专题：2025《中国企业家》影响力企业家年会 12月5日-7日，由《中国企业家》杂志社主办的"2025（第二十三届）《中国企业家》影响力企业家年 会"（原中国企业领袖年会）在北京举行，主题为"涌现·无限——共创智能商业新形态"。海信集团党委 书记、董事长贾少谦出席并演讲。 贾少谦在演讲中分享了初心——做企业要回归企业本质，要看到企业发展当中的核心和要素。他提到， 海信所有的园区里面都挂了一句话，"市场经济的最终主宰者是消费者与技术"。 他指出，当前，无论是哪个行业，竞争模式基本上都是从产品功能转向了用户场景，只有真正的走进用 户的家里，深入他们的生活场景，体察他们的不同空间、不同人群的真实需求，才能够创造出定制化的 解决方案。 "从卖产品到卖价值，走进用户是不可或缺的选项，而且成为生存与发展的必由之路。" 专题：2025《中国企业家》影响力企业家年会 12月5日-7日，由《中国企业家》杂志社主办的"2025（第二十三届）《中国企业家》影响力企业家年 会"（原中国企业领袖年会）在北京举行，主题为"涌现·无限——共创智能商业新形态"。海信集团党委 书记、董事长贾少谦出席并演讲。 贾少谦在演讲中分享了初心——做企业 ...

吴鹏在致辞中表示，南非人民热爱体育，中国与南非都是体育大国，双方在体育领域具有巨大的合 作潜力。海信公司长期深耕南非市场，积极参与当地教育、文化、体育和环保等公益事业，对南非青少 年足球事业等的支持获得了广泛认可。中国使馆将继续鼓励中资企业积极履行社会责任，为中南经贸合 作注入更强动力，并为南非经济社会发展作出更大贡献。 海信南非公司总经理刘巍在捐赠仪式上表示，海信不仅在南非经营，更在南非发展。通过本次合 作，海信南非公司将与青训项目一道助力南非青少年足球发展。 南非青训项目负责人皮措·莫西马内对海信和中国使馆的支持表示感谢。他在发言中说，海信南非 公司提供的设备将帮助其教练团队更精准地掌握训练情况、追踪球员表现，预计未来将有超过12000名 年轻球员从中受益。 新华网约翰内斯堡12月8日电（记者靳博文 陈为）海信南非公司近日向皮措·莫西马内青少年足球项 目（下称青训项目）捐赠100部海信移动设备，以数字化科技助力南非足球青训体系建设。中国驻南非 大使吴鹏，南非体育、艺术和文化部长麦肯齐和豪登省省长莱苏菲共同见证了捐赠仪式。 图为中国驻南非大使吴鹏（后排右三），南非体育、艺术和文化部长麦肯齐（后排中）出席捐赠 ...

12月8日,省政府新闻办举行新闻发布会,邀请省工信厅主要负责同志等介绍"十四五"时期山东加快建设先 进制造业强省情况。作为全国工业版图中的重要一极,山东的每一次脉动,都关乎国家实体经济的根基与 活力。"十四五"时期,山东将工业经济视为"头号工程",加快推进新型工业化,制造业增加值占GDP比重稳 定在28%左右,全省工业增加值将跨过1个万亿元台阶。 记者闫聪济南报道 制造业增加值 占GDP比重稳定在28%左右 工业整体实力走在全国前列。紧紧扭住稳增长这个"牛鼻子",充分发挥"链长制"、制造强省建设领导小 组、省工业运行指挥部等牵总作用,全力做足增量、遏制减量、应对变量,工业经济实现规模与质效同步 跃升。规模体量稳步扩大。规上工业增加值年均增长7.5%,高于全国1.6个百分点左右；全省工业增加值 将跨过1个万亿元台阶,由2.3万亿元提升至3.3万亿元、增长4成以上。其中,制造业增加值占GDP比重稳定 在28%左右,规上工业企业数量和营收较2020年分别增长54.7%、42.9%。体系完整优势日益凸显。拥有 41个工业大类、197个工业中类和603个工业小类,是工业门类最为齐全的省份之一,18个制造业大类营收 居全 ...

