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“盘”清搞“活”,畅通经济循环
Ren Min Ri Bao· 2025-07-30 05:44
Core Viewpoint - Revitalizing dormant assets through the activation of existing stock is essential for promoting efficient resource utilization and is a key measure to facilitate the circulation of the national economy, providing stronger support for the qualitative and quantitative growth of the Chinese economy [1][2]. Group 1: Importance of Revitalizing Existing Assets - The activation of existing stock is beneficial as it helps to address supply bottlenecks of production factors, mitigate local government debt risks, and create more space for industrial upgrades [1]. - China has accumulated a vast amount of existing assets in infrastructure and other sectors, with many of these assets, such as idle factories and warehouses, not being fully utilized [1][2]. Group 2: Challenges in Revitalizing Existing Assets - Revitalizing existing resources is complex due to the wide range of asset types and the involvement of inefficient and idle resources, which often relate to poorly performing entities and complicated ownership issues [2]. - Successful handling of these challenges requires coordination among various departments, such as economic development zones and natural resources, as well as active cooperation from the involved enterprises [2]. Group 3: Strategies for Activation - The starting point for revitalizing existing stock is to clearly understand the types, scale, and ownership of these resources, which involves creating a comprehensive inventory and categorizing assets [2]. - Market-oriented approaches are crucial for unlocking the potential value of idle assets, such as upgrading old factories and utilizing public REITs to convert existing assets into more liquid financial assets [3]. - Various methods exist for revitalizing existing assets, including standardized transactions, mergers and acquisitions, and market-oriented debt-to-equity swaps, emphasizing the need for tailored strategies based on local conditions [3].
盘活存量 让有限的资源产出更大的效益
Ren Min Ri Bao· 2025-07-30 01:56
湖南宁乡市综合运用行政、法律、经济手段—— 闲置土地重获"新生" 本报记者 颜 珂 一边急需临近地块扩产,一边却因诉讼查封、土地多年闲置,能否从此处破题? 宁乡市委、市政府多次研究,逐渐明晰了思路:欣欣房地产公司被查封土地有多宗,其中一处与海信 (湖南)家电产业园一期仓储项目相邻,且片区现行控制性详细规划已为工业用地;不妨通过土地置 换,解决海信长沙智能制造基地用地问题。后来,宁乡经开区组织市人民法院、自然资源局多轮商讨, 制定土地置换方案。 思路有了,实施起来却并不轻松。 正在建设中的海信长沙智能制造综合生产基地。谭海鹏摄 风雨过后,施工车辆轰鸣声又起。湖南宁乡经济技术开发区(以下简称"宁乡经开区")内,海信长沙智 能制造综合生产基地项目正倒排工期,抢抓进度。 "项目用地486亩,聚焦中央空调核心技术研发与智能制造升级,计划2026年1月投产,年产能200万 台。"基地基建工程师杨绪文介绍,新基地与公司多年前布局的仓储物流项目仅一墙之隔,运营管理十 分方便。 不远处,海信(湖南)家电产业园一期仓储项目厂房清晰可见。"一期聚焦仓储物流,二期聚焦中央空 调核心技术研发与智能制造升级。"杨绪文告诉记者,分步建设完 ...
海尔智家再入《财富》世界500强排名上升17位
Jing Ji Guan Cha Wang· 2025-07-30 01:33
Group 1 - The 2025 Fortune Global 500 list was released, with the revenue threshold for inclusion set at $32.2 billion [1] - A total of 130 Chinese companies made it to the list, showcasing significant revenue growth, strong profitability, innovation, and resilience [1] - Haier Smart Home (600690) has been included in the Fortune Global 500 for eight consecutive years, improving its ranking to 390th, an increase of 17 positions from the previous year, indicating ongoing global growth momentum [1]
美的集团:7月29日进行路演,南方基金、摩根华鑫基金等多家机构参与
Zheng Quan Zhi Xing· 2025-07-30 01:23
Core Viewpoint - Midea Group is actively expanding its capabilities in humanoid robotics and enhancing its brand presence through sports sponsorships while focusing on energy-efficient and environmentally friendly products [2][4][6]. Group 1: Humanoid Robotics Development - Midea Group acquired KUKA in 2017, entering the industrial robotics sector and integrating it into its automation business [2]. - The company is focusing on three main areas for humanoid robot development: core component research, integrating robotics into home appliances, and complete robot development for various applications [2][3]. - A prototype humanoid robot was unveiled in March 2025, capable of performing various tasks such as handshakes and dancing [3]. Group 2: Brand Building through Sports Sponsorship - Midea Group is enhancing its brand image internationally through sports sponsorships, including partnerships with major football events and leagues [4][5]. - The company has become a global sponsor for AFC club competitions and expanded its sponsorship to national team events, covering regions in Asia and the Middle East [4]. - In July 2025, Midea announced sponsorship deals with prominent football clubs and events in Europe and Africa, further solidifying its brand presence [5]. Group 3: Environmental Initiatives and Product Development - Since 2017, Midea has been involved in setting energy efficiency standards and has developed R454B eco-friendly refrigerants, achieving significant certifications [6][7]. - The company has been a pioneer in researching R290 refrigerants, with over 200 patents related to energy-efficient and safe cooling technologies [7]. - As of May 2025, Midea has established 13 production lines for R290 refrigerant products, with cumulative sales reaching nearly 10 million units [7]. Group 4: Financial Performance - Midea Group reported a revenue of 128.43 billion yuan in Q1 2025, a year-on-year increase of 20.61%, with a net profit of 12.42 billion yuan, up 38.02% [8]. - The company has a debt ratio of 61.94% and has achieved a gross margin of 25.45% [8]. - Recent analyst ratings indicate strong buy recommendations, with a target average price of 85.92 yuan [8][9].
