Ngokuchasene nemvelaphi yokhuphiswano oluya lusanda kwimarike yabathengi behlabathi, izixhobo zeTV, njengekhonkco elibalulekileyo kwikhonkco lemizi-mveliso, zijongene nemiceli mngeni emininzi efana nemiqobo yorhwebo eyandisiweyo, ukhuphiswano olulinganayo, kunye nemigangatho yobugcisa ephuculweyo. Phakathi kwabo, jikeleleLCD motherboards,izibane zasemva, kwayeii-LNBs (iibhloko zengxolo ephantsi)zisebenza njengezona zincedisi zikamabonakude ezingundoqo, ezineempawu zemfuno yemarike eyahlukanisiweyo: ubungakanani bemarike yeebhodi zomama ze-LCD zaseTshayina kulindeleke ukuba zifike kwi-6.23 yeebhiliyoni zeeyuan ngo-2025, ubungakanani bemakethi ye-backlight strip bumalunga ne-4.85 yeebhiliyoni zeeyuan, kwaye imakethi ye-LNB ikhula ngesantya se-7.8% eqhutywa kukuthandwa kweTV yesathelayithi. Le seti yedatha ayiqaqambisi nje kuphela amandla emarike acandiweyo kodwa ikwatyhila ukungxamiseka kokuphuculwa kwemizi-mveliso. Eli nqaku liza kuphonononga ukuba amashishini avelisa ezi ntlobo zintathu zezixhobo zeTV anokufikelela kwinkqubela phambili yorhwebo lwangaphandle ukusuka kumacala amane: uhlalutyo lwendlela yokuthengisa, ukwakhiwa kwakhona kwexabiso lemveliso, imodeli yetshaneli entsha, kunye nokwakhiwa kwenkqubo yokuthotyelwa.
I. Uhlalutyo lwentsingiselo: Ukubamba iiMarike eziNtathu ezingundoqo zoKwandiswa
Imakethi ye-TV yelizwe jikelele ibonisa ulwahlulo, kwaye ngokuchanekileyo ukubeka iimarike ezongeziweyo sisiseko sokuqhawuka. Ukusuka kwimbono yengingqi, amazwe asecaleni kwe "Belt kunye neNdlela" abe zezona marike zikhoyo ezinokuvela. Le mimandla inemfuno eyomeleleyo yezincedisi zeaudio-visual ezingabizi kakhulu kwaye zixhomekeke kakhulu kwikhonkco lobonelelo lwaseTshayina ngenxa yokunqongophala kwamandla okuvelisa asekhaya. Xa kuthelekiswa ne-5% -8% yezinga lokukhula kweemarike zemveli zaseYurophu kunye neMelika, umthamo wokungenisa izincedisi zikamabonakude kuMzantsi-mpuma Asia, kuMbindi Mpuma kunye neminye imimandla inomlinganiselo wokukhula wonyaka we-15% -20%. Phakathi kwabo, i-Indonesia, i-Saudi Arabia kunye namanye amazwe abone ukunyuka konyaka-ngonyaka we-32% kwivolumu yokungenisa iadaptha ngo-2024 ngenxa yotyalo-mali lweziseko ezingundoqo kunye nokuphuculwa kokusetyenziswa.
