LG表示，该公司愿与阿当地企业建立合作关系，在阿生产LG品牌产品，开展技术转让，创造高技能就 业岗位。LG还承诺提高产品本地化率，发展当地家电产业体系，扩大在阿市场的份额。项目投资金额 和启动日期尚未公布。 阿尔及利亚媒体TSA网站2月10报道，韩国家电企业LG计划在阿尔及利亚建立家电生产工厂，韩国另一 家电企业三星于2023年在该国塞提夫省设立工厂。中国家电企业海信与阿当地企业Condor，海尔与当地 企业Cevital已先后在阿开展家电生产合作。 LG在阿开展业务多年，一直在该国销售产品。8日，LG阿尔及利亚分公司负责人与阿尔及利亚投资促 进署(AAPI)署长雷卡什举行会晤，讨论实施这一投资项目的可行方案。 ...

Shipping giant FedEx Corp. announced Friday that it has joined Hedera Council, working alongside other companies and builders to govern the Hedera distributed ledger network. According to the company, the move supports FedEx's vision of enabling global commerce to operate at digital speed rather than relying on traditional paper-based processes. Supply chain optimization has long been a key narrative around the promise of distributed ledger technology, including blockchain networks. “The digital transforma ...

如果说 2023 年是大模型能力集中爆发的一年，2024 年是应用探索初步铺开的阶段，那么 2025-2026 之交，AI 对行业的影响，已经从「技术变量」转向 「产业变量」。 一方面，以 DeepSeek 为代表的国产模型在 2025 开年迅速出圈，让公众第一次大规模形成「AI 可用、可比、可替代」的直观体感；另一方面，模型能力 的持续迭代与调用成本的快速下探，也让 AI 从少数科技公司的底层能力，变成各行业都可调用的基础设施。 更重要的是，AI 不再只以「工具」形态存在，而是开始以不同角色进入产业链条：它既可以是内容生产者，是学习服务者，是情绪陪伴者，也可以是决 策参谋者，甚至进一步演化为具备执行能力的 Agent。 当 AI 从辅助人类转向部分替代与重构供给，行业所面对的，就不只是效率提升，而是一场围绕内容、服务与组织形态的价值重排。 基于过去一年的产业实践与产品落地，AI 对行业的机遇与冲击，正在五大板块中逐步显现。 AI作为「内容生产者」：AIGC重写内容供给体系 过去一年，AIGC 对内容行业的改变，已经从效率辅助工具跃迁为真正的生产主体。无论是动画、短剧、知识视频，还是儿童绘本与教育出版，AI ...

Investment Rating - The report does not explicitly provide an investment rating for the smart home appliance industry. Core Insights - The Chinese home appliance market is transitioning from scale expansion to quality upgrades, with a focus on deep competition driven by changing demand structures [3] - Generation Z is becoming the new consumer driving force, shifting the consumption logic towards emotional value, personalization, and aesthetic appeal [4] - Consumers are moving from external display to internal experience, emphasizing the need for brands to innovate based on local user demands [5] - Companies need to build a forward-looking insight system to identify future opportunities amidst market changes [5] - The focus on sustainable growth and core competitiveness is essential, guiding product innovation and brand communication [6] Summary by Sections Market Trends - The market is experiencing a "micro-segmentation" wave, moving away from universal big-ticket items to innovative product categories that match the evolving lifestyle and spatial needs of Chinese consumers [9][19] - The demand for personalized appliances is increasing, with a significant portion of consumers willing to invest in products that cater to individual preferences [26] Design and Aesthetics - Home appliance design is undergoing a revolution towards "de-industrialization," aiming for seamless integration with home environments and visual subtlety [11][35] - Aesthetic appeal is becoming a key factor in purchasing decisions, with 84% of consumers considering appearance and 69% willing to pay more for aesthetically pleasing products [36] Functionality and User Experience - Functionality remains a critical consideration for consumers, but its definition is evolving to include emotional and experiential aspects [12][86] - The demand for "zero-maintenance" solutions is rising, with consumers seeking appliances that require minimal user intervention [99][101] Health and Wellness - Health has become a core value in home appliances, with consumers increasingly focused on products that enhance both physical and mental well-being [111][113] - There is a growing expectation for appliances to provide proactive health management solutions, moving beyond basic functionality [113] Smart Home Integration - The shift from isolated smart devices to interconnected home ecosystems is a significant trend, with consumers desiring seamless, intuitive interactions [135][138] - AI is expected to play a crucial role in enhancing user experience by predicting needs and providing personalized services [140]

