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浙江慈溪取暖器热销欧洲市场
Zhong Guo Xin Wen Wang· 2025-12-15 17:35
12月15日,浙江慈溪一家企业负责人介绍取暖器产品。刘子琳摄 中新社宁波12月15日电 (张斌刘子琳骆泽明)"今年我们取暖器产量达到30万台,同比增长30%,主要销 往欧洲市场。"浙江久友电器科技有限公司总经理岑逸品15日在浙江宁波慈溪受访时说。 慈溪被称为"小家电之都",拥有2000余家家电整机企业,年产值超千亿元(人民币,下同)。近年来,当 地取暖器产品在海外特别是欧洲市场畅销。 完善的供应链,也为慈溪取暖器出口提供重要支撑。专事取暖器核心配件生产的宁波九菱电机有限公司 董事长金鹏伟介绍,其产能的40%用于供应当地企业,产品通过整机厂间接出口至欧美市场。 值得一提的是,每年12月前后,慈溪家电企业就会提前进入夏季家电生产周期,展开"反季"生产。目 前,不少企业已在生产夏季家电,提前应对海外市场订单高峰。(完) (文章来源:中国新闻网) 据慈溪海关统计,今年1月至11月,慈溪出口取暖器产值33.2亿元,其中出口欧盟12.8亿元,同比增长 8.4%;出口英国3.7亿元,同比增长14.1%。 岑逸品介绍,企业专注取暖器出口,面对市场竞争走出差异化路线。"我们专门针对德国等欧盟国家市 场推出婴儿专用取暖器。这款产 ...
百年巨头,将停止运营
Sou Hu Cai Jing· 2025-12-15 14:19
Group 1 - The French appliance manufacturer Brandt Group has entered judicial liquidation, marking the end of operations for a company once seen as a symbol of French industry, resulting in the loss of approximately 700 jobs [1] - Brandt Group was founded in 1924 by French entrepreneur Edgar Brandt and was acquired by an Algerian appliance giant in 2014, operating in 36 countries with an annual revenue of about €260 million, equivalent to approximately 2.15 billion RMB [1] - The company has faced declining sales for two consecutive years due to a sluggish real estate market and a drop in large appliance consumption, leading to an increasing financial gap [1] Group 2 - As a relief measure, government and local officials have proposed a "cooperative takeover plan" aimed at preserving at least 300 jobs and maintaining operations at two factories near Orleans and Vendôme, France [2] - It is estimated that restoring production at Brandt Group would require between €20 million and €25 million, approximately 170 million to 210 million RMB, while the company's cash flow is insufficient to support salary payments after December 15 [2] - The feasibility of the cooperative takeover plan has not yet been approved by the court [2]
百年巨头,将停止运营
证券时报· 2025-12-15 14:01
Core Viewpoint - The French appliance manufacturer Brandt Group has entered judicial liquidation, marking the end of operations for a company once considered a symbol of French industry, resulting in approximately 700 job cuts [1][4]. Group 1: Company Background - Brandt Group was founded in 1924 by French entrepreneur Edgar Brandt and was acquired by an Algerian appliance giant in 2014. The company operated in 36 countries and regions, generating an annual revenue of approximately €260 million, equivalent to about 2.15 billion RMB [8]. - Brandt Group was one of the few large appliance manufacturers in France that still retained production lines [8]. Group 2: Financial Challenges - The company has faced declining sales for two consecutive years starting in 2023, primarily due to a sluggish real estate market and a drop in large appliance consumption, leading to an expanding funding gap [10]. - In October 2023, Brandt Group was placed under bankruptcy restructuring due to operational difficulties [10]. Group 3: Government Intervention - As a relief measure, government and local officials proposed an employee-managed "cooperative takeover plan," which promised to retain at least 300 jobs and keep two factories in Orleans and Vendôme operational. However, the feasibility of this plan has not yet been approved by the court [10]. - It is estimated that restoring production at Brandt Group would require between €20 million and €25 million, approximately 170 million to 210 million RMB, while the company's cash flow is insufficient to support salary payments after December 15 [10].
