点评：此举标志着格力深化半导体布局，凸显家电巨头向核心硬件上游延伸的趋势，或提振投资者对其 技术转型信心。在国产芯片自主化浪潮下，开放代工服务有望整合产业链资源，但需警惕跨界企业技术 积累与市场竞争的挑战，长远需验证业务可持续性及行业影响力。 NO.2 深圳：人工智能终端技术攻关最高可资助2000万元 每经记者｜杨煜 每经编辑｜张海妮 丨 2025年6月5日 星期四 丨 NO.1 格力电器：已为多家公司提供晶圆流片制造服务 针对投资者询问的芯片工厂生产经营情况，格力电器6月4日在互动平台回复，公司已经建立SiC SBD和 MOS芯片的工艺平台，其中部分产品已在公司内部批量使用，同时作为芯片制造工厂，已为多家芯片 设计公司提供晶圆流片制造服务。 NO.3 国家能源局：协同规划布局算力与电力项目 近日，深圳市工业和信息化局发布2025年智能终端产业发展扶持计划项目申报指南，涉及人工智能终端 技术攻关项目、人工智能终端公共服务平台建设项目、国家资助配套支持项目、人工智能消费终端爆款 单品奖励项目、全屋智能国家级创新载体支持项目和国产标准应用补贴项目六大资助项目类别，最高资 助2000万元。 点评：该举措突显政府对A ...

证券代码：000651 证券简称：格力电器 公告编号：2025-032 珠海格力电器股份有限公司 关于持股 5%以上股东增持公司股份进展的公告 京海互联网科技发展有限公司保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1.珠海格力电器股份有限公司(以下简称"公司")5%以上股东京海互联网科 技发展有限公司（以下简称"京海互联"）基于对公司未来发展前景的信心和对 公司价值的认可，以自有资金和金融机构增持专项贷款通过集中竞价方式增持公 司股份。本次增持不设定价格区间，增持股份的金额不低于人民币 10.5 亿元， 不超过人民币 21 亿元（以下简称"本次增持计划"）。 2.截至本公告披露日，京海互联已通过集中竞价交易方式增持公司股份 4,522,000 股，占公司总股本的 0.0807%，增持金额为 20,253.99 万元。 一、计划增持主体的基本情况 1.增持主体：京海互联网科技发展有限公司。 本次增持前，京海互联持有公司股份 392,442,954 股，占公司总股本的 7.01%。 2.京海互联 ...

证券代码：000651 证券简称：格力电器 公告编号：2025-033 重要内容提示： ·会议召开时间：2025 年 6 月 9 日（星期一）15:00-17:00 ·会议召开方式：网络文字互动方式 珠海格力电器股份有限公司（以下简称"公司"）已于 2025 年 4 月 28 日在 巨潮资讯网（http://www.cninfo.com.cn）披露了《2024 年年度报告》。公司 拟于 2025 年 6 月 9 日（星期一）以网络文字互动方式召开 2024 年度业绩说明会， 针对 2024 年度经营及财务具体情况与投资者进行互动交流，并在信息披露规则 允许的范围内就投资者普遍关注的问题进行解答。相关安排如下： 一、说明会召开的时间、方式 会议召开时间：2025 年 6 月 9 日（星期一）15:00-17:00 会议召开方式：网络文字互动方式 珠海格力电器股份有限公司 关于召开 2024 年度网上业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 二、公司出席人员 （一）投资者可通过"全景网：https://ir.p5w.net/c/000651 ...

据了解，沪深300周期行业指数和沪深300非周期行业指数从沪深300指数样本中分别选取周期和非周期 行业的上市公司证券作为指数样本，为投资者提供更多样化的投资标的。该指数以2004年12月31日为基 日，以1000.0点为基点。 从指数持仓来看，沪深300非周期行业指数十大权重分别为：贵州茅台（7.6%）、宁德时代 （5.23%）、美的集团（3.03%）、长江电力（2.91%）、比亚迪（2.57%）、五粮液（1.94%）、恒瑞医 药（1.9%）、格力电器（1.62%）、伊利股份（1.52%）、中芯国际（1.3%）。 从沪深300非周期行业指数持仓的市场板块来看，上海证券交易所占比53.92%、深圳证券交易所占比 46.08%。 金融界5月29日消息，上证指数高开高走，沪深300非周期行业指数 (300非周，000969)上涨0.81%，报 4343.05点，成交额1532.75亿元。 数据统计显示，沪深300非周期行业指数近一个月上涨1.03%，近三个月下跌3.86%，年至今下跌 3.67%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。遇临时调整时， ...

