电视行业

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促进内容创新 丰富电视大屏(艺海观澜)
Ren Min Ri Bao· 2025-08-25 21:56
面对新的格局,需要重新认识电视大屏和各类节目在媒介生态中的方位,与时俱进发挥好政策工具调节 作用,进一步解放和发展文化生产力,助推行业改革、创新、发展 好作品离不开好环境,好环境成就好作品。文化创造的力量归根到底来自社会,要以焕新大屏更好服务 亿万观众,以优质文化产品满足更高文化需求,需要营造积极健康、鼓励创新的环境,让文化从业者能 够全心全情投入创作生产经营,让全社会创新创造活力充分涌流。毕竟,强大的文化供给能力,是满足 文化需求、传递精神力量、增强文化自信、壮大主流文化的根本所在。《举措》成效如何,我们拭目以 待。 (文章来源:人民日报) 政策的调整,源于视听媒体格局的转型。多年来,千家万户客厅中的电视,是百姓精神文化生活的主渠 道。以电视剧为代表的各类节目,也在这方屏幕中孕育发展,逐渐成长为独具精神意蕴与审美价值,颇 具传播力与影响力的大众文艺形式。近年来,伴随信息技术迅猛发展,电视行业迎来巨大变量。移动互 联网的崛起,让电视大屏的渠道地位受到冲击;短视频、直播等新兴视听业态的兴起,让传统电视节目 遭遇观众注意力的分流。这些直接影响了节目传播效果,传导至生产端,又给内容供给带来压力。过去 几年,优秀节目 ...
海信视像(600060):全球份额持续提升,国补拉动Q4业绩高增
Guotou Securities· 2025-03-31 02:33
Investment Rating - The investment rating for Hisense Visual is maintained at "Buy-A" with a target price of 27.80 CNY for the next six months [4]. Core Views - Hisense Visual reported a revenue of 58.53 billion CNY for 2024, representing a year-over-year increase of 9.2%. The net profit attributable to shareholders was 2.25 billion CNY, up 7.2% year-over-year. In Q4 alone, the company achieved a revenue of 17.88 billion CNY, a significant increase of 24.3% year-over-year, and a net profit of 0.94 billion CNY, which is a remarkable growth of 100.1% year-over-year [1][2][3]. Summary by Sections Financial Performance - In Q4, Hisense's domestic television sales increased by 14% year-over-year, driven by the "old-for-new" policy stimulating demand in the television industry. The company's global market share for television shipments reached 13.9%, an increase of 1.0 percentage points year-over-year [2]. - The net profit margin for Q4 was 5.2%, reflecting a year-over-year increase of 2.0 percentage points, primarily due to improved gross margins from high-end products and stable panel costs [2][3]. Cash Flow - The operating cash flow for Q4 increased by 100 million CNY year-over-year, attributed to rapid revenue growth. Cash received from sales and services rose by 340 million CNY year-over-year [3]. Future Outlook - The company is expected to benefit from ongoing product structure optimization and rapid growth in new display businesses, which include laser display, commercial display, cloud services, and chip businesses. EPS forecasts for 2025, 2026, and 2027 are 1.99 CNY, 2.19 CNY, and 2.45 CNY, respectively [3][4].