聚势赋能强平台 智领家电新未来
Xin Lang Cai Jing· 2025-12-15 13:35
2025中国家电科技年会在湖北武汉召开 12月10日,2025中国家电科技年会在湖北武汉召开,中国轻工业联合会会长张崇和出席并讲话。中国工程院院士、山东省科协主席凌文,中国工程院院 士、华中科技大学教授陈学东出席并作报告。中国科学院院士、武汉大学教授刘胜作视频报告。中国家用电器研究院院长刘挺,武汉市人民政府副秘书长 张明武出席并致辞。中国集成电路创新联盟秘书长叶甜春,TCL实业高级副总裁陈绍林,小米集团大家电部总经理单联瑜出席并讲话。大会由中国家用电 器研究院总工程师宫赤霄和《家电科技》总编辑石文鹏主持。 张崇和在讲话中指出,家电行业是轻工业的重要产业,运行质量和科技创新都走在轻工行业前列。2024年,家电行业主营收入1.95万亿元,同比增长 5.55%;利润近1740亿元,同比增长11.4%。2025年,中国制造500强中,美的、海尔、海信、格力、TCL位居前列;轻工业科技百强企业中,13家家电头 部企业研发强度平均达到3.8%;今年11月公布的首批15家国家级领航智能工厂中,海尔、格力榜上有名;武汉小米建成新一代智能工厂,AI深度赋能单 台空调6.5秒下线,生产质效大幅提升。家电科技的自立自强为行业创新发 ...
董明珠回应空调“铝代铜”:坚持不用,除非铝能够完全替代铜
Xin Lang Cai Jing· 2025-12-15 13:34
Core Viewpoint - The air conditioning industry is increasingly focused on the "aluminum replacing copper" issue due to rising copper prices, with major companies like Gree Electric expressing caution about the feasibility of this transition [1][3][5]. Group 1: Industry Context - Gree Electric's chairman, Dong Mingzhu, stated that while aluminum can potentially replace copper, the technology has not yet reached the same level of reliability and performance as copper [1][3]. - Gree has repeatedly emphasized that there are currently no plans to implement "aluminum replacing copper" in their air conditioning products, citing copper's superior thermal conductivity, corrosion resistance, and long-term reliability [5][7]. Group 2: Market Dynamics - By the end of 2025, global copper supply is expected to tighten significantly, with demand surging and potential tariffs from the U.S. contributing to rising prices, which are anticipated to reach new historical highs [3][7]. - The International Energy Agency projects that even with high production levels, the global copper supply gap could reach 20% by 2035 [3][7]. - Goldman Sachs forecasts that copper prices will enter a new high-price trading phase starting next year [3][7]. Group 3: Standards and Regulations - At the recent 2025 China Home Appliance Technology Annual Conference, a group standard for the construction of aluminum tube fin heat exchangers for air conditioners was released, with additional standards for aluminum heat exchanger raw material requirements currently being developed [3][7]. - Several air conditioning companies have joined a self-regulatory agreement to promote the scientific benefits of aluminum heat exchangers while avoiding exaggerated claims, aiming to enhance consumer trust in industry products and technologies [3][7]. - Gree participated in the revision of national standards for heat exchangers but did not join the self-regulatory agreement [7].
家电企业缘何深入汽车腹地
Zhong Guo Qi Che Bao Wang· 2025-12-15 11:35
当家电与汽车牵手,一场关于汽车与生活场景融合的变革正悄然发生。近日,美的集团与比亚迪正式签 署"人车家智慧生态"战略合作协议。双方宣布将整合各自在智能汽车、智能家居、智能物联网 (AIoT)技术及用户生态等方面的核心优势,共同打造"人车家"智慧生态。无独有偶,近日,长安汽 车旗下阿维塔科技也与海尔集团旗下卡泰驰控股正式达成合作,基于阿维塔全新百万级旗舰产品,在产 品定制共创、车家场景互通、车载功能设计等方向展开联合创新。相对于"牵手"车企,家电企业夏普则 选择另一赛道进入汽车产业领地,其近日宣布将在2027年发售首款纯电动汽车LDK+,该款全新LDK +概念车已在近期的2025东京车展正式亮相。 多元布局 互利共赢家电企业跨界"上车",其中既有像小米、创维、夏普一样直接下场造车者,也有如 美的、海尔这样与车企联手合作打造智能生活场景者,呈现出多元化格局。目前,在家电企业与车企的 合作中,双方联合开发AI智能系统几乎是共同目标,其可以根据用户长期积累的习惯数据,如日常出 行时间、家中设备使用频率等,实现跨场景的智能决策,构建"人车家"无缝衔接的生活闭环。"这种跨 界合作模式,从根本上打破了传统产业之间的场景壁垒 ...
