的104场比赛带到世界各地，确保球场上的精彩表现通过惊人的细节呈现给数十 亿电视机前的用户。" 海尔、美的等家电企业，虽然还没有官宣世界杯营销策略，但也早已把触角伸向了其他体育顶级赛事，今年举办的非洲杯、欧洲冠军杯等重磅比赛中，都 会看到这些中国家电品牌的身影。 但相比较四年前热情似火的卡塔尔，这一届的美加墨世界杯 ...

Core Viewpoint - Hisense is set to reinforce its position as a pioneer, leader, and popularizer in the RGB-Mini LED technology sector during the upcoming CES event [1] Group 1: Market Position - RGB-Mini LED televisions have become the preferred choice for high-end users, with Hisense holding over 90% market share, making it the leading brand in this category [1][1] Group 2: Product Launch - At CES this year, Hisense will showcase a new RGB-Mini LED television featuring a self-developed picture quality chip and multiple core technologies, aiming to lead the industry and initiate a new chapter in RGB-Mini LED [1][1]