转自：新华社 "豪登省具备完善的制造业基础和区位优势，是出口导向型制造业和区域总部企业的重要落地平台。省 政府通过投资促进体系、经济特区和工业园区发展，为企业提供可预期、积极响应的合作环境。"拉莫 豪帕说。 数据显示，中国是南非最大的贸易伙伴，近年来两国经贸合作持续发展。拉莫豪帕表示，南非向中国出 口煤炭等工业基础原材料，而从中国进口的机械设备、电子产品、家电等先进工业产品，推动了南非制 造业、物流和消费领域现代化。 新华社约翰内斯堡2月3日电 （记者 杭泽波 樊浩宇）南非豪登省政府执委会成员武伊斯瓦·拉莫豪帕2日 表示，中国企业的投资正有力推动南非工业化进程及制造业转型升级。 当天，中国家电企业海尔集团旗下子公司海尔智家在南非最大城市约翰内斯堡举行产品发布活动，宣布 正式进入南非市场。拉莫豪帕在活动上接受新华社记者采访时说，海尔在南非的布局是该省近年来最重 要的工业投资项目之一，为制造业和工业升级注入新动力。 拉莫豪帕指出，豪登省是南非经济和工业中心，国内生产总值约占南非全国的55%。自2014年以来已吸 引大量来自中国的直接投资，涵盖通信、能源、制造、物流及先进工业设备等领域，创造数千个就业岗 位。 ...

智通财经APP讯，海尔智家(06690)发布公告，于2026年2月2日，该公司斥资8.87万欧元回购4.36万股股 份，每股回购价2.025-2.04欧元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 海爾智家股份有限公司 呈交日期： 2026年2月3日 第 2 頁 共 7 頁 v 1.3.0 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 690D | 說明 | | 普通股- D股面值每股人民幣1元 (於法蘭克福證劵交易所上市) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份 ...

1月31日，济南市济阳文体中心人潮涌动，由济南市商务局指导、京东举办的"国补下乡焕新行-济阳 站"活动在此火热开场。作为2026年全国首个乡村国补活动，该活动以送到乡镇居民"家门口"的实在优 惠和可视可感的线下体验，吸引了周边大量乡镇消费者参与，点燃了农村线下国补消费的烟火气。 活动现场，超千平方米的展区内汇集了海尔、美的、华为等30余个主流品牌的上百款家电与3C数码产 品，涵盖电视、空调、洗衣机、手机、电脑等多个品类，AI智能终端、分区洗护洗衣机、无风感空调 等创新产品成为村民关注焦点。 活动当天，在展厅内咨询补贴政策、体验产品性能的村民络绎不绝，呈现出火热消费场景。"今天正好 赶着京东的国补活动来给家里挑台新空调，买大件还是看着实物，心里才有底！"来自大王村的李先生 边挑选空调边说。 除主会场外，济阳当地15家京东家电专卖店及3C数码门店也同步开展活动，迎来消费热潮。消费者可 叠加享受"每满3000元返200元"的优惠，至高返1000元，全场再享受国补价格，部分产品更设有专享5折 福利。购物满额还可参与100%中奖的福袋派送与抽奖活动，现场有机会赢得冰箱、洗衣机等大奖。 值得一提的是，京东以此次活动为契机 ...

