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。 ...

DBS Bank恢复跟踪海尔智家A股，评级买进，目标价32元人民币。 ...

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） 《海尔兄弟》1995年起播放，于2001年完结，共212集。 （豆瓣截图） 《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。 （来源：@新浪科技、北京日报） ...

Market Overview - The white goods sector increased by 0.27% on August 26, with TCL Smart Home leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - TCL Smart Home (002668) closed at 11.05, up 4.54% with a trading volume of 505,800 shares and a turnover of 556 million yuan [1] - Other notable performers include: - Snowman Electric (001387) at 14.82, up 1.30% [1] - Deep Kangjia A (000016) at 6.17, up 0.82% [1] - Midea Group (000333) at 73.80, up 0.38% [1] - Gree Electric (000651) at 48.04, down 0.12% [1] Capital Flow - The white goods sector saw a net inflow of 228 million yuan from institutional investors, while retail investors contributed a net inflow of 290 million yuan [1] - Notable capital flows for specific stocks include: - Gree Electric (000651) with a net inflow of 13.8 million yuan from institutional investors [2] - Midea Group (000333) with a net inflow of 11 million yuan from institutional investors [2] - TCL Smart Home (002668) with a net inflow of 44.56 million yuan from institutional investors [2]

Core Viewpoint - Haier Smart Home is a leading provider of home appliance solutions, with a strong market presence and diversified business operations across various sectors [2][7]. Company Overview - Haier Group was founded in 1984, initially focusing on refrigerator production and later expanding into home appliances, IT products, logistics, finance, real estate, and biopharmaceuticals [2]. - The company has maintained a global retail market share of 10.2% in 2014, ranking as the world's largest home appliance brand for six consecutive years [2]. - Haier Smart Home's main business includes the research, production, and sales of appliances such as refrigerators, washing machines, air conditioners, and kitchen appliances, along with providing smart home solutions [3][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]. - The company has distributed a total of 46.155 billion yuan in dividends since its A-share listing, with 21.766 billion yuan distributed in the last three years [8]. Shareholder Structure - The top ten circulating shareholders include significant institutional investors such as Central Huijin Asset Management and China Securities Finance Corporation [3][9]. - As of March 31, 2025, the number of shareholders reached 188,700, an increase of 13.34% compared to the previous period [7]. Market Activity - On August 26, Haier Smart Home's stock rose by 0.27%, with a trading volume of 1.117 billion yuan and a turnover rate of 0.68%, leading to a total market capitalization of 246.395 billion yuan [1]. - The stock has seen a net inflow of 16.634 million yuan from major investors today, with a total net inflow of 125 million yuan over the past two days [4][5].