富国中证全指家用电器ETF（561120）成立日期2022年1月25日，最新规模1.24亿。今年以来收益 4.36%，同类排名3206/5542；近一年收益20.35%，同类排名3363/4235；成立以来收益45.16%。 富国中证全指家用电器ETF（561120）基金经理为牛志冬。 截至发稿，牛志冬累计任职时间10年256天，现任基金资产总规模248亿元，任职期间最佳基金回报 145.42%， 任职期间最差基金回报-88.81%。 1月20日，四川长虹涨5.91%，截至发稿，报10.76元/股，成交26.89亿元，换手率5.60%，总市值496.71 亿元。 资料显示，四川长虹电器股份有限公司位于四川省绵阳市高新区绵兴东路35号，成立日期1993年4月8 日，上市日期1994年3月11日，公司主营业务涉及主营"以电视、冰箱(柜)、家用空调、洗衣机、扫地机 器人、智能盒子等为代表的消费电器业务,以冰箱压缩机为代表的部品业务,以ICT产品分销和专业ICT解 决方案提供为代表的ICT综合服务业务,以电子制造(EMS)为代表的精益制造服务业务以及其他相关特种 业务"等。主营业务收入构成为：ICT产品与服务34.7 ...

Market Overview - The black home appliance sector increased by 0.44% on January 19, with *ST Gauss leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Stock Performance - *ST Gauss (002848) closed at 11.93, up 5.02% with a trading volume of 67,800 shares and a turnover of 78.41 million yuan [1] - Non-Chi (002429) closed at 9.40, up 2.29% with a trading volume of 1.8684 million shares and a turnover of 1.717 billion yuan [1] - Other notable stocks include Tongzhou Electronics (002052) at 12.93, up 0.94%, and Hisense Visual (600060) at 23.61, up 0.81% [1] Capital Flow - The black home appliance sector experienced a net outflow of 148 million yuan from main funds, while retail investors saw a net inflow of 140 million yuan [1] - The detailed capital flow indicates that Non-Chi had a main fund net inflow of 14.04 million yuan, while *ST Gauss had a net inflow of 8.06 million yuan [2] - Conversely, Sichuan Changhong (600839) faced a significant main fund net outflow of 121 million yuan [2]

Group 1 - The core viewpoint of the articles highlights the collaboration between Changhong and the International Ski Federation (FIS) in promoting winter sports through technology integration, showcasing a blend of sports and technology at the Women's Ski Jumping World Cup [1][3][6] - Changhong has progressively deepened its partnership with FIS, evolving from a collaboration in 2023 to becoming the official partner and title sponsor for the Ski Jumping World Cup over three seasons, reflecting a commitment to the national initiative of engaging 300 million people in winter sports [3][6] - The presence of Changhong's panda IP mascot at the event and the introduction of AI home appliances, such as the AI TV and Pro shared air conditioner, illustrate the company's strategy to connect sports events with everyday life, enhancing the spectator experience [3][4] Group 2 - Changhong's involvement in international events extends beyond domestic boundaries, as demonstrated by its participation in the Zakopane event in Poland, where it showcased key products like Mini QLED TVs and smart washing machines, enhancing its influence in overseas markets [5] - The partnership with FIS encompasses 74 events across 24 countries, creating a win-win scenario for both sports and technology sectors, while also promoting the visibility of Chinese manufacturing on a global scale [6] - Changhong's approach to integrating technology with sports not only serves to elevate its brand but also contributes to the growth of the ice and snow economy, aligning with the trends of consumption upgrades and international marketing for Chinese brands [6]

Core Viewpoint - Sichuan Changhong (600839) has developed the Changhong Yunfan AI model, which is the first AI model in the home appliance sector to be officially registered by the state, focusing on smart home appliances [1] Group 1: Product Development - The Changhong Yunfan AI model is an evolution of the Changhong Super Brain, primarily applied to televisions, marking the transition from traditional smart TVs to AI TVs [1] - The AI model enhances voice interaction, personalization, and audio-visual search capabilities, enabling complex task reasoning and orchestration [1] Group 2: User Experience - The implementation of the AI model allows for "one-sentence control," significantly improving user experience [1] - The model expands the depth of information on encyclopedic knowledge and current life topics, positioning the television as a smart center in the living room [1]

申万宏源证券承销保荐有限责任公司关于四川长虹电器股份有 限公司股权分置改革 2025 年年度保荐工作报告书 本保荐机构保证本保荐工作报告书内容的真实、准确和完整。 一、四川长虹股权分置改革方案的相关情况 （一）基本情况 1、四川长虹股改方案为：非流通股东向流通股东按每 10 股流通股获送 3.4 股的比例送股安排对价，对价安排的股份总数为 323,476,797 股，其中第一大股 东四川长虹电子集团有限公司（现已更名为"四川长虹电子控股集团有限公司"， 下称"长虹集团"）按照高于其他非流通股股东安排对价的比例向流通股股东送 股。即长虹集团向流通股股东送出股份 312,027,308 股，送出率为每 10 股非流 通股送出 2.69 股；除长虹集团以外的其他非流通股股东向流通股股东送出股份 11,449,489 股，送出率为每 10 股非流通股送出 2.20 股。 股改方案于 2006 年 3 月 20 日经公司 2006 年第一次临时股东大会暨相关股 东会议审议通过，以 2006 年 4 月 10 日作为股权登记日实施，于 2006 年 4 月 12 日实施后首次复牌。 2、公司股改实施时间为：2006 年 ...

