探索电气和电子行业的塑料循环利 用机会 马来西亚塑料循环系列 报告 #3 © 2025 世界银行集团 1818 H街西北, 华盛顿特区, DC 20433 电话：202-473-1000；互联网：www.worldbank.org 这项工作是由世界银行集团的成员国际复兴开发银行（IBRD）和国际金融公司（IFC）的员工以及外部贡献者共同完成的。"世界银行集团"是指法律上独立的国 际复兴开发银行（IBRD）、国际金融公司（IFC）、国际开发协会（IDA）和多边投资担保机构（MIGA）。 世界银行集团不保证本作品中包含的内容的准确性、可靠性或完整性，也不保证其中所述的结论或判断，对本作品中任何疏漏或错误（包括但不限于印刷错误 和技术错误）概不负责，也不对据此产生的任何责任或后果承担责任。本作品中所示的国界、颜色、名称、链接/脚注和其他信息不代表世界银行集团对任何领 土的法律地位或对其边界表示认可或接受。引用他人类似的作品并不意味着世界银行集团认可那些作者所表达的观点或其作品的内容。本卷中表达的研究成果 、解释和结论不一定反映世界银行集团的任何组织的观点、其各自的执行董事会或它们所代表政府的观点。 管理 公开披露授 ...

【#以旧换新政策带动家电大卖#"国补"叠加多种优惠#一台电视能有超55%折扣#】这个假期，在"以旧 换新"政策的带动下，各大家电卖场同样热闹。为了保持销售热度，近期多家家电销售平台、卖场提前 开启"双十一"促销活动，在深圳福田区一家家电卖场，假期期间客流较去年同期上涨约46%。一位消费 者表示："国庆期间优惠力度比较大，像这款电视原价是2万元，现在能做到12999元，蛮划算的。"店长 介绍，以一款百英寸的壁纸电视为例，折扣最高能达到55%以上。 来源：@央视财经微博 ...

格隆汇10月7日｜据央视财经，这个假期，在"以旧换新"政策的带动下，各大家电卖场同样热闹。为了 保持销售热度，近期多家家电销售平台、卖场提前开启"双十一"促销活动，在深圳福田区一家家电卖 场，假期期间客流较去年同期上涨约46%。一位消费者表示："国庆期间优惠力度比较大，像这款电视 原价是2万元，现在能做到12999元，蛮划算的。"店长介绍，以一款百英寸的壁纸电视为例，折扣最高 能达到55%以上。 ...

Core Insights - The article highlights the surge in holiday consumption in Shandong province during the National Day holiday, showcasing various promotional activities and events aimed at stimulating consumer spending [1][4][6]. Group 1: Holiday Events and Activities - The Qilu Super League match in Zaozhuang attracted over 10,000 fans, creating a vibrant atmosphere that encouraged visitors to explore the city [4]. - Zaozhuang organized over 120 activities, including food festivals and cultural events, to enhance the tourism experience during the holiday [4]. - Local hotels offered discounts of up to 20% for out-of-town fans and included attraction tickets as part of their packages [4]. Group 2: Consumer Electronics Promotion - The city of Rizhao implemented a "trade-in" subsidy program for home appliances, allowing consumers to receive up to 20% off on energy-efficient products, with a maximum subsidy of 2,000 yuan per item [5][6]. - Consumers took advantage of promotional activities, leading to increased sales of new appliances during the holiday [6]. Group 3: Traditional Medicine and Health Trends - A growing interest in traditional Chinese medicine among young consumers was noted, with establishments offering herbal teas and health consultations [7]. - The integration of traditional medicine with modern consumer preferences was highlighted, as products like herbal sachets and health foods gained popularity [7].

文 | 陈明一 回顾整个9月，山东与东盟的互动频频。 据山东省外办网站，9月15日至19日，山东省委常委、统战部部长、省海外联谊会会长邓云锋率山东省 代表团访问印度尼西亚、新加坡；9月22日至26日，山东省委书记林武率山东省代表团访问马来西亚、 越南。此外，山东多地城市主官以及知名企业主要负责人一同出访，开启深化务实合作的新篇章。 青岛市委书记曾赞荣率青岛市代表团先后到泰国、柬埔寨访问；威海市委书记闫剑波率威海市经贸代表 团赴马来西亚、越南开展经贸促进活动，推介威海市特色优势产业和营商环境；潍坊市委书记刘运率潍 坊市代表团访问马来西亚、越南，对接当地政府部门、商协会、高校、企业等，进一步推进高水平对外 开放，拓展高质量发展空间；临沂市委书记张宝亮率临沂市代表团出访马来西亚、越南，深化友好交 往，开展经贸洽谈，推动全市对外开放和商城出海再上新水平…… 可以说，这是一次目标明确的出访。"十四五"收官在即，承接"十五五"，锚定"走在前、挑大梁"，山东 必须有所表率。 片来源：摄图网 为什么是东南亚？ 早在7月21日，中国国际贸易促进委员会山东省委员会就已广发"邀请函" ，计划组织经贸代表团访问马 来西亚、越南，以积 ...

