金十图示：2025年07月31日（周四）富时中国A50指数成分股午盘收盘行情一览：多数板块下跌，银行股涨跌互现 2433.44亿市值 1886.09亿市值 6831.53亿市值 43.93亿成交额 5.84亿成交额 8.99亿成交额 15.71 27.92 9.17 -0.78(-2.72%) -0.27(-1.69%) -0.09(-0.97%) 证券 电池 宁德时代 中信证券 国泰海通 CATL 4366.13亿市值 3607.04亿市值 12306.03亿市值 71.39亿成交额 18.54亿成交额 15.98亿成交额 269.91 29.46 20.46 -0.40(-1.92%) -7.18(-2.59%) -0.32(-1.07%) 消费电子 互联网服务 XD工业富 立讯精密 东方财富 7042.17亿市值 2715.88亿市值 3732.91亿市值 17.55亿成交额 47.18亿成交额 69.90亿成交额 35.46 37.45 23.62 -0.19(-0.80%) +2.82(+8.64%) -0.29(-0.77%) 家电行业 食品饮料 格力电器 海尔智家 海天味业 油气电音 2255. ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监 CFO群体薪酬规模合计达42.70亿元，平均年薪为81.48万元。 登录新浪财经APP 搜索【信披】查看更多考评等级 就年龄结构而言，2024年家用电器上市公司CFO平均年龄为47.79岁，40-50岁群体约占48.5%，50岁以上群体约占37.4%，30-40岁群体约占14.1%。其中，男 性占比55.6%，平均年龄为48.71岁，49.1%超过50岁，40岁以下的CFO仅有5名；女性占比44.4%，平均年龄为46.64岁，34.1%在50岁以上，40岁以下的CFO 共9名。 年龄最大的男性CFO为供职于禾盛新材的周万民，现已67岁。彩虹集团的女性CFO刘群英目前61岁，在公司担任董事、副总经理和财务总监。联域股份的董 事会秘书、财务总监李群艳和天银机电的副总经理、财务总监李荟都为"90后"女性，年龄在35岁以下。 就任职期限而言，2024年家用电器上市公司CFO任职期在 ...

Group 1 - The core idea of the article is that brand equity is shifting from being controlled by companies to being co-created by users, highlighting the importance of user-generated content (UGC) in modern marketing strategies [4][30][32] - Traditional brand equity was built through a top-down approach, focusing on logos, slogans, and advertisements, while the new paradigm emphasizes user-led creation and interaction [8][10][12] - Companies like Alibaba and ByteDance have recognized this shift, promoting concepts like "consumer assets" and "community assets" to engage users in the brand-building process [4][8][30] Group 2 - User-generated content (UGC) enhances authenticity and credibility, as consumers trust peer recommendations over polished advertisements [10][11] - UGC fosters stronger engagement and loyalty, as users feel a sense of ownership and connection to the brand when they contribute creatively [12][13] - The ability of UGC to expand brand meanings and interpretations allows for a richer and more diverse brand narrative [14][15] Group 3 - UGC spreads rapidly and widely due to its decentralized nature, leading to viral marketing effects that traditional advertising struggles to achieve [18][21] - Successful UGC marketing can significantly reduce costs, as brands can leverage user creativity without extensive advertising budgets [21][30] - Brands must adapt to this new landscape by embracing user creativity, engaging in two-way communication, and allowing for organic content creation [22][29][30] Group 4 - Companies should cultivate a long-term dialogue with users, treating them as partners in the brand development process [29][30] - The role of brand managers is evolving to focus on community engagement and ecosystem maintenance rather than solely on advertising [31][32] - The measurement of brand equity is transitioning from static metrics to dynamic indicators of user participation and community resilience [32][33]

