新华社北京10月11日电 题："制造+服务"，如何加出新活力？ 工业和信息化部数据显示，此前遴选的370多家服务型制造示范企业中，服务业务对营业收入增长的贡 献率达60%。 新华社记者周圆 服务型制造是实现制造与服务融合发展的新型产业形态。工业和信息化部、人力资源社会保障部、商务 部等七部门日前印发《深入推动服务型制造创新发展实施方案（2025—2028年）》，旨在打造服务型制 造升级版，发展壮大新质生产力。 何为服务型制造？ "服务型制造的核心是制造业通过增加服务要素的投入和产出，融合发展，从单纯出售产品向出售'产品 +服务'转变。"服务型制造研究院院长刘尚文说，随着产业融合发展不断深化，服务型制造已成为制造 业发展的重要方向。 北京大学深圳医院的急诊重症监护病房内，监护仪、除颤仪、呼吸机等床旁设备一应俱全，同时还部署 了瑞智重症决策辅助系统，能显著提升急诊重症的救治效率。 "我们基于持续增长的装机体量，提供长期、差异化的整体解决方案，并通过与人工智能的结合，完成 了'设备+IT+AI'的数智医疗生态系统搭建。"迈瑞医疗有关负责人介绍，"产品+服务"的形式在赋能医院 精益化管理的同时，也为公司打造起独特的竞 ...

Core Viewpoint - Haier Smart Home reported strong performance in the first half of 2025, with revenue of 156.49 billion yuan, a year-on-year increase of 10.2%, and a net profit attributable to shareholders of 12.03 billion yuan, up 15.6% [1][4] Financial Performance - Revenue: 156.49 billion yuan, up 10.2% year-on-year [1][4] - Net Profit: 12.03 billion yuan, up 15.6% year-on-year [1][4] - Deducted Non-recurring Profit: 11.70 billion yuan, up 15.2% year-on-year [1][4] - Operating Cash Flow: 11.14 billion yuan, up 32.2% year-on-year [1][4] - Gross Margin: 26.9%, an increase of 0.1 percentage points year-on-year [1][4] Market Performance - Domestic market revenue grew by 8.8%, supported by the "old-for-new" appliance policy and strong performance from the high-end brand Casarte, which saw over 20% revenue growth [3][5] - Overseas market revenue increased by 11.7%, with emerging markets showing significant growth: South Asia up 33%, Southeast Asia up 18%, and Middle East & Africa up 65% [6] Strategic Initiatives - The multi-brand strategy showed significant synergy, with Casarte maintaining a leading position in the high-end market and Leader brand growing over 15% [5] - Digital transformation initiatives, including digital inventory and marketing, led to over 100% growth in POP channel retail and nearly 50% growth in e-commerce revenue [5] Business Segment Performance - Air energy solutions revenue reached 32.98 billion yuan, up 12.8% [7] - Household laundry solutions revenue was 32.01 billion yuan, up 7.6% [7] - Whole-house water solutions saw the fastest growth, with revenue of 9.79 billion yuan, up 20.8% [7] - The largest segment, household food preservation and cooking solutions, generated revenue of 63.53 billion yuan, maintaining stable growth [7] Innovation and Development - The company is focusing on smart home strategies through the "Three Wings Bird" brand, offering integrated scenario solutions [7] - Collaborations with partners like Boloni to develop complete kitchen appliance solutions and the introduction of AI-driven technologies to enhance user experience [7]

Core Insights - The Chinese smart home market is entering a rapid growth phase, with a projected market size exceeding 1 trillion yuan by 2025 and an annual compound growth rate of 20%-25%, capturing nearly 40% of the global market share [1] - Haier Smart Home has established a significant technological advantage, achieving 13 consecutive years of global leadership in smart home invention patents, indicating a strong first-mover advantage in converting technological superiority into market success [1] - The Haier Smart Home app has over 11 million monthly active users, serving as a core entry point for its Three Wings Bird brand, demonstrating a successful transformation of technological leadership into a high-engagement user service platform [1] User Experience Enhancement - The Three Wings Bird initiative focuses on enhancing user experience through seamless smart scenarios, allowing home appliances to communicate and collaborate, thus providing a proactive service that enhances daily life for its 11 million users [2] - The upgraded V2.0 smart air solution has achieved significant milestones, with initial orders for single-line control screens reaching 12,000 units, while ongoing development of PLC and Bluetooth Mesh solutions aims to provide stable connectivity for core products like smart curtains and switches [2] Home Decoration Innovation - The Three Wings Bird initiative has introduced customized solutions that revolutionize the home decoration experience, reducing the hassle of navigating different brands and channels by presenting complete smart living scenarios in newly opened stores [3] - The latest S3 series whole-house solution has been designed and will be showcased in stores, with over 104 customizable wash cabinet modules available for user selection, supported by professional design tools like BIM for personalized customization [3] Business Growth and Market Position - Data from GfK indicates that by the first half of 2025, Haier Smart Home achieved the top market share both online and offline, with its core products like refrigerators, washing machines, and air conditioners leading in growth rates, reflecting a smooth transition of new and old business drivers [3] - The competition in the smart home sector has evolved into a phase where "technology defines scenarios and ecosystems define value," emphasizing the importance of converting technological advancements into user-perceived scenarios and sustainable services for competitive advantage [3]