Core Insights - The article discusses the first 100 days of the "Bailian Blossoms" initiative, which focuses on the silver economy and aims to create a "no-age lifestyle space" in Shanghai, emphasizing experience-based consumption as a key growth area for the silver demographic [1][22]. Group 1: Business Model and Strategy - Bailian Blossoms is designed as a new consumption platform for the silver economy, integrating various resources from Bailian Group and external partners to create a comprehensive service ecosystem [12][31]. - The initiative has partnered with over 80 brands and offers more than 1,000 SKUs, focusing on social interaction, health management, and technology experiences [9][28]. - The membership model has attracted over 1,000 paid members, with daily courses available in areas such as yoga and arts, fostering community engagement [9][28]. Group 2: Community Engagement and Activities - A recent member event showcased the talents of participants, transforming them from consumers into co-creators, highlighting the shift in the silver demographic's role [7][26]. - High-frequency activities, such as KTV competitions and social gatherings, have helped form a vibrant community among members, enhancing social connections and engagement [14][33]. Group 3: Market Trends and Future Outlook - The silver economy is projected to grow significantly, with the elderly population in China expected to reach 310 million by the end of 2024 and over 400 million by 2035, creating diverse opportunities beyond traditional elder care [15][34]. - The article emphasizes the need for continuous innovation in products and services tailored to the silver demographic, as indicated by the silver consumption index score of 82, reflecting an increasing acceptance of service-oriented products [17][36]. - The Bailian Blossoms model is being replicated in other locations, aiming to serve the silver community within a 15-minute living circle, thus providing a scalable model for the silver economy [20][39].

Core Insights - The Guizhou Provincial Market Supervision Administration recently announced the results of quality supervision inspections for 29 types of products, including electromagnetic stove products, revealing that no non-compliant products were found among the 32 batches tested from 17 sellers [2]. Group 1: Quality Inspection Results - A total of 32 batches of electromagnetic stove products were inspected, and all were found to be compliant with quality standards [2]. - The inspection covered various safety and performance criteria, including protection against electric shock, input power and current, heating, leakage current under working temperature, and electrical strength [3]. Group 2: Compliance and Manufacturers - The inspected products included those from well-known manufacturers such as Midea and Haier, indicating a strong adherence to quality standards in the industry [3][4]. - Specific models tested included various electromagnetic stoves, with all passing the required safety and performance tests [4].

2月3日，胡润研究院发布《2025胡润中国品牌榜》，榜单首次纳入进入中国市场并服务于中国消费者的非中国品牌。根据榜单，苹果以1.11万亿元的品牌 价值登顶最具价值品牌；贵州茅台以7950亿元品牌价值位居第二，稳居中国品牌价值榜首；微信品牌价值增长最多，稳居第三名，同时取代抖音成为最具 价值中国民营品牌。以苹果为首的消费电子行业超越酒类，成为榜单中价值最高的行业，酒类依旧是中国本土品牌价值最高的行业。 榜单显示，上榜品牌数量从300强扩容至500强。317个品牌的价值较上一年增长，其中包含212个新上榜品牌；153个品牌价值下降；35个品牌价值保持不 变；另有16个品牌落榜。上榜门槛为20亿元人民币，总价值近8.8万亿元人民币。69%的上榜品牌提供实体产品，31%的品牌提供软件或服务。其中，源自 中国的品牌占比76%，非中国品牌占比24%。 看推文多多留言 有机会获商报君送出的礼品 朋友们千万别错过！ ↓↓↓ 上榜品牌的中国总部，覆盖73个城市。其中，上海以136个品牌居首，品牌总价值近2.9万亿元人民币；北京紧随其后，拥有104个品牌，品牌总价值近1.8 万亿元人民币；深圳位列第三，拥有41个品牌，品牌总价值 ...

