证券之星消息，11月24日白色家电板块较上一交易日下跌0.18%，TCL智家领跌。当日上证指数报收于 3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。白色家电板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600336 | 澳柯玛 | 7.81 | 5.11% | 37.39万 | | 2.91亿 | | 000016 | 深康佳A | 5.15 | 2.39% | 27.55万 | | + 1.41亿 | | 001387 | 雪祺电气 | 13.47 | 1.66% | 3.58万 | 4809.85万 | | | 600983 | 惠而浦 | 9.98 | 1.53% | - 2.46万 | 2457.56万 | | | 000921 | 海信家电 | 26.40 | 1.38% | 10.10万 | | 2.67亿 | | 000521 | 长ª 美泰 | 6.71 | 0.60% | 5.43万 | 3632.90万 ...

Market Overview - The white goods sector increased by 0.54% on November 21, with Midea Group leading the gains [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Midea Group closed at 78.75, up 1.04% with a trading volume of 439,500 shares and a transaction value of 3.443 billion yuan [1] - Haier Smart Home closed at 27.02, up 0.86% with a trading volume of 528,300 shares and a transaction value of 1.427 billion yuan [1] - Gree Electric Appliances closed at 40.25, down 0.25% with a trading volume of 550,900 shares and a transaction value of 2.218 billion yuan [1] - Hisense Home Appliances closed at 26.04, down 0.80% with a trading volume of 99,600 shares and a transaction value of 261 million yuan [1] - TCL Smart Home closed at 10.50, down 1.04% with a trading volume of 143,300 shares and a transaction value of 152 million yuan [1] - Aucma closed at 7.43, down 1.33% with a trading volume of 213,100 shares and a transaction value of 159 million yuan [1] - Whirlpool closed at 9.83, down 3.06% with a trading volume of 29,200 shares and a transaction value of 29.104 million yuan [1] - Deep Kangjia A closed at 5.03, down 3.08% with a trading volume of 352,600 shares and a transaction value of 179 million yuan [1] - Changhong Meiling closed at 6.67, down 3.19% with a trading volume of 146,500 shares and a transaction value of 98.744 million yuan [1] - Snowman Electric closed at 13.25, down 5.49% with a trading volume of 39,300 shares and a transaction value of 53.1525 million yuan [1] Capital Flow - The white goods sector experienced a net outflow of 149 million yuan from institutional investors, while retail investors saw a net inflow of 4.7305 million yuan [1] - Haier Smart Home had a net inflow of 64.2082 million yuan from institutional investors, while it faced a net outflow of 92.977 million yuan from speculative funds [2] - Whirlpool had a net inflow of 578,200 yuan from institutional investors, with a net outflow of 1.4406 million yuan from retail investors [2] - Aucma experienced a net outflow of 179,900 yuan from institutional investors, while it had a net inflow of 6.4482 million yuan from speculative funds [2] - Gree Electric Appliances faced a net outflow of 1.36 million yuan from institutional investors, while retail investors had a net inflow of 7.08976 million yuan [2]

Group 1 - Fuzhou successfully auctioned 11 land parcels, raising 4.226 billion yuan, with local state-owned enterprises dominating the bidding process [1] - Among the 11 parcels, 7 were residential lands, with Fuzhou Construction Group acquiring 4 parcels for a total of 2.695 billion yuan, showcasing the strength of local state-owned enterprises [1] - The floor price for the residential lands ranged from 6,312 to 17,873 yuan per square meter, indicating a competitive bidding environment [1] Group 2 - Zhongjun Group signed a revised restructuring support agreement with a creditor group, extending the deadline to July 31, 2026, with a possible extension to October 31, 2026 [2] - Approximately 78% of planned creditors holding internal debt have joined the restructuring support agreement, marking a significant milestone in the company's debt crisis management [2] - The revised agreement allows creditors similar rights to those of bank groups, facilitating a more structured approach to debt restructuring [2] Group 3 - Wang Wei, a director at Huaxia Happiness, publicly opposed the company's pre-restructuring announcement, claiming a lack of consultation and violation of governance procedures [3] - This opposition highlights a significant governance and debt restructuring conflict within Huaxia Happiness, raising concerns about the company's future direction [3] - The situation serves as a warning for other distressed companies regarding governance and debt management practices [3] Group 4 - Gujia Home announced that its major shareholder, Hangzhou Deyejiajun, has filed for restructuring due to inability to repay debts, but the company's operations will remain unaffected [4] - The court has accepted the restructuring application, indicating potential challenges for the shareholder but limited impact on Gujia Home's control and daily operations [4] - Investors are advised to monitor the restructuring progress, particularly regarding share disposal plans and potential impacts on the company's equity structure [4] Group 5 - Zhuhai Zhimian Group received an inquiry letter from the Shanghai Stock Exchange regarding its plan to sell 100% of its subsidiary, Zhuhai Gree Real Estate, for 5.518 billion yuan [5] - The inquiry focuses on legal risks related to the transaction, including guarantees and potential asset impairments, which are critical for ensuring compliance and transaction integrity [5] - The sale is part of the company's strategy to divest from real estate and focus on the duty-free business, with the cash proceeds expected to support expansion [5]

