2025年工业经济成绩单里，制造业数智化转型表现亮眼。 工业和信息化部数据显示，截至目前，我国已累计建成3.5万余家基础级、8200余家先进级、500余家卓 越级智能工厂，培育15家领航级智能工厂。 这份"高分答卷"并非一蹴而就，而是源于一以贯之的坚守。 回望过去。"十三五"规划纲要提出"促进制造业朝高端、智能、绿色、服务方向发展，培育制造业竞争 新优势"。"十四五"规划纲要提出要"深入实施智能制造和绿色制造工程"。 如今，制造强国战略深入实施，新一代信息技术与制造技术融合发展的成果已经超出预期。 展望未来，以创新为核心生产要素，以梯度培育强基础，以生态协同破壁垒，下一个十年，智能工厂将 带给我们更多惊喜。 （文章来源：人民日报） 智能工厂的核心价值，在于重构生产逻辑、激活产业动能。从汽车工厂实现多车型柔性混流生产，到石 化工厂依托数字孪生自主运行，再到光缆工厂攻克超大尺寸预制棒的极限制造工艺，高效率、高精度、 高柔性、高质量，领航级智能工厂在实践中不断探索制造新模式，为各自行业树立了转型标杆。 随着技术不断创新突破，智能制造演进的速度也在加快。数据显示，人工智能已渗透领航级智能工厂 70%以上的业务场景，沉 ...

2026年1月23日，珠海格力电子元器件有限公司发生工商变更，董明珠卸任法定代表人、执行董事职务，由方祥建接任并担任执行公司事务的董事。该公司 成立于2022年7月，注册资本1亿元，由格力电器全资控股，主营电子元器件制造、第三代半导体芯片（碳化硅方向）等业务。 此次变动是董明珠两年内第4次从格力系子公司核心职位退任。2025年6月，她已卸任格力芯片设计公司"珠海零边界"董事长；8月卸任"格力钛新能源"董 事。 方祥建为格力内部培养的技术派高管，2021年11月出任格力电器副总裁，深耕质量与生产运营领域超20年，契合电子元器件板块技术研发需求。 2025年4月格力电器董事会换届中，董明珠连任董事长但卸任总裁（由张伟接任），方祥建等多名年轻高管晋升副总裁。此次调整延续了"技术骨干接班"路 径，降低业务对个人标签的依赖。 董明珠此次卸任是格力制度化治理的关键一步，标志着芯片业务从"董明珠驱动"转向"专业化梯队驱动"。短期看有助于提升子板块执行力，长期则需验证年 轻管理层能否延续技术攻坚与市场化能力。 ...

天眼查信息显示，近日，珠海格力电子元器件有限公司发生工商变更：董明珠卸任法定代表人、执行董 事，方祥建接任法定代表人并担任执行公司事务的董事。 公开资料显示，方祥建毕业于华中科技大学，获硕士学位，是正高级工程师。 2004年7月至2016年12月，方祥建历任珠海格力电器股份有限公司筛选分厂厂长助理、副厂长、厂长， 质量控制部部长。2016年12月以来，方祥建任珠海格力电器股份有限公司助理总裁。 方祥建担任中国质量检验协会副会长、中国消防协会专业委员、中国质量协会第七届学术委员会委员、 中国节能协会绿色高效用能产品专业委员会副主任委员等职务。 格力电器在互动平台曾向投资者介绍，格力电器自2015年起战略布局芯片研发，逐步构建起从设计到制 造的全产业链能力。 2022年，珠海格力电子元器件有限公司成立，全面负责第三代半导体碳化硅（SiC）晶圆制造、功率器 件封装测试及半导体检测服务，并于同年12月启动碳化硅芯片工厂建设。目前对外合作客户覆盖超20家 芯片设计公司，业务模式以晶圆代工为主，同时提供封装测试服务，客户领域涵盖新能源汽车、光伏储 能、工业控制、家用电器等，推动国产碳化硅芯片在多场景的替代应用。 第一财经 ...

