2025年上半年公司海外业务收入约63.67亿元，同比增长32.17%。 2025年下半年各产业市场策略国内空调产业：精准把握政策窗口期，优化销售节奏，线上线下协同促 销；以用户需求和创新驱动产品开发；坚持渠道多元化协同，推进营销转型，从关注"货到客户"转变 为"货到用户"。海外空调产业：完善产品矩阵与加速平台化开发，实施敏捷跟随策略；聚焦拉美、中 东、欧洲等市场，深挖大客户；布局欧洲、中亚及非洲市场；坚持品牌优先，深耕根据地市场。国内冰 箱柜产业：深度推进"营销转型、用户直达"战略，围绕客户与用户运营开展工作；产品端推动多款M鲜 生产品上市，强化品牌标签；市场端以用户为中心，提升新媒体能力；渠道端坚持高质量运营，强化新 兴渠道布局。海外冰箱柜产业：围绕主流市场重塑产品平台，基于差异化定义策略加大产品投入；把握 消费需求升级趋势，构建产品矩阵；加快亚非拉市场布局，打造品牌根据地，推动自主品牌业务规模化 发展。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受 ...

Group 1: Company Overview and Strategy - The company adheres to the operational principle of "innovation-driven, resource integration, industrial synergy, and internal-external fusion" to achieve healthy development in a competitive market [2][3]. - In the first half of 2025, the company reported a revenue growth, with a focus on transforming from operating washing and refrigeration appliances to a comprehensive white goods suite [2][3]. Group 2: Business Performance by Segment - The refrigerator (cabinets) business generated approximately CNY 4.415 billion, a year-on-year decrease of 4.17% [3]. - The air conditioning business achieved revenue of about CNY 11.575 billion, reflecting a year-on-year increase of 36.18% [3]. - The washing machine segment reported revenue of around CNY 1.04 billion, with a year-on-year growth of 32.70% [4]. - The kitchen and small home appliances segment saw revenue of approximately CNY 699 million, down 6.14% year-on-year [4]. - The biomedical segment generated about CNY 149 million, marking a year-on-year increase of 3.89% [4]. - The overseas business revenue for the first half of 2025 was approximately CNY 6.367 billion, up 32.17% year-on-year [4]. Group 3: Future Plans and Market Strategies - For the second half of 2025, the company aims to drive innovation and resource integration to strengthen market foundations and accelerate digital and intelligent transformation [6]. - The domestic air conditioning strategy includes optimizing sales rhythm, conducting promotional activities, and enhancing product development based on user needs [6][7]. - The overseas air conditioning strategy focuses on improving product matrices and enhancing customer service systems to strengthen cooperation [7]. - The domestic refrigerator strategy emphasizes marketing transformation and user-centric operations, promoting differentiated innovative products [7][8]. - The overseas refrigerator strategy aims to reshape product platforms and expand market share in emerging markets while enhancing brand presence [8].