港股戰報|海爾智家創新領先全球家電市場

廣東省商務廳澄清:以舊換新政策不會提前結束

內地「618大促」即將來臨,近日有報道指江蘇、重慶、廣東惠州、佛山等地暫停「國補」政策,並傳出以舊換新政策或將提前結束的消息,引發不少消費者關注。對此,廣東省商務廳相關負責人向《證券時報》澄清,強調廣東省的以舊換新政策不會提前終止。針對部分地區暫停發放換新券的情況,則是因系統升級及階段性盤點所致,並非政策終止。

研報掘金丨中金:海爾智家產品創新持續領先,優化全球戰略佈局

6月9日,中金公司發布研報指出,海爾智家(600690.SH)歷經超過40年發展,已成為全球家電行業佈局完善、規模領先的龍頭企業,是全球家電市場的標杆。公司旗下高端品牌如卡薩帝和三翼鳥在品牌認知、渠道建設及產品創新方面持續領先,成功打造高端品牌、生態品牌及場景品牌的全面領跑格局。研報還強調海爾智家戰略聚焦、管理創新及組織變革為其持續領先提供了強大動力,並不斷優化全球戰略佈局,提升國際競爭力。

海爾智家(600690.SH):已累計回購1243.6萬股

6月3日,海爾智家公佈最新回購進展。2025年5月,公司通過集中競價交易方式累計回購A股6,364,200股,佔總股本比例約0.068%。回購價格區間為每股25.07元至26.30元,總支付金額約為1.635億元人民幣。自2025年4月7日回購計劃實施以來,累計回購股數達到12,436,000股。公司此舉反映出對自身價值的信心,並有助於提升股東回報。

金山科技(00040.HK)旗下KEF與海爾智家(06690.HK)合作研發電視沉浸式音響系統

金山科技旗下高端音響品牌KEF與海爾智家宣布合作,共同研發針對電視的沉浸式音響系統。此合作結合KEF在音響技術上的深厚積累與海爾智家在智能家電領域的強大研發能力,旨在為消費者帶來更加震撼和沉浸的視聽體驗,推動家居娛樂系統的升級。

海爾智家:北美關稅整個市場形勢比較複雜 但公司處有利地位

海爾智家表示,北美市場目前面臨關稅政策帶來的較複雜形勢,但公司憑藉其全球化佈局和靈活的供應鏈管理,仍處於有利位置。公司強調將繼續調整策略,應對市場變化,保持在北美市場的競爭優勢。

評論與分析

從以上多條新聞可見,海爾智家正穩步推進其全球化和高端化戰略。中金的研報突顯出海爾智家在產品創新和品牌建設上的領先地位,尤其是卡薩帝這一高端品牌的成功打造,顯示出中國家電品牌正逐漸擺脫中低端印象,向國際高端市場邁進。這對香港消費者而言,意味著未來能享受到更多質量和技術兼備的家電產品。

另一方面,海爾智家的股份回購行為反映管理層對公司未來發展的信心,亦有助穩定股價,提升投資者信心。與此同時,與KEF的合作則展示出海爾智家在智能家居生態鏈拓展上的積極態度,透過跨界合作提升產品的競爭力和附加值。

在國際市場方面,北美關稅政策的挑戰並未動搖海爾的市場地位,反映其全球供應鏈的韌性和靈活調整能力。這種多元化佈局策略,對於抵禦外部風險至關重要,也顯示出中國家電企業在全球競爭中越來越成熟。

總體而言,海爾智家正以創新驅動和全球視野,鞏固其行業領先地位。未來,隨著技術和品牌的持續升級,以及國際市場的深耕,海爾智家有望引領中國家電品牌走向更廣闊的國際舞台,這對香港市場和消費者都將帶來積極影響。