盘活存量,让有限的资源产出更大的效益(产经观察)
Ren Min Ri Bao· 2025-07-29 21:54
Group 1 - The article discusses the revitalization of idle land in Ningxiang, Hunan, through administrative, legal, and economic measures, focusing on the successful land exchange to facilitate the construction of Hisense's new manufacturing base [1][3][6] - Hisense's new manufacturing base project covers 486 acres, aims to produce 2 million units annually, and is set to commence production in January 2026 [1][3] - The Ningxiang Economic and Technological Development Zone has been proactive in addressing land use issues, achieving a development rate of 90.19% within its planned area [6][7] Group 2 - The article highlights the challenges faced by Xinxin Real Estate Company, which has multiple parcels of undeveloped land under litigation, leading to prolonged idleness [2][4] - The Ningxiang government has proposed a land exchange strategy to resolve the land use conflict, involving negotiations with various stakeholders, including the courts and creditors [3][5] - The bankruptcy restructuring of Xinxin Real Estate Company was initiated to streamline the land exchange process, allowing for the release of previously frozen land [5][6] Group 3 - Since 2023, Ningxiang has successfully revitalized 22 parcels of low-efficiency land, totaling 1,764.9 acres, resulting in an increase of fixed asset investment by 12.087 billion yuan and an expected annual output value increase of nearly 20 billion yuan [7] - The article also mentions the proactive measures taken by the Tianjin Jinghai District to support the transformation and upgrading of enterprises, including the establishment of a new industrial park for Faraday Health Technology [8][10] - Faraday Health Technology's new project is expected to significantly enhance production capacity, with an investment of 500 million yuan and an anticipated annual output of 1.8 million water purification devices [11]
海信家电集团股份有限公司关于部分A股限制性股票回购注销完成的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司于2025年5月30日召开第十二届董事会2025年第三次临时会议、第十二届监事会2025年第三次会 议,审议通过了《关于回购注销部分A股限制性股票的议案》,同意本公司回购注销A股限制性股票 755,634股。本公司已于近日在中国证券登记结算有限责任公司深圳分公司办理完上述部分限制性股票 的回购注销事宜。现对相关事项说明如下: 一、2022年限制性股票激励计划已履行的相关审批程序 股票代码:000921 股票简称:海信家电 公告编号:2025-053 海信家电集团股份有限公司 关于部分A股限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示: 1、海信家电集团股份有限公司(「本公司」)本次回购注销限制性股票755,634股,占本公司2022年A股 限制性股票授予总量的2.97%,约占本公司本次回购注销限制性股票前总股本的0.05%,回购价格为 5.157元/股,涉及激励对象人数96人,本次限制性股票的回购总金额为3,896,804.54元。 2、本次回购注销事项已于20 ...
