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小米与Vidda电视3年诉讼案二审判决 Vidda:将加强向优秀企业学习
Mei Ri Jing Ji Xin Wen· 2025-05-13 01:35
每经记者|彭斐 每经编辑|文多 历经3年多时间后,小米公司与海信集团旗下聚好看科技股份有限公司之间发生的"Vidda"电视名誉权诉 讼案,有了终审结果。近日,针对"海报争议文案诋毁小米"事件,Vidda电视方面已发布声明,以期"消 除影响"。 这起案件的一审判决结果在2024年3月份宣布。当时小米法务部发文称,法院判定Vidda电视发布侮辱、 贬损小米公司的误导性信息,且主观恶意明显,最终判定Vidda赔偿小米公司经济损失50万元,并且连 续7日刊登微博置顶声明,以消除对小米的影响。 奥维云网近日发布的数据显示,在2025年1月—4月的国内线上电视市场上,小米旗下的红米品牌以 20.76%的市占率位列第一,Vidda品牌的市占率为13%,位列行业第二。 在一位不愿具名的家电行业人士看来,这几年电视行业的形势可谓天翻地覆,游戏电视、人工智能电视 等各种新品层出不穷,新品牌也乘势而上,营销手段已随之发生了很大变化。该人士还表示,希望品牌 之间理性竞争,最终能为消费者提供更多、更好的选择,这才是多赢的局面。 封面图片来源:视觉中国-VCG211410301566 Vidda电视5月10日发布的上述声明显示:"202 ...
市场按下优胜劣汰“加速键” 公募基金努力出招应对
Zheng Quan Shi Bao· 2025-05-11 18:33
Core Viewpoint - The A-share market is accelerating the elimination of underperforming companies, with over 140 listed companies facing delisting risk warnings this year, leading to significant stock price declines for many of these companies [1][2][4]. Group 1: Market Dynamics - More than 140 listed companies have been implemented with ST (Special Treatment) status due to new regulations, with 43 and 27 companies receiving this status on April 30 and May 6, respectively [2]. - Companies under delisting risk warnings generally experience sharp declines in stock prices, impacting funds that have invested in these stocks [2][4]. - The "shell value" of listed companies has significantly decreased due to strict enforcement of delisting regulations [7]. Group 2: Fund Involvement - Despite the decline in interest from public funds in ST stocks, some companies that may potentially remove their ST status are still attracting attention from public funds [1][7]. - Among the 140+ companies facing delisting risk, only 19 have fund holdings, primarily from passive funds like ETFs [4]. - Public funds have a low "踩雷" (踩雷 means to hit a mine, referring to investment losses) ratio, with most holdings being in theme ETFs rather than actively managed funds [4]. Group 3: Specific Company Cases - *ST天择, an AI media concept stock, saw its stock price drop significantly after being placed under ST status, despite previously attracting substantial public fund investment [3][2]. - 松发股份 also faced ST status due to negative financial performance, with public funds holding a high concentration in this stock [3]. - ST华通, which faced ST status due to financial fraud, has seen a recovery in stock price, with 22 equity products investing in it as of the end of Q1 this year [7]. Group 4: Investment Strategies - The process for a stock to enter a core stock pool involves multiple layers of scrutiny, with fundamental performance being the primary criterion [5]. - Fund managers must undergo a complex approval process to invest in high-risk ST stocks, reflecting a cautious approach in the current regulatory environment [8]. - Some index funds may choose to retain ST stocks in their portfolios, while others may opt to remove them based on their investment strategies [6].
