自ChatGPT掀起AI大模型浪潮两年多来，各行各业都加入了"AI+"的浪潮。今年初，DeepSeek的横空出 世，更给这股AI浪潮添了一把火，让全球科技圈迎来了"DeepSeek时刻"，也让AI应用进入爆发期。 AI正在重塑各行各业，距离普通消费者最近的厨电行业也不例外。众所周知，我国厨电行业近两年逐渐 进入慢增长周期，存量市场博弈成为行业竞争现状，而AI厨电已成为各大厨电品牌打开新的市场增长点 的重要机遇。 包括华帝、方太、老板电器在内的"厨电三杰"，在今年AWE期间纷纷展示了AI如何给厨电赋能，勾勒出 厨电行业从功能叠加到系统智能化的进阶图景。作为厨电高端品牌三强，方太持续以人文关怀和高端体 验巩固品牌壁垒，老板电器聚焦AI食神大模型探索高端智能化赛道，华帝则通过高端时尚的年轻化战略 和净洁厨房战略抢占新兴消费群体。 在竞争激烈的存量市场中，光有前沿产品的创新力还不够，必须同时具有技术壁垒、全球供应链和品牌 价值的企业，才更容易成为赢家。从2024的业绩来看，"方老华"行业马太效应逐渐显著，其中华帝股份 则更为亮眼。 4月28日，华帝股份发布2024年财报显示，其去年总收入同比增长2.23%至63.72 ...

Core Insights - The company reported a revenue of 3.036 billion yuan for the year 2024, reflecting a year-on-year growth of 4% [1] - In Q1 2025, the company achieved a revenue of 690 million yuan, with a net profit attributable to shareholders of 40 million yuan, marking a 40% year-on-year increase [1] Business Performance - The company's brands, including ELLASSAY, Laurèl, IRO China, and self-portrait, showed strong sales growth in 2024, with increases of 8%, 19%, 17%, and 21% respectively [1] - In Q1 2025, the international brands continued to perform well in the domestic market, with self-portrait, Laurèl, and IRO China growing by 17%, 13%, and 14% respectively, while ELLASSAY remained stable [1] Online Sales Growth - Online sales grew by 32% in 2024, with significant contributions from platforms like Douyin, Xiaohongshu, and Tmall [2] - In Q1 2025, online sales on a comparable basis increased by 26%, with online sales accounting for 18% of total sales, up 4.1 percentage points from the previous year [2] Store Expansion and Market Position - The company added 27 new stores in 2024, expanding its presence in key cities such as Macau, Shenzhen, Nanjing, and Hangzhou [2] - The multi-brand and multi-platform strategy has begun to yield results, enhancing the brand matrix's collaborative capabilities and solidifying the company's competitive position in the mid-to-high-end women's wear market [2] Shareholder Value - The company has consistently returned value to shareholders since its listing, proposing a cash dividend of 18.1867 million yuan for the year 2024 [2]

本报记者 李冰 熊悦 "用利息生活"的梦想还是要有的，万一实现了呢？当下年轻人在跟钱相关的事情上不光是嘴上说说、笔 记晒晒，在行动上也做到了该赚赚、该省省、该花花。 遇事不决小红书。小红书作为兼具"种草"与"强搜索"属性的社交媒体App，已成为很多用户消费决策前 做攻略的重要参考之一。泼天流量之下，各大商业银行纷纷循此商机而来。 2025年以来，银行、券商、基金、保险等金融机构开始规模化入驻小红书。截至目前，各类金融机构已 开设超200个官方账号，各银行总行、业务部门或分支机构开设的官方账号也超过60个。越来越多不同 类型的金融机构在小红书开设账号，这俨然成为其争夺流量入口的一个缩影。 记者观察到，当前明显的趋势是，国有大行、全国性股份制银行、城商银行以及部分农商银行等银行的 官方账号相继入驻各类社交媒体平台，覆盖了小红书、抖音、B站、快手等。银行对社交媒体平台流量 分配机制的摸索也由浅入深，金融产品网络营销的"数字化博弈"与"生态重构"已然开启。 由此可见，品牌年轻化已不只是流行词，而是银行零售业态为适应市场环境、在新时代命题下的升级越 阶。这一场以年轻人为焦点的品牌营销进化，不仅是金融行业的自我进击，更是 ...

