截至2025年12月25日收盘，澳柯玛(600336)报收于8.55元，下跌1.84%，换手率3.8%，成交量30.29万 手，成交额2.59亿元。 当日关注点 澳柯玛股份有限公司关于开展远期外汇交易业务的公告 澳柯玛股份有限公司于2025年12月24日召开九届二十次董事会，审议通过《关于公司2026年度开展远期 外汇交易业务的议案》。为应对外汇波动风险，增强财务稳健性，公司及控股子公司拟在2026年度开展 金额不超过10,000万美元（或等值外币）的远期外汇交易业务，主要用于进出口业务的外汇套期保值， 不进行投机交易。交易品种包括外汇远期合约、期权、掉期、货币互换等，交易对手为具备资质的银行 金融机构，合约期限均在一年以内。公司已制定内部控制办法，明确禁止投机行为，并采取多项措施控 制市场、回款预测及法律风险。该事项无需提交股东大会审议。 澳柯玛股份有限公司2026年度日常关联交易预计公告 交易信息汇总 资金流向 12月25日主力资金净流出3381.98万元，占总成交额13.05%；游资资金净流入2017.77万元，占总成交额 7.79%；散户资金净流入1364.22万元，占总成交额5.27%。 公司公告汇 ...

Core Viewpoint - The company Aucma plans to transfer 55% of its stake in Qingdao Aucma Information Industry Park Co., Ltd. through a public listing, with a base price set at approximately 92.46 million yuan, as part of its strategy to optimize resource allocation and focus on its core business [1][4]. Group 1: Company Actions - Aucma announced the public listing of 55% of its stake in Qingdao Aucma Information Industry Park Co., Ltd., with a base price of approximately 92.46 million yuan based on an assessment report [1][4]. - The company will no longer hold any equity in the Information Industry Park after the transaction is completed, which is expected to positively impact its financial results for the corresponding accounting period [4]. - Aucma also plans to transfer 100% of its stake in Qingdao Aucma Smart Cold Chain Co., Ltd. to its wholly-owned subsidiary Qingdao Aucma Commercial Appliances Co., Ltd. without any transfer price, aimed at enhancing operational efficiency and optimizing internal resource allocation [5][7]. Group 2: Financial Performance - The Information Industry Park Co. reported a revenue of 17.17 million yuan and a net profit of 2 million yuan in 2024, but faced a direct loss in 2025 with revenues of 3.96 million yuan and a net loss of 1.36 million yuan [4]. - Aucma's revenue has declined for two consecutive years, from 9.57 billion yuan in 2022 to 7.82 billion yuan in 2024, with a net profit dropping from 310 million yuan in 2020 to 56.06 million yuan in 2023, and a direct loss of 48.53 million yuan in 2024 [7]. - The latest Q3 2025 report shows total revenue of 5.67 billion yuan, a year-on-year decrease of 11.14%, and a net loss of 9.06 million yuan, a significant increase of 420.49% compared to the previous year [8].

Core Viewpoint - The white goods sector experienced a slight decline of 0.02% on December 25, with Aucma leading the drop, while the Shanghai Composite Index rose by 0.47% and the Shenzhen Component Index increased by 0.33% [1] Group 1: Market Performance - The closing price for TCL Smart Home was 10.81, with an increase of 1.12% and a trading volume of 108,700 shares, amounting to 117 million yuan [1] - Snowball Electric closed at 14.34, up by 0.91%, with a trading volume of 31,400 shares [1] - Changhong Meiling's closing price was 6.60, reflecting a 0.76% increase with a trading volume of 60,100 shares [1] - Hisense Home Appliances closed at 25.25, up by 0.44%, with a trading volume of 45,300 shares [1] - Gree Electric Appliances closed at 40.91, increasing by 0.37% with a trading volume of 264,100 shares [1] - Whirlpool closed at 9.67, up by 0.21%, with a trading volume of 15,500 shares [1] - Haier Smart Home closed at 26.88, reflecting a 0.15% increase with a trading volume of 201,200 shares [1] - Midea Group closed at 78.59, down by 0.27%, with a trading volume of 226,800 shares [1] - Deep Konka A closed at 5.11, down by 0.58%, with a trading volume of 166,500 shares [1] - Aucma closed at 8.55, leading the decline with a drop of 1.84% and a trading volume of 302,900 shares [1] Group 2: Capital Flow - The white goods sector saw a net outflow of 289 million yuan from main funds, while retail investors contributed a net inflow of 228 million yuan [1] - TCL Smart Home experienced a net inflow of 1.38 million yuan from main funds, while retail investors had a net inflow of 589,560 yuan [2] - Changhong Meiling had a net inflow of 4.08 million yuan from main funds, but saw outflows from both retail and speculative funds [2] - Aucma faced a significant net outflow of 33.82 million yuan from main funds, while retail investors contributed a net inflow of 13.64 million yuan [2] - Gree Electric Appliances had a net outflow of 68.64 million yuan from main funds, with retail investors contributing a net inflow of 41.71 million yuan [2]