新技术提供电视行业新机遇
Jing Ji Ri Bao· 2025-05-08 21:44
Core Insights - The launch of ultra-high-definition embedded micro set-top boxes at the 31st China International Radio and Television Information Network Exhibition marks a significant step towards improving television viewing experiences and indicates advancements in new technologies and devices, creating new opportunities in the market for televisions and set-top boxes [1] Group 1: Industry Trends - The rapid development of mobile devices has highlighted the complexity and outdated functionality of many television products, leading to persistent low sales as consumer demands for smart, convenient, and high-definition options remain unmet [1] - The National Radio and Television Administration's efforts to address issues related to complex operations and excessive fees in the television industry have led to significant improvements, with the introduction of ultra-high-definition embedded micro set-top boxes and universal remote controls providing a technological opportunity for hardware upgrades and high-quality development [1] Group 2: Consumer Preferences - As living standards improve and viewing habits change, televisions are transitioning into improved consumer products, necessitating manufacturers to focus on user needs and enhance product experience and added value [2] - Manufacturers are encouraged to optimize product design towards integrated set-top boxes, single remote control usage, mobile remote access, and voice control, while also providing personalized services based on user habits and viewing preferences [2] Group 3: Product Quality and Market Competition - The trend towards larger and higher-resolution smart TV screens has led consumers to compare products extensively, with high cost-performance ratio products being more competitive in the market [2] - The significant increase of 520.4% in MiniLED television sales in the first quarter of this year exemplifies the industry's shift towards higher quality and lower consumption products [2] - Collaboration among various stakeholders is essential for the continuous transformation and upgrading of the industry, focusing on co-developing new technologies and products to enhance compatibility and interoperability among different devices [2]
厦门新古岸探索电影有限公司成立,注册资本800万人民币
Sou Hu Cai Jing· 2025-05-07 16:25
企业名称厦门新古岸探索电影有限公司法定代表人林晓英注册资本800万人民币国标行业文化、体育和 娱乐业>广播、电视、电影和录音制作业>影视节目制作地址厦门市思明区湖滨南路398号103室企业类 型法人商事主体【有限责任公司(自然人投资或控股的法人独资)】营业期限2025-5-7至无固定期限登记 机关 天眼查App显示,近日,厦门新古岸探索电影有限公司成立,法定代表人为林晓英,注册资本800万人 民币,由厦门新古岸商业运营管理有限公司全资持股。 来源:金融界 序号股东名称持股比例1厦门新古岸商业运营管理有限公司100% 经营范围含许可项目:电影放映。(依法须经批准的项目,经相关部门批准后方可开展经营活动,具体 经营项目以相关部门批准文件或许可证件为准)数字技术服务;其他文化艺术经纪代理;组织文化艺术 交流活动;文艺创作;专业设计服务;咨询策划服务;企业形象策划;会议及展览服务;广告设计、代 理;平面设计;广告制作;广告发布;文具用品零售;体育用品及器材零售;服装服饰批发;服装服饰 零售;玩具、动漫及游艺用品销售;工艺美术品及礼仪用品销售(象牙及其制品除外);互联网销售 (除销售需要许可的商品);食品销售(仅销售预 ...
4.30犀牛财经晚报:一季度全球黄金需求总量达1206吨 阿里加码即时零售
Xi Niu Cai Jing· 2025-04-30 10:24
Group 1: Global Gold Demand - In Q1 2025, global gold demand reached 1206 tons, a year-on-year increase of 1% despite gold prices exceeding $3000 per ounce [1] - Gold ETF demand surged, leading to a more than doubling of gold investment demand to 552 tons, a 170% year-on-year increase, marking the highest quarterly level since Q1 2022 [1] - Retail investment in gold bars and coins in China increased by 3% to 325 tons, the second-highest quarterly demand on record [1] Group 2: Securities Firms Performance - In Q1 2025, 49 securities firms reported a total revenue of 132.4 billion yuan, a year-on-year increase of 27.1% [1] - The net profit attributable to shareholders reached 55.39 billion yuan, up 75.55% year-on-year; excluding special impacts, the growth rate was 49.26% [1] - Proprietary trading accounted for 39% of total net income, making it the largest revenue source, followed by brokerage business at 26% [1] Group 3: Television Market Forecast - TrendForce predicts a 0.7% year-on-year decline in global TV shipments in 2025 due to the impact of U.S. tariffs and reduced consumer demand [2] Group 4: Public Cloud Market Growth - IDC reports that the public cloud IaaS market in China is expected to grow to 94.82 billion yuan in H2 2024, a 13.8% year-on-year increase, driven by AI [2] - Alibaba Cloud ranks first in market share, with a continuous recovery over three consecutive quarters [2] Group 5: Instant Retail Development - Taobao's "Hour Delivery" service has been upgraded to "Taobao Flash Purchase," launching in 50 cities with plans for nationwide expansion [2] Group 6: Seafood Market Trends - The price of crayfish has dropped significantly, with medium-sized