Core Viewpoint - The article discusses the insights shared by Zhou Yunjie, CEO of Haier Group, at the Qingdao International City Partners Dialogue, emphasizing the role of Chinese enterprises in global transformation through "openness, ecology, and innovation" Group 1: Globalization and Market Positioning - Haier leverages its local roots in Qingdao to establish a global presence, with a network of 230,000 outlets across over 200 countries and regions [3] - The company has maintained its position as the world's leading home appliance brand for 16 consecutive years, with Haier accounting for 60% of every 10 Chinese brand appliances sold overseas [3] Group 2: Ecological Development and Collaboration - The future of competition is shifting from direct corporate rivalry to ecological dialogue, focusing on creating a multi-dimensional ecosystem that transcends industry boundaries [4] - Haier's ecological strategy includes three main sectors: smart home, health, and industrial internet, fostering extensive collaboration opportunities with global partners [4][5] Group 3: Sustainable Practices and Innovation - Haier's 6-GREEN strategy aims to establish a low-carbon system across the entire industry chain, transforming China's sustainable practices into international standards [5] - The company is enhancing its global cooperation hub in Qingdao by integrating technology innovation, upgrading industrial clusters, and promoting cross-cultural collaboration [6]

Core Insights - The article highlights the impressive financial performance of China's major home appliance companies in 2024, with Midea leading the growth with a revenue of 409.1 billion yuan, a 9.5% increase year-on-year [3][4][6] - The growth of these companies is attributed to two main factors: globalization and premiumization, as they adapt to changing market dynamics and consumer preferences [7][10] Group 1: Financial Performance - Midea's revenue reached 409.1 billion yuan, marking a 9.5% year-on-year growth, making it the fastest-growing company among the four major appliance manufacturers [3][4] - Haier and TCL both reported revenues close to 300 billion yuan, with growth rates, while Hisense achieved a revenue of 151.3 billion yuan, reflecting an 8.7% increase [4][6] - Gree Electric Appliances, however, experienced a decline in revenue, reporting 190 billion yuan, a 7.31% drop [6] Group 2: Market Trends - The report indicates a trend of slowing growth in China's white goods market, while the black goods segment is seeing a shift towards high-end and smart products as key growth drivers [7][10] - The overseas market contribution has significantly increased, with major Chinese appliance companies adopting an OBM (Own Brand Manufacturing) strategy [7][10] Group 3: Globalization and Premiumization - Midea's overseas revenue reached 169.03 billion yuan, a 12.01% increase, with overseas sales accounting for 41.32% of its total revenue [8] - Haier's overseas revenue grew by 13% to 1.44 billion yuan, while Hisense's overseas revenue surged by 28% [8] - The article emphasizes that the high growth rates of these companies are primarily driven by their global expansion and focus on high-end products [9][10] Group 4: Strategic Initiatives - Midea has established 22 R&D centers globally, focusing on localized product development to meet regional demands, which has enhanced its competitive edge [13][14] - Haier has successfully implemented a multi-brand strategy and has made significant investments in North America, with 80% of its U.S. sales produced locally [15][19] - TCL's strategy focuses on large-screen products, with a 100.5% increase in shipments of 75-inch and larger TVs, indicating a strong push towards premium offerings [23][24] Group 5: Market Positioning - The article notes that Chinese home appliance brands are becoming increasingly popular in international markets, with significant growth in exports to Asia, Latin America, and Africa [29][30] - Chinese appliance manufacturers have established a strong global presence, with Haier and Hisense leading in various segments, including high-end markets [30][31]

