海信素以技术创新在电视领域独树一帜。2025年，其独创的 RGB-MiniLED技术成为电视画质的革命性突破。该技术通过精细调控，让电视色彩呈现精准无 误，画面鲜艳夺目，动态画面流畅顺滑，色彩还原度极高。以往传统电视常见的色彩偏差问题，在海信RGB-MiniLED技术面前迎刃而解。 近日，海信技术实验室亮相央视《超级生产线》。在 2025 年世俱杯的激情赛场上，海信作为官方合作伙伴，凭借前沿科技，为全球体育爱好者打造了一场 全方位的观赛与生活盛宴，展现出从传统家电制造商向智能生活引领者的华丽转身。 熬夜看球后，高质量睡眠至关重要。海信新风空调化身健康守护者，以双向流换新风技术和超静音设计，重新定义睡眠环境。它不仅能调节室内温度，更能 有效改善空气质量，将清新空气引入室内，排出污浊空气，减少空气中的有害物质。超静音运行模式，让用户在安静舒适的环境中安然入睡，提升深度睡眠 时间，为熬夜看球的球迷们补充精力，守护身体健康。 新鲜的食材让食物更加美味，也意味着不需要在这个炎热的夏天频繁出去采买。海信真空冰箱展现出卓越的创新能力。传统冰箱主要依靠冷冻和冷藏延长食 材保存期，而海信真空冰箱采用真空磁场保鲜技术，有效隔离外 ...

Investment Rating - The report maintains a "Positive" investment rating for the home appliance industry, indicating an expected return that is stronger than the market benchmark by more than 5% [5][20]. Core Insights - The report highlights that TV panel prices have shown signs of weakening, with expectations for continued decline in the second half of the year. Despite potential weakening in domestic demand for color TVs, the trend of price increases is expected to persist due to the rapid adoption of MiniLED technology, which will drive up the average industry price [3][7]. - Leading color TV manufacturers are anticipated to benefit from structural optimization and the price drop in panels, creating a "scissors effect" that will enhance profit margins in the second half of the year. The report specifically recommends focusing on Hisense Visual (600060, Buy) [3][7]. - The report suggests that the cyclical fluctuations in panel prices are likely to weaken, with mid-term prices expected to stabilize. This is attributed to a shift in manufacturing power from overseas to mainland China, where over 70% of panel shipments originate, and a decrease in the willingness of manufacturers to increase supply significantly [7][11]. Summary by Sections Panel Price Trends - TV panel prices have been declining for two consecutive months, with July prices expected to continue this trend. The average price for a 55-inch TV panel is $124 (down $2 from June), and for a 65-inch panel, it is $174 (also down $2). Year-on-year, the price drop for 55-inch panels has expanded to -4% [7][9]. - The report notes that the domestic subsidy policy is entering a new phase, with demand resilience but reduced momentum. Additionally, the end of the tariff buffer period in July-August may suppress overseas procurement demand [7][9]. MiniLED Technology Impact - The report anticipates that the penetration rate of MiniLED TVs will approach 20% in Q3 2024 and exceed 30% in Q4 2024. The online market share of MiniLED products during the 618 shopping festival reached 41%, a significant increase of 22.1 percentage points compared to the previous year [7][11]. - The concentration of MiniLED TV sales is expected to increase, with leading manufacturers projected to capture significant market shares, enhancing their competitive edge [7][11]. Market Dynamics - The report indicates that the global retail volume of color TVs is stabilizing around 200 million units, with a slight downward trend. The demand for larger screens is expected to maintain low-speed growth, contributing to a more stable supply-demand relationship in the panel market [7][11].

安徽芯瑞达科技股份有限公司 证券代码：002983 证券简称：芯瑞达 投资者关系活动记录表 编号：2025-005 | | 特定对象调研  | 分析师会议 | | --- | --- | --- | | 投资者关系活动 | 媒体采访  | □业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | 其他（ 线上调研  孔 涛 华安基金 | ） | | | 张宇涛 | 上海古曲私募基金管理有限公司 | | | 张 萍 | 广东正圆私募基金管理有限公司 | | | 谢泽林 博时基金北京区 | | | | 成佩剑 | 上海五地私募基金管理有限公司 | | | 谢欣怡 | 交银施罗德基金管理有限公司 | | 参与单位名称及人 员姓名 | 程 勇 | 国富人寿保险股份有限公司 | | | 卢 总 | 北京源乐晟资产管理有限公司 | | | 彭启涛 | 前海开源基金管理有限公司 | | | 刘伟刚 | 太平养老保险股份有限公司 | | | 赵 洋 | 太平资产管理有限公司 | | | 侯 斌 | 金元顺安基金管理有限公司 | | | （以上排名不分先后） | | | 时间 ...

证券代码：002983 证券简称：芯瑞达 安徽芯瑞达科技股份有限公司 投资者关系活动记录表 编号：2025-003 | | 特定对象调研  | 分析师会议 | | --- | --- | --- | | 投资者关系活动 |  媒体采访 | □业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | 其他（  | 线上调研 ） | | | 邹兰兰 | 长城证券 | | | 高璐阳 | 工银瑞信北京区 | | | 张佳琪 | 北银理财有限责任公司 | | | 郭锐 | 招商基金广深区 | | | 段明哲 | 方正资管 | | | 成浅之 | 华安证券 | | | 宋伟 | 浙商证券研究所 | | | 徐程颖 | 国盛家电 | | | 姝玥 | 国盛家电盘 | | 参与单位名称及人 | 桑轶 | 中信证券 | | 员姓名 | 杨志 | 众诚汽车保险 | | | 曾质彬 | 广发基金广深区 | | | 张浩佳 | 东吴基金管理有限公司 | | | 俞忠华 | 上海云门投资管理有限公司 | | | 房淑明 | 仁重股权投资(上海)有限公司 | | | 梁忻 | 东方基金 ...

近期联建光电（300269）发布2024年年报，证券之星财报模型分析如下： 经营概况 联建光电发布的2024年年报显示，公司营业总收入为6.65亿元，同比下降32.14%；归母净利润为634.03 万元，同比下降25.04%；扣非净利润为-1214.98万元，同比上升42.05%。尽管全年业绩有所下滑，但第 四季度表现亮眼，营业总收入为1.96亿元，同比下降20.64%，归母净利润为1323.04万元，同比上升 138.41%，扣非净利润为99.98万元，同比上升102.58%。 盈利能力分析 主营业务构成 公司主营业务收入主要来自数字设备，收入为6.57亿元，占总收入的98.74%，毛利率为29.33%。出口业 务占比较高，达到54.38%，收入为3.62亿元。国内各区域市场中，华东地区贡献最大，收入为1.11亿 元，占16.69%。 行业环境与未来展望 联建光电的盈利能力在2024年有所回升，毛利率为29.11%，同比增加3.4%，净利率为0.95%，同比增加 43.52%。这表明公司在成本控制和产品定价方面取得了一定成效。然而，每股收益为0.01元，同比下降 50.0%，显示出公司盈利能力仍面临一定压力 ...