Market Overview - The white goods sector increased by 0.66% on November 20, with Hisense Home Appliances leading the gains [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Individual Stock Performance - Hisense Home Appliances (000921) closed at 26.25, up 1.35% with a trading volume of 73,200 shares and a turnover of 191 million yuan [1] - Haier Smart Home (600690) closed at 26.79, up 1.02% with a trading volume of 286,200 shares and a turnover of 769 million yuan [1] - Midea Group (000333) closed at 77.94, up 0.70% with a trading volume of 261,900 shares and a turnover of 2.05 billion yuan [1] - Gree Electric Appliances (000651) closed at 40.35, up 0.47% with a trading volume of 332,900 shares and a turnover of 1.35 billion yuan [1] - Whirlpool (600983) closed at 10.14, up 0.40% with a trading volume of 15,800 shares and a turnover of 1.6 million yuan [1] - Other notable performances include Changhong Meiling (000521) at 6.89, up 0.15%, and TCL Smart Home (002668) at 10.61, down 1.67% [1] Capital Flow Analysis - The white goods sector saw a net inflow of 22.28 million yuan from institutional investors and 33.49 million yuan from retail investors, while retail investors had a net outflow of 55.77 million yuan [1] - Midea Group experienced a net inflow of 47.03 million yuan from institutional investors, while retail investors had a net outflow of 4.07 million yuan [2] - Hisense Home Appliances had a net inflow of 17.62 million yuan from institutional investors, with a significant net outflow from retail investors of 15.98 million yuan [2] - Gree Electric Appliances and TCL Smart Home both faced net outflows from institutional investors, indicating a shift in investor sentiment [2]

Market Overview - The white goods sector increased by 0.11% on November 19, with Haier Smart Home leading the gains [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Individual Stock Performance - Haier Smart Home (600690) closed at 26.52, up 0.68% with a trading volume of 201,300 shares [1] - Hisense Home Appliances (000921) closed at 25.90, up 0.39% with a trading volume of 59,200 shares [1] - TCL Smart Home (002668) closed at 10.79, up 0.37% with a trading volume of 105,000 shares [1] - Gree Electric Appliances (000651) closed at 40.16, up 0.12% with a trading volume of 218,000 shares [1] - Midea Group (000333) closed at 77.40, unchanged with a trading volume of 214,400 shares [1] - Other notable performers include Changhong Meiling (000521) down 0.15% and Whirlpool (600983) down 0.79% [1] Capital Flow Analysis - The white goods sector saw a net inflow of 236 million yuan from institutional investors, while retail investors experienced a net inflow of 57.36 million yuan [1] - Notable net inflows from institutional investors include Midea Group with 21.11 million yuan and Gree Electric Appliances with 27.48 million yuan [2] - Conversely, retail investors showed significant outflows from Midea Group (-19.62 million yuan) and Gree Electric Appliances (-43.29 million yuan) [2]

Core Viewpoint - Whirlpool has filed a complaint with the U.S. International Trade Commission (ITC) to block the import and sale of microwaves produced by competitors such as Samsung and LG, claiming these products infringe on its patented technology [1] Group 1: Company Actions - Whirlpool is seeking to protect its market by alleging that its competitors have copied its patented technology related to low-profile microwave hood combination products (LP-MHC) [1] - The company asserts that it was the sole supplier of LP-MHC products in the U.S. before the alleged infringement began [1] Group 2: Competitors - The complaint specifically targets South Korean competitors Samsung and LG for infringing on five of Whirlpool's patents [1] - Whirlpool emphasizes its role in creating the LP-MHC product category, highlighting its innovation in this market segment [1]

