近期，美的集团公布2025年前三季度业绩，营业收入约3630.57亿元，同比增长13.82%；归属于上市公司股东的净利润约378.83亿元，同比增长19.51%；基本每股收益4.98元。建银国际认 国泰海通指出，25Q1~Q3，公司To C/To B业务收入分别同比+13%/+18%，其中新能源及工业技术/智能建筑科技/机器人及自动化三大B端产业分别同比+21%/25%/9%，在家电主业需求回落 责任编辑：卢昱君 美的集团（00300）午前股价上涨3.95%，现报89.50港元，成交额2.28亿港元。 ...

Core Viewpoint - Midea Group reported strong financial performance for the first three quarters of 2025, with significant year-on-year growth in both revenue and net profit, indicating robust business momentum and potential for future growth [1][2] Financial Performance - Revenue for the first three quarters of 2025 reached approximately 363.06 billion yuan, representing a year-on-year increase of 13.82% [1] - Net profit attributable to shareholders was around 37.88 billion yuan, showing a year-on-year growth of 19.51% [1] - Basic earnings per share stood at 4.98 yuan [1] Business Segments - The ToB (Business-to-Business) segment saw a revenue increase of 20% year-on-year, accounting for 45% of overseas business revenue [1] - ToC (Business-to-Consumer) revenue grew by 13% year-on-year, while ToB revenue increased by 18% year-on-year [2] - Key B-end industries such as new energy and industrial technology, smart building technology, and robotics and automation experienced year-on-year growth rates of 21%, 25%, and 9% respectively [2] Market Dynamics - The company is focusing on expanding its OBM (Own Brand Manufacturing) business, which has surpassed 45% of overseas revenue [2] - The domestic air conditioning retail price increased by 6% year-on-year, indicating a recovery in pricing after a competitive phase [2] - The company is leveraging its diversified business layout to create multiple growth curves amid a slowdown in the home appliance sector [2]

Core Viewpoint - Midea Group's stock price increased by over 4%, reaching 89.55 HKD with a trading volume of 221 million HKD [1] Group 1 - Midea Group's stock rose by 4.01% as of the report time [1] - The current stock price is 89.55 HKD [1] - The trading volume amounted to 2.21 billion HKD [1]

消息上，京东昨日晚公布双11各项数据。从销售品类数据来看，京东3C数码品类、大家电、小家电线 上销售占行业第一，日用百货同比增速达36%，服饰品类同比增速达30%。 港股家电股齐涨，其中，TCL电子涨4%，美的集团涨3.8%，海信家电涨3.5%，海尔智家涨2.5%，创维 集团涨2%，JS环球生活涨1%。 | 代码 | 名称 | | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 01070 | TCL电子 | (0) | 9.800 | 4.03% | | 00300 | 美的集团 | | 89.400 | 3.83% | | 00921 | 海信家电 | | 25.740 | 3.46% | | 06690 | 海尔智家 | | 26.600 | 2.54% | | 00751 | 创维集团 | | 3.990 | 2.05% | | 01691 | JS环球生活 | | 1.920 | 1.05% | 中信建投家电2026年投资策略展望，2025年家电板块受困于关税加征扰动、以旧换新政策波动以及下半 年高基数预期，整体跑输沪深300。立足长期视角，企业的竞争 ...

消息面上，近期，美的集团公布2025年前三季度业绩，营业收入约3630.57亿元，同比增长13.82%；归 属于上市公司股东的净利润约378.83亿元，同比增长19.51%；基本每股收益4.98元。建银国际认为，鉴 于美的集团在ToB业务的先发优势及海外业务的强大增长潜力，维持对其的正面看法。2025年前三季 OBM收入同比增20%，占海外业务收入的45%，预计2026年该业务收入将增长约15%；业务线方面，在 人工智能支持的能源及机器人解决方案应用扩大，以及对先进制造、数据中心等高增长行业关注度提升 的推动下，ToB业务增速预计将高于ToC业务。 国泰海通指出，25Q1~Q3，公司To C/To B业务收入分别同比+13%/+18%，其中新能源及工业技术/智能 建筑科技/机器人及自动化三大B端产业分别同比+21%/25%/9%，在家电主业需求回落阶段，公司多元 化布局起到支撑作用，打造多重增长曲线，B端产业增长亮眼。25Q3，从C端来看，参考奥维云网数 据，内销空调零售均价同比+6%，Q2 618激烈的价格竞争阶段性结束后，公司致力于恢复结构上行趋 势；海外则持续发力自主品牌出海，OBM业务占比超45%。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 Midea Group Co., Ltd. 美的集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：0300） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而做出。 茲載列美的集團股份有限公司於深圳證券交易所網站(www.szse.cn)刊登的公告如 下，僅供參閱。 承董事會命 美的集團股份有限公司 董事長、執行董事兼總裁 方洪波先生 香港，2025年11月11日 於本公告日期，董事會成員包括(i)執行董事方洪波先生、王建國先生、顧炎民博 士、管金偉先生及張添博士，(ii)非執行董事趙軍先生，及(iii)獨立非執行董事許 定波博士、肖耿博士、劉俏博士及邱鋰力博士。 2025 年中期 A 股利润分配实施公告 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。 重要内容提示： 1、美的集团股份有限公司（以下简称 ...

Core Insights - The article highlights the current AH premium rates of various stocks, with Northeast Electric (00042) leading at 864.29% [1] - The article also identifies the stocks with the lowest AH premium rates, with China Merchants Bank (03968) showing a slight negative premium of -0.54% [1] AH Premium Rate Rankings - The top three stocks with the highest AH premium rates are: - Northeast Electric (00042): 864.29% - Hongye Futures (03678): 261.08% - Sinopec Oilfield Service (01033): 253.16% [1] - The bottom three stocks with the lowest AH premium rates are: - China Merchants Bank (03968): -0.54% - Heng Rui Medicine (01276): 4.02% - Midea Group (00300): 6.04% [1] Deviation Value Rankings - The stocks with the highest deviation values are: - Junsheng Electronics (00699): 85.91% - Silis (09927): 43.66% - Northeast Electric (00042): 30.58% [1] - The stocks with the lowest deviation values are: - China Life (02628): -14.16% - CNOOC Services (02883): -12.32% - Ganfeng Lithium (01772): -11.28% [1]

Core Viewpoint - Midea Group announced a share buyback plan, intending to repurchase 1.3088 million A-shares at a total cost of approximately RMB 99.9991 million, with a buyback price range of RMB 76.12 to 77.13 per share [1] Summary by Category Company Actions - Midea Group will execute a share buyback on November 7, 2025, for a total expenditure of RMB 99.9991 million [1] - The company plans to repurchase 1.3088 million A-shares [1] - The buyback price is set between RMB 76.12 and 77.13 per share [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 呈交日期： 2025年11月7日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 000333 | 說明 | A股 (於深圳證券交易所上市) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | | | 已發行 ...

Group 1 - The company, Midea Group, announced a mid-term dividend of HKD 5.4692 per 10 shares, payable on November 18, 2025, for the six months ending June 30, 2025 [1]