在市场同质化竞争中，方案的本土化是海尔智慧楼宇的核心优势。从全系列产品阵容来看，每一款产品都坚持高效节能理念。面对不同国家和区域的用电要 求和使用习惯，海尔还为用户定制差异化方案。 针对中小空间场景，海尔多联机MRV7在MRV5稳定品质基础上升级，创新冷媒管路设计，解决行业冷媒散热技术维修不便的痛点，兼顾安装灵活性与用户 运行效率。还有360℃环绕出风的紧凑嵌、双安装方式的198mm风管机等产品，能效均属行业最高水平。 针对大型空间场景，海尔始终聚焦无油技术的迭代引领。目前海尔磁悬浮水机单压机能力可达700RT，并规划将行业首创的静压气悬浮水机、高效机房集成 方案推向海外市场。热泵则发力全场景覆盖，满足多户集中供热及酒店多需求一体化。 智能化也是本次方案中的一大亮点。智控产品以AI技术突破硬件节能瓶颈，实现设计端快速智能选型、用户端实现30%节能、服务端SmartCare故障预诊 断。目前AI多联机已在国内得到效果验证，即将出口海外。 坚持全球化布局和本土化运营战略，海尔智慧楼宇正持续加大海外布局。 9月22日，海尔智慧楼宇在青岛举办2025全球技术培训大会暨2026年海外新品发布会。会上，海尔智慧楼宇为不同 ...

Core Viewpoint - The Chinese light industry is experiencing a new development opportunity due to precise growth policies, with Shanghai Jialinjie Textile Co., Ltd. exemplifying success through high-end and intelligent strategies, as evidenced by significant profit and cash flow increases in the first half of 2025 [1]. Group 1: Financial Performance - The company reported a net profit increase of 27.38% in the first half of 2025, with operating cash flow surging over 30 times, indicating a strong recovery and operational efficiency [1][2]. - The net cash flow from operating activities reached 62.58 million yuan, a substantial increase of 3005.17% year-on-year, reflecting enhanced collection capabilities [2]. - The weighted average return on net assets rose to 2.82%, an increase of 0.58 percentage points year-on-year, while earnings per share grew by 27.76% to 0.0359 yuan per share, showcasing excellent cost control and operational efficiency [2]. Group 2: Business Segmentation - The company achieved a total revenue of 616 million yuan in the first half of 2025, with the apparel business contributing 427 million yuan, a year-on-year growth of 8.66%, accounting for 69.29% of total revenue [3]. - Despite a slight adjustment in fabric business revenue, the gross margin increased by 3.02 percentage points, indicating successful product structure optimization and high-end strategy implementation [3]. - The company demonstrated significant profitability resilience compared to the industry, which faced a 7.6% year-on-year decline in profits for large enterprises from January to May 2025, thanks to high-value-added products like functional fabrics and wool knits [3]. Group 3: Market Outlook and Policy Support - Recent joint announcements from the Ministry of Industry and Information Technology, the Ministry of Commerce, and the State Administration for Market Regulation provide favorable expectations for the export business, supporting new foreign trade formats like cross-border e-commerce [4]. - The policies aim to promote generative artificial intelligence in product design and production, fostering new growth points in sectors like sports and leisure, which will benefit light industry companies like Jialinjie [4]. - The global trend of consumption upgrading and the rise of health and fitness culture present vast opportunities for functional textiles, aligning with the company's ongoing high-end and intelligent strategies, which are well-supported by domestic growth policies [4].

