智通财经APP讯，美的集团(00300)发布公告，于2025年9月8日，该公司斥资1023.25万港元回购11.76万 股。 ...

美的集团（000333）(00300)发布公告，于2025年9月8日，该公司斥资1023.25万港元回购11.76万股。 ...

Core Viewpoint - The Free Cash Flow ETF has shown strong performance with significant inflows and high returns, indicating a favorable investment environment for companies with robust free cash flow [3][4]. Group 1: Performance Metrics - As of September 8, 2025, the National Index of Free Cash Flow increased by 0.48%, with leading stocks including Mould Technology, Ningbo Huaxiang, and Oriental Tower [3]. - The Free Cash Flow ETF (159201) rose by 0.36%, with a latest price of 1.12 yuan [3]. - Over the past month, the Free Cash Flow ETF has achieved an average daily trading volume of 350 million yuan, ranking first among comparable funds [3]. - In the last 15 days, the ETF attracted a total net inflow of 726 million yuan, reaching a new high in total shares at 4.112 billion and total size at 4.584 billion yuan [3]. Group 2: Financial Metrics - The latest financing buy-in amount for the Free Cash Flow ETF reached 7.1087 million yuan, with a financing balance of 48.055 million yuan [3]. - Since its inception, the ETF has recorded a maximum monthly return of 7%, with the longest consecutive months of increase being 4, and the highest cumulative increase of 16.68% [3]. - The ETF has a historical holding period profit probability of 100% over 6 months, with an average monthly return of 3.46% and a monthly profit percentage of 83.33% [3]. Group 3: Fee Structure and Tracking Accuracy - The management fee for the Free Cash Flow ETF is 0.15%, and the custody fee is 0.05%, making it the lowest among comparable funds [4]. - As of September 5, 2025, the ETF's tracking error over the past month was 0.066%, indicating the highest tracking accuracy among similar funds [4]. - The National Index of Free Cash Flow reflects the price changes of listed companies with high and stable free cash flow levels in the Shanghai and Shenzhen stock exchanges [4]. Group 4: Top Holdings - The top ten weighted stocks in the National Index of Free Cash Flow account for 57.95% of the index, including SAIC Motor, China National Offshore Oil, and Midea Group [4].

Group 1 - Hisense officially announced its sponsorship as a global partner for the 2026 FIFA World Cup, marking its third consecutive sponsorship after the 2018 and 2022 World Cups [1] - Midea Group has signed long-term cooperation agreements with FC Barcelona, with its logo to appear on the team's jerseys starting from the 2026/2027 season, reflecting a trend of increasing sponsorship in top international sports events [1] - The trend of major home appliance companies like TCL, Midea, and Hisense increasing their sponsorship in international sports events highlights the industry's need for brand premiumization and internationalization [1][2] Group 2 - Midea Group reported overseas revenue of 107.2 billion yuan in the first half of 2025, a year-on-year increase of 17.7%, with OBM revenue accounting for over 45% of its smart home business overseas [1] - Hisense's sponsorship of the 2025 FIFA Club World Cup aims to enhance its brand presence in five major overseas regions, contributing to a 70% overall revenue growth and a 156% increase in brand value since 2018 [2] - TCL has been involved in top-tier sports and entertainment IP for over 30 years, recently becoming a global partner of the Olympics, focusing on providing comprehensive support in smart terminal and display technology [3]

【深圳商报讯】（记者 苑伟斌）9月5日，海信正式官宣成为2026世界杯全球官方赞助商，这是继2018年俄罗 斯世界杯、2022年卡塔尔世界杯之后，海信第三次赞助世界杯。这一周内，海尔欧洲宣布与英国利物浦足球 俱乐部、法国巴黎圣日耳曼足球俱乐部达成长期战略合作，成为这两支欧洲冠军足球队的全球官方合作伙 伴；美的集团宣布与巴塞罗那足球俱乐部达成长期合作协议，自2026/2027赛季起，美的品牌logo将正式出现 在巴萨球队正式比赛球衣及训练服的袖标位置，合作为期5年。 从TCL签约成为奥林匹克全球合作伙伴，到美的、海信、海尔等企业持续加码国际顶级赛事赞助，这一趋势 不仅反映了家电行业品牌高端化、国际化的发展需求，也凸显了体育营销在触达全球用户与拉动消费增长的 显著价值。 数据显示，2025年上半年美的集团海外营收达1072亿元，同比增长17.7%。其中，OBM（自有品牌）收入达 到智能家居业务海外收入的45%以上，业务范围覆盖全球超200个国家和地区。在制造布局上，新增18个海外 制造基地，全球制造基地总数达63个。 海尔欧洲签约利物浦。 （受访者供图） 据介绍，世界顶级体育赛事为海信品牌发展带来的强劲动能，20 ...

全球最大的消费类电子产品展览会之一，IFA柏林国际电子消费品展览会（Internationale Funkausstellung Berlin 以下简称IFA），于9月5-9日在柏林展览中心举行。IFA展会同期"全球产品技术创新大 奖"（Global Product Technology Innovation Awards，简称GPTIAwards）榜单发布。榜单中美的共斩获四 项大奖，领航者IV双出风家用中央空调荣获Ultra-low Frequency Comfortable and Quiet Technology Gold Award（超低频舒适静音技术金奖）。 IFA科技创新风向标 IFA作为全球消费电子和家用电器领域最具影响力的展会之一，百年来IFA一直是行业创新的风向标。 IFA是欧洲及全球消费类电子产品、通讯及信息电子技术产品领域最重要的国际性展览之一，为欧洲及 全球的电子消费品销售商和采购商提供了聚集了解和展示新产品的最佳机会和理想场地，具有规模大、 历史悠久、影响广泛的特点。 "全球产品技术创新大奖"（Global Product Technology Innovation Awards） ...

