Core Points - The company is launching a promotional event for Double Eleven, offering various gifts and cash prizes to attract customers [10] - The BCD-510WPNE refrigerator features advanced temperature control with three modes for optimal food preservation [1] - The refrigerator has a large capacity of 510 liters, accommodating various food items efficiently [3] - The BC/BD-180WSD freezer introduces a new smart temperature control system for user convenience [5] - The freezer utilizes a frost-free cooling system, enhancing food storage conditions and reducing maintenance efforts [7] Group 1 - The Double Eleven promotional event includes gifts such as heaters and food storage sets, along with a cash prize pool of 111,100 yuan [10] - The BCD-510WPNE refrigerator offers three temperature modes: fruit and vegetable, 0℃, and ice fresh, ensuring proper storage for different food types [1] - The refrigerator's capacity is divided into 303 liters for refrigeration, 32 liters for variable temperature, and 175 liters for freezing, allowing for organized food storage [3] Group 2 - The BC/BD-180WSD freezer features a new smart temperature control positioned at the top for easy access, with a precision of 0.1℃ [5] - The freezer supports four modes: preservation, mild freezing, freezing, and quick freezing, catering to diverse food storage needs [5] - The frost-free design of the BC/BD-180WSD freezer employs a multi-dimensional air circulation system, promoting even freezing and reducing the need for manual defrosting [7]

Core Insights - Company reported a total operating revenue of 5.671 billion yuan, ranking 3rd among disclosed peers, a decrease of 711 million yuan or 11.14% year-on-year [1] - The net profit attributable to shareholders was -9.0591 million yuan, ranking 5th among peers, a decline of 11.8857 million yuan or 420.49% year-on-year [1] - Operating cash flow net inflow was 548 million yuan, ranking 4th among peers, an increase of 154 million yuan or 39.17% year-on-year, marking four consecutive years of growth [1] Financial Ratios - The latest debt-to-asset ratio is 65.13%, ranking 3rd among peers, a decrease of 1.77 percentage points from the previous quarter and 0.38 percentage points from the same period last year [3] - The latest gross profit margin is 13.49%, ranking 3rd among peers, a decrease of 0.41 percentage points from the previous quarter and 0.09 percentage points year-on-year [3] - The latest return on equity (ROE) is -0.37%, ranking 5th among peers, a decrease of 0.49 percentage points year-on-year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is -0.06 yuan, ranking 5th among peers, a decrease of 0.06 yuan or 1780.00% year-on-year [3] - The latest total asset turnover ratio is 0.73 times, ranking 3rd among peers, a decrease of 0.07 times year-on-year or 9.22% [3] - The latest inventory turnover ratio is 3.44 times, ranking 5th among peers, a decrease of 0.51 times or 13.01% year-on-year [3] Shareholder Information - The number of shareholders is 47,100, with the top ten shareholders holding 377 million shares, accounting for 47.21% of the total share capital [3] - The largest shareholder is Qingdao Aucma Holding Group Co., Ltd. with a holding ratio of 23.03% [3]

Group 1 - The core viewpoint of the article is that Aucma (600336.SH) reported a decline in revenue and a net loss for the first three quarters of 2025 compared to the previous year [1] Group 2 - For the first three quarters of 2025, the company achieved total operating revenue of 5.671 billion yuan, a year-on-year decrease of 11.14% [1] - The net profit attributable to shareholders of the parent company was -9.0591 million yuan, compared to a net profit of 2.8266 million yuan in the same period last year [1] - The basic earnings per share were -0.0114 yuan [1]

澳柯玛股份有限公司 关于计提资产减值准备的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2025 年 10 月 28 日，澳柯玛股份有限公司（以下简称"公司"）九届十九次董事会 审议通过了《关于计提资产减值准备的议案》，根据《企业会计准则》和公司会计政策 的相关规定，2025 年前三季度公司计提各类资产减值准备共计 58,430,888.16 元。具体 如下： 一、本次计提资产减值准备情况概述 根据《企业会计准则》和公司会计政策的相关规定，为客观、公允地反映公司 2025 年三季度的财务状况和 2025 年前三季度累计经营成果，公司及下属子公司对截至 2025 年 9 月 30 日的公司资产进行了充分的评估和分析，本着谨慎性原则，对相关资产进行 了减值测试并计提了相应的资产减值准备。2025 年前三季度公司计提各类资产减值准备 共计 58,430,888.16 元，具体如下： 二、本次计提资产减值准备事项的具体说明 1、存货跌价准备 证券代码：600336 证券简称：澳柯玛 编号：临 2025－050 根据《企业会计准 ...

