近日，深圳腾势新能源汽车有限公司宣布，与美的集团股份有限公司旗下高端AI科技家电品牌科 慕（COLMO）达成战略合作。此后，腾势N8L汽车用户可在车内控制全屋智能家电，在家中也能实时 查看车辆状态或执行远程操控。 几乎同期，阿维塔科技也与海尔集团旗下卡泰驰控股正式达成合作，双方将基于阿维塔全新百万元级旗 舰车型，在产品定制共创、车家场景互通、车载功能设计等方向展开联合创新，共同打造更具高端体验 与科技融合感的智慧出行方案。 了"人车家"三大场景的全面打通，推动硬件设备的无缝连接与实时协同。2025年6月，广汽丰田正式宣 布与小米达成战略合作，双方将在智能生态领域深度融合。此次合作的核心在于，广汽丰田车型接入小 米"人车家全生态"，并开放硬件接口标准，首款搭载该生态的车型为计划于2026年量产的铂智7。据 悉，小米的AIoT生态（如米家App）也将实现上车，支持远程控制家居设备与车载场景联动。 技术驱动与生态破局 随着车企与家电企业合作的深入，智能汽车作为移动智能终端的功能将被进一步激活，"人车家"生态场 景有望得到实质性拓展。具体来看，一是双向控制成为标配，用户可在车内控制家电、在家中查看车辆 状态或远程备车 ...

标的指数成份股涨幅 TOP20 2025年11月24日 | 序号 | 代码 | 简称 | 東日涨幅 | 年内涨幅 | 股息率(近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 300856.SZ | 科思股份 | 2.72 | -16.22 | 1.46 | | 2 | 000333.SZ | 美的集团 | 1.04 | 10.44 | 5.09 | | 3 | 601988 SH | 中国银行 | 0.80 | 19.25 | 3.55 | | 4 | 601009.SH | 南京银行 | 0.53 | 12.16 | 4.36 | | 5 | 002032.SZ | 苏泊尔 | 0.20 | -1.39 | 5.60 | | 6 | 601088.SH | 中国神华 | 0.17 | 4.74 | 7.71 | | 7 | 603730.SH | 岱美股份 | 0.14 | 10.52 | 3.69 | | 8 | 600007.SH | 中国国贸 | 0.10 | -9.83 | 5.25 | ...

作者｜出海潜望 题图｜AI生成 中国企业的出海浪潮，在2025年展现出前所未有的厚度、速度和情感温度。站在新的十字路口，我们看到中国企业与品牌"出海2.0"时代已悄然开启。 从早期依靠价格、流量红利，到如今靠组织力、创新力和本地化运营取胜。虎嗅《出海标杆榜单》的设立，正是为了捕捉这场深层次变革的见证者：谁 在真正定义中企出海的新范式。 过去一年，出海最显著的变化就是企业出海战略的整体升级，越来越多的企业开始自建全球运营体系，实现从产品出海到品牌出海的结构性跃迁。 比如许多制造业和新锐消费品牌，在具体区域设立本地化团队、数据管理团队、甚至本地研发与生产能力，把创新、服务和营销下沉到社区和用户触 点。 不过，外部环境也逐渐复杂。 出海榜单评委们普遍认为，地缘政治等变量对企业出海影响日益深远。无论是欧美的贸易壁垒、东南亚的数据保护规定，还是中东的市场准入生态，都 要求企业具备更高的战略敏感和本地适应力。 中国产业发展研究院常务副院长刘大成告诉虎嗅："当合规成为门槛，中国企业必须具备跨国风险控制和应急能力，这已不是选择题，而是生存题。" 深圳电子商务服务中心部长洪培林也坦言："中国企业过去出海，像是走马观花；现在，必 ...

