每经AI快讯，1月5日，四川长虹短线拉升涨近4%，成交额超12.6亿元。 （文章来源：每日经济新闻） ...

Group 1 - The company Sichuan Changhong announced on January 4 that it has repurchased approximately 4.14 million shares, accounting for 0.0896% of the total share capital as of the announcement date [1] - The highest purchase price for the repurchased shares was RMB 10.01 per share, while the lowest was RMB 8.66 per share [1] - The total amount of funds spent on the share repurchase is approximately RMB 38.97 million [1]

格隆汇1月4日丨四川长虹(600839.SH)公布，截至2025年12月31日，公司已累计回购股份413.63万股，占 公司截至本公告披露日总股本的比例为0.0896%，购买的最高价为人民币10.01元/股、最低价为人民币 8.66元/股，已支付的资金总额为人民币38,973,747元（不含交易费用）。 ...

证券代码：600839 证券简称：四川长虹 公告编号：临 2026-001 号 四川长虹电器股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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： | 回购方案首次披露日 | 2025/5/9 | | --- | --- | | 回购方案实施期限 | 年 月 年 月 日 2025 6 26 日~2026 6 25 | | 预计回购金额 | 人民币 25,000万元~50,000万元 | | 回购用途 | □减少注册资本 | | | √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 4,136,300股 | | 累计已回购股数占总股本比例 | 0.0896% | | 累计已回购金额 | 38,973,747元 | | 实际回购价格区间 | 8.66元/股~10.01元/股 | 不超过人民币 14 元/股调整为不超过人民币 13.95 元/股，调整后的回购价格上限于 2025 年 7 ...

Core Insights - The global TV OEM market is expected to experience a slight decline of 0.7% in 2025, entering an adjustment period due to various factors affecting demand and supply [1] Group 1: Market Dynamics - The uncertainty surrounding tariff policies is identified as the primary factor contributing to the decline, with initial tax hike expectations leading to a rush in exports, followed by a slowdown in shipments due to policy delays [1] - The domestic TV market is showing weak consumer demand in the "post-subsidy era," while overseas markets are struggling to maintain growth after a high base in 2024 [1] - The combination of "policy fluctuations" and "lackluster demand" has resulted in a forecasted "slight negative growth" for the global TV OEM market, emphasizing the importance of cost control and supply chain agility [1] Group 2: Competitive Landscape - The top five players in the global TV OEM market are experiencing changes, with TCL's MOKA maintaining the top position, while AOC and Changhong hold the second and third spots, respectively [2][4] - BOE VT and Skyworth have successfully entered the top five, while former leaders like KTC, TPV, and CaiXun have fallen out of the top tier due to increased competition [4] - Three of the top five companies are closely linked to major Chinese TV brands, indicating a strong correlation between the OEM market and domestic brands [5] Group 3: Future Outlook - The top five companies exhibit a "three up, two down" trend, with MOKA, BOE VT, and Skyworth expected to maintain growth, while AOC and Changhong are projected to experience slight declines [6] - The competition among the second to fourth ranked companies is tight, with only a 10,000 unit difference between them, suggesting potential shifts in rankings in 2026 [6] - Looking ahead to 2026, the global TV OEM market is anticipated to face challenges such as rising material costs and weakened domestic subsidies, with a projected slight decline of 0.9% in shipments [7]

Core Insights - Sichuan Province has approved the "14th Five-Year Plan" with the ambitious goal of maintaining an economic growth rate above the national average, presenting both opportunities and challenges for local industries [1] - The plan emphasizes the transformation of manufacturing towards high-end, intelligent, and green development, with a focus on technological innovation and regional coordination [1] - Changhong Holding Group's industrial layout and development strategy align closely with the provincial planning, positioning it as a potential "industry star" in the next five years [1] Group 1: Manufacturing Foundation - Changhong has established a comprehensive manufacturing system covering various processes, including molds, injection molding, and precision electronic components, which is crucial for its competitive edge [4] - The company has achieved significant production milestones, such as over 40 million units of smart home appliances annually and being the global leader in refrigerator compressor shipments for 12 consecutive years [4] - Changhong's commitment to manufacturing is evident in its extensive product range and production capabilities, which are essential for the province's industrial upgrade goals [4][6] Group 2: Industrial Internet and Digital Transformation - Changhong initiated its industrial internet platform in 2017, which has become a key support for its digital transformation and has empowered nearly 3,000 small and medium-sized enterprises [7][9] - The platform utilizes a "data + AI" core to enhance operational efficiency across various industries, significantly improving supply chain collaboration and production processes [9][10] - The company has received over 30 national and provincial honors for its industrial internet initiatives, showcasing its leadership and innovation in the sector [10] Group 3: Green Manufacturing and Sustainability - Changhong has implemented AI technology to achieve substantial carbon reduction, exceeding 50,000 tons annually, and has developed a comprehensive green manufacturing system [11][12] - The company has made significant strides in energy efficiency, such as reducing energy consumption through digital controls and innovative production techniques [12] - Changhong is actively involved in recycling and resource regeneration, with the capacity to process over 14 million discarded electrical appliances annually [13] Group 4: Smart Supply Chain and Collaboration - Changhong has developed a smart supply chain platform that integrates AI to enhance procurement processes, inventory management, and logistics, resulting in improved operational efficiency [15][17] - The platform allows for real-time tracking and automated procurement, significantly reducing approval times and enhancing supply chain resilience [15][17] - The company has successfully transformed its supply chain collaboration model, fostering a digital ecosystem that promotes shared risks and benefits among partners [17][18] Group 5: Future Outlook and Innovation - Changhong has been recognized as a pioneer in the development of a trusted data space, which aims to facilitate data sharing and drive new productivity in the manufacturing sector [18][19] - The company continues to innovate and expand into future industries such as healthcare and robotics, reinforcing its commitment to high-quality development [19] - With over 60 years of experience, Changhong is poised to redefine its growth boundaries and achieve new heights in becoming a world-class enterprise [19]

