证券代码：600839 证券简称：四川长虹 公告编号：临 2025-084 号 四川长虹电器股份有限公司 关于 2025 年 1-9 月计提信用及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。 （一）计提信用减值损失的依据及说明 公司以预期信用损失为基础，根据信用风险特征，考虑所有合理且有依据的 信息，包括前瞻性信息，分类评估应收款项预期信用损失并计入当期损益。 1.基于单项为基础评估预期信用损失：应收票据及应收账款中的金融机构信 用类应收票据（含已承兑信用证）、关联方款项（同一控制下关联方和重大影响 关联方）；其他应收款中的应收股利、应收利息、备用金、投资借款、保证金、 政府补助款项（含拆解补贴）；含重大融资成分的应收款项（即长期应收款）。 1 2.基于客户信用特征及账龄组合为基础评估预期信用损失：基于单项为基础 评估预期信用损失之外的、本集团基于客户信用特征及账龄组合为基础评估应收 票据及应收账款和其他应收款金融工具的预期信用损失。 当有客观证据表明客户信用特征及账龄组合已不能合理反映其预期信用损 失， ...

证券代码：600839 证券简称：四川长虹 公告编号：临 2025-085 号 四川长虹电器股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025 年 11 月 5 日（星期三）15:00-16:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 29 日（星期三）至 11 月 4 日（星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 600839@changhong.com 进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 四川长虹电器股份有限公司（以下简称"公司"）已于 2025 年 10 月 25 日披 露公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果 ...

四川长虹电器股份有限公司（以下简称"公司"或"四川长虹"）第十二届 董事会第三十七次会议通知及会议材料于 2025 年 10 月 22 日以电子邮件方式送 达全体董事，会议于 10 月 24 日以通讯方式召开。会议应出席董事 9 名，实际出 席董事 9 名，公司全体高级管理人员列席了会议。会议召开符合《公司法》及《公 司章程》的规定。会议由董事长柳江先生主持，经与会董事充分讨论，审议通过 了如下决议： 证券代码：600839 证券简称：四川长虹 公告编号：临 2025-083 号 四川长虹电器股份有限公司 第十二届董事会第三十七次会议决议公告 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。 详细内容请参见公司同日披露的《四川长虹关于 2025 年 1-9 月计提信用及 资产减值准备的公告》（临 2025-084 号）。 二、审议通过《关于公司<2025 年第三季度报告>的议案》 四川长虹电器股份有限公司董事会 一、审议通过《关于公司 2025 年 1-9 月计提信用及资产减值准备的议案》 根据《企业会计准则》要求，以及公司会计 ...

Financial Performance - The company's operating revenue for Q3 2025 was approximately ¥25.18 billion, a decrease of 2.69% compared to the same period last year[7]. - Total profit for the quarter reached approximately ¥999.05 million, an increase of 146.87% year-on-year[7]. - Net profit attributable to shareholders was approximately ¥506.92 million, reflecting a significant increase of 690.83% compared to the same quarter last year[7]. - The basic earnings per share for the quarter was ¥0.1098, up 689.93% year-on-year[7]. - The company reported a 75.72% increase in total profit for the year-to-date, reaching approximately ¥2.47 billion[7]. - Net profit for the first three quarters of 2025 was ¥1.89 billion, compared to ¥1.15 billion in 2024, representing an increase of 63.8%[22]. - Operating profit for the first three quarters of 2025 was ¥2.47 billion, significantly higher than ¥1.40 billion in the same period of 2024, marking a growth of 76.3%[22]. - The net profit attributable to the parent company shareholders for the first three quarters of 2025 is approximately CNY 1.01 billion, a significant increase from CNY 344.57 million in the same period of 2024, representing a growth of 192.5%[23]. - The total comprehensive income for the first three quarters of 2025 is CNY 1.90 billion, up from CNY 1.16 billion in 2024, reflecting a growth of 63.0%[23]. Assets and Liabilities - The total assets at the end of the quarter were approximately ¥98.99 billion, a slight decrease of 0.39% from the end of the previous year[8]. - The total assets of the company as of the reporting date were ¥98.99 billion, a decrease from ¥99.38 billion in the previous period[19]. - Total liabilities decreased to ¥72.91 billion from ¥74.41 billion, indicating a reduction of 2.1%[19]. - Non-current liabilities increased to ¥8.17 billion from ¥5.51 billion, reflecting a growth of 48.5%[19]. - The company's total equity rose to ¥26.07 billion, compared to ¥24.97 billion in the previous period, an increase of 4.4%[19]. - The company's total assets amounted to ¥33,333,356,280.28, slightly down from ¥33,709,529,534.39 in the previous year[31]. - The total liabilities of the company were ¥23,044,559,742.54, a decrease from ¥23,973,044,386.34 in the previous year[31]. - The company's total equity increased to ¥10,288,796,537.74 from ¥9,736,485,148.05, marking a growth of 5.7%[31]. Cash Flow - The net cash flow from operating activities for the year-to-date was approximately ¥1.00 billion, an increase of 75.57% compared to the same period last year[7]. - The net cash flow from operating activities for the first three quarters of 2025 is CNY 1.00 billion, compared to CNY 570.98 million in 2024, indicating an increase of 75.1%[26]. - The company reported a net cash outflow from investing activities of CNY 3.77 billion for the first three quarters of 2025, compared to a net outflow of CNY 3.34 billion in 2024[27]. - Cash inflow from operating activities for the first three quarters of 2025 reached approximately ¥9.52 billion, a 27% increase from ¥7.50 billion in the same period of 2024[35]. - The company reported a total cash outflow from operating activities of approximately ¥9.92 billion, compared to ¥8.22 billion in the previous year[35]. Shareholder Information - The total number of common shareholders at the end of the reporting period is 703,728[14]. - Sichuan Changhong Electric Holding Group Co., Ltd. holds 1,071,813,562 shares, accounting for 23.22% of total shares[14]. - The total number of shares held by the top 10 shareholders is 1,271,000,000, representing a significant concentration of ownership[14]. - The largest shareholder, Sichuan Changhong Electric Holding Group, has no pledged shares[14]. - The company has a total of 1,071,813,562 unrestricted circulating shares held by major shareholders[15]. Investment and Expenses - Research and development expenses for the first three quarters of 2025 amounted to ¥1.67 billion, slightly up from ¥1.64 billion in 2024[22]. - Research and development expenses for the first three quarters of 2025 were ¥97,851,778.06, down 28.1% from ¥136,061,360.24 in the same period of 2024[33]. - The company reported investment income of ¥1,304,208,195.55, which is a substantial increase from ¥806,340,506.28 in the previous year[33]. - Non-recurring gains and losses for the quarter amounted to approximately ¥472.13 million, significantly influenced by the increase in investment gains from Huafeng Technology[10]. Market Position and Strategy - The company's cash and cash equivalents amount to ¥24,865,718,140.25, a decrease from ¥25,421,106,757.23 at the end of the previous period[17]. - Accounts receivable increased to ¥15,629,101,779.28 from ¥14,897,082,693.84, reflecting a growth of approximately 4.9%[17]. - Inventory decreased to ¥18,862,898,619.26 from ¥22,864,696,172.96, indicating a reduction of about 17.5%[17]. - The total current assets amount to ¥71,763,920,552.85, down from ¥73,334,298,542.47[17]. - The company achieved a cash inflow from investment activities of CNY 37.51 billion in 2025, significantly higher than CNY 18.12 billion in 2024, indicating a growth of 106.5%[27]. Accounting and Standards - The company did not apply new accounting standards for the year 2025[37].

