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Teardown Result Sparks Heated DiscussionKUALA LUMPUR, Malaysia, June 05, 2025 (GLOBE NEWSWIRE) -- Recently, influencers from Thailand and Malaysia shared teardown reviews of air conditioners, sparking widespread discussion. Many were surprised to learn that top Japanese brands like Panasonic and Daikin use “GMCC” compressors—manufactured by Midea, the world’s No.1 residential inverter AC company. Malaysian Tech DIYer Berani Buat disassembled Daikin and Panasonic units and found the GMCC label inside. His vi ...

ESSEN, Germany, June 05, 2025 (GLOBE NEWSWIRE) -- Midea has won the prestigious 2025 German Red Dot Product Design Award for its Numen series air conditioners launched in Southeast Asia. The award-winning Numen incorporates Midea's latest AI ECOMASTER and Prime Guard technology. These cutting-edge technologies have also been applied to Midea Celest series, further expanding choices for Southeast Asian consumers, which are now available across Southeast Asia. AI ECOMASTER System Achieves Perfect Energy Effi ...

Global Research China Consumer Appliances Monthly April 2025: White goods sales rebounded; RVC sales remained robust 4M25: Higher retail sales growth and earnings upside post-US tariff drop On 13 May, All View Cloud (AVC) released April retail sales data. Overall, home appliance sales remained steady in 4M25 amid trade-in subsidies. In April, major appliance categories' demand rebounded YoY, partially due to a low base, subsidies and the upcoming AC peak season. Robotic vacuum cleaners (RVCs) continued thei ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha May 6, 2025 02:13 AM GMT Gree Electric Appliances Inc of Zhuhai | Asia Pacific Risk Reward Update What's Changed Updated Components EPS Investment Thesis Bull Base Bear Scenarios Risk Reward for Gree Electric Appliances Inc of Zhuhai (000651.SZ) has been updated Reason for change We slightly cut our 2025-26 revenue by 2-3% given gradual fading trade-in effect amid macro uncertainties, but lift our earnings estimates by 5-6% given better margin trend as shown in 1Q25. We also ...

节日前夕，在江苏盐城各商圈，智能手机、空调、扫地机器人等家电区人头攒动。各大商圈以旧换新热门商品供应充足，部分商家叠加推 出满额直降活动。在一家新能源汽车服务中心，展厅内人来人往。从4月30日起，江苏省盐城陆续发放200万元汽车消费券用于节日消费，其中 对新能源汽车购置给予重点倾斜。上海进一步加力支持汽车置换更新，补贴范围扩大至外牌旧车。不少汽车门店迎来了一轮看车潮。 央视网消息："五一"假期，消费市场热度持续攀升。全国各地丰富市场供给，优化消费服务，消费市场活力足、人气旺。 "五一"假期来临，城乡市场迎来消费高峰。农业农村部最新调度显示，当前，粮油库存数量充足，"菜篮子"产品产能总体充裕，肉蛋奶、 水果、水产品品种丰富，预计"五一"期间，"米袋子""菜篮子"产品市场购销两旺、价格基本稳定。商务部部署各地做好"五一"假期市场监测和 生活必需品保供工作。北京、广东组织重点企业按照平时供应量的2—3倍备货。杭州组织生鲜电商平台增派配送人员，加大重点农批市场、商 超供应量。 随着"五一"假期临近，各地也陆续推出文旅消费新场景。"五一"前夕，广西举办2025年"惠"玩夜广西服务消费季活动，不仅推出一系列优 惠政策，还 ...

