证券之星消息，12月1日黑色家电板块较上一交易日上涨0.71%，*ST高斯领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。黑色家电板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002848 | *ST高斯 | 8.40 | 5.00% | 12.82万 | | 1.07亿 | | 000801 | 四川九洲 | 16.50 | 1.66% | 36.44万 | | 6.01亿 | | 002429 | 非驰股份 | 6.49 | 1.25% | 53.68万 | | 3.47 亿 | | 600839 | 四川长虹 | 9.57 | 1.16% | 73.58万 | | 7.00亿 | | 301578 | 辰奕智能 | 66'55 | 0.87% | 9774.6 | | 3527.62万 | | 688609 | 九联科技 | 10.19 | 0.69% | 8.99万 | | 9141.12万 ...

Cyber Monday is here, and if you've been waiting for the perfect moment to upgrade your TV, now is the time. I review TVs for a living, so I can tell a good discount from a bad one. The best Cyber Monday TV deals feature some of the strongest savings of the year on my favorite displays from Samsung, LG, TCL, Sony, and Hisense.One TV deal I keep telling friends about is the Samsung S90F. The 65-inch model is sitting at $1,398, which is excellent for a TV with such impressive contrast, color accuracy, and ove ...

新浪财经整理管泉森最新观点如下： 专题：2025分析师大会：资本市场"奥斯卡"启幕 【相关阅读】第七届新浪财经金麒麟最佳分析师荣誉榜 第七届新浪财经金麒麟最佳分析师荣誉榜出炉，家用电器行业第一名为国联民生证券管泉森团队。 龙头订单积极、拐点可期，关注外销向上趋势 除了本次双十一表现，有望为家电后续内需韧性强化信心外，我们认为家电外销的拐点也值得关注，从 今年三季度情况看，尽管外销整体仍存在高基数压力，但是部分家电公司海外业务出现了环比改善迹 象，考虑10月末中美贸易谈判取得积极进展，龙头全球化经营持续兑现，抢出口库存消化，我们认为后 续外销改善有望延续；智能类家电海外渗透方兴未艾、三季度延续高增长，后续结构性景气有望持续。 在上述基础上，随着全球产能布局愈加完善，龙头对贸易风险应对空间有望更加充裕；结构升级和提质 增效并行，海外业务利润率存在改善空间。综上，我们认为出口已在筑底过程中，结合龙头公司在手订 单情况，拐点可期、关注向上趋势。 维持行业"强于大市"评级 双十一家电行业韧性收官，政策支撑与结构红利并行，龙头巩固优势赛道地位的同时，积极拓展增量。 展望后续，年度维度内销基数并不高、压力或有限，外销或在消 ...

Investment Rating - The report assigns an "Outperform" rating to several companies in the discretionary consumption sector, including Pop Mart, Anta Sports, Huazhu Group, Miniso, Li Ning, Atour Group, New Oriental Online, and Xtep International [1][5]. Core Insights - The report highlights the stable long-term growth of Luckin Coffee despite facing short-term margin pressures, indicating resilience in the F&B sector [2]. - The introduction of new children's meal sets by Taier emphasizes the trend towards fresh and healthy dining options, reflecting consumer preferences [2]. - The report notes the expansion of Midea's automotive parts production in Mexico, which supports local manufacturing for North American electric vehicle clients [2]. - The implementation of new national standards for smart home appliances starting May 1, 2026, is expected to enhance product quality and consumer trust in the home appliances sector [2]. Summary by Sections Company Performance - Guming and Pop Mart were the top performers this week, with stock price increases of 12.6% and 12.8% respectively [3][7]. - SuperHi International reported a revenue of $21 million for Q3 2025, a year-on-year increase of 7.8%, but faced a significant drop in net profit due to increased foreign exchange losses [2][5]. - Chagee's Q3 results showed a revenue decline of 9%, with adjusted net profit down 22% [2][5]. Market Trends - The report indicates a growing trend in the F&B sector towards fresh and healthy meal options, as seen with Taier's new children's meal offerings [2]. - The smart home appliance market is set to evolve with the introduction of new standards, which will likely drive innovation and consumer adoption [2].

Investment Rating - The report maintains a "Positive" outlook on the home appliance sector, highlighting its performance against the Shanghai and Shenzhen 300 Index [3][4]. Core Insights - The home appliance sector outperformed the Shanghai and Shenzhen 300 Index, with the sector index rising by 1.8% compared to a 1.6% increase in the broader index [4][5]. - Key companies such as Beiyi Co., Lek Electric, and Huaxiang Co. showed significant gains, while Aopu Technology and Stone Technology faced declines [4][7]. - December 2025 production data for major appliances indicates a total production of 30.18 million units, a 14.1% decrease from the previous year [10]. - The Ministry of Industry and Information Technology and five other departments issued a plan to enhance the adaptability of supply and demand in consumer goods, aiming for a significant optimization of the supply structure by 2027 [11]. Summary by Sections Market Performance - The home appliance sector index increased by 1.8%, outperforming the Shanghai and Shenzhen 300 Index [4][5]. - Notable performers included Beiyi Co. (10.2%), Lek Electric (9.0%), and Huaxiang Co. (8.4%) [4][7]. Industry Dynamics - December 2025 production data shows a total of 30.18 million units for air conditioners, refrigerators, and washing machines, with air conditioner production down 22.3% year-on-year [10]. - The government plan aims to create three trillion-level consumption fields and ten hundred-billion-level consumption hotspots by 2027 [11]. Sales Data - October sales data revealed a significant decline in offline sales for major appliances, with air conditioner retail volume down 48.3% and retail value down 53.7% [33][36]. - The average retail price for air conditioners decreased by 10.7% to 4,224 yuan [33]. Investment Opportunities - The report identifies three main investment themes: 1. Head companies in white and black appliances with low valuations and high dividends [4]. 2. Core component manufacturers expanding into emerging tech fields [4]. 3. Growth in overseas demand for new consumer appliances [4]. Raw Material Prices - As of November 28, 2025, copper prices increased by 17.83% year-on-year, while aluminum prices rose by 5.15% [13][20].

