Core Viewpoint - Haier Smart Home experienced a decline of 1.83% on August 27, with a trading volume of 1.591 billion yuan and a market capitalization of 241.892 billion yuan [1] Company Overview - Haier Group, founded in 1984, has expanded from producing refrigerators to a wide range of sectors including home appliances, IT, logistics, finance, real estate, and biopharmaceuticals, becoming a global leader in providing solutions for a better life [2] - The company holds a 10.2% share of the global retail volume in 2014, maintaining its position as the world's largest home appliance brand for six consecutive years [2] Shareholder Structure - Among the top ten circulating shareholders, Central Huijin Asset Management and China Securities Finance Company are included [3] - The controlling shareholder, Haier Group, has invested in wireless charging technology and has been involved in setting national industry standards for wireless energy transmission [3] Business Operations - Haier Smart Home's main business includes the research, production, and sales of home appliances such as refrigerators, kitchen appliances, air conditioners, washing machines, and smart home solutions [3][7] - The revenue composition is as follows: refrigerators 29.11%, washing machines 22.04%, air conditioners 17.15%, kitchen appliances 14.38%, equipment and channel services 11.33%, water appliances 5.51%, and other businesses 0.49% [7] Financial Performance - For the period from January to March 2025, Haier Smart Home achieved a revenue of 79.118 billion yuan, representing a year-on-year growth of 14.70%, and a net profit attributable to shareholders of 5.487 billion yuan, up 14.95% year-on-year [7] Dividend Distribution - Since its A-share listing, Haier Smart Home has distributed a total of 46.155 billion yuan in dividends, with 21.766 billion yuan distributed in the last three years [8] Institutional Holdings - As of March 31, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 581 million shares, and several ETFs, with notable reductions in holdings compared to the previous period [9]

海尔集团公司（海尔集团）旗下卡泰驰控股（Cartech Holding Company）今日正式宣布，成功完成战略 入股汽车之家的交易交割及董事会改组。汽车之家正式成为海尔汽车产业生态的新成员。如此前公告所 述，海尔集团通过旗下卡泰驰控股以总价约18亿美金收购中国平安旗下云辰资本（Yun Chen Capital Cayman）持有的汽车之家约43.0%的股份（基于截至2025年6月30日汽车之家已发行在外股份），成为 汽车之家控股股东。中国平安财产保险股份有限公司（平安产险）将继续作为汽车之家的主要股东之 一，通过云辰资本间接持有在汽车之家约5.1%的股份，并保留一个董事会席位。 ...

Market Overview - The white goods sector experienced a decline of 1.66% on August 27, with major stocks like Deep Konka leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - Key stocks in the white goods sector showed the following performance: - Hisense Electric: Closed at 25.42, down 0.74% with a trading volume of 238,400 shares and a turnover of 614 million yuan [1] - Midea Group: Closed at 72.71, down 1.48% with a trading volume of 488,400 shares and a turnover of 3.606 billion yuan [1] - Gree Electric: Closed at 47.24, down 1.67% with a trading volume of 693,500 shares and a turnover of 3.313 billion yuan [1] - Haier Smart Home: Closed at 25.78, down 1.83% with a trading volume of 1,606,800 shares and a turnover of 1.591 billion yuan [1] - Whirlpool: Closed at 10.85, down 2.95% with a trading volume of 66,300 shares and a turnover of 73.269 million yuan [1] - TCL Smart Home: Closed at 10.71, down 3.08% with a trading volume of 294,100 shares and a turnover of 323 million yuan [1] - Snowman Electric: Closed at 14.34, down 3.24% with a trading volume of 55,200 shares and a turnover of 80.857 million yuan [1] - Changhong Meiling: Closed at 7.66, down 3.28% with a trading volume of 285,900 shares and a turnover of 223 million yuan [1] - Aucma: Closed at 7.08, down 4.19% with a trading volume of 320,900 shares and a turnover of 232 million yuan [1] - Deep Konka A: Closed at 5.89, down 4.54% with a trading volume of 1,730,600 shares and a turnover of 1.048 billion yuan [1] Capital Flow - The white goods sector saw a net outflow of 651 million yuan from institutional investors and 182 million yuan from retail investors, while there was a net inflow of 833 million yuan from individual investors [1] - Detailed capital flow for key stocks includes: - Hisense Electric: Net inflow of over 9.994 million yuan from institutional investors, but a net outflow of 26.163 million yuan from retail investors [2] - Snowman Electric: Net outflow of 723,500 yuan from institutional investors, with a net inflow of 519,630 yuan from retail investors [2] - Whirlpool: Net outflow of 3.6414 million yuan from institutional investors, with a net inflow of 391,560 yuan from retail investors [2] - Midea Group: Net outflow of 19.3266 million yuan from institutional investors, with a net inflow of 14 million yuan from retail investors [2] - TCL Smart Home: Net outflow of 22.2918 million yuan from institutional investors, with a net inflow of 1.54657 million yuan from retail investors [2] - Changhong Meiling: Net outflow of 23.8225 million yuan from institutional investors, with a net inflow of 2.21678 million yuan from retail investors [2] - Aucma: Net outflow of 39.0141 million yuan from institutional investors, with a net inflow of 22.5126 million yuan from retail investors [2] - Deep Konka A: Net outflow of 82.9116 million yuan from institutional investors, with a net inflow of 117 million yuan from retail investors [2] - Haier Smart Home: Net outflow of 1.64 million yuan from institutional investors, with a net inflow of 19.1 million yuan from retail investors [2] - Gree Electric: Net outflow of 30.5 million yuan from institutional investors, with a net inflow of 131.3 million yuan from retail investors [2]

