在墨西哥的北美富华山工业园的董事长胡海向记者表示，中国白色家电的上游零部件供应商有跟随出海 的趋势，墨西哥本地产业链配套能力与中国有明显差距，目前无法完全匹配中资企业的需求。 而对于不依赖于美国市场的中小家电厂商而言，出海设厂的意愿更低。 一家顺德咖啡机出口企业表示，"美国客户占比高的公司，面对关税变化，有必要考虑海外设厂，但我 们（美国客户）占比不高。" 慈溪家电馆创始人余雪辉也告诉记者，慈溪家电出口市场中，美国占比约15%-20%。虽然最近美国关税 可能又会变动，慈溪中小型的小家电出口企业对海外建厂仍以观望为主。"它们的普遍看法是如果真的 做不了美国市场，就换个市场来补上。" 宁波去东南亚建厂的家电企业目前估计20家左右，相比宁波地区3000多家家电企业，以海外建厂来应对 关税影响的企业占比还较小。余雪辉说，这些中小企业很多都是老板亲力亲为，远程管理海外工厂对它 们来说也是挑战。 虽然美国过去半年关税税率频繁变化，但中国小家电出口企业也在寻找应对方法。在近日对中小家电企 业的采访中，第一财经记者了解到，一些中小型的小家电出口企业虽然在探索海外设厂的可能性，但经 过多次实地考察和对比，这些企业仍然感到，中国 ...

他透露，近半年，虽然马来西亚等东南亚国家的外来投资增多，但当地的优势并不明显。"人工、租金都在上涨。像马来西亚工人的月薪比半年前增加了 7%-8%，厂房租金也在增加，每平方米已达9美元。在此情况下，马来西亚的制造成本比中国大约高了15%。综合看，中国的小家电制造成本和产业链配套 能力在全球范围仍然是最具竞争力的。" 乐途电器生产的电风扇，相当一部分出口美国，目前全部仍在国内广东省中山市生产。面对关税新的变数，黎明阳本月中旬将去墨西哥考察，但产业链配套 不完善也将是这一区域的新挑战。 在墨西哥的北美富华山工业园的董事长胡海向记者表示，中国白色家电的上游零部件供应商有跟随出海的趋势，墨西哥本地产业链配套能力与中国有明显差 距，目前无法完全匹配中资企业的需求。 虽然美国过去半年关税税率频繁变化，但中国小家电出口企业也在寻找应对方法。在近日对中小家电企业的采访中，第一财经记者了解到，一些中小型的小 家电出口企业虽然在探索海外设厂的可能性，但经过多次实地考察和对比，这些企业仍然感到，中国依旧是全球最具竞争力的小家电生产基地。 10月12日，乐途电器总经理黎明阳告诉记者，半年前曾计划到柬埔寨、马来西亚设厂，现在已暂停东南 ...

行业主要上市公司：(002032)、(002242)、(002959)、(000333)、(603868)、(603486) 厨房小家电产品类型 厨房小家电是围绕厨房烹饪、食物处理、清洁等场景设计的小型电器，产品类型丰富多样，常见的主要 有以下几类： 厨房小家电线上销售额规模 从厨房小家电行业线上零售额情况来看，2016-2024年厨房小家电线上零售额整体呈现增长趋势，2020 年以来厨房小家电线上零售额呈现波动态势，主要是受疫情对经济的影响所致。2024年中国厨房小家电 线上零售额约为478亿元，同比增长1.7%。2025年第一季度，厨房小家电线上零售额约为128亿元。 本文核心内容：中国厨房小家电行业线上销售额;中国厨房小家电行业线下销售额; 从厨房小家电行业线下零售额情况来看，2016-2024年厨房小家电线上零售额整体呈现下降趋势，2020 年以来，由于新冠疫情带来的购物方式的转变，厨房小家电线下零售额持续低迷，2024年中国厨房小家 电线下零售额约为130亿元。2025年第一季度，厨房小家电线下零售额仅24亿元。 渠道销售占比情况 从线上及线下各类型渠道销售情况来看，线上渠道中，专业电商仍然是厨房小 ...

