Group 1: AI Integration in Retail - AI technology is becoming a key driver for enhancing efficiency in consumer insights and customer segmentation within retail companies [1][2] - Companies like Bailian Group are implementing AI systems to analyze customer flow metrics comprehensively, aiming to transform the "people-goods-scene" relationship [2][3] - The Shanghai government is promoting the integration of AI, virtual reality, and big data in the retail sector to boost consumption [2] Group 2: New Product Development and Innovation - AI is facilitating the rapid iteration of new products and innovative scenarios in the consumer market, as seen in Bailian Group's use of humanoid robots for fashion shows [4] - Sichuan Changhong is leveraging AI to create new product experiences, such as the AI TV and air conditioning units that adapt to user preferences [4][5] - Hisense is developing an integrated AI capability system that enhances smart home interactions through personalized services [5][6] Group 3: Enhanced Consumer Experience - AI applications are improving consumer experiences, as demonstrated by the strategic partnership between Proya and Ant Group's AI subsidiary to enhance customer service [3] - The introduction of AI-driven tools, such as digital influencers and automated resource allocation during peak shopping seasons, is reshaping marketing strategies [3] - The Chinagoods AI platform allows merchants to create multilingual promotional videos, streamlining the marketing process [3]

证券代码：600839 证券简称：四川长虹 公告编号：临 2025-038 号 四川长虹电器股份有限公司 关于公司下属控股子公司涉及诉讼的进展公告 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。 重要内容提示： ●案件所处的诉讼阶段：一审已判决（尚在上诉期内，判决尚未生效） ●四川长虹电器股份有限公司（以下简称"公司"或"四川长虹"）下属公 司在案件中的当事人地位：原告 ●案件的涉案金额：判决被告苏宁易购集团股份有限公司苏宁采购中心（以 下简称"苏宁采购中心"）支付原告四川长虹佳华数字技术有限公司（以下简称 " 佳 华 数 字 " ） 货 款 本 金 720,466,948.25 元 、 资 金 占 用 损 失 包 括 以 同期全国银行间同业拆借中心公布的一年期贷款市场报价利率的 1.3 倍计算至 实际付清之日止的损失。案件受理费 4,444,655 元，由原告佳华数字负担 32,518 元，由被告苏宁采购中心、苏宁易购集团股份有限公司（以下简称"苏宁易购"）、 包头苏宁易购销售有限公司（以下简称"包头苏宁"）、大庆苏宁易购销 ...

证券代码：600839 证券简称：四川长虹 公告编号：临 2025-038 号 四川长虹电器股份有限公司 关于公司下属控股子公司涉及诉讼的进展公告 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。 重要内容提示： ●案件所处的诉讼阶段：一审已判决（尚在上诉期内，判决尚未生效） ●四川长虹电器股份有限公司（以下简称"公司"或"四川长虹"）下属公 司在案件中的当事人地位：原告 ●案件的涉案金额：判决被告苏宁易购集团股份有限公司苏宁采购中心（以 下简称"苏宁采购中心"）支付原告四川长虹佳华数字技术有限公司（以下简称 " 佳 华 数 字 " ） 货 款 本 金 720,466,948.25 元 、 资 金 占 用 损 失 包 括 以 706,032,450.81 元 为 基 数 ， 计 算 至 2024 年 9 月 13 日 的 损 失 ， 金 额 为 124,614,074.59 元；及以 706,032,450.81 元为基数，自 2024 年 9 月 14 日起按 同期全国银行间同业拆借中心公布的一年期贷款市场报价利率的 1.3 ...

证券代码：600839 证券简称：四川长虹 公告编号：临 2025-037 号 四川长虹电器股份有限公司 关于开展远期外汇交易业务的公告 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。 重要内容提示： 交易品种：普通远期、普通掉期、简单期权。 交易目的：为有效规避进出口业务和短期、中长期外币借款形成的外汇 风险（包括汇率和利率），降低汇率和利率波动对四川长虹电器股份有限公司（以 下简称"公司"）的影响，充分利用远期外汇交易产品的套期保值功能，公司拟 开展远期外汇交易业务。 资金额度：公司及下属子公司（不包括公司下属上市子公司长虹美菱股份有 限公司及其下属子公司、长虹华意压缩机股份有限公司及其下属子公司、长虹佳 华控股有限公司及其下属子公司，下同）本次远期外汇交易业务总额度不超过 31.36 亿美元，且任一时点的交易金额不得超过已审议额度。 审议程序：本次开展远期外汇交易业务已经公司第十二届董事会第二十 八次会议审议通过，尚需提交股东大会审议。 期、中长期外币借款形成的外汇风险（包括汇率和利率），降低汇率和利率波动 对公司的影响 ...

