"咔嗒——"当第一盏应急灯在地震废墟中亮起时，国网定日县供电公司共产党员服务队 队长旦达的对讲机依旧滋滋拉拉地裹着震颤的余波。 7月，定日县的灾后重建工作正在加速推进，总投资2亿元的重建项目已核准开工，帐 篷、发电机、导线等60余吨应急物资等早已在受灾区域储备妥当。在这样的坚实保障下，旦 达和队员们的脚步更加从容有力。在挖掘机清理碎石的轰鸣声里，他们背着20多斤的工具 包，沿着平均海拔4300米的线路巡查。缺氧、风沙让每一步都显得格外沉重，可每基电杆都 得仰头细看，每处接头都要用测温仪反复检测。"这里线路得再架高一点，防止施工碰撞。" 旦达在笔记本上画下隐患点，密密麻麻。 "党员就应该把最危险的地方当作阵地。"旦达的这句话，像一颗钉子牢牢钉在每个人心 里。从1月7日到6月30日，800余次抢修、1400余次延伸服务的数字背后，是暴雨、积雪都无 法阻挡的抢修速度，更是重建工地上，老百姓对往后踏实生活的满满憧憬。 "莫啦（藏语：奶奶），我们又来啦。"旦达蹲在安置点板房里，手把手教着格桑莫啦如 何使用电暖器，嘴里还不断强调着电的安全。老人摸着电暖器的开关，看着旦达忙前忙后的 工作，眼里充满感激。"打完酥油茶一定要记 ...

Core Viewpoint - The Shandong Provincial Market Supervision Administration has released the results of the 2024 provincial special supervision and spot check on the quality of indoor heaters, indicating compliance and non-compliance issues among various products [4][5]. Group 1: Inspection Results - A total of 20 batches of indoor heater products were inspected in the 2024 seventh batch of provincial special supervision and spot checks [4]. - One batch from Shijiazhuang Century Hualian Supermarket Co., Ltd. was found non-compliant, specifically regarding power connection and external soft wire [5]. Group 2: Compliance Standards - The inspection was conducted based on standards such as GB4706.1-2005 and GB4706.23-2007, focusing on various safety and performance criteria including electrical strength, leakage current, and mechanical hazards [4]. Group 3: Consumer Guidance - Indoor heaters are popular for their quick heating, convenience, and safety, with various types available including liquid-filled, fan, radiant, convection, and panel heaters [6]. - Consumers are advised to check for the "CCC" certification mark, select appropriate types based on room conditions, and choose suitable specifications according to room size [6][7][8][9][10][11][12].

Core Insights - Midea Group achieved total revenue of 409.08 billion yuan in 2024, a year-on-year increase of 9%, and a net profit attributable to shareholders of 38.54 billion yuan, up 14% year-on-year [1] - The company has maintained a steady growth trend with a CAGR of 9% for total revenue and 20% for net profit from 2011 to 2024 [1] - In the domestic market, Midea's revenue reached 238.1 billion yuan in 2024, growing by 8% year-on-year, while overseas revenue was 169 billion yuan, an increase of 12% year-on-year [1] Domestic Market Performance - Midea's products ranked first in market share across nine categories, including air conditioners and kitchen appliances, in both online and offline markets in 2024 [1] - The domestic air conditioning market saw a shipment volume of 104 million units in 2024, a 5% increase year-on-year, with Midea maintaining a leading market share of 31.90% as of February 2025 [2] - The HVAC segment generated revenue of 161.1 billion yuan in 2023, with a CAGR of 9% from 2017 to 2023, while the consumer appliances segment generated 134.7 billion yuan with a CAGR of 5% [2] International Market Performance - Midea has established 22 overseas R&D centers and 23 production bases across 11 countries, with OBM business revenue accounting for 43% of the overseas smart home business revenue in 2024 [1] - The total shipment volume of air conditioners reached 201 million units in 2024, marking an 18% increase year-on-year [2] Business Segment Analysis - The New Energy and Industrial Technology segment leads with a 45.1% global market share in household air conditioning compressors, while the company ranks first in the production of household air conditioning motors and washing machine motors [3] - In the smart building technology segment, Midea ranked fifth in revenue in mainland China with a market share of 2.7%, and in commercial air conditioning, it held a 14.3% market share domestically and 6.6% globally, ranking first and fifth respectively [3] - The Robotics and Automation segment, primarily operated by KUKA, holds a 8.9% market share, ranking third in the global industrial robotics market [3] Future Projections - Midea Group is projected to achieve revenues of 447.46 billion yuan, 478.36 billion yuan, and 506.80 billion yuan from 2025 to 2027, representing year-on-year growth rates of 9.4%, 6.9%, and 5.9% respectively [4] - The expected net profit attributable to shareholders for the same period is forecasted to be 42.48 billion yuan, 46.70 billion yuan, and 50.41 billion yuan, with growth rates of 10.2%, 9.9%, and 7.9% respectively [4] - The company is assigned a target PE ratio of 16 for 2025, indicating a potential upside of 27% from the current market valuation [4]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 4月28日消息，格力电器发布2024年年度报告披露了高管薪酬水平， 董事长董明珠年度薪酬为1437.20万元，另外还有 现金股利2亿元！ 根据报告，2024年格力电器共有17位董事和高级管理人员。 董事长、总裁董明珠年纪最大，为70岁。格力电器的高级管理人员合计从公 司获得的税前报酬总额为4505.18万元。 其中，公司给予独立董事适当的津贴，津贴标准为人民币20万元/年/人（税前），4名独立董事 拿到这笔20万元津贴。 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ | (三)高级管理人员薪酬方案 | | --- | | | | | | | | 41 14 : 17 76 | | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 性别 | 年龄 | 职务(报告期内) | 任服 状态 | 从公司获得的 税前报酬总额 | 是否在公司关 联方获取报酬 | | 窗粤球 | 文 | 70 | 置事长,总裁 | 现任 | 1.437.20 | 17 | | 张佳 | ਸੁਤੇ | 48 | 董事、党委书记 | ...

