Market Overview - The white goods sector experienced a slight decline of 0.05% on December 19, with Midea Group leading the drop [1] - The Shanghai Composite Index closed at 3890.45, up 0.36%, while the Shenzhen Component Index closed at 13140.22, up 0.66% [1] Stock Performance - Notable gainers in the white goods sector included: - Xueqi Electric (14.31, +2.51%, 41,600 shares, 59.01 million CNY) - TCL Smart Home (10.84, +2.07%, 124,500 shares, 133 million CNY) - Changhong Meiling (6.60, +1.54%, 78,400 shares, 51.44 million CNY) [1] - Midea Group's stock closed at 79.45, down 0.48%, with a trading volume of 278,000 shares and a transaction value of 2.205 billion CNY [1] Capital Flow - The white goods sector saw a net outflow of 78.22 million CNY from institutional investors and 78.94 million CNY from retail investors, while retail investors had a net inflow of 157 million CNY [1] - Specific stock capital flows included: - Gree Electric: -24.78 million CNY from institutional investors, -21.92 million CNY from retail investors, and -2.87 million CNY from individual investors [2] - TCL Smart Home: +15.61 million CNY from institutional investors, -12.50 million CNY from retail investors, and -3.10 million CNY from individual investors [2] - Midea Group: -69.72 million CNY from institutional investors, -53.02 million CNY from retail investors, and +123 million CNY from individual investors [2]

Core Viewpoint - Whirlpool announced plans to sign a supplementary agreement regarding component procurement with Whirlpool Corporation due to actual operational and business development needs [1] Group 1 - The announcement was made on the evening of December 18 [1] - The agreement aims to address the company's operational and business development requirements [1]

Core Viewpoint - The report by Zhiyan Consulting highlights the trends and investment outlook for the Chinese washing machine industry from 2025 to 2031, indicating a slight decline in production in October 2025 while showing overall growth in the first ten months of the year [1] Industry Overview - According to the National Bureau of Statistics, the production of household washing machines in China in October 2025 was 11.04 million units, representing a year-on-year decrease of 2% [1] - Cumulatively, from January to October 2025, the total production of household washing machines reached 101.078 million units, reflecting a growth of 6.4% compared to the same period in the previous year [1] Companies Involved - The report mentions several key players in the industry, including Midea Group (000333), Haier Smart Home (600690), Gree Electric Appliances (000651), Whirlpool (600983), TCL Technology (000100), and Skyworth Digital (000810) [1]

Market Overview - The white goods sector experienced a decline of 0.62% on December 18, with Aucma leading the drop [1] - The Shanghai Composite Index closed at 3876.37, up 0.16%, while the Shenzhen Component Index closed at 13053.98, down 1.29% [1] Individual Stock Performance - Whirlpool (600983) closed at 9.62, up 0.52% with a trading volume of 20,000 shares and a turnover of 19.2182 million yuan [1] - Snowball Electric (001387) closed at 13.96, up 0.43% with a trading volume of 44,600 shares and a turnover of 62.3946 million yuan [1] - Changhong Meiling (000521) closed at 6.50, down 0.15% with a trading volume of 58,300 shares and a turnover of 37.9871 million yuan [1] - Haier Smart Home (600690) closed at 27.41, down 0.29% with a trading volume of 179,900 shares and a turnover of 493 million yuan [1] - Gree Electric (000651) closed at 40.96, down 0.34% with a trading volume of 247,400 shares and a turnover of 1.012 billion yuan [1] - Hisense Home Appliances (000921) closed at 25.83, down 0.46% with a trading volume of 33,400 shares and a turnover of 86.2352 million yuan [1] - Midea Group (000333) closed at 79.83, down 0.80% with a trading volume of 214,100 shares and a turnover of 1.710 billion yuan [1] - TCL Smart Home (002668) closed at 10.62, down 0.84% with a trading volume of 80,800 shares and a turnover of 85.7174 million yuan [1] - Deep Blue Konka A (000016) closed at 5.14, down 1.53% with a trading volume of 169,000 shares and a turnover of 87.2602 million yuan [1] - Aucma (600336) closed at 9.10, down 4.71% with a trading volume of 710,900 shares and a turnover of 648 million yuan [1] Capital Flow Analysis - The white goods sector saw a net inflow of 11.5501 million yuan from institutional investors, while retail investors contributed a net inflow of 56.1258 million yuan [1] - However, there was a net outflow of 67.6759 million yuan from speculative funds [1] Detailed Capital Flow by Company - Midea Group (000333) had a net inflow of 10.2 million yuan from institutional investors, but a net outflow of 11.9 million yuan from speculative funds [2] - Gree Electric (000651) saw a net inflow of 13.5475 million yuan from institutional investors, with a net outflow of 30.2722 million yuan from retail investors [2] - Hisense Home Appliances (000921) had a net inflow of 5.6853 million yuan from institutional investors, but a net outflow of 6.9064 million yuan from retail investors [2] - Changhong Meiling (000521) experienced a net outflow of 26.61 million yuan from institutional investors [2] - Whirlpool (600983) had a net outflow of 35,100 yuan from institutional investors [2] - Snowball Electric (001387) saw a net outflow of 1.3889 million yuan from institutional investors [2] - TCL Smart Home (002668) had a net outflow of 6.753 million yuan from institutional investors [2] - Deep Blue Konka A (000016) experienced a significant net outflow of 15.4027 million yuan from institutional investors [2] - Haier Smart Home (600690) had a net outflow of 21.8413 million yuan from institutional investors [2] - Aucma (600336) faced a substantial net outflow of 63.8104 million yuan from institutional investors [2]

