（本文作者陆媛为北京星际宝藏智能科技有限公司董事长） 上周，国家统计局发布数据显示，我国去年国内生产总值（GDP）达1401879亿元，首次突破140万亿元 大关，按不变价格计算，同比增长5.0%。 商务部及多家机构综合研究表明，中国企业出海贡献持续提升，约占GDP的10%至15%。 笔者在拉斯维加斯参加全球消费电子第一展CES、在洛杉矶出席食品博览会OCM期间深切感受到，出 海已成为每位企业创始人必须面对的必答题。结合对数十位企业家的访谈，中国企业出海至少有三种制 胜路径。 CES作为顶级品牌展示与商业落地平台，中国企业参展数量位居海外参展国首位。展会上，人工智能应 用载体加速走入千家万户，中国硬件爆款产品批量出海，欧美企业则聚焦科技前沿理念与思想展示，这 构成了当前世界经济相关领域的五大趋势。 消费拉动曾是经济增长三驾马车之一，如今外商投资、基建的拉动作用已不及往日，而海外消费增长正 成为中国企业重塑"中国制造"的新动力。值得关注的是，这并非过剩产能的对外宣泄，而是企业立足海 外市场用户需求，以全新思路研发设计产品，最终实现回报稳步增长的主动作为，这也是近两年来中国 企业在CES展位持续扩容的核心原因。 ...

【中泰科技消费丨家电】低位价值标的 ➤#高增过后短期大盘相对走平、预计资金偏好或利好家电等低估价值标的。 ➤基本面更新：25Q4高基数市场预期已充分消化，26Q1基本面良好，产业在线排产数据持平，对比25Q4小几十 下滑， 当前家电价值标的对应26年的业绩、估值和股息率分别为， ➤美的A：归母+10%，PE为11.7X，股息率5.9% ➤海尔A：归母+10 ➤海尔A：归母+10%，PE为10.5X，股息率5.2% ➤格力：归母持平，PE为6.9X，股息率7.5% ➤奥克斯：假设26年归母26亿，PE为7.3X，股息率10% ➤海信家电：归母+6%，PE为9.9X，股息率为5% ➤海信视像：归母+13%，PE为11.4X，股息率为4.5% ➤TCL电子：归母+23%，PE为11.2X，股息率为4.5% ➤雅迪：归母+15%，PE为10.5X，股息率4.8% 【中泰科技消费丨家电】低位价值标的 ➤#高增过后短期大盘相对走平、预计资金偏好或利好家电等低估价值标的。 ➤基本面更新：25Q4高基数市场预期已充分消化，26Q1基本面良好，产业在线排产数据持平，对比25Q4小几十 下滑， 当前家电价值标的对应26年的业绩、 ...

➤美的A：归母+10%，PE为11.7X，股息率5.9% ➤海尔A： 【中泰科技消费丨家电】关注低位价值标的 ➤#高增过后短期大盘相对走平、预计资金偏好或利好家电等低估价值标的。 ➤基本面更新：25Q4高基数市场预期已充分消化，26Q1基本面良好，产业在线排产数据持平，对比25Q4小几十 下滑， 当前家电价值标的对应26年的业绩、估值和股息率分别为， ➤海信视像：归母+13%，PE为11.4X，股息率为4.5% 【中泰科技消费丨家电】关注低位价值标的 ➤#高增过后短期大盘相对走平、预计资金偏好或利好家电等低估价值标的。 ➤基本面更新：25Q4高基数市场预期已充分消化，26Q1基本面良好，产业在线排产数据持平，对比25Q4小几十 下滑， ➤格力：归母持平，PE为6.9X，股息率7.5% ➤奥克斯：假设26年归母26亿，PE为7.3X，股息率10% ➤海信家电：归母+6%，PE为9.9X，股息率为5% 当前家电价值标的对应26年的业绩、估值和股息率分别为， ➤美的A：归母+10%，PE为11.7X，股息率5.9% ➤海尔A：归母+10%，PE为10.5X，股息率5.2% ➤TCL电子：归母+23%，PE为11.2 ...

