现状：全球产能霸主的光环与隐忧 升级路径：在机遇与挑战下的产业升级突围路径 价值锚点：高确定性需求与政策协同下的投资图谱 从"规模领跑"到"价值重塑"的窗口期正在收紧。把握"技术攻坚-场景绑定-全球竞合"三位一体的突破逻辑，方能在这场光电子产业升维战中抢占制高点。 当三星在2025年全球消费电子展上推出首款0.3毫米无缝拼接的Micro LED巨幕电视时，这不仅是一次硬件迭代的噱头，更预示着显示技术领域正加速从传 统光效工具演变为智能交互的核心载体。 如今，LED产业的光环已不再仅源于全球产能霸主的地位，而是转向一场由Mini/Micro LED驱动的产业跃迁：过去堆砌于同质化竞争的"价格战泥潭"，正 被技术革命重塑为覆盖消费电子、智能汽车与元宇宙入口的多维价值生态。从智能座舱的交互式光语到虚拟拍摄的沉浸式巨幕，再到精准调控作物的"光 配方"，LED的应用边界正以前所未有的速度拓展，驱动产业开辟"第二增长曲线"。 LED产业的结构性突围与技术迭代，不仅关乎显示霸权争夺的胜负手，更在重新定义"光"作为未来信息载体的战略价值。当技术跃迁与场景裂变相遇，中 国产业链能否突破高端瓶颈、掌控生态话语权，成为全球智造升级 ...

Group 1 - Su Ning Yi Gou held a press conference to promote the upgrade of television consumption, advocating a new paradigm of "1+1+N" to extend screens from living rooms to entire homes and various scenarios [1][4] - The company will launch a series of promotional activities starting July 25, including trade-in discounts of up to 2000 yuan and 50% off on large screens, aiming to accelerate the popularity of high-end products [1][4] Group 2 - The television industry is undergoing a transformation into the AI ultra-high-definition era, with smart TV penetration among young users expected to exceed 85% by 2024, and average daily usage reaching 4.5 hours [3] - The role of televisions is evolving from a mere viewing device to a versatile "lifestyle partner," catering to various activities such as health, remote learning, gaming, and outdoor entertainment [3] Group 3 - Su Ning Yi Gou's strategy includes enhancing user experience through innovative retail formats and upgraded store environments, focusing on high-end home appliance needs [5] - The company collaborates with major brands to create a new experience that integrates technology, lifestyle, and social interaction, featuring products like ultra-large screens and laser TVs [5] Group 4 - The "Big Screen Renewal Storm" initiative aims to resonate with consumers' aspirations for a better life, with the company planning to engage with the industry to promote this vision [6]

Group 1 - JD Electronics opened its North Garden Street store in Jinan, marking it as the first in Shandong and the second nationwide to implement the "home appliances + home" integration model [1][3] - The store features a 12,000 square meter space designed to create a warm, home-like atmosphere, integrating home appliances with furniture and other home products [3][5] - The store offers innovative services such as whole-home "feng shui" services, integrating various home installation services from the moment consumers purchase their homes [3][5] Group 2 - The opening coincided with JD's 618 sales peak, emphasizing the strategy of "online price comparison, offline experience," attracting many home decoration consumers [5][6] - The store's sales performance has been exceptional, with the first flagship store in Jinan achieving over 1 billion yuan in sales in its first month and consistently exceeding sales targets [6][7] - JD Electronics plans to expand its presence in Jinan with a grid layout of one or two super experience stores and multiple flagship stores to cover the city and surrounding areas [6][7]

今年端午假期恰逢618年中大促，政策利好叠加线下体验回暖，家电3C市场消费潜力加速释放。5月30 日至6月2日，苏宁易购在北京、南京、上海、杭州、宁波、苏州、无锡、深圳、广州、重庆、西安、贵 阳、济南、青岛、合肥、天津、南昌、太原、兰州、徐州、芜湖、长春等多个核心城市的38家门店集中 新开升级、开展年中庆典活动。其中，北京中塔Suning Max和南京新街口Suning Max两大超级体验店迎 来"满月庆"，聚焦高端科技新品首发、沉浸式场景体验与全链路服务升级，为消费者打造"可逛、可 玩、可社交"的一站式生活方式新地标。 不仅有"好场景、好产品、好价格"，苏宁易购更以"好服务"持续领跑线下体验。从上门量房、方案设计 到送装调试与以旧换新，苏宁家电管家一站式服务体系全链路贯通。新街口门店店长介绍，门店升级的 核心是依托衣物护理、咖啡体验、厨电实操、客厅影音等高频场景，带动消费者到店频次与黏性。值得 一提的是，门店在清洁类、净水类等"家电新刚需"商品展示上也更贴近年轻人生活方式，响应"轻家 务""智能替代"等新消费趋势。 今年618大促期间，苏宁易购全国248家门店陆续迎来新开升级及店庆活动。5月30日作为首轮爆 ...