Group 1 - The core point of the article is that Whirlpool announced the convening of its fourth temporary board meeting for 2025 on December 18, 2025, to review the proposal for signing a supplementary agreement regarding component procurement and related transactions [1] - For the year 2024, Whirlpool's revenue composition is reported to be 97.28% from the home appliance manufacturing sector and 2.72% from other businesses [1] - As of the time of reporting, Whirlpool's market capitalization stands at 7.4 billion yuan [1]

Core Viewpoint - The company plans to sign a supplemental agreement regarding component procurement with Whirlpool Corporation, aimed at enhancing operational efficiency and competitiveness [1][2]. Group 1: Agreement Details - The supplemental agreement applies to the procurement of components and parts, establishing initial agreed prices for new components through mutual negotiation [1]. - A minimum cost reduction ratio is mandated for all purchase orders (PO) of components, with specific implementation timelines based on production start dates [1]. - Existing components already on sale are excluded from the cost reduction terms and will be negotiated separately [1]. Group 2: Agreement Duration and Validity - The effective period of the supplemental agreement is from January 1, 2026, to December 10, 2029 [2]. - All other terms of the original global supply agreement remain fully valid unless otherwise specified in the supplemental agreement [2]. Group 3: Strategic Implications - The signing of this supplemental agreement follows a tender offer and represents a further commitment to product supply agreements, aligning with the company's operational needs and business development [2]. - This agreement is expected to enhance the company's overall competitiveness and promote long-term stable development [2].

Core Viewpoint - The company plans to sign a supplemental agreement regarding component procurement with Whirlpool Corporation, aimed at enhancing operational efficiency and competitiveness [1][2]. Group 1: Agreement Details - The supplemental agreement applies to the procurement of components and parts, establishing a process for determining initial agreed prices for new components [1]. - A minimum cost reduction ratio is mandated for all purchase orders (PO) under the agreement, with specific timelines for implementation based on production start dates [1]. - Existing components already on sale are excluded from the cost reduction terms and will be negotiated separately [1]. Group 2: Agreement Duration and Validity - The effective period of the supplemental agreement is from January 1, 2026, to December 10, 2029 [2]. - All other terms of the original global supply agreement remain valid unless specified otherwise in the supplemental agreement, which takes precedence in case of conflicts [2]. Group 3: Strategic Implications - The signing of this supplemental agreement follows a tender offer and represents a further commitment to product supply agreements with Whirlpool Corporation, aligning with the company's operational needs and business development goals [2]. - This agreement is expected to enhance the company's overall competitiveness and promote long-term stable development [2].

证券代码：600983 证券简称：惠而浦 公告编号：2025-038 惠而浦（中国）股份有限公司 关于拟签署《<全球供应协议>有关元器件采购的补充协议》 暨关联交易的公告 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： 因实际经营及业务发展需求，公司拟与 Whirlpool Corporation（以下简 称"惠而浦集团"）签署《<全球供应协议>有关元器件采购的补充协议》（以 下简称"本次交易"）。 惠而浦集团为公司关联人，本次交易构成关联交易，但不构成《上市公 司重大资产重组管理办法》规定的重大资产重组。 至本次交易止，过去 12 个月内除经股东大会审议的关联交易外，公司 未与惠而浦集团及其控制的下属企业发生其他关联交易事项。 本次交易已经公司 2025 年第四次临时董事会审议通过，尚需提交公司 股东大会审议。 一、本次交易概述 2021 年 5 月要约收购完成后，惠而浦（中国）投资有限公司（以下简称"惠 而浦投资"）持有公司 19.9%股份，成为公司第二大股东，惠而浦集团是惠而浦 投资的实际控制人。经公司 2 ...

证券代码：600983 证券简称：惠而浦 公告编号：2025-040 惠而浦（中国）股份有限公司 关于2025年第二次临时股东大会增加临时提案的公告 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、 股东大会有关情况 2025年第二次临时股东大会 2. 股东大会召开日期：2025 年 12 月 29 日 3. 股权登记日 1. 股东大会的类型和届次： | 股份类别 | 股票代码 | 股票简称 | 股权登记日 | | --- | --- | --- | --- | | Ａ股 | 600983 | 惠而浦 | 2025/12/22 | 二、 增加临时提案的情况说明 公司已于2025 年 12 月 12 日公告了股东大会召开通知，单独持有19.90%股 份的股东惠而浦（中国）投资有限公司，在2025 年 12 月 17 日提出临时提案并 书面提交股东大会召集人。股东大会召集人按照《上市公司股东大会规则》有关 规定，现予以公告。 3. 临时提案的具体内容 公司于 2025 年 12 月 17 日收到股东惠而浦（中国）投资有限公司《 ...

证券代码：600983 股票简称：惠而浦 公告编号：2025-039 惠而浦（中国）股份有限公司 本公司监事会及全体监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。 惠而浦（中国）股份有限公司（以下简称"公司"）2025 年第三次临时监事 会会议通知于 2025 年 12 月 15 日以电子邮件方式发出，会议于 2025 年 12 月 18 日以通讯表决的方式召开。4 名监事参与表决。本次会议召开程序符合《公司法》 和《公司章程》的规定。 2025年第三次临时监事会决议公告 一、审议通过"关于拟签署《<全球供应协议>有关元器件采购的补充协议》 暨关联交易的议案" 惠而浦（中国）股份有限公司监事会 二〇二五年十二月十九日 监事会认为：公司拟与Whirlpool Corporation签署《<全球供应协议>有关元 器件采购的补充协议》事项，符合公司正常生产经营的客观需要，有利于公司长 期稳定的发展，不存在损害公司及其股东特别是中小股东利益的情形。 表决结果：4票同意，0票弃权，0票反对。 特此公告。 ...