Group 1 - Haier's strategy in Egypt emphasizes market understanding before establishing manufacturing facilities, with the factory construction starting only after thorough market research [2][3] - The Haier Egypt Eco-Park is set to produce over 1.5 million units of air conditioners, televisions, and washing machines annually, with the first phase expected to commence production in March 2024 [2][3] - The "Golden License" policy from the Egyptian government provides significant advantages for foreign investors, streamlining the investment approval process [2][3] Group 2 - Egypt's demographic advantage includes a median age of 24 years and over 60% of the population under 30, presenting a growing labor and consumer base [4][5] - The low labor costs in Egypt, with skilled workers earning around 1,000 yuan per month, make it an attractive destination for manufacturing [4][5] - The potential for economic growth in Egypt is supported by the increasing demand in Africa, which is projected to have a growing working-age population over the next 50 years [5][6] Group 3 - The North African region is strategically positioned along the Belt and Road Initiative, offering vast market opportunities in agriculture, energy, and mining [9] - The Sino-Egyptian TEDA Suez Economic and Trade Cooperation Zone has seen significant investment activity, with over 150 enterprises established, including several Fortune 500 companies [10][11] - The cooperation zone's infrastructure supports a variety of industries, including new energy and manufacturing, enhancing the investment landscape for Chinese companies [11][12] Group 4 - Companies like BinHua and Sailun are making significant investments in Egypt, with Sailun planning to establish a production base with an annual capacity of 3.6 million tires [14][15] - The Egyptian automotive industry is being developed as a manufacturing hub, with a target production of 400,000 to 500,000 vehicles annually by 2030 [14][15] - The active participation of Chinese automotive companies in Egypt reflects a broader trend of industrial migration towards Africa [14][15]

Investment Rating - The report does not explicitly state an investment rating for the home appliance industry Core Insights - The home appliance industry in China is experiencing structural growth driven by the "old-for-new" policy, with a total of 162 billion yuan allocated in the first half of 2025 to stimulate consumer spending [5][7][10] - The impact of U.S.-China tariff policies has created short-term disruptions in exports, prompting companies to accelerate global capacity layout and enhance supply chain adaptability [5][12] - The overall credit risk in the home appliance industry remains controllable, with revenue growth and stable gross profit levels, although profitability varies across sub-sectors [5][35] Summary by Sections Key Points - The "old-for-new" policy has effectively stimulated consumer demand, with over 66 million consumers purchasing more than 109 million appliances, resulting in sales exceeding 1.4 trillion yuan [8][10] - The black appliance sector shows strong performance from leading brands, while the white appliance sector benefits significantly from national subsidies [5][6] - The kitchen and bathroom appliance market is constrained by ongoing adjustments in the real estate sector, but new subsidies are driving growth in this area [5][25] Major Focus Factors - The home appliance industry is a significant category of durable consumer goods, with a large scale and high degree of globalization [6] - The report analyzes the domestic and international policy environment, market performance of key segments (black appliances, white appliances, kitchen appliances, and cleaning appliances), and financial performance of 47 representative listed companies [6] Financial Analysis - In the first half of 2025, the home appliance industry saw a 9.74% increase in revenue to 770.69 billion yuan, with varying growth rates across sub-sectors [35] - The average operating profit margin decreased by 0.81 percentage points to 25.88%, with significant declines in kitchen appliance profitability [35][36] - The overall capital expenditure decreased by 13.58%, indicating a cautious investment approach in a mature industry [38] Conclusion - The home appliance industry is expected to maintain growth momentum in the domestic market, driven by policy support and product upgrades, despite challenges from international trade tensions and competitive pressures [5][10][20]

