证券代码：000521 200521 证券简称：长虹美菱 虹美菱 B 长虹美菱股份有限公司投资者关系活动记录表 编号：2026-02 答：公司空调国内市场方面将优化销售节奏，线下开展专项 促销，线上以爆品为抓手，持续拉升流量增长；产品开发以用户 需求和创新为驱动做好规划，强化研发与市场衔接，支撑后续产 品落地，强化产品"科技化""智能化"标签；渠道坚持多元化 协同，打造共生共赢生态体系，线下提升质效、线上精细化分层 运营；逐步在全国范围推广营销转型，从关注"货到客户"转变 为"货到用户"。 5.请简要介绍下公司海外空调产业的经营策略 答：公司空调海外市场方面，通过完善产品矩阵与加速平台 化开发，满足客户需求，实施敏捷跟随策略抢占市场先机；聚焦 拉美、中东、欧洲市场，深挖区域核心大客户，构建全周期客户 服务体系以增强合作粘性；布局欧洲及中亚市场、紧抓非洲新兴 市场发展机遇，做增量支撑；坚持品牌优先，深耕根据地市场， 投资者关系活 动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（请文字说明其他活动内容） 参与单位名称 及人员 华泰柏瑞基金：凌一童；爱建 ...

答：公司空调国内市场方面将优化销售节奏，线下开展专项 促销，线上以爆品为抓手，持续拉升流量增长；产品开发以用户 需求和创新为驱动做好规划，强化研发与市场衔接，支撑后续产 品落地，强化产品"科技化""智能化"标签；渠道坚持多元化 协同，打造共生共赢生态体系，线下提升质效、线上精细化分层 运营；逐步在全国范围推广营销转型，由 B 端向 C 端转型，从关 注"货到客户"转变为"货到用户"。 4.请简要介绍下公司海外空调产业的经营策略 投资者关系活 动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（请文字说明其他活动内容） 参与单位名称 及人员 博道基金：钱程；路博迈基金：吴瑾；国盛证券：徐程颖 时间 2026 年 1 月 8 日 地点 公司行政二号会议室 上市公司接待 人员姓名 董事会秘书：杨柳絮 证券事务代表：肖莉 证券事务经理：吕明 投资者关系活 动主要内容介 绍 投资者与公司代表互动交流问答 1.请简要介绍下公司国内冰箱柜产业的经营策略 答：公司冰箱国内市场深度推进"营销转型、用户直达"战 略，围绕"高质量客户运营、全方位用户运营"开展工作，以差 异 ...

Group 1 - The core viewpoint of the article highlights that Changhong Meiling is actively engaging with market demands through its domestic air conditioning business, primarily operated by its subsidiary Sichuan Changhong Air Conditioning Co., Ltd [2] - The company implements a business strategy focused on "product first, brand priority, channel co-construction, and direct user access," indicating a customer-centric approach to capitalize on market opportunities [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 Midea Group Co., Ltd. 美的集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：0300） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而做出。 茲載列美的集團股份有限公司於深圳證券交易所網站(www.szse.cn)刊登的公告如 下，僅供參閱。 承董事會命 美的集團股份有限公司 董事長、執行董事兼總裁 方洪波先生 香港，2025年8月29日 於本公告日期，董事會成員包括(i)執行董事方洪波先生、王建國先生、顧炎民博 士、管金偉先生及張添博士，(ii)非執行董事趙軍先生，及(iii)獨立非執行董事許 定波博士、肖耿博士、劉俏博士及邱鋰力博士。 美的集团股份有限公司 2025 年半年度报告摘要 证券代码：000333 证券简称：美的集团 公告编号：2025-068 美的集团股份有限公司 2025 年半年度报告摘要 一、重要提示 1、本 ...

Core Viewpoint - Changhong Meiling Co., Ltd. is actively engaging with institutional investors to discuss its operational performance and market strategies for the second half of 2025, amidst a competitive home appliance market [1] Group 1: 2025 First Half Operational Performance - The company adopted a strategy of "innovation-driven, resource integration, industrial synergy, and internal-external integration" to navigate market challenges [2] - Refrigerator business generated approximately 4.415 billion yuan, a year-on-year decrease of 4.17% [2] - Air conditioning business achieved revenue of about 11.575 billion yuan, a year-on-year increase of 36.18% [2] - Washing machine business reported revenue of around 1.04 billion yuan, up 32.70% year-on-year [2] - Kitchen and small appliances generated approximately 699 million yuan, a decline of 6.14% [2] - Biomedical business reached about 149 million yuan, an increase of 3.89% year-on-year [2] Group 2: Overseas Revenue and Market Strategies - The company's overseas revenue for the first half of 2025 was approximately 6.367 billion yuan, reflecting a year-on-year growth of 32.17% [3] - Domestic air conditioning strategy focuses on optimizing sales rhythm and enhancing product development driven by user needs [3] - Overseas air conditioning strategy includes expanding into Latin America, the Middle East, and Europe while deepening relationships with major clients [3] - Domestic refrigerator strategy emphasizes marketing transformation and user-centric operations [3] - Overseas refrigerator strategy aims to reshape product platforms and enhance brand presence in emerging markets [3]

Core Viewpoint - Midea Group achieved significant growth in Q1 2025, with revenue exceeding 120 billion yuan and a year-on-year growth rate of over 20%, while net profit increased nearly 40% [1][4]. Group 1: Financial Performance - In Q1 2025, Midea Group's total revenue reached 128.4 billion yuan, with a net profit of 12.42 billion yuan, reflecting year-on-year growth rates of 20.6% and 38.0% respectively [4]. - The growth in revenue and net profit has been consistent over the years, indicating a strong and sustainable performance [1]. Group 2: Business Segments - Both C-end (consumer) and B-end (business) segments contributed to revenue growth, with C-end smart home business growing by 17.4% and B-end solutions growing by 25.3% [5]. - The B-end business has become a significant revenue driver, with a total revenue exceeding 100 billion yuan in recent years [13]. Group 3: Strategic Initiatives - Midea Group is focusing on simplifying operations to enhance growth, aiming to eliminate non-value-adding activities [7]. - The company is transforming its Direct-to-Consumer (DTC) model to improve user engagement and operational efficiency [8]. Group 4: Global Expansion - Midea Group has been actively pursuing acquisitions to expand its global footprint, including notable acquisitions in Europe and China [9][12]. - The overseas OBM (Own Brand Manufacturing) business has shown strong growth, accounting for 43% of the smart home business's overseas revenue in Q1 2025 [9]. Group 5: High-End Market Strategy - Midea Group is penetrating the high-end market with its COLMO and Toshiba brands, achieving over 55% year-on-year growth in retail sales for these brands in Q1 2025 [13]. - The company has made adjustments to its high-end brand strategy, including reducing the number of retail outlets to enhance brand positioning [13]. Group 6: Challenges and Opportunities - Despite the growth, Midea Group acknowledges that there is still significant room for improvement in its B-end business segments [14]. - The company anticipates a recovery in its robotics and automation business, which faced challenges in recent years due to cyclical impacts from the automotive industry [14].