Core Viewpoint - China's economy has demonstrated remarkable resilience and exceeded expectations in growth during the first half of the year, prompting several foreign media outlets to revise their forecasts positively [2]. Group 1: Economic Performance and Growth - China's economy is characterized by a strong vitality and resilience, attributed to the effective coordination of supply and demand, as emphasized by President Xi Jinping [2]. - The contribution rate of domestic demand to economic growth reached 68.8% in the first half of the year, with final consumption expenditure contributing 52%, highlighting domestic demand as the main driver of economic growth [6]. Group 2: Supply and Demand Dynamics - The total number of consumer goods in China has surpassed 200 million, with over 8.09 million new consumer goods added in the first four months of the year, reflecting a 40.4% year-on-year increase [3]. - New consumer demands are driving innovations in production methods, leading to the emergence of personalized and flexible manufacturing models [5]. Group 3: Technological Innovation and Industry Transformation - China is transitioning from a manufacturing hub to a global innovation center, supported by technological advancements that create high-quality supply to meet new consumer demands [3][4]. - The integration of technology and traditional industries is fostering new consumption scenarios, such as the rise of the health industry and low-altitude economy [5]. Group 4: Policy Support and Market Expansion - A series of policy measures, including the "Consumption Promotion Action Plan," aim to enhance consumer capacity and improve consumption conditions, driving quality upgrades in consumption [6]. - The establishment of a more efficient national economic cycle is based on a higher level of dynamic balance, promoting a dual empowerment between new supply and new demand [8]. Group 5: Future Outlook - The synergy between high-quality supply and high-quality demand is expected to strengthen the foundation of China's economy, leading to a more resilient and vibrant modern economic landscape [9].

3月27日，海尔智家（600690）发布了营收、利润创历史新高的业绩。财报显示，2024年海尔智家营收 2859.81亿元，同比增4.29%；归母净利润187.41亿元，同比增12.92%。其中，利润连续3年持续2位数增 长，盈利能力持续提升。 持续深化数字化变革，费率再优化0.3pct 盈利能力的持续提升，离不开数字化变革带来的降费提效。海尔智家通过全流程、全要素的数字化变 革，构建了研、产、供、销、服等领域端到端的数字化能力，实现了企业运营效率的提升。 具体来看，在市场端，海尔智家推进营销全链路数字化，提升新媒体矩阵运营、智能内容创作及商机管 理的能力，实现新媒体曝光超14亿人次、商机转化率24.7%；在服务端，海尔智家通过构建客服知识库 体系、交互场景标准化体系等，以及智能交互解决等能力，2024年智能交互占比同比上升25.52%，智 能解决率同比提升10.35%；在供应链平台，海尔智家拉通企划、市场、制造、采购、物流等节点构建 算法驱动的智能化预测模型和智能分析的云脑运营体系，提升订单预测能力，2024年国内定单响应周期 优化13%。 在2025AWE上，可以看到海尔智家通过AI科技、AI场景等，实现 ...