Core Insights - The event "Embracing a Zero-Carbon Future" highlighted the importance of sustainable development and featured the release of the "2025 Youth Low-Carbon Practice Report" by China News Weekly, which provides insights into the low-carbon awareness and behaviors of contemporary youth [1] - Vatti's new generation of energy-efficient combustion technology 5.0 was awarded for its significant contributions to low-carbon practices, showcasing the company's leadership in the kitchen appliance industry and its commitment to sustainable development [1][2] Group 1: Technological Innovations - Vatti's new generation of energy-efficient combustion technology 5.0 achieves a gas thermal efficiency of 84%, surpassing national first-level energy efficiency standards and significantly exceeding the industry average [2] - This technology allows users to achieve the same cooking results with less gas consumption, thereby reducing costs and lowering carbon emissions in kitchen environments [2] - Vatti's commitment to low-carbon principles extends throughout the product lifecycle, from production to usage, providing a replicable model for green transformation in manufacturing [2][3] Group 2: Research and Development - Vatti's products, including its range of range hoods and wall-mounted boilers, meet national first-level energy efficiency standards, with some products achieving thermal efficiency over 108% and NOx emissions as low as 45 mg/kWh [3] - The company has established a closed-loop mechanism of "demand-driven - R&D investment - standard leadership," with a planned R&D investment of 263 million yuan in 2024 and 922 patent applications throughout the year [3] - Vatti has participated in the formulation of 31 external standards, including 9 national standards, demonstrating its role in driving the kitchen appliance industry towards greener and more efficient practices [3] Group 3: ESG Strategy and Sustainability - Vatti is building a green and low-carbon operational system throughout its production processes, aiming for "green factory" status and optimizing energy structures [4] - The company has initiated a rooftop photovoltaic power generation project, which is expected to account for over one-third of its total electricity consumption by 2024, saving 5.81 million kWh of municipal electricity [4] - Vatti's total greenhouse gas emissions have decreased by 15.38% year-on-year, reflecting its commitment to ESG principles and sustainable development across all aspects of its operations [4] Group 4: Social Responsibility - In 2024, Vatti plans to donate 1.3 million yuan to charitable organizations, with total annual contributions reaching 4.55 million yuan, focusing on healthcare, infrastructure, and social welfare [5] - The company has partnered with the Shenzhen One Foundation to support families of children with autism, funding 20 "parent support stations" and conducting numerous community activities [5] - Vatti's ESG strategy integrates social responsibility into its operations, promoting low-carbon transformation in the kitchen appliance industry while engaging with various stakeholders to achieve sustainable development goals [5]

在全球经济一体化的大背景下，家电行业的出海征程正呈现出蓬勃发展的态势。出海，早已成为家电行 业发展的内生需求，而近期"对等关税"政策的调整，更是如同催化剂一般，进一步加速了这一进程。 据悉，在近期中美关税调整窗口期，中国家电对美订单回升至去年同期60%。政策红利使综合税率从 125%降至55%，刺激美国进口商补货需求。企业通过产能调配、技术升级和物流优化应对挑战，智能 家电渗透率提升至42%。 在广阔的外需市场中，北美、西欧等成熟市场对品质和创新有着极高的要求，而东南亚、中东非、拉美 等新兴市场则充满着巨大的潜力与机遇。在撬动这些外需市场的过程中，除了产业基地的海外投资布 局，产品的高端化、时尚化、智能化更是起着举足轻重的作用，它们直接决定了品牌"出海"的成效。 华帝，作为中国高端厨电领导品牌，在这股出海浪潮中脱颖而出，走出了一条独具特色的高端化发展之 路。 技术创新筑牢出海根基，专利赋能产品竞争力 近两年来，华帝的出海业绩十分引人注目。2024年财报数据显示，其海外业务收入达7.6亿元，同比增 长20.29%，海外渠道创收占比提升至11.92%，成为国产家电品牌冲"高"出海的典型样本。 亮眼业绩的背后，是华 ...

8月，华帝携手深圳壹基金公益基金会，在大连爱纳孤独症障碍者综合服务中心，开启"天生干净，星星 的孩子"孤独症家庭守护计划，目前已资助了20所"家长加油站"，共开展42场家长赋能活动，13场社区 倡导活动，68场心智障碍者能力提升活动，共有1981人次心智障碍者、1899人次家长、849人次志愿者 受益。此外，华帝董事长兼总裁潘叶江在中秋来临之际，和患孤独症的孩子们一起制作爱心月饼，拍摄 制作公益短片《爱是"五仁"》，总曝光量达2700万+，播放量超253万次，影响超过1.5万人，社会筹集 善款2.7万元。 从产品创新到社会责任的全链条实践 "欲筑室者，先筑其基"。5月21日，"社区共创+"信息时报改版24周年暨微社区e家通10周年推介会活动 在广州报业文化中心圆满落下帷幕，中国高端厨电领导品牌华帝股份在此次活动中脱颖而出，被授 予"优秀合作伙伴"这一殊荣，成为行业与社会瞩目的焦点。 信息时报，作为大湾区媒体领域的重要力量，多年来始终扎根于这片充满活力与希望的土地。微社区e 家通则如它所言："十年栉风沐雨，十年春华秋实"，十年来，它始终以敏锐的视角聚焦民生热点，作为 一位忠实的记录者与推动者，见证并参与着大湾区 ...

