另一方面，家电股、内银股走势低迷，其中，海信家电跌超5%，海尔智家跌近4%，招商银行、工商银 行、邮储银行均跌2%，脑机接口概念股、纸业股、煤炭股、内房股与物管股纷纷走低。(格隆汇) 港股三大指数继续昨日上涨行情，科技股助力，恒生科技指数午间再度大涨1.91%，恒生指数、国企指 数分别上涨0.43%及0.6%，市场做多情绪持续回暖。 盘面上，大型科技股继续走俏带动大市上行，其中，京东涨超6%，百度涨4.35%，小米涨3.6%，快手涨 近3%，腾讯涨1.46%，阿里巴巴、美团均上涨；全球第二大铜矿发生事故，供应趋紧促金属铜价走高， 铜业股大涨领衔有色金属股上涨，其中，中国大冶有色金属飙涨25%表现最佳，中国有色矿业、五矿资 源涨幅强势，紫金矿业再创历史新高；汽车股拉升，受奇瑞上市大涨带动，零跑、小鹏、蔚来齐涨；半 导体芯片股继续走俏，钢铁股、建材水泥股、高铁基建股多数表现活跃。 ...

Core Insights - Haier has established an air conditioning production base in Chonburi, Thailand, with an investment of 10 billion THB [1] - The project will be executed in three phases, starting with an annual production capacity of 3 million units, expanding to 3.5 million units by 2026, and reaching 6 million units by 2027 [1] - The new factory is expected to create 3,000 jobs and will serve both domestic and international markets [1] Company Strategy - This new facility is Haier's second production base in Thailand, complementing its existing factory in Kabin Buri, which primarily produces refrigerators and air conditioning products [1] - Haier's chairman, Zhou Yunjie, emphasized that this significant investment reflects the company's confidence in the Thai economy and aims to position Thailand as a strategic manufacturing hub in Southeast Asia [1] - The investment marks an important milestone in China-Thailand cooperation, coinciding with the 50th anniversary of diplomatic relations between the two countries [1] Market Focus - The air conditioning products manufactured at the new facility will be targeted for the domestic Chinese market, while also being exported to the EU, North America, and Middle Eastern countries, which are projected to become the largest export markets for Haier [1]

Core Viewpoint - Haier Group has officially launched its air conditioning industrial park in Chonburi, Thailand, marking a significant expansion in its production capabilities in the Southeast Asian market [1] Group 1: Industrial Park Details - The industrial park is located in the Eastern Economic Corridor of Thailand, covering an area of approximately 324,000 square meters [1] - The annual planned production capacity of the park is 6 million units, indicating a robust manufacturing capability [1] Group 2: Product Range - The product line includes 14 major categories and thousands of models, encompassing home air conditioners (floor-standing, wall-mounted, window units), commercial water machines, heat pumps, automotive air conditioning, and container temperature-controlled air conditioning [1] - The diverse product offerings are designed to cater to various air conditioning needs for residential, commercial, and specialized applications [1]

新一线城市研究所最新榜单显示，2025年"新一线"15强座次排定：重庆跃居第3，合肥守住第11，佛山列第15。三城性格迥异，却用同一张答卷证明——谁 能把产业、人口、消费三个轮子一起转起来，谁就能抢先升舱。 佛山守住门槛，秘诀在"制造+家居"双轮驱动。工业规模居全国第五，家电、陶瓷出口火热；南海、顺德两条地铁接通广州，广佛日均跨城客流170万，同城 红利让佛山得以跻身"一线俱乐部"。 榜单年年变，核心不变：产业兴，人口聚，消费旺。重庆、合肥、佛山已各显其招，下一程就看谁能把优势跑成胜势。 重庆连升两位，靠的是"智造"提速。西永微电园、两江新区连片成势，笔记本电脑产量全球每四台就有一台"重庆造"；轨道交通通车里程突破600公里，把 千万人口半小时内拉到解放碑打卡，商业魅力指数随之飙升。 合肥继续当"最强风投城市"。京东方、蔚来、长鑫存储扎堆，战新产业产值突破万亿；中国科大每年输送上万名硕博，年轻人净流入率连续三年全国前三， 房价却仍是长三角洼地，留人成本更低，排名自然稳。 | 17 100 | | 2025 | | | | | --- | --- | --- | --- | --- | --- | | 新一线成 ...