【#方祥建接棒董明珠#，担任格力电子元器件有限公司法人】#格力芯片频繁出圈#天眼查信息显示，近 日珠海格力电子元器件有限公司发生工商变更：董明珠卸任法定代表人、执行董事，方祥建接任法定代 表人并担任执行公司事务的董事。方祥建同样是格力电器的"老人"。公开信息显示，方祥建在格力电器 工作多年，2021年11月出任格力电器副总裁，任职至今。珠海格力电子元器件有限公司成立于2022年7 月，注册资本为1亿元人民币，经营范围包括电子元器件制造、电子元器件批发、电力电子元器件制造 等。股东信息显示，该公司由珠海格力电器股份有限公司全资持股。在此之前，2025年6月，董明珠卸 任珠海零边界集成电路有限公司法定代表人、董事长职务。该公司的经营范围主要包括集成电路芯片设 计及服务、集成电路芯片及产品销售、电子产品销售等。据官网介绍，珠海零边界是格力电器进军芯片 行业、掌握核心"芯"技术的关键力量。格力电器2025年6月投资者调研纪要显示，格力自2015年开始进 入芯片领域，目前芯片工厂一期规划年产能24万片。目前公司芯片产品主要有功率半导体产品以及集成 电路芯片，功率半导体产品包括IGBT、FRD、IPM、硅基功率模组、碳化 ...

Core Viewpoint - Gree Electric Appliances has strategically focused on chip research and development since 2015, establishing a comprehensive industrial chain capability from design to manufacturing [1] Group 1: Company Developments - In 2022, Gree established Zhuhai Gree Electronic Components Co., Ltd., which is responsible for the manufacturing of third-generation semiconductor silicon carbide (SiC) wafers, power device packaging testing, and semiconductor testing services [1] - The construction of the silicon carbide chip factory was initiated in December 2022 [1] Group 2: Business Model and Partnerships - Gree's external cooperation includes over 20 chip design companies, primarily focusing on a wafer foundry business model while also providing packaging and testing services [1] - The customer sectors include new energy vehicles, photovoltaic energy storage, industrial control, and home appliances, promoting the application of domestic silicon carbide chips in various scenarios [1]

格隆汇1月26日丨格力电器(000651.SZ)在投资者互动平台表示，公司暂未有涉足饮品行业的计划。 ...

Group 1 - Dong Mingzhu has resigned as the legal representative and executive director of Zhuhai Gree Electronics Components Co., Ltd., with Fang Xiangjian taking over these roles [1] - Fang Xiangjian has been with Gree Electric for many years and has served as the vice president since November 2021 [5] - Zhuhai Gree Electronics Components Co., Ltd. was established in July 2022 with a registered capital of 100 million RMB, focusing on the manufacturing and wholesale of electronic components [5] Group 2 - Dong Mingzhu previously stepped down from her position as the legal representative and chairman of Zhuhai Zero Boundary Integrated Circuit Co., Ltd. in June 2025, which focuses on integrated circuit chip design and sales [6] - Gree Electric has been involved in the chip industry since 2015, with a planned annual production capacity of 240,000 pieces for its first-phase chip factory [6] - Gree's self-developed chips are used in home air conditioning products, with approximately 30% of applications being self-researched, and they are also utilized in commercial air conditioning, smart equipment, and industrial robots [6] Group 3 - Gree established the Zero Boundary company in 2018 for chip design and the electronics components company in 2022, focusing on silicon carbide chip design and testing [7] - The silicon carbide chip factory began construction in December 2022, with plans to achieve product line completion by the end of 2023, targeting an annual production capacity of 240,000 six-inch silicon carbide wafers [7] - Gree Electric's chip sales are expected to exceed 300 million pieces in 2025 [7] Group 4 - Recent reports indicate that Gree's silicon carbide chips are expanding into new markets, including photovoltaic energy storage and logistics vehicles [6][7] - There were rumors regarding Gree supplying half of the chips to GAC Group, which GAC has publicly denied, stating that such claims are not factual [7]

