科技创新与产业变革的浪潮正奔涌向前，而广东国资国企正在推动科技和产业融合发展上"打头阵"。 2024年，广东省属企业研发经费投入166.6亿元，较2020年增长151.86%，研发经费投入强度2.46%；获 广东省科技进步奖一等奖3项、二等奖9项；2025年获第二十五届中国专利奖1项、优秀奖3项。 南方财经记者郑康喜 实习生向梓瑜 广州报道 随着新一轮科技革命和产业变革创造出新赛道、新机遇，国资科创版图上，一批创新型企业和平台也在 加速浮现，以新科技、新场景、新需求为牵引，有望成为引领产业变革浪潮的创新力量。 不过，随着科技领域探索日趋复杂，广东国企要展现出挑大梁、"稳定器"的作用，还需要更多政策的支 持。 肖志平以广东新材料产业为例谈到，当前新材料产业品类繁多、覆盖广泛，既有对传统材料的升级迭 代，更有大量从无到有的原创性、颠覆性技术成果，其发展亟须系统性法治保障。"建议广东加快出台 《广东省新材料产业发展促进条例》，通过立法强化顶层设计，制定新材料产业攻坚计划目录与鼓励支 持目录，明确重点发展领域、技术攻关方向和扶持政策。"肖志平说。 此外，肖志平还建议加快建设全省新材料领域开放式创新平台，支持"广东省新 ...

Core Insights - Digital transformation is redefining the survival rules of enterprises, evolving from mere technological upgrades to a comprehensive overhaul of strategic positioning, operational models, innovation capabilities, and cultural foundations [1] - The transformation is reshaping competitive advantages through four core dimensions, enhancing operational efficiency and fostering new business ecosystems [1] Group 1: Operational Efficiency - A global home appliance manufacturer improved its production planning by implementing a digital system that captures real-time sales data from 120 e-commerce platforms and 3,000 offline stores, resulting in a 40% increase in inventory turnover and a 58% reduction in stockout losses [2] - The application of digital twin technology in an aerospace engine manufacturer reduced the product development cycle from 8 months to 4 months and cut costs by 60% by simulating over 200 conditions in a virtual environment [2] - A fast-fashion brand compressed its design-to-shelf process from 90 days to 7 days by creating an agile supply chain platform that connects 120 upstream and downstream enterprises [3] Group 2: Innovation and Collaboration - A traditional medical equipment manufacturer established an open innovation platform that integrates internal and external resources, enhancing tumor detection accuracy from 85% to 97% and enabling real-time analysis during scans [6] - A tire manufacturer transformed into a service provider by embedding sensors in tires to collect real-time data, leading to a service revenue share exceeding 40% within three years [6] - A sports brand's virtual fitting lab allowed consumers to provide design feedback, resulting in a new shoe model selling over 500,000 pairs in its first month [7] Group 3: Customer Relationship Management - A high-end automotive brand created an owner ecosystem platform that increased customer engagement by offering personalized services, leading to a threefold increase in consumer frequency [9] - An industrial parts supplier implemented an intelligent inventory management system that improved order stability by 70% through real-time monitoring and automatic replenishment [10] - A restaurant chain enhanced customer satisfaction from 82 to 91 points by utilizing data analytics to address feedback on service delays [10] Group 4: Organizational Transformation - A technology group adopted a project-based unit structure that improved response time to market changes by six times and increased project delivery success rates from 75% to 92% [12] - The implementation of an intelligent knowledge graph in a manufacturing company improved knowledge reuse by 80% and reduced the skill development cycle by 50% [13] - A shift to a data-driven decision-making culture in an internet company led to a 40% increase in user retention rates through data-supported strategies [13] Group 5: Strategic Implications - Digital transformation is not merely a technological upgrade but a comprehensive redefinition of enterprise capabilities across various dimensions, necessitating the integration of digital DNA into every aspect of strategy, operations, and innovation [15]

Core Insights - The company reported a revenue of 22.43 billion yuan for 2024, representing a year-on-year growth of 5.3% [1] - The net profit attributable to shareholders reached 2.24 billion yuan, with a year-on-year increase of 3% [1] - The company declared a cash dividend of 2.24 billion yuan, achieving a payout ratio of 99.7% [2] Revenue Breakdown - Revenue from cooking appliances, food preparation appliances, cookware and utensils, and other home appliances were 8.66 billion yuan, 3.8 billion yuan, 6.84 billion yuan, and 3.13 billion yuan respectively, with year-on-year changes of -2.6%, +9.1%, +12.9%, and +8.9% [2] - Domestic and overseas sales generated revenues of 14.93 billion yuan and 7.5 billion yuan respectively, with year-on-year growth rates of -1.2% and +21.1% [2] - Revenue from direct sales, distribution, and export OEM were 2.97 billion yuan, 11.96 billion yuan, and 7.5 billion yuan respectively, with year-on-year changes of +19.1%, -5.3%, and +21.2% [2] Profitability Metrics - The overall gross margin decreased by 1.7 percentage points to 24.7%, with specific margins for cooking appliances, food preparation appliances, cookware and utensils, and other home appliances at 24.3%, 21.5%, 27%, and 24.4% respectively [3] - The net profit margin for 2024 was 10%, showing a slight decline of 0.2 percentage points [3] - The company maintained a stable net profit margin despite a decrease in gross margin, indicating effective cost management [3] Market Position and Strategy - The company achieved the highest market share in both online and offline markets for kitchen small appliances and cookware in 2024 [3] - The company leverages its strong brand, mature product lines, and established distribution channels to maintain competitive advantages in a challenging market [3] - The company is focused on continuous innovation and collaboration with external resources to enhance its growth potential [4] Earnings Forecast - The expected earnings per share (EPS) for 2025, 2026, and 2027 are projected to be 3.00 yuan, 3.25 yuan, and 3.52 yuan respectively [4] - The company maintains a "hold" rating based on its growth prospects and market position [4]