第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 特朗普全面暂停12个国家的公民进入美国 当地时间6月4日，根据美国白宫发布的一份声明，美国总统特朗普全面暂停12个国家的公民以移民和非 移民身份进入美国，这些国家分别是阿富汗、缅甸、乍得、刚果共和国、赤道几内亚、厄立特里亚、海 地、伊朗、利比亚、索马里、苏丹和也门。此外，特朗普还宣布对另外七个国家的公民实施部分限制入 境措施，这七个国家是布隆迪、古巴、老挝、塞拉利昂、多哥、土库曼斯坦和委内瑞拉。该禁令和相关 限制措施包含若干豁免情形，包括美国永久居民、阿富汗特别移民签证持有者、外交人员、运动员，以 及持有未被该命令波及国家护照的双重国籍人士。 云南大理州洱源县发生5.0级地震 当地已启动Ⅲ级应急响应 据中国地震台网正式测定，6月5日4时31分在云南大理州洱源县发生5.0级地震，震源深度10公里，距洱 源县城约18公里，震中附近村庄震感强烈。地震发生后，洱源县人民政府启动抗震救灾Ⅲ级应急响应， 云南消防大理支队、洱源大队已赶赴震中，目前暂未收到人员伤亡报告。 越南国会通过法律修正案 取消生育限制 当地时间6月3日下午，越南国会常务委员会通过 ...

Core Insights - Hainan's policy to promote the replacement of old consumer goods has effectively stimulated market activity, leading to sales exceeding 138 billion yuan this year [1][2] Group 1: Policy Implementation - In January, Hainan introduced a comprehensive plan to support the replacement of old consumer goods, focusing on automobiles, home appliances, digital products, home decoration, and electric bicycles [1] - The policy has been well-received by consumers, prompting retailers to launch new products and promotional offers [1] Group 2: Sales Impact - The old-for-new policy has directly driven various categories of consumption, with significant contributions from different sectors: - 0.5 million old cars scrapped, generating 7.18 billion yuan in new car sales - 5.81 million cars replaced, leading to 96.86 billion yuan in new car sales - 6.98 million electric bicycles replaced, resulting in 2.08 billion yuan in new sales - 537,000 home appliances replaced, contributing 15.07 billion yuan - 81,800 home decoration items replaced, generating 8.22 billion yuan - 333,000 digital products purchased, leading to 9.46 billion yuan in sales [2] Group 3: Consumer Trends - The consumption of related categories has shown a continuous increase, with retail sales of home appliances and audio-visual equipment rising by 7.7% year-on-year, and communication equipment by 5.6% [2] - Notably, smart home appliances and audio-visual equipment saw a remarkable growth of 43%, while energy-efficient products (level 1 and 2) increased by 30% [2] - Furniture retail sales surged by 2.8 times, and building materials increased by 3.3 times year-on-year [2] - The automotive sector experienced a significant boost, with retail sales of automobiles increasing by 78.7% year-on-year, and new energy vehicle sales rising by 1.6 times [2]

Core Viewpoint - The company is actively addressing the impact of its chairman's detention on operations and is implementing measures to improve net profit and operating cash flow, with plans to consolidate and enhance its market share in the home furnishing sector by 2025 [1][4][5]. Group 1: Chairman's Detention and Company Operations - The chairman's detention has not affected the company's operational cooperation, as other executives continue to perform their duties normally, and control of the company remains unchanged [1][2]. - The chairman's shares, totaling 372 million, have been judicially frozen, representing 5.97% of the company's total share capital, but there are no significant debts or legal issues affecting the company [2]. - The company maintains that the detention of the chairman has not impacted its strategic cooperation with Jinju Group, with ongoing collaboration in various business areas [2]. Group 2: Financial Performance and Measures - In 2024, the company reported a revenue decline of 4.04% to 12.966 billion yuan and a net profit drop of 40.83% to 769 million yuan, primarily due to pressures on merchants and reduced rental income from supportive measures [4]. - The company is taking steps to improve net profit and operating cash flow, including enhancing sales through online and offline marketing, adjusting franchise management, and optimizing cost structures [4][5]. Group 3: Future Business Strategy - For 2025, the company plans to enhance its market share in the home furnishing sector through various initiatives, including upgrading smart home experience centers and offering comprehensive service commitments [5][6]. - The company aims to leverage national subsidy policies to create a closed-loop system that efficiently converts policy benefits into market momentum [5][6]. - The company targets to sign at least 30 new stores and open no fewer than 25 stores in 2025, including one overseas location [6].