Core Viewpoint - Hisense has been recognized as the first company in the global television industry to be awarded the title of "Lighthouse Factory" by the World Economic Forum, highlighting its innovative user-centered AI-driven digital transformation in manufacturing [1] Group 1: Digital Transformation and AI Integration - Hisense has developed a user-centered AI manufacturing model that leverages big data and the Xinghai large model to gain deep insights from vast amounts of data in minutes [1] - The company has introduced an intelligent agent for user demand recognition, which categorizes user feedback and identifies pain points, reducing the time to convert user feedback into product features by 62% [1] - In the R&D phase, Hisense has implemented a platform based on large language models (LLM) that has shortened software development cycles by 31% and improved R&D efficiency by 27% [2] Group 2: Manufacturing Efficiency and Quality Improvement - Hisense's Qingdao factory produces an impressive 85-inch television every 20 seconds, showcasing the efficiency of its AI-integrated manufacturing process [2] - The company has created a digital process design model that utilizes over 100,000 pieces of process data, allowing for the automatic generation of comprehensive process plans in just 5 minutes, improving efficiency by 75% [2] - AI has been integrated into the production process, reducing the verification time for production from 10 hours to 19 minutes, achieving "zero-cost" trial and error [3] Group 3: Innovative Production Techniques - Hisense has pioneered a robotic solution for precise panel assembly, which previously required five workers, now achieved with 0.1mm precision through AI and high-precision cameras [4] - This innovation not only enhances production efficiency but also allows workers to focus on more technical tasks, aligning with the company's mission to redefine assembly standards for the large-size era [4] - The AI-driven quality inspection platform has improved detection efficiency by 70.7%, ensuring high-quality standards in production [5] Group 4: Commitment to Advanced Manufacturing - Hisense has established three "Lighthouse Factories," four zero-carbon factories, and 17 national-level green factories, demonstrating its commitment to advanced manufacturing [5] - The company aims to further integrate new technologies such as 5G and AI into manufacturing, contributing to the transformation and upgrading of China's manufacturing industry [5]

Core Insights - The CES 2026 showcased Hisense refrigerators as the official refrigerator for the 2026 World Cup, highlighting AI applications in smart home technology [1] - Hisense's smart screen refrigerator features an AI cooking assistant that provides a full cooking solution, making it user-friendly even for beginners [3] - Hisense refrigerators lead the vacuum preservation market, winning multiple industry awards and setting standards in the field [4] Group 1 - Hisense refrigerators focus on AI integration, offering a comprehensive cooking solution from ingredient pairing to step-by-step visual guidance [3] - The vacuum magnetic preservation technology provides a competitive edge, maintaining food freshness for up to 7 days, outperforming national standards for fresh meat [3] - The innovative magnetic curtain door design combines aesthetics and functionality, winning the 2025 International CMF Design Award [3] Group 2 - Hisense ranks first in sales volume in the vacuum preservation refrigerator segment, establishing itself as a market leader [4] - By mid-2025, Hisense refrigerators achieved top sales in 11 countries, including Canada, France, and Mexico, and maintained leading positions in several Eastern European markets [4] - The company has been recognized with awards such as the AWE Aiplan Innovation Award and has contributed to industry standards, enhancing its technical authority [4]

当市场增速放缓、消费趋于理性，传统"以价换量"的增长逻辑已难以为继，头部品牌纷纷将目光投向技 术深耕与战略转型的深水区。AI赋能、健康理念、高端化布局、跨界融合……这些关键词正重塑着家 用电器行业的竞争格局。 本期世研指数榜单聚焦家用电器行业，透过热度指数，带你洞察这场由技术驱动、战略引领的产业变革 浪潮。 | 訓讀 排名 | | | 指数 | | | --- | --- | --- | --- | --- | | 01 | Midea | 美的 | 1.92 | ▲ 3 | | 02 | GGREEAP | 格力 | 1.71 | ▲ 6 | | 03 | Panasonic | 松下 | 1.68 | ▲ 9 | | 04 | Haier 124 | 海示 | 1.68 | ▲ J | | 05 | Z | 石头科技 | 1.56 | V 4 | | OR | Skyworth 创维 | છોસ્ | 1.39 | ▲ 5 | | 07 | Hisense | 海信 | 1.34 | ▲ 3 | | 08 | TCL | TCL | 1.31 | ▼ 3 | | 09 | SIEMENS | 西门子 | ...

