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周专题:H1全球TV出货量同比表现稳健,TCL、海信保持份额扩张趋势
HUAXI Securities· 2025-08-03 13:36
Investment Rating - The industry rating is "Recommended" [5] Core Insights - In H1 2025, global TV shipments showed a steady performance with a year-on-year decline of 1.5%, totaling 90.8 million units, while high-end OLED TV shipments increased by 6.7% [9][10] - TCL and Hisense are maintaining their market share expansion, with TCL's global shipments reaching 13.4 million units, up 6.3% year-on-year, and Hisense's shipments at 13.1 million units, up 2.6% year-on-year [10] Summary by Sections Weekly Topic: Global TV Shipment Performance - The global TV shipment growth rate for H1 2025 showed a trend of high growth followed by a decline, with Q2 2025 shipments down by 3.5% year-on-year [9] - Mini-LED TV shipments continued to perform well, with a year-on-year increase of 82.9% in Q1 2025, and an expected annual growth of 50% to reach 11.56 million units [9] Company Announcements - Hisense reported H1 2025 revenue of 49.34 billion yuan, a year-on-year increase of 1.44%, and a net profit of 2.077 billion yuan, up 3.01% [15] Data Tracking - Raw material prices showed fluctuations, with copper prices down by 2.6% and aluminum prices down by 4.2% as of August 1, 2025 [17] - The CCFI composite index for shipping rates decreased by 2.3% as of August 1, 2025 [23]
CBS' decision to end Stephen Colbert's top-rated late-night show
NBC News· 2025-07-18 21:54
Let's talk official line which is CBS saying listen this is a business decision right yes but with that Colbear is the highest rated late night show host amongst all the late night show hosts correct so CBS says that they were losing money they've been losing money on the show and I think that's probably true even though the ratings for him are better than the other shows audience levels are better the advertising has fallen fallen off tremendously all over network TV. It's fallen off and and that's sort of ...
X @Bloomberg
Bloomberg· 2025-07-12 03:43
Legendary, the independent film and TV studio behind the Dune trilogy and A Minecraft Movie, is considering a takeover of Lionsgate Studios https://t.co/AjaYIBHOsz ...
X @Bloomberg
Bloomberg· 2025-07-11 20:45
Legendary, the independent film and TV studio behind the Dune trilogy and A Minecraft Movie, is considering a takeover of Lionsgate Studios https://t.co/ccCQLQ2ybT ...