海信电器为何更名“海信视像”?

海信电器方面认为,从“海信电器”到“海信视像”,某种程度上其实也代表着中国制造业尤其是中国电视企业对未来成长和转型上的一种探索与突破。

海信电器为何更名“海信视像”?

【蓝科技讯】12月2日,海信电器(600060)发布公告,公司名称由“青岛海信电器股份有限公司”拟变更为“海信视像科技股份有限公司”,公司英文名称由“Qingdao Hisense Electronics Co., Ltd.”变更为“Hisense Visual Technology Co., Ltd.”,公司证券简称由“海信电器”变更为“海信视像”。

改变并非一天发生

海信电器在公告中表示:公司早已从单一的电视产品制造企业逐渐发展成为集视像技术研发应用,全场景云平台运营为一体的综合解决方案提供商。未来公司将以“视像无处不在、应用无处不在、客户无处不在、关爱无处不在”为导向,构建视像行业领先的产业集群。为更好的反映公司主营业务和战略定位,以及满足本公司品牌管理与品牌发展需要,拟变更公司全称和证券简称。

正如海信电器在2018年年报中所言:公司通过推动产业链的延伸和营销渠道的拓展,实现由“电视企业”向“显示企业”转变。也就是说,相比公司内核的巨大转变,“海信电器”实际上已经是一个“旧瓶装新酒”的存在,今天,海信电器找到了那个更新更大的瓶子——海信视像。

由此观之,从“电器”到“视像科技”,名字的简单变更背后,其实是海信电器对公司战略定位、显示生态链布局、自我认知与未来期许的全面升级。海信电器方面认为,相比“电器”这个词,“视像科技”更为精准地表达出了海信在显示与图像处理技术方面的核心优势;更为全面地涵盖了海信当前在显示产业生态链上的纵深布局和全面开花;开启了公司在“视像无处不在”的未来更加广阔的发展和想象空间。

改名已是势在必行

据了解,改名是不少公司发展到一定阶段的必然选择和通行做法。近5年来,国内上市公司中更名者已有数百之众,国际上公众所熟悉的公司中更名者也甚多,当沃尔玛百货公司从传统商店发展到全面覆盖线上和线下之后,就特意去掉了名称中的stores(商店)一词,由沃尔玛百货公司(Wal-Mart Stores,Inc.)更名为沃尔玛公司(Walmart Inc.),苹果电脑公司即将发布初代iPhone之前,特意将“Apple Computer Inc.”改为“Apple Inc.”。

行业人士指出,对于海信电器而言,自1997年4月份上市至今,时间已过去22年半,时代在变,“电器”这个词的内涵和外延也在变,在自行车、缝纫机和电视机作为家庭“三大件”的时代,电器甚至就等于电视,后来扩展到冰箱空调和洗衣机等品类,并和“家电”这个词的内涵和外延有较多的交叉重合,这直接使得海信集团旗下的“海信电器”与“海信家电”两家上市公司,无法在名称的区分上实现主营业务上的精确区分,对于海信电器来说,改名已是势在必行。

制造业因为不够性感被低估

海信电器方面认为,从“海信电器”到“海信视像”,某种程度上其实也代表着中国制造业尤其是中国电视企业对未来成长和转型上的一种探索与突破。一直以来,制造业不怎么性感,也不会讲故事、画大饼,加上最初“电视机生产厂家”这一刻板印象的存在,中国电视产业在资本市场上并不怎么受待见。记者观察到,海信电器作为中国电视行业的龙头老大,资产被严重低估。

对此,海信电器高管及大股东一致行动人近日已多次增持,持续看好公司的未来发展。海信电器表示,当前这种情况既不符合海信等企业不断转型升级早已跳出电视制造销售这一标签的事实,也不符合整个视像产业波澜壮阔的市场空间与行业大势。行业人士表示,连续15年中国电视销量第一的海信电器,此刻选择用更名来撕掉这一刻板印象和标签,具有强大的风向标意义,这里面既有身为行业老大的自信,也有引领整个行业走出估值泥潭的担当。

更名“视像科技”,海信有足够底气

海信表示,从“电器”到“视像科技”,海信已做好了充分准备。这些年,海信始终以显示和图像处理技术为核心,向视像产业上下游不断延伸,打通了从底层技术、终端设备、场景应用、云端支撑到内容服务的全产业链条。