Core Viewpoint - The company, Aucma, is planning to publicly transfer 55% of its stake in Qingdao Aucma Information Industry Park Co., Ltd. through the Qingdao Property Rights Exchange, with a minimum transfer price set at 92.4591 million yuan [1][2]. Group 1: Share Transfer - Aucma will no longer hold any shares in the Information Industry Park Company after the transfer is completed [1][2]. - The Information Industry Park Company was established in May 2014 and has developed the Laoshan Smart Industrial Park, which was completed in 2019 [1]. - The company’s main income source will be rental income from properties it holds after the split in 2024 [1]. Group 2: Internal Restructuring - Aucma plans to transfer 100% of its stake in Qingdao Aucma Smart Cold Chain Co., Ltd. to its wholly-owned subsidiary, Qingdao Aucma Commercial Appliances Co., Ltd., without any payment [2][3]. - This transfer aims to enhance operational efficiency and optimize internal resource allocation [2][3]. - The Smart Cold Chain Company reported total assets of 1.537 billion yuan and net profit of 47.7227 million yuan for the year ending December 31, 2024 [3].

Core Viewpoint - Aokema Co., Ltd. is actively engaging in various financial and operational strategies, including foreign exchange trading and asset management, to enhance its financial stability and optimize resource allocation. Trading Information Summary - As of December 24, 2025, Aokema's stock closed at 8.71 yuan, up 1.28%, with a turnover rate of 3.8%, trading volume of 303,200 shares, and a transaction value of 263 million yuan [1] - On the same day, the net inflow of main funds was 751,200 yuan, accounting for 0.29% of the total transaction value, while retail investors saw a net inflow of 230,850 yuan, representing 0.88% of the total [1] Company Announcements Summary - Aokema's board of directors approved several resolutions, including a proposal for 2026 annual related party transactions, a loan application of up to 200 million yuan for its Indonesian smart manufacturing plant, and the internal transfer of equity among subsidiaries [1][2] - The company plans to hold its first temporary shareholders' meeting on January 12, 2026, to discuss the proposed related party transactions and the public transfer of its controlling subsidiary's equity [1][2] Foreign Exchange Trading Business - Aokema intends to conduct foreign exchange trading in 2026, with a limit of up to 10 million USD (or equivalent foreign currency) for hedging against foreign exchange risks related to import and export activities [2][3] - The trading will include various instruments such as foreign exchange forward contracts, options, swaps, and currency swaps, with a focus on risk management and no speculative trading [2] Related Party Transactions - The company anticipates engaging in related party transactions in 2026, with an estimated total of 1.104 billion yuan, including procurement of raw materials and labor services from affiliated companies [2][3] Equity Transfer and Internal Restructuring - Aokema plans to publicly transfer 55% of its stake in Qingdao Aokema Information Industry Park Co., Ltd. with a base price of approximately 92.46 million yuan, pending shareholder approval [3][4] - The company also approved the internal transfer of 100% equity of Qingdao Aokema Smart Cold Chain Co., Ltd. to its wholly-owned subsidiary, aiming to optimize internal resource allocation without impacting its financial status [4]

Group 1 - The core announcement is about the internal transfer of 100% equity of Qingdao Aokema Smart Cold Chain Co., Ltd. from Aokema Co., Ltd. to its wholly-owned subsidiary, Qingdao Aokema Commercial Appliances Co., Ltd. This transfer aims to enhance synergy among subsidiaries and optimize resource allocation within the company [1][2][6] - The equity transfer does not constitute a related party transaction or a significant asset restructuring as per the regulations [1][2] - The transfer will not change the scope of the company's consolidated financial statements and does not require shareholder approval [2][6] Group 2 - Qingdao Aokema Commercial Appliances Co., Ltd. has a registered capital of 50 million yuan and reported total assets of 922.23 million yuan and net assets of 65.33 million yuan as of December 31, 2024. The company generated revenue of 1.39 billion yuan in 2024 [3] - Qingdao Aokema Smart Cold Chain Co., Ltd. has a registered capital of 50 million yuan, with total assets of 1.54 billion yuan and net assets of 103.19 million yuan as of December 31, 2024. The company achieved revenue of 1.64 billion yuan in 2024 [4] Group 3 - The equity transfer is a non-monetary transaction, meaning no payment is required from the receiving subsidiary [5] - After the transfer, Aokema Co., Ltd. will maintain 100% ownership of both subsidiaries, ensuring a clear ownership structure [5] - The internal restructuring is expected to improve management efficiency without adversely affecting the company's financial situation or shareholder interests [6]

