永冠新材（603681）今日晚间公告，29日收到股东谢秉政出具的《股份减持告知函》，谢秉政5月29日以大宗交易方式减持公 司股份61万股，占公司总股本的0.32%。谢秉政为比音勒芬（002832）董事长。 本次权益变动后，谢秉政持有永冠新材股份数减少至1136.04万股，持股比例从6.26%减少至5.94%，其权益变动触及1%整数 倍。 | 投资者名 | 变动前股数 | 变动前比 | 变动后股数 | 变动后比 | 权益变动方式 | 权益变动的 | | --- | --- | --- | --- | --- | --- | --- | | 称 | (万股) | 例 (%) | (万股) | 例 (%) | | 时间区间 | | 谢秉政 | 1197. 0400 | 6. 26 | 1136. 0400 | 5.94 | 集中竞价 大宗交易 V | 2025/05/29 | | | | | | | 其他: | | | 合计 | 1197. 0400 | 6. 26 | 1136.0400 | 5.94 | | | 2023年11月8日,永冠新材控股股东、实际控制人吕新民及其一致行动人郭雪燕与谢秉政签署了《股份转让 ...

Core Viewpoint - Honghua Group has signed a sales agreement worth over 1.5 billion RMB for intelligent drilling rigs with a Middle Eastern client, indicating strong recognition of its new generation products in the high-end drilling market [1][2]. Group 1: Sales Agreement and Market Recognition - The sales agreement signed on May 23, 2025, is an addition to a previous contract for intelligent drilling rigs worth 1.5 billion RMB, showcasing the company's growing presence in the Middle East [1]. - The new generation AI intelligent drilling rigs utilize self-developed systems and machine learning algorithms, significantly improving operational efficiency compared to traditional equipment [2]. Group 2: Business Growth and Financial Performance - In 2024, Honghua Group's marine segment revenue surged to 860 million RMB, a year-on-year increase of 100.62%, contributing to 15.3% of total revenue [3]. - The company achieved a total revenue of 5.633 billion RMB in 2024, with a compound annual growth rate of 24.2% over the past three years, and successfully turned a profit with a net profit of 8 million RMB [4]. Group 3: Technological Advancements and Strategic Positioning - The intelligent drilling rigs incorporate six core technologies, enhancing operational efficiency, safety, mobility, and economic performance for clients [2]. - Honghua Group's transition from manufacturing to intelligent manufacturing is becoming clearer, with ongoing advancements in both intelligent drilling rigs and marine business [3].

Group 1: Company Performance - The company achieved a revenue of 165,650.33 million CNY in 2024, representing a growth of 27.89% compared to the previous year [5] - The net profit attributable to shareholders was 6,007.05 million CNY, reflecting a 17.68% increase year-on-year [5] Group 2: Production and Projects - The Huizhou project has entered the equipment debugging and trial production phase, with full production expected to be announced in future company announcements [4][6] - The production capacity of the Thailand and Vietnam bases is steadily increasing, with both facilities fully operational [3] Group 3: Market and Industry Insights - The electric motor and intelligent drive control system industry is expected to maintain continuous innovation and stable growth due to expanding downstream applications [3] - The company has over 30 years of experience in R&D and manufacturing of electric motors and intelligent drive control systems, achieving performance levels that meet international standards [3] Group 4: Strategic Investments - The company is participating in private equity investments in the robotics industry to establish stable partnerships and avoid marginalization [2] - The company has made significant investments in its servo systems, which are widely used in robotics and industrial automation [5] Group 5: Customer Base and Orders - Major new clients include Xiaomi, DJI, Silver Star, Anker Innovation, Meituan, and Philips, contributing to the growth in performance [4] - The company has a sufficient order backlog, with the motion control division expected to increase its market share as production capacity is released [5]

Core Viewpoint - In Q1 2025, the company's revenue decreased by 1.76% year-on-year, with stable performance expected from its own brand, showing a decline in offline sales but over 30% growth online, while engineering business grew steadily by over 10% [1][3] - The net profit attributable to shareholders in Q1 2025 decreased by 4.02% year-on-year, mainly due to the pre-expensing of brand costs [1][3] - The mattress products led growth in 2024, with national subsidies accelerating online growth and offline channels turning positive in Q4 2024 [1][4] Financial Performance - In 2024, the company achieved revenue of 8.729 billion yuan, an increase of 0.59%, while the net profit attributable to shareholders was 322 million yuan, a decrease of 24.84% [2] - In Q1 2025, the company reported revenue of 1.73 billion yuan, down 1.76% year-on-year, and a net profit of 71 million yuan, down 4.02% [2][3] - The basic EPS for Q1 2025 was 0.19 yuan, remaining flat compared to the previous year [2][3] Business Segments - In 2024, the company's mattress, soft bed and supporting products, sofa, and wooden furniture revenues were 5.27 billion, 2.44 billion, 720 million, and 170 million yuan, respectively, with the mattress segment showing steady growth [4][5] - The online revenue for the company's own brand in 2024 was 1.98 billion yuan, an increase of 9.9%, with Q4 growth exceeding 20% [5] Cost and Profitability - The gross margin for 2024 was 33.67%, a decrease of 0.70 percentage points, with the mattress segment gross margin at 38.40% [6] - The net profit margin for 2024 was 3.69%, down 1.25 percentage points, primarily due to increased sales expenses [6] - The company plans to optimize its expense allocation strategy, expecting an improvement in profitability [1][6] Future Outlook - The company aims to focus on the retail sector, optimizing offline channels and enhancing store efficiency while expanding online channels to new platforms [1] - Revenue projections for 2025-2027 are 9.46 billion, 10.11 billion, and 10.76 billion yuan, with expected year-on-year growth rates of 8.3%, 6.9%, and 6.4% respectively [6]

