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。 ...

惠而浦（中国）股份有限公司 证券代码:600983 股票简称：惠而浦 公告编号：2025-037 1、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" 因实际经营及业务发展需求，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》。 本议案已分别经公司独立董事专门会议、董事会战略委员会审议通过，并同 意将本议案提交公司董事会审议。 2025年第四次临时董事会决议公告 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、董事会会议召开情况 惠而浦（中国）股份有限公司（以下简称"公司"）2025 年第四次临时董 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。全体董事参与表决。本次会议的召集、召开符合 有关法律法规和《公司章程》的规定，会议决议合法、有效。 二、董事会会议审议情况 公司董事会于2025年12月17日收到惠而浦（中国）投资有限公司出具的《关 于向惠而浦（ ...

2、《有关元器件采购的补充协议》的有效期自2026 年1月 1 日起至 2029 年 12 月 10 日止。 格隆汇12月18日丨惠而浦(600983.SH)公布，因实际经营及业务发展需求，公司拟与 Whirlpool Corporation（简称"惠而浦集团"）签署《有关元器件采购的补充协议》。公司与惠而浦集团拟签订《有 关元器件采购的补充协议》，主要内容如下： 1、《有关元器件采购的补充协议》适用于元器件和零件（以下合称"元器件"）的采购。每一项同意自 公司处采购并纳入工作说明书（SOW）的新元器件，均应由双方协商确定一个初始约定价格的 PO。每 一项元器件均须遵循《有关元器件采购的补充协议》约定的最低降本比例。降本比例适用于全部元器件 的 PO 价格。如果某一新元器件在某年第四季度启动生产（SOP），则降本将在第三年1月份予以实施 （于 SOP 日期之后的 12 至 15 个月后）。双方可商定高于《有关元器件采购的补充协议》约定的最低 降本目标。在此情况下，更高的降幅比例应在元器件纳入采购范畴时确定，并作为工作说明书 （SOW）的一部分予以记录。目前已在售的元器件不适用《有关元器件采购的补充协议》约定的 ...

惠而浦公告，因业务发展需求，公司拟与惠而浦集团签署《有关元器件采购的补充协议》。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。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。 ...

Market Performance - The white goods sector increased by 0.76% on December 17, with Aucma leading the gains [1] - The Shanghai Composite Index closed at 3870.28, up 1.19%, while the Shenzhen Component Index closed at 13224.51, up 2.4% [1] Individual Stock Performance - Aucma (600336) closed at 9.55, up 8.65% with a trading volume of 796,600 shares and a turnover of 73 million [1] - Other notable performers include: - Deep Blue Technology (000016) at 5.22, up 1.56% [1] - Haier Smart Home (600690) at 27.49, up 1.10% [1] - Midea Group (000333) at 80.47, up 0.64% [1] - Gree Electric (000651) at 41.10, up 0.61% [1] Capital Flow Analysis - The white goods sector saw a net inflow of 13.31 million from institutional investors, while retail investors contributed a net inflow of 16.23 million [1] - Notably, Gree Electric experienced a net outflow of 117 million from institutional investors [2] - Aucma also faced a net outflow of 30.4 million from retail investors [2] Summary of Capital Flows by Company - Gree Electric (000651): Institutional net inflow of 117 million, retail net outflow of 65.16 million [2] - Aucma (600336): Institutional net inflow of 50.08 million, retail net outflow of 19.68 million [2] - Deep Blue Technology (000016): Institutional net inflow of 14.95 million, retail net outflow of 5.09 million [2]