Group 1 - The core viewpoint of the article highlights the positive performance of Hong Kong home appliance stocks, driven by government subsidies for appliance upgrades and replacements [1] - TCL Electronics led the gains with an increase of over 6%, followed by Hisense Home Appliances with a 3% rise, and Skyworth Group with an increase of over 1% [1] - The government has initiated a new round of subsidies for appliance purchases, offering up to 20% for first-level energy/water efficiency products and 15% for second-level products, with a significant 30% subsidy for home modification products aimed at elderly care [1] Group 2 - According to Guojin Securities, the outlook for the home appliance sector is mixed: white goods are slightly under pressure, black goods are stable, kitchen and bathroom appliances are stabilizing at the bottom, and vacuum cleaners maintain high demand [1] - Year-to-date, retail sales of home appliances have shown strong growth, supported by domestic subsidies, indicating resilient demand, while emerging market demand is expected to drive export growth [1]

据海尔集团消息，8月26日，海尔集团董事局主席、首席执行官周云杰在《海尔兄弟》续集创作发布会上揭晓《海尔兄弟》续集上线时间确定： 2027年春节前后。 （齐鲁晚报·齐鲁壹点客户端编辑 武秀英 综合 新浪科技、北京日报、公开资料） 《海尔兄弟》主要讲述一对由智慧老人所创造的海尔兄弟和他们的朋友，为解决人类面临的灾难和解开无尽的自然之谜而环游世界，最后回到他 们的诞生地太平洋的神奇历险故事。 （豆瓣截图） 他介绍到："《海尔兄弟》续集分四季100多集，每集10分钟左右。" （图源：豆瓣） 《海尔兄弟》1995年起播放，于2001年完结，共212集。资料显示，《海尔兄弟》是由海尔集团、北京红叶电脑动画制作技术有限公司联合出品的 科普性系列动画片，总计212集，其中前106集于1995年起播放，1998年完结。 ...

Core Viewpoint - The launch of the sequel to "Haier Brothers" marks a significant cultural event, aiming to create a new model of collective creation for a classic IP, engaging multiple generations and diverse wisdom [2][22]. Group 1: Event Overview - The sequel creation plan was officially announced at a press conference in Beijing, co-hosted by Haier Group and Beijing Broadcasting Television Station [2]. - Key figures in attendance included Xu Tao, Vice Secretary of the Party Group and Editor-in-Chief of Beijing Broadcasting Television Station, and Zhou Yunjie, Chairman and CEO of Haier Group [2]. Group 2: Historical Context - "Haier Brothers," first aired in 1995, is recognized as China's first large-scale educational animated series, blending adventure with rich multidisciplinary knowledge [4]. - The series has become a cultural symbol for the "post-80s" and "post-90s" generations, representing a significant part of their childhood [4]. Group 3: Reasons for the Sequel - Xu Tao highlighted three reasons for creating the sequel: the curiosity about the unknown secrets of Earth, the desire to fulfill individual curiosity while passing on culture and warmth, and Haier's unique blend of scientific and artistic qualities [6]. Group 4: Creative Process - The original creators shared nostalgic memories and valuable materials from the first series, emphasizing the imaginative process behind the adventure scenes [8]. - The sequel's directors discussed advancements in animation technology and changing viewer demands, focusing on how to continue the classic narrative [10]. Group 5: Sequel Features - The sequel will maintain the "science + adventure" core while integrating modern technological advancements to fit the 21st-century scientific context [11]. - The storyline will expand from terrestrial exploration to deep-sea and space adventures, with a planned duration of approximately 10 minutes per episode across four seasons, totaling over 100 episodes [19]. Group 6: Community Engagement - The sequel aims to involve the audience as "co-creators," allowing them to influence story elements and character dialogues, thus transforming viewers into active participants [18]. - Zhou Yunjie emphasized the importance of collective creativity, stating that the sequel is not merely a continuation of the story but a scientific co-creation ecosystem [17]. Group 7: Industry Impact - Experts expressed optimism about the sequel's potential to represent a new model for artistic innovation and industry integration in Chinese animation [20]. - The project is expected to influence the new generation and effectively tell Chinese stories on the global stage [20].

