2025年6月26日，一场有关电子纸生态的大会——中国电子纸生态暨产业融合创新发展论坛在中关村国 家自主创新示范区展示中心召开。?现场，汉王科技（002362）以电子阅读器"领跑者"身份牵头制定 《质量分级及"领跑者"评价要求电子纸阅读器》标准编制工作启动，这标志着国产品牌正在实现从"跟 随者"向"规则制定者"的行业地位转换，重新定义中国电纸书行业格局。 创新定义未来 从小众跃迁第三大主流终端 记者在现场注意到，可以容纳数百人的会场座无虚席，还有很多人围站在后排旁听，不时拿出手机对着 演讲人的PPT拍照。 这似乎是中国电子纸产业日趋红火的一个侧面映照，但两年前的情况却大不相同。2023年6月30日， Kindle宣布退出中国市场，中国电子纸市场陷入阵痛期。洛图科技（RUNTO）数据显示，同年国内电 纸书线上市场的销量规模应声下降12.9%。 不仅是外界对中国电纸书市场前景心存疑虑，行业内部也略显焦虑。但这样的顾虑并没有持续太久，仅 用一年时间，中国品牌就迅速填补了Kindle的空白。以汉王科技为代表的国产品牌强势崛起，凭借技 术、产品与生态的持续升级突破，成为近年来增长最快的国产电纸书品牌。 而在应用场景上， ...

Kindle退出中国两年后，电纸书不仅没"凉"，反而卖得更火了！6月26日，洛图科技公布的《电子纸显 示技术主要应用终端发展趋势报告2025》主题报告显示，2024年中国电子纸平板销量暴涨近50%，突破 183万台。曾经被戏称为泡面盖子的电纸书，如今已升级为集阅读、办公、娱乐于一体的生产力工具。 Kindle之所以退出中国市场，据洛图科技的分析，是因为电纸书市场的国内外分化现象比较明显，欧美 等发达国家人群具有较好的阅读习惯，年人均阅读量长期处于较高的水平，远高于中国，因此短期来 看，阅读器的主要市场仍在海外。 除此之外，汉王科技董事、副总裁刘秋童表示，虽然Kindle构建了一个令人羡慕的端到端全产业链生 态，但过于封闭和缺乏活力。因此，国产厂商力图破除封闭系统壁垒，构建聚合型开放系统平台。以汉 王电纸书为例，其整合京东读书、微信读书、龙源网等电子书刊平台，晋江、起点、纵横、17K等网文 阅读资源，同时采用安卓系统开放优质系统安装，也接入DeepSeek等大模型应用，让电纸书适合更多 人和更多场景。 而中国电纸书市场能够持续增长，与数字化阅读和无纸化办公的普及、环保理念的深入有很大关系。工 业和信息化部、财政 ...

本报讯 （记者郭冀川）6月26日首届中国电子纸生态暨产业融合创新发展论坛在京召开，本届论坛由中 国电子视像行业协会和中关村科学城管理委员会指导，北京洛数合图科技有限公司（以下简称"洛图科 技"）主办，汉王科技（002362）股份有限公司（以下简称"汉王科技"）承办，电子纸产业促进会、北 京中关村科学城创新发展有限公司协办。论坛吸引了电子纸产业上下游生态企业、合作伙伴和用户代表 出席并发表主题演讲，共同探讨电子纸行业技术、生态融合与市场发展趋势和目标。 汉王科技董事长刘迎建在致辞中表示，2023年，Kindle（亚马逊Amazon设计和销售的电子阅读器）的 退出虽然带来了行业短暂的阵痛，但也激发了国产电纸书品牌的自主创新动能，国产电纸书厂商百花齐 放，围绕电纸书的技术、配置、生态开展了激烈竞争，让中国电纸书市场持续焕发活力。目前，中国电 纸书的行业格局正从"替代"走向"引领"。 在洛图科技《电子纸显示技术主要应用终端发展趋势报告2025》的主题报告中，公布了最新的"全球电 子纸产业链及应用终端市场跟踪报告"数据，2024年，中国电子纸平板全渠道销量达到183.4万台，同比 增长49.1%。 汉王科技副总裁王杰演 ...