实践案例 文/华夏ESG观察联盟 企业介绍 海尔智家股份有限公司（简称"海尔智家"），是海尔集团子公司之一，承接海尔集团三大板块之一 的"智慧住居"赛道，前身为青岛海尔股份有限公司，其历史可追溯至1984年成立的青岛电冰箱总厂。公 司于1993年在上海证券交易所A股上市，2018年在德国法兰克福中欧国际交易所D股上市，2020年在香 港联交所H股上市，实现"A+D+H "全球资本市场布局。海尔智家全球拥有10万+员工，其中外籍员工超 1/3。 海尔智家建立并逐步完善用户投诉响应与管理机制，利用数字化工具，保证客户需求秒级响应，并根据 客户痛点持续升级投诉响应流程与机制。2024 年，公司接获66,212 条关于产品及服务的投诉，投诉结 案率及投诉解决满意率均为 100%。 此外，海尔智家搭建覆盖全流程、全产业的分类化、数字化服务培训体系和操练考比体系，不断提升一 线服务人员的服务能力。2024年公司在全国开展线下开展实操培训超7,300 次，参与服务人员10万余 人，服务商培训5,700余家，场次超1,100 次。 专家点评：海尔智家坚守"人单合一，人人质量"理念，打造涵盖全流程质量、有害物质管控及ESD静电 ...

Group 1 - The Hang Seng Index rose by 1.37%, while the Hang Seng Tech Index increased by 2.53% [1] - Technology stocks showed strong performance, with Alibaba rising by 9% to reach a new high, announcing a collaboration with NVIDIA on Physical AI [1] - Semiconductor company SMIC saw a nearly 6% increase, hitting a historical high [1] Group 2 - Home appliance stocks performed well, with Hisense Home Appliances surging by 14% after establishing a joint laboratory with Dow [1] - Pharmaceutical stocks faced a downturn, with Yimeng Bio falling by nearly 9% [1]

在全球双碳与制造业升级浪潮中，海信坚持以ESG理念为指引，将绿色、智能作为高质量发展的核心。 HHA智能制造工业园从规划之初就对标全球顶尖的灯塔工厂，引入AI质检、数字孪生等技术，打造全 流程的数字化生产线，以绿色低碳标准实现环保与高效的高效生产统一，致力于建成世界一流的园区。 整个HHA智能制造工业园分为三期规划，2030年全部建成。在建设运营中，海信将深化与安美德工业 园及泰国本土与全球供应商合作，共享产业集群优势，实现"高起点建设、高效率推进、高标准运营"。 未来，海信将以HHA智能制造工业园为支点，与泰国各界携手，以技术创新赋能产业升级，以本土化 运营深化文化融合，推动中泰经贸合作再上新台阶。（古雨） 贾少谦在致辞中说，今年是中泰建交50周年，"中泰一家亲"为企业合作搭建了坚实桥梁。海信选择落户 泰国春武里府，既是珍视中泰友谊，更是对泰国区位优势的重视。"海信的国际化是用真诚换真诚，用 人心换人心的过程。"贾少谦表示，自2016年深耕泰国市场以来，海信不仅带来了全品类产品，建设了 生产基地与研发中心，带动当地就业和产业发展，还通过开展体育比赛、教育、医疗捐赠等公益活动， 用行动践行"企业公民"责任，促 ...

