惠而浦股价下跌近12%，或创下自2025年7月以来的最大百分比跌幅。 ...

来源：滚动播报 惠而浦推出8亿美元股票及可转换证券发行计划后，股价下跌8%。 ...

现对2026年1月国内新能源重卡市场主要特点进行简析。 1 特点一：13连大涨 销量创史上同期新高 表1，2025年1月~2026年1月我国新能源重卡销量及同比（数据来源：终端上牌） | | | | | | 2025 年 | | | | | | | | 2026年 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | す目 | 10月 | 11月 | 12月 | 1月 | | 各月销量 (辆) | 7085 | 8187 | 15026 | 15830 | 15103 | 1800 T | 16636 | 1776 ട | 2412 રે | 20090 | 27960 | 45299 | 16070 | | 上年同期销量 | 3623 | 2025 | 5306 | 4590 | 5196 | 6974 | 6613 | 6303 | 7883 | 8247 | 10054 | 15200 | 708 ...

在"政策+市场+产品"多轮驱动下，2025年我国新能源重卡各月销量同比实现了"12连大涨"，可谓"一路狂飙"；全年累计销量高达23.11万辆，同比大涨 182%。特别是2025年12月，销量达到4.53万辆，创下史上月度最高。 根据终端上牌数据，2026年1月我国新能源重卡实销1.61万辆（16070辆，不含出口，下同），销量创历史同期新高，并居史上月度第八；环比下降65%， 同比继续实现翻倍增长（127%），收获了2026年新能源重卡市场的"开门红"。 现对2026年1月国内新能源重卡市场主要特点进行简析。 1 特点一：13连大涨 销量创史上同期新高 表1，2025年1月~2026年1月我国新能源重卡销量及同比（数据来源：终端上牌） | | | | | | 2025 年 | | | | | | | | 2026年 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | す目 | 10月 | 11月 | ...

证券日报网2月5日讯，惠而浦（600983）在接受调研者提问时表示，公司始终重视人才激励与长期价值 创造，在条件成熟且符合战略发展需求的情况下，将积极评估股权激励的可行性。 ...

Group 1 - The company management will continuously monitor changes in the international environment [1] - In response to the complex and changing external environment, the company is enhancing its competitiveness while maintaining ongoing communication with customers [1] - The company and its subsidiaries will conduct foreign exchange hedging activities based on actual business needs to mitigate and prevent exchange rate risks [1]

Core Insights - The core viewpoint of the article emphasizes that technological innovation is the key driver of long-term growth for the company [1] Group 1: Business Strategy - The company has been continuously launching high-end products in recent years [1] - It actively deepens collaboration with core customers while also exploring new markets [1] Group 2: Cost Management - The company focuses on value-creating cost reduction through process restructuring, technological empowerment, and organizational optimization [1] - This approach aims to maintain competitiveness while achieving continuous cost reduction [1]

Group 1 - The core viewpoint of the article is that Whirlpool (600983) has potential for increased capacity utilization and the injection of washing machine assets will benefit the company's future washing machine business, particularly in the dryer segment [1] Group 2 - The company indicates that there is still room for growth in its capacity utilization [1] - The addition of washing machine assets enhances the product line of the listed company [1] - The development of the washing machine business, especially dryers, is expected to be positively impacted by this asset injection [1]

Group 1 - The white goods sector increased by 2.29% on February 4, with Whirlpool leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Key stocks in the white goods sector showed varied performance, with Whirlpool rising by 7.62% to a closing price of 12.00 [1] Group 2 - The net inflow of main funds in the white goods sector was 629 million yuan, while retail funds saw a net outflow of 378 million yuan [1] - Midea Group had a main fund net inflow of 296 million yuan, but also experienced a retail net outflow of 205 million yuan [2] - Gree Electric experienced a main fund net inflow of 168 million yuan, with a retail net outflow of 118 million yuan [2]

Market Overview - The white goods sector increased by 0.05% on February 3, with Whirlpool leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up by 1.29%, while the Shenzhen Component Index closed at 14127.1, up by 2.19% [1] Stock Performance - Whirlpool (600983) closed at 11.15, with a rise of 2.39% and a trading volume of 77,200 shares, amounting to a transaction value of 85.91 million yuan [1] - Snowball Electric (001387) closed at 14.80, up by 1.86%, with a trading volume of 34,200 shares and a transaction value of 50.25 million yuan [1] - Hisense Home Appliances (000921) closed at 23.94, increasing by 1.70%, with a trading volume of 76,300 shares and a transaction value of 182 million yuan [1] - Haier Smart Home (600690) closed at 25.20, up by 0.80%, with a trading volume of 388,500 shares and a transaction value of 977 million yuan [1] - Midea Group (000333) closed at 77.91, with a slight increase of 0.08%, trading 345,000 shares for a total of 2.692 billion yuan [1] - Other notable performances include Gree Electric (000651) down by 0.47% and TCL Smart Home (002668) down by 0.81% [1] Capital Flow - The white goods sector saw a net inflow of 137 million yuan from institutional investors, while retail investors experienced a net outflow of 61.62 million yuan [1] - The capital flow for major stocks indicates that Midea Group had a net inflow of 26.3 million yuan from institutional investors, but a net outflow of 79.25 million yuan from retail investors [2] - Haier Smart Home had a net inflow of 38.57 million yuan from institutional investors, with a net outflow of 1.88 million yuan from retail investors [2] - Gree Electric experienced a significant net outflow of 143 million yuan from institutional investors [2] - Deep Kangjia A (000016) faced a substantial net outflow of 15.33 million yuan from institutional investors, while retail investors had a net inflow of 1.22 million yuan [2]