Core Viewpoint - The article discusses the transformation of traditional television into a smart terminal that integrates health, education, governance, and entertainment, marking a significant shift in the digital landscape of Shanghai as it approaches the centenary of television in 2025 [1]. Group 1: Transformation and Strategy - Oriental Cable is evolving from a traditional cable TV operator to a comprehensive information service provider in the smart era, focusing on creating an irreplicable "urban digital base" [3]. - The company aims to achieve a scale of over 10 million units for AI PCs, AI phones, and AI new terminals by the end of the "14th Five-Year Plan" period, with a projected market size of 500 billion by 2030 [3]. - The strategy emphasizes the importance of a robust network infrastructure, with full fiber coverage in Shanghai to support 4K/8K ultra-high-definition video and real-time AI interactions [3]. Group 2: Unique Positioning and Services - Oriental Cable's unique identity as a "party media and government network" positions it as a trusted entry point for sensitive services such as governance, healthcare, and education, fostering a sustainable digital trust system [4]. - The company has integrated content, supply chain, and offline services to create a closed-loop system of "content-service-fulfillment," with its AI assistant "Dongdong" already serving over 250,000 users by the end of 2025 [5]. - The focus is on providing services that are tailored to the needs of families, particularly the elderly, by utilizing voice commands and large screens for education and health management [9]. Group 3: Community and Government Integration - Oriental Cable plans to embed itself deeply within Shanghai's "15-minute community life circle," collaborating with local services to bring high-frequency offline services to the television platform [11]. - In the government sector, the company is developing an integrated digital foundation that combines connectivity, computing power, and capabilities to support city-wide governance [11]. - The company is also expanding its educational services through a dedicated 5G education network, aiming to cover 500 schools by 2028 [11]. Group 4: Technological Collaboration and Ecosystem - The AI strategy of Oriental Cable focuses on practical applications rather than competing in large model parameters, aiming to address specific pain points in daily life [9][12]. - The company is collaborating with various partners in the industry, including model technology providers and health companies, to enhance its AI capabilities [12]. - The construction of a smart ecosystem requires the participation of numerous enterprises, indicating a shift towards a collaborative approach in building a comprehensive service chain for the smart era [12].
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
第一财经·2025-12-31 09:49