研究报告 Research Report 7 Sep 2025 中国可选消费 & 必需消费 China (Overseas) Discretionary & Staples 餐饮、潮玩及家电行业周报 F&B, Designer Toys and Home Appliance Sector Weekly Report [Table_yemei1] 观点聚焦 Investment Focus | [Table_Info] | | | | | | --- | --- | --- | --- | --- | | 股票名称 | 评级 | 股票名称 | | 评级 | | 泡泡玛特 | Outperform 现代牧业 | | | Outperform | | 安踏体育 | Outperform 澳优 | | | Outperform | | 百威亚太 | Neutral | 九毛九 | | Outperform | | 华润啤酒 | Outperform | | | | | 华住酒店集团有限 | Outperform | | | | | 公司 | | | | | | 海底捞 | Outperform | | | | | 康 ...

近日， 美的集团股份有限公司 首个智能体工厂向媒体开放。 这是美的集团 位于中国中部湖北省荆州市的一家洗衣机工厂， 在该工厂中 ， 包括人形机器人在内的 各类 机器人在日常运营中 实现 常态化应用， 使其成为全球首个多场景覆盖的智能体工厂， 标志着 美的 已超越 传统数字化工厂水平，构建了真正意义上的自主工业生态 。 ▍ 美的智能化工厂内部长啥样？ 今年 8 月，这座高度集成、自主运营的工厂获得了全球认可，世界纪录认证机构（ WRCA ）授予其 " 世界 卓越的首个多场景覆盖的智能体工厂 " 称号。在 8 月 26 日的认证仪式上， WRCA 的 代表表示， 该工厂 在效率、灵活性和韧性方面树立了新的全球标准，彰显了中国在智能制造技术突破性集成和应用方面的领先地 位。这项荣誉是对这家中国家电巨头大力进军人工智能和机器人技术的认可 ， 美的 坚信，由此带来的成本 节约和效率提升最终将转化为增长，并增强其在全球制造业的竞争力。 在该工厂中， 目前包括 Miro 人形机器人 、 AMR 、玉兔 、 AI 眼镜 等智能化产品。 其中， Miro 已经可 以 流畅地运输零部件， AMR 在生产区域导航，实时避开障碍物， ...

9月5日，全球最大的消费类电子产品展览会之一，IFA柏林国际电子消费品展览会 （InternationaleFunkausstellung Berlin 以下简称IFA）在柏林展览中心盛大举行。IFA展会期间，备受全 球各界关注的"全球产品技术创新大奖"（Global Product Technology Innovation Awards，简称 GPTIAwards）榜单正式揭晓。美的鲜净感空气机T6以人工智能和健康空气技术的卓越创新，一举夺得 AI好空气技术创新金奖，再次向世界展示中国创新力量。 在本次评选中，众多中国品牌冲出重围获得大奖，其中美的鲜净感空气机T6斩获 AI Healthy Air Technology Innovation Gold Award（AI好空气技术创新金奖），中国品牌以科技创新向世界发声。 创新创造健康好空气 相关数据显示，2024年全球空调销量2.6亿台，美的以7183万台的销量、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。销量的领跑离不开强大的技术研发实力。过去五年，美的 空调累计研发投入超180亿元，在全球拥有38个研发中心，16个国家级科 ...

Group 1: Event Overview - The 2025 IFA (International Consumer Electronics Fair) is being held in Berlin from September 5 to 9, showcasing a wide range of smart, digital, and sustainable solutions for home, travel, and lifestyle [1] - IFA is one of the largest and most comprehensive consumer electronics exhibitions in the world, with over 100 years of history [1] Group 2: Company Highlights - TCL has participated in IFA for 15 consecutive years, presenting a winter Olympic-themed exhibition and showcasing its leading products in large screen displays, QD-Mini LED, AI technology, and a full range of smart terminal solutions [1] - TCL introduced the TCL NXTHOME future lifestyle area and the groundbreaking sustainable material TCL ECORA, defining a "sustainable" future lifestyle [1] - TCL's AI platform, Honghu Turing, empowers various products like air conditioners, refrigerators, and washing machines, enhancing user experience with smarter and more intuitive AI capabilities [1] Group 3: Other Exhibitors - Hisense showcased its latest technological innovations under the theme "AI Your Life," including smart living and energy solutions, and introduced the next-generation RGB-Mini LED TV U7S Pro [2] - Hisense also presented AI applications in various fields, including AI air, AI laundry, AI cuisine, AI energy, and AI services, along with a new smart energy exhibition area [2] - DJI displayed its core consumer and agricultural drones, along with handheld and professional imaging products, emphasizing its role in the digital and intelligent transformation of various industries [3] - Hertz introduced its innovative "no-suction cleaning technology" and aims to create a complete cleaning ecosystem, changing user perceptions of home care [3][4]