2026年初，LG在北美接连释放出两条看似分属不同领域、却指向同一方向的信号。 2月4日，LG能源解决方案旗下的储能子公司Vertech宣布，与美国光伏组件制造商 Qcells 达成合作，将在美国交付总规模达5GWh的储能项目。 2月2日，在美国拉斯维加斯举行的2026 AHR Expo（北美暖通、空调与制冷行业展览）上，LG电子的展台同样出现了一个耐人寻味的变化：热泵热水器与 整体热水解决方案，被放置在了住宅暖通系统展示的核心位置。 如果把这两条信息放在同一条时间线上来看，LG在北美所做的，显然已经不只是"业务布局"，而是一次更具纵深的能源体系落子。 LG的能源意图 Vertech与Qcells的合作，并非一笔象征性的订单。5GWh 的储能规模，在当前美国工商业与社区级储能市场中，已属实质性项目体量。这意味着，LG 的角 色不再局限于设备或电芯供应，而是直接参与到美国本土能源基础设施的交付环节中。 从行业层面看，北美住宅暖通空调（HVAC）并不是一个高速扩张型市场，但也远未进入衰退期。 根据Global Market Insights的研究数据，2024年北美住宅单元式 HVAC市场规模约为68亿美元，预计 ...

文｜深观商业 开年的第一个月，传统电视行业被两份截然不同的公告彻底搅动：一边是TCL高歌猛进，将索尼这一昔 日的彩电霸主收入囊中，而另一边，曾经的"彩电大王"创维集团，却在同一天按下了暂停键——宣布拟 私有化退市，寄希望于光伏业务。 从前沿技术中找到改变电视市场低迷的突破口，一直是电视巨头们的共同战略，甚至在整个家电市场， 也是如此。 2024年3月，中国家电及消费电子博览会（AWE2024）上，AI的"龙卷风"席卷了整个家电行业，而在电 视领域，AI电视成了厂商们"秀肌肉"的重要品类。比如海信重磅发布自研星海大模型，推出全新 ULEDX全场景的AI计算画质平台以及多款旗舰新品，长虹电视则展出基于AI技术智慧研发成果的长虹 壁画+电视，其他知名电视厂商如LG、TCL、创维等，也已推出AI 电视。 当时，ChatGPT的诞生和更新持续引领AI技术热潮，Sora的问世更是惊艳全球，创造了新一轮高潮，如 何与AI融合几乎成为了各行业的必答题。所以，电视厂商拥抱新技术的热情也空前高涨，由此出现了 家电及消费电子博览会上的那一幕。 AI电视是一个新产物，它究竟会长成什么样需要行业、需要时间去定义，然而现在略显尴尬的是， ...

参展的中国厂商包括 TCL华星、 京东方晶芯、海信、 利亚德、洲明科技、雷曼光电、艾比森、AET 阿尔泰、青松光电、希达电子、优派科技、兆驰晶显、国星光电、Kinglight晶台、诺瓦星云、卡莱特 及凯视达等；与此同时，三星、LG、索尼、Christie、松下、夏普、达科、C SEED、巴可等国际厂商 亦同台亮相，共同呈现全球视听与显示产业的发展趋势。 据LEDinside观察，多家厂商围绕零售、商显、教育、娱乐等应用场景设置展区，展示各类创新展示产 品，其中，MIP、 COB产品进一步普及，MIP 0.9显示屏，Micro LED COB一体机等身影频现，COG产 品画质等性能表现再升级；而纹理屏、曲面屏、球形屏、双面屏、透明屏和折叠屏等创意显示屏琳琅 满目，相关展位门庭若市；另外，用户对产品的"节能"效果关注度与重视程度进一步提升。 TCL华星 TCL华星携商业显示、艺术展示、赛事直播、教育办公等多场景显示解决方案亮相。 其中，163英寸高画质MLED显示屏产品面向高端商业展示和赛事直播，采用低反射封装材料和像素级 混合驱动，实现37500:1对比度和24bit色深，大尺寸设计减少拼接缝隙，提升视觉沉浸感 ...

