每到年底，家电市场都会变得特别热闹。 很多人买家电时，其实都有一个共同的顾虑：便宜是便宜了，但能用多久？ 空调、冰箱这种东西不是一年一换，买回家是要用很多年的。 消费者真正关心的，不只是当下省了多少钱，而是后面会不会频繁维修、耗不耗电、能不能用得安心。 不是因为大降价，也不是因为新产品，而是因为董明珠在一次采访里说了几句很直白的话：自己家卖的产品，她自己在用，也愿意为质量负责。 听起来很简单，却戳中了很多普通人的心。 商场里到处是打折广告，直播间里主播喊得声嘶力竭，品牌之间拼的似乎只有一句话：谁更便宜。 但今年有点不一样，格力突然在网上收获了一波好口碑。 董明珠这次反复强调"负责人要敢用自家产品"，本质上传递的是一种态度：企业不能只卖东西，还要对卖出去的东西负责。 在广告铺天盖地的环境里，这种简单直接的话反而显得很有分量。 因为大家已经听过太多花哨的宣传，更愿意相信清楚、直白的承诺。 这些年，格力和美的一直被拿来比较。一个强调品质和耐用，一个强调效率和性价比。 两家企业的竞争，说到底是两种做产品思路的不同。 最近行业里有个讨论很火：为了降低成本，一些品牌在研究用更便宜的材料替代原来的铜部件。 支持的人觉得，这 ...

家电巨头"扎堆"去泰国建厂，实际上背靠国产家电在泰国的强势市场地位。海尔已经连续四年 稳坐泰国空调"榜一"之位，美的的冰箱和微波炉在泰国是数一数二的存在，TCL已是泰国电视 市占率的第二大品牌。 以前泰国人的生活，基本是被日韩品牌填满的，但现在他们反而越来越离不开中国家电，以前 许多人以为"性价比"就是家电出海的最大利器，但在泰国实地调研、对话家电行业的工厂、销 售端负责人之后，会发现国产家电的核心竞争力有着丰富的维度：它是更具科技感也更懂本地 需求的产品设计，能让一台洗衣机在泰国卖出8万泰铢（约合1.8万人民币）的高单价；它是依 靠供应链和数字工厂高效运转带来的成本管理优势；它是细致到考究产品标语如何贴、TikTok 短视频转化率的极致营销方法论…… 记者丨赖镇桃 编辑丨和佳 这几年，中国家电企业纷纷在泰国落点"最大"工厂。 2025年7月，海信集团海外最大生产基地——泰国HHA智能制造工业园奠基仪式举行。去年9 月，海尔泰国春武里空调工业园正式投产，这是中国品牌在东南亚地区规模最大的空调制造基 地。去年10月，TCL旗下的奥马冰箱得到泰国投资促进委员会（BOI）的批准在泰国建生产基 地，还有2022年已正 ...

近日，京东与美的正式签署2026年战略合作协议，明确美的在京东全渠道800亿元的销售目标。美的相 关负责人表示，自2013年深度合作至今，京东始终是美的最稳定的线上线下销售平台，双方不仅共同打 造众多销售量破百万的热销单品，更在不断提升服务体验与创新营销玩法。 在产品侧，双方在2025年携手打造空调"华凌神机二代"、洗衣机"小乌梅3.0"、冰箱"餐边柜"等系列新 品，中央空调高端多联机、洗碗机等品类达到行业领先水平，核心单品销量位列行业TOP1。此外，美 的冰箱"熊墩墩601"上市4个月销量破万台，星睿套系列年度销量突破15万套，进一步验证了双方从爆款 打造到规模增长的协同能力。 事实上，美的不仅是最早与京东达成战略合作的家电品牌之一，并在2023年成为京东首个年销售额超过 500亿元的家电行业合作伙伴。近年来，美的始终保持着行业顶尖的工业科技水平，深耕智能化和定制 化产品创新能力，一直秉承开放合作态度，在产品、服务、体验等方面与京东深度协同，率先布局新项 目、新玩法、新渠道等。 在全渠道侧，京东凭借覆盖近3万家京东MALL、京东电器城市旗舰店及京东家电专卖店的全渠道布 局，已实现从一线城市核心商圈到县镇乡村 ...

根据国际权威市场调研机构欧睿国际最新发布的《2026年消费电器》报告数据，美的空调 2025年再度登顶全球第一。早在2024年全球空调销量达2.6亿台套时，美的就以7183万台套 的销量、27.5%的市场份额登顶全球第一，实现全球每4台空调就有1台是美的制造。 破局2025：以科技为矛广布全球 2025年，空调行业面临多重因素的复杂塑造，其发展路径在政策刺激与存量消耗的作用下呈 现波动态势。身处市场竞争与转型的关键节点，行业增长的主引擎正逐步切换至以技术创新、 产品智能进阶为核心的价值创造体系。新的变量已然出现：气候异常变化与居住空间升级催生 结构性需求，AI技术赋能与原材料成本压力则倒逼全产业链加速进化。 家用空调事业部作为美的集团旗下集研发、生产、销售、设计、安装、售后服务于一体的经营 单位，以新品矩阵发布、系列政策加码等方式掌握市场主动权，凭借全年的凌厉攻势进一步巩 固了其销量领军地位。 产品出圈：高端化与细分场景多点开花 依托扎实的技术储备与规模化的产能实力，美的空调持续通过多元产品矩阵引领行业创新，先 后推出了酷省电、无风感、全面风、空气机等产品系列，以及双出风和领航者中央空调等行业 创新的新品系列 ...

