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一季度内需潜力加快释放 5大类消费品以旧换新销售额超5000亿元
Zhong Guo Jing Ji Wang· 2025-04-28 08:40
在扩大投资方面,将工业软件等更新升级纳入"两新"政策支持范围,加快消费基础设施、社会领域投 资,制定实施充电设施"倍增"行动,支持城区常住人口300万以上的城市特别是超大特大城市建设停车 位。力争6月底前下达2025年"两重"建设和中央预算内投资全部项目清单,同时设立新型政策性金融工 具,解决项目建设资本金不足问题。 在畅通循环方面,加快建设全国统一大市场,开展为期半年左右的市场准入壁垒清理整治行动,加快出 台民营经济促进法,帮助外贸企业拓内销;同时,加快科技创新和产业创新深度融合,设立国家创业投 资引导基金,推进人工智能与60个重点行业方向、700个基础场景深度融合。 作为全球第二大经济体和拥有14亿多人口的大国,我国扩大内需有巨大的潜力和空间,而且都是非常现 实的需求。赵辰昕表示,消费领域,我国汽车保有量3.53亿辆,冰箱、洗衣机、空调等主要品类家电保 有量超过30亿台,按照正常周期更新换代,每年能创造数万亿元的需求。投资领域,我国全社会设备存 量资产净值约40万亿元,随着高质量发展深入推进,每年的设备更新换代投资需求将超过5万亿元。据 机构测算,2024年中国人工智能产业规模突破7000亿元,已连续多年 ...
东易日盛重整获关键进展:13家投资人确定,“AI+家装”战略落地可期
Cai Fu Zai Xian· 2025-04-18 09:28
Core Viewpoint - Dongyi Risheng has made significant progress in its restructuring efforts by signing an investment agreement with financial investors, marking a crucial step in addressing its debt crisis and facilitating business transformation [1][2]. Investment and Financial Details - A total investment of 11 billion yuan will be injected into Dongyi Risheng, with 3.45 billion yuan coming from industrial investor Huazhu Technology and 8.006 billion yuan from financial investors, corresponding to a 28.05% equity stake at a price of 3 yuan per share, reflecting a discount rate of 37.4% compared to the average price of 4.79 yuan per share over the previous 60 trading days [2][3]. - The total investment of 11.46 billion yuan will primarily be used for bankruptcy expenses, debt repayment, and to supplement the company's working capital, addressing immediate financial pressures [2][4]. Company Background and Challenges - Established in 1997, Dongyi Risheng was once a benchmark in the home decoration industry but has faced significant challenges due to the real estate market downturn and the impact of the pandemic, leading to three consecutive years of losses exceeding 1.5 billion yuan [3][4]. - As of Q3 2024, the company's debt-to-asset ratio reached 117.98%, with a negative net asset of 517 million yuan, necessitating external intervention for restructuring [3]. Strategic Value and Future Prospects - Despite recent operational difficulties, Dongyi Risheng retains substantial market value due to its established brand and customer base, which are critical for its restructuring efforts [4]. - Huazhu Technology's involvement not only provides financial support but also strategic resources, enabling Dongyi Risheng to transition towards a dual business model of "home decoration + computing power" [4][5]. - The integration of AI technology, such as the "True Home AIGC" system, is expected to enhance operational efficiency significantly, with potential improvements in user experience and service delivery [5]. - The dual-driven model combining traditional and emerging business areas is anticipated to open new growth avenues, positioning Dongyi Risheng for a potential V-shaped recovery in performance over the next two to three years [5].
现场超火爆!今天,桐乡这里排起了长龙
Sou Hu Cai Jing· 2025-04-12 11:05
Group 1 - The 18th Spring Home Expo in Tongxiang opened with a vibrant atmosphere, attracting many consumers and indicating a strong local consumption market [1] - Consumers are benefiting from lower prices at the expo compared to regular store prices, encouraging bulk purchases to save costs [3] - The expo has already seen significant sales, with multiple contracts signed within the first hour, showcasing its effectiveness [5] Group 2 - Hengjie Sanitary Ware has participated in the expo for 18 consecutive years, consistently achieving substantial order volumes [7] - The expo offers government subsidies for consumers engaging in home renovations, with a maximum subsidy of 20,000 yuan for eligible purchases [9] - This year's expo features 57 well-known exhibitors across various categories, providing a comprehensive one-stop shopping experience for consumers [11] Group 3 - The event runs until April 13, inviting interested consumers to visit the venue [12]