一直以来,视像产业的底层技术是海信的最大优势。就像“海信电器”早已不只是“电器”,即便是电视产品本身,也已经变成“画质、音质、操控和内容”的综合竞争,是直接决定电视画质、音质、运行速度和解码功能的底层芯片技术。目前,海信电器已经整合了东芝电视画质芯片设计团队,并将原有的芯片部门和上海宏祐公司整合,联合青岛微电子创新中心共同投资5亿元深耕芯片技术,在8K超高清显示画质处理芯片、电视SoC芯片、AI(人工智能)芯片方面不断突破;在显示技术上,ULED动态背光分区控制技术、激光显示技术是海信的“看家本领”,在Mini LED等前沿技术上也不断储备并产业化。依托这种底层技术的强大优势,海信电器在今年高密度地推出了100吋全色激光电视、U8、A8高端电视新品、全球首台叠屏电视U9E、中国首款社交电视S7,备受瞩目的全球首台75吋全色激光电视也已上市预售。

在云平台支持和内容服务上,海信在全球也称得上是名副其实的“头号玩家”。根据海信互联网电视大数据中心公布的最新数据,海信VIDAA AI 的海外互联网电视终端累计激活数已突破1100万,全球累计激活用户突破4900万,距离5000万仅一步之遥。海信VIDAA AI系统在业内率先实现全场景实时图像搜索功能、全场景语音交互系统,具备业内独有的六轮连续人机对话功能。与国内电视品牌在出海时大多都采取与Roku、Google等合作的方式打造内容平台不同,海信是目前唯一一家在海外花大力气建立自己的内容平台的中国电视品牌,今年成立了亚、澳、美、欧四大运营中心并实现了全球一体化内容运营,现在的VIDAA AI平台集成了Netflix、Youtube、PrimeVideo等全球顶级内容,致力于打造全球最大的客厅智慧生活流量入口,为更多家庭赋能。

显示无处不在,海信视像无处不在

显示如今已经走出客厅,走进厨房、卧室、卫生间,并从家庭走向社区、商场、户外、医院和办公场所,走向地球的每一个角落。依托强大的显示底层技术,海信在以电视、冰箱大屏为代表的家庭显示之外,已经完成或正在对办公显示、商用显示、智能交通显示以及特殊显示等领域布局,可以支持远程手术、智慧教室、家庭娱乐等多种应用场景。从“电器”到“视像科技”这一思维和产业视角上的转变,极大开拓了海信的产业空间,揭掉了市场规模和体量的天花板。

著名的互联网预言家凯文·凯利先生在《必然》一书中指出,我们正前往一个屏幕无处不在的时代,我们正在成为“屏幕之民”(People of Screen),我们会在所有平整的表面上装上显示屏。在这个可以预见的未来面前,从“电器”到“视像科技”,名字的简单变更,也将海信的赛道从狭窄的终端制造扩展到整个显示行业。

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海信电器为何更名“海信视像”?

【蓝科技讯】12月2日,海信电器(600060)发布公告,公司名称由“青岛海信电器股份有限公司”拟变更为“海信视像科技股份有限公司”,公司英文名称由“Qingdao Hisense Electronics Co., Ltd.”变更为“Hisense Visual Technology Co., Ltd.”,公司证券简称由“海信电器”变更为“海信视像”。

改变并非一天发生

海信电器在公告中表示:公司早已从单一的电视产品制造企业逐渐发展成为集视像技术研发应用,全场景云平台运营为一体的综合解决方案提供商。未来公司将以“视像无处不在、应用无处不在、客户无处不在、关爱无处不在”为导向,构建视像行业领先的产业集群。为更好的反映公司主营业务和战略定位,以及满足本公司品牌管理与品牌发展需要,拟变更公司全称和证券简称。

正如海信电器在2018年年报中所言:公司通过推动产业链的延伸和营销渠道的拓展,实现由“电视企业”向“显示企业”转变。也就是说,相比公司内核的巨大转变,“海信电器”实际上已经是一个“旧瓶装新酒”的存在,今天,海信电器找到了那个更新更大的瓶子——海信视像。

由此观之,从“电器”到“视像科技”,名字的简单变更背后,其实是海信电器对公司战略定位、显示生态链布局、自我认知与未来期许的全面升级。海信电器方面认为,相比“电器”这个词,“视像科技”更为精准地表达出了海信在显示与图像处理技术方面的核心优势;更为全面地涵盖了海信当前在显示产业生态链上的纵深布局和全面开花;开启了公司在“视像无处不在”的未来更加广阔的发展和想象空间。

改名已是势在必行

据了解,改名是不少公司发展到一定阶段的必然选择和通行做法。近5年来,国内上市公司中更名者已有数百之众,国际上公众所熟悉的公司中更名者也甚多,当沃尔玛百货公司从传统商店发展到全面覆盖线上和线下之后,就特意去掉了名称中的stores(商店)一词,由沃尔玛百货公司(Wal-Mart Stores,Inc.)更名为沃尔玛公司(Walmart Inc.),苹果电脑公司即将发布初代iPhone之前,特意将“Apple Computer Inc.”改为“Apple Inc.”。