以上文章由特價GPT API KEY所翻譯及撰寫。

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{
  "image_generation_request": {
    "prompt": "Ultra-realistic portrait of a man walking toward the camera on an airport runway at night He wears a white long-sleeve shirt with sleeves rolled up and dress pants, shoes. The camera is very close, capturing his face sharply - textures of skin, smoke from his lips, and subtle reflections of firelight in his eyes. Behind him, slightly out of focus, a commercial airplane is burning intensely, with huge flames, roaring firestorms, and thick black smoke rising high. The fiery glow casts dramatic orange highlights on his shirt and face, creating deep shadows and a gritty, cinematic mood. Wet runway reflects the blaze, enhancing the dramatic atmosphere.",
    "dimensions": {
      "width": 1200,
      "height": 1200
    },
    "style_descriptors": [
      "Cinematic",
      "Photorealistic",
      "Gritty",
      "Dramatic Lighting",
      "Macro Photography",
      "8k resolution"
    ],
    "subject_details": {
      "action": "Walking toward camera, smoking",
      "clothing": "White long-sleeve shirt (rolled sleeves), dress pants, shoes",
      "facial_features": "Sharp focus, skin texture, firelight reflection in eyes"
    },
    "environment_details": {
      "location": "Airport runway at night",
      "background": "Commercial airplane burning, intense fire, thick black smoke, out of focus",
      "ground": "Wet runway, reflecting fire"
    }
  }
} Create a photorealistic movie-poster image for Zootopia 2. The scene shows a young Asian man and an oversized black shirt standing inside a crowded, dimly lit cinema. He’s flanked by Judy Hopps in full police uniform and Nick Wilde, both rendered in their official Disney CGI style. Capture the shot from a low angle so the characters feel larger than life. The cinema screen behind them is glowing with an intense action scene from the film. Let the light from the screen spill across their faces and clothing to create dramatic high contrast. The environment should feel alive with background silhouettes, soft haze, and the warm ambience of a packed theatre. Style the composition like an official Disney promotional poster: epic layout, sharp detail, high resolution, balanced framing, and clean edges. The man and the cinema should be fully photorealistic, while Judy and Nick retain their signature animated look.
At the bottom, include:
• The Disney logo
• The title ZOOTOPIA 2 in bold green and white
• The release line ONLY IN THEATERS NOVEMBER 26 Poster tone: cinematic, polished, high-end theatrical marketing. Generate an ultra-realistic, highly ultra-detailed, 8k resolution with 1080x1080 pixel portrait of me using the uploaded image for reference (preserved the likeness and the original face for reference) of a striking, high-resolution portrait of a young woman with long, flowing wavy brunette hair, seated gracefully on a simple black wooden chair in a dimly lit studio. She wears an oversized, off-white knitted sweater that drapes loosely over her frame, slipping off one shoulder to reveal smooth skin and add a subtle touch of sensuality. Her pose is elegant and contemplative: one arm rests gently on the chair’s backrest while her hand delicately supports her chin, and her gaze is directed thoughtfully toward the side, creating an intimate and introspective mood. The lighting is expertly crafted with a single soft, directional light source positioned to the side, casting gentle shadows that sculpt her form and highlight the texture of the knitwear and the natural contours of her legs and arms. This chiaroscuro effect enhances the depth and dimensionality of the image, emphasizing the softness of her skin and the intricate weave of the sweater. The background is a smooth, muted dark gray, providing a minimalist and distraction-free backdrop that contrasts beautifully with her light-colored apparel and warm skin tones. *** The composition is a full-body vertical frame that captures the model’s seated posture with perfect balance, positioning her slightly off-center to create visual interest and harmony. The overall color palette is subdued and warm, featuring neutral tones that evoke a sense of calm and understated elegance. The image is impeccably sharp, showcasing fine details such as the delicate waves of her hair, the subtle folds in the fabric, and the natural texture of her skin. The style is classic and timeless, blending modern minimalism with emotive portraiture to convey quiet strength, beauty, and introspection.

➖Additional details:
- Negative Prompt: cartoon, 3d render, cgi,a low poly, painting, drawing, sketch, anime, deformed, bad anatomy, mutated hands, extra limbs, low quality, blurry, artifacts, plastic skin, out of frame, out of focus, wrong spelling, rumble letters, missing letter, blurry letter, blurry face, lowres, pixelated, jpeg artifacts, repeated face and repeated word.