Core Viewpoint - Aokema plans to establish a smart manufacturing factory in Indonesia with an annual production capacity of 500,000 refrigerators [1] Investment Details - The total investment for the project is approximately 360 million RMB [1] - Land acquisition and construction investment is around 300 million RMB, while the registered capital and other working capital amount to 60 million RMB [1] - The project will be carried out in two phases [1]

Group 1: Market Overview - As of March 31, 2025, there are 11 A-share listed companies in Qingdao West Coast New Area, with a total market capitalization of 197.499 billion yuan, accounting for 24% of the total market capitalization of A-share listed companies in the city [1] - The total assets of these 11 companies reached 201.772 billion yuan in the first quarter, representing a year-on-year growth of 7.8%, and accounting for 10% of the total assets of A-share listed companies in the city [2] - The total operating revenue of these companies was 33.661 billion yuan in the first quarter, with a year-on-year increase of 5.7%, making up 20.5% of the total operating revenue of A-share listed companies in the city [3] Group 2: Company Performance - In the first quarter, the 11 A-share listed companies achieved a net profit attributable to shareholders of 2.996 billion yuan, reflecting a year-on-year growth of 2%, and accounting for 21% of the total net profit of A-share listed companies in the city [5] - Seven companies in the area reported positive growth in net profit, with Qingdao Port and Sailun Tire each exceeding 1 billion yuan in net profit for the first quarter [5] - Notably, Sanxiang Technology reported a significant increase in net profit, with a year-on-year growth of over 320% [5] Group 3: Individual Company Highlights - Hisense Visual achieved an operating revenue of over 13 billion yuan in the first quarter, with a year-on-year growth of 5.3% [4] - Sailun Tire reported an operating revenue exceeding 8 billion yuan, with a year-on-year increase of 15.3% [4] - Huicheng Environmental Protection saw a substantial increase in total assets, with a year-on-year growth of 55% in the first quarter [2]

Core Viewpoint - The white goods industry is entering a "folding era," where major players like Midea Group, Haier Smart Home, and Hisense dominate 95% of industry profits, leaving smaller brands struggling for survival [2][3]. Group 1: Industry Overview - The white goods sector is characterized by a significant concentration of profits among a few large companies, with Midea, Haier, and Hisense leading the market [2]. - Smaller brands face challenges due to cost pressures and technological gaps, leading to a "survival of the fittest" scenario [2][3]. - The competition is intensifying with a focus on smart and scenario-based ecosystems, which raises the entry barriers for smaller players lacking technological depth [2]. Group 2: Financial Performance of Major Players - Midea Group reported a revenue of 407.15 billion yuan and a net profit of 38.54 billion yuan in 2024, marking a 9.44% increase in revenue and a 14.29% increase in net profit compared to 2023 [4][5]. - Haier Smart Home achieved a revenue of 285.98 billion yuan and a net profit of 18.74 billion yuan, with a strong presence in the high-end market [5]. - Hisense's revenue reached 92.75 billion yuan with a net profit of 3.35 billion yuan, but it faces cash flow challenges and increasing debt levels [6]. Group 3: Challenges Faced by Smaller Brands - Whirlpool's revenue declined by 8.85% to 3.65 billion yuan, but its net profit surged by 148.72% due to drastic cuts in marketing expenses [8][16]. - Aucma reported a revenue drop of 15.99% to 7.82 billion yuan, with a net loss of 48.53 million yuan, highlighting its precarious position in the market [18][22]. - Long-term survival for smaller brands is threatened by rising costs and a lack of competitive advantages, as evidenced by their low profit margins and market share erosion [7][8]. Group 4: Market Dynamics and Future Outlook - The white goods industry is witnessing a "Matthew effect," where the rich get richer, and smaller players are increasingly marginalized [2][22]. - The competition is not merely about size but also about technological advancement and operational efficiency, leading to a scenario where "smart manufacturing" outpaces traditional methods [22]. - By 2025, the list of survivors in the white goods industry is expected to shrink further, emphasizing the need for technological depth and strategic focus to avoid obsolescence [22].