2026 年 1 月的北京，寒意未消但科技合作的热度已然沸腾。 韩国总统李在明带着三星、SK、现代、LG 四大财团掌门人组成的 200 人豪华代表团访华，在中韩商务论坛上一口气签下 32 份合作文件，自动驾驶成为 其中最耀眼的赛道。联想车计算与韩国 SWM 的 L4 级 Robotaxi 合作、蘑菇车联与 LG 电子的全域布局，连同韩国近两年密集落地的政策与技术突破，共 同勾勒出一幅 "中韩协同，冲击全球前三" 的产业蓝图。 这场合作绝非偶然。当韩国国土交通部部长金润德坦言 "美中是成年人，我们仍停留在小学生阶段"，当中国自动驾驶技术在城市落地层面积累了丰富经 验，中韩双方的优势互补成为必然选择。而这一切的背后，是韩国近十年深耕自动驾驶的战略积淀，以及面对全球竞争压力的破局决心。 韩国的 "三级跳" 战略与制度革新 韩国对自动驾驶的布局，早已超越单纯的技术研发，形成了一套 "顶层设计 + 路线图 + 试点落地" 的完整体系。自 2013 年确定发展战略以来，韩国政府先 后发布《2030 未来汽车产业发展战略》《汽车产业全球三强战略》等多项政策，构建了从 L3 到 L4 的清晰演进路径。 2026 年 1 月， ...

自从特朗普上台以来，美国的外交战略似乎进入了一个极端的群体化与孤立化并行的时代。在全球事务上，美国一方面频频退群，另一方面又马不停蹄地搭 建新联盟。最近，美国计划建立一个名为矿产联盟的新组织，目的是重新塑造全球关键矿产的供应链，尤其是针对稀土资源这一中国的强势领域。根据澳大 利亚媒体ABC的报道，美国、英国、日本、澳大利亚以及欧盟的多国高层正计划在华盛顿举行会议，商讨如何将稀土资源的供应链去中国化。而在此之 前，美国能源委员会主席伯古姆已迫不及待地宣布了好消息，透露近30个国家表示对该联盟表现出了浓厚兴趣，并计划在本周宣布与11个国家签署合作协 议。 那么，这个新兴的矿产联盟到底吸引了哪些国家？各国在其中又扮演了怎样的角色？根据美国方面透露的信息，这个联盟的核心成员是澳大利亚。作为全球 锂矿的主要出口国，澳大利亚在资源供应方面具有举足轻重的地位。近期，澳大利亚与美国签署了协议，承诺双方共同投入10亿美元进行关键矿产的勘探和 加工，以满足美国日益增长的需求。而日本和韩国则更多扮演了技术加工与消费的角色。日本的综合商社双日公司已经开始从澳大利亚进口稀土元素如镝、 铽等，并通过马来西亚加工后用于本土电动汽车和电子产 ...

Investment Rating - The report does not explicitly provide an investment rating for the smart home appliance industry Core Insights - The Chinese home appliance market is transitioning from scale expansion to quality upgrades, with a focus on deep competition driven by changing demand structures [3] - The Z generation, accounting for nearly 20% of the population and contributing about 40% of consumption, is driving a shift in consumer logic towards emotional value, personalization, and aesthetic appeal [4] - Consumers are moving from "external display" to "internal experience," emphasizing the need for brands to innovate based on local user demands [5] - Companies must build a forward-looking insight system to identify future opportunities through macro and micro trend research [5] - The focus on sustainable growth and core competitiveness is essential, guiding product innovation, brand communication, and marketing strategies [6] Market Trends - The market is experiencing a "micro-segmentation" wave, moving away from universal products to innovative categories that match the evolving lifestyle and spatial needs of consumers [9][19] - The design philosophy is shifting from "highlighting presence" to "small and refined," maximizing functional value through technology stacking in limited spaces [10][62] - Aesthetic integration is becoming crucial, with appliances designed to blend seamlessly into home environments, transforming them into art pieces rather than mere functional devices [11][35] - The importance of aesthetics is highlighted, with 84% of consumers considering appearance when purchasing appliances, and 69% willing to pay more for high-quality designs [36] Consumer Behavior - Consumers are increasingly prioritizing emotional value and personalized experiences over mere functionality, with 88% considering functionality as a key purchasing factor [12][86] - The demand for "zero-maintenance" solutions is rising, with users seeking appliances that require minimal effort and provide seamless integration into their lives [13][99] - Health has become a core value in appliance offerings, with consumers looking for products that enhance both physical and mental well-being [15][111] Product Innovation - The trend towards multi-functional products is replacing standalone devices, with integrated solutions becoming mainstream [75][81] - The report emphasizes the need for appliances to provide not just utility but also emotional and sensory experiences, bridging the gap between product functionality and user lifestyle [86][92] - The shift towards proactive health management solutions is evident, with consumers willing to invest in appliances that offer comprehensive health benefits [113][116] Future Outlook - The report suggests that brands must adapt to the evolving consumer landscape by offering personalized, aesthetically pleasing, and health-oriented products [18][126] - The integration of AI and smart technology is expected to enhance user experiences, with a focus on seamless, intuitive interactions [135][140] - The future of home appliances lies in creating ecosystems that connect various devices, providing a cohesive and intelligent living environment [138][139]