Core Insights - The major Chinese home appliance companies, including Midea, Haier, TCL, and Hisense, reported significant revenue growth in their 2024 financial results, with Midea leading the way with a revenue of 409.1 billion yuan, a year-on-year increase of 9.5% [1][3] - The overall trend indicates a slowdown in the white goods market while the black goods segment is driven by high-end and smart product offerings, with a notable increase in overseas market contributions [3][6] Group 1: Financial Performance - Midea achieved a revenue of 409.1 billion yuan, marking a 9.5% increase year-on-year, making it the only company to surpass 400 billion yuan in revenue [1][3] - Haier and TCL both reported revenues close to 300 billion yuan, with Haier's revenue at 285.98 billion yuan and TCL's at approximately 300 billion yuan, both showing growth [1][3] - Hisense reported a revenue of 151.3 billion yuan, with an 8.7% growth [1][3] Group 2: Overseas Market Contributions - Midea's overseas revenue reached 169.03 billion yuan, accounting for 41.32% of its total revenue, with a year-on-year growth of 12.01% [4] - Haier's overseas revenue was 143.91 billion yuan, making up 50.32% of its total revenue, with a growth of 5.43% [4] - Hisense's overseas revenue reached 356.29 billion yuan, showing a significant growth of 28% [4] Group 3: Strategic Trends - The growth of these companies is primarily driven by globalization and high-end product strategies, as they adapt to a more competitive domestic market [3][6] - Midea has focused on high-end branding through its COLMO and Toshiba brands, with a reported 20% increase in retail sales for these brands [7][8] - Haier has utilized a merger and acquisition strategy to enhance its high-end market presence, with 80% of its U.S. sales produced locally [12][14] Group 4: Market Dynamics - The overall retail sales of home appliances in China reached 907.1 billion yuan in 2024, reflecting a 6.4% year-on-year increase, aided by government incentives [4][5] - Despite the positive growth, challenges remain for domestic sales, as companies like Hisense and Midea have announced layoffs, indicating a tough market environment [5][6] - The global market for televisions is experiencing slower growth, with a reported increase of only 1.8% in global TV shipments [25] Group 5: Future Outlook - Chinese home appliance companies are increasingly becoming favored in international markets, with significant exports to Asia, Latin America, and Africa showing robust growth [25][26] - The production capacity of traditional white goods in China is substantial, with a 65.5% share of the global market, indicating a strong manufacturing base [26] - The shift towards high-tech, high-value, and high-quality products positions Chinese home appliance brands for future growth in the global market [26][27]

Core Viewpoint - The article highlights the achievements and strategic initiatives of Zhou Yunjie, the Chairman and CEO of Haier Group, in transforming the company into a leading player in the smart home and health sectors while enhancing its international competitiveness in manufacturing [2][4][6]. Group 1: Manufacturing Transformation - Zhou Yunjie has been instrumental in Haier's transition from a traditional manufacturing company to a smart home ecosystem brand, focusing on high-end, intelligent, green, and cluster-based upgrades in the home appliance industry [4][5]. - Under his leadership, Haier's premium brand Casarte has seen a 13-fold growth over seven years, becoming the only Chinese brand in the light industry to surpass European and American brands in both price and sales [4]. - The company has optimized manufacturing costs by 4% and improved labor efficiency by 16% through large-scale customization [4]. Group 2: Green Development - Zhou Yunjie has led the implementation of the 6-GREEN strategy, establishing a low-carbon system with nine "lighthouse factories" and 18 national-level green factories [5]. - Haier has created the first recycling-disassembly-reuse system in the home appliance industry, recovering over 7.69 million old appliances in 2024, ranking first in the industry [5]. Group 3: New Business Ventures - In the health sector, Haier has developed three major segments: life sciences, medical devices, and medical services, with revenue exceeding 10 billion in 2024 [6]. - The company has made a strategic investment of 12.5 billion in Shanghai Laishi to enhance its blood product ecosystem, positioning itself as a leader in the domestic healthcare industry [6]. Group 4: Digital Economy and Industrial Internet - Zhou Yunjie has built a digital economy ecosystem that includes the Kaos platform, which has been ranked first nationally for six consecutive years, serving over 160,000 enterprises [6]. - The platform has significantly reduced digital transformation costs for companies, exemplified by a 60% cost reduction for businesses in Jinan [6]. Group 5: Renewable Energy and Automotive Aftermarket - Haier is constructing a renewable energy ecosystem that integrates green electricity, energy storage, and smart energy management, aiming to create a 50 billion-level renewable energy industry cluster within five years [7]. - The Kaichai platform has become the leading brand in the second-hand car retail market, achieving sales revenue of 20 billion in two years, with plans to develop a trillion-level industry cluster in the next five years [7]. Group 6: AI and Management Innovation - Zhou Yunjie has driven transformation through AI technology, launching the HomeGPT model for smart home applications and developing over 4,700 mechanism models to enhance enterprise efficiency [7].

3月27日，海尔智家（600690）发布了营收、利润创历史新高的业绩。财报显示，2024年海尔智家营收 2859.81亿元，同比增4.29%；归母净利润187.41亿元，同比增12.92%。其中，利润连续3年持续2位数增 长，盈利能力持续提升。 持续深化数字化变革，费率再优化0.3pct 盈利能力的持续提升，离不开数字化变革带来的降费提效。海尔智家通过全流程、全要素的数字化变 革，构建了研、产、供、销、服等领域端到端的数字化能力，实现了企业运营效率的提升。 具体来看，在市场端，海尔智家推进营销全链路数字化，提升新媒体矩阵运营、智能内容创作及商机管 理的能力，实现新媒体曝光超14亿人次、商机转化率24.7%；在服务端，海尔智家通过构建客服知识库 体系、交互场景标准化体系等，以及智能交互解决等能力，2024年智能交互占比同比上升25.52%，智 能解决率同比提升10.35%；在供应链平台，海尔智家拉通企划、市场、制造、采购、物流等节点构建 算法驱动的智能化预测模型和智能分析的云脑运营体系，提升订单预测能力，2024年国内定单响应周期 优化13%。 在2025AWE上，可以看到海尔智家通过AI科技、AI场景等，实现 ...