Iimarike ezicandelweyo eziveliswe kukuphindaphindwa kobuchwepheshe nazo zifuna ukuhoywa. Ngokusasazwa kwee-TV ze-4K/8K ultra-high-definition ye-TV (izinga lokungena kwihlabathi lilindeleke ukuba ligqithe kuma-45% ngo-2025), imfuno yeebhodi zomama ze-LCD ezixhasa i-HDR10+ kunye namazinga aphezulu okuhlaziya iye yanda. Ezi mveliso zinokudityaniswa okuphezulu kunye nobuchule bekhompyuter obunamandla, kwaye ixabiso leyunithi yabo linokufikelela kumaxesha angama-2-4 eebhodi zoomama eziqhelekileyo, ezibalelwa kwi-52% yeentengiso kwingingqi yaseYangtze River Delta. Kwintsimi ye-backlight strips, iteknoloji ye-Mini ye-LED ikhawuleza ukutshintshwa kwee-LED zendabuko, kwaye izinga lokungena kwe-Mini LED backlight strips kunye nokukhanya okuphezulu kunye nokusetyenziswa kwamandla aphantsi kwi-TV ephezulu kulindeleke ukuba idlule i-20% ekupheleni konyaka. Iimveliso ze-LNB ziphucula kwi-high-definition kunye nonxibelelwano lweendlela ezimbini, kwaye imfuno ye-LNBs exhasa i-4K yokwamkelwa komqondiso wesathelayithi kwiimarike zaseYurophu naseMbindi Mpuma zinezinga lokukhula lonyaka elingaphezu kwe-15%, ibe yindlela ephambili yokhuphiswano olwahlukileyo.
Iimarike eziqhutywa ngumgaqo-nkqubo zinika amathuba okukhula ngesiquphe. Umgaqo-nkqubo wokurhweba kwezixhobo zasekhaya zaseTshayina uqhube ukukhula kwe-6.8% kwiintengiso zeTV ngo-2024, apho i-37.2% yathengiswa ngeendlela zokurhweba, iqhuba ngokuthe ngqo imfuno yokuxhasa izincedisi. Esi sabelo somgaqo-nkqubo siyanda phesheya: i-EU "i-Carbon Border Adjustment Mechanism" (i-CBAM) inyanzelisa amashishini ukuba aphucule iimveliso eziluhlaza, ngelixa i-US "CHIPS Act kunye neSayensi Act" ibonelela ngenkxaso-mali ye-smart hardware, ukudala amathuba okufikelela kumashishini e-accessory yaseTshayina kunye neenzuzo zobuchwepheshe.
II. UkuPhumelela kweMveliso: Utshintsho ukusuka “kwixabiso lokuSebenza” ukuya “kwixabiso lokusungula izinto ezintsha”
(I) Ukuphuculwa kweTekhnoloji ukuze kwakhiwe i-Moat
Undoqo wokuphelisa ukhuphiswano olufanayo ulele kutshintsho lwetekhnoloji. Imarike yangoku ibonisa iimpawu ze "imodeli esisiseko egcweleyo kunye neemodeli ezingonelanga eziphezulu": kwintsimi yeebhodi ze-motherboard ze-LCD jikelele, umda wenzuzo yeemveliso zokungena kwinqanaba elingaphantsi kwe-6%, ngelixa i-gross profit margin ye-smart motherboards exhasa ukuphuculwa komfanekiso we-AI kunye nokwandiswa kwe-multi-interface kunokufikelela ngaphezu kwe-30%; kwimakethi ye-backlight strip, imichilo ye-LED yemveli ijongene nokhuphiswano lwamaxabiso aqatha, ngelixa ii-Mini ze-LED strips zigcina i-gross profit margin ye-28% -35% ngenxa yemiqobo yobugcisa; kwiimveliso ze-LNB, iimodeli ze-standard-definition zisene-akhawunti ye-60%, kodwa i-high-definition-indlela ezimbini iimodeli zikhula kakhulu. Amashishini kufuneka agxininise kwiindlela ezintathu eziphambili zobuchwepheshe: okokuqala, ukuphucula amacandelo angundoqo - iibhodi ze-LCD zendalo yonke kufuneka zikhawulezise uphuhliso lwezisombululo ezidibanisa ii-chips ze-AI kunye nokuxhasa ukuchazwa kwe-8K, imichilo ye-backlight kufuneka ikhuthaze impumelelo kwi-Mini LED chip teknoloji yokupakisha, kwaye i-LNB kufuneka iphuhlise inkcazo ephezulu yokufumana iimodyuli ezixhasa umgangatho we-DVB; okwesibini, ukudibanisa imisebenzi ekrelekrele - iibhodi zebhodi kufuneka zongeze ulawulo lwelizwi kunye nojongano lonxibelelwano lwesixhobo, imichilo yokukhanya kufuneka iphuhlise uhlengahlengiso lobushushu bombala kunye nemisebenzi elumkileyo yobumnyama, kwaye ii-LNB kufuneka zidibanise iimodyuli zonxibelelwano lwenethiwekhi ukufezekisa ukusebenzisana kwedatha yeendlela ezimbini; okwesithathu, iteknoloji eluhlaza kunye nekhabhoni ephantsi-i-motherboards kufuneka isebenzise iitshiphusi zamandla aphantsi, imichilo yokukhanya kufuneka isebenzise izinto zokupakisha ezihambelana nokusingqongileyo, kwaye ii-LNB kufuneka zikhulise uyilo lwesekethe ukunciphisa ukusetyenziswa kwamandla, ukuze kuhlangatyezwane neemfuno zesatifikethi se-EU CE, i-US ENERGY STAR kunye neminye imigangatho kwangaphambili.
