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海信 RGB 技术闪耀世俱杯舞台,中国企业锚定全球体育科技新坐标
Huan Qiu Wang· 2025-07-04 07:08
来源:环球网 【环球网科技报道 记者 王楠】2025年国际足联俱乐部世界杯(世俱杯)的绿茵场上,一场关于显示技 术的革新正在悄然改变着足球赛事的呈现方式。作为全球顶级体育赛事的科技化浪潮中的重要一环,海 信集团凭借其领先的 RGB-Mini LED 显示技术,为足球赛事带来了从"现场观赛"到"沉浸式体验"的跨越 性变革。在这场科技与体育的深度融合中,中国企业正以创新者的姿态,锚定全球体育科技的新坐标。 技术突破:从实验室到绿茵场的硬核创新 当前,全球体育赛事正在经历一场由科技驱动的深刻变革,其中显示技术成为了重塑观赛体验的核心驱 动力。作为2025年世俱杯的重要合作伙伴,海信通过其RGB-Mini LED显示技术,为赛事转播和现场呈 现提供了前所未有的视觉呈现。 RGB Mini LED 背光技术在光源层面进行了根本性的革新:直接采用红(R)、绿(G)、蓝(B)三基 色的 Mini LED 芯片进行混光或独立发光,实现了从传统黑白背光到 RGB 多基色背光、从单一控光到 "光色同控" 的重大跨越。这种精细控制能力让画面色彩过渡和明暗对比更自然流畅,极大提升了图像 的层次感和真实感。 今年 1 月,美国 CES ...
海信视像20250703
2025-07-03 15:28
海信视像 20250703 摘要 海信视像出货量实现双位数增长,国内市场受益于国家补贴,4、5 月份 价格亦有双位数增长。MiniLED 产品占比显著提升,二季度占比超 60%,远高于去年同期的 20%,考虑到 MiniLED 毛利率较非 MiniLED 高 6-10 个百分点,预计二季度利润弹性可期。 海信视像海外市场份额提升及盈利能力改善前景广阔。国内电视市场高 端大屏化领先,海外市场尺寸相对较小,MiniLED 渗透率较低(海外约 10%,国内预期明年较高),欧美及新兴市场仍有份额提升空间。公司 在美做到当地前二,欧洲前三。 海信视像通过赞助世界杯、欧洲杯等赛事,品牌声量和势能不断提升, 预计今明两年欧洲网点覆盖度将进一步提高。尽管定价低于韩系品牌, 但差距正在加速收窄。 海信视像在美国市场完成渠道结构升级,提高 Best Buy、Costco 等中 高端渠道销售占比。墨西哥产能享受关税豁免,相比中国大陆和东南亚 地区具有关税优势,中期来看,海信可能重新获得来自中国本土或东南 亚地区的订单。 Q&A 常值得期待。 海信视像在中长期内的发展前景如何? 从中长期来看,我们非常看好海信视像在海外市场的份额提升 ...
X @Andy
Andy· 2025-07-03 10:38
RT John Camardo (@john_camardo)zk Twitter: zk is the future!Me: Ok, where are the practical demos/products?I spent the last couple weeks “vibe coding” to build out 10 practical zkp demos.If you like dry humor and/or dangerous product experiments stay tuned!Blog series incoming: https://t.co/XnVjZ5Ip0f ...
Expeditors: An Under-The-Radar Compounder
Seeking Alpha· 2025-07-03 09:17
Core Viewpoint - The analysis presents a bullish outlook on Expeditors (NYSE: EXPD), highlighting its exceptional returns on equity and the stock's persistent undervaluation compared to the market [1]. Financial Performance - Expeditors has demonstrated phenomenal returns on equity, which is a key factor in the positive investment outlook [1]. Market Comparison - The stock is noted to be undervalued relative to the S&P 500, which is trading at a higher PE multiple, suggesting potential for price appreciation [1].
趋势研判!2025年中国LED连接器行业发展历程、产业链、市场规模、重点企业分析及前景展望:LED技术应用进一步普及,LED连接器市场空间广阔[图]
Chan Ye Xin Xi Wang· 2025-07-03 01:28
内容概况:LED连接器作为实现电路连通与断开的关键元件,主要用于连接导体、导线与配对元件,其 性能直接影响LED的稳定发光。为保障LED系统的可靠性,LED连接器需具备优良的电气特性、机械性 能以及耐久性,同时在规模化应用中还需满足体积小、成本低、易于安装、使用寿命长等要求,而应用 于户外或工业等恶劣环境的产品还需具备防潮防尘、耐高低温及抗震等特性。近年来,随着通信、消费 电子、新能源汽车及工控安防等下游行业的快速发展,中国连接器行业市场规模持续扩大,并已发展成 为全球最大的连接器生产基地。在这一趋势下,国内企业积极布局LED连接器领域,以把握LED照明、 显示及新兴应用市场的增长机遇,推动LED连接器市场规模持续增长。据统计,2024年中国LED连接器 市场规模约为134.94亿元,同比增长8.3%,主要是LED照明市场的持续扩张。未来,随着LED技术应用 的进一步普及和智能化需求的增长,LED连接器行业有望迎来更广阔的发展空间。 相关上市企业:长盈精密(300115)、得润电子(002055)、利亚德(300296)、铜陵有色 (000630)、北方铜业(000737)、云南铜业(000878)、中国铝业 ...