Market Overview - The white goods sector experienced a decline of 1.0% on November 18, with major stocks like Deep Konka leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance - Key stocks in the white goods sector showed varied performance, with the following notable changes: - Snow Qi Electric: Closed at 14.38, up 0.14% - Gree Electric: Closed at 40.11, down 0.20% - Midea Group: Closed at 77.40, down 0.68% - Haier Smart Home: Closed at 26.34, down 0.87% - Deep Konka A: Closed at 5.38, down 2.89% [1] Capital Flow - The white goods sector saw a net outflow of 312 million yuan from institutional investors, while retail investors contributed a net inflow of 385 million yuan [1] - Detailed capital flow for specific stocks includes: - Deep Konka A: Net outflow of 55.04 million yuan from institutional investors, with a retail net inflow of 43.96 million yuan [2] - TCL Smart Home: Net outflow of 20.99 million yuan from institutional investors, with a retail net inflow of 15.50 million yuan [2] - Gree Electric: Net outflow of 3.94 million yuan from institutional investors, with a retail net inflow of 32.46 million yuan [2]

Market Overview - The white goods sector experienced a decline of 0.74% on November 14, with Hisense Appliances leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Aokema (600336) saw a significant increase in its closing price to 7.70, up by 5.62% with a trading volume of 668,600 shares [1] - Whirlpool (600983) closed at 10.35, up 0.78%, with a trading volume of 52,000 shares [1] - Midea Group (000333) closed at 79.23, down 0.46%, with a trading volume of 273,100 shares [1] - Gree Electric (000651) closed at 40.62, down 0.93%, with a trading volume of 351,200 shares [1] - Hisense Appliances (000921) closed at 26.74, down 1.76%, with a trading volume of 81,800 shares [1] Capital Flow - The white goods sector experienced a net outflow of 164 million yuan from institutional investors, while retail investors saw a net inflow of 129 million yuan [1] - Aokema had a net inflow of 52.74 million yuan from institutional investors, while retail investors had a net outflow of 27.33 million yuan [2] - Midea Group had a net inflow of 10.00 million yuan from institutional investors, but retail investors experienced a net outflow of 20.38 million yuan [2] - Hisense Appliances faced a net outflow of 31.43 million yuan from institutional investors, while retail investors had a net inflow of 23.60 million yuan [2]

Core Insights - Appaloosa LP, led by David Tepper, reported a total market value of $7.38 billion for its U.S. stock holdings as of September 30, 2025, reflecting a 14% increase from the previous quarter's $6.45 billion [1][2] - The firm added 10 new stocks, increased holdings in 9 stocks, reduced holdings in 24 stocks, and completely sold out of 3 stocks, with the top 10 holdings accounting for 57.59% of the total market value [1][2] Holdings Summary - Alibaba (BABA.US) is the largest holding with 6.45 million shares valued at approximately $1.15 billion, representing 15.61% of the portfolio, down 8.73% from the previous quarter [2][3] - Amazon (AMZN.US) ranks second with 2.5 million shares valued at about $550 million, making up 7.43% of the portfolio, a decrease of 7.41% in share count [2][3] - Whirlpool (WHR.US) is the third largest holding with 5.5 million shares valued at around $430 million, a significant increase of 1966.95% in share count [3][5] - Nvidia (NVDA.US) is fourth with 1.9 million shares valued at approximately $354 million, an increase of 8.57% in share count [3][5] - Google (GOOG.US) is fifth with about 1.39 million shares valued at around $337 million, down 7.50% in share count [3][5] Significant Transactions - Appaloosa significantly increased its holdings in the KraneShares CSI China Internet ETF (KWEB.US), Qualcomm (QCOM.US), and Baidu (BIDU.US) [5] - The firm completely sold out of Intel (INTC.US), Oracle (ORCL.US), and Beike (BEKE.US) [5] - The top five purchases by percentage change in the portfolio included Whirlpool, AMD, KWEB, Qualcomm, and Fiserv (FISV.US) [6][7] - The top five sales by largest value included UnitedHealth (UNH.US), Intel, Vistra Energy (VST.US), Amazon, and Meta (META.US) [6][7]

位列第四，持仓190万股，持仓市值约3.5亿美元，占投资组合比例为4.80%，持仓数量较上季度增加8.57%。 位列第五，持仓约139万股，持仓市值约3.4亿美元，占投资组合比例为4.58%，持仓数量较上季度下降7.50%。 | Stock | History | | Shares Held or | Market Value | % of | Previous 0/o of | Rank | Change in | % Change | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | Sector | Principal | > | Portfolio | Portfolio | | Shares | | | | | | Amt | | | | | | | | BABA | History | COMMUNICATIONS | 6,450,000 | 1,152,808,500 | 15.61% | 12.43% | 1 | -617,271 | -8.73% | | AMZN | History | CONSUMER ...