近日，工业和信息化部公布第九批制造业单项冠军企业名单，赛轮集团、海信视像等7家青岛企业入 选。至此，青岛累计培育的国家级制造业单项冠军企业达45家，总数位居全国城市第八、副省级城市第 五，连续4年增量和总量稳居山东省榜首。 "冠军企业"崛起的背后，是青岛精心培育产业沃土的结果。多年来，青岛系统构建从"专精特新"到"小 巨人"，再到"单项冠军"的梯度培育体系。通过出台一系列政策文件，青岛将"冠军企业"的培育深度融 入"工赋青岛·智造强市"整体战略，形成了跨部门协同、全周期跟进的培育合力。 走进中船集团中船发动机有限公司的生产车间，伴随着机械运转的轰鸣声，技术人员正全神贯注地装配 着发动机的关键机架，部分零部件精度达0.01毫米。 "发动机是船舶的动力核心，堪称船舶的'心脏'，其精度与性能直接决定船舶的绿色效能。"中船发动机 技术与信息中心副主任刘佃涛介绍，5年来，团队聚焦新型低碳零碳燃料发动机及其核心部件开展技术 攻关，针对性破解新燃料适配难题，目前已成功实现LNG及甲醇双燃料发动机的批量交付，助力船舶 碳排放降低约24%。 "我们始终将培育制造业单项冠军企业作为推动产业迈向中高端、保障产业链供应链安全稳定的关 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600060 海信视像 | | 1029.54万 | 3.71% | -401.13万 | -1.44% | -628.40万 | -2.26% | | 688696 极米科技 | | 636.10万 | 2.67% | -1160.56万 | -4.87% | 524.46万 | 2.20% | | 301578 辰奕智能 | | -7.18万 | -0.17% | -132.80万 | -3.09% | 139.98万 | 3.26% | | 688609 九联科技 | | -484.67万 | -1.74% | 3012.93万 | 10.82% | -2528.26万 | -9.08% | | 002848 | *ST高斯 | -1153.17万 | -6.43% | 866.48万 | 4.83% | 286.69万 | 1.60% | | 002429 | ...

人民财讯1月26日电，1月26日，青岛一宗市北区闫家山板块涉宅用地出让，土地出让面积21548.1㎡(其 中住宅20798.1㎡，零售商业用地750㎡)，规划建筑面积43096.2㎡(其中住宅41596.2㎡，零售商业1500 ㎡)，起始楼面价10230元/㎡，折合起始价4.41亿元。最终该地块由济南志锦置业有限公司(海信)底价竞 得，成交楼面价10230元/㎡，折合起始价4.41亿元。 ...

在家庭影院的圈子里，一直流传着一句话："大就是正义，黑就是真理。" 但随着技术的迭代，发烧友们的口味也刁钻了起来。单纯的大尺寸已经不够了，还要色彩准、亮度高、 刷新率快，最重要的是——要像真实世界一样自然。如果你正拿着"2026年值得买的RGB电视推荐"清单 在寻找那块完美的屏幕，那么海信100寸电视E8S Pro，很可能就是你寻找的那个"终极答案"。 拒绝"塑料感"，把大自然搬回家 很多朋友在商场看电视演示片觉得很惊艳，买回家看电影却觉得"假"，这就是色彩还原出了问题。传统 的电视为了提升亮度，往往会牺牲色彩的纯度，导致画面有一种涂抹感或者是"塑料感"。 海信E8S Pro作为RGB-MiniLed电视的代表作，最核心的突破就在于它采用了RGB三原色发光芯片。这 就像是绘画，普通电视是用几种固定的颜料调色，而E8S Pro则是拥有了无穷无尽的自然原色。 依托于信芯AI画质芯片H7的加持，它实现了108bits的控光控色精度。这是什么概念？它意味着色彩的 过渡像丝绸一样顺滑，没有断层。比如夕阳下天空的渐变，从金黄到深紫，中间那无数种微妙的过渡 色，它都能一一呈现。 配合高达6200nits的超高亮度，E8S ...