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品质消费浪潮下,电视行业的破局与新机
KONKA GROUPKONKA GROUP(SZ:000016) Hu Xiu·2025-08-19 03:41

Group 1: Silver Economy and Market Trends - The silver economy in China is expected to reach a scale of 30 trillion yuan by 2035, driven by policy support, market demand, and technological innovation [1] - The global TV market is facing growth bottlenecks, with a projected shipment of 92.5 million units in the first half of 2025, reflecting a year-on-year growth of 2%, but an overall annual shipment forecast of 195.71 million units, indicating a decline of 1.1% [2] - The TV industry is experiencing challenges due to weak demand, market saturation, and competition from new entertainment forms, necessitating the exploration of new development paths, with the silver economy being a significant opportunity [2] Group 2: Consumer-Centric TV Features - To accelerate the development of the silver market, TVs must be designed to meet consumer needs, focusing on ease of use, smart functionality, and emotional connection [4] - Key characteristics of consumer-friendly TVs include simplicity in operation, smart features that address pain points, and the ability to foster family bonding through shared experiences [4][5] Group 3: Konka's Innovations - Konka has launched the new Easy AI TV system, which is not just a hardware upgrade but aligns with consumer demands for simplicity, intelligence, and family cohesion [6][8] - The Easy AI TV features an easy desktop function that simplifies operation to two steps, supports over 23 dialects for voice interaction, and offers personalized viewing experiences through advanced AI technologies [8][9] - The system also includes remote applications for family connection, addressing emotional needs and enhancing the TV's role in family life, thus providing a practical solution for tapping into the silver economy [9]