Accessibility StatementSkip Navigation MADRID, 22. listopadu 2025 /PRNewswire/ -- Spolenost Midea Building Technologies (MBT) pedstavila svá nejnovjšà energeticky úsporná eÅ¡enà pro vytápnÃ, ventilaci a klimatizaci (HVAC), kterými znovu podtrhla svou oddanost udržitelnosti a modernÃm technologiÃm. Mezi hlavnà novinky patà zahraninÃ- debut nové generace systému R32 VRF. Magnetický odstedivý chladi MagBoost Apex Pro a velké tepelné erpadlo Mars R290 ATW zase byly pro svj inovativnà design a ekologické vlastno ...

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Investment Rating - The report suggests a positive outlook for the home appliance industry, particularly for leading brands that are expected to achieve stable growth due to their integrated advantages and strong pricing power [5]. Core Insights - In October, home appliance exports faced pressure, with a year-on-year decline in quantity and value of -9.2% and -13.3% respectively. However, emerging markets showed robust growth, particularly in Southeast Asia and Africa [12][14]. - The report highlights that air conditioning exports in Southeast Asia led the growth, with a year-on-year increase of 13% in October [17]. - The overall market sentiment is slightly pressured for white goods and black goods, while kitchen and bathroom appliances are stabilizing at the bottom, and vacuum cleaners maintain high prosperity [4]. Summary by Sections 1. Home Appliance Export Performance - October saw a decline in air conditioner exports by 29.3%, while washing machine exports increased by 7.7%. The total export figures for refrigerators and televisions also showed declines of 5.5% and 3.1% respectively [12]. - Southeast Asia and Africa led the growth in exports, with Southeast Asia's cold appliance export value reaching approximately 6.7 billion yuan, up 14% year-on-year [14]. - North America, the Middle East, and Europe experienced significant declines in export values, with North America down 23% and Europe down 8% [15]. 2. Market and Sector Tracking - The Shanghai and Shenzhen 300 Index fell by 3.77%, while the home appliance index decreased by 2.30% during the week [23]. - Key raw material prices showed a slight decline, with copper and aluminum prices down by 1.05% and 1.16% respectively in the week of November 17-21 [25]. - The USD to RMB exchange rate was reported at 7.09, with a weekly increase of 0.21% [30]. 3. Investment Recommendations - The report recommends leading companies such as Hisense, Midea Group, Haier, and TCL Electronics for their potential in both domestic and international markets, especially as the U.S. enters a rate-cutting cycle which may boost demand for home appliances [5][44].

2025 年 11 月 22 日 尔机器人与 INDEMIND i 合作,比依股份定增获批 -《2025/11/17-2025/11/21》家电周报 本期投资提示: 相关研究 证券分析师 刘正 A0230518100001 liuzheng@swsresearch.com 刘嘉玲 A0230522120003 liujl@swsresearch.com 联系人 刘嘉玲 A0230522120003 liujl@swsresearch.com 本周家电板块跑赢沪深 300 指数。本周申万家用电器板块指数下跌 2.3%，同期沪深 ● 300 指数下跌 3.8%，家电板块指数跑赢沪深 300。重点公司方面，奥普科技（6.7%)、 浙江美大 (2.7%)、苏泊尔 (1.5%) 领涨;九阳股份 (-15.6%)、倍轻松 (-9.3%)、比 依股份（-9.2%）领跌。 行业动态：1）海尔机器人与 INDEMIND 达成战略合作。11 月 19 日，海尔机器人与 ● 北京盈迪曼德科技有限公司（INDEMIND）在北京正式签署战略合作协议，共同推动 具身机器人在家庭场景的落地与应用。在具体合作上，INDEMIND 将作为海尔 ...

