Core Viewpoint - The company has experienced significant growth since its IPO, with a current market value of 1.536 billion yuan, despite fluctuations in revenue and profit over the years [1][3]. Business Overview - The main business of the company includes the research, design, production, and sales of metal storage racks, with core products divided into household (71.22% of revenue) and industrial categories (18.64% of revenue) [3]. - Since its IPO in November 2021, the company has not reported any annual losses, with a cumulative profit growth of 90.01% from 0.10 billion yuan in 2021 to 0.19 billion yuan in 2024 [3]. Financial Performance - Revenue has shown slight growth from 5.02 billion yuan in 2021 to 5.42 billion yuan in 2024, despite fluctuations [3]. - The company's net profit has nearly doubled from 0.10 billion yuan in 2021 to 0.19 billion yuan in 2024, indicating a volatile yet improving profitability trend [3]. Market Capitalization - The company's market value has increased by 0.87 times since its IPO, reaching a peak of 2.492 billion yuan on January 2, 2025, with a stock price of 35.8 yuan [5]. - As of July 4, the market value stands at 1.536 billion yuan, reflecting a decrease of 9.56 billion yuan or 38.36% from its peak [6].

在山东省菏泽市牡丹区安陵革命历史博物馆的展柜中，陈列着一枚镌刻有"农民抗日互助会"字样的印 章。1937年夏，鲁西南地区抗日运动的火种在此点燃——从秘密成立"抗日救国自治会"，到发展为燎原 冀鲁豫边区的革命力量，这枚印章见证了烽火年代的铮铮誓言。 1946年9月，晋冀鲁豫野战军在定陶战役中取得大杨湖战役重大胜利，毛泽东亲致贺电嘉奖全军。刘伯 承、邓小平于当年9月10日在安陵集马姓祠堂召开纵队级干部会议，既总结作战经验，更以刀刃向内的 勇气剖析问题：针对部分官兵因连胜滋长的骄傲情绪、忽视群众纪律的苗头，旗帜鲜明提出"克服骄傲 自满""严明群众纪律"要求，强调"党的领导和政治工作是一切胜利的保证"。 八十八载光阴流转，硝烟早已散去。今日的鲁西南热土，正赓续红色基因，擘画乡村振兴的新画卷。 安陵村绝非寻常村落。1934年，菏泽首个农村党支部在此诞生；抗战时期，它跃升为冀鲁豫边区鲁西南 地委专署驻地，邓小平、刘伯承、杨得志等将领在此运筹帷幄，被誉作"鲁西南的莫斯科"。 这场被称作"不握手会议"的整风式总结，成为我党我军在胜利中保持清醒、在辉煌中坚守初心的典范。 如今，战火硝烟虽已散去，但旧址斑驳的砖墙、复原的会场陈设 ...

Group 1 - The report focuses on the aging population in China, specifically the needs and living conditions of the elderly, aiming to create "intergenerational-friendly" living spaces [1][2][3] - The elderly population aged 65 and above in China has reached 220 million, accounting for over a quarter of the global elderly population, with varying needs across different age groups [2][20] - The rise of the "silver economy" indicates an increase in the consumption capacity of the elderly, with a per capita national income of $10,408 in 2020, and a significant portion of this demographic engaging in travel and leisure activities [2][25] Group 2 - Shanghai has established a "9073" elderly care model, where 90% of elderly individuals live at home, 7% receive community care, and 3% reside in institutions, creating a 15-minute service circle for elderly care [3][29] - The report highlights the need for home modifications to accommodate the elderly, focusing on safety and emotional needs, with common areas for improvement being bathrooms and kitchens [3][34] Group 3 - The report identifies a gap in understanding between elderly individuals and their children regarding home needs, with many elderly concealing their true requirements [4][5] - Future home designs should balance safety, practicality, and emotional connections, with over 80% of respondents aware of "elderly-friendly" modifications, yet only 9% have taken action [5][6] Group 4 - The report emphasizes the importance of intergenerational communication, urging children to recognize unspoken needs of their elderly parents, such as social interaction and dignity [5][6] - The ideal home should accommodate all generations and foster emotional connections, making it a warm haven for different age groups [5][11]

