从“看电视”到“用电视”，东方有线打造上海智慧家庭数字服务入口

Core Insights - The year 2025 marks the centenary of television and is seen as a pivotal year for the integration of AI into households, transforming traditional TVs into smart terminals that encompass health, education, governance, and entertainment services [1][12] - The company aims to leverage its unique identity as a "party media and government network" to build a sustainable digital trust system, enhancing its role in providing high-sensitivity services in governance, healthcare, and education [4][16] Group 1: Strategic Transformation - The company is transitioning from a traditional cable TV operator to a comprehensive information service provider in the smart era, focusing on creating an "urban digital base" that is difficult for competitors to replicate [3][14] - Shanghai's "14th Five-Year Plan" aims to establish a global influence in smart terminal brands, targeting a scale of over 10 million units for AI PCs, AI phones, and AI new terminals by 2030, with an expected market size of 500 billion [3][14] Group 2: Technological Infrastructure - A robust network foundation is essential, with full fiber coverage, high bandwidth, and low latency being critical for supporting 4K/8K ultra-high-definition video and real-time AI interactions [3][14] - The company is developing a digital infrastructure that integrates "connection, computing power, and capability" to support various sectors, including governance and education, with plans to expand its 5G education network to 500 schools by 2028 [21][23] Group 3: AI Integration and Services - The AI strategy focuses on practical applications rather than merely adding features, aiming to transform TVs from entertainment centers into smart hubs that address specific household needs [22][19] - The AI assistant "Dongdong" has already served over 250,000 users, providing functionalities like voice channel switching and intelligent search, with plans to expand into areas such as home health, education, and social governance [4][16] Group 4: Community and Ecosystem Development - The company plans to integrate deeply into Shanghai's "15-minute community life circle," collaborating with local services to bring high-frequency offline services to the TV platform, thereby reshaping community service distribution [21][19] - The construction of a smart ecosystem requires collaboration among hundreds of enterprises, emphasizing the need for a complete industry chain to support the smart era [23][24]