In recent years, the frequency of color TV product replacements has accelerated. With the popularization of smart terminals, the intelligentization of color TVs has also become just a requirement in the market, and smart TVs have emerged. As a result, the domestic TV market has undergone tremendous changes. Smart TVs are becoming domestic color TV companies. Strong engine for future growth.
In the past year, the rise of smart TVs and even the entire smart industry chain has caused TV companies to increase their share prices. Credits such as Hisense, Konka, TCL, Skyworth, Changhong and even LeTV have all shown upward trend.
The strong rise in the stock market of Black Power was mainly attributable to the recovery of sales and unexpectedly higher than expected. Smart TVs serve as platform entrances for content, data, and circulation. The potential for liquidation and data mining is of great value. Its content includes many popular applications such as video, games, education, and social networking.
After the popularity and penetration of smart TVs in recent years, it has become a new star in the entire color TV industry. TV companies that have actively transformed themselves have formed a certain scale in the field of smart TVs.
Smart TV Investment Continues to Optimize
Toshiba recently announced that it will gradually stop developing and selling TVs for overseas markets. Coincidentally, Panasonic has just finished its TV production in China. With Japanese and European giants gradually reducing color TV business, color TV industry has gradually become the trend of Chinese and South Korean companies.
The logic of investment in the theme of smart TV continues to deepen, and the value of users will be reflected in the market value. A shares of Hisense Electric 6000060, TCL Group 000100 led the gains. The logic of the A-share smart TV theme investment is gaining recognition in the H-share market. At the current stage, the market value of TCL Multimedia 01070 and Skyworth Digital 00751 add up to 65% of the market value of A shares of Hisense Electric. The value of smart TV users is still insufficient. The A-share TCL Group is more than just a pure color TV company. It already has more catalysts in the distribution of smart TVs including the content.
At present, the demand in traditional European and American markets is stable. Emerging markets have become the focus of competition for China's color TV companies in the next two years, and ultra-high cost-effective smart TVs have become a major highlight of China's color TV exports.
Some analysts believe that China's color TV manufacturing industry will gain more advantages in overseas competition in 2015, thanks to the additive effect of many factors such as devaluation of the RMB. For the deep optimization of China's color TV industry usher in a new opportunity.
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