证券代码：600336 证券简称：澳柯玛 编号：临 2025－049 澳柯玛股份有限公司九届十九次董事会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 澳柯玛股份有限公司九届十九次董事会于 2025 年 10 月 28 日召开，本次会议以通 讯方式通知、召开和表决，应参与表决董事 9 人，实际参与表决董事 9 人。本次会议由 代行公司董事长职责的董事、总经理王英峰先生主持，符合有关法律、行政法规、部门 规章、规范性文件和公司章程的规定。 会议经审议，通过如下决议： 特此公告。 澳柯玛股份有限公司 2025 年 10 月 29 日 1 第一项、审议通过《关于公司 2025 年第三季度报告的议案》，9 票同意，0 票反对， 0 票弃权。 本议案已经公司董事会审计委员会审议并全体通过。 第二项、审议通过《关于计提资产减值准备的议案》，9 票同意，0 票反对，0 票弃 权。 根据《企业会计准则》和公司会计政策的相关规定，2025 年前三季度公司计提各类 资产减值准备共计 58,430,888.16 元。 本议案已经公司董事会 ...

Financial Performance - The company's operating revenue for the third quarter was CNY 1,613,685,226.54, a decrease of 8.28% compared to the same period last year[4] - The total profit for the period was a loss of CNY 53,986,634.48, with a year-to-date loss of CNY 14,406,500.66, representing a decline of 269.25%[4] - The net profit attributable to shareholders was a loss of CNY 46,913,749.44 for the quarter, and a loss of CNY 9,059,055.83 year-to-date, reflecting a decline of 420.49%[4] - The basic earnings per share for the quarter was -CNY 0.0588, and -CNY 0.0114 year-to-date, indicating a decrease of 425.71%[5] - The company reported a significant decline in both total profit and net profit due to a decrease in revenue, indicating challenges in the current market environment[8] Assets and Liabilities - The company's total assets at the end of the period were CNY 7,553,061,092.80, down 4.44% from the end of the previous year[5] - The company's current assets totaled RMB 4,678,825,016.96, down from RMB 5,133,105,948.86 at the end of 2024, indicating a decline of approximately 8.8%[15] - The company's total liabilities were RMB 4,919,068,719.28, down from RMB 5,250,070,796.53, indicating a reduction of about 6.3%[18] - The company's equity attributable to shareholders was RMB 2,428,252,537.12, slightly down from RMB 2,440,805,705.67, showing a decrease of approximately 0.5%[18] - Total assets as of September 30, 2025, were CNY 5,626,148,132.80, a decrease from CNY 5,817,219,893.94 at the end of 2024[28] - Total liabilities decreased to CNY 2,812,877,100.37 from CNY 3,013,560,260.57, reflecting a reduction of 6.67%[28] - The company’s total equity increased to CNY 2,813,271,032.43 from CNY 2,803,659,633.37, reflecting a growth of 0.42%[28] Cash Flow - The net cash flow from operating activities year-to-date was CNY 547,895,906.69, an increase of 39.17% due to improved control over accounts receivable and inventory[9] - The net cash flow from operating activities for the first three quarters of 2025 was approximately ¥265.94 million, compared to ¥196.82 million in the same period of 2024, representing an increase of about 35.1%[32] - Total cash inflow from operating activities for the first three quarters of 2025 was approximately ¥3.91 billion, while in 2024 it was approximately ¥4.52 billion, showing a decrease of about 13.5%[32] - Cash outflow from operating activities in the first three quarters of 2025 was approximately ¥3.64 billion, compared to ¥4.32 billion in 2024, indicating a reduction of about 15.8%[32] - The net cash flow from investing activities for the first three quarters of 2025 was approximately ¥36.09 million, while it was negative ¥85.43 million in 2024, showing a significant improvement[32] - Cash inflow from financing activities in the first three quarters of 2025 was approximately ¥340 million, down from ¥635 million in 2024, reflecting a decrease of about 46.5%[34] - The net cash flow from financing activities was negative ¥163.35 million in the first three quarters of 2025, compared to negative ¥151.50 million in 2024, indicating a slight worsening[34] Shareholder Information - The company had 47,110 common shareholders at the end of the reporting period[10] - The largest shareholder, Qingdao Aokema Holding Group Co., Ltd., held 183,812,152 shares, accounting for 23.03% of total shares[11] Research and Development - Research and development expenses for the first three quarters of 2025 were ¥160,911,712.02, a decrease of 6.4% from ¥171,947,365.00 in 2024[21] - Research and development expenses for the first three quarters of 2025 were CNY 87,803,849.30, slightly down from CNY 91,547,028.70 in 2024[29] Investment Activities - The total investment cash outflow for the first three quarters of 2025 was ¥246,111,374.75, compared to ¥156,404,537.11 in 2024, indicating increased investment activity[24] - The total cash inflow from investment activities in the first three quarters of 2025 was approximately ¥175.58 million, while it was ¥4.12 million in 2024, showing a substantial increase[32] - Cash outflow from investment activities in the first three quarters of 2025 was approximately ¥139.49 million, compared to ¥89.55 million in 2024, indicating an increase of about 55.7%[32] Comprehensive Loss - The company reported a total comprehensive loss of ¥24,044,681.56 for the first three quarters of 2025, compared to a comprehensive income of ¥656,072.68 in 2024[22]

