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美的海信组CP,“黑白配”释放什么信号?家电存量竞争玩法变了
Hua Xia Shi Bao· 2025-05-08 13:38
Core Viewpoint - The collaboration between Midea Group and Hisense Group marks a significant shift in the competitive landscape of the domestic home appliance industry, moving from fierce rivalry to a cooperative approach to tackle challenges in the evolving global economy and technology environment [2][3]. Group 1: Strategic Cooperation - Midea Group and Hisense Group will focus on AI applications, advanced manufacturing, and smart logistics as part of their strategic cooperation [2][3]. - The companies plan to develop a wide range of digital and AI application platforms, particularly in manufacturing and logistics, while also exploring green factories and industrial internet collaboration [3][5]. - Both companies aim to enhance their core technology capabilities and optimize their production and logistics systems through this partnership [3][5]. Group 2: Background and Market Context - The collaboration is seen as a response to the changing market dynamics, where traditional competitors are now seeking to combine strengths rather than compete head-to-head [6][8]. - Midea Group and Hisense Group have different core focuses, with Midea primarily in white goods and Hisense in black goods, which reduces direct competition and allows for collaboration [7][8]. - The partnership is also influenced by external factors such as tariff disputes affecting the home appliance industry's international expansion [7][8]. Group 3: Financial Performance and Market Impact - Hisense Group reported a projected revenue of 214.3 billion yuan for 2024, with overseas income accounting for 996 billion yuan, or 46.5% of total revenue [8]. - Midea Group disclosed a revenue of 409.1 billion yuan for the previous year, with overseas revenue making up 41% [8]. - The market reaction to the collaboration has been muted, with Midea's stock price showing a slight increase while Hisense's stock performance varied [8].
揭秘涨停丨政策利好,跨境支付概念多股涨停
(原标题:揭秘涨停丨政策利好,跨境支付概念多股涨停) 今日A股市场收盘共93股涨停,剔除掉12只ST个股后,有81股涨停,26股封板未遂,整体封板率为 78.15%。 涨停战场:ST新潮超百万手买单封板 从收盘涨停板封单量来看,ST新潮封单量最高,有100.79万手;其次是保税科技、步步高、中油资本, 涨停板封单分别为59.15万手、56.5万手、49.69万手。 从连续涨停天数来看,安记食品6连板,天保基建5连板,保税科技、红墙股份4连板,天元股份、百大 集团、威尔药业3连板,ST新潮、跨境通、海联金汇等15股2连板,乐山电力7日6板、步步高4日3板 等。 以封单金额计算,21股封单资金超1亿元,中油资本、青岛金王、海联金汇封单资金居前,分别为3.93 亿元、3.42亿元、3.36亿元。 中油资本具有国际结算概念,公司此前在投资者问答平台上表示,中油资本所属金融企业昆仑银行的跨 境人民币业务在人民银行和相关监管机构统一指导和安排下进行,在人民币国际化进程中,积极推动跨 境人民币结算,在服务油气主业、保障国家能源安全方面做出应有贡献。 龙头点睛:跨境支付板块多股涨停 1.跨境支付 涨停个股:青岛金王、海联金汇 ...