新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公司传播ESG理念，提升ESG可持续发展表现。点 击查看【 ESG评级中心服务手册】 （来源：中国节能协会碳中和专业委员会） 欧盟委员会12月17日发布碳边境调节机制新草案，将从2028年起将180种钢铁和铝密集型下游产品纳入覆盖范围，以堵住外国生产商通过出口组装产品规 避碳税的风险。 草案扩展了CBAM的覆盖范围，包括机械、电器和专用工业设备，预计覆盖7，000名新进口商。其中94%为工业供应链产品，平均钢铝含量79%，主要用 于重型机械；其余6%为家用电器产品。未来，欧盟可能进一步扩大范围至水泥、化肥和氢气等行业。 排放指标包括默认值和实际值，默认排放值提高，尤其针对印度尼西亚、印度和中国等主要出口市场。2026年将对默认值加征10%加价，2027年升至 20%，2028年升至30%。化肥进口商每年面临1%加价。 成本影响显著，来自印度尼西亚、中国和印度的进口可能受最大冲击。例如，从中国进口的热轧卷钢，2026年每公吨额外成本189欧元，2028年增至302欧 元。临时基准值低于最初草案，扩大成本差距。 草案澄清了CBA ...

中山淳史：电器行业的衰退一直被称为日本"失去的30年"的象征。而爱丽思欧雅玛却仿佛逆势而行， 2025财年的集团销售额增至30年前的约14倍，走过了"未曾失去的30年"…… 中山淳史： 提起日本经济产业省所在的东京霞关附近的JR浜松町站一带，这里曾是电器行业的大型厂 商设立总部及主要网点的办公街区。 后来把产品线扩大到园艺用品等，开拓了园艺、宠物用品等兴趣爱好消费市场。2006年，爱丽思欧雅玛 把业务扩大到了家电领域。同样延续了之前的成功势头，业务进一步扩大至盒装米饭、水。目前的产品 数已达到约3万种。 东芝在2025年8月迁出此地，把总部搬到了川崎市。曾在这里设立"芝浦办事处"的夏普已于2016年被台 湾资本收购。很多人都说，如今仍能保持昔日模样的大概只剩下爱丽思欧雅玛（IRIS OHYAMA，东京 办事处，总部位于仙台市）了。 如果把爱丽思欧雅玛称作日本电器产业的"传承者"，或许规模稍显不足。在被称为生活家电的领域，该 公司的份额排在日本国内第7位。 但2025财年（截至2025年12月）的集团销售额（爱丽思欧雅玛等32家公司加在一起）预计超过8000亿日 元，增至30年前的约14倍。从其他家电厂商跳槽过 ...

展望2025年，中国城市经济版图跃然纸上，一份预测榜单揭示了令人瞩目的发展蓝图。上海以56,880亿元的傲人经济总量稳坐头把交椅，尽显龙头风范；紧 随其后的北京亦不甘示弱，预计将达到52,630亿元。而深圳，这座充满活力的创新之都，正以38,910亿元的GDP逼近四万亿大关，位列第三。 榜单中，新一线城市如成都、杭州等展现出令人欣喜的增长速度，为中国经济注入新鲜血液。更值得关注的是，温州首次突破万亿GDP，达到10,307亿元， 标志着区域经济发展迎来了新的里程碑，也预示着中国经济发展更加均衡。此外，福州正奋力追赶郑州，二者差距不断缩小，也暗示着东部沿海城市群的崛 起。 | | 2025年全国GDP30强城市预测 | | | | | --- | --- | --- | --- | --- | | 城市 排名 | | 2025年GDP（亿元） 2024年GDP(亿元) 增量(亿元) | | 名义增速 | | 1上海 | 56,880.12 | 53,926.71 | 2,953.41 | 5.48% | | 2北京 | 52,630.15 | 49,843.10 | 2,787.05 | 5.59% | | 3 ...