空调“铜铝大战”再起:董明珠的态度,或许比答案更重要
Sou Hu Cai Jing· 2025-12-15 11:20
在谈及"铝代铜"时,董明珠的态度,依旧熟悉,也依旧坚定:格力坚决不用"铜代铝"。铝能不能代铜? 可以代。但问题不在"能不能",而在于——当前的技术成熟度,是否足以支撑长期、稳定的用户使用场 景。 铝不是不能用,而是"用到什么程度"的问题 在空调系统里,铜和铝从来都不是简单的"材料之争"。 铜导热性能好、耐腐蚀、工艺成熟,几十年下来,几乎是行业的"默认选项"。而铝的优势同样明显,它 更轻,而且最关键的是它更便宜、资源储量更大,对成本控制和规模化制造极具吸引力。 最近,空调行业里那场"老话题"又被拎了出来,铝能不能代替铜? 而这一次,把话说到台前的,则是格力的掌舵人,董明珠。 来源:抖音@格力董明珠健康家毅力直播间 从行业推进速度来看,这条路线显然已经不是"要不要试",而是"如何更快、更稳地试"。 这也让董明珠的表态显得有些"逆风"。 当多数企业都在为成本、规模和效率寻找更优解时,格力选择继续把铜留在核心系统里,确实不算一条 讨巧的路。 但也正因为如此,这种选择才更值得被拆开来看。 当行业几乎都在"顺应潮流",有人选择踩一脚刹车 因此从产业逻辑看,"铝代铜"并不难理解。铝更轻、更便宜、储量更大,对供应链和成本结构 ...
奥佳华:公司外销业务结算货币主要为美元,现已经形成一套有效汇率风险管理机制,为应对汇率波动风险
Mei Ri Jing Ji Xin Wen· 2025-12-15 11:19
奥佳华(002614.SZ)12月15日在投资者互动平台表示,公司外销业务结算货币主要为美元,现已经形 成一套有效汇率风险管理机制,为应对汇率波动风险,通过外汇套期保值等金融工具锁定成本,实现稳 健经营。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:根据贵司的半年报披露,海外销售收入约占总营业收 入的65%,今年以来,人民币升值较为明显,是否对2025年的业绩有提振作用? ...
好消息!明年“国补”继续
Sou Hu Cai Jing· 2025-12-15 10:55
Group 1 - The central economic work conference held in Beijing on December 10-11 outlined the economic work for 2026, emphasizing the need to optimize the implementation of the "Two New" policies, which include large-scale equipment updates and the consumer goods trade-in policy [1] - The consumer goods trade-in policy, referred to as "national subsidies," will continue in 2026 with optimized specifics, indicating ongoing government support for consumer spending [1] - In 2024, China will issue 150 billion yuan in long-term special government bonds for the consumer goods trade-in program, with the amount increasing to 300 billion yuan in 2025, doubling the subsidy compared to 2024 [1] Group 2 - From January to November this year, the consumer goods trade-in program has driven sales exceeding 2.5 trillion yuan, benefiting over 360 million people [2] - The trade-in program has seen significant participation, with over 11.2 million cars, 12.844 million home appliances, and 9.015 million digital products being replaced [2] - Experts suggest that the subsidy amount for 2026 may see a moderate increase from 2025, with a focus on optimizing funding allocation to enhance service consumption and further stimulate economic growth [2]
国家统计局:“两新”带动消费需求扩大 重点投资增加
Sou Hu Cai Jing· 2025-12-15 09:00
Group 1 - The "Two New" policy has effectively expanded consumer demand and increased key investments [1] - The trade-in policy for consumer goods has significantly boosted sales in home appliances and communication products, leading to accelerated growth in consumer demand [1] - From January to November, retail sales of household appliances and audio-visual equipment, cultural and office supplies, and communication equipment increased by 14.8%, 18.2%, and 20.9% year-on-year, respectively [1] Group 2 - The large-scale equipment update policy is showing significant effects, with companies increasingly willing to invest in equipment upgrades and renovations [3] - Equipment investment has grown rapidly, contributing to an overall increase in investments and enhancing corporate competitiveness [3] - From January to November, investment in the purchase of equipment and tools increased by 12.2% year-on-year, driving total investment growth by 1.8 percentage points [1]