从亳州曹操献酒的千年回响，到合肥"科里科气" 的节拍，一场古今交融的贡酒文化盛宴已经启幕。 在内陈列古井贡酒、黄鹤楼酒、明光酒的古井名酒大家庭，年份原浆轻度古20、神力酒等热销新品，古井贡酒"白酒+大健康"产业系列产品等"心选"好 物。 作为古井贡酒的四大重要品牌IP之一，秋酿活动首次开创了2025第十二届古井贡酒·年份原浆秋季开酿美酒文化周。9月19日至23日，"亳州古井酒神广 场"与"合肥世界制造业大会专场"的双城联动开启。 世界制造业大会作为秋酿活动的专场之一，向广大消费者呈现秋日的醉美酒香。这场跨越千年的美酒文化之旅，在酒香中读懂传承，在智造中遇见未来。 古井贡酒作为中国制造业企业500强，再次荣登今年的榜单，位列第413位。 以特约生态伙伴和战略合作品牌的身份，深度融入大会筹备与运营全流程，助力安徽制造业转型升级，开启与世界制造业大会第八年的携手同行。 这场具有重要国际影响力的制造业盛会，以"智造世界·创造美好"为主题，开展开幕式暨主旨演讲、重大项目对接、重点产业链供应链供需对接、大会发 布等，4场重大活动，6场项目对接活动，23场专项活动。 此次大会特别开设了10个综合展区，全方位、多维度呈现制造 ...

Group 1: Company Products and Projects - The main products of the company include magnesium alloy die-casting components primarily for automotive applications, such as display systems, powertrain components for electric vehicles, and structural parts for car interiors [3] - In the first half of the year, the company has undertaken new projects mainly focused on powertrain components for electric vehicles and display system components [3] - The company is currently progressing normally with its convertible bond issuance and will disclose information as required by regulations [3] Group 2: Advantages of Magnesium Alloys - Magnesium alloys are recognized as the lightest commercial metal structural materials, offering advantages such as low density, good toughness, and strong damping capacity [3] - The application of magnesium alloys in automotive body structures provides excellent heat dissipation, vibration reduction, and weight reduction effects [3] Group 3: Future Strategies and Technologies - The company plans to focus on the application of magnesium and aluminum alloys in automotive lightweighting, electrification, and intelligence, promoting products like powertrain housings and display backplates [4] - The company will adopt a flexible approach in selecting between semi-solid and traditional high-pressure die-casting processes based on performance requirements and cost considerations for diverse product development needs [3][4]

Core Viewpoint - The company has been deeply engaged in the energy and power sector, providing various products and solutions for power generation, transmission, distribution, usage, and storage [1] Group 1: Business Focus - The company offers relay protection, automation and control systems, power electronics, integration of primary and secondary systems, and smart IoT solutions [1] - The company is actively expanding into other industrial automation and intelligent fields [1] Group 2: Specific Business Development - The unmanned boat business is seen as a synergistic expansion of the company's related technologies and products into relevant fields [1] - Current market conditions indicate that the business expansion of unmanned boats is not meeting expectations [1]

Core Viewpoint - The State Grid Shandong Emergency Center is committed to enhancing public emergency response and self-rescue capabilities through a long-term, systematic approach to emergency science popularization, aligning with national policies and integrating resources effectively [1][2][3]. Group 1: Emergency Science Popularization Initiatives - The center aims to transform emergency science popularization into an intelligent, normalized, and socialized process, with plans to upgrade the national-level power emergency base by 2025 [2][3]. - The center has established a comprehensive platform that includes a 1,500 square meter exhibition hall and a 36,000 square meter outdoor training area, hosting over 20 science popularization events annually and attracting more than 1,500 visitors [2][3]. Group 2: Innovative Training and Collaboration - A multi-dimensional science popularization system has been created, integrating online and offline resources, and fostering collaboration among government, enterprises, educational institutions, and media [3]. - The center has developed a series of legal education materials and micro-courses, combining legal knowledge with emergency science to enhance public understanding of relevant laws and regulations [5]. Group 3: Practical Experience and Technology Integration - The center has introduced immersive training programs using VR and AR technologies, allowing participants to experience emergency scenarios and learn practical skills in a simulated environment [6]. - Real-life emergency response situations are utilized as teaching opportunities, effectively turning rescue operations into valuable public science education sessions [8][10]. Group 4: Achievements and Recognition - The Shandong power team won the provincial emergency legal knowledge competition for the fourth consecutive time, scoring 710 points [5]. - The center's emergency rescue team has been officially recognized as a provincial-level emergency rescue team, equipped with modern emergency response vehicles and equipment [10].

