Group 1 - The core viewpoint of the article highlights the recent upward trend in Hong Kong's home appliance stocks, with TCL Electronics leading the gains at nearly 4% [1] - Haier Smart Home and Midea Group also saw increases of 2% and over 1% respectively, while Hisense Home Appliances followed suit [1] - The market is paying close attention to high-dividend sectors like home appliances as the year-end approaches, with historical data indicating a higher probability of absolute and excess returns during this period [1] Group 2 - According to Guangfa Securities, the Hong Kong Stock Connect high-dividend total return index is entering a period (from December to mid-January) known for significant calendar effects, suggesting it may be an effective strategy for investors to enhance returns [1] - Huachuang Securities projects that the home appliance sector will demonstrate unique investment value by 2026 [1] Group 3 - Specific stock performance data includes TCL Electronics at a latest price of 11.100 with a gain of 3.64%, Haier Smart Home at 27.340 with a gain of 2.01%, Midea Group at 91.500 with a gain of 1.16%, and Hisense Home Appliances at 26.540 with a gain of 0.53% [2]

Group 1 - The core viewpoint of the articles highlights the recent upward trend in Hong Kong's home appliance stocks, with TCL Electronics leading the rise by nearly 4% and showing a reversal trend [1] - Haier Smart Home increased by 2%, Midea Group rose over 1% to reach a new phase high, and Hisense Home Appliances also followed suit [1] - The market is paying significant attention to high-dividend sectors like home appliances as the year-end approaches, with historical data indicating a higher probability of absolute and excess returns during this period [1] Group 2 - According to Guangfa Securities, the Hong Kong Stock Connect high-dividend total return index is entering a period (from December to mid-January) known for its calendar effect, which historically yields considerable returns [1] - Huachuang Securities anticipates that the home appliance sector will demonstrate unique investment value looking ahead to 2026 [1] - The latest price and percentage changes for key companies are as follows: TCL Electronics at 11.100 with a 3.64% increase, Haier Smart Home at 27.340 with a 2.01% increase, Midea Group at 91.500 with a 1.16% increase, and Hisense Home Appliances at 26.540 with a 0.53% increase [2]

转自：推广 12月2日，由中国企业联合会、中国企业家协会主办的第十六届全国企业文化年会在青岛举行。大会现场发布了全国企业文化优秀成果，共包含13项特等成 果、145 项一等成果、271 项二等成果。海尔智家《以"人的价值第一"为核心的卓越企业文化建设》成功荣膺"特等成果"最高荣誉。 海尔智家企业文化部部长、公关部总经理孙明法（左三）上台领奖 据悉，该奖项是在企业自愿申报及各地方企联、行业协会、有关企业集团推荐的基础上，经过了初审、复审和终审等严格程序评定出来的。以特等成果为代 表的13项企业文化成果，充分彰显了各自的企业文化建设特色及内涵。 海尔智家企业文化部部长、公关部总经理孙明法介绍，在海尔智家，企业文化不是抽象的概念，也不是贴在墙上的理念口号，而是可落地、可感知、可增值 的核心力量。具体体现在三个维度： 第一，企业文化是战略。我们始终把企业文化放在战略高度去建设布局。这是因为企业文化一方面可以"自上而下"地战略传达；另一方面又能"自下而上"地 反馈战略落地情况。企业文化就是要让每一位员工在全球舞台上都能找到与企业同频共振的动力。 第二，企业文化是业务。在海尔智家的实践中，企业文化也是业务。因为企业文化也 ...

人民财讯12月2日电，企查查APP显示，近日，浙江海煦科技有限公司成立，法定代表人为茅新波，注 册资本为1000万元，经营范围包含：家用电器制造；家用电器销售；家用电器安装服务；环境保护专用 设备制造等。企查查股权穿透显示，该公司由浙江尤煦科技有限公司、海尔智家（600690）控股子公司 青岛海尔空调器有限总公司共同持股。 ...

Core Viewpoint - Haier Smart Home has shown a positive market performance with a 1.06% increase in stock price, reaching a market capitalization of 260.4 billion yuan [1] Company Overview - Haier Group, founded in 1984, has expanded from producing refrigerators to a wide range of sectors including home appliances, IT, logistics, finance, real estate, and biopharmaceuticals, becoming a global leader in providing solutions for a better life [2] - The company holds a 10.2% share of the global retail volume in 2014, maintaining its position as the world's largest home appliance brand for six consecutive years [2] Shareholder Structure - Among the top ten circulating shareholders, Central Huijin Asset Management and China Securities Finance Corporation are included [3] Technology and Product Focus - The company utilizes Strauss's MAZE technology, leading in the water purifier market [4] - Haier Wireless, a subsidiary of Haier Group, focuses on wireless charging and has participated in setting national industry standards for electromagnetic compatibility and radiation, also investing in Intel's wireless charging technology team [4] - The main business involves the research, production, and sales of home appliances, including refrigerators, kitchen appliances, air conditioners, washing machines, and smart home solutions [4] Financial Performance - For the period from January to September 2025, Haier Smart Home achieved a revenue of 234.05 billion yuan, a year-on-year increase of 15.31%, and a net profit attributable to shareholders of 17.37 billion yuan, up 14.64% year-on-year [8] Dividend Distribution - Since its A-share listing, Haier Smart Home has distributed a total of 48.66 billion yuan in dividends, with 24.27 billion yuan distributed over the past three years [9] Shareholder Changes - As of September 30, 2025, the number of shareholders decreased by 8.15% to 190,600, with an average of 0 circulating shares per person [8] - Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder with 361 million shares, a decrease of 89.04 million shares from the previous period [9]