Overall Landscape - The top brands in the home freezer market are performing steadily, with Rongshida emerging as a "dark horse" by jumping from 16th to 8th place in the rankings [4] - The total index of brand reputation shows that Aucma, Midea, and Haier occupy the top three positions, while brands like Rongsheng, Xingxing, and Meiling consistently remain in the top ten [4] Data Structure Characteristics - A total of 16,692 million data points were monitored, with social data accounting for the highest proportion at 45.5%, followed by search data at 40.9% and e-commerce data at 36.6%, indicating a consumer preference for discussing freezer products on social platforms [6] Core Dimension Analysis - **Brand Awareness**: Aucma, Midea, and Haier lead in brand awareness, with Aucma having extensive market coverage and marketing volume [7] - **Consumer Interaction**: Midea, Aucma, and Haier continue to lead in consumer interaction, with Rongshida and Xingxing entering the top ten, highlighting the importance of social marketing [9] - **Brand Reputation**: Aucma ranks first in brand reputation, followed by Midea and Haier, with Rongshida and Xingxing entering the top ten due to product innovation and service optimization [12] - **Quality Recognition**: Aucma, Midea, and Haier dominate the quality recognition rankings, reflecting stable quality control and authoritative certifications [15] - **Product Approval**: Aucma leads in product approval due to high cost-performance and durability, with Midea and Xingxing following [19] - **Brand Health**: Aucma, Xingxing, and Tongshuai rank highest in brand health, indicating their ability to manage negative public sentiment effectively [22] Demographic Characteristics - Males account for 56.6% of interest in home freezers, while females account for 43.4%; the age group of 30-39 years constitutes 35.7% of the core audience [25] Insights from Top Ten Brands - The top ten brands for 2024 are Aucma, Midea, Haier, Rongsheng, Xingxing, Meiling, Tongshuai, Rongshida, Hisense, and Xinfeng, with a balanced distribution across six dimensions, particularly in quality recognition and brand reputation [27] Industry Trends and Recommendations - The report indicates a shift in the freezer industry from "functional competition" to "reputation competition," emphasizing the need for brands to strengthen reputation management across all channels, especially on social platforms [28]

证券代码：600336 证券简称：澳柯玛 编号：临 2025－024 澳柯玛股份有限公司 关于参加 2025 年青岛辖区上市公司投资者 网上集体接待日暨 2024 年度业绩说明会活动的公告 为进一步加强与投资者的互动交流，构建和谐投资者关系，并便于广大投资者更全 面深入地了解澳柯玛股份有限公司（以下简称"公司"）2024 年年度经营成果、财务状 况等，公司将参加由青岛证监局指导，青岛市上市公司协会与深圳市全景网络有限公司 联合举办的"2025 年青岛辖区上市公司投资者网上集体接待日暨 2024 年度业绩说明会 活动"，就投资者关心的问题进行沟通与交流。现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）；或关注微信公众号（名称：全景财经）；或下载全景路演 APP, 参与本次互动交流。活动时间为 2025 年 5 月 12 日（周一）15:00-17:00。届时公司董 事长张斌先生、董事会秘书兼财务负责人徐玉翠女士、独立董事周咏梅女士、总会计师 韩冰先生、证券事务代表季修宪先生（如有特殊情况，参会人员可能进行调整）将以在 线交流形式，就公 ...

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证券代码：600336 证券简称：澳柯玛 编号：临 2025-014 澳柯玛股份有限公司九届七次监事会决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 澳柯玛股份有限公司九届七次监事会于 2025 年 4 月 29 日在公司会议室以现场+通讯 方式召开，应出席监事 5 人，实际出席监事 5 人，其中监事宁文红女士以通讯方式出席 本次会议并表决。会议由公司监事会主席主持。本次会议符合有关法律、行政法规、部 门规章、规范性文件及公司章程的规定。 会议经审议，通过如下决议： 一、审议通过《关于公司 2024 年度财务决算报告的议案》，5 票同意，0 票反对，0 票弃权。 报告期内，监事会对公司定期报告（含财务报告）编制、募集资金存放与使用等事 项进行了严格监督与审核。监事会认为公司财务会计内控制度完善，财务体系运作规范， 能够有效防范各类经营风险，未发生控股股东及关联方非经营性占用上市公司资金和资 产流失等情况，符合相关法律法规及公司《章程》的规定。公司 2024 年度各期财务报 告客观、真实、准确地反映了公司的财务状况及经 ...

证券代码：600336 证券简称：澳柯玛 编号：临 2025－013 澳柯玛股份有限公司九届十四次董事会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 澳柯玛股份有限公司九届十四次董事会于 2025 年 4 月 29 日在公司会议室以现场+ 通讯方式召开，应出席董事 9 人，实际出席董事 9 人，其中董事孙明铭先生以通讯方式 出席本次会议并表决。会议由公司董事长主持，公司监事、部分高级管理人员等列席会 议。本次会议符合有关法律、行政法规、部门规章、规范性文件和公司章程的规定。 会议经审议，通过如下决议： 第一项、审议通过《关于公司 2024 年度总经理工作报告的议案》，9 票同意，0 票 反对，0 票弃权。 第二项、审议通过《关于公司 2024 年度董事会工作报告的议案》，9 票同意，0 票 反对，0 票弃权。 第三项、审议通过《关于公司 2024 年度财务决算报告的议案》，9 票同意，0 票反 对，0 票弃权。 第四项、审议通过《关于公司 2024 年年度报告及摘要的议案》，9 票同意，0 票反 对，0 票弃权。 ...

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