海信视像(600060) - 海信视像关于接待投资者调研情况的公告
Hisense V.T.Hisense V.T.(SH:600060)2022-03-21 07:58

Group 1: Laser Display Product Layout and Launch Plans - The company’s laser display products cover both terminal machines and upstream core components, including home displays (laser TVs, laser cinemas, portable smart projectors) and commercial displays (laser projectors, conference display equipment, educational display devices) [3] - The launch plan includes releasing new laser TV models in late March to April 2022, with a focus on reducing the main unit size and lowering entry prices [3] - The first pure three-color laser high-quality 4K portable smart projector is expected to be launched in 2022, targeting the young demographic [3] Group 2: Market Share and High-End Development - As of March 13, 2022, the company’s brands (Hisense, Vidda, and Toshiba) achieved a sales revenue market share of 24.38%, an increase of 4 percentage points year-on-year [4] - The Hisense brand's market share in the high-end segment reached 32.43% from February 28 to March 13, 2022, marking a 9.6 percentage point increase year-on-year [4] Group 3: Measures to Enhance Smart Display Terminal Industry - The profitability of the smart display terminal industry improved in Q4 2021 due to the implementation of advanced manufacturing strategies and optimization of product structure and marketing systems [5] - The company plans to continue enhancing industry quality through advanced manufacturing and efficiency improvement measures in Q1 2022 [5] Group 4: Chip Products and Market Strategy - The company’s chip products include display chips and AIoT smart appliance chips, with a significant portion of revenue coming from external sales [6] - The first self-developed 8K AI quality chip was launched at the end of 2021 and is now in production, applicable to various display devices [6] Group 5: Response to Market Uncertainties - The company maintains a global market layout and a diversified development strategy to enhance risk resistance amid uncertainties in overseas markets [6] - Plans for 2022 include leveraging sponsorship of the 2022 World Cup for brand promotion, expanding into high-growth regions like Asia-Pacific, and enhancing overseas production efficiency [6]