智通财经记者 | 宋佳楠 智通财经从天眼查网站获悉，近日，黄光裕（黄俊烈）新增一则股权冻结信息，股权所在企业为北京鹏润投资有限公司，冻结股权数额2.23亿人民币，冻结 期限自2026年1月21日至2029年1月20日，执行法院为北京市第三中级人民法院。 | 执行通知书文号 | (2025) 京03执恢171号 | 冻结状态 | | --- | --- | --- | | 被执行人 | 黄俊烈 | 疑似申请执行人 | | 股权所在企业 | 北京鹏润投资有限公司 | 股权数额 | | 执行法院 | 北京市第三中级人民法院 | | | 执行裁定书文号 | (2025) 京03执恢171号 | 公示日期 | | --- | --- | --- | | 被执行人 | 黄俊烈 | 股权数额 | | 被执行人证件种类 | 中华人民共和国居民身份证 | 被执行人证件号 | | 冻结期限自 | 2026-01-21 | 冻结期限至 | | 冻结期限 | | 执行事项 | 图片来源：天眼查 北京鹏润投资有限公司成立于1997年，注册资本2.7亿元，由黄光裕与北京英格润美咨询有限公司共同持股，是国美系资本运作的中枢平台。该公司曾主 ...

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: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00493 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 200,000,000,000 | HKD | | 0.025 HKD | | 5,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 200,000,000,000 | HKD | | 0.025 HKD | | 5,000,000,000 | 本月底法定/註冊股本總額： HKD 5,000,000,000 FF301 第 1 頁 共 10 頁 v 1.2.0 FF3 ...

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通告之內容概不負責，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通告全部或任何部份內容而產生或因依賴 該等內容而引致之任何損失承擔任何責任。 GOME RETAIL HOLDINGS LIMITED 國美零售控股有限公司 * （於百慕達註冊成立之有限公司） （股份代號：493） 有關解決核數師無法表示意見之行動計劃執行情況季度更新 茲提述國美零售控股有限公司（「本公司」，連同其附屬公司統稱為「本集團」）於 2025年4月30日刊發之截至2024年12月31日止年度（「2024年度」）年報（「該年報」） 及本公司日期為2025年7月30日及2025年10月30日之季度更新公告。除文義另有所 指外，本公告所用之詞彙與該年報所界定者具有相同涵義。 本公司董事會（「董事會」）希望向本公司股東及潛在投資者提供本集團最新狀況。 如年報所披露，由於涉及持續經營能力之多項不確定因素（詳見年報第65至66 頁），本公司核數師未能對本集團2024年度之綜合財務報表發表意見（「無法表示 意見」）。本公司擬實施年報第60頁所述之行動計劃（「行動計劃」）以解決無法表示 ...

Investment Rating - The report maintains a positive outlook on the home appliance sector, particularly recommending leading companies with low valuations, high dividends, and stable growth potential [2][3]. Core Insights - The home appliance industry is experiencing a decline in sales across both air conditioning and kitchen appliances, with significant drops in both online and offline retail volumes [33][34]. - The report highlights three main investment themes: 1. **Dividend**: Leading white and black appliance companies are characterized by low valuations, high dividends, and stable growth, providing a high margin of safety and elasticity in stock prices. The domestic market is expected to remain stable due to the continued effects of the trade-in policy, while export opportunities are bolstered by global production base layouts and strong demand in emerging markets [2][3]. 2. **Technology**: Core component manufacturers are diversifying into emerging tech fields such as robotics and data center temperature control, seeking cross-industry transformation [2][3]. 3. **Demand Recovery**: The report anticipates a recovery in external demand and sustained high demand for new products in the domestic market, particularly for robotic vacuum cleaners [2][3]. Summary by Sections Sales Data - Air conditioning sales saw a significant decline in December 2025, with online retail volume down 38.5% year-on-year and offline retail volume down 42.9%. The average price for online sales decreased by 4.2% to 2981 RMB per unit, while offline prices fell by 20.1% to 3801 RMB per unit [33]. - Kitchen appliances also faced declines, with online sales of range hoods down 16.8% and dishwashers down 10.2% year-on-year. The average price for online range hoods increased by 14.4% to 1739 RMB per unit, while offline prices decreased by 14.4% to 3813 RMB per unit [34][38]. Company Dynamics - Major companies such as Haier, Midea, and Gree are recommended for their current low valuations and strong dividend yields. The report also highlights the potential of companies like Dong'an Environment and Huaxiang Co. in emerging tech sectors [2][3]. - The report notes that the home appliance sector outperformed the Shanghai and Shenzhen 300 Index, with companies like Aojiahua and Hisense leading in stock performance [5][8]. Industry Trends - The report indicates that raw material prices for copper and aluminum have risen, with copper prices up 34.79% year-on-year and aluminum prices up 19.36% year-on-year as of January 23, 2026 [12]. - The report also mentions that the sales of rotary compressors decreased by 13.6% year-on-year, while refrigerator compressor sales increased by 7.2% [27][28]. Economic Environment - As of January 23, 2026, the exchange rate of the US dollar to the Chinese yuan has decreased by 0.51% since the beginning of the year [42]. - The report highlights a decline in the sales area of commercial housing, with residential existing homes down 6.33% and new homes down 24.55% year-on-year [44].