格力电器股价小幅调整 两项节能技术获国际领先认证
Sou Hu Cai Jing· 2025-07-29 17:16
格力电器7月29日报收46.12元,较前一交易日下跌1.09%。当日成交金额达19.78亿元,成交量42.76万 手。 格力电器属于家电制造行业,是国内领先的空调生产企业。公司业务涵盖家用空调、商用空调、智能装 备、生活电器等多个领域,拥有完整的空调产业链。 公司最新研发的"新型高效转缸容积式制冷剂泵及机房空调"与"多适应宽频高效转子压缩机及空调器"两 项技术近日通过中国轻工业联合会鉴定,均获评"国际领先"水平。其中转缸容积式制冷剂泵为国际首 创,可使数据中心空调节能效率显著提升。 7月29日格力电器主力资金净流出2.92亿元,占流通市值的0.11%。 风险提示:市场有风险,投资需谨慎。 来源:金融界 ...
2025年世界500强公布,粤港澳大湾区23家企业上榜
Nan Fang Du Shi Bao· 2025-07-29 14:11
据财富中文网披露,今年世界500强排行榜企业的营收总和约为41.7万亿美元,超过全球GDP的三分之 一。500家上榜公司的资产总额和净资产总额均达到排行榜创立以来的最高峰,但雇佣员工总数相比去 年有所下降。 整体榜单中,沃尔玛连续第十二年成为全球最大公司,亚马逊保持第二。前十名有三家中国企业,分别 是国家电网排在第三,中石油、中石化位列第五、第六位。 从榜单来看,美国今年共有138家公司上榜,比上一年减少1家。中国共有130家企业上榜,蝉联全球第 二。日本上榜公司数量排第三,一共38家上榜公司,比去年减少2家。美国、中国和日本三国为榜单贡 献的公司数量、营收和利润均超过上榜企业总量的六成。 大湾区上榜企业总数达23家 | 排名 ^ | 公司名称 C | 营业收入 C | 利润 ℃ | 国家 | 关键 | | --- | --- | --- | --- | --- | --- | | | (中文) | (百万美元) | (百万美元) | | 数据 | | 1 | 沃尔玛 (WALMART) | 680,985 | 19,436 | 美国 | + | | 2 | 亚马逊 (AMAZON.COM) | 637,95 ...
道指开盘涨0.04%,标普500涨0.3%,纳指涨0.5%
Xin Lang Cai Jing· 2025-07-29 13:38
诺和诺德大跌21.6%,这家丹麦制药巨头下调全年销售额和利润预期。惠而浦大跌12.9%,这家家电企 业Q2业绩不及预期。生物技术公司Sarepta Therapeutics涨35.7%,公司获FDA批准恢复基因疗法Elevidys 用于杜氏肌营养不良症(DMD)治疗。大全新能源涨4.7%,光伏行业迎来情绪范式转变,小摩看好。 ...
美的集团董事长方洪波:以丹纳赫为镜,锻造企业韧性
首席商业评论· 2025-07-29 06:44
Core Viewpoint - The article discusses the challenges faced by Chinese enterprises in a highly competitive environment characterized by homogenization, price wars, and rising costs, emphasizing the need for a systematic methodology to navigate these challenges and achieve sustainable growth [1][5]. Group 1: The Need for Systematic Methodology - The concept of "cost reduction and efficiency enhancement" has shifted from a strategic choice to a survival necessity for enterprises [1]. - The high failure rate of mergers and acquisitions highlights the urgency for Chinese companies to adopt a comprehensive approach to overcome cyclical challenges [1]. Group 2: The Danaher Model - The book "The Danaher Model" dissects the success strategies of Danaher, known as the "king of mergers and acquisitions," showcasing the Danaher Business System (DBS) as a key driver of its success [1][10]. - Danaher's approach to mergers evolved from opportunistic acquisitions to a strategy focused on industry upgrades, demonstrating that a company's boundaries are defined by its core capabilities rather than capital [7][11]. Group 3: Midea Group's Implementation - Midea Group began learning from international best practices, specifically the Toyota Production System, but found limited success until adopting the DBS framework [3]. - Midea established its own Midea Business System (MBS) to enhance operational efficiency, achieving significant improvements in factory performance and efficiency, with an average annual increase of approximately 15% [4][3]. Group 4: Globalization and Local Adaptation - Midea's global strategy involves establishing 17 R&D centers and 22 manufacturing bases, focusing on local needs while integrating global resources [8]. - The article emphasizes the importance of balancing localization and integration in a globalized business environment, as demonstrated by Midea's efforts to create a "second home market" [8][10]. Group 5: Lessons for Chinese Enterprises - The Danaher Group serves as both a mirror and a measuring stick for Chinese companies, illustrating the importance of adhering to fundamental principles such as process efficiency and factual respect [11]. - The article concludes that embracing change, maintaining common sense, and undergoing global refinement are essential for Chinese enterprises to navigate future uncertainties [11].