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海爾電器
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市值:
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高:
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36.650
收:
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小米、華為、海爾、居然智家爭相入局的萬億風口,有多香?
蓝鲸财经
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佛山小家電下南洋,跟着美的海爾去淘金
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金吾财讯
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01-07
海爾系健康板塊整合生變:海爾生物終止吸收合併血液巨頭上海萊士
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01-07
“新中企業擁有廣闊合作機遇”
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2000億家電巨頭,失速了
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11:17","pubTimestamp":1736479074,"startTime":"0","endTime":"0","summary":"近年来,随着AI技术发展,智能家居正在经历新一轮变革浪潮,未来五年将处于快速发展阶段,市场规模也逐步趋近万亿,成为大家居行业寻求增长的全新赛道。智能家居将成新的万亿风口。智能家居这一准“万亿风口”,吸引了互联网、地产、装修、家居等阵营全线参与,海尔、小米、华为、居然智家等多行业的巨头争相入局。智能家居的风正当时,涌入风口的头部品牌也正在摩拳擦掌。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/248939","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["01810","IE0034224299.USD","LU0823397285.USD","LU0823413660.USD","LU0871576103.HKD","LU0588546209.SGD","LU1880383366.USD","LU0634319403.HKD","LU0348735423.USD","LU0348827113.USD","LU1481107354.HKD","LU0531971595.HKD","LU1880383440.USD","LU0499858602.USD","BK1523","LU1282648689.USD","81810","BK1521","LU0417516902.SGD","BK1506","LU0823426308.USD","LU1105468828.SGD","LU0499858438.USD","LU2097828631.EUR","LU0149721374.USD","BK1502","LU2097828805.USD","LU0359202008.SGD","LU0359201612.USD","LU1956131251.USD","LU0039217434.USD","LU0823426480.USD","LU0307460666.USD","01169","LU1770036033.HKD","BK1607","BK1589","LU0314109678.HKD","LU0823413587.USD","BK1193","LU2097828557.USD","LU0320764599.SGD","LU0823397103.USD","LU1981816686.USD","LU1023057109.AUD","LU2778985437.USD","LU0708995583.HKD","LU2097828474.EUR","LU2097828714.EUR"],"gpt_icon":1},{"id":"2502770053","title":"佛山小家電下南洋,跟着美的海爾去淘金","url":"https://stock-news.laohu8.com/highlight/detail?id=2502770053","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502770053?lang=zh_tw&edition=fundamental","pubTime":"2025-01-09 10:34","pubTimestamp":1736390055,"startTime":"0","endTime":"0","summary":"中产家庭的厨房,不能没有一台Morphy 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16:23","pubTimestamp":1736238228,"startTime":"0","endTime":"0","summary":"未能形成相关各方认可的具体方案。","market":"hk","thumbnail":"https://wpimg-wscn.awtmt.com/2b4476ec-4bd5-490f-afb5-1f186df9e785.png","type":0,"news_type":0,"thumbnails":["https://wpimg-wscn.awtmt.com/2b4476ec-4bd5-490f-afb5-1f186df9e785.png"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3738553","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3738553","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"wallstreetcn_hot_news","symbols":["01169"],"gpt_icon":0},{"id":"2501226268","title":"【券商聚焦】摩根士丹利重申藥明生物(02269)“增持”評級 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摩根士丹利发发研报指,由于该资产对于药明生物(02269)的投资回报率低于目标,根据药明康德管理层的说法,交易对双方而言似乎是双赢。而公司的其他爱尔兰设施的营运维持不变,稳定阶段的毛利率约为40%。关于现金收益的使用,药明康德将进一步作回购股份,并进行回报更高的投资。由于投资回报率表现良好,目前并无其他资产需要出售。该行表示,尽管出售资产将牺牲药明生物的短期收入,但认为今次交易将对公司的盈利能力、投资回报率和现金使用效率产生正面影响,因此重申药明生物“增持”评级,目标价31.6港元。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1950905","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02269","01169"],"gpt_icon":0},{"id":"2501243259","title":"海爾系健康板塊整合生變:海爾生物終止吸收合併血液巨頭上海萊士","url":"https://stock-news.laohu8.com/highlight/detail?id=2501243259","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2501243259?lang=zh_tw&edition=fundamental","pubTime":"2025-01-07 12:04","pubTimestamp":1736222684,"startTime":"0","endTime":"0","summary":"蓝鲸新闻1月7日讯 停牌10个交易日后,海尔生物吸收合并上海莱士交易终止。