国美零售（00493）盘中涨超33%，截至发稿，股价上涨20%，现报0.018港元，成交额843.09万港元。 1月16日，国美零售发布公告称，公司拟向上海金铂鼎企业服务有限公司、中科泰岳科技有限公司配发 合计251.08亿股普通股，通过债转股方式化解约3.37亿元人民币债务。本次发行价为每股港0.015港元， 新股占经扩大后股本34.40%，所发行股份将全额用于抵偿对应债权人的债务。 公告指出，此次交易将有助于公司部分解决债务风险，并"支持恢复本公司整体信誉及长期业务运营"。 董事会认为，认购条款经公平磋商厘定，符合公司及股东整体利益，且认购股份的发行价属公平合理。 通过此次市场化方式化解债务，国美零售的财务结构将得以优化，财务稳健性获得增强，为公司长期业 务运营奠定坚实基础。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 客户端 国美零售（00493）盘中涨超33%，截至发稿，股价上涨20%，现报0.018港元，成交额843.09万港元。 1月16日，国美零售发布公告称，公司拟向上海金铂鼎企业服务有限公司、中科泰岳科技有限公司配 ...

Group 1 - Gome Retail (00493.HK) saw its stock price increase by over 33% during trading, reaching a rise of 20% at the time of reporting, priced at 0.018 HKD per share [2] - The trading volume for Gome Retail amounted to 8.0636 million HKD [2]

Core Viewpoint - Gome Retail Holdings Limited (00493) announced a significant stock issuance to resolve approximately 337 million RMB in debt, which is expected to enhance its financial stability and support long-term business operations [1] Group 1: Stock Performance - Gome Retail's stock price increased by over 33% during trading, with a current rise of 20%, reaching 0.018 HKD per share, and a trading volume of 8.0636 million HKD [1] Group 2: Debt Resolution Strategy - The company plans to issue a total of 25.108 billion ordinary shares to Shanghai Jinboding Enterprise Service Co., Ltd. and Zhongke Taiyue Technology Co., Ltd. through a debt-to-equity swap [1] - The issuance price is set at 0.015 HKD per share, which will account for 34.40% of the expanded share capital, and the proceeds will be fully used to repay the corresponding creditors [1] Group 3: Financial Implications - The board believes that the terms of the subscription were determined through fair negotiations and are in the overall interest of the company and its shareholders, with the issuance price deemed fair and reasonable [1] - This market-driven approach to debt resolution is expected to optimize Gome Retail's financial structure and enhance its financial robustness, laying a solid foundation for long-term business operations [1]

Core Viewpoint - Gome Retail Holdings Limited (00493) has seen a significant stock price increase, rising over 33% during trading, with a current price of 0.018 HKD per share, and a trading volume of 8.0636 million HKD. The company announced a plan to issue a total of 25.108 billion ordinary shares to resolve approximately 337 million RMB in debt through a debt-to-equity swap [1] Group 1 - The company plans to issue shares to Shanghai Jinboding Enterprise Service Co., Ltd. and Zhongke Taiyue Technology Co., Ltd. at a price of 0.015 HKD per share, which will account for 34.40% of the expanded share capital [1] - The proceeds from the share issuance will be fully utilized to repay the corresponding creditors' debts, which is expected to help mitigate the company's debt risk [1] - The board of directors believes that the subscription terms have been determined through fair negotiation and are in the overall interest of the company and its shareholders, with the share issuance price deemed fair and reasonable [1] Group 2 - The transaction is anticipated to optimize the company's financial structure and enhance its financial stability, laying a solid foundation for the long-term operation of the business [1]

人民财讯1月19日电，港股零售股震荡上扬，截至发稿，国美零售涨20%。 ...

Core Viewpoint - Gome Retail Holdings Limited announced a share issuance to resolve approximately 337 million RMB of debt through a debt-to-equity swap, which is expected to enhance the company's financial stability and support its long-term operations [1] Group 1: Share Issuance Details - The company will issue a total of 25,108,352,513 ordinary shares at a price of HKD 0.015 per share, which will represent 34.40% of the expanded share capital [1] - The issuance is subject to approval from the company's shareholders and the Hong Kong Stock Exchange [1] Group 2: Financial Implications - The transaction aims to partially alleviate the company's debt risk and support the restoration of its overall credibility and long-term business operations [1] - The board believes that the subscription terms were determined through fair negotiation and are in the best interest of the company and its shareholders, with the issuance price deemed fair and reasonable [1] Group 3: Strategic Outlook - By utilizing this market-oriented approach to resolve debt, Gome Retail's financial structure is expected to be optimized, enhancing its financial robustness and laying a solid foundation for long-term business operations [1]