Core Viewpoint - Li Ziyuan celebrates its 30th anniversary, reflecting on its journey and outlining a vision for high-quality development in the future [1][3] Group 1: Company Achievements and Future Plans - Li Ziyuan has grown from three dairy cows in 1995 to five major production bases across China, establishing itself as a well-known brand in sweet milk [3] - By 2024, Li Ziyuan's core product, sweet milk, is expected to cover nearly 50% of the market share in the flavored dairy beverage sector [3] - The company aims to maintain market order and support its over 2,600 distributors to enhance market penetration and growth [3] Group 2: Brand Strategy and Product Development - In 2023, Li Ziyuan launched a brand renewal strategy, introducing a new slogan and updating its brand image to appeal to younger consumers [5] - The company has increased its investment in research and development, expanding its product range to over 60 varieties, including a zero-sugar sweet milk series and plant-based protein drinks [5][6] - Li Ziyuan's new product "VitaYoung" vitamin water features a unique formula with zero sugar, fat, calories, preservatives, flavoring, and color additives, aligning with health trends [6] Group 3: Marketing and Consumer Trends - The company is leveraging multi-channel marketing strategies to enhance brand visibility, including advertising in major urban areas and utilizing social media platforms [5] - Future consumer trends identified by the company include a focus on health, clean ingredients, and the preferences of Generation Z and the aging population [6] - Li Ziyuan plans to adopt a "young and diversified" brand strategy, aiming to create multiple growth curves through its main brand and a matrix of sub-brands [6]

Core Viewpoint - The current adjustment in the liquor industry has entered a "deep water zone," with structural differentiation intensifying, leading to a concentration of advantages in regions, enterprises, and brands, while policy support and demand improvement determine the short-term elasticity of the liquor industry [1] Group 1: Company Performance - In 2024, the company achieved operating revenue of 89.175 billion yuan, a year-on-year increase of 7.09%, and a net profit attributable to shareholders of 31.853 billion yuan, up 5.44% [1] - In the first quarter of this year, the company reported revenue of 36.94 billion yuan, a year-on-year growth of 6.05%, and a net profit of 14.86 billion yuan, increasing by 5.8% [1] Group 2: Sales and Market Strategy - The company's three main products have shown stable growth, particularly benefiting from the recovery of consumption scenarios and policy support post-Spring Festival, with increases in banquet activities, sales volume, and bottle opening scans [2] - The core product, the eighth generation of Wuliangye, has maintained a balance of price and volume, with online sales increasing by 30% on the official flagship store and 21% on platforms like JD and Tmall [2] Group 3: Marketing and Product Development - The company plans to focus on major markets such as Chengdu, Beijing, Shanghai, and Shenzhen for its classic Wuliangye series, enhancing brand value and market recognition through targeted marketing strategies [3] - A young consumer-focused team has been established to develop products like the 29-degree Wuliangye, aiming to attract younger demographics through various innovative approaches [4]

Group 1 - The company held a performance briefing for the fiscal year 2024 and the first quarter of 2025 on May 9, highlighting the market performance of the eighth generation of Wuliangye [1] - The company implemented a refined market deployment strategy for the eighth generation of Wuliangye, resulting in several highlights: continuous price increase, stable product sales, low social inventory, and a strengthened brand position [1] - Online sales saw significant growth, with the official flagship store's sales increasing by 30% year-on-year, and sales on platforms like JD and Tmall rising by 21% year-on-year [1] Group 2 - The company is focusing on expanding its market among younger consumers by launching products and activities tailored to this demographic, such as the Purple Qi Dong Lai Wuliangye and various themed bottles [1] - A dedicated team has been established to coordinate resources and efforts across departments to enhance the company's appeal to younger consumers [1] - Future initiatives will include product innovations targeting younger consumers through aspects like alcohol content, packaging, and pricing strategies, including the introduction of a 29-degree Wuliangye [2]

资料图。本文来源：第一财经 王珍 美的董事长方洪波：已有六七个人可随时接班 "为什么你去年问我，今年又问我，你问过董小姐吗？" 在5月8日的分析师会议上，美的集团董事长兼总裁方洪波被问到企业接班问题时的回答引发热 议。 全场大笑后，方洪波说："人年纪大了认知会退化，慢慢就会让人讨厌，可那时候自己不知道被讨 厌，甚至还以为大家很喜欢。我一定不会让自己拖到那天，已经有六七个可随时接班的人了，但现 在不能告诉你，大股东我都还没告诉他。" 今日，有关人士向第一财经记者确认，美的集团5月8日举行了分析师会议，方洪波在会上有上述 表态。 方洪波所说的"董小姐"，是指格力电器董事长董明珠。13年前，方洪波、董明珠接替所在公司的 创始人，分别出任美的集团、格力电器董事长。如今，这两大龙头企业是否又到了再次"交接班"的 时候了呢？ 今年，格力电器的董事会、高管团队都增加了年轻成员，而方洪波所说的六七个"苗子"又是谁呢？ 美的年轻高管梯队丰富 目前，美的集团董事会、高管层中，年轻管理人员梯队丰富。 据美的集团2024年年报，在公司董事、高级管理人员中，方洪波58岁，比他年轻的非独立董事有 两位，分别是48岁的董事、副总裁王建国， ...

