日经中文网 . 编制日经指数的《日本经济新闻》的中文版。提供日本、中国、欧美财经金融信息、商务、企业、高科技报道、评论和专栏。 东京的家电量贩店里REGZA、BRAVIATM、Viera等品牌的电视机被摆放在显眼位置，看似日系品牌大展拳脚，但从资本构成来看，"中国 系"将提高至6成。曾席卷全球的"家电王者"——日本企业的撤退显示出转换业务模式的必要性…… 来源｜ 日经中文网（ID：rijingzhongwenwang） 以下文章来源于日经中文网 ，作者日经中文网 在世界电视市场上，日本企业的身影也很薄弱。英国调查公司欧睿国际的数据显示，2025年的首位是韩国三星电子。包括LG电 子、海信和TCL在内，4家企业掌握了全球市场份额的一半以上。 在索尼的电视业务剥离后，日本企业中走独立路线的大型企业只剩下松下控股一家。松下控股也在2025年2月把电视列为课题业 务，讨论过出售或撤出。此后，10月针对与合作伙伴的合作等表示，"摆脱课题业务有了眉目"。 松下把低价位产品委托给TCL生产，仅自主生产高端产品。早稻田大学商学院的教授长内厚指出，"由于数量少，难以确保足够的 研发费用，今后将被卷入合纵连横"。 封面来源 ｜ ...

新春将至，年味渐浓，在广州市黄埔区的土地上，却是一片建设热土热火朝天。 在TCL华星第8.6代印刷OLED生产线（以下简称"T8项目"）施工现场，人们能看到塔吊林立、人车分 流，一座现代化的高端显示智造厂房正拔地而起。 华星T8项目每月可加工约2.25万片2290mm×2620mm玻璃基板，产品聚焦显示器、笔记本电脑显示屏及 平板显示屏等核心应用领域。项目于去年10月正式开工建设，12月启动主体工程建设。目前，主体建设 已完成40%，设备选型等前期工作紧锣密鼓地开展。 作为广州市重点工业项目，总投资约295亿元的T8项目自开建以来，屡屡刷新建设速度，多项工程节点 大幅提前，成为粤港澳大湾区产业建设的一道亮眼风景，也代表着广东万亿级超高清视频产业集群的新 面貌。 从一块屏到一条世界级产线，T8项目建成后，将全面打破高世代OLED的单一技术路线局面，推动行业 从蒸镀主导，向印刷与蒸镀并行转变，重塑全球中尺寸OLED市场的竞争态势，推动行业产能与成本优 势向中国转移。 世界级产线加速建设背后 走进T8项目施工现场，规整的施工道路和有序的材料堆场映入眼帘，运输车辆往来穿梭却丝毫不显杂 乱。在这个打造高端印刷OLED生 ...

Core Insights - In 2024, China's home appliance export value is expected to exceed $100 billion for the first time, with an annual growth rate significantly higher than the global average, indicating strong growth momentum [1] - Approximately 20% of the brands listed in the 2025 Meet Brands report are from the home appliance category, reflecting a 6 percentage point increase from the previous year, highlighting the category's continued expansion in the overseas market [3] Industry Trends - The home appliance category is transitioning from a phase of "category expansion" to a refined competition stage focused on scenario understanding and product systems [5] - AI technology is becoming a key support for the home appliance category's overseas expansion, with products increasingly capable of autonomous environmental understanding and decision-making [6][7] - Home security management is becoming a new necessity for overseas households, with smart security appliances transitioning from optional to standard [11][12] Brand Development - Brands in the home appliance sector are moving towards a dual-driven model of software and hardware, focusing on a comprehensive evaluation of product performance rather than just hardware functionality [5] - The development focus for brands has shifted from single camera products to a more segmented approach that addresses various spaces and usage scenarios within the home [12][16] Marketing Challenges - New brands face challenges in building trust and educating users, as home appliances are durable goods that require consumer confidence before purchase [19] - The fragmented nature of media channels complicates customer acquisition, as consumers often need to compare and validate information across multiple platforms [20] - Many brands experience a disconnect between traffic acquisition and conversion due to mismatched content and presentation styles on their websites [21] Case Study - BeyondClick has successfully assisted TCL in optimizing its marketing strategy for the Black Friday shopping season in Spain, focusing on a multi-channel approach to enhance conversion efficiency [22][24]

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月13日，800现金流ETF汇添富（563680）开盘跌1.42%，报1.317元。800现金流ETF汇添富（563680） 重仓股方面，中国海油开盘跌2.93%，上汽集团跌0.14%，格力电器涨0.00%，中远海控涨0.00%，牧原 股份涨0.00%，中国铝业跌1.82%，TCL科技跌0.22%，宝钢股份跌0.28%，长城汽车涨0.05%，正泰电器 跌1.04%。 800现金流ETF汇添富（563680）业绩比较基准为中证800自由现金流指数收益率，管理人为汇添富基金 管理股份有限公司，基金经理为何丽竹，成立（2025-04-30）以来回报为33.50%，近一个月回报为 5.17%。 来源：新浪基金∞工作室 ...

