智通财经APP获悉，香港联交所最新资料显示，8月27日，The Goldman Sachs Group, Inc.增持美的集团 (00300)3832.23万股，每股作价为81.5港元，总金额约为31.23亿港元。增持后最新持股数目约为4422.65 万股，最新持股比例为6.8%。 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 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） 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 呈交日期: 2025年9月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00300 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 650,848,500 | RMB | | 1 RMB | | 650,848,500 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 650,848, ...

Core Insights - The article highlights the top and bottom AH premium rates for various stocks as of September 2, with Northeast Electric (00042) leading at a premium rate of 770.97% and CATL (03750) at the bottom with -13.13% [1][2] Summary by Category Top AH Premium Rates - Northeast Electric (00042) has a premium rate of 770.97% with H-share priced at 0.310 HKD and A-share at 2.25 CNY [1] - Andeli Juice (02218) follows with a premium rate of 244.59%, H-share at 16.530 HKD and A-share at 47.55 CNY [1] - Hongye Futures (03678) ranks third with a premium rate of 244.34%, H-share at 4.150 HKD and A-share at 11.93 CNY [1] Bottom AH Premium Rates - CATL (03750) shows a negative premium rate of -13.13%, with H-share at 417.600 HKD and A-share at 302.87 CNY [1] - Heng Rui Medicine (01276) has a premium rate of 2.47%, H-share at 80.500 HKD and A-share at 68.87 CNY [1] - Midea Group (00300) has a premium rate of 5.09%, with H-share at 86.800 HKD and A-share at 76.16 CNY [1] Premium Deviation Values - Jinli Permanent Magnet (06680) has the highest deviation value at 33.67%, with a premium rate of 116.12% [1] - Changfei Optical Fiber (06869) follows with a deviation value of 31.15% and a premium rate of 137.88% [1] - Andeli Juice (02218) also ranks high with a deviation value of 27.61% [1] Bottom Premium Deviation Values - BYD (01211) has the lowest deviation value at -54.46%, with a premium rate of 18.94% [2] - Great Wall Motors (02333) has a deviation value of -23.27% [2] - Longpan Technology (02465) shows a deviation value of -21.31% [2]

消息面上，美的集团近日发布2025年中期业绩，该集团取得收入2523.31亿元，同比增加15.68%；归属 于公司拥有人的利润260.14亿元，同比增加25.04%。单看第二季度，该公司今年二季度实现收入1239亿 元，同比增加11.0%；归母净利润135.9亿元，同比增加15.1%。值得一提的是，公司上市以来首次中期 分红，拟每10股派现金5元（含税）。国信证券表示，二季度公司在面临外销关税扰动、内销价格竞争 加剧的背景下，营收利润延续双位数以上增长，彰显行业龙头的经营韧性。 美的集团(00300)再涨超3%，截至发稿，涨3.34%，报86.7港元，成交额4.84亿港元。 来源：智通财经网 ...

Group 1 - The core viewpoint of the article highlights the upward trend in Hong Kong's home appliance stocks, with Midea Group reaching a new high with a 4% increase, and other companies like TCL Electronics, Skyworth Group, Haier Smart Home, and Hisense Home Appliances also showing gains [1] - The Chinese home appliance industry is entering a new phase focused on high-quality transformation, as evidenced by the mid-year performance of major players like Gree, Haier, and Midea [1] - Midea's net profit for the first half of the year increased by 25.04% year-on-year, while Haier Smart Home's net profit grew by 15.6%, and Gree's net profit saw a modest increase of 1.95% [1] Group 2 - The overseas market is shifting from being a "optional target" to a "must-win battleground," with a focus on deepening local operations rather than just product exports, which is crucial for growth [1] - Analysts suggest that Chinese home appliance companies need to build competitive advantages by focusing on core dimensions to continue breaking into overseas markets [1]

格隆汇9月1日丨美的集团(00300.HK)发布公告，2025年9月1日耗资6000万元人民币回购81.09万股A股。 ...

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 公司名稱： 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） 呈交日期： 2025年9月1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 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 事件 | 已發行股份（不包 ...

Group 1 - The article highlights the top three companies with the highest AH premium rates as Northeast Electric (00042) at 785.25%, Hongye Futures (03678) at 247.54%, and Andeli Juice (02218) at 235.17% [1] - The bottom three companies with the lowest AH premium rates include Ningde Times (03750) at -13.42%, Hengrui Medicine (01276) at 2.98%, and Midea Group (00300) at 5.69% [1] - The article also lists the companies with the highest deviation values, with Jinli Permanent Magnet (06680) at 38.75%, Beijing Machinery (00187) at 24.13%, and Zhejiang Shibao (01057) at 20.83% [1] Group 2 - The top ten AH stocks by premium rate include Fudan Zhangjiang (01349) at 227.99% and Sinopec Oilfield Service (01033) at 217.95% [1] - The bottom ten AH stocks by premium rate include Zijin Mining (02899) at 5.95% and China Merchants Bank (03968) at 8.52% [1] - The article provides a detailed table of the top and bottom AH stocks, including their H-share prices, A-share prices, premium rates, and deviation values [1][2]

Profits continued to grow faster than revenue. GPM declined by 1.0ppt/1.4ppt to 26.2%/26.0% in 2Q25/1H25 with GPM decline for both 2B and 2C business in 1H. The overall GPM decline was partly due to faster growth of 2B with lower GPM. While the company didn't comment in the disclosure on the reason for the 2C GPM decline, we think it was probably due to the intensified competition in the online channel. The above said, total profits still grew at a faster rate vs revenue due to efficiency gains and contribu ...

Core Viewpoint - Midea Group reported a strong financial performance for the first half of 2025, with significant revenue and profit growth, despite facing challenges in the domestic and overseas markets [1] Financial Performance - Midea Group achieved revenue of 252.33 billion yuan, an increase of 15.68% year-on-year [1] - The profit attributable to shareholders was 26.01 billion yuan, reflecting a year-on-year increase of 25.04% [1] - The company proposed an interim dividend of 5 yuan for every 10 shares [1] Market Conditions - The domestic home appliance market showed signs of recovery, driven by the "trade-in" subsidy policy [1] - However, competition in terms of "user traffic" and "product pricing" is intensifying within the industry [1] - The overseas market continues to face challenges due to trade protectionism, currency fluctuations, and geopolitical conflicts [1] Strategic Focus - Midea Group is committed to its annual operational strategy of "simplifying to promote growth and self-disruption to directly challenge" [1] - The company continues to focus on core businesses and products, with notable success in overseas business development [1] - Overall, Midea Group's scale has further increased, and key indicators such as profitability and cash flow have improved, demonstrating operational resilience and a long-term trend of high-quality growth [1]