Group 1 - High temperatures in regions such as Beijing, Tianjin, and Hebei have led to a surge in air conditioning sales, with Su Ning reporting year-on-year sales growth of 68%, 83%, and 65% respectively since June 20 [2] - The "618" promotion period saw significant increases in air conditioning orders, with AI energy-saving and fresh air air conditioners experiencing over 500% growth, and central air conditioning sales up over 220% [3] - Domestic air conditioning retail sales in May grew by 30.4% online and 27.1% offline, driven by the "618" promotion and the old-for-new policy [3] Group 2 - The second quarter is expected to see domestic air conditioning sales reach 39.94 million units, a year-on-year increase of 15.8% [3] - The old-for-new subsidy program has 138 billion yuan available for the second half of the year, with funds to be distributed in July and October [4] - Analysts predict that the stimulating effects of the subsidy program will gradually weaken over the next two years, with a projected 30% increase in the recycling of old household appliances by 2027 compared to 2023 [4] Group 3 - The market may experience a slowdown in July due to demand front-loading and the potential pause or limitation of subsidy funds, leading to a temporary decrease in market demand [3][4] - Air conditioning companies are advised to manage inventory risks and explore opportunities in rural markets in response to market fluctuations [4]

Group 1 - The core viewpoint highlights the significant impact of policy incentives on consumer spending, with a total sales volume exceeding 1.1 trillion yuan in the used-for-new consumption market by the end of May, and Shenzhen alone contributing over 30 billion yuan in home appliances and automotive consumption [1] - The "618 shopping festival" initiated by JD.com saw remarkable sales growth, with over 500 home appliance brands achieving a year-on-year increase of more than 10 times in the first hour, and leading domestic brands experiencing growth rates exceeding 500% [1] - The current policy effectively addresses the "consumer upgrade" dilemma in China, where over 6 billion units of consumer goods exist, by alleviating residents' cost concerns and boosting enterprise confidence through sales [1] Group 2 - Despite the evident effectiveness of policy stimulation, there are concerns that concentrated consumption of durable goods may limit future growth, particularly in sectors like fuel vehicles and home decoration materials [2] - The data from JD.com's "618" indicates a significant shift towards green consumption, with traditional categories like tire maintenance and automotive products growing over 30 times, while sales of electric vehicle charging equipment surged tenfold [2] - The sustainability of consumer enthusiasm post-policy incentives relies on the transition from "policy infusion" to "product innovation," emphasizing the need for companies to leverage the subsidy window to create lasting appeal through technological advancements [2]

齐鲁晚报·齐鲁壹点 许昱洲 可以看出，从格力电器门店到董明珠健康家，品牌的转变并非简单的名称更替，而是格力基于市场需求和自身发展做出的战略 升级。爆改后的格力美学空间，涵盖从客厅、卧室，到厨房、卫生间的全场景家庭生活，全方位引领行业朝着更加注重消费者 体验和健康生活理念的方向发展。格力曾表示，"董明珠健康家"的推出，是格力重构零售价值链的重要一步，随着多元化战略 的推进，格力产品已覆盖家用空调、暖通空调、冰箱、洗衣机、热水器、厨房电器、环境电器、智能楼宇、智能家居等多个领 域。同时突破了传统专卖店模式，打造了沉浸式体验空间，通过智能交互和场景化体验，构建起新的健康家居生态。 选择在山东开出董明珠健康家的"卖场首店"，格力看中的正是其巨大的市场潜力。作为经济与人口大省，山东家电消费市场活 力强劲，升级趋势明显，尤其在健康、智能家电领域需求旺盛。同时，山东省近年持续加力扩围"两新"政策，更为家电行业的 发展提供了肥沃土壤。 "好空调 格力造"曾是山东消费者对格力的深刻印象。近日，格力的一项新举动正有力打破"格力=空调"这一固有认知——董明珠 健康家亮相山东寿光，正为当地市民消费者传递着超越空调范畴的健康智慧生活方 ...

"618"促销活动已经拉开帷幕。从各个平台官宣的信息来看，今年的"618"大促展现出两大新特点：一是 多个平台取消满减、叠券等复杂玩法，采取"立减"的形式促进成交；二是叠加国补后，部分商品低至5 折，大促更显火热。不少消费者表示"用完国补再享优惠，真的太划算了"。 当国补遇上"618"，有哪些新买法？如何进一步释放消费潜力？ 新买法： 大促更简单、更实惠 "苹果16Pro首次参加国补"日前登上微博热搜，多个电商平台宣布该款手机的128GB版本到手价低至 5499元，引发热议。 这个价格是怎么得到的？记者了解到，原价7999元的iPhone16Pro，店铺立减1700元加天猫惊喜券300元 后，再叠加国补500元，到手价仅5499元。 这样的折扣并不是最低。今年"618"期间，叠加国补后一部分商品价格低至5折。 目前，有超20万款品牌商品支持天猫"618"优惠与国补叠加，其中超1万款为今年首发的新品，覆盖美 的、海尔、苹果、华为、戴森、西门子等全球优质品牌。美的一款节能空调，打3.5折，到手价1583 元；一款75英寸Mini LED海信电视，打3.8折，补贴后到手价3759元；大宇一款10公斤滚筒洗衣机，国 ...