跌了几年的新能源基金何时能回本？ 近日，有投资者向《国际金融报》记者表示，其持有的部分基金陆续在今年的上涨行情中回本，但依旧 有基金亏损不少，比如，持有四年的新能源基金。 众多新能源基金的持有人苦于回本久矣。 指数跌幅过大，使得相关指数基金难免遭受重创。自2021年以来，新能源、新能源车、电池、光伏等多 个新能源相关主题ETF的最大回撤均超过65%，并且领跑全市场所有股票型ETF。如果一位投资者不慎 在2021年高位买入某新能源主题ETF，截至去年8月下旬指数触底，区间最大亏损将超60%。如果该投 资者在该区间内持仓未动，那么在板块触底后，该ETF需上涨约150%以上才能实现回本。 新能源板块曾经是A股的黄金赛道，无论是新能源汽车、锂电池还是光伏赛道，相关主题基金都获得过 众多投资者的认可。不过，近几年，行业风口并不在该赛道，相关基金的连续回撤成了持有人的"痛"。 随着今年新能源汽车产销数据的增长，产业端的增长势头也反映在了二级市场，新能源板块在下半年呈 现明显的上涨趋势。受访者认为，尽管新能源板块今年实现整体反转仍存在不确定性，但已具备一定的 反转条件。 新能源基金调整许久 今年以来，几大新能源相关指数明显 ...

Core Insights - The A-share market experienced a collective decline on September 23, with the automotive parts sector showing resilience and increasing in value [1] - The automotive parts ETF (562700) rose by 0.13% with a trading volume of 17.54 million yuan, leading its category [1] - Key stocks such as Xusheng Group, Yongding Co., and Dayang Motor reached their daily limit up, indicating strong market interest [1] Automotive Parts Sector - The automotive parts ETF tracks the CSI Automotive Parts Theme Index, which includes high-quality component manufacturers across various automotive systems [1] - The sector is benefiting from the trends of electrification and intelligence in the domestic automotive industry, suggesting significant growth potential [1] - Companies involved in robotics are increasingly integrating into the automotive parts sector, with humanoid robots seen as a "second curve" for automotive components [1]

来源：东风汽车 责编：汪云鹏 校 对：许欣 百万用户都在看 刚刚！美联储，降息大消息！ 炸裂！英伟达，超级大动作！ 见证历史！集体大涨！ 突发！A股公司董事长，被留置！ 突然！尾盘，多只牛股异动！发生了什么？ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 9月22日，东风汽车董事长、党委书记杨青赴深圳，与华为公司创始人任正非及华为副董事长、轮值董事长徐 直军会谈，双方围绕强化战略互信、深化战略合作、推进企业治理与运营机制创新等议题进行了深入交流。 在与任正非的会谈中，双方回顾了东风汽车与华为多年来深化合作的历程，并就行业竞争态势、企业机制创新 等议题交换意见。杨青表示，东风汽车正积极推动新能源、智能化跃迁，将与华为持续深化战略协同，共同面 ...

Group 1 - Dongfeng Motor's chairman Yang Qing met with Huawei's founder Ren Zhengfei and Xu Zhijun to discuss strengthening strategic trust and deepening cooperation [1] - The discussions included topics such as industry competition dynamics and innovation in corporate governance and operational mechanisms [1] - Dongfeng Motor is actively promoting the transition to new energy and intelligent vehicles, aiming to deepen strategic collaboration with Huawei to address industry changes and market challenges [1] Group 2 - Ren Zhengfei emphasized that the fundamental aspect of the automotive industry is to produce high-quality vehicles, with safety being the highest priority [2]