Core Viewpoint - Haier Smart Home has shown a steady performance in the market, with a recent stock price increase and significant market capitalization, indicating strong investor interest and confidence in the company's growth potential [1]. Company Overview - Haier Group, founded in 1984, has expanded from producing refrigerators to a wide range of sectors including home appliances, IT, logistics, finance, and pharmaceuticals, establishing itself as a global leader in providing solutions for a better life [2]. - The company's main business includes the research, production, and sales of home appliances such as refrigerators, air conditioners, washing machines, and smart home solutions, with a revenue composition of 27.17% from refrigerators, 20.94% from air conditioners, and 20.22% from washing machines [7]. Financial Performance - For the period from January to September 2025, Haier Smart Home achieved a revenue of 234.05 billion yuan, representing a year-on-year growth of 15.31%, and a net profit attributable to shareholders of 17.37 billion yuan, up 14.64% year-on-year [7]. - The company has distributed a total of 48.66 billion yuan in dividends since its A-share listing, with 24.27 billion yuan distributed in the last three years [8]. Shareholder Structure - Among the top ten circulating shareholders, Central Huijin Asset Management and China Securities Finance Company are notable, indicating institutional interest in the company [3][9]. - As of September 30, 2025, the number of shareholders decreased to 190,600, with an average of 0 circulating shares per person, suggesting a consolidation of ownership [7]. Market Activity - The stock experienced a net inflow of 39.40 million yuan today, with a total market capitalization of 236.32 billion yuan, reflecting strong trading activity and investor confidence [1][4]. - The average trading cost of the stock is 25.84 yuan, with the current price approaching a resistance level of 25.21 yuan, indicating potential for upward movement if this level is surpassed [6].

Core Viewpoint - Kaos IoT has submitted its application for listing in Hong Kong, emphasizing accelerating revenue growth and the expectation of achieving profitability for the first time in 2024, although profit margins remain low [1][2]. Group 1: Company Background and Market Position - Kaos IoT, established in 2017 and formerly known as Haier Industrial Holdings, is attempting to operate independently from its parent company, Haier Group, which contributed 58% of its revenue last year [2][5]. - The company positions itself as a supplier of industrial digitalization products and solutions, integrating AI, big data, and IoT technologies to serve manufacturing clients across various sectors [5]. - The company has a significant customer base, with over 9,500 paying enterprise clients, although it remains heavily reliant on Haier for revenue [5][6]. Group 2: Financial Performance - Revenue growth is accelerating, with a 22% year-on-year increase in the first nine months of the previous year, rising from 3.63 billion to 4.42 billion [8]. - Despite the revenue growth, the company faces challenges with low profit margins, with a gross margin hovering around 18% over the past three years, significantly lower than competitors like Tuya Smart, which has a gross margin of 48% [7][8]. - The company has shown improvement in profitability, with net income from continuing operations increasing from 53 million to 129 million year-on-year in the first nine months [9]. Group 3: Strategic Developments - The company sold its mold manufacturing business to focus on its core industrial digitalization operations and acquired Shanghai Carbon Source Group to enter the green manufacturing solutions market [5][8]. - The reliance on Haier is decreasing, with the revenue contribution from its largest customer dropping from 72% to 58%, indicating a positive trend towards diversification [6][9]. - Investors will closely monitor the company's progress in establishing its independence from Haier and improving its profit margins to demonstrate its capabilities as a high-tech company [9].

1月27日，QuestMobile发布《2025中国互联网价值榜》，海尔智家（600690）App荣获2025智能生活人 群首选App。作为国内权威移动互联网大数据研究机构，QuestMobile榜单数据源自真实市场调研分析， 客观反映了各品牌App在行业的活跃渗透水平。此次获奖，不仅印证海尔智家App的用户规模优势，也 体现其在智慧家庭领域的行业领先地位。 海尔智家App还打造开放式生态能力，链接不同行业的丰富智能设备。目前，海尔智慧家庭已接入 6600+生态资源方、55+品牌、167+品类设备，连接智能设备总量超过5200万台，月活用户达到1300多 万。例如通过与长安、奇瑞等车企合作，打造"人车家"全场景解决方案，带来车上管家、家中控车的无 缝智慧体验，让智慧生活从家延伸至家外。 在智慧生活服务体系方面，海尔智家App实现智慧家庭全生命周期服务。在App上，可实现从物流订单 全程跟踪，用户能实时查看订单位置和状态，服务进程一目了然。通过故障AI自诊断，智能设备发生 故障触发自检，还能一键报单，一次上门就解决麻烦。为带来更方面的售后体验，还内置AI语音助 手"小优"，只需像聊天一样，就能完成咨询、报单与预 ...