在市场看来，美克家居通过"止损优化+政策红利+赛道升级"的三重布局，已勾勒出清晰的成长路径。 随着算力业务落地与家居主业复苏形成共振，公司有望突破此前的增长瓶颈，实现价值重估。 此外，2025年度美克家居预亏主要源于行业周期性调整，而非公司核心竞争力退化。从行业背景看， 2025年家居行业整体面临地产周期换挡压力，但积极信号已在显现：2025年前三季度家具零售业销售收 入同比增长33.2%，存量房改造、局部焕新等需求持续释放。进入2026年，国补新政精准聚焦绿色家 居、智能产品与适老改造，单户补贴上限提升至3万元，且支持与地方消费券叠加使用，为行业需求复 苏注入强心剂。 据悉，美克家居已提前布局适配政策导向：通过"AI智家"工具实现智能化设计服务，与头部地产合作深 耕精装房配套，拓展局部改造业务线，30万高价值会员贡献57%渠道销售额。在业内人士看来，随着政 策红利逐步落地，美克家居的家居主业有望借助行业复苏周期实现业绩反弹。 值得关注的是，根据公告，美克家居正在筹划以发行股票及支付现金的方式购买深圳万德溙光电科技有 限公司(以下简称"万德溙")100%股权。 万德溙专注于25G-800G高速铜缆产品，作为A ...

证券日报网讯 1月8日，新宝股份在互动平台回答投资者提问时表示，公司目前研发、生产的智能产品 主要集中在清洁电器领域及厨房电器领域等小家电，已有部分产品推出海外市场，销售规模还不大。公 司将持续不断加强研发投入，未来会扩展核心研究领域，增加公司产品品类丰富度，向商用机领域、个 人护理领域、宠物电器领域、高智能园林工具领域等产品品类拓展，部分产品可能也会加入智能的元 素。 （文章来源：证券日报） ...

格隆汇12月21日｜湖南省统计局近日发布的全省经济运行数据显示，1至11月，全省规模工业增加值同 比增长6.1%，工业经济展现出稳健发展的韧性与活力。 装备制造业表现突出。1至11月，全省装备制造 业增加值同比增长9.3%，拉动规模工业增长3.1个百分点；航空航天器及设备制造业、电子及通信设备 制造业，分别增长18%、16.8%。智能产品市场活跃，规模工业企业新能源汽车、光电子器件产量均实 现约四成增长，服务机器人、传感器的产量分别增长33.4%、21.8%。 ...

Core Viewpoint - Hunan Province's industrial economy shows resilience and vitality with a year-on-year growth of 6.1% in industrial added value from January to November [1] Group 1: Industrial Performance - The equipment manufacturing sector stands out with a year-on-year growth of 9.3%, contributing 3.1 percentage points to the overall industrial growth [1] - The aerospace and equipment manufacturing industry grew by 18%, while the electronic and communication equipment manufacturing sector increased by 16.8% [1] Group 2: Market Activity - The market for smart products is active, with the production of new energy vehicles and optoelectronic devices in large-scale industrial enterprises achieving approximately 40% growth [1] - Production of service robots and sensors increased by 33.4% and 21.8%, respectively [1]

省统计局近日发布的全省经济运行数据显示，1至11月，全省规模工业增加值同比增长6.1%，工业经济 展现出稳健发展的韧性与活力。 装备制造业表现突出。1至11月，全省装备制造业增加值同比增长 9.3%，拉动规模工业增长3.1个百分点；航空航天器及设备制造业、电子及通信设备制造业，分别增长 18%、16.8%。智能产品市场活跃，规模工业企业新能源汽车、光电子器件产量均实现约四成增长，服 务机器人、传感器的产量分别增长33.4%、21.8%。（湖南日报） ...

Core Viewpoint - The China Securities Regulatory Commission has issued a notice regarding the overseas issuance and listing of Shanghai Longqi Technology Co., Ltd., which plans to issue up to 94,387,200 overseas listed ordinary shares and list on the Hong Kong Stock Exchange [1] Company Overview - Longqi Technology is a leading global provider of smart products and services, offering comprehensive solutions for well-known smart product brands and leading technology companies, including product research, design, manufacturing, and support [1] - The company has developed a diversified product portfolio that includes smartphones, AI PCs, automotive electronics, tablets, smartwatches/bands, and smart glasses [1] - Core clientele includes major brands such as Xiaomi, Samsung Electronics, Lenovo, Honor, OPPO, and vivo [1]

Oshkosh (NYSE:OSK) Conference December 02, 2025 02:40 PM ET Company ParticipantsJohn C Pfeifer - President and CEOConference Call ParticipantsTami Zakaria - AnalystTami ZakariaRelationships, and that of any company we express a view on this call today. These disclosures are available at ubs.com/disclosures, or you can reach out to me after this session, and I can provide them to you. With that, John Pfeifer, thanks very much for being here. Really appreciate it. John, as we come here to the end of 2025 and ...

Group 1 - The China Securities Regulatory Commission (CSRC) has published supplementary material requirements for overseas listing applications, specifically mentioning Huakin Technology (603296.SH) [1] - Huakin Technology has submitted a listing application to the Hong Kong Stock Exchange, with CICC and BofA Securities as joint sponsors [1] - The CSRC has requested Huakin Technology to clarify the specific situation and product usage related to its business in intelligent driving assistance controllers [2] Group 2 - Huakin Technology is a leading technology-driven intelligent product platform company, providing end-to-end solutions across the entire value chain [2] - The company has over 20 years of experience in the smart product field, participating in the evolution of products and technologies in mobile communications, the internet, cloud computing, and artificial intelligence [2] - Huakin Technology has established a strong leading position in its main product areas and is recognized as a global leader in the full-stack intelligent product ODM platform, achieving the number one position in multiple smart product categories [2]

Core Insights - The Ministry of Commerce's e-commerce department indicates that from January to October 2025, China's e-commerce has played a positive role in boosting consumption, enhancing people's livelihoods, promoting the construction of a modern industrial system, and expanding high-level opening-up, continuously releasing new momentum for business development [1] Summary by Categories E-commerce Growth - National online retail sales increased by 9.6% year-on-year from January to October [1] - Smart products and online services showed significant growth, with sales of smart wearables like AI glasses and smartwatches increasing by 23.1% [1] Consumer Behavior - Online service consumption grew by 21%, with in-store dining experiences from online coupon purchases rising by 25.1% [1] - Instant e-commerce, catering to convenient consumer needs, saw sales growth of 24.3% [1]

Core Insights - Honor's flagship tablet, MagicPad 3 Pro, is launched as the world's first tablet featuring the fifth-generation Snapdragon 8 Gen 2 chip, attracting significant attention due to its powerful performance and lightweight design [1][3] Product Features - The MagicPad 3 Pro is equipped with a 13.3-inch 3.2K high-refresh-rate eye-care display, boasting a 91% screen-to-body ratio and a 3:2 aspect ratio, enhancing visual experience for various tasks [5] - It incorporates advanced technologies such as PC-level Q-Sync for synchronized screen refresh and frame rates, and an AI super-resolution engine for improved color and detail rendering [6] - The device features a 12450mAh battery, ensuring long-lasting performance suitable for mobile office and outdoor entertainment needs [6] Pricing and Availability - The tablet is available in three versions starting at a price of 3999 yuan, with an introductory discount bringing the price of the 12GB+256GB version down to 3799 yuan [1] - Alongside the tablet, the Honor KUMI AI Note recording card is also launched, priced at 699 yuan, offering features like voice recognition and multi-language transcription [6][8]