证券代码：600839 证券简称：四川长虹 公告编号：临 2025-036 号 四川长虹电器股份有限公司 第十二届董事会第二十八次会议决议公告 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。 四川长虹电器股份有限公司（以下简称"四川长虹"或"公司"）第十二届 董事会第二十八次会议通知及会议材料于 2025 年 5 月 21 日以电子邮件方式送达 全体董事，会议于 5 月 23 日以通讯方式召开。会议应出席董事 9 名，实际出席 董事 9 名，公司全体监事及高级管理人员列席了会议。会议召开符合《公司法》 及《公司章程》的规定。会议由董事长柳江先生主持，经与会董事充分讨论，审 议通过了如下决议： 一、审议通过《关于开展远期外汇交易业务的议案》 为有效规避进出口业务和短期外币借款形成的外汇风险（包括汇率和利率）， 降低汇率和利率波动对公司的影响，会议同意公司自有业务的外汇风险管理策略 如下：1.被套期项目：基于业务产生的外汇敞口及时锁定，外汇敞口包括账面资 产、账面负债和不可撤销订单；其中，不可撤销订单指尚未确认的确定承诺；尚 未确 ...

Core Viewpoint - The story highlights the emotional connection between consumers and the Changhong brand, exemplified by a consumer's decision to donate a 33-year-old packaging box of a Changhong television, symbolizing trust and loyalty to a national brand [2][7][12]. Group 1: Historical Context - The narrative begins in the 1980s when the consumer, Wei Wensong, purchased his first Changhong black-and-white television, reflecting the brand's early innovations in the television industry [2][3]. - Changhong achieved significant milestones, including the production of its first black-and-white television in 1972 and the first color television in 1976, establishing itself as a leading domestic appliance brand [2][3]. Group 2: Consumer Experience - The consumer recalls the joy and family bonding moments facilitated by the television, emphasizing the emotional significance of the Changhong brand in his life [3][8]. - The packaging box of the Changhong CK53A television, made from high-quality materials, was preserved for 33 years, serving as a durable storage solution and a testament to the product's quality [4][5]. Group 3: Brand Loyalty and Trust - The act of donating the packaging box to Changhong signifies a deep emotional connection and loyalty to the brand, reflecting a broader sentiment of trust in domestic products among consumers [6][7][12]. - The consumer's family history and experiences with Changhong products illustrate a generational commitment to supporting national brands, despite the influx of foreign competitors [8][12]. Group 4: Brand Evolution and Future - The narrative concludes with the consumer's excitement about the latest Changhong AI television, showcasing the brand's continuous innovation and adaptation to modern technology [9][10]. - Changhong is portrayed not just as a domestic appliance brand but as a symbol of Chinese manufacturing excellence, gaining recognition both nationally and internationally [11][12].

一、破茧成蝶的技术突围 如同雕琢钻石需要精准的切面设计，长虹新材料团队通过"原料选型+化学研磨"这对技术组合拳，在硅碳负极领域 实现了关键突破。据公开资料显示（来源：四川省国资委官网），该技术将材料比容量提升至450-500mAh/g区 间，相当于传统石墨负极3-4倍的储能能力。这种提升相当于把电池的"胃容量"从普通饭盒扩展到全家桶级别，让 每克材料都能存储更多能量。 化学研磨技术如同精密的分子剪刀，通过控制粒径分布与表面形貌，在微观尺度重构材料结构。这种纳米级别的 加工工艺，有效缓解了硅材料充放电过程中的体积膨胀问题——这个曾让无数科研团队头痛的"膨胀魔咒"，在长 虹实验室里找到了破解之道。 二、2000吨产能的战略布局 规划中的2000吨产能绝非简单的数字叠加。若以单吨硅碳负极材料可配套1.5GWh动力电池计算（数据来源：中国 化学与物理电源行业协会），这批材料足以支撑3GWh电池生产，相当于为6万辆续航500公里的电动汽车提供"心 脏动力源"。在绵阳经济技术开发区，智能化生产线的建设正如火如荼展开，预计将形成从原料处理到成品包装的 全流程自动化生产体系。 该项目的落地选址暗藏玄机：300公里半径内聚集了 ...

