Core Viewpoint - Skyworth Group's stock surged over 28% amid speculation of a potential privatization, although the company has stated there are no current plans for privatization [1] Company Summary - Skyworth Group's stock price increased by 26.12%, reaching HKD 4.78, with a trading volume of HKD 432 million [1] - The company reported a revenue of RMB 36.264 billion for the first half of the year, reflecting a year-on-year increase of 20.3% [1] - Revenue from the new energy business reached RMB 13.801 billion, showing a significant year-on-year growth of nearly 54%, and accounting for 38% of the total revenue [1] Industry Summary - The consumer goods sector is expected to see steady progress in the "old-for-new" replacement program in the second half of 2025, with national subsidy funds anticipated to continue [1] - The home appliance industry is experiencing an upward revision in domestic demand expectations, with ample room for structural upgrades and global capacity layout among leading companies [1] - The report suggests that leading companies in the home appliance sector are positioned for high-quality operations and high dividends, indicating a positive investment outlook [1]

Group 1 - Skyworth Group (00751) saw a significant stock price increase, rising over 28% at the close, with a current price of 4.78 HKD and a trading volume of 432 million HKD [1] - On September 8, Skyworth Group's stock surged over 34%, leading to market speculation about a potential privatization, although the company stated there are no current plans for privatization [1] - For the first half of the year, Skyworth Group reported a revenue of 36.264 billion RMB, reflecting a year-on-year increase of 20.3% [1] Group 2 - The revenue from the new energy business reached 13.801 billion RMB, showing a substantial year-on-year growth of nearly 54%, and this segment now accounts for 38% of the total revenue [1] - According to Zhitong Finance, the consumer goods replacement program is expected to continue steadily into the second half of 2025, with national subsidy funds anticipated to follow suit, supporting sustained demand throughout the year [1] - The home appliance industry is expected to see an upward trend in domestic demand, with ample room for structural upgrades and global capacity adjustments among leading companies, which are also noted for high-quality operations and dividends [1]

活动现场 在全球能源结构向绿色低碳加速转型的浪潮中，中国企业正从参与者逐步迈向引领者。作为跨界布局新 能源领域的实践者，创维集团执行董事兼董事会主席林劲18日在"SKYLINK光寰共生"主题发布会期间 参加媒体访谈时表示，在能源安全与气候问题交织的当下，中国企业有责任构建能源命运共同体，"这 既是企业的战略选择，更是时代赋予的责任与机遇"。 创维集团执行董事兼董事会主席 林劲先生 "创维的发展离不开深圳的支持，从智能家电到新能源产业，我们始终受益于这里的市场环境、政策支 撑和人才储备。"林劲坦言，创维光伏的第一个生产基地便落户深圳光明区，正是得益于当地提供的场 地支持与政策优惠，电视业务才得以从无到有、由弱变强，逐步走向国际市场。 而在新能源产业布局中，光明区的扶持更是全方位的，"不仅有产业发展所需的供给，还帮助我们对接 潜在市场需求、获取国家认证及科技资源，这些都是实实在在的助力"。 从智能家电到新能源，创维的跨界并非偶然。林劲介绍，集团将把智能家电领域30多年积累的销售网 络、服务网络和供应网络等方面的积累，转化为新能源业务的独特优势。"我们在每一个乡镇都有举办 营销活动的能力，能上门与每一户家庭沟通。" ...