Investment Rating - The report maintains a positive outlook on the home appliance sector, highlighting that the sector outperformed the CSI 300 index during the week [2][3]. Core Insights - The home appliance sector index fell by 2.3%, while the CSI 300 index dropped by 3.8%, indicating a relative strength in the sector [2][3]. - Key companies such as Aopu Technology, Zhejiang Meida, and Supor showed gains, while companies like Joyoung, Beiqi, and Biyi experienced significant declines [4]. - Haier Robotics and INDEMIND signed a strategic cooperation agreement to advance the application of embodied robots in home settings [8]. - Biyi Electric received approval from the China Securities Regulatory Commission for a specific stock issuance [9]. Sales Data - In October, sales of cleaning appliances increased year-on-year, with robotic vacuum sales rising by 36.01% to 500,900 units and sales revenue increasing by 35.34% to 1.025 billion yuan [29]. - Sales of washing machines also saw a significant increase, with units sold rising by 60.11% to 429,300 and revenue increasing by 60.34% to 756 million yuan [29]. - Personal care products showed mixed results, with hairdryer sales slightly up by 0.31% but revenue down by 18.17%, while electric shaver sales rose by 29.12% with revenue up by 38.05% [34]. Industry Dynamics - The report identifies three main investment themes: 1. The potential of leading white and black appliance companies characterized by low valuations, high dividends, and stable growth [2]. 2. Upstream core component manufacturers are diversifying into emerging tech fields such as robotics and data center cooling [2]. 3. The increasing penetration of new consumer categories like cleaning appliances presents significant growth opportunities [2]. Macro Economic Environment - As of November 21, 2025, the USD to CNY exchange rate was reported at 7.0875, reflecting a year-to-date decrease of 1.40% [40]. - In October 2025, the total retail sales of consumer goods reached 46,291 billion yuan, showing a year-on-year increase of 2.90% [42].

针对这一消息，美的集团回应南都·湾财社记者："相关消息不属实。美的一直将用户体验放在首位，不存在强制 售后服务商进行排他性合作的情况，感谢大家的关注。" 今年9月19日，小米刚刚官宣米家空调由"6年免费包修"升级为"10年免费包修"，但有业内人士告诉南都·湾财社记 者，目前小米空调的安装维修仍然多依赖外包。 11月21日，有不愿透露名字的广州美的售后服务商告诉南都·湾财社记者，以前家电行业很多售后网点会同时挂几 家店的服务，如该售后服务商就接了小米的空调售后与安装维修服务，"现在相当于美的强调不允许旗下网点接私 活"。 今年以来，小米空调业务发展迅猛，给美的带来了一定的竞争压力。根据奥维云网2025年7月全渠道（线上+线下 +下沉市场）数据。美的以29%的份额稳居第一，线下和线上市场均保持领先地位。格力份额为17%，位列第二， 但市场份额较前期有所下滑。海尔份额为15%，排名第三，且是前三名中唯一实现份额同比正增长的品牌。小米 份额为10%，排名第四，奥克斯份额为8%，排名第五。 此外，5月，小米集团董事长兼CEO雷军宣布，家电业务已成为小米的战略业务。而在10月28日，小米武汉智能家 电工厂一期正式竣工投产 ...

Group 1 - Xiaomi Group has made personnel adjustments in its public relations department, with Xu Jieyun taking over as the new head while Wang Hua is reassigned to the Wuhan regional headquarters [4] - Miniso has launched the "IP Genius Youth Plan," offering annual salaries between 1 million to 10 million to attract top IP creators globally, aiming to enhance its original IP incubation [5] - Geely is integrating its intelligent driving teams, with the Zeekr team transitioning to a newly established joint venture focused on intelligent driving solutions [8] Group 2 - Xiaomi's intelligent driving team has grown to over 1,800 members, with significant investment in AI research, exceeding 7 billion in 2025 [8][9] - NIO's CEO Li Bin commented on the competitive landscape of the automotive industry, stating that the competition in smart electric vehicles is entering a critical phase [15] - Genspark has completed a $275 million Series B funding round, achieving a post-money valuation of $1.25 billion [21] Group 3 - The global market for OLED tablet panels is expected to grow by 39% year-on-year by 2026, reaching 15 million units, driven by strong demand [33] - The China Passenger Car Association forecasts that retail sales of narrow passenger vehicles in November will be around 2.25 million units, with new energy vehicles expected to reach 1.35 million units [33]