21世纪经济报道记者胡慧茵广州报道 作为全球最具发展活力的两大经济体，中国与东盟互为最大贸易伙伴与重要投资伙伴，经贸纽带日益紧密。5月20日，双方共同 宣布全面完成中国—东盟自贸区3.0版谈判，标志着中国与东盟经贸合作跃升新高度。置身这一合作前沿的中国经济第一大省 ——广东，正凸显其作为中国—东盟供应链重要支点的核心作用。 持续攀升的经贸合作数据，生动诠释着广东和东盟日益紧密的联动关系。广东省贸促会（广东国际商会）和中国贸促会研究院 近日共同编制的《中国（广东）—东盟供应链合作报告2025》（下文简称"报告"）显示，今年1—4月，广东对东盟贸易总额为 4885.7亿元，较去年同期增长7.5%。其中，出口为2838.2亿元，同比增长5.2%；进口2047.5 亿元，同比增长10.9%。广东对东盟 贸易增速较整体进出口、出口和进口分别快2.6个百分点、3.1个百分点和0.8个百分点。 尽管美国关税政策给全球贸易带来不确定性，广东和东盟经贸仍具有韧性，这得益于双方在产业链供应链领域的深度合作。 《报告》指出，面对全球供应链重构历史性机遇，广东—东盟供应链合作呈现出区域化布局加快、数智化融合发展、绿色化转 型提速三大 ...

Group 1 - Gree Electric's Chairman Dong Mingzhu will host a live streaming event on JD.com, marking her fifth appearance in this format, featuring an innovative treasure hunt theme to engage users with smart home appliances [1] - The live stream will include popular host Du Haitao as a surprise guest, enhancing the interactive atmosphere and offering substantial rewards such as cash prizes and exclusive gifts [1] - JD.com and Gree have been collaborating closely in the home appliance sector, continuously exploring innovative live streaming formats to provide consumers with direct health living solutions [1][2] Group 2 - The live stream is expected to promote national subsidy policies, platform service capabilities, and JD.com's 11.11 marketing activities, emphasizing the consumer philosophy of "buying expensive is fine, but don't overpay" [2] - Previous live streams have achieved significant engagement, with one event attracting 3.7 million viewers and generating over 1.1 billion yuan in effective order amounts, showcasing the successful sales conversion driven by the platform [2] - JD.com has effectively utilized its marketing capabilities to boost Gree's product visibility, leading to increased sales of popular items like air conditioners and kitchen appliances, while also achieving brand exposure and sales conversion [2][3] Group 3 - JD.com live streaming not only enhances sales and brand exposure but also provides a platform for entrepreneurs to promote their personal brands and engage with consumers [3] - The collaboration between JD.com and Gree aims to create immersive shopping experiences through innovative live streaming formats, driving the development of the smart home appliance industry [3] - Future cooperation between JD.com and Gree is anticipated to further advance the smart home appliance sector, with a focus on deepening their partnership [3]

证券代码：300249 证券简称：依米康 公告编号：2025-042 和填补措施及相关承诺的公告 依米康科技集团股份有限公司 关于向特定对象发行 A 股股票摊薄即期回报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 重要事项提示：本公告中公司对财务指标的假设分析不构成公司的盈利预测， 为应对即期回报被摊薄风险而制定的填补回报具体措施不等于对公司未来利润 做出保证，投资者不应据此进行投资决策，投资者据此进行投资决策造成损失的， 公司不承担赔偿责任。敬请广大投资者注意投资风险。 根据《国务院办公厅关于进一步加强资本市场中小投资者合法权益保护工作 的意见》 （国办发2013110 号）、 《国务院关于进一步促进资本市场健康发展的若 干意见》（国发201417 号）和《关于首发及再融资、重大资产重组摊薄即期回 报有关事项的指导意见》（证监会公告201531 号）等有关规定，为保障中小投 资者利益，公司就本次向特定对象发行 A 股股票事项（以下简称"本次发行"） 对即期回报摊薄的影响进行了分析，并制定了具体的填补回报措施，相关主体也 对公司填补回报措施能够得到切实履行 ...