Core Viewpoint - The article emphasizes that China's manufacturing sector is undergoing a transformation towards high-quality development, driven by innovation, quality management, and global market expansion, as outlined in the "14th Five-Year Plan" [1][9]. Group 1: Innovation-Driven High-End Development - China has made significant advancements in high-tech fields such as electric vehicles and wind turbines, with companies like Hisense leading in high-end display technology, surpassing international competitors by 1.5 years in mass production of RGB three-dimensional control color LCD technology [2][10]. - Hisense's commitment to long-term R&D has positioned it as a key player in the technological iteration of the display industry, showcasing the importance of innovation in breaking into high-end markets [2][10]. - The collaborative innovation across the entire industry chain, including partnerships with suppliers and universities, is crucial for advancing new display technologies like Mini LED [2][10]. Group 2: Quality Management as a Foundation - Quality is identified as the lifeline of enterprises and a cornerstone for the upgrade of Chinese manufacturing, shifting focus from scale expansion to quality enhancement [5][14]. - Hisense has received multiple national quality awards and is recognized for its rigorous quality management practices, including a comprehensive R&D quality assurance system [5][14]. - The company has implemented a digital quality management system that transitions quality control from post-production checks to proactive prevention, utilizing AI and data-driven decision-making [6][15]. Group 3: Global Market Expansion - The "14th Five-Year Plan" encourages high-standard openness, facilitating the integration of Chinese manufacturing into global value chains [7][18]. - Hisense has established a global presence with 30 R&D institutions, 37 industrial parks, and 64 overseas offices, promoting international competitiveness and collaboration within the supply chain [7][16]. - The internationalization of Chinese manufacturing, exemplified by Hisense, is reshaping the global industrial landscape, moving from a position of "catching up" to "leading" in various sectors [9][18].

Market Overview - The black home appliance sector experienced a slight increase of 0.02% on December 8, with Jiulian Technology leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up by 0.54%, while the Shenzhen Component Index closed at 13329.99, up by 1.39% [1] Stock Performance - Jiulian Technology (688609) closed at 10.05, with a rise of 3.29% and a trading volume of 114,700 shares, amounting to a transaction value of 115 million yuan [1] - Other notable performers included Tongzhou Electronics (002052) with a 1.43% increase, and Zhaochi Co., Ltd. (002429) with a 1.17% increase [1] - Conversely, companies like XGIMI Technology (688696) and Hisense Visual (600060) saw declines of 0.81% and 1.66%, respectively [1] Capital Flow - The black home appliance sector saw a net outflow of 127 million yuan from institutional investors, while retail investors contributed a net inflow of 89.67 million yuan [1] - Notably, Jiulian Technology experienced a net outflow of 17.14 million yuan from institutional investors, despite a retail net inflow of 13.58 million yuan [2] - Other companies like Sichuan Changhong (600839) and *ST Gauss (002848) also faced significant net outflows from institutional investors, amounting to 39.53 million yuan and 17.11 million yuan, respectively [2]

中新网比勒陀利亚12月6日电 (记者 孙翔)海信南非公司5日向南非皮托·莫西马尼青少年足球项目(Pitso Mosimane Youth Football，简称 PMYF)捐赠100部海信移动设备，通过数字化科技助力南非青训体系发 展。南非豪登省省长勒苏非，南非体育、艺术和文化部部长麦肯齐，中国驻南非大使吴鹏等出席捐赠仪 式并致辞。 勒苏非表示，此次捐赠不仅是企业支持体育事业的善举，更是对南非青少年未来的投资。"这样的合作 让南非孩子能够勇敢追梦。" 麦肯齐在讲话中感谢中国企业对青训事业的长期投入。他说："我们欢迎海信这样的合作伙伴加入南非 青训体系。他们提供的不只是设备，而是机会、信心和未来。" 海信南非自1996年进入南非市场以来，已成为本地就业、制造业和社会发展中的重要一员，建立本地化 制造体系和供应链，为社会创造数千就业机会，持续投资教育、体育与社区公益。(完) 中国驻南非大使吴鹏致辞称，"中国和南非都是是体育大国，双方体育合作潜力巨大。"中国企业积极参 与提升当地社区和民众福祉，很好体现了中国倡导的人类命运共同体理念和非洲"我为人人，人人为 我"的"乌班图"精神。使馆将继续鼓励中资企业积极承担社会责 ...