Core Insights - JD.com is actively promoting its home goods section during the 618 shopping festival, offering significant discounts and a variety of products to meet consumer needs for summer home refreshment [1][8] - The campaign features collaborations with well-known brands, providing consumers with high-quality home essentials at competitive prices [1][2] Group 1: Promotions and Discounts - JD.com is offering discounts such as 50% off on home textiles and an additional 15% off on daily necessities through national subsidies [1] - Specific products highlighted include the J.Dear summer quilt priced at 185 yuan after discount, and the dual-sided cooling quilt from 富安娜 at 179 yuan [1][2] - Other promotional items include a 55-liter storage box from 禧天龙 available for 69 yuan and various home decor items at reduced prices [4][5] Group 2: Product Offerings - The summer product lineup includes high-quality cooling quilts, bedding sets, and various home decor items designed to enhance comfort during hot weather [1][2][4] - Featured products also include a multi-functional mobile storage rack from 网易严选, originally priced at 389 yuan, now available for 194 yuan [5] - Cultural and creative products are also highlighted, such as the 千里江山小夜灯, which combines practicality with cultural significance, priced at 136 yuan after discounts [6] Group 3: Consumer Engagement - Consumers are encouraged to explore the home goods section via the JD.com app, emphasizing the ease of finding quality products at attractive prices [8] - The marketing strategy focuses on creating a comfortable and aesthetically pleasing home environment, appealing to consumer desires for a refreshing summer experience [1][4]

行 家用电器 2025 年 06 月 15 日 业 研 究 家用电器 美国对部分钢制家电品类加征 50%关税—— 25W24 周观点 投资要点： 美国对部分钢制家电品类加征 50%关税 行 业 定 期 报 告 6 月 12 日，美国商务部发布通知称，自 6 月 23 日起，将对包含钢 铁零部件的家用电器征收 50%的进口关税，涉及品类包括洗衣机、洗 碗机、冰箱、烤箱、干衣机、冷柜、厨房垃圾处理器以及焊接置物架 等常见家用设备。此次关税政策面向全球国家，除英国被单独加征 25% 附加税外，其他国家则统一适用 50%税率，若使用美国本土熔铸的钢 铁原料，可享受免税待遇，旨在保护本土钢铁产业。 本次加征关税面向全球范围，基本覆盖全球主要家电生产国，短 期对全球产能格局影响有限，但美国家电产品销售价格或进一步提升， 消费或将受到抑制；另一方面，本次关税政策旨在保护美国本土钢铁 产业，有利于拥有美国本土产能的企业，部分企业或将扩大美国本土 生产规模。 行情数据 本周家电板块涨跌幅-1.4%，其中白电/黑电/小家电/厨电板块涨跌 幅分别-0.8%/-3.2%/+0.1%/-2.8%。原材料价格方面，LME 铜、LME 铝 ...

证券代码：834765 证券简称：美之高 公告编号：2025-026 深圳市美之高科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 14 日 活动地点：通过全景网"投资者关系互动平台"（https://ir.p5w.net）采用网络 远程的方式召开 2024 年年度报告业绩说明会。 参会单位及人员：通过网络方式参加公司 2024 年年度报告业绩说明会的投 资者。 上市公司接待人员：公司董事长/总经理黄华侨先生、公司财务总监李永先 生、公司董事会秘书汪岚女士、华创证券保荐代表人程利先生。 三、 投资者关系活动主要内容 本次业绩说明会通过播放年报讲解视频、公司宣传视频及图片展示等形式对 公司发展情况及 2024 年经营业绩情况进行介绍；同时公司在业绩说明会上就投 资者关心的问题进行了回答 ...