对于大部分骑行爱好者而言，骑行往往代表着自由、洒脱，代表着享受运动所带来的独特快感。但骑行 领域的"资深玩家"想必都很清楚，倘若只有满腔热情，骑行的过程可能会困难重重。唯有准备好相应的 专业设备，才能真正开启属于自己的骑行之路。 作为一家从事智能潮玩机车、服装、咖啡及骑行周边的生态品牌，BOLYGA柏利迦用行业领先的智能 化产品，充分满足广大骑行爱好者的实际需求。 推出创新产品，充分展现AI智能技术潜力 近期，BOLYGA柏利迦在现有的三款产品基础上又为广大骑行爱好者带来了两款预售产品——Awaken 觉醒01 Pro、Alkaid摇光城市版。这两款产品集合了BOLYGA柏利迦多种尖端技术，为智能出行领域树 立了创新榜样。Awaken觉醒01 Pro，是行业首个同时获得新国标3C认证及美国UL认证的产品，特采用 机甲设计元素，提升科技感、前卫感。前置高清1080P摄像头、一键拍摄按键，APP可设置拍摄时长， 拍摄完成后自动上传至云处理器，将120度广角剪辑成90度广角，进行渲染和防抖处理，再通过4G通讯 模组回传至手机APP中。同时，Awaken觉醒还配备了碰撞预警、电子后视镜和千里眼防盗等功能，为 骑行者安 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [9] Core Views - The company reported a revenue of 37.041 billion yuan for 2024, representing a year-on-year growth of 21.77%. However, the net profit attributable to shareholders decreased by 9.62% to 4.285 billion yuan, while the net profit excluding non-recurring items was 4.036 billion yuan, down 0.87% [2][6] - In Q1 2025, the company achieved a revenue of 8.978 billion yuan, marking a year-on-year increase of 38.28%. The net profit attributable to shareholders surged by 63.08% to 1.323 billion yuan, and the net profit excluding non-recurring items rose by 55.87% to 1.234 billion yuan [2][6] - The company continues to see high growth in the new energy vehicle sector, with revenue growth of 68% in 2024 and 66% in Q1 2025. The general automation business is showing signs of recovery, with a growth of 1% in 2024 and 28% in Q1 2025 [2][12] - The company is focusing on strategic initiatives, including humanoid robots and AI, which are expected to create new growth drivers. The company has developed low-voltage high-power drivers and other components for humanoid robots, with promising performance in internal tests [12][12] Summary by Sections Financial Performance - For 2024, total revenue was 37.041 billion yuan, with a gross profit margin of 29%. The net profit margin was 11.6% [16] - In Q1 2025, the company reported a net profit margin of 14.96%, an increase of 2.3 percentage points year-on-year [12][12] Business Segments - The new energy vehicle and rail transit businesses showed significant growth, with respective year-on-year increases of 68% and 66% in 2024 and Q1 2025. The general automation business also showed recovery with a 28% growth in Q1 2025 [12][12] - The company’s market share in key product categories such as servo systems and low-voltage frequency converters has improved, ranking first in several categories [12][12] Strategic Initiatives - The company is advancing its strategic initiatives in internationalization, digitalization, and energy management, while also investing in humanoid robots and AI technologies [12][12] - The company plans to launch components for humanoid robots in the market in 2025, leveraging its understanding of industrial scenarios to develop intelligent solutions [12][12]