Core Viewpoint - Hisense has launched its flagship monitor GX, integrating advanced technologies from its high-end TVs to enhance user experience and performance in the display market [2] Group 1: Product Features - The Hisense GX monitor features a low-reflective black screen that minimizes environmental light interference, achieving a reflection rate as low as 1.8%, ensuring clear visuals even in bright conditions [4] - It utilizes a STW visual compensation film that allows for a 178° viewing angle without loss of brightness or color, providing an optimal viewing experience from various angles [6] - The monitor is powered by the MT9655 chip with 4GB RAM and 64GB storage, enabling rapid system response and advanced image processing capabilities [7] - The U+Mini LED backlight system offers precise local dimming with 2304 independent zones, enhancing contrast and detail in bright and dark scenes [10] - With a peak brightness of XDR2000 nits and 98% DCI-P3 color coverage, the monitor delivers rich color and shadow details, accurately reflecting the creators' intentions in 3A games [13] Group 2: Versatility and User Experience - The Hisense GX supports dual modes of UHD@160Hz and FHD@320Hz, catering to both high-quality gaming and competitive gaming needs [14] - It features a built-in smart TV system, allowing users to access streaming services and high-bitrate local video playback without needing an external console [16] - The monitor incorporates health-focused technologies, including DC dimming to reduce flicker, low blue light certification, and AI ambient light sensing for automatic brightness adjustment [17] - The design includes an ergonomic stand for adjustable angles and a unique GaN power adapter for compactness and efficiency [19] Group 3: Market Positioning - The launch of the Hisense GX monitor demonstrates the company's strategy to leverage its established TV technology in the display sector, providing a high-performance solution for both entertainment and professional use [19]

Core Viewpoint - The report from GF Securities indicates that the home appliance industry is expected to experience a slowdown in growth in 2026 due to high base effects, despite significant benefits from the "old-for-new" policy in 2025. Leading companies are anticipated to outperform the industry due to their channel and brand advantages. Long-term growth in overseas sales is also expected to remain stable, supported by an increase in global market share [1][2]. Summary by Sections 2025 Review - The home appliance sector has shown a cumulative increase of 8.1% year-to-date as of November 28, 2025, ranking 27th among all sectors and underperforming the CSI 300 index by 10.4 percentage points [2]. - The performance of various segments includes: home appliance components (+64.7%), black appliances (+12.6%), lighting equipment (+11.9%), small appliances (+9.5%), kitchen appliances (-0.7%), and white appliances (-1.1%) [2]. - Retail sales of home appliances from January to October 2025 increased by 20.1% year-on-year, driven by the "old-for-new" policy, although growth slowed in September and October due to high base effects. Exports in the same period decreased by 3.4% in USD terms and 2.5% in RMB terms, primarily due to the impact of the US-China trade war, but the decline was manageable, indicating resilience and global competitiveness [2]. 2026 Outlook - Domestic demand is expected to slow down in 2026 due to high base effects from the "old-for-new" policy in 2025, but leading companies are likely to outperform the industry due to their channel and brand advantages. For external sales, companies have adapted to trade policy fluctuations since 2018-2019, and long-term growth in overseas sales is anticipated [3]. - Profitability is expected to remain stable, with manageable cost pressures as copper prices have risen, shipping costs have returned to normal levels, and the exchange rate has shown slight appreciation [3]. - As of November 28, 2025, the price-to-earnings ratio (PE-TTM) for the home appliance sector increased from 15.1x at the beginning of the year to 17.3x, placing it at the 66th percentile historically since 2016. The proportion of public funds heavily invested in the home appliance sector decreased to 2.5%, down 1.8 percentage points from the previous quarter, marking a continuous decline over three quarters [3]. 2026 Sub-industry Outlook - White Appliances: Expected to face a slowdown in growth due to high base effects from national subsidies, but overseas sales are projected to remain resilient, benefiting from emerging market demand [4]. - Small Appliances: Continued policy support is expected to improve average prices in kitchen small appliances, with significant growth potential in the overseas market for robotic vacuum cleaners [4]. - Black Appliances: Product structure upgrades are anticipated to enhance average prices and profitability, with continued growth in overseas market share [5]. - Two-Wheelers: The implementation of new regulations in 2026 is expected to sustain industry growth, with leading companies likely to increase their market share as smaller competitors exit the market, and significant opportunities in overseas markets [5].