| | | 四川长虹 | 000016 | 深康佳A | -5.23 | 5.92 | -7945.49 | | --- | --- | --- | --- | --- | | 000651 | 格力电器 | 0.45 | 0.42 | -6266.68 | | 002050 | 三花智控 | -1.20 | 1.00 | -6139.00 | | 300217 | 东方电热 | -1.91 | 3.27 | -5145.94 | | 002402 | 和而泰 | -0.84 | 2.38 | -4204.35 | | 603486 | 科沃斯 | -1.54 | 0.76 | -3338.98 | | 301135 | 瑞德智能 | -4.07 | 11.08 | -3098.03 | | 002860 | 星帅尔 | -2.82 | 5.74 | -2721.50 | | 600336 | 澳柯玛 | -2.38 | 5.33 | -2539.84 | | 688609 | 九联科技 | -1.81 | 2.57 | -2529.17 | | 000541 | 佛山照明 | -2.65 | 2.33 | ...

Core Insights - The 618 Mid-Year Shopping Festival is a crucial promotional event for brands and retailers, with significant consumer engagement through trade-in programs and government subsidies in the home appliance sector [1][4] - Changhong is leveraging the "National Treasure, National Goods, National Subsidy" theme to provide substantial discounts and enhance consumer experience through AI-enabled home appliances [5][7] Group 1: Market Dynamics - The 618 shopping event's pre-sale period has been extended by over half a month, indicating its importance for first-half performance [4] - The home appliance industry has seen a notable rebound, with over 200 billion yuan in consumer spending driven by the trade-in policy, where over 90% of products sold are first-level energy efficiency [4] Group 2: Promotional Strategies - Changhong is actively promoting its trade-in program through various platforms, offering additional company subsidies on top of government incentives [5] - The collaboration with the panda IP enhances brand visibility and consumer engagement, creating a unique shopping experience that combines cultural elements with product offerings [7] Group 3: Product Innovation - Changhong's AI-enabled products, such as the AI TV and panda-themed air conditioners, showcase advanced technology and user-friendly features, enhancing the overall consumer experience [9][11] - The integration of AI in appliances aims to provide convenience and improve daily life, with products designed to meet diverse household needs [12][15] Group 4: Cultural Integration - The incorporation of panda culture into product design and marketing strategies strengthens the emotional connection with consumers, aligning with national pride and cultural identity [15][16] - Changhong's approach reflects a broader trend of merging technology with cultural narratives, enhancing brand loyalty and consumer engagement [15][17]

Core Insights - The air conditioning industry in China is undergoing a transformative shift towards smart, low-carbon, and health-oriented products by 2025, with Changhong Air Conditioning leading this revolution through technological innovation and user-centric design [1][10] - Changhong Air Conditioning has achieved significant historical breakthroughs in scale and has redefined the concept of "home" through smart integration, energy efficiency upgrades, and scenario reconstruction [1] Group 1: Technological Innovation - Changhong's digital simulation technology team is focused on solving complex issues in air conditioning product development, moving away from traditional trial-and-error methods to a comprehensive digital twin system [2][3] - The application of simulation technology has significantly reduced R&D costs and time while enhancing product reliability, positioning Changhong at the forefront of industry advancements [4] - Over 20 years of investment in simulation technology has allowed Changhong to lead in key performance indicators such as external machine low-frequency noise control [4] Group 2: Product Development - The launch of the Pro Shared Air Conditioner for living and dining rooms in 2025 represents a shift from traditional air conditioning to a more integrated space management solution [5][6] - The Pro Shared Air Conditioner features advanced airflow technology, achieving a 30% increase in airflow distance and an APF energy efficiency ratio of 5.20, which translates to significant energy savings [6] - Changhong's "Dining Room Upgrade Plan" invites users to participate in product optimization, emphasizing a collaborative approach to product development [7] Group 3: Historical Context - Changhong Air Conditioning was established in 1995 with a significant investment of 1 billion yuan, becoming a key player in China's air conditioning manufacturing sector [8] - The company has introduced several groundbreaking products over the years, including the first all-DC inverter air conditioner in 1999 and the first 5A-level fresh air conditioner in 2023 [9] - Continuous technological iterations have led to an annual growth of 23% in patent holdings and the revision of 11 industry standards in the past five years, marking a transition from technology follower to standard setter [9]