Hisense Visual Technology 2026 Q3 Report: RGB-Mini LED Leads the High-End, AI and New Businesses Accelerate

Hisense Visual Technology Discloses 2026 Third-Quarter Report: RGB-Mini LED Leads the High-End Segment, Operational Resilience Strengthened Zhong Lilei 16 hours ago The high-endization of the display main business is accelerating, and AI and new businesses are opening up growth space.

On October 29, Hisense Visual Technology (600060.SH) disclosed its 2026 third-quarter report. The report shows that in the first three quarters of this year, the company achieved main business revenue of 43.529 billion yuan, a year-on-year increase of 8.85%, and net profit attributable to shareholders of the parent company of 1.844 billion yuan, a year-on-year increase of 13.23%. Among them, in the third quarter the company achieved main business revenue of 15.845 billion yuan, a year-on-year increase of 5.17%, and net profit attributable to shareholders of the parent company of 649 million yuan, a year-on-year increase of 13.24%.

During the reporting period, the company anchored its core strategy of "multiple scenarios, large displays," accelerated the implementation of its high-endization, large-screen, and intelligentization strategies, led the high-end display market with RGB-Mini LED, accelerated the iteration of new displays and new businesses, upgraded AI-driven home smart experiences, and continuously strengthened its operational resilience and growth momentum.

According to Hisense sales data, in the first three quarters of 2026, sales of Hisense-brand TVs in the global 100-inch and above large-screen and Mini LED high-end TV markets increased by 77.37% and 75.53% year-on-year, respectively; in the domestic market, data from All View Cloud (AVC) shows that sales of Hisense RGB-Mini LED TVs increased more than 10-fold compared with the full year of 2025, with a market share of 73% in the RGB TV market; sales volume of 100-inch and above large-screen TVs increased by 47.4% year-on-year, with a market share of 51.9%, further consolidating its leading advantage in the high-end large-screen market. RGB-Mini LED Leads the High-End Market, Becoming Users' First Choice for Upgrades

During the reporting period, Hisense released the UX2026 new product featuring the world's first Linglong 4-chip true-color backlight technology, solving industry-wide problems such as color bleed, halo, and color shift, achieving a leap from "simultaneous control of light and color" of the three primary colors to "four-chip true color," and creating a technology gap of more than one year ahead of overseas brands. At the same time, Hisense led the formulation of China's first RGB-Mini LED industry standard, extending from technology leadership to standard definition.

In the second half of 2026, Hisense launched new RGB-Mini LED products such as the U7T Pro and E7S Pro+, introducing industry-first technologies such as Linglong True Color Backlight 2.0 and True Color Black Obsidian Screen, as well as the all-new JUOS intelligent system. At the same time, Hisense joined hands with top domestic film creators such as Peter Pau and Zhao Xiaoding to co-create a filmmaker picture quality mode, partnered with Lingyoufang to customize an exclusive picture quality mode for the domestic AAA title "Phantom Blade Zero," and partnered with bilibili for the exclusive first release of an exclusive picture quality mode for the animation "A Record of a Mortal's Journey to Immortality." Through innovation in three exclusive picture quality modes for film, games, and animation, Hisense has further enhanced the RGB-Mini LED user experience.

To date, Hisense has built an RGB-Mini LED product matrix composed of ten major series, including the Xiaomo E5S, the film and gaming flagship E8S, the filmmaker U7S, and the ultra-flagship TV UX, covering the full size range from 55 inches to 116 inches. RGB-Mini LED is rapidly becoming consumers' first choice for high-end upgrades. New Displays and New Businesses Accelerate Iteration, AI Drives Upgrade of Home Smart Experience

During the reporting period, with smart display terminals as its cornerstone business, Hisense accelerated the layout of new displays and new businesses such as laser display, commercial display, scenario display, and smart wearables, building diversified business growth paths and continuously expanding strategic development space.

In the field of laser display, three-color laser, with its unique advantages such as ultra-large size, native top-tier color, and multi-form innovation, has become the optimal solution for home viewing scenarios and commercial scenarios. As a core promoter and industry leader in the laser display field, Hisense focuses on the user demand and industry direction of "above 100 inches, only laser" and actively promotes the popularization of 100-inch-class laser products in the global market. From January to September this year, sales volume of Hisense laser display products in overseas markets increased by 75% year-on-year, among which in high-end European markets such as Germany, the United Kingdom, and France, sales volume of products priced above 3,000 US dollars increased by 110%, 83%, and 40%, respectively.

In the first three quarters of this year, the company's commercial display business revenue increased by 73.23% year-on-year, and monitor business revenue increased by 66.84% year-on-year. In the field of smart wearables, new products such as AR smart glasses and clip-on earphones are accelerating iteration, continuously enriching the all-scenario smart life experience.

During the reporting period, the company accelerated the in-depth layout of AI capabilities from the manufacturing side to the product side, releasing the industry's first family smart companion-level AI operating system JUOS, driving a generational leap of home AI from "passive response" to "proactively understanding the home." JUOS was awarded the L3 certificate for intelligent grading of AI terminals, becoming the first to reach the highest level of large-screen AI intelligence. Relying on core functions such as Super XiaoJu, AI personalized desktop, and XiaoJu Miaolian, it provides users with a simpler, more proactive AI interaction experience that better understands family members.

According to AVC Revo forecasts, global RGB-Mini LED TV shipments will reach 1.2 million units in 2026 and further grow to 2.5 million units in 2027, making RGB-Mini LED the new display technology with the greatest growth potential in recent years. Facing the development direction of the new display industry during the "15th Five-Year Plan," the company will continue to seize opportunities in industrial transformation and consumption upgrading, anchor high-quality growth, and open up long-term value growth space.

Source: Submission

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