Core Insights - Hanwang Technology has achieved remarkable growth in the e-paper book market, driven by a "technology + ecosystem" strategy, with a compound annual growth rate of 174% from 2022 to 2024, outperforming global trends [1] - The company has successfully captured market share by expanding beyond traditional reading scenarios into office and education sectors, leading to significant sales during promotional events [1][2] - The e-paper book market is projected to reach a scale of $100 billion by 2035, with Hanwang positioning itself strategically through industry standards and partnerships to enhance its competitive edge [3] Market Strategy - Hanwang's market strategy has shifted from "stock competition" to "incremental creation," focusing on new market segments and innovative product offerings [1] - The company has integrated various e-book platforms and applications, enhancing the usability of its e-paper books and catering to a broader audience [2] Industry Outlook - The e-paper book market is expected to grow significantly, with predictions of over 100 million units sold by 2035, driven by ecosystem collaboration and cost control [3] - Hanwang's proactive approach in setting industry standards and collaborating with upstream partners is aimed at establishing competitive barriers and controlling supply chain costs [3] - The integration of e-paper technology in sectors like government and education is anticipated to unlock further commercial value [3]

值得注意的是，2023年，Kindle的退出带来了行业短暂的阵痛。汉王科技（002362）董事长刘迎建介 绍，彼时，数字出版在国内已经养成了习惯，业界一度担心如何能够对接上，但从现在来看，是激发了 国产电纸书品牌的自主创新动能。"阅文、京东、当当等诸多平台崛起，终端方面，汉王、文石、掌 阅、科大讯飞（002230）四家竞争得热火朝天。除了阅读之外，业界最近几年还发现了更重要的市场， 就是学习和办公。生态上，产业非常丰富和圆满。" 分发展阶段来看，汉王科技副总裁王杰认为，电纸书成为主流终端将经历三个发展时期：导入期、高速 发展期和普及期。目前电纸书发展处于导入期，各项能力正初步萌芽。电纸书跨入高速发展期，面临的 首要问题是屏幕、芯片、多模态交互、平台和生态协同发展的问题，高速发展期有望年出货量过1亿 台。而在普及期电纸书终端均价有望降低至千元以内，年出货量破10亿台，跃迁至千亿美金市场。 着眼未来，京东电教品类负责人李扬观察到了五大行业趋势，一是教育本引领增长，阅读器维稳上扬， 办公本增速放缓；二是彩色墨水屏渗透率翻三倍，但用户体验仍有待提升，体验问题导致彩色墨水屏普 及受阻，包括刷新慢、不清晰、续航下降、价格 ...

Core Insights - The rapid rise of artificial intelligence (AI) is significantly reshaping the 3C digital market, with AI-enabled products achieving remarkable growth during the 618 shopping festival [1] - JD.com has leveraged the AI trend, leading the industry with over 50% year-on-year growth in 3C digital product sales, capturing 52% of the overall market share since May 13 [1] - A survey indicates that more than half of respondents are interested in AI features, with significant interest in AI smartphones, smartwatches, and robots [1] Group 1: Market Performance - JD.com has become the primary platform for purchasing AI products, significantly outpacing competitors like Taobao/Tmall and Pinduoduo [6] - The company has effectively identified and catered to changing consumer demands, focusing on nine key AI digital product categories [6] - During the 618 promotion, JD.com led in both market share and user recognition for AI digital products [9] Group 2: Consumer Trends - The primary reason for consumers purchasing AI digital products is the novelty of technology, although practical functionality remains a decisive factor [2] - In computer products, the top five AI features of interest include AI image/video processing and AI office software, while in mobile products, AI translation and AI voice assistants are most sought after [2] - For e-readers, the most desired AI features include handwriting recognition and multilingual translation, while in smart wearables, health monitoring is the top concern [5]