文 | 视听圈 近日，行业知名数据机构奥维睿沃发布表示，几年前一度成为彩电市场"热点"的8K电视，正在"逐渐退 出大众视野"。 据奥维睿沃数据统计：2025年，全球8K电视出货预计仅有10万台。其中，三星份额高达85%以上。同 时值得注意的在2026年三星并未规划8K电视新品。如此局面下，可以预见未来几年全球8K电视出货规 模将持续衰退。 8K电视为何"不断变冷"？ 8K电视没落了！ 一位行业人士向《视听圈》分析，按照这个数据，8K电视在全球2亿台规模的大盘中，其只有10万台， 这一规模甚至可以忽略不计。更为关键的是，8K电视发展到现在将近10年，不仅销量丝毫未见起色， 反而更是临近"消失边缘"，这多少有点"辛酸"味道。 此外，关于8K电视的走向问题，还有一个市场焦点值得"关注"。虽然三星一家品牌占据8成以上的份 额，处于绝对"一家独大"的局面。但是，在整体规模逐步"缩水"大环境下，三星也要对8K电视"说 不"了。 2026年三星并未规划8K电视新品。三星在8K市场的"战略性收缩"，无疑是一个强烈的行业信号。作为 长期以来的领军者，其决策意味着，即便是头部巨头，也判定在可预见的未来，8K电视难以成为一个 规模 ...

如今年轻人的客厅真的越来越会玩了！家电圈市场走访发现两个大趋势：一是客餐厅一体化装修爆火，作为客厅C位的电视，屏幕越做越大，百吋巨幕成 了许多年轻人的娱乐刚需；二是现在的年轻人早不满足于"看电视"，而是把电视玩出了新花样——既是家庭智慧管理中心，又是客厅里最出片的"百变画 廊"。 这波消费趋势背后，就是彩电行业的逻辑彻底翻盘了！在实现分区数量、峰值亮度等硬核实力领先基础上，长虹电视又甩出王炸——行业首款百吋治愈系 AI TV追光100Q10Air！集好看、好玩、好用于一身，不仅稳稳霸占客厅C位，还用治愈感拉满的体验，重新定义了年轻人的家庭娱乐方式。 不止大、美、强，更懂年轻人的"纠结"体质 今年以来，百吋巨幕电视越来越普及，但随之而来的麻烦也不少，让很多年轻人直呼"踩坑"。比如百吋电视入户难、机身厚重占地方、散热差容易卡顿等 问题，都是行业通病。而长虹追光100Q10Air直接开挂——4cm级超薄机身实现0距贴墙，比上一代薄了33%，彻底打破大家对百吋电视"笨重丑"的刻板印 象，装修党狂喜！ 更绝的是散热黑科技：采用国家级洁净钢+航天级双涵道散热系统Pro，散热面积直接拓宽4倍，导热效率提升30%，温度直降2 ...

Core Viewpoint - Hisense Visual's stock price has shown significant growth this year, with a notable increase in revenue and net profit, indicating a positive financial performance and investor interest [2][3]. Group 1: Stock Performance - As of December 2, Hisense Visual's stock rose by 2.01%, reaching 26.44 CNY per share, with a trading volume of 35.42 million CNY and a turnover rate of 0.10% [1]. - The stock has increased by 38.72% year-to-date, with a 2.92% rise over the last five trading days, 8.14% over the last 20 days, and 19.91% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Hisense Visual reported a revenue of 42.83 billion CNY, representing a year-on-year growth of 5.36%, and a net profit attributable to shareholders of 1.63 billion CNY, up 24.28% year-on-year [2]. - The company has distributed a total of 6.97 billion CNY in dividends since its A-share listing, with 3.04 billion CNY distributed in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Hisense Visual was 34,600, an increase of 5.38% from the previous period, with an average of 37,614 circulating shares per person, down 4.73% [2]. - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 75.78 million shares, an increase of 19.07 million shares from the previous period [3].

Core Viewpoint - Hisense Visual maintains long-term friendly cooperation with top global content companies, including Netflix [2] Group 1 - Hisense Visual engages in overseas partnerships with leading content providers [2] - The company emphasizes its commitment to collaboration with major players in the content industry [2]

屋漏偏逢连夜雨！最近5年以来的中国彩电市场，不只是遭遇了电视机产品的"量跌价连降"，更让众多彩电企业痛苦的是"越来 越多新老用户都在加速抛弃电视机"，选择其他的娱乐方式和产品。 最新数据显示：2025年第三季度中国彩电市场零售量615万台，同比下降12.1%；零售额252亿元，同比下降8.1%。今年前三季度 中国彩电市场零售量、零售额分别为1991万台、814亿元，同比下跌2.9%、增长2.1%。奥维云网还预测，2025年中国彩电全渠道 零售额规模预计1208亿元，同比下降5%；零售量规模预计达2892万台，同比下降6%。 不过，从前三季度不足2千万台的出货量，要在今年四季度取得近900万台的出货量，对于市场上的众多彩电厂商而言，难度不 小。这还意味着，短短几年时间，彩电在中国市场的零售量，已经从高光时期的超5千万台，一路下跌之后，如今则直接失守 3000万台，未来是否会一步步跌破2500万台、2000万台，并不意外。 电视，对于中国家庭和消费者来说，如今最大的生存困局，不只是在市场上彻底"卖不动"，关键还在于家庭里"看不上"。不管 是液晶电视、OLED电视，还是激光电视、投影电视，最终都在遭遇一个挑战：与显 ...

