（文章来源：证券日报） 证券日报网讯 11月27日，海信视像在互动平台回答投资者提问时表示，在AI显示布局方面，公司已围 绕"端-云-芯"一体化架构，提升多模态交互能力，并牵头制定《智能家居场景下多模态大模型技术要 求》IEEE国际标准，实现从技术输出到标准引领的跨越。此外，公司通过供应链协同开发支持智能场 景感知的AI智能耳机及轻量化AI眼镜，正式切入智能穿戴新赛道，为用户提供下一代智能穿戴体验。 ...

格隆汇11月27日丨海信视像(600060.SH)在互动平台表示，公司积极布局智能穿戴领域，持续推进AI智 能耳机、轻量化AI眼镜等智能终端产品的研发与落地，2025年10月，公司已正式发布Vidda G11智能眼 镜产品。未来，公司将继续聚焦用户需求，推动智能终端产品的技术迭代与场景拓展。 ...

Core Insights - The financial reports of 64 listed companies in Qingdao show overall stable performance, with 40 companies achieving revenue growth and 29 companies achieving both revenue and net profit growth in the first half of the year [1][15] - Haier Smart Home leads in both revenue and profit among Qingdao listed companies, reporting revenue of 156.49 billion yuan and net profit of 12.03 billion yuan [1][9] - Emerging industries such as new-generation information technology and artificial intelligence are highlighted as key growth areas, supported by policies like "old-for-new" [3][20] Industry Performance - New-generation information technology and artificial intelligence are prioritized industries in Qingdao, with companies like Hisense achieving revenue of 27.23 billion yuan, a 6.95% increase, and net profit of 1.06 billion yuan, a 26.63% increase [3][16] - The logistics sector shows strong performance, with companies like LeCang Logistics achieving a revenue increase of 20% and a net profit increase of 898.4% [13][12] - The automotive market continues to thrive, with companies like Sanxiang Technology reporting revenue of 5.29 billion yuan, a 22.3% increase, and net profit of 0.39 billion yuan, an 88.9% increase [6][20] Emerging Industries - 36 out of 64 listed companies are involved in emerging industries such as smart connected new energy vehicles, green energy, and intelligent equipment, accounting for over 56% of the total [20] - In the green energy sector, companies like Teruid achieve revenue of 6.255 billion yuan, a 16.72% increase, and net profit of 0.327 billion yuan, a 69.32% increase [7][21] Advantageous Industries - The three main advantageous industries in Qingdao are smart home appliances, high-end chemicals and new materials, and modern light industry, which show strong resilience and stability [8][22] - The smart home appliance sector benefits from the "old-for-new" policy, with Haier Smart Home's overseas business growing significantly in regions like South Asia and the Middle East [9][22] Service Sector - The service sector contributes nearly 60% to Qingdao's economic growth, with financial and logistics industries maintaining growth, while the retail sector undergoes significant adjustments [12][13] - Qingdao Bank reports a net profit of 3.152 billion yuan, a 16.25% increase, reflecting stable growth in a complex market environment [12][13]

Core Viewpoint - Hisense Visual Technology Co., Ltd. reported a revenue of 27.231 billion yuan for the first half of 2025, marking a year-on-year increase of 6.95%, and a net profit attributable to shareholders of 1.056 billion yuan, up 26.63% year-on-year [2] Financial Performance - The company achieved a revenue of 27.231 billion yuan, reflecting a 6.95% increase compared to the previous year [2] - The net profit attributable to shareholders reached 1.056 billion yuan, representing a 26.63% year-on-year growth [2] - The gross profit margin improved by 1.4 percentage points to 16.8% in the second quarter [4] Shareholder Activity - The top ten circulating shareholders of the company changed, with the Southern CSI 500 ETF entering the top ten, and the National Social Security Fund 103 combination increasing its holdings by 11.89% compared to the previous quarter [2] - The National Social Security Fund 103 combination has been continuously increasing its holdings since the first quarter of 2024, now holding 29.09 million shares [2] Market Position and Growth - Hisense's global TV shipment market share increased from 5.9% in 2017 to 14.0% in the first half of 2025, making it the fastest-growing brand among the top 10 in the global TV market [3] - In the domestic market, Hisense holds a retail market share of 30.0% in revenue and 25.7% in volume, maintaining the leading position [4] Business Development - The company is focusing on high-end product development, with significant advancements in smart display terminals, laser display, commercial display, and AI+AR new businesses [3] - New display businesses generated a revenue of 3.43 billion yuan, showing a year-on-year growth of 7.4% [4] - The company is expanding its global presence through sponsorship of major events like the FIFA Club World Cup and increasing brand marketing efforts [3][4] Analyst Ratings - Over 20 mainstream brokerage firms have issued reports with a "bullish" rating for Hisense, highlighting the company's long-term investment value due to its product structure upgrades and global capacity layout [4][5] - Analysts from Guotai Haitong Securities and Huatai Securities noted the company's strong performance in high-end product segments and the potential for growth in new display technologies [3][5]