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China Galaxy Securities: Retail continues to benefit from national subsidies and actively lays out AI + Consumer.
It is recommended to focus on robust home appliance leaders with global competitiveness that benefit from domestic subsidies, as well as companies that benefit from AI+ technology applications.
Hisense Visual Technology has reached a Global Strategy cooperation with XREAL, and the first product will be launched in the second half of this year.
On February 25, 2025, leading display industry company Hisense Visual Technology (600060.SH) announced a deep strategic cooperation with AR leader XREAL. The two parties will collaborate on technology, ecological co-construction, and global market expansion in the field of AR/AI glasses. This cooperation marks a new stage in the cross-border integration of display technology and spatial computing, which is expected to accelerate the penetration rate of consumer-grade AR devices and reshape the competitive landscape of the Global XR industry. In the wave of Technology, the consumer-grade AR (augmented reality) market is gradually becoming a new growth point, especially the combination of AI and AR is seen as the next potential development in the Consumer Electronics market.
Hisense Visual Technology (600060.SH): Hisense Communications has increased its shareholding by 1%.
Gelonghui reported on February 24 that Hisense Visual Technology (600060.SH) announced that as of February 21, 2025, Hisense Communications has cumulatively increased its shareholding in the company by 13,054,001 shares through the centralized bidding system of the Shanghai Exchange (including the first increase of 4,257,200 shares on August 28, 2024), accounting for 1.00% of the company's total share capital, reaching the lower limit of this shareholding increase plan, and the implementation of this shareholding increase plan has been completed.
At CN¥22.75, Is It Time To Put Hisense Visual Technology Co., Ltd. (SHSE:600060) On Your Watch List?
Hisense Laser TV Maintains Global No.1 Position for Six Years
Guotou Securities: How to understand the overseas growth potential of black electronics?
In recent years, leading Chinese television companies like Hisense and TCL have continuously increased their market share overseas, while South Korean companies have seen a decline in their share.
