Core Points - The U.S. International Trade Commission (ITC) has initiated a "337 investigation" into specific LCD display devices and their components, involving several well-known companies including TCL, Hisense, LG, and VIZIO [1][2] - The investigation is based on allegations of patent infringement, specifically concerning two U.S. patents held by a group of complainants that includes BH Innovations LLC and two Irish companies [2] Group 1: Investigation Details - The investigation is identified as case number 337-TA-1462 and is focused on claims of unfair imports related to intellectual property violations [1] - The complainants allege that certain companies have infringed on their patents while importing and selling specific LCD devices in the U.S. market [2] - The involved companies include multiple Chinese enterprises and their affiliates, as well as international firms like LG and VIZIO [2] Group 2: Legal Process - The 337 investigation process resembles civil litigation, involving stages such as application, filing, evidence disclosure, hearings, and potential ITC rulings [2] - If the ITC finds infringement, it may issue a "limited exclusion order" to prevent specific infringing products from entering the U.S. market [2] - The timeline for responding to the investigation is tight, with only 30 days allowed for companies to submit their defenses, highlighting the urgency of legal representation [3]

Core Viewpoint - Chinese home appliance companies have significantly penetrated the Japanese market, overtaking traditional Japanese brands that once dominated the industry [1][3][10]. Group 1: Market Penetration - Chinese brands now hold a substantial market share in Japan, with Hisense leading the television market at 41.1% and Haier dominating the white goods sector [4][7][10]. - Approximately 70% of products in major Japanese retail stores are now Chinese brands, indicating a dramatic shift in consumer preferences [3][4]. - Hisense's market share in Japan's television sector has surged from 2.4% in 2017 to 41.1% in 2024, showcasing rapid growth [4][10]. Group 2: Competitive Landscape - Japanese brands like Panasonic and Sony have seen their market shares plummet, with Panasonic's television market share dropping to 1.2% [10][11]. - The once-dominant Japanese home appliance giants are now struggling, with many exiting the market entirely [11][12]. - The competitive edge of Chinese brands is not solely based on low prices; they have also made significant advancements in high-end product offerings [4][10]. Group 3: Cultural and Market Dynamics - Japanese consumers have historically held biases against foreign brands, which has complicated market entry for Chinese companies [14][19]. - Despite these biases, Chinese brands have successfully integrated into the Japanese market by acquiring local companies and adapting to consumer preferences [29][34]. - The cultural perception of Chinese products as inferior is gradually changing as Chinese brands innovate and meet local demands [36][38]. Group 4: Industry Evolution - The Japanese home appliance industry, once a global leader, is now fragmented and struggling to keep pace with technological advancements [12][52]. - In contrast, Chinese companies have embraced an open supply chain model, allowing for rapid innovation and responsiveness to market changes [27][50]. - The shift in market dynamics reflects broader trends in global supply chains, with China emerging as a manufacturing powerhouse [52][54].

Core Viewpoint - Hisense Visual maintains long-term friendly cooperation with top global content companies, including Netflix [2] Group 1 - Hisense Visual engages in overseas partnerships with leading content providers [2] - The company emphasizes its commitment to collaboration with major players in the content industry [2]

Core Insights - Hisense Visual has made significant advancements in AI display technology, focusing on an integrated "end-cloud-core" architecture to enhance multimodal interaction capabilities [2] - The company is leading the development of the IEEE international standard for "Multimodal Large Model Technical Requirements in Smart Home Scenarios," marking a transition from technology output to standard leadership [2] - Hisense is entering the smart wearable market by collaborating on the development of AI smart headphones and lightweight AI glasses, aiming to provide users with next-generation smart wearable experiences [2]

证券日报网讯 11月27日，海信视像在互动平台回答投资者提问时表示，根据《海信视像科技股份有限 公司2025年第三季度报告》，截至2025年9月30日，共有普通股股东34566户。公司股东人数请关注公司 发布的定期报告。 （文章来源：证券日报） ...

Core Insights - The company is actively expanding into the smart wearable sector, focusing on the development and implementation of AI smart headphones and lightweight AI glasses [1] - The company officially launched the Vidda G11 smart glasses product in October 2025 [1] - The company plans to continue prioritizing user needs and drive technological iterations and scenario expansions for smart terminal products [1]