今年前三季度，浙江辖区上市公司经营业绩持续回升向好，现金分红金额及家数创下新高，回购增持持续发力，为全省经济社会发展大局提供了有力支撑。 浙江证监局表示，下一步，浙江证监局将深入学习贯彻落实党的二十届四中全会精神，认真按照中国证监会的要求，提高资本市场制度的包容性适应性，补 齐辖区资本市场的短板。 具体来看，一是大力支持上市公司用好并购重组、回购增持再贷款等资本市场"1+N"政策工具，持续助力上市公司提高发展质量；二是持续引导上市公司开 展中期分红、一年多次分红，提高投资者回报力度，增强投资者获得感；三是持续推动上市公司优化治理结构，增强独立董事独立性，推进监事会改革，建 立健全薪酬管理制度；四是着力提升财务信息质量，夯实财务会计基础，严厉打击财务造假、资金占用等违法行为；五是强化募集资金监管，加大对募集资 金管理、使用违法违规行为的打击力度。 近日，浙江证监局指导浙江上市公司协会举办2025年度浙江上市公司财务总监例会，学习贯彻党的二十届四中全会精神，分析浙江辖区资本市场形势，部署 浙江辖区上市公司监管工作。浙江证监局，杭州、温州、嘉兴、金华、衢州等省内各地市金融工作部门，浙江上市公司协会等相关负责人，以及 ...

Core Viewpoint - Huizhou Yingsheng Packaging Materials Co., Ltd. has been established with a registered capital of 50,000 RMB, indicating a new player in the packaging materials industry [1] Company Summary - The legal representative of the company is Yang Yansheng, which may suggest a centralized management structure [1] - The company’s business scope includes the sale of packaging materials and products, labor protection supplies, electrical accessories, electronic products, and computer hardware and software [1] - Additional activities include the retail and wholesale of rubber products, office supplies, electrical equipment manufacturing, and hardware products [1]

二、以价值转译破解技术传播壁垒 许多电器企业拥有领先技术，却困于技术语言自循环，难将优势转化为市场价值。TCL智家冰箱"分子 保鲜科技"的成功，在于将技术原理转译为"食材更新鲜"的直观价值。品牌营销策划的关键在于将产品 的核心技术通过用户易懂的语言精准传播，通过搭建技术与市场的桥梁，让专业优势被精准感知。 非常差异服务维世LED的案例时，破解了技术传播难题。维世无箱体折叠技术领先，却因定位模糊被归 为"小众高端品"。团队解构技术发现，"折叠"是表象，核心价值是电源与接收卡分离带来的"安装革 命"，遂将定位升级为"分离式便捷安装发明者"，以"100㎡大屏仅需2人1小时安装"对比传统屏8人4小时 的低效，让价值具象化。通过这种价值转译，维世LED成功打破了技术传播的壁垒，让客户能够清晰地 认识到产品的独特优势。 当前国内电器行业的营收同比增长4%，行业规模扩张的同时竞争也日趋白热化。美的、格力稳居头 部，TCL智家凭技术创新实现连续13季度增长。在此背景下，中小电器品牌要想实现突围，离不开专业 品牌策划支撑。深圳作为产业创新高地，汇聚了众多优秀的电器品牌策划公司，能够将企业技术优势转 化为市场的核心竞争力。 一、 ...

天眼查App显示，近日，珠海恒风电器有限公司成立，注册资本50万人民币，经营范围为一般项目：电 子产品销售；人工智能公共数据平台；电工仪器仪表销售；智能仪器仪表销售；仪器仪表销售；仪器仪 表修理；供应用仪器仪表销售；电线、电缆经营；光缆销售；电力电子元器件销售；五金产品零售；五 金产品批发；风动和电动工具销售；家用电器销售；家用电器零配件销售；日用家电零售；建筑材料销 售；轻质建筑材料销售；专业保洁、清洗、消毒服务；专用设备修理；照明器具销售；包装材料及制品 销售；计算机及办公设备维修；计算机软硬件及辅助设备零售；办公服务；计算机软硬件及辅助设备批 发；机械设备销售；机械设备租赁；工艺美术品及礼仪用品销售（象牙及其制品除外）；化妆品批发； 化妆品零售；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；信息技术咨询服务； 网络技术服务；信息系统集成服务；通讯设备销售；网络设备销售；工程技术服务（规划管理、勘察、 设计、监理除外）；家具零配件生产；家具零配件销售；家具销售；家具安装和维修服务。（除依法须 经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Points - The Zhejiang Province has launched a "Double Strike Protection for Enterprises" campaign, resulting in the investigation of 10,805 cases of infringement and counterfeiting since July, with a total amount involved of 361 million yuan [1][2] - The campaign focuses on key areas such as digital economy, artificial intelligence, and emerging industries, emphasizing the importance of intellectual property protection for innovation [1] - A new mechanism has been established to address cross-regional illegal enforcement, enhancing the protection of local enterprises and optimizing the business environment [3] Group 1 - The "Double Strike Protection for Enterprises" campaign has been organized for the third consecutive year, involving 15 member units and leading to significant enforcement actions [1][2] - The campaign has resulted in the seizure of over 2,500 counterfeit "Zhengtai" dual power conversion switches and related equipment, with an involved amount exceeding 2 million yuan [2] - The campaign has also targeted various well-known brands, including "Huawei," "Moutai," and "Chanel," to strengthen trademark protection [3] Group 2 - The Zhejiang Provincial Market Supervision Administration has introduced eight measures to standardize cross-regional enforcement actions, aiming to prevent illegal practices and improve the regional business environment [3] - The provincial authorities are committed to enhancing the enforcement of intellectual property rights and fostering a collaborative environment between government and enterprises [4] - Continuous efforts will be made to strengthen the crackdown on infringement and counterfeiting, with a focus on optimizing the business environment for enterprises [4]