Group 1 - The 2025 Fortune Global 500 list was released, with Walmart ranked as the largest company for the twelfth consecutive year, followed by Amazon and China's State Grid Corporation [1] - The revenue threshold for this year's list was $32.2 billion, an increase of approximately $100 million from last year [2] - A total of 130 Chinese companies made the list, with five from Shandong province, including Shandong Energy Group (ranked 82), Shandong Weiqiao Pioneering Group (ranked 166), Haier Smart Home (ranked 390), Shandong High-Speed Group (ranked 401), and Shandong Gold Group (ranked 465) [2] Group 2 - The ranking of Shandong companies reflects the province's economic structure and characteristics [3] - The Fortune Global 500 list is recognized for its rigorous selection process, requiring companies to disclose financial data and rank based on revenue, which is less influenced by financing activities and tax policies [4] - Among the Shandong companies, Haier Smart Home had the highest profit, with overseas revenue accounting for over 50% in 2024, indicating its global expansion strategy [5] Group 3 - Haier Smart Home has made significant investments globally, including a $490 million washing machine factory in the U.S. and new production facilities in Egypt and Thailand [5] - The smart home appliance industry, led by Haier Smart Home, is a key competitive sector in Qingdao, with plans to reach a scale of 420 billion yuan by 2027 [7] - Shandong has potential companies like Weichai Power, which is close to the revenue threshold for the Fortune Global 500, indicating further growth opportunities [8]

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000333 | 美的集团 | 1.45 Z | 4.88% | -6259.91万 | -2.11% | -8202.71万 | -2.77% | | 000651 | 格力电器 | 6842.10万 | 4.61% | -5000.48万 | -3.37% | -1841.62万 | -1.24% | | 000016 | 深康佳A | 4920.39万 | 12.02% | -101.50万 | -0.25% | -4818.89万 | -11.78% | | 600690 海尔智家 | | 3230.23万 | 4.03% | -1128.27万 | -1.41% | -2101.97万 | -2.62% | | 002668 TCL智家 | | 1396.78万 | 9.14% | -5869.00 | 0.00% | -1396.19万 | -9.13% | ...

在应对高温市场需求的过程中，海尔空调展现出其能协同解决多方面的综合实力。凭借其在15秒快速制 冷、净省电高效节能等用户关切领域的技术投入，以及在服务保障能力上的持续建设，满足了高温下的 用户痛点需求。特别是在响应集中采购和快速安装方面，海尔为北京大学、清华大学等众多高校提供了 空调产品与服务，有效满足了特定场景下的紧急需求。 虽然高温带来的市场扩容吸引了众多品牌参与，但真正的竞争壁垒在于综合能力的构建，头部品牌依然 在竞争中占据优势。海尔空调的上述投入，是其在此次高温期市场份额表现的因素之一。 全国持续的高温天气，如同催化剂般显著推升了空调市场的整体需求，行业竞争随之进入白热化阶段， 各品牌为抢占份额纷纷发力：有的通过全渠道价格策略稳固规模，有的则侧重宣传升级包修服务强化信 任，各显神通。 正是在这股席卷全国的热浪冲击下，原有的市场格局开始经受前所未有的考验，随时面临被"烧塌"重塑 的可能。 根据GfK中怡康最新监测数据（W29），海尔空调当周零售份额为26.8%，在行业中排名第二。值得关 注的是，这已是海尔在最近的五周内第三次位居行业第二。同时，在上半年的零售额与零售量这两项核 心增长指标上，海尔也是TOP ...

Group 1 - The conference "Smart Future - Nanny Robot Conference" focused on the development paths of the smart elderly care and smart home industries, highlighting the increasing demand for family care solutions due to aging population and digital transformation [1] - Haier Group's CEO emphasized that nanny robots, which can address household chores, care, and emotional needs, are set to become more ubiquitous than cars as essential household infrastructure [1] - The aging population in China has surpassed 20%, leading to a surge in family care demands, while advancements in AI technology enable machines to understand human intentions and perform complex tasks [1] Group 2 - Haier has already initiated its layout in the family service robot sector, establishing Haier Brothers Robot Technology (Qingdao) Co., Ltd. in January, focusing on AI software development and robot sales [2] - The company announced a strategic investment in Shanghai New Times (002527) to enhance its industrial robot portfolio, implementing a "platform + robot" strategy [2] - The CEO outlined a comprehensive ecosystem for family service robots, involving a large model in the cloud, smart agents at home, and AI terminals on the ground to enhance service quality [2] Group 3 - The evolution of family service robots is expected to progress through three stages: a mechanical stage in the next 1-2 years, a tool interaction stage in 3-5 years, and a long-term physical intelligence stage [3] - The mechanical stage will focus on physical tasks like cleaning and organizing, while the tool interaction stage will enable robots to use human tools for tasks like washing dishes and laundry [3] - The final stage will involve robots achieving safe physical interactions, such as hugging and supporting, which would grant them a status akin to family members [3]

