2025 年 08 月 24 日 行业研究 评级：推荐(维持) 研究所： 证券分析师： 李永磊 S0350521080004 liyl03@ghzq.com.cn 证券分析师： 董伯骏 S0350521080009 dongbj@ghzq.com.cn 证券分析师： 陈云 S0350524070001 cheny17@ghzq.com.cn [Table_Title] OPEN AI 拟为 AI 基建投入数万亿美元， 六部门召开光伏产业座谈会 ——化工新材料产业周报 最近一年走势 | 行业相对表现 | | | 2025/08/22 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 基础化工 | 6.6% | 18.1% | 48.1% | | 沪深 300 | 6.3% | 11.9% | 32.1% | 相关报告 《化工新材料产业周报：2025Q2 全球硅晶圆出货 量同增 9.6%，IDC 料 2029 年全球机器人规模超 4000 亿美元（推荐）*基础化工*李永磊，董伯骏， 陈云》——2025-08-04 《化工新材料产业周报：全球 7nm 及以下产 ...

近日，华为在深圳举办"大Mate 大不同"2025华为智慧屏 MateTV新品技术发布会。作为我国高端电视市场份额第一的品牌，华为再一次借华为智慧屏 MateTV重构了大屏交互逻辑，让像"玩手机"一样"玩电视"正在成为可能，重新定义了电视在家庭生活和产业格局中的地位。 跨端协同则进一步强化了其作为家庭"超级终端"的地位。影片可在手机与电视间一键续播，会议文档可瞬间投射到大屏，甚至无需安装App，就能在电视上 刷小红书、刷抖音。 旗舰手机级操控上大屏，开启电视"可看可玩"新时代 华为智慧屏通过支持悬浮触控、手写、指向等功能的"灵犀全家桶"，打破了手机与电视之间的界限，让电视操控获得媲美旗舰机的智能体验。 在拓展"巨幕手机"体验的同时，华为智慧屏 MateTV依托华为智慧屏灵犀手写套装，将交互延伸至手写场景。用户通过轻轻一吸、插线即用的感知模块，即 可实现毫米级精度的笔迹感知，使笔尖的落笔、提笔、连笔都能被精准捕捉。用户可在家庭教育中进行实时批注，在儿童娱乐中进行涂鸦创作，让电视成为 共度亲子时光的好伙伴。 AI 与跨端协同，打造全家人的智慧生活中枢 以AI识人、AI搜片、跨端生态为支点，华为智慧屏 MateTV ...

Core Viewpoint - Huawei's new Smart Screen MateTV represents a significant shift in the television industry from passive viewing to active interaction, integrating innovative technologies and redefining user experience [1][4]. Group 1: Technological Innovation - The MateTV introduces a mobile-like interface to large screens with the "Harmony Light Pursuit Desktop," allowing users to switch content through familiar swipe and click actions, enhanced by a 240Hz high refresh rate and 8ms ultra-low latency [2]. - It features an independent image quality chip "Honghu Vivid," improving performance by 300% compared to previous models, along with a Super MiniLED black diamond screen with a peak brightness of 5000 nits and a 180W 3.2.2 cinema-level sound system [2]. - AI algorithms enhance light perception and audio quality, creating an immersive experience that sets a new direction for the industry in terms of interface interaction and audio-visual quality [2]. Group 2: Interaction Innovation - The MateTV's interaction is revolutionized by the "Lingxi Three-Piece Set," which includes the Lingxi Pointing Remote 2, Lingxi Floating Touch, and Lingxi Handwriting Kit, improving pointing accuracy by 56% and enhancing user experience [3]. - The dual-finger floating touch technology allows for complex multi-finger operations, enabling a mobile-like interaction experience and expanding the television's use case to include gaming [3]. - The handwriting kit transforms the TV into a touch writing screen, catering to family education and children's activities, thus broadening the scope of television usage beyond traditional entertainment [3]. Group 3: Ecological Reconstruction - The new Harmony system enables seamless integration between the MateTV and other devices, allowing users to continue watching videos or switch meetings effortlessly between devices [4]. - The distributed capabilities of the Harmony system position the MateTV as a smart home hub, allowing control of various devices like lights and air conditioning through a 3D model interface [4]. - The MateTV addresses traditional television pain points such as complex operations and fragmented ecosystems, promoting a new paradigm of "playing TV like using a smartphone" [4].