智通财经5月21日晚间新闻精选 1、上海印发《上海市提振消费专项行动方案》，促进汽车消费，新增手机、平板、智能手表（手环） 等数码产品购新补贴，加力支持绿色家电家居家装消费。 2、八部门印发《支持小微企业融资的若干措施》，支持符合条件的小微企业在新三板挂牌，规范成长 后到北交所上市。 3、中国—东盟经贸部长特别会议5月20日以线上方式举行，双方经贸部长共同宣布全面完成中国—东盟 自贸区3.0版谈判。 4、瑞银表示，看好中国股票市场，外资回流在未来几个季度会是很大的交易逻辑，港股略优于A股。 5、5连板*ST锦港：股票价格近期波动较大，存在多重退市风险。2连板乐山电力：公司市盈率远高于 同行业上市公司均值。万科A：约定以不超60亿元万物云股票作为与深铁集团借款合同质押物。3连板 浪莎股份：西藏巨浪5月21日卖出97.22万股公司股份。5连板丽人丽妆：公司销售的含有"麦角硫因"成 分的产品销售收入整体占比不到1%。7天6板南京港：控股子公司外贸集装箱直达航线没有直达美国航 线。 ...

"真 金白银"激活家装厨卫新消费模式。今年，我省新的家装以旧换新政策全面落地，覆盖瓷砖、智能 马桶、适老化扶手等40类产品，单户年度最高可享1.8万元叠加补贴。政策实施首季度，太原市重点卖 场销售额同比激增，尤其是智能卫浴品类销量增长翻番。近日，山西晚报记者在实地走访时发现，从婚 房智能升级到老房家装改造，从"国补+商补"双重让利到旧物回收零门槛，政策红利催生出更多绿色、 智能消费。 最高补贴1.8万元，40类家装产品"以旧换新"全面铺开 近日，山西晚报记者走访了太原市居然之家、红星美凯龙等大型家居卖场，发现"以旧换新"政策实施 后，市场内政策展架铺天盖地。小店区长风街的居然之家的商场入口处，在醒目位置，商家设置了太原 市家装消费品"焕新"活动指定门店、家装"焕新"政府补贴等字样的广告宣传牌。商场内，参与补贴活动 品牌的店面比比皆是，店门口均悬挂有宣传标语。国补期间，消费者不仅享受以旧换新的政府补贴，还 可以参加各家门店推出的活动，享受双重福利。"目前商场内大多数家装消费品都有品牌参与'以旧换 新'活动，其中选购卫浴的消费者居多。"商场工作人员表示。 在喜临门品牌展销区，消费者周女士正在选购床架和床垫。"儿子 ...

世研指数 世研消费指南社系列榜单 品牌消费热门指数榜 Vol.32 - 家居家装 | 部 排名 | | | 提款 2006年10月 | | | --- | --- | --- | --- | --- | | 01 | 明 | 立日 | 1.99 | | | 02 | MINI | miniso | 1.75 | | | 03 | | muji | 1.75 | ▲ 4 | | 04 | KER | 直家 | 1.71 | ▲2 | | 05 | | 主活家装饰 | 1.44 | NEW | | OR | | 顾家家居 | 1.18 | ▲7 | | 07 | 薬非亞 | 索前亚家居 | 1.14 | NEW | | 08 | | 席빵思示垫 | 1.09 | NEW | | 09 | | 全友 | 0.94 | NEW | | (10) | 源氏不清 | 源氏木语 | 0.90 | ▲4 | | 5 | | 芝华仕 | 0.74 | ▲ 1 | | 12 | | 左右 | 0.69 | NEW | | 13 | S. )eRUCCI墓恩 | 慕思 | 0.66 | NEW | | 14 | nesie.hcr ...

点击小程序查看报告原文 提振内需的必要性与政策实施的有效性正在提升 外部冲击之下，"扩内需"必要性进一步提升。 美国近期实施的关税政策力度远超预期，扰动全球贸易秩序，加剧全球经济放缓风险。中美贸易摩擦动态 演绎，截至4月16日，中国出口美国的个别商品累计各种名目的关税已达到245%[1]。在此背景下，我国政府迅速采取针对性措施，包括对等关税、出口管 制、反倾销调查、WTO诉讼等[2]，维护多边贸易。与此同时，在外部尤其贸易前景尚不明朗的背景下，更为积极地实施内需刺激政策必要性提升，以国 内增长确定性应对外部环境的不确定性。 当前时点"扩内需"的效果或优于以往。第一，从政策空间来看， 近期公布的物价数据显示，CPI同比2月起再次进入负增长区间，PPI同比持续低位运行， 通胀低位为货币宽松和财政刺激提供了更大操作空间。 第二，从政策目标来看， 扩大内需是去年底经济工作会议以及两会明确的首要任务[3]。特别地， 2024年地方政府债务置换计划落地后，地方偿债压力缓解，为新增投资及民生支出释放财政空间，地方政府配合中央逆周期调控的能力和意愿增强。 第 三，私人部门信心逐步企稳。 3月统计局公布的商品房销售面积、销售金 ...