Core Insights - The 2025 Sichuan Top 100 Enterprises list was released, showing a total of 8 companies with revenues exceeding 100 billion yuan, an increase of 3 from 2024 [1] - Tongwei Group Limited topped the list with revenues surpassing 200 billion yuan, marking its first time at the top [1] - Sichuan Energy Development Group and Qiya Group entered the 100 billion yuan revenue club for the first time [1] Company Rankings - Tongwei Group Limited: Revenue of 24,137,998 million yuan [2] - Sichuan Yibin Wuliangye Group Limited: Revenue of 19,529,677 million yuan [2] - Sichuan Changhong Electronics Holding Group Limited: Revenue of 15,267,474 million yuan [2] - Sichuan Energy Development Group Limited: Revenue of 11,745,767.72 million yuan [2] - Qiya Group Limited: Revenue of 11,035,872.53 million yuan [2] - New Hope Liuhe Co., Ltd.: Revenue of 10,306,296.23 million yuan [2] - Luzhou Laojiao Group Limited: Revenue of 10,045,283.6 million yuan [2] - Sichuan Huaxi Group Limited: Revenue of 10,010,347.8 million yuan [2] Additional Rankings - Sichuan Chuanwei Group Limited: Revenue of 8,871,760 million yuan [4] - China National Petroleum Corporation Sichuan Sales Branch: Revenue of 8,830,342.77 million yuan [4] - China Wuyi Group Limited: Revenue of 8,003,938.45 million yuan [4] - Blue Run Group Limited: Revenue of 7,855,709.32 million yuan [4] - China Dongfang Electric Group Limited: Revenue of 7,555,541.23 million yuan [4]

Market Overview - The black home appliance sector rose by 0.09% on October 23, with Chenyi Intelligent 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 - Key stocks in the black home appliance sector showed varied performance: - Chenyi Intelligent (301578) closed at 36.90, up 1.85% with a trading volume of 11,400 lots and a turnover of 41.57 million yuan [1] - Non-Axis Co. (002429) closed at 6.20, up 0.49% with a trading volume of 1,094,600 lots and a turnover of 681 million yuan [1] - Skyworth Digital (000810) closed at 13.43, up 0.37% with a trading volume of 132,300 lots and a turnover of 177 million yuan [1] - Hisense Visual (600060) closed at 24.46, up 0.29% with a trading volume of 77,000 lots and a turnover of 187 million yuan [1] - Sichuan Changhong (600839) closed at 10.04, up 0.20% with a trading volume of 646,700 lots and a turnover of 64.5 million yuan [1] - Jiuli Technology (688609) closed at 9.52, down 0.21% with a trading volume of 79,900 lots and a turnover of 75.31 million yuan [1] - Other stocks like XGIMI Technology (688696) and Tongzhou Electronics (002052) experienced slight declines [1] Capital Flow - The black home appliance sector saw a net outflow of 67.31 million yuan from institutional investors, while retail investors contributed a net inflow of 45.59 million yuan [1] - Detailed capital flow for key stocks indicates: - Non-Axis Co. (002429) had a net inflow of 69.47 million yuan from institutional investors, but a net outflow from retail investors [2] - Jiuli Technology (688609) experienced significant net outflows from institutional investors [2] - Chenyi Intelligent (301578) also saw a net outflow from institutional investors [2] - Sichuan Changhong (600839) had a net outflow of 45.80 million yuan from institutional investors, while retail investors showed a positive net inflow [2]