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable declines in share prices across multiple sectors, suggesting a bearish sentiment in the market. Group 1: Stock Performance and Capital Outflow - The top stock with the highest capital outflow is TBEA Co., Ltd. (特变电工), with an outflow of 3.085 billion yuan and a price drop of 2.67% [1][2] - BlueFocus Communication Group (蓝色光标) experienced a capital outflow of 2.024 billion yuan, with a significant price decline of 11.52% [1][2] - Zijin Mining Group (紫金矿业) saw an outflow of 2.009 billion yuan and a price decrease of 2.04% [1][2] - China Satellite Communications (中国卫星) had a capital outflow of 1.729 billion yuan, with a price drop of 4.61% [1][2] - Contemporary Amperex Technology Co., Ltd. (宁德时代) experienced an outflow of 1.579 billion yuan and a minor price decline of 0.4% [1][2] Group 2: Sector Analysis - The electric equipment sector, represented by TBEA Co., Ltd., shows a significant capital outflow, indicating potential challenges in this industry [2] - The cultural communication sector, represented by BlueFocus, is facing substantial capital withdrawal, reflecting investor concerns [2] - The non-ferrous metals sector, including companies like Zijin Mining and China Aluminum (中国铝业), is also experiencing notable outflows, suggesting a broader trend affecting commodity-related stocks [2][3] - The software development sector, represented by companies like Yonyou Network (用友网络) and Weining Health (卫宁健康), is witnessing significant capital outflows, indicating potential vulnerabilities in this area [3]

国泰中证全指家用电器ETF（159996）基金经理为苗梦羽。 截至发稿，苗梦羽累计任职时间4年112天，现任基金资产总规模72.68亿元，任职期间最佳基金回报 72.11%， 任职期间最差基金回报-37.06%。 数据显示，国泰基金旗下1只基金位居四川长虹十大流通股东。国泰中证全指家用电器ETF（159996） 三季度新进十大流通股东，持有股数736.26万股，占流通股的比例为0.16%。根据测算，今日浮亏损失 约427.03万元。 国泰中证全指家用电器ETF（159996）成立日期2020年2月27日，最新规模16.57亿。今年以来收益 2.33%，同类排名4504/5531；近一年收益18.77%，同类排名3479/4215；成立以来收益59.28%。 从基金十大重仓股角度 1月16日，四川长虹跌5.42%，截至发稿，报10.12元/股，成交2.68亿元，换手率0.57%，总市值467.16亿 元。 资料显示，四川长虹电器股份有限公司位于四川省绵阳市高新区绵兴东路35号，成立日期1993年4月8 日，上市日期1994年3月11日，公司主营业务涉及主营"以电视、冰箱(柜)、家用空调、洗衣机、扫地机 器人、智 ...

Market Overview - The black home appliance sector experienced a decline of 1.85% on January 15, with Zhaochi Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Stock Performance - Sichuan Changhong (600839) saw a price increase of 5.00%, closing at 10.70, with a trading volume of 5.9554 million shares [1] - ST Gauss (002848) also increased by 5.00%, closing at 11.96, with a trading volume of 126,100 shares [1] - Other notable performers included Chenyi Intelligent (301578) with a slight increase of 0.81% and a closing price of 35.91 [1] - Conversely, stocks like Feichi Co., Ltd. (002429) experienced a significant decline of 9.75%, closing at 8.70, with a trading volume of 2.7528 million shares [1] Capital Flow - The black home appliance sector saw a net inflow of 310 million yuan from institutional investors, while retail investors experienced a net outflow of 129 million yuan [1] - The capital flow data indicates that Sichuan Changhong had a net inflow of 5.90 billion yuan from institutional investors, while retail investors had a net outflow of 2.56 billion yuan [2] - Zhaochi Co., Ltd. reported a net outflow of 1.89 billion yuan from institutional investors, with a retail net inflow of 717.1 million yuan [2]

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting potential investment opportunities in specific sectors such as non-metal materials, photovoltaic equipment, and energy metals [1][2][3] Group 1: Stock Performance and Capital Inflows - The top stock by capital inflow is沃尔核材 with an inflow of 1.375 billion, showing a price increase of 10.01% [2] - 航天机电 follows with an inflow of 849 million and a price increase of 3.72% [2] - 华友钴业 has an inflow of 805 million and a price increase of 7.41% [2] - N至信 shows a remarkable price increase of 252.01% with an inflow of 720 million [2] - 英维克 has an inflow of 694 million and a price increase of 3.13% [2] Group 2: Sector Analysis - The non-metal materials sector is represented by沃尔核材, which has the highest capital inflow [2] - The photovoltaic equipment sector includes航天机电, indicating interest in renewable energy technologies [2] - The energy metals sector is highlighted by华友钴业 and赣锋锂业, both showing strong inflows and price increases, reflecting demand for materials used in batteries [2][3] - The household appliance sector is represented by四川长虹, which has an inflow of 641 million and a price increase of 6.58% [3] - The software development sector includes广联达, with an inflow of 423 million and a price increase of 7.33% [3]

Group 1 - The black home appliance sector increased by 3.43% on January 14, with Zhao Chi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] - Major stocks in the black home appliance sector showed varied performance, with Zhao Chi Co., Ltd. closing at 9.64, up 10.05% [1] Group 2 - The net inflow of main funds in the black home appliance sector was 738 million yuan, while retail funds saw a net outflow of 168 million yuan [1] - The detailed fund flow for individual stocks indicates that Zhao Chi Co., Ltd. had a main fund net inflow of 5.41 billion yuan, representing 15.23% of its total [2] - Sichuan Changhong experienced a main fund net inflow of 2.85 billion yuan, accounting for 7.12% of its total [2]