这些刚刚踏过而立之年、正值大好年华的年轻干部，何以"起步即跌倒"？ 先看外因。"腐败侵蚀"和监督不够有力是两大"推手"。前者表现为一些不法商人热衷"围猎"年轻干 部。他们抓住年轻干部涉世未深、定力不稳的弱点，精心设计围猎手段，先是小恩小惠、阿谀奉承，然 后称兄道弟、迂回拉拢，最后步步套牢、请君入瓮。许多年轻干部抵不住这套严丝合缝的糖衣炮弹，一 步步铸成大错。后者更多表现在部分单位对年轻干部存在"重使用、轻监管"的倾向。比如，一些年轻干 部所处的岗位往往涉及土地开发、工程项目等"高含金量"领域，但基层监督力量相对薄弱，难以覆盖全 流程监督，这就让一些手握"实权"的年轻干部起了歪心思。 再看内因。所谓"成也年轻，败也年轻"，其实不过是理想信念缺失的"遮羞布"。从查处的违纪违法 案件看，年轻干部违纪违法目的相对"直接"，大多"为利为己"，其表现为热衷攀比也好，沾染不良嗜好 也罢，归根结底还是信仰"地基"未打牢，导致思想防线不堪一击、一推就倒。 陈文杰 有些90后还没考上，有些90后就已经被"铐"上。近日，中新网注意到，又有多名"90后"干部落马。 为何要用"又"字？恐怕是因为贪腐年轻化现象已不罕见了。正如近期被通报 ...

2025.05. 09 本文字数：1810，阅读时长大约3分钟 作者 | 第一财经 王珍 "为什么你去年问我，今年又问我，你问过董小姐吗？" 在5月8日的分析师会议上，美的集团（000333.SZ、00300.HK）董事长兼总裁方洪波被问到企业接 班问题时的回答引发热议。 全场大笑后，方洪波说："人年纪大了认知会退化，慢慢就会让人讨厌，可那时候自己不知道被讨 厌，甚至还以为大家很喜欢。我一定不会让自己拖到那天，已经有六七个可随时接班的人了，但现在 不能告诉你，大股东我都还没告诉他。" 今日，有关人士向第一财经记者确认，美的集团5月8日举行了分析师会议，方洪波在会上有上述表 态。 方洪波所说的"董小姐"，是指格力电器（000651.SZ）董事长董明珠。13年前，方洪波、董明珠接 替所在公司的创始人，分别出任美的集团、格力电器董事长。如今，这两大龙头企业是否又到了再 次"交接班"的时候了呢？ 今年，格力电器的董事会、高管团队都增加了年轻成员，而方洪波所说的六七个"苗子"又是谁呢？ 美的年轻高管梯队丰富 目前，美的集团董事会、高管层中，年轻管理人员梯队丰富。 据美的集团2024年年报，在公司董事、高级管理人员中，方 ...

在数字经济蓬勃发展的背景下，"王力杯"大学生直播系列活动于2025年4月25日在北京正式启动。该活动由中国青年报社、中国国际科技促进会、中国乡镇 企业协会共同主办，旨在通过"数字技术+青年力量+乡村资源"的创新模式，为高校创业团队提供实践舞台。全国众多高校的创业团队将运用直播带货、文 化传播等手段，助力农产品销售、非遗传承及文旅资源推广，展现青年创业的无限潜能。 作为本次活动的总冠名方，王力安防（605268）依托技术优势和品牌影响力，为大学生构建起创业实践平台。其标志性的"不夹手"防盗门研发历程，为青年 创业者提供了极具借鉴价值的创新范本。在行业竞争日趋激烈、概念炒作盛行的市场环境下，王力安防始终坚守产品创新本源，以解决消费者的实际使用痛 点为突破口，通过持续的技术创新构筑企业的核心竞争力。 这种对用户安全体验革新的不断追求，正是王力安防对于青年大学生创新思维培育与实践赋能的深层呼应。可以预见，此次"王力杯"大学生直播系列活动， 将会是一场安全防护领域领军企业的社会责任与新生代创造力之间最具象的价值共振。 作为智能安防领域的技术践行者，王力安防始终以研发投入作为发展基石。其最新发布的财报显示，2024年全年 ...