（文章来源：每日经济新闻） 根据指数编制规则，中证细分产业主题指数系列由细分食品、细分有色、细分化工、细分机械等7条指 数组成，分别从相关细分产业中选取规模较大、流动性较好的50只上市公司证券作为指数样本。如果过 去一年，日均成交额、日均总市值排名落后，可能面临被剔除指数，以确保指数对板块的整体代表性。 但如若下次调样符合指数规则，仍有可能再度被纳入。 12月15日，诸多指数成分股完成定期更新。中证细分食品指数（000815.CSI）也迎来成分股的"吐故纳 新"：其中，会稽山、技源集团、一鸣食品、安德利被新晋纳入细分食品指数成分股，伊力特、广州酒 家、三全食品、云南能投被同步剔除，成分股总数量维持50只不变。 跟踪细分食品的ETF数量合计3只，其中规模最大的为食品饮料ETF（515170.SH），目前规模为61.56亿 元。最新申赎清单显示，食品饮料ETF（515170.SH）已完成调仓，持有会稽山、技源集团、一鸣食 品、安德利合计0.74%。 ...

Investment Rating - The report maintains a "Positive" investment rating for the home appliance industry, indicating an expectation of returns that outperform the market benchmark by over 5% [5][13]. Core Insights - The optimization and continuation of the "Two New" policies are expected to activate greater consumer potential in the home appliance sector. The policies aim to stimulate demand through measures such as large-scale equipment updates and trade-in programs [8]. - The domestic sales driven by government subsidies are showing marginal slowdown, but the ongoing policies are anticipated to provide sustained demand stimulation in both product and service consumption [8]. - The report highlights that the impact of Mexico's proposed tariffs on Chinese home appliance companies is limited, as the revenue contribution from this market is relatively small [8]. - The market share of Miniled TVs is on the rise, with RGB-Miniled technology expected to lead the next generation of display technology upgrades, enhancing the competitive edge of Chinese brands in the global market [8]. Summary by Sections Investment Recommendations and Targets - Domestic sales are expected to benefit from the "Two New" policy, with leading white goods companies likely to gain more from trade-in programs due to their higher efficiency and mature management processes [3]. - Key investment themes include: - Leading companies with higher operational efficiency and mature overseas production layouts, such as Midea Group, Haier Smart Home, and Hisense Visual, are recommended for stable allocation [3]. - The long-term focus on overseas expansion is emphasized, with Stone Technology highlighted as a potential beneficiary [3]. - Companies with stable core business performance and potential for a second growth curve, such as Anfu Technology, are also noted [3].

证券日报网讯 12月12日，安孚科技（603031）在互动平台回答投资者提问时表示，公司始终致力于为 股东创造长期价值，对于涉及象帝先的并购重组等投资事宜，公司将结合市场环境、公司财务状况及战 略规划等多方面因素综合研判，审慎评估并制定最适合的策略。相关信息请以公司正式公告为准。 ...

证券之星消息，12月12日电池板块较上一交易日上涨0.39%，锦富技术领涨。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。电池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) | | | --- | --- | --- | --- | --- | --- | --- | | 300128 | 锦富技术 | 7.72 | 10.13% | 132.74万 | | 10.15 Z | | 603031 | 安孚科技 | 44.19 | 10.01% | 14.20万 | | 6.10亿 | | 688392 | 骄成超声 | 113.56 | 7.89% | 2.41万 | | 2.64亿 | | 618889 | 天能股份 | 33.57 | 4.91% | 6.70万 | | 2.22亿 | | 300409 | 道氏技术 | 22.26 | 3.29% | 39.48万 | | 8.68 Z | | 300648 | 星云股份 | 51.91 | 3.26% | 7.07万 | | 3.62亿 | | ...

