（文章来源：每日经济新闻） 海信家电（SZ 000921，收盘价：27.2元）7月30日晚间发布半年度业绩报告称，2025年上半年营业收入 约493.4亿元，同比增加1.44%；归属于上市公司股东的净利润约20.77亿元，同比增加3.01%；基本每股 收益1.52元，同比增加2.7%。 ...

Group 1 - Hisense Home Appliances reported a revenue of 49.34 billion yuan and a net profit of 2.077 billion yuan for the first half of 2025, with year-on-year growth of 1.44% and 3.01% respectively, indicating a slowdown in performance compared to the previous year [2] - The company announced a change in leadership, with Hu Jianrong resigning as president and the board appointing Gao Yuling, the current chairman, as the new president, marking the first female president in the company's history [2] - Gao Yuling's dual role as chairman and president is expected to enhance decision-making and execution efficiency, aligning with the practices of major competitors like Midea Group and Haier Smart Home [2] Group 2 - The domestic central air conditioning market saw a decline of 15.9% year-on-year, while the retail sales of household air conditioners increased by 24.9%, and the refrigerator and washing machine markets also experienced growth [3] - Hisense's HVAC revenue decreased by 1.56% year-on-year, while the revenue from refrigerators and washing machines grew by 2.12%, with domestic revenue slightly down by 0.06% and overseas revenue up by 1.35% [3] - The appointment of former Midea executive Yin Bitong as the head of Hisense's air conditioning division indicates a strategic move to expand its air conditioning business [3]

格隆汇7月30日丨海信家电(00921.HK)发布公告，(1)胡剑涌不再担任执行董事、总裁、战略委员会成员 及ESG委员会成员职务，生效日期为2025年7月30日；(2)朱聃不再担任执行董事及战略委员会成员职 务，生效日期为2025年7月30日；(3)殷必彤已被选举为职工代表董事，获委任为战略委员会成员及ESG 委员会成员，生效日期为2025年7月30日；(4)方雪玉已被提名为第十二届董事会执行董事，且其委任须 待股东于股东会上批准；(5)高玉玲已获委任为公司总裁，生效日期为2025年7月30日；(6)胡剑涌不再担 任上市规则项下的授权代表，生效日期为2025年7月30日；及(7)殷必彤已获委任为上市规则项下的授权 代表，生效日期为2025年7月30日。 ...

海信家电（000921）(00921)公布，胡剑涌先生不再担任公司执行董事、总裁、战略委员会成员及ESG 委员会成员职务，生效日期为2025年7月30日;朱聃先生不再担任公司执行董事及战略委员会成员职务， 生效日期为2025年7月30日;殷必彤先生已被选举为公司职工代表董事，获委任为战略委员会成员及ESG 委员会成员，生效日期为2025年7月30日;方雪玉女士已被提名为公司第十二届董事会的执行董事，且其 委任须待股东于股东会上批准;高玉玲女士已获委任为公司总裁，生效日期为2025年7月30日;胡剑涌先 生不再担任上市规则项下的授权代表，生效日期为2025年7月30日;及殷必彤先生已获委任为上市规则项 下的授权代表，生效日期为2025年7月30日。 ...

在这样的背景下，以海尔智家（600690）为代表的中国品牌，通过定制差异化产品回应当地需求。如 今，海尔智家在马来西亚的市场份额逐步扩大，尤其冷柜、空调品类表现突出。GfK数据显示，2025年 第一季度，海尔冷柜在主流渠道市场份额超40%，位列第一;空调份额同比提升至16.7%，位居市场第 一。 海尔智家这一成绩的取得，源于对市场本质的深度把握。渠道方面，其针对马来西亚华人社区、马来家 庭及小商户等细分群体，布局超1400个销售网点与55家旗舰店，终端渗透率得到有效提升。产品层面， 其推出的UV智能空调针对当地湿热气候，可解决霉菌滋生问题;冷柜搭载冷藏冷冻转换、智慧控温等功 能，凭借"稳定制冷、低能耗"的特性，被商超、酒店等较多选用。 海尔智家在马来西亚冷柜与空调市场取得份额领先，是中国家电品牌通过技术创新与深度本土化运营， 成功突破传统市场格局的一个案例。这为中国家电品牌参与全球高端市场竞争提供了有力参考。 在全球化浪潮下，新兴市场对家电企业的战略重要性日益凸显。马来西亚作为东盟经济圈的核心，拥有 3300万人口规模，且GDP年均增速超4%，家电市场潜力可观。不过，该市场竞争长期激烈，自20世纪 70年代起 ...

在全球化浪潮下，新兴市场对家电企业的战略重要性日益凸显。马来西亚作为东盟经济圈的核心，拥有 3300万人口规模，且GDP年均增速超4%，家电市场潜力可观。不过，该市场竞争长期激烈，自20世纪 70年代起，日韩品牌便占据主导地位，形成了稳固的市场格局。 近年来，这种稳固的市场格局正经历结构性松动。一方面，中国—东盟经贸合作不断深化，关税减免、 产业链协同等红利持续释放，不仅降低了中国家电品牌进入当地市场的门槛，更为其打破固有格局创造 了有利条件。另一方面，马来西亚热带湿热的气候特点，使得当地存在特定的市场痛点：空调使用中易 滋生霉菌，既影响使用体验又暗藏健康隐患。 在这样的背景下，以海尔智家为代表的中国品牌，通过定制差异化产品回应当地需求。如今，海尔智家 在马来西亚的市场份额逐步扩大，尤其冷柜、空调品类表现突出。GfK数据显示，2025年第一季度，海 尔冷柜在主流渠道市场份额超40%，位列第一；空调份额同比提升至16.7%，位居市场第一。 海尔智家这一成绩的取得，源于对市场本质的深度把握。渠道方面，其针对马来西亚华人社区、马来家 庭及小商户等细分群体，布局超1400个销售网点与55家旗舰店，终端渗透率得到有效提 ...

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].

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 ...

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]

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].