一条太平南路，遍地珠宝黄金。20世纪70年代起，太平南路逐渐发展成人们熟知的"珠宝一条街"。 9月26日，第十一届"潮动金陵"太平南路珠宝节启动，商圈内的宝庆银楼、老凤祥、老庙、周大福等商 家的柜台上，均摆出了醒目的折扣海报。 借力秋糖会带来的消费氛围，这条百年商街正焕发新的吸引力。 "金九银十"是传统的婚庆旺季。记者连日走访了解到，随着第113届全国糖酒会临近，全市多地紧 扣"秋糖"主题推出婚庆促消费活动，婚嫁珠宝、礼服、婚宴预订等领域人气攀升，相关商品市场呈现"红 字当头"景象，"甜蜜经济"持续升温。 "一站式"婚博会，打造"甜蜜消费"新体验 商场外大屏实时滚动着"爱的誓言"告白计划征集的"高甜情话"；一对对准新人流连于周大福、老凤 祥等珠宝柜台；不远处的荣萍、陶玉梅店内，新中式旗袍成为热门选择；不时有为新家置办冰箱、空 调、电视等家电的年轻人，走进海尔等品牌家电门店……在位于玄武区的南京商厦，8月底开启的第三 届秋季婚博会气氛正浓。 "'90后''95后'已成为消费主力，他们追求的不再是'有'，而是'优'和'特'。在产品选择上，更注重品 质、品牌、设计感和个性化表达。比如定制化的珠宝首饰、独具设计感的婚 ...

Company Overview - Founded in Taiwan, the company has a global presence with 12 manufacturing bases across Asia, Europe, and America, and over 3,500 marketing service outlets worldwide [1] - As a manufacturer of LCD displays and televisions, the company provides customized solutions for global brand clients and owns brands such as AOC, AGON, and Envision, while also holding exclusive rights to operate Philips' display and audio-visual product business [1] - The company has received numerous prestigious design awards, including the German Red Dot Award, iF Design Award, and CES Innovation Award, with an annual production capacity of nearly 50 million units in 2024, maintaining over 28% market share in global monitor sales for 21 consecutive years [1] ESG Governance Structure - The company has established a three-tier governance structure consisting of the Board of Directors, Risk Management and ESG Committee, and ESG Project Team, centered around its "2030 Sustainable Development Roadmap" [2] - It has set 48 qualitative and quantitative targets to convert stakeholder expectations into self-management requirements, promoting regular tracking of ESG performance through a clear governance mechanism [2] - Executive compensation, including that of the CEO, is linked to human rights incidents and carbon emissions within its operations and supply chain, driving the implementation of ESG goals from the top down [2] ESG Reporting and Compliance - The company has developed a regular ESG information disclosure management mechanism, incorporating the latest global ESG regulations and requirements, and has published environmental, social, and governance reports for nine consecutive years [4] - In 2024, the company will fully comply with EU CSRD and Shenzhen Stock Exchange guidelines, referencing over 10 regulations and standards, with 236 performance indicators and three third-party verifications [4] - The 2024 ESG report explores the practical application of the dual materiality assessment method in information disclosure, enhancing various analytical processes [4] Digitalization in ESG Management - The company is enhancing its ESG goal management and information disclosure through digital technology, updating its digital platform annually based on regulations, company needs, and user feedback [5] - Since 2022, it has developed and operated an ESG data management platform for online management and traceability of ESG data, improving management efficiency and decision-making support [5] - In 2024, the company will launch an innovative ESG information disclosure platform to improve data quality and reporting efficiency, covering over eight ESG disclosure regulations and more than 400 disclosure indicators [5]

潮新闻客户端 记者 王景平 国庆、中秋双节临近，家电家装需求集中释放，实体消费升温。9月26日，以"不等双11"为主题的2025苏宁易购双11嘉年华暨家电"超级补"发布会在南京举 行。 苏宁易购宣布，今年双11大促将全面提前至国庆档，自9月30日起开启"家电普惠日"，率先打响双11活动"第一枪"，让消费者"早享优惠、无需等待"。同时 升级家电"超级补"计划，联合百大行业品牌全面让利，树立家电行业低价坐标，打造双11家电消费主阵地。 战略抢跑，国庆成双11消费"新阵地" 发布会现场，苏宁易购正式宣布启动"双11嘉年华"活动，携手品牌工厂共同启动家电"超级补"计划，基于刚需、升级、家装三类场景需求，打造"刚需必 选"、"新智严选"、"家装优选"三类产品矩阵，加码10%-15%-20%梯度补贴，确保补贴后价格具备长期竞争力，满足多层级消费需求。 针对消费者对于品质生活的基础需求，苏宁易购联合百大主流品牌聚焦打造性能可靠、节能省电的实用型家电，打造"好品不贵"的放心体验。同时，苏宁易 购加大对于融入前沿科技、解决行业痛点的新智家电普及和推广力度，助力趋势类家电加速走进千家万户。面向家装场景需求，苏宁易购重点布局中央空 ...