(II) Uyilo lweSisombululo esiSekwe kwiSimo
Ukutshintsha ukusuka kwimveliso enye ukuya kwisisombululo esisekelwe kwimeko sisitshixo sokwandisa ixabiso elongezelelweyo. Yila iipakethe ezilungiselelwe amaqela ahlukeneyo abasebenzisi: qalisa "izisombululo zokuxhasa umatshini opheleleyo" weTV整机abavelisi, ababonelela ngeendibaniselwano zokuthengwa kwe-one-stop yee-motherboards ze-LCD zendalo yonke + ii-backlight strips + LNBs, ezineenkqubo zokuqhuba ezikhethekileyo kunye neenkonzo zokulungisa; ukuphuhlisa "iiphakheji zokuphucula ukugcinwa" kwimarike yolondolozo, kubandakanywa iibhodi ze-motherboard kunye nemicu ekhanyayo yeemodeli ezahlukeneyo kunye nezixhobo zokufakela, ezincanyathiselwe kwiincwadana ezineenkcukacha zokuxilongwa kweempazamo; ukubonelela "izisombululo zokudityaniswa kwenkqubo" kubaqhubi beTV besatellite baphesheya kolwandle, ukudibanisa ii-LNB ezinenkcazo ephezulu, i-signal splitters kunye nezixhobo zokulungisa. Ishishini lasePearl River Delta lisungule “ikhithi yokuphuculwa kweTV ye-4K” (kubandakanywa neebhodi zoomama ezikrelekrele + iMini ye-LED backlight strips), kwaye ngokusebenzisana neempawu zeTV zalapha ekhaya, lizuze ukukhula kwekota-on-quarter ye-95% kumthamo wokuthumela ngaphandle, okubonisa isiphumo esinamandla sokuqhuba ukuthengisa okusekwe kwimeko.
(III) iProjekthi yoPhuculo lweNkqubo yoMgangatho
Isatifikethi sokuthotyelwa siye saba “kukuphumelela” ukufikelela kurhwebo lwangaphandle. Ekupheleni kuka-2024, i-87% yeempawu zeTV eziqhelekileyo ziye zagqiba ukuqinisekiswa kokusingqongileyo, kwaye iimveliso ezincedisayo zibandakanyiwe kulawulo olumanyeneyo. Amashishini kufuneka aseke inkqubo yokulawula umgangatho ogcweleyo: ii-motherboards ze-LCD jikelele kufuneka zidlule i-EU RoHS 3.0 kunye ne-US FCC iziqinisekiso zokuqinisekisa ukuthotyelwa kwee-chips kunye namacandelo e-elektroniki; imichilo yokukhanya ngasemva kufuneka ihambelane nemigangatho ye-EU ERP yokwanelisa amandla ukukhawulela umxholo wemekyuri; Iimveliso ze-LNB kufuneka zidlule i-CE (EU), i-FCC (i-US), i-GCF (i-Global Certification Forum) kunye nezinye iziqinisekiso zokuqinisekisa ukuzinza kolwamkelo lomqondiso kunye nokuhambelana kwe-electromagnetic. Kubaluleke kakhulu ukuqaphela ukuba "Inkunkuma yoMbane kunye ne-Electronic Equipment Directive" entsha ye-EU (WEEE 2.0) iya kuphunyezwa ngo-2026, ifuna izinga lokurisayikilishwa kwemveliso ukunyuka ukuya kuma-85%. Amashishini kufuneka ahlengahlengise uyilo lwemveliso kwangethuba: iibhodi zoomama ze-LCD jikelele zamkela uyilo lwesekethe yemodyuli, imichilo yesibane sangasemva ilungisa ilungiselelo lentsimbi yesibane ukuze kuqhawuke lula, kwaye ii-LNB zenza lula ubume beqokobhe ukuphucula ukusebenziseka kwakhona.