crayfish prices falling from 40 yuan per jin to 17 yuan per jin, a decline of over 50% [3] - Companies like Guolian Aquatic and Anjijin Food reported declines in revenue and net profit, attributed to market conditions and reduced demand for crayfish [3] Group 7: AstraZeneca's Tax Issues - AstraZeneca faces potential fines exceeding $800,000 due to allegations of tax evasion related to the import of a specific drug in China [3] Group 8: Chengdu Rural Commercial Bank Performance - Chengdu Rural Commercial Bank reported a total asset size of 914.26 billion yuan, marking a significant growth trend [5] Group 9: Investment Strategy Insights - Notable investor Mark Mobius stated that 95% of his fund's position is in cash, reflecting a cautious approach amid upcoming trade negotiations [5] Group 10: Corporate Governance Changes - Several executives at Xiaogoods City have resigned due to organizational changes [8] Group 11: Financial Regulatory Updates - The China Securities Regulatory Commission approved the IPO registration of Shandong Xintong Electronics [6] Group 12: Legal and Compliance Issues - Tianjin Pharmaceutical was fined 69.19 million yuan for engaging in monopolistic practices [6] - Jiangwei New Energy received a warning from the Shenzhen Securities Regulatory Bureau for failing to fulfill a shareholding commitment [7]
技术突围与全球布局共振,TCL电子(01070)Q1量价双增喜提开门红
智通财经网· 2025-04-30 04:23
Core Viewpoint - TCL Electronics reported a strong performance in Q1 2025, with global TV shipments reaching 6.51 million units, a year-on-year increase of 11.4%, and sales revenue growing by 22.3%, demonstrating the effectiveness of its "mid-to-high-end + large-screen" strategy [1] Group 1: Financial Performance - The market reacted positively to TCL Electronics' performance, with a significant increase in public fund holdings, which rose by 189.25% year-on-year to 785 million yuan, accounting for 3.60% of circulating shares [1] - TCL Electronics' stock price surged by 52.28% year-to-date, outperforming the Hang Seng Index and reaching a nearly 20-year high [1] Group 2: Global Strategy and Market Expansion - Since 2016, TCL Electronics has shifted its strategic focus to overseas markets, enhancing brand influence through local partnerships and a localized approach across various operational aspects [2] - The company has optimized its organizational structure in 2023, creating six major marketing divisions to improve decision-making efficiency and enhance global operational capabilities [2] Group 3: Product and Market Performance - In Q1 2025, TCL's international TV shipments grew by 11.6%, with significant increases in large-screen models, including a 48.5% rise in shipments of 65-inch and above TVs, and an 86.8% increase for 75-inch and above models [3] - The European market saw a 15.8% increase in TCL TV shipments, with 75-inch and above models soaring by 74.4% [3] Group 4: Emerging Markets and Competitive Position - In emerging markets, TCL's TV shipments increased by 18.8%, with 75-inch and above models doubling in growth at 100.5% [4] - In North America, TCL focused on high-end channels like BestBuy, resulting in a 79.3% increase in shipments of 75-inch and above TVs, with market share remaining strong [4] Group 5: Technological Advancements - TCL Electronics is a pioneer in Mini LED technology, with Q1 shipments increasing by 232.9% globally and 341.1% domestically, significantly enhancing its market position [6] - The company's investment in R&D has led to advancements in display technology, contributing to its competitive edge in the high-end market [6] Group 6: Strategic Initiatives and Future Outlook - The recent stock incentive plan aims to align the interests of core teams with long-term profit targets, setting ambitious growth rates for adjusted net profit from 2025 to 2027 [8] - TCL Electronics is positioned to capitalize on the global display industry upgrade, leveraging its early advantages in quantum dot and Mini LED technologies to capture high-end market share [9]
颂泰文化(湖南)有限公司成立,注册资本200万人民币
Sou Hu Cai Jing· 2025-04-22 02:22
经营范围含许可项目:广播电视节目制作经营(依法须经批准的项目,经相关部门批准后方可开展经营 活动,具体经营项目以批准文件或许可证件为准)电影摄制服务;电影制片;影视美术道具置景服务;数字 内容制作服务(不含出版发行);文艺创作;照明器具销售;音响设备销售;体育用品设备出租;数字文化创 意技术装备销售;广播影视设备销售;数字内容制作服务(不含出版发行);数字创意产品展览展示服务; 数字技术服务;数字广告制作;数字广告发布;数字广告设计、代理;数字文化创意技术装备销售;数字文化 创意内容应用服务;数字创意产品展览展示服务;数字内容制作服务(不含出版发行);组织文化艺术交流 活动;其他文化艺术经纪代理;会议及展览服务;商业综合体管理服务;租赁服务(不含许可类租赁服务); 园区管理服务;文化娱乐经纪人服务;文化场馆管理服务;广告制作;广告发布;广告设计、代理;数字广告制 作;数字广告发布;数字广告设计、代理;平面设计;品牌管理;信息咨询服务(不含许可类信息咨询服务); 以自有资金从事投资活动(除依法须经批准的项目外,自主开展法律法规未禁止、未限制的经营活动) 企业名称颂泰文化(湖南)有限公司法定代表人巨小虎注册资本2 ...
海信视像营收利润双增!AI是王牌,还是赌局?