Group 1 - Shenghui Integration (603163.SH): The stock price has risen significantly in the short term, deviating from the company's fundamentals, indicating a potential risk of decline in the future [1] - Victory Energy (001331.SZ): The company does not engage in robotics-related business [1] - Aerospace Engineering (603698.SH): The company does not involve in commercial aerospace [1] Group 2 - Wankai New Materials (301216.SZ): The controlling subsidiary plans to provide lightweight components and structural parts related to humanoid robot arms and humanoid assembly services to Lingxin Qiaoshou [1] - Huakang Clean (301235.SZ): The consortium is pre-awarded the procurement project for special departments of Huian County Hospital (Phase I) [1] - Tongda Co., Ltd. (002560.SZ): Pre-awarded a 154 million yuan project from the State Grid [1] Group 3 - Aier Eye Hospital (300015.SZ): Plans to acquire partial equity in 39 institutions including Bozhou Aier and Lianyungang Aier [1] - Aucma (600336.SH): Plans to transfer 55% equity of the Information Industry Park company [1] - Donghong Co., Ltd. (603856.SH): Plans to repurchase shares with an investment of 30 million to 60 million yuan [1] Group 4 - Caesar Travel (000796.SZ): Jingu Trust plans to reduce its holdings by no more than 3% [1] - Jindun Co., Ltd. (300411.SZ): High-tech Investment and Founder Securities plan to collectively reduce their holdings by no more than 4% [1] - Hengdian East Magnetic (002056.SZ): The controlling shareholder plans to reduce its holdings by no more than 1% [1] Group 5 - Lianchuang Electronics (002036.SZ): Plans to raise no more than 1.63 billion yuan through a private placement to Jiangxi State-owned Capital Venture [1] - Xingyuan Zhuomag (301398.SZ): Received project designation notification from a client [1]

Group 1 - The company plans to publicly transfer 55% of its subsidiary, Qingdao Aokema Information Industry Park Co., Ltd., with a starting price of 92.4591 million yuan, after which it will no longer hold any equity in the subsidiary [1][4] - The transaction aims to optimize the company's asset structure and resource allocation, potentially leading to positive impacts on the company's financial results if completed successfully [4] - The Information Industry Park Company, established in May 2014, primarily generates income from rental revenues of the Laoshanshi Industrial Park, which was fully developed in 2019 [4] Group 2 - The company has faced declining performance, with operating revenue dropping from 9.567 billion yuan in 2022 to 7.816 billion yuan in 2024, and net profit attributable to shareholders decreasing from 310 million yuan in 2020 to a loss of 485.254 million yuan in 2024 [5] - In the first three quarters of this year, the company reported an operating revenue of 5.671 billion yuan, a year-on-year decrease of 11.14%, and a net loss of 9.0591 million yuan compared to a profit of 2.8266 million yuan in the same period last year [5] - The company's financial struggles are evident, with a net profit of 2 million yuan in 2024 and a projected loss of 135.61 million yuan in early 2025 [4][5]

证券日报网讯12月24日，澳柯玛（600336）发布公告称，公司将于2026年1月12日召开2026年第一次临 时股东会。 ...

Tax Contribution - During the "14th Five-Year Plan" period, the total tax revenue from state-owned enterprises in Qingdao remained stable at over 14 billion, representing a 46.7% increase compared to the end of the "13th Five-Year Plan" [4][20]. Social Welfare - The construction of transportation hubs has accelerated, including the world's largest and longest underwater highway, the Jiaozhou Bay Second Tunnel, which is being advanced by Guoxin Group [4][23]. - The Jiaodong International Airport has won the Excellent Service Quality Award for airports with over 10 million passengers for the third consecutive year [4][23]. - Public transport improvements have enhanced travel experiences, with annual passenger volume exceeding 940 million [4][23]. - Infrastructure projects, such as the largest LNG receiving station in the country and the comprehensive renovation of old heating pipelines, have been implemented [4][23]. Industry Leadership - Seven enterprises, including Qingdao Beer, Aucma, and Haigang, have been cultivated as "chain leaders" in the food and beverage, smart home appliances, and high-end chemical industries [5][24]. Asset Management - The Qingdao State-owned Assets Supervision and Administration Commission has developed a three-year action plan to revitalize idle assets, establishing an asset ledger and guiding enterprises in formulating revitalization plans [25]. - A dual-driven platform has been created for asset revitalization, including an online cloud platform for asset management and a physical platform for market-driven operations [25][26]. Innovation and Digital Transformation - The Qingdao State-owned Assets Supervision and Administration Commission has implemented a special action plan to cultivate new productive forces, with R&D funding expected to exceed 3.3 billion by 2025, more than doubling from 2020 [28]. - A digital transformation action plan for state-owned enterprises has been established, significantly enhancing digital management capabilities in finance, investment, and procurement [29]. - Notable achievements include the establishment of the first "Lighthouse Factory" in the global beer and beverage industry by Qingdao Beer and the development of the first autonomous train operation system in the country by the Metro Group [29].