【私募调研记录】煜德投资调研莱特光电
Zheng Quan Zhi Xing· 2025-07-03 00:15
机构简介: 根据市场公开信息及7月2日披露的机构调研信息,知名私募煜德投资近期对1家上市公司进行了调研, 相关名单如下: 1)莱特光电 (煜德投资参与公司特定对象调研&现场参观&电话会议) 调研纪要:莱特光电在OLED终端材料领域持续深耕,已构建覆盖红、绿、蓝三色发光层材料及空穴传 输层等核心材料的产品矩阵,Red Prime和Green Host材料持续量产供应,Red Host和Green Prime材料正 在推进量产测试。公司持续开发高性能蓝光系列材料,Blue Prime和Blue Host材料在客户端验证测试, 积极推进蓝色磷光与MR-TDF技术。公司利用AI技术对数据库进行深度剖析,提升研发效率与创新能 力,推进材料模型研发。8.6代线建设将大幅增加OLED有机发光材料需求,公司业务市场空间将进一步 拓宽。叠层OLED技术已在多类终端产品中应用,新增CGL层需使用特殊材料,发光层材料用量大幅增 加。公司已在为海外市场拓展做准备,推进PCT国际专利布局,产品多项核心技术指标已达到国际领先 水平。公司将继续加大研发投入,加强新产品及新技术开发,探索第二增长曲线,构建多元化业务体 系。 上海煜德投资管理 ...
Ouster Rallies 77% YTD, Outperforms Industry: Time to Buy the Stock?
ZACKS· 2025-07-02 17:30
Core Insights - Ouster, Inc. (OUST) shares have increased by 77.1% year to date, outperforming its industry, sector, and the S&P 500 composite [1][9] - The company is positioned to benefit from the growing adoption of LiDAR technology across various sectors, targeting a total addressable market projected to reach $19 billion by 2030 [2][11][13] Company Overview - Ouster specializes in digital LiDAR solutions combined with AI software, claiming to offer some of the highest-performing and lowest-cost solutions available [2] - The company aims to transition from a hardware-centric model to software-enabled solutions, focusing on recurring revenues [13] Financial Performance - OUST has achieved nine consecutive quarters of revenue growth and maintains a strong balance sheet with $171 million in cash and no debt [9][16] - The company targets annual revenue growth of 30-50% and gross margins of 35-40% [9][14] Market Position - OUST's recent merger with Velodyne has strengthened its digital LiDAR portfolio and expanded its customer base, aiming for over $75 million in annual cost synergies [12] - The company is also focusing on scaling its software-attached offerings and revamping its product lineup [11] Analyst Sentiment - The Zacks Consensus Estimate for OUST's earnings has seen upward revisions, indicating positive analyst sentiment [17] - The consensus estimates suggest significant revenue growth for 2025 and 2026, with earnings per share expected to increase by 16.4% and 24.1%, respectively [19] Competitive Landscape - OUST's performance contrasts with competitors like Aeva Technologies (AEVA), which has seen a 503.4% increase in shares year to date, and Luminar Technologies (LAZR), which has experienced a 48.7% decline [5][10] - OUST is competing in a rapidly evolving market with increasing demand for LiDAR technology across automotive, industrial, and smart infrastructure sectors [11][20]
X @TechCrunch
TechCrunch· 2025-07-02 14:47
The most essential knowledge founders need to know will be shared at our All Stage event July 15.And for a short time, Founders can attend for just $155, act swiftly to get your pass now! https://t.co/MHO2ItmuEG ...
Hyatt Hotels (H) Surges 4.1%: Is This an Indication of Further Gains?
ZACKS· 2025-07-02 12:30
Hyatt Hotels (H) shares ended the last trading session 4.1% higher at $145.39. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 7% gain over the past four weeks.Hyatt’s recent stock rally reflects likely investor optimism around its asset-light strategy and luxury-led portfolio growth. The introduction of the Hyatt Select brand and momentum in upper midscale expansion signal deeper market penetration, while progress ...
Genpact: Achieving Mid-Term Guidance Should Drive Valuation Re-Rating
Seeking Alpha· 2025-07-02 12:25
Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...