Core Insights - The total retail sales value in Hong Kong for October 2025 is estimated at HKD 35.2 billion, representing a year-on-year increase of 6.9%, indicating a continued recovery in retail sales momentum [1] Retail Sales Performance - Online sales accounted for 14.6% of the total retail sales value in October, with an estimated value of HKD 5.2 billion, showing a year-on-year increase of 27.2% [1] - The cumulative online sales value for the first ten months of the year is estimated to have increased by 9.5% year-on-year [1] Category Analysis - The sales value of electrical and other unclassified durable consumer goods increased by 24.6% year-on-year [1] - The sales value of jewelry, watches, and luxury gifts rose by 9.5% year-on-year [1] - Conversely, the sales value of supermarket goods decreased by 1.8% year-on-year, and the sales value of automobiles and auto parts fell by 20.1% year-on-year [1] Seasonal Adjustments - The seasonally adjusted total retail sales value for the three months ending in October increased by 3.0% compared to the previous three months [1] - The seasonally adjusted total retail sales volume for the same period rose by 1.4% [1] Future Outlook - The spokesperson for the Hong Kong government indicated that the year-on-year increase in total retail sales value has accelerated further, with most major retail categories continuing to see growth [1] - Future improvements in consumer sentiment and a significant increase in visitor numbers to Hong Kong are expected to provide ongoing support for the retail sector [1]

Core Insights - The number of single-person households in South Korea is projected to reach 8.55 million by 2027, 9.71 million by 2037, and nearly 10 million by 2042, reflecting a significant societal shift [1] - As of last year, single-person households accounted for 36.1% of all households in South Korea, marking a notable increase from 27.2% in 2015 and 31.7% in 2020 [1][3] - The rise in single-person households is attributed to changing social structures, with a notable impact on consumption patterns and the emergence of new business models [1][4] Demographic Trends - The increase in single-person households is primarily driven by two demographic groups: young individuals under 29 years old (19.8%) and seniors aged 70 and above [3] - Young people are increasingly opting for shared living arrangements and services, such as car-sharing, due to economic factors and the high costs associated with car ownership [3][4] - The number of new car registrations among individuals in their 20s has significantly declined, dropping to 2.9066 million units in the first half of 2025, representing only 5.7% of total registrations [4] Economic Implications - The demand for small-sized products, single-person dining options, and mini kitchen appliances has surged, leading to the emergence of new business sectors catering to single-person households [4] - Despite the growth of single-person households, there are signs of a potential reversal, as marriage and birth rates have shown some recovery this year [4] Aging Population Challenges - The aging population in South Korea is contributing to the rise of single-person households among the elderly, with over 10 million individuals aged 65 and above, representing 20.1% of the total population [5] - By 2052, it is estimated that 51.6% of single-person households will consist of individuals aged 65 and older, increasing the demand for social services and healthcare [5] - A recent survey indicated that only 34.2% of elderly individuals living alone consider themselves healthy, with nearly one-third reporting feelings of loneliness [5][6]