Group 1 - Chinese home appliance companies are establishing significant manufacturing bases in Thailand, with major players like Hisense, Haier, TCL, and Midea leading the charge [1] - Hisense's HHA smart manufacturing industrial park is set to be the largest overseas production base for the company, while Haier's air conditioning industrial park in Thailand is the largest for Chinese brands in Southeast Asia [1] - The construction of these factories is characterized by rapid development, with Haier's facility being completed in just nine months, showcasing industry-leading construction speed [1] Group 2 - Chinese home appliances are increasingly preferred in Thailand, previously dominated by Japanese and Korean brands, due to their competitive pricing and advanced technology [2] - The core competitive advantages of Chinese appliances include tailored product designs that meet local needs, efficient cost management through supply chain optimization, and innovative marketing strategies [2] - Thailand serves as a key observation point for how Chinese home appliance companies can successfully establish a strong market presence in foreign territories [2]

Group 1 - JD has signed a strategic cooperation agreement with Midea, Haier, Hisense, and TCL, aiming for a total sales target of 180 billion yuan across online and offline channels by 2026 [1][2] - The agreement emphasizes a customer-first approach, focusing on service experience upgrades, product co-creation, channel expansion, and marketing collaboration [1][2] - The partnership aims to drive sales growth in various categories, including televisions, air conditioners, refrigerators, washing machines, range hoods, water heaters, and small home appliances [1][2]

Core Insights - JD.com has signed a strategic cooperation agreement with Midea, Haier, Hisense, and TCL for the year 2026, aiming to achieve a total sales target of 180 billion yuan through JD's online and offline channels [1] Group 1 - The strategic partnership involves multiple leading home appliance companies, indicating a collaborative approach to enhance market presence [1] - The sales target of 180 billion yuan reflects a significant commitment to expanding the reach and effectiveness of the involved brands within JD.com's ecosystem [1]

Group 1 - The core point of the article highlights the performance of the Basic Fundamental 120 ETF managed by Harvest Fund Management, which opened at 2.504 yuan with a slight increase of 0.08% [1] - The ETF's performance benchmark is the Shenzhen Basic Fundamental 120 Index, and it has achieved a return of 150.22% since its inception on August 1, 2011, with a recent one-month return of 1.30% [1] Group 2 - Major holdings in the ETF include companies such as CATL, which increased by 0.54%, and Midea Group, which decreased by 0.29% [1] - Other notable stock performances include Gree Electric Appliances down by 0.21%, BOE Technology Group unchanged, Ping An Bank unchanged, Luxshare Precision up by 0.22%, Vanke A up by 0.82%, TCL Technology down by 0.21%, Wuliangye down by 0.13%, and Weichai Power up by 1.62% [1]

Core Insights - The company Zhongzai Zihuan announced that ten of its subsidiaries have signed cooperation agreements with subsidiaries of Midea Group for a green dismantling and recycling project, with a total expected value of 205.299 million yuan, valid for one year [1] Group 1 - The cooperation agreements are part of a green initiative, indicating a focus on sustainability within the industry [1] - The total scale of the agreements is significant, amounting to approximately 205.299 million yuan, highlighting the financial commitment to the project [1] - The agreements are set to last for one year, suggesting a short-term collaboration that may lead to further opportunities in the future [1]

Core Insights - Midea Group is focusing on the healthcare sector as a strategic pivot, acquiring Carestream Health's international business to enhance its medical imaging capabilities and compete with established players like GE, Philips, and Siemens [2][3][4] - The company is positioning itself for leadership in the medical field, with a strong emphasis on AI technology to drive innovation and efficiency in its healthcare offerings [13][14][17] Group 1: Leadership Transition and Strategic Focus - The key concerns among shareholders include the timing of Chairman Fang Hongbo's retirement and the selection of his successor, which is closely tied to Midea's future direction [2] - Wang Jianguo, seen as a potential successor, is taking on significant roles within Midea's healthcare division, indicating a shift towards a more focused leadership in this sector [2][3] Group 2: Market Position and Competitive Landscape - Midea's healthcare division faces significant challenges from established competitors like Philips, which has a strong market share in medical imaging and a well-developed ecosystem that integrates technology and services [3][7][9] - The company aims to avoid the pitfalls experienced by Toshiba Medical, which struggled to compete in the medical imaging market and ultimately exited the sector [10][11] Group 3: Business Structure and Product Offerings - Midea's healthcare business comprises several entities, including Wandong Medical and KUKA Medical, focusing on a comprehensive ecosystem that spans clinical technology and hospital operations [5][6] - The company is actively working to enhance its product offerings in high-end imaging equipment, although it currently holds a low market share in critical areas like CT and MR imaging [6][8] Group 4: AI Integration and Future Strategies - Midea is leveraging AI technology to transform its healthcare offerings, with plans to integrate AI into its products and services to enhance operational efficiency and patient care [13][14] - The company has committed to significant R&D investments, aiming to establish itself as a provider of comprehensive smart healthcare solutions rather than just medical equipment [14][17] Group 5: Challenges and Future Outlook - Despite its ambitions, Midea's healthcare division must navigate the complexities of the medical industry, which requires a different approach compared to its traditional consumer electronics business [16] - The company has outlined a five-year plan to address potential overlaps and competition between its subsidiaries, ensuring a clear market strategy moving forward [16]