美的为何此时加码暖通产业？产业经济观察家丁少将认为，在家电存量市场竞争下，未来5—10年，全 球暖通领域仍有较大的发展机遇。一方面基于品质生活的需求，许多新兴市场有较大的需求潜力；另一 方面是绿色低碳的消费趋势，将倒逼整个产业走向重构。 家电巨头海外收购动作频频，引发市场关注。近日，美的集团宣布与喜德瑞集团达成战略合作协议，加 码暖通领域业务布局。 大型家电厂商在海外的收购动作频频，主要基于未来业务发展过程中的实际需求，如产业链整合、产品 技术、品牌渠道等方面综合考虑，进一步扩充全球业务版图。 丁少将也提醒道，海外收购需注意业务的关联性，即收购标的要能够形成业务协同。收购之后的有效整 合是关键，其中文化的整合也相当重要。此外，还要做好本土化的落地，包括生产制造、渠道建设、体 系化服务等相关能力的匹配，让收购的资产发挥更大的价值。 家电"三巨头"去年海外营收合计增长近10% 随着不断"买买买"，我国家电巨头在海外的营收规模逐步扩大。记者梳理家电"三巨头"近期披露的2024 年年报发现，去年美的集团、格力电器、海尔智家"三巨头"的海外营业收入合计超3410亿元，与2023年 相比增长近10%。从营收规模来看，美的 ...

Group 1 - Major home appliance companies are increasingly engaging in overseas acquisitions, with Midea Group recently announcing a strategic cooperation agreement with the IDEAL Group to enhance its HVAC business [2][3] - Last year, the combined overseas revenue of China's "three giants" in home appliances exceeded 341 billion yuan, marking a nearly 10% year-on-year growth [5][6] - The focus of acquisitions has shifted from horizontal expansion to deepening the supply chain, as companies aim to strengthen their competitiveness in global markets [2][8] Group 2 - Midea's acquisition of IDEAL's existing business in China includes manufacturing, sales networks, and core technologies, while maintaining the use of IDEAL's four major brands in the Chinese market [3][4] - The global HVAC market is expected to present significant growth opportunities in the next 5-10 years, driven by quality living demands and green consumption trends [3][4] - The overseas revenue of Midea Group, Gree Electric Appliances, and Haier Smart Home reached 341 billion yuan, with Midea leading at 169 billion yuan, followed by Haier at 143 billion yuan and Gree at 28 billion yuan [5][6]

编号：25-02 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 天弘基金管理有限公司 | | 人员姓名 | | | 时间 | 2025 年 5 月 14 日（星期三）上午 10:00-11:00 | | 地点 | 公司四楼会议室 | | 上市公司接待人 | | | 员姓名 | 卢宇凡、李小霞 | | | 1、问：目前公司在海外市场的布局情况如何？在泰国和埃及 | | | 建立生产基地的进展如何？ | | | 答：您好！感谢您的关注！ | | | 公司积极拓展海外市场，并投入泰国和埃及两大生产基地，泰 | | | 国工厂一期已于 2024 年 4 月正式投产，二期则在今年 4 月顺 | | | 利进入试产阶段。公司于 2025 年 4 月 24 日召开的董事会五届 | | | 二十次会议审议通过了《关于再次向泰国生产基地增加投资额 | | | 度暨泰国子公司增资的议案》，为满足泰国生产基地客户订单 ...

Group 1 - Bosch Group announced a sales target of €90.3 billion for the fiscal year 2024, with an EBIT of €3.1 billion and an EBIT margin of 3.5% [1] - In the Chinese market, Bosch's sales reached ¥142.7 billion in 2024, representing a year-on-year growth of 2.7% [1] - The company aims for an annual sales growth of 6% to 8% by 2030 and plans to achieve a target profit margin of 7% by 2026 [1][2] Group 2 - Bosch's CFO Markus Forschner emphasized the need to maintain cost advantages and pursue growth through investment, innovation, and acquisitions [2] - The company expects electric mobility, hydrogen, and software-defined vehicles to drive significant business growth in the smart mobility sector [2] - Bosch plans to launch approximately 90 new cordless power tool products this year, focusing on expanding its product range in the consumer goods sector [2] Group 3 - Bosch announced plans to acquire Johnson Controls' global residential and light commercial HVAC business for $8 billion, marking its largest acquisition to date [3] - The acquisition is expected to contribute an additional 1% to 2% sales growth if completed by mid-year [3] - Bosch's R&D investment in China reached ¥11.9 billion in 2024, highlighting the country's role as an innovation hub for the company [3]

证券代码：300335 证券简称：迪森股份 广州迪森热能技术股份有限公司 问题3：领导好，请问公司C端产品有哪些？智能舒适家 居制造及服务后续的发展规划 答:尊敬的投资者您好，公司C端产品构建了可覆盖电 能、天然气及空气能多能互补的产品体系，涵盖壁挂炉、空 气源热泵、燃气热水器、五恒空调、净水系统、互联网温控 器及集成灶、烟灶等一系列智能家居产品，全方位满足用户 的多元化需求。后续发展规划详细情况请见公司已披露的 2024年年报中"第三节（十一）公司未来发展的展望"的章 节，谢谢关注！ 问题4：小松鼠有什么新产品吗？ 答:尊敬的投资者您好，公司2024年顺势推出M20、M6T 以及B20D等多款全预混冷凝炉及壁挂炉新品，在性能上不仅 具备超恒温技术，能将水温波动精准控制在极小范围，带来 始终如一的舒适体验，更拥有超大水量输出能力，轻松满足 大户型家庭以及轻商用场景下多人同时用水的需求。不仅如 此，公司持续发力既有产品升级，全力推进80kW轻商用系 统炉T2等产品的迭代进程，成功构建起功率覆盖20kW至 80kW、供暖面积适配60至1,000平方米的全预混冷凝产品矩 阵。谢谢关注！ 投资者关系活动记录表 编号： ...