Core Viewpoint - Whirlpool plans to acquire washing machine-related assets from its controlling shareholder, Galanz Home Appliance, for 74.6193 million yuan to resolve industry competition issues [1][2][3] Group 1: Acquisition Details - The acquisition includes fixed assets, patents, proprietary technologies, and products related to the washing machine business [2][3] - Galanz will grant Whirlpool exclusive global licensing rights for the washing machine trademarks, ensuring brand consolidation and legal protection for market resource integration [2] - After the transaction, Galanz and its actual controller will cease production and sales of washing machines, eliminating substantial industry competition with Whirlpool [3] Group 2: Financial Performance - For the first three quarters of 2025, Whirlpool reported a net profit attributable to shareholders of 317 million yuan, a year-on-year increase of 496.88% [1][4] - The company achieved an operating income of 3.297 billion yuan, reflecting a 30.61% year-on-year growth, driven by strong overseas market demand and increased export orders [4][5] - Whirlpool's net cash flow from operating activities reached 660 million yuan, a 390.74% increase year-on-year, with cash reserves of 1.699 billion yuan [3] Group 3: Cost Management and R&D - Whirlpool has focused on cost reduction and efficiency improvement, with operating expenses decreasing significantly from 448 million yuan in 2023 to 206 million yuan in the first three quarters of 2025 [6] - The company has consistently invested over 100 million yuan in R&D annually from 2017 to 2024, with a slight decrease in R&D expenses to 120 million yuan in the first three quarters of 2025 [6] - Whirlpool's gross margin and net margin have shown steady improvement, with gross margins increasing from 13.40% in 2022 to 17.24% in the first three quarters of 2025 [6]

Group 1: JD's Housing Initiative - JD announced the provision of 15,000 "Little Brother Homes" for delivery personnel over the next five years, investing 22 billion yuan through various support methods [1] - The initiative aims to improve living conditions for delivery workers, which is crucial for maintaining service quality and market competitiveness [1] - This move reflects a strategic choice to stabilize core human resources and enhance fulfillment capabilities amid intense competition [1] Group 2: National Subsidy Policy - The Central Economic Work Conference confirmed the continuation of national subsidies next year, focusing on optimizing the "two new" policies [2] - There is a call for improved subsidy application processes to alleviate the financial burden on offline retailers [2] - Suggestions include allowing consumers to claim subsidies directly through government platforms to streamline the process [2] Group 3: Air Conditioning Industry Standards - Major air conditioning companies are pushing for the implementation of "aluminum instead of copper" standards due to rising copper prices [3] - New group standards for aluminum heat exchangers have been published, with additional standards in development [3] - The initiative aims to enhance consumer trust and address technical challenges related to aluminum heat exchangers [3] Group 4: SpaceX IPO Confirmation - Elon Musk indirectly confirmed SpaceX's plans for an IPO next year, citing the need for funding to support rising AI-related expenses [4] - SpaceX's projected revenue for next year is between 22 billion to 24 billion USD, indicating strong financial performance [4] - The IPO could invigorate the global aerospace industry's capital narrative and set a precedent for other high-investment tech companies [4] Group 5: Xiaohongshu's "Little Red Card" Suspension - Xiaohongshu announced the suspension of its "Little Red Card" service starting January 1, 2026, due to insufficient user satisfaction [6] - The service, launched in September, faced challenges in competing with established players in the local lifestyle market [6] - Users will receive full refunds without needing to take any action, reflecting the company's commitment to customer service [6] Group 6: Cloud Deep Technology Financing - Cloud Deep Technology completed over 500 million yuan in C-round financing, with participation from various financial institutions and strategic investors [7] - The funding indicates a shift in the robotics industry from exploration to practical application [7] - The involvement of industry capital may support Cloud Deep's future market strategies and capital movements [7] Group 7: Successful Launch of CubeSat by Sun Yat-sen University - A student team from Sun Yat-sen University successfully launched the "Yixian-A" CubeSat, marking a significant achievement in satellite technology [8] - The satellite will conduct various scientific experiments and technology validations during its six-month mission [8] - This project highlights the university's contributions to new engineering education and talent development [8] Group 8: Whirlpool's Acquisition of Galanz Washing Machine Assets - Whirlpool announced plans to acquire washing machine assets from its controlling shareholder Galanz for 74.6193 million yuan [9] - The acquisition aims to resolve competition issues between Whirlpool and Galanz in the washing machine sector [9] - Galanz's washing machine products have a production capacity of 2 million units annually and are sold in over 200 countries [9]