Market Performance - Global markets continued to rise last week, with MSCI Global up by 1.5%, MSCI Developed up by 1.5%, and MSCI Emerging up by 1.3%[3] - The US stock market's earnings expectations for 2025 were revised upward, with the S&P 500 EPS forecast increased from 268 to 269[4] Economic Expectations - Global economic expectations were adjusted upward, with the Citigroup Economic Surprise Index for the US rising due to dovish signals from the Fed[4] - The issuance of new special bonds by local governments reached 2392.7 billion CNY, a year-on-year increase of 76.7%[19] Industry Insights - In the home appliance sector, TCL Electronics reported a total revenue of 54.777 billion HKD for H1 2025, a year-on-year increase of 20.4%[15] - The gaming industry saw a record high of 166 domestic game approvals in August, with a total of 1050 approvals in the first eight months of 2025, significantly higher than the previous year's 850[31] Investment Recommendations - In the home appliance sector, recommended stocks include Stone Technology and Ecovacs for their strong performance and growth potential[14] - For the construction industry, low valuation high-dividend companies such as China State Construction and China Railway Construction are recommended due to their expected benefits from PPP policy catalysts[39]

Group 1 - The washing machine industry experienced a significant online retail volume growth of 22.1% and a retail value growth of 31.6% from January to July 2025, driven by consumption upgrades and policy stimulation [1] - Haier's online market share reached 38.8%, making it the industry leader and the only top three brand with positive growth, while other leading companies saw a decline in market share [1] - Haier's sustained leadership is attributed to its deep understanding of user needs and precise technological responses, shifting consumer demand from basic cleaning to a comprehensive experience that includes quick washing, delicate care, and health considerations [1] Group 2 - Haier's core advantage lies not only in product innovation but also in its mastery of technological discourse, having won national science and technology progress awards and accumulated nearly 4,000 invention patents in key areas such as cleaning, noise reduction, and smart control [2] - The continuous increase in market share is also linked to Haier's successful digital transformation, which enhances operational efficiency across research, manufacturing, supply chain, logistics, and provides a comprehensive service experience for consumers [2] - The washing machine market is moving away from price wars and parameter comparisons towards deeper user scenario integration and technological accumulation, emphasizing the importance of addressing unspoken user pain points to build genuine differentiation [2]

据海尔集团消息，8月26日，"老朋友，新探险——《海尔兄弟》续集创作发布会"在北京召开，海尔集 团携手北京广播电视台卡酷少儿卫视，正式启动续集创作计划。启动会现场，海尔集团党委书记、董事 局主席、首席执行官周云杰回答了网友最关心的五个问题：1、此次续集创作，时长基本会延续上一 版，每集大约10分钟，初步规划4季、100多集内容；2、动画片的方向上，会延续科普主题，但是探索 范围会更广，从陆地到深海，从地球走向太空；3、新动画会在保留经典海尔兄弟形象的基础上，画风 更加现代、细腻；4、关于登场人物，老朋友从未离开，新朋友还会到来；5、首季预计会在2027年春节 前后跟大家正式见面。 ...

转自：北京日报 海尔集团董事局主席、首席执行官周云杰在《海尔兄弟》续集创作发布会上揭晓《海尔兄弟》续集上线时间确定：2027年春节前后。他介绍 到："《海尔兄弟》续集分四季100多集，每集10分钟左右。" 图源：豆瓣 豆瓣截图 （@新浪科技、北京日报） 《海尔兄弟》1995年起播放，于2001年完结，共212集。 《海尔兄弟》主要讲述一对由智慧老人所创造的海尔兄弟和他们的朋友，为解决人类面临的灾难和解开无尽的自然之谜而环游世界，最后回到他 们的诞生地太平洋的神奇历险故事。 ...