Core Viewpoint - The report from GF Securities indicates that the home appliance industry is expected to experience a slowdown in growth in 2026 due to high base effects from the "old-for-new" policy in 2025, but leading companies are likely to outperform the industry due to their channel and brand advantages [1][3]. 2025 Review - The overall performance of the home appliance sector has lagged behind, with the Shenyin Wanguo Home Appliance Index showing a cumulative increase of 8.1% from January 1 to November 28, 2025, ranking 27th among all sectors and underperforming the CSI 300 Index by 10.4 percentage points [2]. - The home appliance retail sales from January to October 2025 increased by 20.1% year-on-year, driven by the "old-for-new" policy, but growth rates slowed in September and October due to high base effects [2]. - Home appliance export values from January to October 2025 decreased by 3.4% in USD terms and 2.5% in RMB terms, primarily impacted by the US-China trade war, yet the decline was manageable, reflecting resilience and global competitiveness [2]. 2026 Outlook - On the demand side, the home appliance industry is expected to slow down in 2026 due to high base effects from the "old-for-new" policy in 2025, but leading companies are anticipated to leverage their channel and brand advantages to outperform the market [3]. - The profitability outlook remains stable, with only copper prices rising recently, while shipping costs have returned to normal levels and exchange rates have shown slight appreciation, keeping overall cost pressures manageable [3]. - As of November 28, 2025, the price-to-earnings ratio (PE-TTM) for the home appliance sector increased from 15.1x at the beginning of the year to 17.3x, placing it at the 66th percentile historically since 2016 [3]. 2026 Sub-industry Outlook - In the white goods sector, growth may slow due to high base effects from national subsidies, but exports are expected to remain resilient, supported by emerging markets, leading to stable growth for leading companies [4]. - The small appliance segment is likely to see continued improvement in average prices due to ongoing policy support, with the vacuum cleaner industry expected to gain market share overseas, indicating significant long-term growth potential [4]. - In the black goods sector, product structure upgrades are anticipated to drive price increases and improve profitability, with overseas market share expected to continue rising [5]. - The two-wheeler industry is projected to maintain growth in 2026 with the full implementation of new regulations, as smaller manufacturers exit the market, allowing leading companies to increase their market share, particularly in overseas markets [5].

12月2日，，由中国企业联合会、中国企业家协会主办的第十六届全国企业文化年会在青岛举行。"伟大 公司的成功，往往源于背后强大的文化。"海信集团董事长贾少谦表示，中国企业已经具备以文化软实 力走向全球的硬实力，坚信对质量的敬畏和坚守，在喧嚣背后守住良心的企业，才是中国高质量发展的 底气和未来。 贾少谦表示，文化是一个企业最底层的经营逻辑和发展动力，只有文化无法复制，只有文化能创造出永 恒的差异性。海信在不断跨越周期的实践中一再笃定，企业文化是海信拥有稳健驾驭能力的核心，是一 代代海信人砥砺前行的动力，更是海信面对困难和混沌时的终极解答，是不确定性中的最大确定性。 当天，备受瞩目的"第十六届全国企业文化成果"揭晓，海信集团《以东方管理文化驱动企业全球化发 展》案例荣获特等奖最高荣誉。该奖项是在企业自愿申报及各地方企联、行业协会、有关企业集团推荐 的基础上，经过了初审、复审和终审等严格程序评定出来的。以特等成果为代表的13项企业文化成果， 充分彰显了各自的企业文化建设特色及内涵。 （文章来源：中国新闻网） 结合海信56年的发展历史，贾少谦介绍了推动海信从优秀走向卓越的四个关键文化：视质量为生命的质 量文化、敢为天下 ...