天坛定制家“五一好价节”重磅来袭,全链路服务诠释国企担当
Bei Jing Shang Bao· 2025-04-02 12:48
Group 1 - The upcoming May Day holiday is driving a surge in the home decoration market, with Tian Tan Custom Home launching the "May Day Good Price Festival" from April 4 to May 12, offering a comprehensive one-stop custom home service and multiple benefits for consumers [1][3] - Tian Tan Custom Home, a core brand under Tian Tan Furniture, has a unique quality advantage rooted in its state-owned enterprise background, having served over 100,000 families since its establishment in 1956 and receiving multiple awards such as "Top Ten Home Brands in China" [3] - The "May Day Good Price Festival" integrates years of craftsmanship with modern home needs, offering factory-direct pricing and flexible cabinet packages to suit various home layouts, along with upgraded imported hardware for enhanced user experience [3][5] Group 2 - Tian Tan Custom Home promises an industry-leading "4T delivery cycle" with a commitment to complete projects efficiently within 28 days, backed by daily compensation for delays, reflecting the brand's commitment to transparency and responsibility [5] - During the event, customers will receive free whole-home planning services from experienced designers, ensuring practical and aesthetic space solutions tailored to individual preferences [5] - The company is expanding its reach by participating in the "May Day Good Price Festival" across six major stores in key areas of Beijing, including Haidian, Chaoyang, and Fengtai, to provide state-owned enterprise standard services to consumers [7]
逐鹿10万亿“三家”市场,向存量要增长
吴晓波频道· 2025-03-27 16:49
点击图片▲立即收听 " 智人之所以成功,秘诀在于懂得运用信息,并把许多人联结起来。 " —— 尤瓦尔 · 赫拉利《智人之上》 文 / 巴九灵(微信公众号:吴晓波频道) "我在这才坐了三个多小时,就下单了两件商品,一把剃须刀,还有龟背竹——在看到屏幕上那座'梦中情台'之前,我从来没接触过这个植物。" 在3月21日,小红书主办的家生活私享会上,一上台,吴老师便指着自己的手机感叹道。 台下近百名来自家电、家居、家装等泛家装产业的企业高管则会心一笑。 吴老师是小红书的"老朋友"了。 2023年,他带着"满心好奇"来到小红书WILL商业大会,与来自欧莱雅、百胜中国必胜客、Babycare的品牌代表进行了一场圆桌对谈。 如今,圆桌还是圆桌,但互动的对象却变成了方太、栖息地这样的家居家电品牌, 以及小红书商业耐消行业群总经理昂扬 。 这样的碰撞蕴含着某种趋势。 在吴老师看来,家电、家装、家居行业是宏观经济促内需的消费关节处,是当前最重要的内需启动点,只是"三家"行业的驱动力发生了蝶变—— 由过去依赖房地产,到如今仰赖企业自身的突围和变革,而小红书正在试图帮助他们穿越这一周期。 正如吴老师现场所言:"小红书已成为一个生活方式 ...
东易日盛家居装饰集团股份有限公司 关于公司及子公司贷款逾期及提前到期情况的公告
本公司及董事会全体成员保证公告内容真实、准确和完整,没有虚假记载、误导性陈述或者重大遗漏。 东易日盛家居装饰集团股份有限公司(以下简称"公司")及子公司东易日盛智能家居科技有限公司、北 京易日通供应链管理有限责任公司由于流动性问题,出现贷款及利息未能如期偿还的情形。具体情况如 下: 一、贷款到期未清偿的情况 二、公司下一步拟采取的措施 公司及子公司正积极与以上相关机构沟通和协商,争取就上述债务解决方案达成一致意见。 三、相关说明及风险提示 1、因债务到期未清偿,公司可能会面临支付相关违约金、滞纳金和罚息,以及产生相关强制执行、诉 讼、查封冻结等风险。 2、公司将根据相关进展情况及时履行信息披露义务。公司指定的信息披露媒体为《证券时报》及巨潮 资讯网(http://www.cninfo.com.cn),有关信息以公司在上述指定媒体刊登的公告为准,敬请广大投资 者注意投资风险。 特此公告。 东易日盛家居装饰集团股份有限公司 董事会 二〇二五年三月十日 ...
理想前总裁沈亚楠再创业,从给中产家庭造车到给中产家庭装修
晚点LatePost· 2024-04-25 15:07
用造车的方式造家,沈亚楠说,竞争壁垒是没有人像他一样愿意吃这个苦。 文丨朱丽琨 编辑丨钱杨 宋玮 沈亚楠 2022 年不小心弄伤了脚,在家休养了半年。当他能重新站起来的时候,就下了决心:离开理 想去创业,而要做的事情,"比造车还大"。 理想 L9 上市第二天,他约李想在一家星巴克见面,说想再次 "挑战成长极限"。 沈亚楠用了李想激励团队的话来说服李想。"二号位创业之后,再挑战极限,只能是一号位创业 了。" 比造车还大的事情指的是家装——用新的方式。他打了个比方,"过去的装修像是裁缝,我要做的是 成衣。" 他不会像传统装修公司那样给每个用户定制方案,再用不同公司的原材料、产品 "攒" 出一 个家。而是用制造业的方式,造出 "整家" 产品,而不是只做服务。 4 月 25 日,沈亚楠的创业项目智能住宅品牌「Habit@ 栖息地」完成天使轮、Pre-A 轮融资,累计 6.53 亿人民币。Pre-A 轮由理想汽车领投, 石头科技、新北科创基金等跟投。 沈亚楠觉得 "造家" 这事情值得做。家装产业规模超过五万亿,过去还没有一个公司把家装产品化。 对沈亚楠的新创业,李想评价,"虽然中国过去几十年房地产高速发展,但是真正的居 ...