III. I-Channel Innovation: Ukwakha i-Omni-Channel Digital Marketing Network
(I) Ukusebenza Ngokunzulu kwe-Cross-Border E-Commerce
Imodeli yemveli yorhwebo lwangaphandle ikhawulezisa inguqu yayo kwidijithali. Amashishini kufuneka agxininise ekwandiseni "iivenkile ze-brand flagship" kumaqonga afana ne-Amazon kunye ne-eBay, kwaye aqhube imisebenzi eqhutywa yidatha ngokweempawu zeentlobo ezintathu zeemveliso: ii-motherboards ze-LCD jikelele zigxininisa iiparitha zobugcisa ezifana neemodeli ze-chip kunye ne-decoding, kwaye zivelise iividiyo zovavanyo lwe-motherboard ukubonisa ukusebenza; izibane ze-backlight zigxininisa izibonakaliso ezinjengokukhanya, ukusetyenziswa kwamandla kunye nexesha lokuphila, kwaye uqhoboshele iitshathi zokuthelekisa iziphumo ezichanekileyo zofakelo; Ii-LNBs zijolise kumanqaku okuthengisa afana novakalelo lolwamkelo lomqondiso kunye nokuhambelana, kunye nokubonelela ngezikhokelo zokuqhelanisa umqondiso wesathelayithi kwimimandla eyahlukeneyo. Qalisa uluhlu oluhlukeneyo lweendawo ezahlukeneyo: umzekelo, iisayithi zaseYurophu kunye neMelika zigxininisa isatifikethi sobugcisa kunye nokusebenza okuphezulu, ngelixa iindawo zase-Southeast Asia zigxininisa ukuphumelela kweendleko kunye nokugcinwa lula; ukwenza "intengiso yangaphakathi kwendawo + ngaphandle kwendawo ye-KOL" yokuthengisa yonxibelelaniso, kwaye usebenzisane neeblogi zokugcinwa kweTV kunye nee-KOL zokuphonononga nge-elektroniki ukwenza iimvavanyo zokwenyani zemveliso ukwandisa ukuvezwa kophawu. Idatha ibonisa ukuba ngo-2024, umthamo we-oda we-cross-border yee-motherboards ze-LCD ezixhasa ulungelelwaniso lweparameter yobugcisa lonyuke nge-82% unyaka nonyaka, nto leyo ebonisa ukuba ukuthengisa ngokuchanekileyo kunokuqhuba imfuno yabathengi abaziingcali.