Core Insights - Emerging markets are increasingly important for home appliance companies, with Malaysia being a key player in the ASEAN economic circle due to its population of 33 million and an average GDP growth rate exceeding 4% [1] - The home appliance market in Malaysia has long been dominated by Japanese and Korean brands since the 1970s, but this stable market structure is now experiencing structural changes [1] - Chinese brands, particularly Haier Smart Home, are capitalizing on the deepening economic cooperation between China and ASEAN, benefiting from reduced tariffs and collaborative industrial chains [1][2] Market Dynamics - Malaysia's tropical climate presents specific market challenges, such as the growth of mold in air conditioning units, which affects user experience and poses health risks [1] - Haier Smart Home has responded to local needs by offering differentiated products, such as UV smart air conditioners that address mold issues and freezers with features like refrigeration and freezing conversion [2] Competitive Position - Haier Smart Home has gradually increased its market share in Malaysia, particularly in the freezer and air conditioning segments, with GfK data indicating a market share of over 40% for freezers and a year-on-year increase to 16.7% for air conditioners by Q1 2025 [1][2] - The company's success in Malaysia serves as a case study for Chinese home appliance brands, demonstrating how technological innovation and deep localization can help break traditional market structures and compete in the global high-end market [2]

Core Insights - Emerging markets are increasingly important for home appliance companies, with Malaysia being a key player in the ASEAN economic zone, boasting a population of 33 million and an average GDP growth rate exceeding 4% [1] - The home appliance market in Malaysia has long been dominated by Japanese and Korean brands since the 1970s, but this stable market structure is now experiencing structural changes due to deepening China-ASEAN economic cooperation [1] - Local climate conditions in Malaysia create specific market pain points, such as mold growth in air conditioning units, which impacts user experience and poses health risks [1] Company Performance - Haier Smart Home has successfully expanded its market share in Malaysia, particularly in the refrigerator and air conditioning segments, with GfK data indicating that Haier's refrigerator market share exceeded 40% in mainstream channels by Q1 2025, ranking first [1] - The air conditioning market share for Haier increased to 16.7%, also placing it at the top of the market [1] - The success of Haier in Malaysia is attributed to a deep understanding of the market, with over 1,400 sales outlets and 55 flagship stores targeting specific segments such as the Chinese community and local families [2] Product Innovation - Haier's UV smart air conditioning units address the local humid climate by preventing mold growth, while their refrigerators feature functions like refrigeration and freezing conversion and smart temperature control, making them popular among supermarkets and hotels [2] - The case of Haier in Malaysia exemplifies how Chinese home appliance brands can leverage technological innovation and localized operations to break through traditional market structures, providing a strong reference for competing in the global high-end market [2]

Industry Overview - The global smart home market is experiencing rapid growth, driven by advancements in IoT technology and increasing consumer demand for quality of life [1] - According to Statista, the global smart home market size is projected to reach approximately $154.37 billion in 2024, with a compound annual growth rate (CAGR) of 9.55% from 2025 to 2028, potentially exceeding $231.57 billion by 2028 [1] Company Performance - Haier Smart Home has launched the hOn APP for European users, which has surpassed 10 million users, showing a year-on-year growth of over 40% [1][2] - The hOn APP has achieved a total of 900 million interactions annually, with a stable daily active user count of around 130,000 [1] - Haier's strategy focuses on a "whole-home smart ecosystem," integrating products from Haier, Candy, and Hoover to break down category barriers and achieve cross-device collaboration [1] Market Impact - The smart solutions provided by the hOn APP enhance user experience and drive market growth across Haier's various product lines in Europe [2] - In Spain, Haier's refrigerators hold the top market share, while in Italy, Haier's white goods rank second, with Candy leading the washing machine market [2] - In France, Haier's differentiated three-door Combi refrigerators are the best-selling in the €700 price segment [2] Competitive Position - The hOn APP's user milestone reflects Haier Smart Home's successful global implementation of its smart strategy and showcases the international competitiveness of Chinese brands in the smart home sector [2] - The transition from product export to smart ecosystem export indicates that Chinese brands are collaboratively building a seamless smart home experience with global users [2]