Investment Rating - The report assigns a "Buy" rating for Gree Electric Appliances, marking the first coverage of the company [6]. Core Viewpoints - Gree Electric Appliances is recognized as a leading air conditioning manufacturer in China, with a young management team expected to enhance governance and operational efficiency, indicating a potential upward trend [1][2]. - The company has successfully navigated through the pain of channel reform, with net profit margins improving from 12.3% in 2019 to 16.9% in 2024, reflecting the effectiveness of these reforms [3][4]. - Gree's revenue and profit growth are projected to continue, with expected revenues of 200.12 billion, 208.32 billion, and 216.82 billion yuan for 2025, 2026, and 2027 respectively, alongside net profits of 35.51 billion, 38.34 billion, and 40.97 billion yuan for the same years [6]. Summary by Sections Company Overview - Gree Electric Appliances has experienced a significant growth trajectory from 1993 to 2014, establishing itself as a prominent player in the air conditioning market with a CAGR of 29% in revenue and 31% in net profit during this period [18][19]. - The company faced challenges from 2015 to 2019 due to intensified competition and a price war, leading to a decline in revenue and profit, but it began to recover post-2019 with a focus on channel reform [19][20]. Market Potential - The air conditioning market in China still has substantial growth potential, with an ideal ownership rate of 234 units per 100 urban households and 161 units per 100 rural households, indicating a 37% growth opportunity from the current ownership levels [5][56]. - Emerging markets in Southeast Asia and South America also present significant growth opportunities, with ownership rates in these regions showing potential for 124% and 114% growth respectively [5]. Channel Reform and Retail Strategy - Gree has successfully completed its channel reform, stabilizing its dealer network and enhancing its market position, which is expected to lead to further improvements in profitability [3][4]. - The company is actively pursuing new retail strategies, including the implementation of a "cloud network" system to improve logistics efficiency and digital capabilities [4]. Financial Projections - The financial outlook for Gree Electric Appliances is positive, with projected revenues and net profits showing consistent growth through 2027, alongside an increase in earnings per share [6][12].

Core Viewpoint - The company has achieved record profitability, with a combined dividend payout ratio of 52% for the 2024 interim and annual reports, corresponding to a dividend yield of 6.6% [1][3]. Group 1: Investment Highlights - The company maintains an "Overweight" rating, with expected growth driven by the air conditioning industry and the "old-for-new" policy. New earnings forecasts for 2025-2027 are projected at EPS of 6.23, 6.62, and 6.97, with growth rates of 8%, 6%, and 5% respectively. A target price of 62.3 is set based on a 10x PE valuation [3]. - In 2024, the company reported revenue of 1900.38 billion, a year-on-year decrease of 7.31%, while net profit attributable to shareholders was 321.85 billion, an increase of 10.91%. Q4 2024 revenue was 426.22 billion, down 13.38%, with net profit of 102.24 billion, up 14.55%. Q1 2025 revenue was 416.39 billion, up 13.78%, and net profit was 59.04 billion, up 26.29% [3][4]. Group 2: Revenue and Profitability - Revenue by business segment in 2024 showed a decline of 4% in consumer electronics, a 1% increase in industrial products and green energy, and a 37% decrease in smart equipment. Regionally, domestic sales fell by 5%, while exports rose by 13%. Overall, revenue for Q4 2024 and Q1 2025 was down 2% year-on-year [4]. - The company's gross margin for 2024 was 29.75%, a slight decrease of 0.03 percentage points, while the net margin increased by 3.51 percentage points to 17.03%. The gross margins for Q4 2024 and Q1 2025 were 26.71% and 27.36%, respectively. The reduction in gross margin was primarily due to changes in accounting standards affecting warranty costs, while a reduction in sales expenses by approximately 50.5 billion was a key factor in profit improvement [5].