(II) UNgenelo lweNdawo kwimijelo eNgasebenzanga
Ukwakhiwa kweetshaneli ezingasebenziyo kwiimarike ezikhulayo kubaluleke kakhulu. Kumazantsi-mpuma e-Asia, sebenzisana namaziko ogcino lukamabonakude asekuhlaleni ukuseka uthungelwano lonikezelo lwamalungu endaweni ye-motherboards ze-LCD jikelele kunye nemicu yokukhanya ngasemva; kwimarike yoMbindi Mpuma, hlala kwiivenkile ze-electronic accessory kwizithili zoshishino ezingundoqo ezifana ne-Dubai Mall, zisete iindawo zamava emveliso ye-LNB, kwaye zibonise iziphumo zokufumana umqondiso we-satellite ephezulu-definition; kwimarike yaseYurophu, misela intsebenziswano ecwangcisiweyo kunye namajelo ekhonkco afana neMedia Markt, kwaye iquke imichilo ye-Mini ye-backlight ye-LED kunye ne-smart LCD motherboards “kwindawo zabo zokuphucula umabonwakude”. Kwiimarike eziphambili, cinga ngokuseta iindawo zokugcina iimpahla zaphesheya ukuze zigcine iibhodi zoomama kunye nemicu ekhanyayo yeemodeli ezisetyenziswa ngokuqhelekileyo ukwenza mfutshane umjikelo wokuhanjiswa kweendawo zokulungisa. Idatha ibonisa ukuba isantya sokuphendula ii-odolo zeengxenye zokugcinwa kwee-odolo ezithunyelwa kwii-warehouses zaphesheya zi-3-5 iintsuku ngokukhawuleza kune-imeyile ethe ngqo, kwaye ukwaneliseka kwabathengi kwanda nge-25%.
(III) UkuXhotyiswa kwe-B2B ye-Cross-Border E-Commerce Platforms
Amaqonga afana ne-Alibaba International Station kunye ne-Made-in-China isezitshaneli ezibalulekileyo zokufumana iiodolo ezininzi. Amashishini kufuneka aphucule ukusebenza kweevenkile zeqonga: avelise iinguqulelo zeelwimi ezininzi zeenkcukacha zobugcisa, iingxelo zesatifikethi kunye neencwadana zokufakela iintlobo ezintathu zeemveliso, ii-motherboards ze-LCD jikelele zigxininisa idatha yokuvavanya ukuhambelana, imichilo ye-backlight incamathisela iingxelo zokuvavanya ubomi, kunye ne-LNBs zibonelela ngezikimu zokulungelelanisa kwiibhendi ezahlukeneyo zesathelayithi; bonisa imigca yemveliso ye-motherboard ye-SMT, iindibano zocweyo zokudityaniswa kwemichilo ekhanyayo kunye neelebhu zokulungisa i-LNB ngendawo “yokhenketho lwasefektri ephilayo” ukomeleza intembeko yomthengi; thatha inxaxheba “kwizincedisi zombane zabathengi imiboniso ekhethekileyo” ebanjwe liqonga lokutyhala iimveliso kwiTV整机abavelisi, ababoneleli ngeenkonzo zogcino kunye nabaqhubi beTV ngesathelayithi. Kubathengi abaphambili abanomthamo wokuthenga wonyaka ongaphezulu kwesigidi seedola zaseMelika, babonelele ngeenkonzo ezilungelelanisiweyo, ezinje ngokwenziwa ngokwezifiso kwelogo kwiibhodi zomama ze-LCD jikelele, ukwenziwa kobushushu bombala kwimicu yokukhanya ngasemva, kunye nokwenza ngokwezifiso ibhendi ye-LNBs, ukuseka ubudlelwane bentsebenziswano bexesha elide kunye nozinzo.
IV. Isiqinisekiso sokuThotyelwa: Ukuseka iNkqubo yoThintelo loMngcipheko kunye noLawulo lweHlabathi
(I) Ukubek'esweni okuNjabileyo kweMigaqo-nkqubo yoRhwebo
Ukungaqiniseki ngobume borhwebo lwehlabathi kunyukile, kwaye amashishini kufuneka aseke umgaqo-nkqubo wokubeka iliso. Gxininisa kwimigaqo-nkqubo yokunciphisa irhafu yamazwe angamalungu e-RCEP, kwaye usebenzise umgaqo wokuqokelela wengingqi ukunciphisa umthwalo werhafu wezinto zombane ezifana neebhodi zomama ze-LCD kunye nemicu yokukhanya ngasemva; ulandelele uphando oluchasene nokulahlwa kwenkunkuma kunye ne-countervailing kwiimveliso ze-elektroniki zaseTshayina yiYurophu ne-United States, kwaye wenze ubalo lweendleko kunye nohlengahlengiso lwesicwangciso samaxabiso kwiimveliso ze-LNB kwangaphambili; nika ingqalelo kuhlaziyo lwemigaqo yobugcisa kumazwe ahlukeneyo, njengoluhlu olutsha lwezinto ezinobungozi ezithintelweyo kumacandelo e-elektroniki phantsi kommiselo we-EU REACH kunye neemfuno ezintsha zokonelisa amandla kwizincedisi zikamabonakude yi-US FDA. Kucetyiswa ukuba kusekwe iqela elizinikeleyo lokuthotyelwa okanye ukusebenzisana namaziko achubekileyo okubonisana ukuqinisekisa ukuba ezi ntlobo zintathu zeemveliso ziyahlangabezana nazo zonke iimfuno zofikelelo kwimarike ekujoliswe kuyo, ngakumbi ilayisenisi yokusetyenziswa kwamaza kanomathotholo ebandakanyeka kwiimveliso ze-LNB.
