证券代码：603031 证券简称：安孚科技 公告编号：2025-090 安徽安孚电池科技股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 股东持股的基本情况 截至本公告披露日，安徽安孚电池科技股份有限公司（以下简称"公司"） 股东秦大乾先生持有本公司无限售流通股 5,083,120 股，占本公司总股本比例 1.97%。 减持计划的主要内容 秦大乾先生将根据市场价格情况，自本公告披露之日起 15 个交易日后的 90 日内通过上海证券交易所集中竞价方式拟减持公司股份数量不超过 2,578,247 股 （即不超过公司股份总数的 1%)。 上述减持主体存在一致行动人： 预披露期间，若公司股票发生停牌情形的，实际开始减持的时间根据停牌时间相应顺延。 (一)相关股东是否有其他安排 □是 √否 (二)股东此前对持股比例、持股数量、持股期限、减持方式、减持数量、减持价 1 股东名称 秦大乾 股东身份 控股股东、实控人及一致行动人 √是 □否 直接持股 5%以上股东 □是 □否 董事、 ...

人民财讯12月3日电，安孚科技（603031）12月3日公告，持股1.97%的股东秦大乾计划15个交易日后的 90日内，通过集中竞价方式减持公司股份不超过257.82万股，即不超过公司股份总数的1%。 ...

（文章来源：每日经济新闻） 每经AI快讯，12月3日，安孚科技(603031.SH)公告称，股东秦大乾计划自公告披露之日起15个交易日后 的90日内，通过集中竞价方式减持公司股份不超过257.82万股（占公司总股本的1.00%），减持原因为 个人资金需求。减持期间为2025年12月25日至2026年3月24日，若公司股票停牌则相应顺延。 ...

秦大乾先生将根据市场价格情况，自本公告披露之日起15个交易日后的90日内通过上海证券交易所集中 竞价方式拟减持公司股份数量不超过257.82万股（即不超过公司股份总数的1%)。 格隆汇12月3日丨安孚科技(603031.SH)公布，截至本公告披露日，公司股东秦大乾先生持有本公司无限 售流通股508.31万股，占本公司总股本比例1.97%。 ...

南财智讯12月3日电，安孚科技公告，截至本公告披露日，公司股东秦大乾先生持有本公司无限售流通 股508.312万股，占本公司总股本比例1.97%。秦大乾先生将根据市场价格情况，自本公告披露之日起15 个交易日后的90日内通过上海证券交易所集中竞价方式拟减持公司股份数量不超过257.8247万股（即不 超过公司股份总数的1%）。本次减持原因为个人资金需求，减持股份来源为协议转让取得。公司表 示，本次减持计划的实施存在减持时间、减持数量、减持价格的不确定性，请广大投资者注意投资风 险。 ...

格隆汇12月3日｜安孚科技(603031.SH)公告称，股东秦大乾计划自公告披露之日起15个交易日后的90日 内，通过集中竞价方式减持公司股份不超过257.82万股（占公司总股本的1.00%），减持原因为个人资 金需求。减持期间为2025年12月25日至2026年3月24日，若公司股票停牌则相应顺延。 ...

安孚科技公告，股东秦大干持有公司无限售流通股508.31万股，占总股本1.97%；计划自本公告披露之 日起15个交易日后的90日内，通过上海证券交易所集中竞价方式减持不超过257.82万股，占公司股份总 数1.00%；减持原因为个人资金需求。 ...

Investment Rating - The report maintains a "Positive" outlook for the home appliance industry in China [5]. Core Viewpoints - The expectation of interest rate cuts by the Federal Reserve is likely to boost sales in the U.S. real estate chain, particularly in home appliances and power tools by 2026. The domestic subsidy effect is slowing down, making leading companies more stable. The long-term focus remains on overseas expansion, with companies that diversify their production capacity being favored [3][7]. - Leading companies exhibit higher operational efficiency and mature overseas production layouts, making them preferred choices for stable investments. Recommended stocks include Midea Group, Haier Smart Home, and Hisense Visual [3]. - The export market holds potential, with expectations of a valuation switch by 2026, particularly for Stone Technology [3]. - Companies with stable core business performance are expected to explore new growth avenues, with Anfu Technology being highlighted [3]. Summary by Sections Investment Suggestions and Targets - Investment suggestions include focusing on leading companies with higher operational efficiency and overseas production capabilities, which are expected to perform better under pressure from demand and cost [3][7]. - The report highlights the ongoing trend of white goods production, with a total of 30.18 million units produced in December, reflecting a year-on-year decline of 14.1%. The report anticipates that leading companies will gain market share despite challenges [7]. - The cleaning appliance sector is experiencing a trend of market concentration, with the top two companies increasing their market share significantly, indicating a shift towards leading brands [7].

Core Insights - The battery sector experienced a rise of 1.11% on the previous trading day, with Wanrun New Energy leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Battery Sector Performance - Wanrun New Energy (688275) saw a significant increase of 16.88%, closing at 91.55, with a trading volume of 159,900 shares and a transaction value of 1.412 billion yuan [1] - Hunan Youneng (301358) rose by 11.01% to close at 76.51, with a trading volume of 349,700 shares and a transaction value of 2.589 billion yuan [1] - Fengyuan Co., Ltd. (002805) increased by 10.01%, closing at 20.34, with a trading volume of 364,900 shares and a transaction value of 709 million yuan [1] - Other notable performers included Binhai Energy (000695) up 10.00%, Honggong Technology (301662) up 8.81%, and Jiao Cheng Ultrasonic (688392) up 7.66% [1] Capital Flow Analysis - The battery sector saw a net inflow of 1.23 billion yuan from main funds, while retail investors experienced a net outflow of 1.441 billion yuan [2] - The overall capital flow indicates a strong interest from institutional investors despite the outflow from retail investors [2]

Core Viewpoint - The retail sector in the A-share market is experiencing significant gains, driven by a new implementation plan aimed at enhancing consumer goods supply and demand compatibility, with ambitious targets set for 2027 [1] Group 1: Market Performance - Retail stocks such as Maoye Commercial, Guangbai Shares, and Xinhua Du have reached the daily limit of 10% increase [1] - Anfu Technology has risen over 7%, Dongbai Group over 5%, and Baida Group over 4% [1] Group 2: Policy Impact - The Ministry of Industry and Information Technology, along with other departments, has jointly issued a plan to promote consumption [1] - The plan aims for a significant optimization of the consumer goods supply structure by 2027, targeting the formation of three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [1] - The initiative also focuses on creating high-quality consumer goods with cultural significance that are globally recognized [1]