Market Performance - The black home appliance sector increased by 1.84% on October 21, with Sichuan Jiuzhou leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Stock Performance - Sichuan Jiuzhou (000801) closed at 15.79, up 2.93% with a trading volume of 210,300 shares [1] - Feichi Co., Ltd. (002429) closed at 6.11, up 2.69% with a trading volume of 822,500 shares [1] - Sichuan Changhong (600839) closed at 10.17, up 2.42% with a trading volume of 1,500,800 shares [1] - Other notable stocks include JiuLian Technology (688609) at 9.63, up 2.12%, and Chuangwei Digital (000810) at 13.34, up 1.68% [1] Capital Flow - The black home appliance sector saw a net inflow of 199 million yuan from institutional investors, while retail investors experienced a net outflow of 38.63 million yuan [1] - Major stocks like Sichuan Changhong had a net inflow of 91.88 million yuan from institutional investors, but a net outflow of 57.15 million yuan from retail investors [2] - Feichi Co., Ltd. also experienced a net inflow of 84.74 million yuan from institutional investors, with retail investors seeing a net outflow of 55.16 million yuan [2]

10月16日，在被誉为"外贸风向标"的第138届中国进出口商品交易会上，长虹的展位人流如鲫。一位南美采购商在接受CCTV记者采访时表示，长虹的行业 首款治愈系AITV，融合AI的新功能和新设计吸引了他。 这款AITV创新实现交互式光效。用户通过语音指令播放音乐后，电视机将会自动调节光影。长虹智慧显示（国际）营销中心市场部部长贺星月面对CCTV 新闻采访的镜头时提到，已经有北非、中东等地的中高端用户下了订单，这些地区的用户喜欢用音乐来提升氛围。 家电全面AI化将是市场趋势，长虹在本届广交会上亮相AI电视、AI空调、AI冰箱、AI洗烘等全套AI家电，为全球用户展现更智慧舒适的生活方式。相比以 往，AI电视进一步升级，并通过内容推荐、光影调节、语音交互等设计，为用户提供更多情绪价值。 长虹此次还展示了熊猫主题AI家电。其中，AI电视搭载了拟人化智能体"熊猫小白"，可实现全场景陪伴；AI空调通过AI自适应技术，可自动调节室内环 境，还原熊猫栖息的清凉竹涧体感；洗烘套装运用3倍力洁净技术，可模拟幼崽揉搓竹叶的姿态…… 长虹AI家电"圈粉"海外客户的背后，是长虹近年加快"AI+产品"、"AI+制造"、"AI+运营"的数字 ...

Market Overview - The black home appliance sector increased by 0.69% on October 20, with Jiulian Technology leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Stock Performance - Jiulian Technology (688609) closed at 9.43, up 3.06% with a trading volume of 118,100 shares and a turnover of 111 million yuan [1] - Other notable performers include: - Skyworth Digital (000810) at 13.12, up 2.10% [1] - Cheny Intelligent (301578) at 35.34, up 1.52% [1] - Zhaochi Shares (002429) at 5.95, up 1.19% [1] - Sichuan Jiuzhou (000801) at 15.34, up 0.79% [1] Capital Flow - The black home appliance sector experienced a net outflow of 114 million yuan from institutional investors and 43.64 million yuan from retail investors, while retail investors saw a net inflow of 157 million yuan [1] - Detailed capital flow for key stocks includes: - Hisense Visual (600060) with a net outflow of 8.78 million yuan from institutional investors [2] - Jiulian Technology (688609) with a net inflow of 13.71 million yuan from retail investors despite a net outflow of 14.62 million yuan from institutional investors [2] - Sichuan Changhong (600839) faced a significant net outflow of 55.48 million yuan from institutional investors [2]

Core Viewpoint - The resignation of the company's securities affairs representative, Yang Liuxu, is due to a job transfer, and her departure will not affect the company's operations [1][1][1] Group 1 - Yang Liuxu submitted her resignation letter to the board on October 17, 2025, which became effective upon receipt [1][1][1] - Despite resigning from the position of securities affairs representative, Yang Liuxu will continue to hold other positions within the company [1][1][1] - The board will promptly appoint a qualified individual to take over the securities affairs representative role to assist the board secretary [1][1][1] Group 2 - The board expressed gratitude for Yang Liuxu's diligent work during her tenure as the securities affairs representative [1][1][1]