家电巨头"扎堆"去泰国建厂，实际上背靠国产家电在泰国的强势市场地位。海尔已经连续四年 稳坐泰国空调"榜一"之位，美的的冰箱和微波炉在泰国是数一数二的存在，TCL已是泰国电视 市占率的第二大品牌。 以前泰国人的生活，基本是被日韩品牌填满的，但现在他们反而越来越离不开中国家电，以前 许多人以为"性价比"就是家电出海的最大利器，但在泰国实地调研、对话家电行业的工厂、销 售端负责人之后，会发现国产家电的核心竞争力有着丰富的维度：它是更具科技感也更懂本地 需求的产品设计，能让一台洗衣机在泰国卖出8万泰铢（约合1.8万人民币）的高单价；它是依 靠供应链和数字工厂高效运转带来的成本管理优势；它是细致到考究产品标语如何贴、TikTok 短视频转化率的极致营销方法论…… 记者丨赖镇桃 编辑丨和佳 这几年，中国家电企业纷纷在泰国落点"最大"工厂。 2025年7月，海信集团海外最大生产基地——泰国HHA智能制造工业园奠基仪式举行。去年9 月，海尔泰国春武里空调工业园正式投产，这是中国品牌在东南亚地区规模最大的空调制造基 地。去年10月，TCL旗下的奥马冰箱得到泰国投资促进委员会（BOI）的批准在泰国建生产基 地，还有2022年已正 ...

当天，由奥林匹克全球合作伙伴蒙牛主办、中国奥委会指导的第二届"中国之夜"活动在米兰举办。活动 以"中国之夜、五环之光"为主题，旨在凝聚中国体育文化力量，弘扬奥林匹克精神，促进国际文明交流 互鉴。 两天前（2月5日），"中国之家"举办"李宁之夜"特别活动，并正式开启李宁主题特展，以"中国荣耀、 科技体育、守护中国文化、时尚体育、绿色体育"五大主题，全方位展示中国体育在尖端运动科技、东 方美学设计与环保实践等方面的实力，共同向世界传递中国体育的突破精神、创新实力以及全新风貌。 李宁、蒙牛相继"闪耀""中国之家"的背后，是中国企业和中国品牌在冬奥会另一个赛场——奥运会商业 赛场角逐的缩影。奥运会不仅是体育的赛场，也是商业的竞技场。2026年米兰冬奥会的聚光灯下，从奥 林匹克全球合作伙伴到国家奥委会官方合作伙伴，从冰雪体育装备到中国屏幕，中国企业和品牌凭借过 硬的产品品质与前沿的核心技术，赢得主办方、运动员及国际社会的广泛认可，再次擦亮了"中国制 造"的金字招牌。 追逐金牌 激情冰雪 逐梦冬奥 中国品牌闪耀米兰冬奥会 □ 本报记者 徐建华 2月7日晚，意大利米兰，华灯初上。中国奥委会米兰"中国之家"，灯光璀璨、群英荟 ...

Group 1 - The semiconductor display industry is experiencing a tightening supply of large-size TV panels, with major manufacturers initiating maintenance during the Spring Festival, which is expected to further drive up TV panel prices in late February [1] - Since December, large-size LCD panel prices have been recovering strongly, with prices for 32-86 inch TV panels increasing by $2 to $4 as of the end of January [1] - Manufacturers are expected to collectively halt production for 5 to 7 days during the Spring Festival, with BOE predicting that this will accelerate the price increase of TV panels in February [1] Group 2 - Strong demand from terminal manufacturers and tight production capacity are creating favorable conditions for the continuous increase in both volume and price of TV panels, with industry analysts expressing confidence in the performance of TV panels in Q1 [2] - Chinese TV brands like TCL and BOE are expected to be the main beneficiaries of the upcoming price uptrend, with TCL's global TV shipments increasing by 22% year-on-year in November, capturing a 16% market share [2] - The rapid rise of domestic Chinese TV brands, particularly in the high-end market, is expected to provide structural growth advantages for leading LCD panel manufacturers like TCL, enhancing their shipment expectations for high-end large-size TV panels [3]

Group 1 - JD has signed a strategic cooperation agreement with Midea, Haier, Hisense, and TCL, aiming for a total sales target of 180 billion yuan across online and offline channels by 2026 [1][2] - The agreement emphasizes a customer-first approach, focusing on service experience upgrades, product co-creation, channel expansion, and marketing collaboration [1][2] - The partnership aims to drive sales growth in various categories, including televisions, air conditioners, refrigerators, washing machines, range hoods, water heaters, and small home appliances [1][2]

Core Insights - JD.com has signed a strategic cooperation agreement with Midea, Haier, Hisense, and TCL for the year 2026, aiming to achieve a total sales target of 180 billion yuan through JD's online and offline channels [1] Group 1 - The strategic partnership involves multiple leading home appliance companies, indicating a collaborative approach to enhance market presence [1] - The sales target of 180 billion yuan reflects a significant commitment to expanding the reach and effectiveness of the involved brands within JD.com's ecosystem [1]

Group 1 - The core point of the article highlights the performance of the Basic Fundamental 120 ETF managed by Harvest Fund Management, which opened at 2.504 yuan with a slight increase of 0.08% [1] - The ETF's performance benchmark is the Shenzhen Basic Fundamental 120 Index, and it has achieved a return of 150.22% since its inception on August 1, 2011, with a recent one-month return of 1.30% [1] Group 2 - Major holdings in the ETF include companies such as CATL, which increased by 0.54%, and Midea Group, which decreased by 0.29% [1] - Other notable stock performances include Gree Electric Appliances down by 0.21%, BOE Technology Group unchanged, Ping An Bank unchanged, Luxshare Precision up by 0.22%, Vanke A up by 0.82%, TCL Technology down by 0.21%, Wuliangye down by 0.13%, and Weichai Power up by 1.62% [1]