21世纪经济报道记者周潇枭 济南、泰安、重庆报道 "这是近几年家电卖场最好的时候。" 近日，21世纪经济报道记者走访济南、泰安、重庆等地的部分家电卖场，多家卖场经营者均发出类似的感慨。去年9月落地的消 费品以旧换新政策，极大地促进了家电、汽车等商品的销售。今年消费品以旧换新政策进一步扩围，手机等3C品类纳入"国 补"范畴，再度引领了家电卖场的火爆销售行情。 今年3000亿元超长期特别国债用以支持消费品以旧换新的政策效应在持续释放，地方政府也在加大财力投入促进消费回升。展 望二季度，相关卖场对家电、手机、汽车等消费前景依然乐观，并期待有更多品类能纳入"国补"范畴。 不可回避的是，去年9月落地的消费品以旧换新政策，拉高了相关消费品类的基数。另外，新能源汽车销售火爆的同时，业内竞 争依然激烈，部分汽车厂商存在"增收不增利"的现象。后续如何有效提振消费，推动内需持续恢复向好，仍是政策的重点。 家电卖场销售火爆 5月中旬，当记者在泰安市财源大街的三源家电采访时，这栋五层楼、经营面积2万平方米的大型线下家电卖场里，随处可见"全 城聚焦2025新国补"等字样，并明确标识出"家电/家装厨卫补贴20%，单台至高补贴2000元" ...

Group 1 - The core message indicates that since the implementation of the "old-for-new" appliance policy in August 2024, consumers have purchased over 100 million appliances, with more than 40 million purchased in 2025 alone, highlighting a strong consumer trend towards domestic products [1] - The "May Day" holiday is approaching, and the consumer market is experiencing a continuous increase in activity, with Chongqing Suning launching the "May Day Renewal Week" to offer significant discounts on over 100 appliance models [1][3] - The promotional activities include a commitment to "genuine products, genuine subsidies, and genuine 50% off," with a focus on providing a wide selection of products at competitive prices [3] Group 2 - During the "May Day" holiday, Chongqing Suning is actively participating in local government consumption promotion activities, creating unique experiences that combine city characteristics with quality consumption [4] - The company plans to host over 100 free interactive experiences, such as music concerts and food tasting events, across various stores to enhance customer engagement [4] - Additional services during this period include a 30-day price guarantee, a 7-day no-reason return policy, and personalized assistance from appliance consultants to ensure a seamless shopping experience [4]

【LEDinside】 近期，京东方、创维在Mini LED背光电视有新品发布。京东方推出110英寸超高色 域MLED（Mini LED）背光巨幕电视解决方案；华为Vision智慧屏5SE预售，首次搭载Mini LED背 光技术；创维推出A4系列Mini LED电视，具有百级分区、4K分辨率。 京东方推出超高色域MLED背光巨幕电视解决方案 近日，京东方推出110英寸超高色域MLED（Mini LED）背光巨幕电视解决方案，采用基于ADS Pro技术的高端LCD显示面板并与QD量子点背光技术融合，实现DCI-P3 125% 超高色域。 图片来源：京东方 方案通过AM主动式驱动系统，并采用10080颗Mini LED打造5000背光分区的控光体系，实现了 5000nits峰值亮度和800万:1超高对比度，ACR（环境光对比度）超过800+。 据悉，为实现低功耗，研发团队还开发了一系列背光材料，包括MLED灯珠、QD膜以及用于导光 的CPP膜（Core on Prism on Prism，即反射式偏光增亮膜+棱镜层+棱镜层三层结构），实现整机 一级能效比达到10cd/W的水平。 创维推出A4系列Mini LED电 ...