(II) Ulwakhiwo loLwakhiwo lokuZibonela ngeNyathelo
Iingxwabangxwaba ze Geopolitical kunye nobhubhane oluphindaphindiweyo lugxininisa ukubaluleka kokuzinza kwikhonkco lokubonelela. Amashishini anokwamkela “i-China + 1″ uyilo lwemveliso, ukuseta iifektri ze-SMT zokuvala ii-motherboards ze-LCD jikelele kunye neefektri zendibano zokukhanya ngasemva kumazwe akuMzantsi-mpuma we-Asia anjengeVietnam neMalaysia ukunciphisa umngcipheko wendawo enye yemveliso; tyikitye izivumelwano zentsebenziswano zexesha elide kunye nababoneleli be-chip abaphambili (abanje ngeMediaTek kunye neMStarad) kunye nomvelisi we-LED we-Optock ye-LED amaxabiso ezinto ezingundoqo ze-LCD motherboards kunye ne-backlight strips, ukuseka indlela yokusabela kaxakeka yonikezelo, kunye nokuqulunqa ezinye izicwangciso zababoneleli ngeengxaki ezifana nokunqongophala kwee-high-frequency head chips ezifunekayo kwiimveliso ze-LNB. Uzinzo lweebhodi zomama ze-LCD zezona ziphuculwe kakhulu.
(III) ISicwangciso soKhuseleko lwePropati yoBukrelekrele
Iingxwabangxwaba ngobume bobukrelekrele ziye zaba ngomnye wemingcipheko emikhulu yorhwebo lwangaphandleamashishini. Amashishini kufuneka omeleze ukhuseleko lwelungelo elilodwa lomenzi wechiza kwiziphumo ezizimeleyo ze-R&D, kwaye aqhube uyilo lwepatent kuyilo lwesekethe yeebhodi zomama ze-LCD jikelele, ubume bokutshatyalaliswa kobushushu bemigca yesibane esingasemva, kunye nesekethe yokukhulisa umqondiso weLNBs kwiimarike ezinkulu zokuthumela ngaphandle; kuphephe ukunyhasha amalungelo obunini bomgangatho wokuqonda wabanye, kwaye wenze uphando olubanzi lwezisombululo zobugcisa kunye noyilo lwenkangeleko yeentlobo ezintathu zeemveliso, ngakumbi i-algorithm ye-decoding ebandakanyeka kwii-motherboards ze-LCD jikelele kunye ne-modulation kunye ne-demodulation technology ye-LNBs; ukusebenzisana neefemu zobugqwetha ukuseka indlela yokulumkisa kumngcipheko wepropathi enomgangatho ophezulu wokuqonda ukuphendula ngokukhawuleza kwimeko yesimangalo. Kwimicu yokukhanya ngasemva kunye neemveliso ze-LNB ezinoyilo lwenkangeleko eyodwa, amalungelo awodwa omenzi wechiza anokubhaliswa kwiimarike ezifana ne-EU kunye ne-US ukunyusa ukhuseleko olusemthethweni lweemveliso.
Ixesha lokuposa: Oct-31-2025