建筑业 1月—2月份，在主要用钢行业中，建筑业继续下行、制造业平稳增长。其中，房地产主要指标同比继续 下降，降幅有所收窄；基础设施建设投资、电力投资保持增长；机械行业增加值保持增长，机电产品出 口额增长；汽车产量实现较快增长，其中新能源汽车产量继续大幅增长，汽车出口量增速下降；家电行 业三大白电(洗衣机、空调、冰箱)产量均保持增长，家电出口增幅有所收窄；集装箱产量保持增长。 家电行业 1月—2月份，家电行业三大白电产品产量同比均有所上升。其中，洗衣机产量为1852万台，同比增长 12.7%；空调产量为4128万台，同比增长9.0%；冰箱产量为1512万台，同比增长11.7%。家电产品出口 量同比增长9.4%，增幅较上年同期有所收窄。 1月—2月份，机械工业增加值保持增长，多数产品产量同比增长。机电产品出口额共计2.3万亿元，同 比增长5.4%，占总出口额的60.0%，多数产品出口量同比增长。 汽车行业 1月—2月份，我国生产汽车455.3万辆，同比增长16.2%。其中，乘用车产量为393.6万辆，同比增长 17.2%；商用车产量为61.7万辆，同比增长10.2%。新能源汽车产量保持快速增长，同比增长52.0% ...

央视网消息：记者从国家发展改革委了解到，近日，2025年第二批810亿元超长期特别国债资金已经下达，继续大力支持消费品以旧换新。 下一步，国家发展改革委将充分发挥"两新"部际协调机制作用，强化统筹推进和跟踪调度，督促各地各有关部门加快已拨资金审核兑付，切实 减轻企业垫资压力，确保"真金白银"优惠直达消费者，推动消费品以旧换新政策发挥更大效果。 以旧换新补贴政策助力家电汽车消费增长 "五一"假期临近，记者在河南郑州走访发现，空调、冰箱等家电消费进入旺季，还有不少消费者赶在假期前换购新车、新家电。 在河南郑州一个家电大卖场里，前来选购空调、冰箱等家电的消费者明显增多。随着以旧换新补贴政策加力扩围，消费者在家电方面可以享受 最高20%的补贴，单件最高补贴2000元。同时，商家还在线上推出补贴优惠券，可以与"国补"叠加使用。 记者在郑州多家汽车销售店看到，前来咨询看车的消费者络绎不绝。根据最新规定，河南报废旧车并购买新能源乘用车的补贴2万元，购买燃 油车的补贴1.5万元；置换更新购买新能源车的最高补贴1.5万元，燃油车最高补贴1.3万元。一家汽车门店负责人介绍，在补贴政策的带动下， 他们4月份的销量较同期增长了40% ...

Investment Rating - The report assigns a positive outlook on the Japan Electronics sector, indicating that sector stocks are attractive following an average decline of approximately 10% over the past month [1]. Core Insights - The report anticipates that US tariffs will be revised before causing a recession, with minimal to moderate impact on Japan's industrial and consumer electronics sectors compared to other export industries [1][2]. - Company-specific catalysts such as restructuring and buybacks are highlighted as potential growth drivers [1]. - The focus is on upcoming results from Hitachi and NEC, which are expected to be less affected by tariffs, while long-term growth prospects are emphasized for Mitsubishi Electric, Panasonic, and Fujitsu [1]. Summary by Sections Tariff Impact - The report suggests that tariffs could depress the sector's operating profit (OP) by 21% in gross terms for FY3/26, with varying impacts across companies: Sharp (174%), Yamaha (67%), Hitachi (5%), and Fujitsu (7%) [4][6]. - In a best-case scenario, the average impact on OP across the sector is estimated to be 9% [4]. Company-Specific Analysis - **Sony**: Expected to face the largest impact due to tariffs on PS5 sales, with a significant portion of production in China [8][9]. - **Panasonic**: Anticipated to be heavily affected due to its US sales of white goods and batteries, although some operations may mitigate tariff impacts [10][11]. - **Mitsubishi Electric**: Projected to experience a major impact primarily on air conditioner sales, with 17% of sales coming from North America [12]. - **Hitachi**: Expected to have a minimal impact with a 5% reduction in OP, potentially decreasing to 3% with strategic responses [15]. - **NEC**: Anticipated to be largely unaffected due to its low US sales weighting [16]. - **Casio and Yamaha**: Projected to see significant profit reductions of 47% and 67% respectively, as both companies are in a post-restructuring phase [17][19].