经济观察网11月26日下午，香港大埔宏福苑发生五级火灾，灾情严峻，救援工作牵动着全国人民的心。 海信集团密切关注救援工作的进展，并捐款1000万港元，驰援香港大埔救灾重建工作。并提供灾后重建 所需的相关服务，帮助受灾同胞早日渡过难关，恢复正常生活。 ...

Investment Rating - The report maintains a "Positive" outlook for the home appliance industry in China [5]. Core Viewpoints - The expectation of interest rate cuts by the Federal Reserve is likely to boost sales in the U.S. real estate chain, particularly in home appliances and power tools by 2026. The domestic subsidy effect is slowing down, making leading companies more stable. The long-term focus remains on overseas expansion, with companies that diversify their production capacity being favored [3][7]. - Leading companies exhibit higher operational efficiency and mature overseas production layouts, making them preferred choices for stable investments. Recommended stocks include Midea Group, Haier Smart Home, and Hisense Visual [3]. - The export market holds potential, with expectations of a valuation switch by 2026, particularly for Stone Technology [3]. - Companies with stable core business performance are expected to explore new growth avenues, with Anfu Technology being highlighted [3]. Summary by Sections Investment Suggestions and Targets - Investment suggestions include focusing on leading companies with higher operational efficiency and overseas production capabilities, which are expected to perform better under pressure from demand and cost [3][7]. - The report highlights the ongoing trend of white goods production, with a total of 30.18 million units produced in December, reflecting a year-on-year decline of 14.1%. The report anticipates that leading companies will gain market share despite challenges [7]. - The cleaning appliance sector is experiencing a trend of market concentration, with the top two companies increasing their market share significantly, indicating a shift towards leading brands [7].

证券之星消息，11月28日黑色家电板块较上一交易日上涨0.29%，*ST高斯领涨。当日上证指数报收于 3888.6，上涨0.34%。深证成指报收于12984.08，上涨0.85%。黑色家电板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002848 | *ST高斯 | 8.00 | 4.99% | 9.81万 | 7737.23万 | | | 600060 | 海信视像 | 25.91 | 1.49% | 7.71万 | 1.99亿 | | | 002052 | 同洲电子 | 12.78 | 1.27% | 10.69万 | | 1.35亿 | | 301578 | 辰奕智能 | 35.68 | 0.76% | 7952.0 | 2820.18万 | | | 000810 | 创维数字 | 12.46 | 0.32% | 15.80万 | | 1.97亿 | | 600839 | 四川长虹 | 9.46 | 0.21% | 64.59万 | | 6.08亿 ...

Core Points - The U.S. International Trade Commission (ITC) has initiated a "337 investigation" into specific LCD display devices and their components, involving several well-known companies including TCL, Hisense, LG, and VIZIO [1][2] - The investigation is based on allegations of patent infringement, specifically concerning two U.S. patents held by a group of complainants that includes BH Innovations LLC and two Irish companies [2] Group 1: Investigation Details - The investigation is identified as case number 337-TA-1462 and is focused on claims of unfair imports related to intellectual property violations [1] - The complainants allege that certain companies have infringed on their patents while importing and selling specific LCD devices in the U.S. market [2] - The involved companies include multiple Chinese enterprises and their affiliates, as well as international firms like LG and VIZIO [2] Group 2: Legal Process - The 337 investigation process resembles civil litigation, involving stages such as application, filing, evidence disclosure, hearings, and potential ITC rulings [2] - If the ITC finds infringement, it may issue a "limited exclusion order" to prevent specific infringing products from entering the U.S. market [2] - The timeline for responding to the investigation is tight, with only 30 days allowed for companies to submit their defenses, highlighting the urgency of legal representation [3]

或许就连很多日本人都不知道，在另一场中日大战中，中国的家电大军，已经开始血洗日本市场。 曾经，日本家电企业手握先进的生产技术、标准化的制造流程，树立了高品质的形象，全球各地都在播 放着松下、索尼、东芝等品牌的广告。 在中国，这种情况更甚。若是谁家里有几件洋家电，是一件非常体面的事，丝毫不逊色于日后"果粉"对 苹果产品的热爱。 无法想象，曾在全球家电市场上横扫一片、所向无敌的日本家电品牌们，如今竟然连自己的老家都濒临 溃败。 更让日本企业难受的是，击败他们的，正是他们曾经瞧不起、看不上的中国学徒们。 攻破日本 不少日本人可能也还没有意识到，如今的日本，已经很难避开中国家电了！ 可以说，即便某个日本消费者想刻意避开中国家电品牌，但稍有不慎，就可能买到一件"换了皮"的中国 家电。 甚至有日本媒体惊呼：中国家电已经渗透到日本消费者的日常生活之中，已经很难意识到哪些产品是哪 个国家的了。 这背后，是中国家电企业们在日本的集体爆发。 买电视，市场份额第一的品牌是REGZA，市占率高达25.4%。 看似是个日本品牌，可那都已经是老黄历了，REGZA在2017年就被东芝卖给了海信。 买冰箱，日本知名家电零售店Bic Came ...