（文章来源：证券日报） 证券日报网讯 12月5日，安孚科技在互动平台回答投资者提问时表示，公司在各期定期报告及公告中披 露的财务数据均严格遵守企业会计准则及信息披露相关规定，所关注的数据差异，主要是由于披露口径 不同所致：在安孚科技2022年年度报告中，所披露的南孚电池营业收入37.13亿元，为南孚电池主体及 其控股子公司合并报表口径的营业收入；而在亚锦科技2022年年度报告中，所披露的南孚电池营业收入 23.59亿元，为南孚电池单体报表口径的营业收入。两者均真实、准确，差异原因在于统计范围不同。 ...

Group 1: Major Transactions - Bohai Chemical is planning to sell 100% equity of Tianjin Bohai Petrochemical and acquire control of Anhui Taida New Materials through a combination of share issuance and cash payment, leading to a significant asset restructuring [1] - Zhongneng Electric is set to acquire 65% equity and debt from three companies, which may constitute a major asset restructuring but will not involve share issuance or change in control [4] - Hai Tai Development has decided to terminate the acquisition of controlling interest in Zhixueyun Technology due to disagreements on key terms, ensuring no adverse impact on normal business operations [5] Group 2: Performance Updates - Wen's shares reported a sales revenue of 3.324 billion yuan from meat chickens in November, marking a year-on-year increase of 10.18% [6] - Shuguang shares saw a 71.07% year-on-year increase in vehicle sales, totaling 207 units in November [6] - Muyuan shares experienced a decline in sales revenue from commodity pigs, reporting 9.39 billion yuan, a decrease of 20.43% year-on-year [6] - Pengding Holdings reported a 5.58% year-on-year decrease in consolidated revenue for November [6] Group 3: Industry Developments - Xiangxi Dairy reported a 6.3% month-on-month increase in fresh milk production in November, although it saw a year-on-year decline of 6.47% [7] - Baisheng Intelligent plans to acquire 51% equity in Zhongke Shengu, which focuses on the research and application of core technologies for embodied intelligent robots [7]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，12月5日，盘后美利信披露增持情况。赛微电子、天赐材料、欧晶科技、粤万年青、新媒股 份、赛力斯、全新好、明新旭腾、东星医疗、爱旭股份、电魂网络、隆华新材、超捷股份、永鼎股份、 多氟多、创耀科技、安德利、统一股份、希荻微、科林电气、合兴包装等21家上市公司披露减持情况。 | | | 12月5日上市公司盘后增持情况 | | --- | --- | --- | | 1 | 美利信 | 控股股东拟5000万元-1亿元增持公司股份 | | | | 12月5日上市公司盘后减持情况 | | 1 | 塞微电子 | 董事、高管拟合计减持不超15.22万股 | | 2 | 天赐材料 | 董事和高级管理人员拟合计减持不超92.4万股公司股份 | | 3 | 欧晶科技 | 股东万兆慧谷拟减持不超3%公司股份 | | 4 | 粤万年青 | 合和投资12月3日-4日减持218.39万股 | | 5 | 新媒股份 | 股东横琴红土融耀拟减持不超0.11%股份 | | e | 塞力斯 | 非执行董事周昌玲计划减持不超0.000057%股份 | | 7 | 全新 ...

安德利公告，持股5%以上股东广州统一企业有限公司持有公司股份2132.77万股，占6.25%，计划自本 公告之日起15个交易日后的3个月内，通过集中竞价方式减持不超过341.2万股，占1.00%，所减持股份 均为IPO前取得。 ...

南财智讯12月5日电，安德利公告，截至本减持计划披露日，广州统一企业有限公司持有公司股份2133 万股，约占公司总股本的6.25%。广州统一计划通过集中竞价方式减持公司股份数量不超过341.2万股， 即不超过总股本的1.00%。减持期间为本公告之日起15个交易日后的3个月内，减持价格视市场价格确 定。若减持计划实施期间公司有送股、资本公积金转增股本、配股等股份变动事项，上述股份数量将做 相应调整。本次减持原因为股东自身资金需求，减持计划实施不会导致上市公司控制权发生变更。 ...

证券日报网讯 12月4日晚间，安德利发布公告称，控股股东BVI东华于2025年10月30日至12月4日通过集 中竞价累计减持3，412，000股，占总股本1.00%，减持计划已完成。 （文章来源：证券日报） ...