行业人士指出,对于海信电器而言,自1997年4月份上市至今,时间已过去22年半,时代在变,“电器”这个词的内涵和外延也在变,在自行车、缝纫机和电视机作为家庭“三大件”的时代,电器甚至就等于电视,后来扩展到冰箱空调和洗衣机等品类,并和“家电”这个词的内涵和外延有较多的交叉重合,这直接使得海信集团旗下的“海信电器”与“海信家电”两家上市公司,无法在名称的区分上实现主营业务上的精确区分,对于海信电器来说,改名已是势在必行。

制造业因为不够性感被低估

海信电器方面认为,从“海信电器”到“海信视像”,某种程度上其实也代表着中国制造业尤其是中国电视企业对未来成长和转型上的一种探索与突破。一直以来,制造业不怎么性感,也不会讲故事、画大饼,加上最初“电视机生产厂家”这一刻板印象的存在,中国电视产业在资本市场上并不怎么受待见。记者观察到,海信电器作为中国电视行业的龙头老大,资产被严重低估。

对此,海信电器高管及大股东一致行动人近日已多次增持,持续看好公司的未来发展。海信电器表示,当前这种情况既不符合海信等企业不断转型升级早已跳出电视制造销售这一标签的事实,也不符合整个视像产业波澜壮阔的市场空间与行业大势。行业人士表示,连续15年中国电视销量第一的海信电器,此刻选择用更名来撕掉这一刻板印象和标签,具有强大的风向标意义,这里面既有身为行业老大的自信,也有引领整个行业走出估值泥潭的担当。

更名“视像科技”,海信有足够底气

海信表示,从“电器”到“视像科技”,海信已做好了充分准备。这些年,海信始终以显示和图像处理技术为核心,向视像产业上下游不断延伸,打通了从底层技术、终端设备、场景应用、云端支撑到内容服务的全产业链条。

一直以来,视像产业的底层技术是海信的最大优势。就像“海信电器”早已不只是“电器”,即便是电视产品本身,也已经变成“画质、音质、操控和内容”的综合竞争,是直接决定电视画质、音质、运行速度和解码功能的底层芯片技术。目前,海信电器已经整合了东芝电视画质芯片设计团队,并将原有的芯片部门和上海宏祐公司整合,联合青岛微电子创新中心共同投资5亿元深耕芯片技术,在8K超高清显示画质处理芯片、电视SoC芯片、AI(人工智能)芯片方面不断突破;在显示技术上,ULED动态背光分区控制技术、激光显示技术是海信的“看家本领”,在Mini LED等前沿技术上也不断储备并产业化。依托这种底层技术的强大优势,海信电器在今年高密度地推出了100吋全色激光电视、U8、A8高端电视新品、全球首台叠屏电视U9E、中国首款社交电视S7,备受瞩目的全球首台75吋全色激光电视也已上市预售。

在云平台支持和内容服务上,海信在全球也称得上是名副其实的“头号玩家”。根据海信互联网电视大数据中心公布的最新数据,海信VIDAA AI 的海外互联网电视终端累计激活数已突破1100万,全球累计激活用户突破4900万,距离5000万仅一步之遥。海信VIDAA AI系统在业内率先实现全场景实时图像搜索功能、全场景语音交互系统,具备业内独有的六轮连续人机对话功能。与国内电视品牌在出海时大多都采取与Roku、Google等合作的方式打造内容平台不同,海信是目前唯一一家在海外花大力气建立自己的内容平台的中国电视品牌,今年成立了亚、澳、美、欧四大运营中心并实现了全球一体化内容运营,现在的VIDAA AI平台集成了Netflix、Youtube、PrimeVideo等全球顶级内容,致力于打造全球最大的客厅智慧生活流量入口,为更多家庭赋能。

显示无处不在,海信视像无处不在

显示如今已经走出客厅,走进厨房、卧室、卫生间,并从家庭走向社区、商场、户外、医院和办公场所,走向地球的每一个角落。依托强大的显示底层技术,海信在以电视、冰箱大屏为代表的家庭显示之外,已经完成或正在对办公显示、商用显示、智能交通显示以及特殊显示等领域布局,可以支持远程手术、智慧教室、家庭娱乐等多种应用场景。从“电器”到“视像科技”这一思维和产业视角上的转变,极大开拓了海信的产业空间,揭掉了市场规模和体量的天花板。

著名的互联网预言家凯文·凯利先生在《必然》一书中指出,我们正前往一个屏幕无处不在的时代,我们正在成为“屏幕之民”(People of Screen),我们会在所有平整的表面上装上显示屏。在这个可以预见的未来面前,从“电器”到“视像科技”,名字的简单变更,也将海信的赛道从狭窄的终端制造扩展到整个显示行业。

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