1月6日晚间,海尔生物及上海莱士发布公告称,经审慎研究,双方决定终止筹划本次吸收合并事项,两家公司股票也将于1月7日起复牌。截至发稿,海尔生物股价为31.84元/股,较前一交易日下滑9.55%,总市值为101亿元;上海莱士股价为6.83元/股,较前一交易日下滑5.40%,总市值为453亿元。但作为海尔系健康板块下的重要主体公司,双方未来将继续加强合作。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/248620","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["01169"],"gpt_icon":0},{"id":"2501440825","title":"“新中企業擁有廣闊合作機遇”","url":"https://stock-news.laohu8.com/highlight/detail?id=2501440825","media":"媒体滚动","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2501440825?lang=zh_tw&edition=fundamental","pubTime":"2025-01-06 06:48","pubTimestamp":1736117280,"startTime":"0","endTime":"0","summary":"位于奥克兰市区东部的海尔—斐雪派克研发中心面积达5000平方米,拥有370名研发人员。市场产品经理马克·特纳告诉记者,斐雪派克是新西兰重要家电企业,“在海尔—斐雪派克工作,我充满信心。新中企业拥有广阔合作机遇。”2016年中国牧工商集团有限公司通过增资扩股方式投资新西兰汉密尔顿市宝多科乳业有限公司。“这是新西兰首个相关项目,未来我们将推广至学校、农场和其他社区中心。”","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-01-06/doc-inecyrue8816161.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["01169"],"gpt_icon":0},{"id":"2501150384","title":"2000億家電巨頭,失速了","url":"https://stock-news.laohu8.com/highlight/detail?id=2501150384","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2501150384?lang=zh_tw&edition=fundamental","pubTime":"2025-01-05 19:20","pubTimestamp":1736076019,"startTime":"0","endTime":"0","summary":"自从2024年10月8日刷新历史新高后,千亿家电巨头海尔智家股价开始持续步入回调,期间累计跌幅超过20%,对比同期美的、格力两巨头的股价明显走弱。截止2024年三季度末,海尔销售净利率为7.6%,美的集团为10%,格力电器为14.5%。2023年,海尔智家ROE为16.85%,显著低于格力电器的27.2%、美的集团的22%,其长期如此。上半年整体低迷,到下半年“以旧换新”补贴政策下强劲上涨,2024全年家电市场零售规模有望突破9000亿元,再度打破家电2019年创下的历史记录。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025010519213595f9356b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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联合公布,中国农产品交易作为承租人与海尔融资租赁订立售后回租协议及咨询服务协议,涉及大棚及若干设备的洛阳市若干建筑项目,售价5,100万人民币,租期36个月,租赁总额5,390万人民币。(de/d)(港股报价延迟最少十五分钟。)AASTOCKS新闻","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190619165651967_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190619165651967_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1407535/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1229","00149","01169","BK1258"],"gpt_icon":0},{"id":"2500946349","title":"中國農產品交易(00149)及WANG ON 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GROUP(01222)发布公告,于2025年1月2日(交易时段后),洛阳宏进(中国农产品的全资附属公司)与海尔就租赁资产的售后回租订立售后回租协议及咨询服务协议,售价为人民币5100万元。租赁资产包括洛阳宏进所拥有涉及大棚及若干设备的洛阳市若干建筑项目。透过订立售后回租安排,宏安集团及中国农产品集团双方将能够更有效地管理彼等的营运资金,原因是售价将由海尔支付,而现金流可透过后续租赁安排更有效地管理。宏安集团及中国农产品集团的营运将不会因出售租赁资产而受到不利影响,因为该等资产将即时租回给洛阳宏进。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1232624.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1229","LU1861220033.SGD","01222","LU1861214812.USD","IE00BD6J9T35.USD","LU1861219969.SGD","BK4588","BK4585","LU2360107325.USD","00149","LU0724618433.USD","BK4141","LU1978683503.SGD","LU2298322129.HKD","IE00BZ199S13.USD","LU1548497426.USD","LU0124384867.USD","BK1258","LU1854103824.USD","01169","BK1216","LU0348723411.USD","BK4512","ON","LU1720051017.SGD","LU1720051108.HKD","LU1854104046.USD","LU1861215975.USD","LU2357305700.SGD"],"gpt_icon":0},{"id":"2500946390","title":"中國農產品交易與海爾訂立售後回租協議及諮詢服務協議","url":"https://stock-news.laohu8.com/highlight/detail?id=2500946390","media":"格隆汇资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2500946390?lang=zh_tw&edition=fundamental","pubTime":"2025-01-02 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