来源：新浪证券-红岸工作室 10月10日，星徽股份跌1.43%，成交额4.47亿元，换手率15.21%，总市值37.86亿元。 异动分析 无线耳机+跨境电商+人民币贬值受益+家用电器+消费电子概念 1、2019年11月18日公司在互动平台称：公司音频产品的主要品牌是TaoTronics，TWS技术现已普遍应 用于公司蓝牙耳机产品，年销售额达数千万美金 2、2024年4月16日互动易：公司跨境电商业务板块在售的产品包含小家电品类，产品有香薰机、咖啡 机、空气炸锅、奶泡机等，主要在海外销售。 3、根据2024年年报，公司海外营收占比为67.99%，受益于人民币贬值。 今日主力净流入-3102.27万，占比0.07%，行业排名17/18，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-1.65亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-3102.27万7120.00万8187.29万9577.22万7703.76万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1.95亿，占总成交额的9.84%。 技术面：筹码平均交易成本为6.93元 该股筹码平 ...

每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 每经AI快讯，比依股份（SH 603215，收盘价：23.15元）10月9日晚间发布公告称，浙江比依电器股份 有限公司（以下简称"公司"）于2025 年10 月9 日收到上海证券交易所（以下简称"上交所"）出具的 《关于浙江比依电器股份有限公司向特定对象发行股票的交易所审核意见》，具体意见如下："浙江比 依电器股份有限公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。本所将在收到 你公司申请文件后提交中国证监会注册。" 2025年1至6月份，比依股份的营业收入构成为：空气炸锅和空气烤箱占比85.12%，其他占比9.43%，油 炸锅占比4.43%，环境电器占比1.03%。 截至发稿，比依股份市值为44亿元。 （记者 曾健辉） ...

Group 1 - The report highlights that Chinese "manufacturing hard consumption" companies are entering a golden development period for globalization, transitioning from "product export" to "brand export" due to technological accumulation, supply chain advantages, and global layout [1][2] - The Chinese government has introduced favorable policies to support the globalization of manufacturing hard consumption enterprises, including guidance on brand internationalization and cross-border trade facilitation [2][3] - In 2024, policy support will focus on cross-border e-commerce and overseas warehouse construction, addressing challenges in overseas storage and distribution for enterprises [3][4] Group 2 - Chinese manufacturing hard consumption enterprises have developed a multi-faceted overseas expansion model characterized by "technological breakthroughs, localized production, and brand upgrades," with significant global factory layouts [3][4] - The innovation capabilities of Chinese companies in the consumer electronics and smart hardware sectors are gaining global recognition, with products like robotic vacuum cleaners and portable chargers consistently ranking as best sellers on cross-border e-commerce platforms [4][5] - The report identifies three major opportunities for the globalization of Chinese manufacturing hard consumption during the 15th Five-Year Plan period: the release of demand in emerging markets, product premiumization driven by technological upgrades, and the improvement of cross-border e-commerce and overseas warehouse systems [5][6] Group 3 - The globalization of Chinese manufacturing hard consumption is evolving from simple "product output" to "standard output" and "service output," with companies participating in the formulation of global industry standards and establishing comprehensive after-sales service networks [5][6] - The report emphasizes that the globalization journey of Chinese manufacturing hard consumption enterprises has entered a new phase, supported by policies, industrial foundations, and innovation vitality, positioning them as key players in the global consumption market [6][7] - The report outlines a comprehensive policy framework to support the internationalization of the domestic consumption industry, facilitating the transition from "product export" to "capacity export" and "brand export" [24][25]

以下文章来源于证券之星 ，作者李若菡 证券之星 . 证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。 01 依赖空调业务，国内线上市场份额下滑 2025年中期报告显示，奥克斯电气(以下简称奥克斯)实现营业总收入200.85亿元，同比增长16.7%，母公司股东应占利润净额达18.73亿元，同比增 长5.1%。 证券之星注意到，长期以来，低价一直是奥克斯的核心优势，但公司这一优势正在被削弱。 2025年以来，空调厂商价格竞争激烈。奥维云网报告显示，行业均价明显下探，中高端需求承压，其中线上市场2200元以下的价格段销售份额提升 至35.2%，而2200-3000元的中端价格段份额则快速收窄。 来源|证券之星 作者|李若菡 近期，奥克斯电气(2580.HK)交出了上市后的首份业绩报告，公司虽然在上半年取得营利双增的成绩，但业绩增长背后尚存隐忧。 证券之星注意到，今年以来，空调厂商价格竞争激烈，行业均价明显下探。在这一背景下，公司以低价抢占市场的战略逐渐失效，其国内线上市占率 出现下滑。 尤其在行业整体进入存量竞争阶段，公司产品结构单一的问题日益凸显。 尽管外销业 ...