Group 1: Company Updates - Moer Thread (688795.SH) is currently in the research phase for new products and architectures, with mass production and revenue generation expected to take some time [1] - Reascent Technology (603601.SH) currently has no orders on hand for its "high silicon oxygen fiber products" [1] - Sanfu Co., Ltd. (603938.SH) plans to invest 280 million yuan to gain control of its subsidiary Sanfu New Materials [1] Group 2: Contract Awards - *ST Jiaotou (002200.SZ) has been pre-awarded the total contracting for the second sewage treatment plant and supporting pipeline project in Zhenxiong County [1] - Jinzhi Technology (002090.SZ) has won projects totaling 76.172 million yuan [1] Group 3: Equity Transactions - Xinxing Casting (000778.SZ) plans for its subsidiary to acquire 100% equity of China Resources Steel [1] - Yicheng New Energy (300080.SZ) intends to acquire 7.6923% equity of Kaifeng Times [1] Group 4: Share Buybacks - Hangcai Co., Ltd. (688563.SH) plans to repurchase shares worth 50 million to 100 million yuan [1] - Xingyu Co., Ltd. (601799.SH) intends to repurchase shares worth 200 million to 300 million yuan [1] Group 5: Shareholding Changes - Sunshine Dairy (001318.SZ) has a controlling shareholder's concerted action party planning to reduce its stake by no more than 3% [1] - Luokai Co., Ltd. (603829.SH) has investors planning to collectively reduce their stake by no more than 3% [1] - Zhenlan Instrument (301303.SZ) has Gu Liyan planning to increase its stake by 10 million to 20 million yuan [1] Group 6: Other Announcements - Chunguang Technology (603657.SH) plans to raise no more than 776 million yuan through a private placement [2] - Whirlpool (600983.SH) intends to sign an asset acquisition agreement with Galanz Home Appliances [2]

Core Viewpoint - Whirlpool (China) Co., Ltd. plans to acquire washing machine-related assets from its controlling shareholder, Guangdong Galanz Home Appliances Manufacturing Co., Ltd., for 74.6193 million yuan, which includes fixed assets, patents, proprietary technologies, and products [2][3] Group 1: Transaction Details - The acquisition includes a trademark licensing agreement, allowing Whirlpool to use the washing machine-related trademarks globally, which mitigates brand dilution risks and provides legal assurance for market resource integration [2] - As of December 2, the book value of Galanz's washing machine asset group was 74.4309 million yuan, with an assessed value of 74.6193 million yuan, resulting in an assessed increment of 188,400 yuan and an increment rate of 0.25% [3] - Whirlpool's cash reserves for the first three quarters of this year amounted to 1.699 billion yuan, providing sufficient liquidity support for the transaction [3] Group 2: Strategic Implications - Following the asset acquisition, Galanz and its actual controllers will cease production and sales of washing machines, eliminating substantial competition between Galanz and Whirlpool [3] - The acquisition model allows Whirlpool to avoid the dilution effects of equity financing while optimizing its asset structure [3] - Post-acquisition, Whirlpool is expected to integrate Galanz's production equipment, R&D patents, and technical reserves in the washing machine sector, enhancing its product matrix and leveraging its existing high-end manufacturing experience and global channels for upgrades in smart and energy-efficient products [3]

并购重组 新兴铸管：子公司芜湖新兴拟以12.44亿元收购华润制钢100%股权 新兴铸管公告称，下属全资子公司芜湖新兴铸管有限责任公司拟收购江阴华润制钢有限公司100%股权，交易对价12.44亿元。本次交易完成后，公司全资 子公司芜湖新兴将直接持有华润制钢100%股权，华润制钢纳入公司合并报表范围。 惠而浦：拟以现金方式购买控股股东格兰仕家用电器洗衣机业务有关资产 惠而浦公告称，公司拟以现金方式购买控股股东广东格兰仕家用电器制造有限公司的洗衣机（含干衣机）业务有关资产，包括固定资产、专利、专有技术 和产品。本次资产收购完成后，格兰仕家用电器及其实际控制人与公司不再存在实质性同业竞争。此外，格兰仕家用电器拟以全球范围内独占使用许可的 方式将洗衣机业务有关商标许可给公司使用。本次关联交易已经公司2025年第三次临时董事会审议通过，尚需提交公司股东大会审议。 兆新股份：拟以2.2亿元现金收购优得新能源70%股权 兆新股份公告称，公司12月10日与交易对方签署《股权收购意向协议》，拟以2.2亿元现金收购优得新能源70%股权，交易完成后标的公司将成为控股子 公司。 蓝盾光电：终止购买上海星思半导体有限责任公司股权 每经记 ...