2025年5月28日，中共中央政治局委员、外交部长王毅在厦门同基里巴斯总统兼外长马茂共同主持第三 次中国—太平洋岛国外长会。会后，王毅同马茂共同会见记者并答问。有记者问及中方应对气候变化的 具体举措，王毅表示，面对全球气候变化，人类社会必须团结应对。个别大国退出《巴黎协定》，我们 对此深表遗憾。无论形势如何变化，中方支持和参与引领全球气候治理的决心不会变，积极落实气候变 化南南合作的行动不会变。王毅指出，中国对岛国在应对气候变化方面的特殊处境感同身受,多年来在 南南合作框架内，为帮助岛国提升应对气候变化能力做了大量实事。中方向太平洋岛国援助了大量节能 空调以及太阳能光伏发电系统，培训岛国应对气变人才，为岛国增强气候韧性提供了有效支撑。王毅 说，中方将发表深化同太平洋岛国应对气候变化合作倡议，承诺投入新的资金，扩大同岛国在可持续发 展领域合作。中方将在未来3年面向太平洋岛国实施100个应对气候变化"小而美"项目。中方支持岛国保 护海洋生态，应对海平面上升、海岸侵蚀、海洋灾害，愿分享早期预警技术，助力岛国防灾减灾。中方 将继续发挥中国—太平洋岛国应对气候变化中心、防灾减灾中心、应急物资储备库等合作机制作用，为 岛 ...

今年以来，各地各部门深入推进消费品以旧换新加力扩围，取得明显成效。商务部近日公布的数据显 示，自消费品以旧换新政策实施以来，已有超过1.2亿人次享受到了补贴优惠，带动销售额超过7200亿 元。优化流程、扩大范围、完善配套，消费品以旧换新换出了消费新场景、发展新动能、绿色可循环， 在稳增长、促转型、惠民生等方面释放"乘数效应"。 一季度拉动社零总额增速1.6个百分点 "用完国补再享优惠，真的太划算了。"近日，在浙江宁波鄞州区的一家手机专卖店，刚刚订购了一部新 手机的消费者王先生享受了500元国补，又使用邮储银行信用卡优惠了200多元。 今年以来，消费品以旧换新政策加力扩围，首次实施手机等数码产品购新补贴。不以"交旧"为前提，个 人消费者购买单件销售价格不超过6000元的手机、平板、智能手表（手环）等3类数码产品，按照产品 销售价格的15%给予补贴，每位消费者每类产品可补贴1件，每件补贴不超过500元。 政策得到消费者的积极参与。商务部数据显示，2025年初至5月5日零时，消费者购买手机等数码产品 4167万件。"五一"假期，商务部重点监测通讯器材销售额同比增长10.5%。 在家电和汽车等领域，扩围也有所体现。比 ...

Group 1: Economic Growth and Consumer Trends - Consumption is the main engine driving economic growth in China, with the country being the second-largest consumer market globally and the largest online retail market for over a decade [1] - A series of policies aimed at expanding domestic demand and boosting consumption have been implemented, leading to increased market vitality and the release of consumption potential [1][2] - The "old-for-new" subsidy policy has significantly boosted sales of digital products, with over 37 million new digital products purchased by consumers as of April 27 [1][2] Group 2: Sales Performance During Holidays - The "May Day" holiday saw a surge in sales, with warehouses experiencing peak shipping volumes, indicating a robust consumer market [1] - In Anhui province, the sales of digital products under the national subsidy program increased by nearly 40% in the past week [2][4] Group 3: Product Upgrades and Manufacturer Response - Manufacturers are ramping up production to meet the demand during the holiday sales period, with companies like Lenovo working around the clock to fulfill orders [5] - The "old-for-new" policy has led to a noticeable trend of consumption upgrading, as consumers opt for better-performing and more advanced digital products [5][7] Group 4: Technological Advancements in Manufacturing - Manufacturers are investing in R&D to introduce higher-performance products, with extensive testing being conducted on new models [7] - Automation and AI technologies are being integrated into production processes to enhance efficiency and output, with some factories increasing their production capacity by over 20% [13][15] Group 5: Market Data and Consumer Behavior - The "old-for-new" policy has driven consumer spending to exceed 720 billion yuan, averaging about 2.5 billion yuan in transactions per hour [19] - In the automotive sector, retail sales of passenger vehicles reached 5.127 million units in Q1, with a 36.4% year-on-year increase in new energy vehicle sales [19] - The trend of consumers shifting from "usable" to "better" products is evident, with high-end appliances becoming mainstream [19][21] Group 6: Regional Consumption Patterns - Major cities like Beijing, Shanghai, Guangzhou, and Shenzhen show strong purchasing power, while smaller cities and rural areas are also beginning to benefit from the "old-for-new" policy [21] - Regions such as Heilongjiang, Xinjiang, and Tibet have seen significant growth in transaction volumes for smart appliances, with some products experiencing over tenfold increases in order values [21]