Core Viewpoint - The recent release of two national standards for smart home appliances by the State Administration for Market Regulation marks a significant step towards standardized development in China's smart appliance industry, with Hisense playing a key role in the formulation of these standards [1][3]. Group 1: New National Standards - The new standards define smart appliances based on "smart capabilities" and "scenario effects," establishing a five-level grading system from L1 to L5 to quantify the intelligence level of home appliances [1][3]. - The standards delineate nine typical smart home application scenarios, providing unified guidance for product innovation and ecological interconnectivity [1][3]. Group 2: Hisense's Innovations - Hisense has been a major contributor to the standards, leveraging its extensive experience in smart technology and innovative practices in scenario applications [1][3]. - The Hisense air conditioner, featuring the "Healthy Smart Wind" concept, has led the industry in a comprehensive upgrade, showcasing advanced smart interaction capabilities [3]. - The Hisense Brilliant U6 air conditioner, launched in September, is the first to support the Star Flash Human Sensing 2.0 technology, enabling precise and intelligent air control based on user proximity [3]. Group 3: Environmental and Health Management - The new standards specify technical requirements for environmental management, health management, and energy resource management across nine application scenarios [3][5]. - Hisense's new air conditioning model, the Deep Sleep Treasure X5, introduces a CO₂ sensor that visually indicates air quality and automatically activates fresh air circulation when CO₂ levels exceed safe limits [5]. - The Brilliant U6 series is equipped with a TVOC sensor to monitor indoor volatile organic compounds, ensuring compliance with the stringent health management requirements of the new standards [5]. Group 4: Future Implications - The new national standards will officially take effect on May 1 next year, further regulating the smart appliance market and providing authoritative references for consumers [7]. - Hisense plans to increase investment in smart technology research and development, focusing on personalized and scenario-based smart living solutions to enhance user experience [7].

海信持续领跑激光电视市场——2025年最新超短焦投影仪对比评测结果证实了这一点。在混合室内使 用、专用影音室及整体画质等类别评测中，海信L9Q均拔得头筹；PX3-PRO则获评"性价比之王"，且在 画质表现上名列前茅。 通过与帝瓦雷合作，L9Q带来奢华家庭影院体验。它支持最高200英寸投影尺寸，具备5000 ANSI流明亮 度、5000:1对比度，还获得IMAX Enhanced和杜比视界认证，真正把影院"搬"回了家。 从技术研发到市场拓展，海信始终引领行业向更高品质、更强创新的方向演进。通过掌握核心技术，并 将其转化为提升全球家庭娱乐标准的产品，海信不仅改变了人们的观看内容，更重新定义了世界对显示 未来的想象。 来源：美通社 青岛2025年11月26日 /美通社/ -- 根据Omdia发布的最新数据，2025年第三季度，全球消费电子与家电领 军品牌海信，再度在全球100英寸及以上电视细分市场以56.6%的出货份额，以及激光电视细分市场 68.9%的出货份额，位居全球第一。这一成绩表明，海信凭借持续创新和对消费者需求的精准把握，确 立了行业领导地位。 作为RGB MiniLED技术的开创者，海信不断为大屏显示技 ...

Core Viewpoint - The global display industry is undergoing a transformation, with Hisense Visual Technology leveraging its innovative "RGB three-dimensional color control LCD display technology" to shift the competitive balance towards China in the high-end display market [1] Group 1: Technological Advancements - Hisense has achieved breakthroughs in the RGB-Mini LED sector by utilizing the world's first RGB color control AI image quality chip and a new generation of RGB-Mini LED light-emitting chips, enabling dynamic optimization of color saturation, contrast, and texture details [2] - The combination of the image quality chip and light-emitting chip not only surpasses QD-OLED in color performance but also offers a 40% energy saving compared to QD-OLED, providing high-end products with exceptional image quality and low-carbon operation [2] Group 2: Market Performance - Hisense's shipment of 100-inch and larger TVs increased by 59% year-on-year in the first three quarters of 2025, securing the top global market share; RGB-Mini LED TV shipments surged over 300% quarter-on-quarter in the third quarter of this year [3] - The U7S Pro model quickly entered the top 5 in offline sales within six weeks of its launch, contributing to a 60.43% market share for Hisense RGB-Mini LED TVs during the Double Eleven shopping festival [3] Group 3: Strategic Initiatives - Hisense is implementing a strategy of "technology platformization + product scenarioization + market globalization," establishing a robust technological moat and a complete industrial chain layout, while also collaborating with over 40 upstream suppliers to enhance vertical integration capabilities [4] - Major securities firms, including Changjiang Securities and CITIC Securities, have given Hisense strong recommendations, recognizing its technological attributes and long-term growth potential, anticipating continued high growth in overseas markets [4]

证券代码：600060 证券简称：海信视像 公告编号：2025-048 海信视像科技股份有限公司 关于为子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 | 厦门乾照光电科技有限公司（以下简称"乾照科 技"）、扬州乾照光电有限公司（以下简称"扬州乾 照"） | | --- | --- | --- | | | 被担保人关联关系 | 乾照科技、扬州乾照均为海信视像科技股份有限公 司（以下简称"公司"）控股子公司厦门乾照光电股 份有限公司（以下简称"乾照光电"）的全资子公司 | | 担保对象 | 本次担保金额 | （1）本次乾照光电为乾照科技提供 1 项最高额保证 担保，被担保的主债权本金余额在债权确定期间内 最高不超过人民币 万元； 20,000 （2）本次乾照光电为扬州乾照提供 1 项最高额保证 | | | | 担保，被担保的主债权本金余额在债权确定期间内 最高不超过人民币 万元。 8,000 | | | 实际为其提供的担保余额 | 117,300 ...