Core Viewpoint - The recent popularity of large-screen televisions, particularly 100-inch models, is driven by their immersive viewing experience and advanced technology, making them a preferred choice for both entertainment and gaming. Group 1: Market Trends - The Haier TV brand has become synonymous with large-screen televisions, with one in every two 100-inch TVs sold globally being a Haier product, indicating its market leadership [9][10]. - The trend towards larger screens is supported by consumer testimonials on social media platforms, emphasizing the regret of not purchasing larger models sooner [1][3]. Group 2: Technological Advancements - The integration of AI quality chips in 100-inch TVs enhances image clarity and depth, comparable to IMAX screens, while also providing features that protect users' eyes [3][8]. - High refresh rates of up to 330Hz in gaming TVs eliminate lag and tearing, significantly improving the gaming experience for users [5]. Group 3: Consumer Experience - Families with children report that large screens reduce eye strain compared to smaller devices, making them a safer option for viewing content [3][7]. - The smart features of 100-inch TVs allow for voice-activated commands, making them user-friendly for all age groups, including children and the elderly [7][8]. Group 4: Product Offerings - Haier offers a diverse range of over 50 models of 100-inch TVs, catering to various consumer preferences and needs, from aesthetics to performance [9][10]. - Current promotional activities include significant discounts and incentives, such as government subsidies and extended service options, encouraging consumers to invest in large-screen TVs [10].

《中国民航报》、中国民航网 记者冯智君 报道：伴随第137届广交会持续开展和"五一"假期临近，广州白云机场口岸出入境客流持续高位运行。据广州白云 出入境边防检查站统计，本届广交会开幕以来，广州白云机场口岸出入境客流（截至4月27日24时）超65万人次、日均超5万人次，同比增长27.8%。 白云机场口岸入境现场（广州白云边检站供图） "与去年广交会期间的口岸客流相比，现在外国人占比更高了，尤其是'一带一路'共建国家客商的面孔明显增多。"广州白云边检站边检处处长姜明哲介绍， 本届广交会开幕以来，来自"一带一路"共建国家的人员超10万人次，同比增长29.7%，占比约74.1%。 广州白云边检站预测，今年"五一"假期期间，白云机场口岸或现多时段客流高峰。其中，4月30日至5月1日为中国籍旅客出境高峰、5月5日至6日为外国籍旅 客出境高峰；4月30日至5月1日为外国籍旅客入境高峰、5月4日至5日为中国籍旅客入境高峰。预计假期口岸日均客流量约为5万人次、峰值或将超过5.3万人 次。 具体时段上，广州白云国际机场T1航站楼的入境高峰主要在凌晨1时至3时和14时至18时，出境高峰则集中在22时至24时。广州白云国际机场T2航 ...

(海尔智慧楼宇智控总经理周威斌) 从"凭经验调控"到"AI精准管理" 双碳目标推动下，商用建筑用户正面临双重挑战：既要满足日益严苛的节能指标，又要破解人工管理效率低下的痛点。对于企业管理者而言，该如何让中央 空调系统既省电又省心？ 4月28日，海尔智慧楼宇在中国制冷展现场发布了行业首个高效机房暖通智能体，并展示了行业领先的全场景AI智控方案。对于用户来说，这相当于让建筑 学会主动思考，可以根据环境及数据信息等智能联动硬件机组运行，自主判断如何运行才节能。同时，AI暖通智能体还能为用户24小时在线答疑，专业度 堪比工程师，为用户带来省电、省心的双重体验。 从"被动运维"到"主动预判" 省力省心的同时，主要是省钱。高效机房暖通智能体将AI助手部署于企业本地服务器，不仅能避免能源数据云端传输风险，还能提升AI系统响应速度20%。 可实时捕捉负荷波动并动态调节水温、风量，智慧调节运行模式。 此外，AI助手中还喂养了大量暖通专业知识与经验，当管理人员提问"如何降低夏季峰值负荷"时，系统可快速调出系统中的相关信息，结合实时数据给出最 佳方案，避免能耗浪费，减少支出。 传统中央空调的能耗管理，往往依赖人工定时启停或经验性调 ...

【WitsView整理】 4月27日，TCL电子公布2025年第一季度全球TV出货量数据。 TCL电子表示，凭借"TCL+雷鸟"双品牌与"中高端+大屏化"战略实施，结合Mini LED、量子点、 AI智能等前沿技术，TCL电子2025年第一季度全球TV出货量达651万台，同比增长11.4%；受益于 公司TV业务中高端产品占比提升，带动公司TV销售额同比增长22.3%。 二零二五年第一季度出货量数据（未经审计） 单位：台 | | 二零二五年第一季度 | 二零二四年第一季度 | | --- | --- | --- | | 大尺寸显示 -- TCL TV全球出货量 | 6,507,078 | 5.840.635 | | - 65吋及以上TCL TV全球出货量占比 | 27.7% | 23.2% | | - 65吋及以上TCL TV中国市场出货量占比 | 54.7% | 51.2% | | - 65吋及以上TCL TV国际市场出货量占比 | 19.6% | 14.7% | | - 75吋及以上TCL TV全球出货量占比 | 13.7% | 10.8% | | -75吋及以上TCL TV中国市场出货量占比 | 34.9 ...