Core Viewpoint - The competition between Midea Group and Gree Electric in the home air conditioning market has intensified, with both companies claiming to be the market leader based on different data dimensions [2][3][4]. Group 1: Company Performance - Midea Group reported that its air conditioning offline market share is 35.9% and online market share is 33.2%, both ranking first in the industry [3][4]. - Gree Electric stated that its online retail market share for air conditioning is 25.4%, claiming the top position [3][4]. - Midea Group's total revenue for 2024 was 409.08 billion yuan, a year-on-year increase of 9.5%, while its net profit was 38.54 billion yuan, up 14.3% [4]. - Gree Electric's revenue for 2024 was 189.16 billion yuan, a year-on-year decline of 7.26%, with a net profit of 32.19 billion yuan, an increase of 10.91% [4]. Group 2: Market Dynamics - The home appliance industry is characterized by fierce competition, with various companies vying for the title of "number one" [9][11]. - The air conditioning market in China saw a retail value of 207.1 billion yuan in 2024, reflecting a year-on-year decline of 2.2% [12]. - The competition extends beyond air conditioning, as companies like TCL and Hisense also claim leadership in various product categories, indicating a broader trend of market rivalry in the home appliance sector [11].

分红方面，格力电器拟向全体股东每10股派发现金红利20元(含税)，预计派发现金股利111.7亿元，不送红股。加上 2024年中期利润分配拟派发现金红利55.8亿元，2024年度累计现金分红总额为167.6亿元，全年累计分红约占2024年 度归属于上市公司股东净利润的比例为52.06%。 4月27日，格力电器发布2024年年报，公司营业收入约1891.64亿元，同比减少7.26%； 归属于上市公司股东的净利润 约321.85亿元，同比增长10.91%。 | 项目 | 2024 年 | 2023 年 | 本年比上年增减 | 2022 年 | | --- | --- | --- | --- | --- | | 营业收入(元) | 189, 163, 654, 064. 64 | 203, 979, 266, 387. 09 | -7.26% | 188, 988, 382, 706. 68 | | 归属于上市公司股东 | 32, 184, 570, 372. 28 | 29, 017, 387, 604. 18 | 10. 91% | 24, 506, 623, 782. 46 | | 的净利润(元) | | | ...

创新：技术储备构筑长期壁垒 具体来看，报告期内，格力电器产品品类不断丰富，多个品类家电深受市场青睐，零售额和零售量位居 行业前列。欧睿国际（Euromonitor）发布数据显示，格力位列 2024 年全球分体式空调零售量第一。奥 维云网数据显示，2024 年格力品牌家用空调线上零售额份额为25.40%，位居行业第一；电风扇线上零 售额份额为13.01%，位居行业第二；电暖器线上零售额份额为9.66%，位居行业第三；空气能热水器线 上零售额份额为17.45%，位居行业第三。 格力电器表示，2025年一季度以稳健业绩实现"开门红"，离不开核心技术的突破与产品的迭代创新。 4月27日，格力电器发布2024年年度报告及2025年第一季度报告。数据显示，公司2024年全年实现营业 总收入1900.38亿元，同比下降7.31%；归母净利润321.85亿元，同比增长10.91%，盈利能力持续提升。 2025年一季度营业总收入达416.39亿元，归母净利润达59.04亿元，同比分别增长13.78%和26.29%，以 稳健业绩实现"开门红"。 此外，2024年度，格力电器拟向全体股东每10股派发现金红利20元（含税），再加上去 ...