2025三星全系家电焕新登场 构建AI家居新范式 中国经济网上海3月24日讯（记者 李方） 2025三星家电新品发布会21日在上海举行，推出2025 Neo QLED 8K/4K、OLED与新款The Frame画壁艺术电视，以及AI神系列生活家电、显示器旗舰新品等全系 生态产品。 三星电子大中华区总裁李大成表示："三星进一步拓展'AI for All'的愿景，利用Knox强大的安全 性、SmartThings出色的连接性和Bixby语音识别的便捷性，打造出了解用户以及用户家庭的创新解决方 案，以便捷、安全的 AI Home体验，赋予'家'新的意义。" AI Home带来个性化智能家居体验 作为三星的智能家居平台，SmartThings为全球数亿用户提供了智能互联体验，并搭载AI技术，推 出 SmartThings meets AI Home 生活方式，将人们自身、亲人、宠物、植物，以及家居家电紧密相连， 协同共进构建充满活力的"家庭生态"。 信息安全是AI Home的首要基石。三星布局Knox安全体系，从移动设备、电视领域拓展至家电领 域，全方位守护智能家庭环境。Knox Vault采用先进安全处理器技术， ...

Investment Rating - Industry investment rating is maintained as "Recommended" [1] Core Viewpoints - The report highlights positive signals from government policies aimed at boosting domestic demand and stabilizing the real estate market, with a focus on a 300 billion yuan subsidy for consumer goods [3][4] - The home furnishing sector is expected to benefit from these policies, with leading companies like Oppein Home and Sophia recommended for investment due to their high retail business ratios [3][4] - The paper industry is experiencing price differentiation, with cultural paper prices showing resilience despite overall weak demand [3][4] - Export data indicates a slight increase in overall exports, but home furnishing exports are under pressure due to high base effects and tariff impacts [3][4] Summary by Sections 1. Market Review - The light industry sector outperformed the market with a 1.34% increase, while the Shanghai and Shenzhen 300 index rose by 1.39% [5] - Key sectors such as home furnishing, paper, and packaging printing showed varied performance, with home furnishing up by 1.24% [5] 2. Paper Sector Tracking - Major raw material prices showed mixed trends, with domestic needle pulp averaging 5847 yuan/ton, down 1.6% week-on-week [12][23] - Finished paper prices varied, with corrugated paper at 2766 yuan/ton, down 0.7% week-on-week, while cultural paper prices remained relatively stable [25][31] 3. Home Furnishing Sector Tracking - Government policies are expected to stimulate the home furnishing market, with a projected increase in new residential supply in key cities [3][4] - Home furnishing exports faced challenges, with a 15.5% year-on-year decline in furniture exports for January-February 2025 [36] 4. Other Sector Tracking - The report notes fluctuations in oil prices, with Brent crude at $70.36 per barrel, down 4.29% week-on-week [42] - Polyethylene prices increased slightly to 7892 yuan/ton, while polypropylene prices decreased to 7306 yuan/ton [43][44]