Core Viewpoint - Midea has undergone a personnel restructuring, with significant appointments across various departments, including the home air conditioning division and the washing machine division, indicating a strategic shift within the company [1][6]. Group 1: Personnel Changes - Midea announced a series of personnel appointments, with Zhang Yulong being promoted to Vice President of China Region and General Manager of Offline Business, previously holding the position of Domestic Marketing General Manager for the home air conditioning division [1][4]. - Feng Lin has been appointed as Zhang Yulong's successor in the home air conditioning division, previously serving as General Manager of Air Conditioning Products at the Shijiazhuang Operations Center [5][6]. - The restructuring also includes new appointments in the refrigerator division's domestic marketing, indicating a broader organizational change across multiple product lines [6]. Group 2: Strategic Implications - This restructuring follows Midea's earlier personnel changes in July, aimed at ensuring a simpler and more efficient organization with direct operational responsibilities [6][7]. - The company is integrating its operations across different product categories, which may lead to further consolidation of roles, such as merging the general manager positions for ice washing products [7]. - Midea's channel reform initiated in 2021 has led to a direct connection between operational centers and regional retailers, reflecting a shift in strategy to enhance efficiency and profitability [8]. Group 3: Market Context - The domestic air conditioning market saw a retail revenue of 126.3 billion yuan in the first half of the year, a 12.4% year-on-year increase, driven by policy benefits, price competition, and high temperatures [8]. - Despite revenue growth, Midea's smart home business experienced a decline in gross margin to 28.52%, down 0.84 percentage points year-on-year, highlighting challenges in maintaining profitability amid competitive pricing [9].

Group 1 - The core idea of the collaboration between Suning.com and Panasonic is to launch the "Smart Life Renewal Plan" to enhance holiday quality consumption through technology and innovative products [1] - The partnership aims to provide a one-stop solution for consumers, integrating technology into daily life with a focus on new product launches, experiential scenarios, and diverse services [1] Group 2 - Suning.com and Panasonic have introduced several high-end technology products, including the ALPHA G5 washing and drying machine, which features a "four-in-one" design, and the Big Seal Pro refrigerator, which offers a 515L capacity with advanced preservation technology [3] - The new products embody the design philosophy of "invisible technology, visible experience," enhancing the quality of holiday life for consumers [3] Group 3 - Suning.com stores will be transformed into experiential laboratories for technology products and holiday living, featuring a "one-click renewal" experience area for laundry needs and a "holiday banquet living room" showcasing food preservation and quick ice-making solutions [5] - These setups allow consumers to directly experience the functional characteristics of the products and appreciate how technology enhances their quality of life [5] Group 4 - During the holiday period, Suning.com and Panasonic will host various interactive and experiential activities in stores, including free garment care services and tasting events for fresh seafood and produce [7] - The collaboration aims to shift consumer focus from "functional consumption" to "conceptual consumption," emphasizing the transition from merely owning products to enjoying a quality lifestyle [7]

（图片来源：网络） 出品｜搜狐财经 作者｜李保铭 搜狐财经从业内人士处获悉，美的再现人员架构调整。 昨日，美的发布一系列人事任命通知，美的学苑、家用空调事业部、洗衣机事业部、微波和烤箱事业部、冰箱事业部等部门均有涉及。 一系列任命中，级别最高的是张玉龙。通知称，张玉龙任中国区域副总裁兼线下业务总经理，而此前张玉龙担任的家用空调事业部国内营销总经理职位，则 由冯林担任。 | | | | | FV. 7 HEH | | --- | --- | --- | --- | --- | | | 芜湖美智空调设备有限公司 | | | 2010-04-7 | | 2 | 广州华凌制冷设备有限公司 | 董雪 | 我器 | 2010-06-13 | | | 部邮美的制冷设备有限公司 | | | 2008-05-15 | | 4 | 浙江美的热能技术有限公司 | | 张玉龙 | 2018-06-14 | | | 重庆美的制冷设备有限公司 | | | 2011-05-30 | | | 喜德瑞热能技术(浙江)有限公司 | | 张玉龙 | 2004-04-1 | | 7 | 上海美的智慧家居有限公司 | 执行董事 | 张玉龙 | 202 ...