Investment Rating - The report assigns an "Outperform" rating to multiple companies including Nike, Midea Group, JD Group, Haier Smart Home, Gree Electric, Anta Sports, and many others, indicating a positive outlook for these stocks [1]. Core Insights - The gold and jewelry sector has emerged as the top performer this week, driven by new consumer sentiment and the upcoming Spring Festival, which is expected to boost sales [4][14]. - The overall performance of various sectors shows significant fluctuations, with gold and jewelry leading the gains, while sectors like luxury goods and U.S. hotels are experiencing declines [12][15]. - The report highlights that the valuation of various sectors remains below their historical averages, suggesting potential investment opportunities [10][17]. Sector Performance Summary - **Gold and Jewelry**: This sector saw a weekly increase of 12.9%, with notable stock performances from Lao Pu Gold (+20.5%) and Chao Hong Ji (+12.3%) due to positive sales forecasts [6][14]. - **Gambling**: The gambling sector increased by 2.9%, with companies like MGM China and Galaxy Entertainment showing strong market share growth [14]. - **Overseas Cosmetics**: This sector rose by 2.1%, driven by E.L.F. Beauty's stock increase of 4.6% following positive earnings forecasts [14]. - **Retail**: The retail sector increased by 2.0%, with Wanchen Group's stock rising by 14.3% due to optimistic revenue expectations [14]. - **Domestic Cosmetics**: This sector saw a modest increase of 0.9%, with companies like Proya and Runben showing positive stock movements [8][14]. - **Snacks**: The snack sector increased by 0.6%, with Youyou Foods and Qiaqia Foods showing gains [14]. - **Pet Sector**: This sector experienced a slight decline of 0.4%, with Zhongchong Co. facing stock price pressures [14]. - **Domestic Sportswear**: This sector decreased by 1.4%, with Anta Sports experiencing a notable decline of 6.1% [14]. - **U.S. Hotels**: This sector fell by 1.4%, with major hotel chains like Marriott and Hilton reporting declines [15]. - **Credit Cards**: The credit card sector also saw a decline of 1.4%, influenced by uncertainties regarding proposed interest rate caps [15]. - **Luxury Goods**: This sector decreased by 1.6%, with Burberry facing significant stock price drops due to market concerns [15]. - **Overseas Sportswear**: This sector fell by 1.8%, with Adidas experiencing a notable drop of 8.7% due to downgrades from investment banks [16]. Valuation Analysis - The report indicates that the expected PE ratios for various sectors in 2025 are below their historical averages, suggesting potential undervaluation. For example, the expected PE for the gold and jewelry sector is 25.9, which is 49% of its historical average [10][17].

1月26日，天眼查工商信息显示，珠海格力电子元器件有限公司发生重要人事变更：董明珠卸任法定代表人、执行董事职务，由方祥建接任法定代表人并 担任执行公司事务的董事。这是2026年开年以来，格力系公司首次出现董明珠职务变动。 | のアメHRE | | 都在用的商业管询工具 出現中心的女性大量大量之意義 | 查公司 查老板 商关系 濟风险 珠海格力电子元器件有限公司 | 8 天殿 下 | | 器 应用 · 商务合作 企业级产品、 → 开通会员 · ▲ 费米 · | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 基本信息 14 | | 法律诉讼 | 经营风险 | 经营信息 624 | 公司发展 51 | 知识产权 218 | 历史信息7 ◎ | | | 变更记录 5 2 @ | | | | | 变更项目 - | 变更时间 · | 司 导出 | 2天眼查 | | 房号 | 变更日期 | 变更项目 | | 变更前 | | 变更后 | | | | 2026-01-23 | | 高级管理人员备案(童 事、监事、经理等) | 刘炎姿(监事) 冯尹(经 ...

天眼查工商信息显示，近日，珠海格力电子元器件有限公司发生工商变更，董明珠卸任法定代表人、执 行董事，方祥建接任法定代表人并担任执行公司事务的董事。 责任编辑：安东 | 股东信息 1 2 ● 富股权结构 | | | | | | --- | --- | --- | --- | --- | | 序号 | | 股东名称 | 持股比例 ÷ | | | 1 + nament | 珠海格力电器股份有限公司 品 控股股东 A股(正常上市) 股权质押 | | | 100% | 2025年6月9日，格力电器董事会秘书章周虎在公司业绩说明会上透露，格力电器自2015年开始进入芯片 领域，目前一期规划产能24万片/年，公司会依据终端上量情况动态进行扩产建设。目前公司芯片产品 主要有功率半导体产品以及集成电路芯片，功率半导体产品包括：IGBT、FRD、IPM、硅基功率模 组、碳化硅SBD、MOS、SiC功率模组等，集成电路芯片包括通用工控、低功耗、高性能三个系列32位 MCU以及AI SoC芯片。公司芯片已大规模应用在家用空调产品中，整体自研应用占比约30%，自研芯 片也已应用在商用空调、智能装备、工业机器人等自营业务中。 财经频道更 ...