Market Overview - The white goods sector increased by 0.76% on October 27, with Shenzhen Konka A leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Stock Performance - Shenzhen Konka A (000016) closed at 5.92, up 5.53% with a trading volume of 1.9258 million shares and a turnover of 1.117 billion yuan [1] - Hisense Home Appliances (000921) closed at 25.39, up 2.30% with a trading volume of 167,300 shares and a turnover of 423 million yuan [1] - Gree Electric Appliances (000651) closed at 40.97, up 1.16% with a trading volume of 616,500 shares and a turnover of 2.522 billion yuan [1] - Other notable performances include Whirlpool (600983) at 10.67, up 1.14%, and Haier Smart Home (600690) at 25.90, up 1.05% [1] Capital Flow - The white goods sector experienced a net outflow of 19.1781 million yuan from institutional investors, while retail investors saw a net inflow of 193 million yuan [1] - Detailed capital flow for key stocks shows that Shenzhen Konka A had a net inflow of 157 million yuan from institutional investors, while Gree Electric Appliances had a net outflow of 117 million yuan [2] - Haier Smart Home saw a significant net outflow of 92.9406 million yuan from institutional investors, but a net inflow of 99.8541 million yuan from retail investors [2]

Core Viewpoint - Aucma is accelerating its international expansion by establishing a smart factory in Indonesia, which will produce 500,000 refrigerators annually, aligning with its globalization strategy and the Belt and Road Initiative [1][2]. Group 1: Investment and Production - The newly established Aucma smart factory in Indonesia will focus on smart manufacturing, producing household refrigeration and smart cold chain products using advanced technologies [1]. - The total planned investment for the Aucma Indonesia smart factory project is approximately 360 million yuan, with 10.91 million yuan already invested in the first half of the year [2]. - Upon completion, the factory is expected to fill the market gap for mid-to-high-end cold chain products in Indonesia and extend its reach to Southeast Asia and global markets [1][2]. Group 2: Financial Performance - In the first half of 2025, Aucma reported a revenue of 4.057 billion yuan and a net profit attributable to shareholders of 37.85 million yuan, with a significant increase of 28.47% in non-recurring net profit compared to the same period last year [2]. - The company is transitioning from a traditional home appliance manufacturer focused on freezers to a cold chain IoT enterprise, implementing an "Internet + Full Cold Chain" strategy [2]. Group 3: Market Strategy - Aucma is pursuing a dual-driven development strategy of OEM and its own brand, focusing on emerging markets in Southeast Asia, the Middle East, Africa, Latin America, and Central Asia [3]. - The company aims to deepen strategic cooperation with key global appliance customers in the European and American markets, achieving significant breakthroughs in the first half of the year [3].

Market Overview - The white goods sector increased by 0.83% on October 23, with Shenzhen Konka A leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Shenzhen Konka A (000016) closed at 5.56, up 3.35% with a trading volume of 1.31 million shares and a turnover of 736 million yuan [1] - TCL Smart Home (002668) closed at 9.90, up 1.64% with a trading volume of 135,300 shares and a turnover of 133 million yuan [1] - Midea Group (000333) closed at 74.89, up 1.37% with a trading volume of 347,600 shares and a turnover of 2.588 billion yuan [1] - Other notable performances include Snowman Electric (001387) up 1.08%, and Haier Smart Home (600690) up 0.59% [1] Capital Flow - The white goods sector experienced a net outflow of 141 million yuan from institutional investors, while retail investors saw a net inflow of 233 million yuan [1] - The detailed capital flow for individual stocks shows that TCL Smart Home had a net inflow of 12.34 million yuan from institutional investors, while Midea Group had a net inflow of 9.24 million yuan [2] - Conversely, Gree Electric (000651) faced a significant net outflow of 85.24 million yuan from institutional investors [2]

Market Overview - The white goods sector increased by 0.82% on October 22, with Aucma leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Individual Stock Performance - Aucma (600336) closed at 7.31, up 3.25% with a trading volume of 430,700 shares and a turnover of 313 million yuan [1] - Midea Group (000333) closed at 73.88, up 1.33% with a trading volume of 393,300 shares and a turnover of 2.894 billion yuan [1] - Haier Smart Home (600690) closed at 25.61, up 1.03% with a trading volume of 478,800 shares and a turnover of 1.224 billion yuan [1] - Gree Electric Appliances (000651) closed at 40.57, down 0.29% with a trading volume of 307,700 shares and a turnover of 1.250 billion yuan [1] Capital Flow Analysis - The white goods sector experienced a net outflow of 112 million yuan from institutional investors, while retail investors saw a net outflow of 25.4247 million yuan [1] - Speculative funds had a net inflow of 137 million yuan into the sector [1] Detailed Capital Flow for Key Stocks - Midea Group saw a net inflow of 32.671 million yuan from institutional investors, but a net outflow of 57.134 million yuan from retail investors [2] - Aucma had a net inflow of 5.3203 million yuan from institutional investors, with a net outflow of 4.1458 million yuan from retail investors [2] - Haier Smart Home experienced a net outflow of 64.4444 million yuan from institutional investors, while speculative funds had a net inflow of 49.8336 million yuan [2]