Core Viewpoint - The company, Shun'an Environment, is experiencing growth in its revenue and net profit, while also focusing on research and development to enhance its market position in the cooling and energy sectors [1][2][4]. Group 1: Financial Performance - In Q1 2024, the company achieved a revenue of 3.021 billion yuan, a year-on-year increase of 15.05%, and a net profit attributable to shareholders of 218 million yuan, up 4.34% [2]. - The company's net profit excluding non-recurring gains and losses (deducted net profit) for 2024 is projected to be 929 million yuan, reflecting a growth of 13.16% [1][3]. - Over the past five years, the company's revenue has consistently increased, with figures of 9.837 billion yuan, 10.144 billion yuan, 11.382 billion yuan, and 12.678 billion yuan from 2021 to 2024, showing growth rates of 33.28%, 3.12%, 11.50%, and 11.39% respectively [2][3]. Group 2: Research and Development - The company emphasizes innovation, with R&D investments rising from 296 million yuan in 2020 to 503 million yuan in 2024 [6][7]. - As of the end of 2024, the company has obtained 3,446 domestic authorized patents, including 534 invention patents, and has applied for 4,143 domestic patents [6][7]. - The company collaborates with several universities for research and development, enhancing its innovation capabilities [7]. Group 3: Market Position and Strategy - Shun'an Environment is a leading player in the global cooling components industry, with a strong market presence and partnerships with major air conditioning manufacturers [6]. - The company is adjusting its market strategy and enhancing R&D to address challenges in its cooling equipment business due to a sluggish commercial air conditioning market [2][4]. - The company's asset-liability ratio has significantly decreased from over 80% in 2018 to 52.01% in Q1 2024, indicating improved financial stability [4].

Group 1 - The core message of the news is the upcoming joint live stream between Dong Mingzhu and Meng Yutong, which is seen as a reconciliation after a period of tension between them [1][2][4] - Gree Electric's revenue growth is under pressure for 2024, and Dong Mingzhu's re-election as chairman emphasizes the importance of improving company performance, with Meng Yutong's popularity potentially aiding this effort [1][5][6] - Meng Yutong's departure from Gree Electric and her subsequent career choices have been a topic of public interest, with her expressing gratitude towards Dong Mingzhu despite the challenges faced [2][3][6] Group 2 - The live stream scheduled for May 23 is part of Gree Electric's strategy to adapt to changing market dynamics, with live streaming becoming a key sales channel [4][5] - Gree Electric's new brand strategy, "Dong Mingzhu Health Home," aims to enhance retail value through innovative customer experiences, although it has faced some public skepticism [5][6] - The competitive landscape in the air conditioning market is intensifying, with companies like Xiaomi aiming to increase their market share, putting additional pressure on Gree Electric [5][6]

Core Viewpoint - The news highlights a significant meeting between Gree Electric's chairman Dong Mingzhu and her former secretary Meng Yutong, which has generated public interest and speculation regarding their relationship and future plans [1][3][14]. Group 1: Meeting Announcement - Gree Electric confirmed that Dong Mingzhu will meet Meng Yutong for dinner on May 23, following rumors about their relationship [1]. - The company made a playful announcement on social media, inviting followers to guess who Dong Mingzhu would be dining with [1]. Group 2: Meng Yutong's Reflections - Meng Yutong expressed gratitude and nostalgia in her social media posts, stating that receiving a message from her former boss felt like a weight lifted off her shoulders [3][11]. - She reflected on her time working with Dong Mingzhu, emphasizing the support she received despite the strictness often associated with her former boss [3][7]. Group 3: Background on Meng Yutong - Meng Yutong, born in 1998 and a graduate of Zhejiang University, worked as Dong Mingzhu's secretary at Gree Electric after gaining recognition from a reality show [12][14]. - Despite being seen as a potential successor to Dong Mingzhu, Meng Yutong left Gree Electric in May 2023 after being criticized for not fulfilling her role effectively [14]. Group 4: Future Plans - After leaving Gree, Meng Yutong transitioned to self-media and is preparing to start her own company focused on film and advertising [14]. - She plans to gain practical experience before pursuing further studies abroad [14].

近日，董明珠前秘书孟羽童即将与董明珠合体在 格力做直播一事引发广泛关注。今日下午，孟雨童于 个人社交平台发布内容称，"时隔两年，收到了来自前老板的微信，像是心中的一块大石头终于落了 地，心中是莫名的酸楚和感谢，这两年舆论总是有各种各样的编排和误解，我却始终记得在我第一次面 对互联网的巨大洪流，她握住我的手说'别怕'的样子。"新浪科技发现，在孟羽童发布该内容后，格力 电器官方账号也现身评论区，并喊话孟羽童"回家吃饭"。对于这一邀请，孟羽童回应"妈呀"并配了一个 感动落泪表情包。（新浪科技） ...