Core Viewpoint - Hisense Visual's stock has shown a significant increase this year, with a 32.11% rise, despite a recent decline in the last five trading days [1][2]. Financial Performance - For the period from January to September 2025, Hisense Visual achieved a revenue of 42.83 billion yuan, representing a year-on-year growth of 5.36% [2]. - The net profit attributable to shareholders for the same period was 1.63 billion yuan, reflecting a year-on-year increase of 24.28% [2]. Stock Market Activity - As of November 20, Hisense Visual's stock price was 25.18 yuan per share, with a market capitalization of 32.86 billion yuan [1]. - The stock experienced a trading volume of 165 million yuan and a turnover rate of 0.51% on the same day [1]. - The net inflow of main funds was 6.44 million yuan, with significant buying and selling activities recorded [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 34,600, up by 5.38% from the previous period [2][3]. - The average number of circulating shares per shareholder decreased by 4.73% to 37,614 shares [2]. Dividend Distribution - Since its A-share listing, Hisense Visual has distributed a total of 6.97 billion yuan in dividends, with 3.04 billion yuan distributed in the last three years [3]. Major Shareholders - As of September 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 75.78 million shares, an increase of 19.07 million shares from the previous period [3]. - Southern CSI 500 ETF and other funds have shown varying changes in their holdings among the top ten circulating shareholders [3].

Core Viewpoint - Hisense Visual's stock price has shown a year-to-date increase of 32.90%, but it has recently experienced a slight decline in the short term, indicating potential volatility in the market [2]. Financial Performance - For the period from January to September 2025, Hisense Visual achieved a revenue of 42.83 billion yuan, representing a year-on-year growth of 5.36%. The net profit attributable to shareholders was 1.63 billion yuan, reflecting a year-on-year increase of 24.28% [2]. - Cumulative cash dividends since the A-share listing amount to 6.97 billion yuan, with 3.04 billion yuan distributed over the past three years [3]. Stock Market Activity - As of November 17, Hisense Visual's stock price was 25.33 yuan per share, with a market capitalization of 33.06 billion yuan. The stock experienced a decline of 2.05% during the trading session [1]. - The trading volume indicated a net outflow of 9.07 million yuan from main funds, with significant selling pressure observed [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 5.38% to 34,600, with an average of 37,614 circulating shares per person, a decrease of 4.73% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 75.78 million shares, an increase of 19.07 million shares from the previous period [3].

Core Viewpoint - Hisense Visual Technology Co., Ltd. has shown significant stock performance with a year-to-date increase of 38.98% and a recent 9.69% rise over the last five trading days, indicating strong market interest and potential growth in the consumer electronics sector [1][2]. Financial Performance - For the period from January to September 2025, Hisense Visual reported a revenue of 42.83 billion yuan, reflecting a year-on-year growth of 5.36%. The net profit attributable to shareholders was 1.63 billion yuan, marking a 24.28% increase compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 6.97 billion yuan, with 3.04 billion yuan distributed over the last three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased by 5.38% to 34,600, while the average number of circulating shares per person decreased by 4.73% to 37,614 shares [2]. - The stock's trading activity showed a net outflow of 6.95 million yuan from major funds, with significant buying and selling from large orders [1]. Business Overview - Hisense Visual, established on April 17, 1997, specializes in manufacturing and selling televisions, broadcasting equipment, refrigerators, communication products, and various electronic devices. The main revenue sources include smart display terminals (79.68%), new display businesses (11.57%), and other segments [1]. - The company is categorized under the home appliance industry, specifically in the black home appliance sector focusing on color TVs [1].

Core Viewpoint - Zhaochi Co., Ltd. has experienced fluctuations in stock price and financial performance, with a notable decline in revenue and net profit year-on-year, indicating potential challenges in the market [1][2]. Financial Performance - As of September 30, 2025, Zhaochi Co., Ltd. reported a revenue of 13.896 billion yuan, a year-on-year decrease of 14.03% [2]. - The net profit attributable to shareholders was 1 billion yuan, reflecting a year-on-year decline of 27.13% [2]. - The company has cumulatively distributed 1.944 billion yuan in dividends since its A-share listing, with 1.308 billion yuan distributed over the past three years [3]. Stock Market Activity - On November 7, Zhaochi's stock price fell by 2.02%, trading at 6.32 yuan per share, with a total market capitalization of 28.610 billion yuan [1]. - The stock has increased by 11.40% year-to-date, with a 2.76% rise over the last five trading days, but a 4.53% decline over the last 20 days [1]. - The company experienced a net outflow of 12.9827 million yuan in principal funds, with significant selling pressure observed [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 101,400, with an average of 44,640 circulating shares per person, a slight decrease of 0.78% [2][3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 50.1909 million shares, an increase of 16.2729 million shares compared to the previous period [3].

Company Performance - Hisense achieved a net profit attributable to shareholders of 1.629 billion yuan (+24.28%) in the first three quarters of 2025, with Q3 net profit reaching 573 million yuan (+20.25%) [1] - The rapid growth in Q3 performance is attributed to strong sales of Mini LED and large-screen products [1] - The gross margin remained stable, and effective expense management contributed to a slight increase in net profit margin [1] Industry Trends - The global TV industry is experiencing a clear trend towards high-end large-screen upgrades, with increasing penetration of Mini LED products [1] - This trend is expected to drive steady growth in both the overall scale and profit levels of the industry [1] Strategic Initiatives - Hisense adheres to the "1+4+N" strategy and has a strong technological reserve [1] - The increasing proportion of Mini LED TVs is driving product structure upgrades, while internal reforms are facilitating continuous performance release [1] - Revenue and profit are expected to continue to grow rapidly [1]