Sou Hu Cai Jing· 2025-04-09 02:06
根据Omdia统计,2024年海信系电视全球出货量市占率为13.95%,连续三年稳居世界第二;根据奥维云 网统计数据,2024年海信系电视中国内地零售额与零售量市占率为29.83%与26.31%,稳居中国第一。 这一现象并非偶然,背后是海信视像对市场趋势的精准预判,在高端化、智能化赛道持续发力,产品矩 阵持续优化,极大提升了产品溢价空间与市场竞争力,成为营收增长的强劲助推器。 业绩攀升,营收净利双增 在全球消费电子行业竞争近乎白热化,显示技术迭代迅猛的当下,海信视像 2024 年的财报成绩堪称亮 眼,营收与净利润双双实现可观增长。 海信视像财报数据显示,2024年营业收入为585.3亿元,同比增长9.2%;净利润为22.5亿元,同比增长 7.2%。其中,第四季度,海信视像营业收入为178.8亿元,同比增长24.3%;净利润为9.36亿元,同比增 长100.1%。 海信视像业绩实现惊人增长绝非偶然,背后有着深层次且多元的驱动因素。 一来,海信视像"高端化、大屏化"战略有效撬动了销售结构的深度优化,高附加值产品占比持续攀升。 在全球家电市场被智能化、高端化浪潮重塑格局之际,海信视像携优异的销量数据,以雷霆之势闯入 ...
海信视像(600060):盈利能力显著修复 业绩接近预告上限
Xin Lang Cai Jing· 2025-03-31 04:27
Group 1: Financial Performance - In 2024, the company achieved revenue of 58.53 billion, a year-on-year increase of 9.2%, and a net profit attributable to shareholders of 2.25 billion, up 7.2% year-on-year [1] - For Q4 2024, the company reported revenue of 17.88 billion, a significant year-on-year increase of 24.3%, and a net profit attributable to shareholders of 0.94 billion, up 100.1% year-on-year [1] - The overall gross margin for 2024 was 15.7%, a decrease of 0.6 percentage points year-on-year, while Q4 gross margin improved to 16.4%, a year-on-year decrease of 0.3 percentage points [2] Group 2: Business Segments - The television segment generated revenue of 46.63 billion in 2024, reflecting a year-on-year growth of 13.0%, with the company maintaining a leading position in the market [1] - The new display business reported revenue of 6.77 billion, a year-on-year increase of 3.9%, with significant growth in overseas markets, where revenue increased by 63% year-on-year [1] Group 3: Market Position and Strategy - The company holds a market share of 29.8% in domestic sales and 26.3% in volume, leading the industry, with notable increases in Mini LED retail market share [1] - The company is expected to benefit from national subsidies and major sporting events, which will drive channel expansion and market share growth [2] Group 4: Future Outlook - The company forecasts net profit attributable to shareholders of 2.63 billion, 2.93 billion, and 3.26 billion for 2024, 2025, and 2026, respectively, indicating year-on-year growth rates of 16.9%, 11.6%, and 11.1% [2] - The current stock price corresponds to a PE valuation of 11, 10, and 9 times for the years 2024, 2025, and 2026 [2]
电子行业观察:致态渠道提货价涨幅超10%;中国电视前两月出货量增长4.3%
Jin Rong Jie· 2025-03-24 13:32
电子行业观察:致态渠道提货价涨幅超10%;中国 电视前两月出货量增长4.3% 近期,电子行业两大动态引发市场关注:一方面,闪存市场迎来新一轮价格调整,国内头部存储品 牌及国际厂商相继宣布提价;另一方面,中国电视市场在2025年前两月实现出货量稳步增长,行业复苏 迹象显现。 闪存市场迎价格普涨,头部品牌提货价上调超10% 根据CFM中国闪存市场消息,长江存储旗下零售品牌致态计划自4月起上调渠道提货价格,涨幅或 将超过10%。这一调整紧随国际品牌闪迪的涨价动作。据台媒TechNews披露,闪迪已向渠道商发布公 告,宣布其消费端产品自4月1日起全面提价,整体幅度同样超过10%。机构分析认为,此次价格普涨或 与上游供应链成本上升及市场需求回暖有关。 从行业背景来看,全球半导体市场正经历结构性调整。2025年1月数据显示,全球半导体销售额达 565.2亿美元,同比增长17.9%,反映产业链供需关系趋紧。与此同时,日本半导体设备出货量1月同比 大增32.37%,表明晶圆厂扩产需求持续旺盛。尽管手机等消费电子终端出货增速放缓,但存储厂商通 过价格策略优化库存与利润的意图明显。 值得注意的是,国产存储厂商的定价权提升是此次调 ...