Group 1 - The core viewpoint of the news is that Biyi Co., Ltd. has seen a stock price increase of 5.29%, reaching 22.68 CNY per share, with a total market capitalization of 4.263 billion CNY as of the report date [1] - Biyi Co., Ltd. is primarily engaged in the design, manufacturing, and sales of household kitchen appliances, with major revenue contributions from air fryers and ovens (85.12%), coffee machines and others (9.43%), deep fryers (4.43%), and environmental appliances (1.03%) [1] - The company was established on March 20, 2001, and went public on February 18, 2022, indicating a relatively recent entry into the public market [1] Group 2 - Among the top circulating shareholders of Biyi Co., Ltd., a fund under Dacheng Fund has entered the top ten, holding 754,100 shares, which is 0.4% of the circulating shares [2] - The Dacheng CSI 360 Internet + Index A fund has achieved a year-to-date return of 33.64% and a one-year return of 77.27%, ranking 1455 out of 4220 and 731 out of 3835 respectively in its category [2] - The fund manager, Xia Gao, has a tenure of over 10 years, with the fund's total asset size at 2.26 billion CNY and a best return of 215.19% during his management period [3]

行 华福证券 投资要点： 始祖鸟/萨洛蒙 8 月天猫平台同比翻倍 行 业 定 期 报 告 7-8 月运动电商平台分化，户外天猫抖音平台保持高增。据久谦 数据，2025 年 7-8 月三大平台运动服饰大盘表现分化，8 月天猫/京东 /抖音分别同比+13%/-11%/+1%，天猫表现较 Q2 显著改善。户外服饰 在天猫、抖音平台延续高增趋势，其中 8 月天猫/京东/抖音分别同比 +50%/-20%/+18%。 行情数据 本周家电板块涨跌幅-0.8%，其中白电/黑电/小家电/厨电板块涨 跌幅分别-0.8%/-0.7%/-2.5%/-3.6%。原材料价格方面，LME 铜、LME 铝环比上周分别-1.46%、-1.04%。 本周纺织服装板块涨跌幅-2.59%，其中纺织制造涨跌幅-1.75%， 服装家纺涨跌幅-2.89%。本周 328 级棉现货 15043 元/吨（-1.57%）， 美棉CotlookA77.7美分/磅（-0.89%），内外棉价差891元/吨（-15.86%）。 投资建议 政策支持下内需有望迎来复苏，建议关注以下方向：1）大家电 预计继续受益以旧换新，建议关注美的集团、海尔智家、格力电器、 海信家电、TC ...

Core Viewpoint - The stock of Guangdong Xinghui Precision Manufacturing Co., Ltd. has seen a significant increase of 7.23% on September 26, with a trading volume of 302 million yuan and a market capitalization of 2.784 billion yuan [1] Group 1: Company Overview - Guangdong Xinghui Precision Manufacturing Co., Ltd. specializes in the research, production, and sales of precision metal connectors and its own brand of smart home appliances, computer and mobile peripherals, power supplies, and furniture-related consumer electronics [3][7] - The company's main products include slides, hinges, pull baskets, sinks, faucets, and smart home appliances [3] - As of June 30, the company had 27,100 shareholders, an increase of 8% from the previous period, with an average of 13,104 circulating shares per person, a decrease of 7.4% [7] Group 2: Financial Performance - In the first half of 2025, the company achieved operating revenue of 726 million yuan, a year-on-year decrease of 9.38%, and a net profit attributable to the parent company of -10.137 million yuan, a year-on-year decrease of 208.43% [7] - The company's smart home appliance sales revenue reached 240 million yuan in the 2022 semi-annual report, accounting for 37.14% of the e-commerce business revenue [3] - The company has cumulatively distributed dividends of 71.1607 million yuan since its A-share listing, with no dividends distributed in the last three years [8] Group 3: Market Position and Trends - The company's cross-border e-commerce business includes small household appliances such as aroma machines, coffee machines, air fryers, and milk frothers, primarily sold overseas [2] - The company's overseas revenue accounted for 67.99%, benefiting from the depreciation of the RMB [3] - The main business revenue composition includes slides (71.62%), smart home appliances (16.77%), power supplies (8.01%), and others (3.60%) [7] Group 4: Technical Analysis - The average trading cost of the stock is 5.70 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak [6] - The current stock price is near a support level of 6.06 yuan, and if this support level is breached, it may trigger a downward trend [6]