12月2日，港股家电股普遍上涨，其中，TCL电子、海信家电涨近3%，美的集团涨2%刷新阶段新高， 海尔智家涨1.8%，JS环球生活涨超1%。 港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 消息上，华创证券研报指出，展望2026年，认为家电板块兼具价值和成长属性。价值属性：2025年基金 持仓家电比例下降，估值有所回落，家电龙头企业分红意愿强，股息率高，具备高配置属性；2）成长 属性：2026年国补退坡短期对内销或有所冲击，但海外家电销售保持高景气，家电企业积极开拓多元业 务，都将支撑家电企业增长。 白电方面，龙头企业积极开拓新兴市场，有望打开新增长曲线，同时业绩确定性较高，股息率较高，估 值较低，该行推荐美的集团、海尔智家、格力电器、海信家电。厨电方面，头部企业现金流状况较好， 具备高股息属性，且未来拓展海外市场存在增量空间，推荐老板电器、华帝股份。 | 代码 | 名称 | | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 01070 | TCL电子 | (0) | 10.430 | 2.76% | | 00921 | 海信家电 | | 26.4 ...

Group 1 - The core viewpoint of the news is that the home appliance sector in Hong Kong is experiencing a general increase, with key companies showing significant gains, indicating a positive outlook for the industry [1] - TCL Electronics and Hisense Home Appliances both rose nearly 3%, while Midea Group reached a new high with a 2% increase, and Haier Smart Home increased by 1.8% [2] - Huachuang Securities' research report suggests that the home appliance sector possesses both value and growth attributes, with a projected decline in fund holdings in the sector by 2025, leading to a drop in valuations [1] Group 2 - The report highlights that leading companies in the white goods segment are actively exploring emerging markets, which is expected to open new growth avenues, while also maintaining high dividend yields and low valuations [1] - Recommended companies in the white goods sector include Midea Group, Haier Smart Home, Gree Electric Appliances, and Hisense Home Appliances [1] - In the kitchen appliance segment, top companies are noted for their strong cash flow and high dividend attributes, with future expansion into overseas markets presenting additional growth opportunities, recommending Boss Electric and Vatti Corporation [1]

Core Viewpoint - The Hong Kong Consumption ETF (159735) experienced a net redemption of 837,900 CNY on December 1, ranking 32nd out of 198 in cross-border ETF net outflows, with a current scale of 775 million CNY, reflecting a 0.11% outflow compared to the previous day's scale [1][2] Group 1: Fund Performance - As of December 1, the latest share count for the Hong Kong Consumption ETF (159735) is 926 million, with a scale of 775 million CNY, showing a 140.06% increase in shares and a 196.61% increase in scale year-to-date [2] - The fund has accumulated a total trading volume of 1.22 billion CNY over the past 20 trading days, with an average daily trading volume of 59.02 million CNY [2] Group 2: Fund Management - The current fund manager for the Hong Kong Consumption ETF (159735) is Li Yixuan, who has managed the fund since its inception on May 25, 2021, with a return of -16.29% during the management period [2] Group 3: Top Holdings - The top holdings of the Hong Kong Consumption ETF (159735) include Alibaba-W (19.54%), Tencent Holdings (16.59%), and Pop Mart (7.99%), among others, with their respective market values and share counts detailed [2]

智通财经APP讯，海尔智家(06690)发布公告，2025年11月当月，公司通过集中竞价交易方式已累计回购 A股(下同)股份42万股，占公司总股本的比例为0.004%，购买的最高价为27.53元/股、最低价为26.82元/ 股，支付的金额为1136.4万元(不含手续费等，下同);本次回购实施起始日(2025年4月7日)至2025年11月 底，公司已累计回购股份4090.25万股，占公司总股本的比例为0.436%，购买的最高价为27.53元/股、最 低价为23.60元/股，支付的金额为10.28亿元。 ...

海尔智家（600690）(06690)发布公告，2025年11月当月，公司通过集中竞价交易方式已累计回购A股 (下同)股份42万股，占公司总股本的比例为0.004%，购买的最高价为27.53元/股、最低价为26.82元/股， 支付的金额为1136.4万元(不含手续费等，下同);本次回购实施起始日(2025年4月7日)至2025年11月底， 公司已累计回购股份4090.25万股，占公司总股本的比例为0.436%，购买的最高价为27.53元/股、最低价 为23.60元/股，支付的金额为10.28亿元。 ...