Core Viewpoint - The black home appliance sector experienced a slight decline of 0.29% on December 31, with Zhaochi Co., Ltd. leading the losses, while the Shanghai Composite Index rose by 0.09% to close at 3968.84 [1] Group 1: Market Performance - The black home appliance sector's stocks showed mixed performance, with notable gainers including *ST Gauss, which rose by 5.03%, and Jiulian Technology, which increased by 3.55% [1] - The sector's overall trading volume was significant, with Zhaochi Co., Ltd. recording a trading volume of 67,180,000 yuan [1] Group 2: Capital Flow - The black home appliance sector saw a net outflow of 76.2042 million yuan from main funds, while retail investors contributed a net inflow of 55.0643 million yuan [1] - Individual stocks within the sector experienced varied capital flows, with *ST Gauss attracting a net inflow of 11.6348 million yuan from main funds, while Zhaochi Co., Ltd. faced a net outflow of 31.0489 million yuan [2]

（文章来源：证券日报） 证券日报网讯 12月29日，四川长虹发布公告称，四川长虹第十二届董事会第四十二次会议审议通过 《关于公司2025年度"提质增效重回报"行动方案半年度评估报告的议案》等多项议案。 ...

第三条 本制度所称对外担保是指公司及下属子公司为他人提供的担 保，包括对其控股子公司的担保。担保形式包括保证、抵押、质押及其他方 式。本制度所称对外担保总额是指包括公司对外担保总额与公司下属子公 司对外担保总额之和。 第四条 公司及下属子公司原则上不得为其非控股子公司提供担保。公 司及下属子公司原则上不得为非法人单位或自然人提供担保 （公司及子公 司因从事房地产业务为购房客户提供按揭担保除外）。 第五条 公司对外担保实行统一管理，未经公司董事会或股东会审议通 过，公司及下属子公司不得提供担保，其他任何人不得以公司或公司下属子 公司名义签署对外担保的合同、协议或其他形式的法律文件。下属子公司拟 发生对外担保事项时，应在其董事会或股东会做出决议前按照本制度规定 对外担保管理制度 四川长虹电器股份有限公司 对外担保管理制度 第一章 总 则 第一条 为规范四川长虹电器股份有限公司（以下简称公司）的对外担 保行为，有效控制公司对外担保风险，保护投资者合法权益，确保公司资产 安全，促进公司健康稳定地发展，根据《中华人民共和国公司法》《上市公 司监管指引第 8 号——上市公司资金往来、对外担保的监管要求》《上海证 券交易所 ...

四川长虹电器股份有限公司 董事、高级管理人员所持公司股份及其变动管理制度 董事、高级管理人员所持公司股份及其变动管理制度 第一章 总则 第一条 为加强对四川长虹电器股份有限公司（以下简称公司或 本公司）董事、高级管理人员所持公司股份及其变动的管理，维护证 券市场秩序，根据《中华人民共和国公司法》（以下简称《公司法》） 《中华人民共和国证券法》（以下简称《证券法》）《上市公司董事 和高级管理人员所持本公司股份及其变动管理规则》《上海证券交易 所股票上市规则》《上海证券交易所上市公司自律监管指引第8 号— —股份变动管理》《上海证券交易所上市公司自律监管指引第 15 号 ——股东及董事、高级管理人员减持股份》等有关法律、行政法规、 部门规章、规范性文件（以下统称法律法规）及《四川长虹电器股份 有限公司章程》（以下简称《公司章程》）的有关规定，结合公司实 际情况，制定本制度。 第二条 本制度适用范围：公司董事和高级管理人员所持本公司 股票及其变动的管理。本制度所称高级管理人员是指公司的总经理、 副总经理、财务负责人、董事会秘书以及其他由董事会明确聘任为公 司高级管理人员的人员。 第三条 公司董事和高级管理人员所持公 ...