Market Overview - The small home appliance sector increased by 0.26% on August 29, with Ecovacs leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Top Performers - Ecovacs (603486) closed at 96.89, up 3.68% with a trading volume of 67,400 shares and a transaction value of 646 million [1] - Beiyikang (6610Z8) closed at 41.86, up 2.60% with a trading volume of 34,000 shares and a transaction value of 144 million [1] - Biyi Co. (603215) closed at 21.93, up 2.29% with a trading volume of 94,200 shares and a transaction value of 205 million [1] Underperformers - Fujia Co. (603219) closed at 19.32, down 8.17% with a trading volume of 206,000 shares and a transaction value of 407 million [2] - Xiaoxiong Electric (002959) closed at 52.46, down 3.58% with a trading volume of 76,800 shares [2] - Lek Electric (603355) closed at 23.08, down 3.35% with a trading volume of 68,400 shares and a transaction value of 158 million [2] Capital Flow - The small home appliance sector experienced a net outflow of 210 million from institutional investors, while retail investors saw a net inflow of 96.66 million [2] - The sector's capital flow indicates a mixed sentiment among different investor types, with institutional investors pulling back while retail investors are more active [2] Detailed Capital Flow Analysis - Biyi Co. (603215) had a net inflow of 13.51 million from institutional investors, but a net outflow of 13.99 million from retail investors [3] - Ousheng Electric (301187) saw a net inflow of 11.66 million from institutional investors, with a net outflow of 15.37 million from retail investors [3] - Jiyang Co. (002403) experienced a net outflow of 2.40 million from institutional investors, while retail investors contributed a net inflow of 7.55 million [3]

Investment Rating - The investment rating for the company is "Buy" (maintained) [6] Core Views - The company's revenue performance was below expectations, with a 1% year-on-year increase in total revenue for H1 2025, amounting to 4.781 billion yuan, and a 29% decline in net profit attributable to shareholders, totaling 428 million yuan [6] - The company successfully completed the production transfer of its products exported to the U.S., overcoming challenges such as local labor shortages and supply chain issues, ensuring timely delivery of orders [6] - New business development is progressing well, with over 400 million yuan in new orders for core components and the launch of nearly 60 new products, including innovative water purification products [6] - The company is expanding its overseas production capacity to mitigate trade friction, with new factories in Vietnam and Thailand expected to significantly reduce tariff burdens [6] Financial Data and Profit Forecast - Total revenue forecast for 2025 is 10.238 billion yuan, with a year-on-year growth rate of 4.8% [2] - Net profit attributable to shareholders is projected to be 1.040 billion yuan for 2025, reflecting a decline of 15.4% year-on-year [2] - Earnings per share (EPS) is expected to be 1.81 yuan for 2025 [2] - The gross profit margin is forecasted to be 23.6% for 2025 [2] - Return on equity (ROE) is projected at 19.7% for 2025 [2] Market Data - The closing price of the stock on August 28, 2025, was 23.88 yuan, with a market capitalization of 13.639 billion yuan [3] - The stock has a price-to-book ratio of 2.7 and a dividend yield of 6.28% [3] - The stock's price-to-earnings ratio is projected to be 13 for 2025 [2][3]

智通财经APP讯，莱克电气(603355.SH)披露2025年半年度报告，报告期公司实现营收47.81亿元，同比 增长0.65%;归母净利润4.28亿元，同比下降29.01%;扣非净利润4.15亿元，同比下降30.01%;基本每股收 益0.75元。 ...

Group 1 - Xinhua Media achieved a net profit of 32.34 million yuan in the first half of 2025, a year-on-year increase of 9.29% [1] - Xinhua Media's operating income for the first half of 2025 was 631 million yuan, a year-on-year growth of 2.45% [1] - China Galaxy reported a net profit of 6.488 billion yuan, up 47.86% year-on-year, with an operating income of 137.47 billion yuan, a 37.71% increase [2] Group 2 - Lek Electric's net profit decreased by 29.01% to 428 million yuan, despite a slight revenue increase of 0.65% to 4.781 billion yuan [3] - Honghui Fruits and Vegetables reported a net profit of 6.9243 million yuan, down 44.82%, with revenue of 470 million yuan, up 7.86% [4] - Bull Group's net profit fell by 8% to 2.06 billion yuan, with a revenue decline of 2.6% to 8.168 billion yuan [5] Group 3 - Nanshan Aluminum achieved a net profit of 2.625 billion yuan, a year-on-year increase of 19.95%, with operating income of 17.274 billion yuan, up 10.25% [6] - Zhujiang Beer reported a net profit of 612 million yuan, a 22.51% increase, with revenue of 3.198 billion yuan, up 7.09% [8] - Baolong Technology's net profit decreased by 9.15% to 135 million yuan, with revenue growth of 24.06% to 3.95 billion yuan [10] Group 4 - Jindi Co. reported a net profit of 75.93 million yuan, a year-on-year increase of 32.86%, with operating income of 835 million yuan, up 40.57% [12] - China Vision Media turned a profit with a net profit of 19.9811 million yuan, compared to a loss of 18.4349 million yuan in the previous year, despite a revenue decline of 10.75% to 229 million yuan [14] - Botao Bio's net profit fell by 82.82% to 12.4024 million yuan, with revenue down 23.91% to 203 million yuan [16] Group 5 - Caitong Securities reported a net profit of 1.083 billion yuan, a year-on-year increase of 16.85%, with operating income of 2.959 billion yuan, down 2.19% [18] - Yili Group's net profit decreased by 4.39% to 7.2 billion yuan, with revenue growth of 3.49% to 61.777 billion yuan [19] - Springlight Technology achieved a net profit of 7.3787 million yuan, a year-on-year increase of 83.73%, with revenue of 251 million yuan, up 39.6% [20] Group 6 - China Haifeng reported a net profit of 94.5739 million yuan, a year-on-year increase of 25.48%, with operating income of 1.385 billion yuan, up 19.64% [21] - Zhongke Titanium White's net profit decreased by 14.83% to 259 million yuan, with revenue growth of 19.66% to 3.77 billion yuan [23] - Huasheng Tiancai turned a profit with a net profit of 14 million yuan, compared to a loss in the previous year, despite a revenue decline of 10.75% to 226 million yuan [25] Group 7 - Shen Zhou Cell reported a net loss of 33.7711 million yuan, with revenue down 25.50% to 972 million yuan [26] - Meihu Co. achieved a net profit of 101 million yuan, a year-on-year increase of 10.26%, with operating income of 1.075 billion yuan, up 10.74% [28] - Jifeng Technology plans to apply for a comprehensive credit of 170 million yuan to supplement working capital [29] Group 8 - Foton Motor reported a net profit of 777 million yuan, a year-on-year increase of 87.57%, with operating income of 30.371 billion yuan, up 26.71% [41] - BOE Technology achieved a net profit of 3.247 billion yuan, a year-on-year increase of 42.15%, with operating income of 110.278 billion yuan, up 8.45% [42] - CIMC reported a net profit of 1.278 billion yuan, a year-on-year increase of 47.63%, with operating income of 76.09 billion yuan, down 3.82% [43]

| 证券代码：603355 | 证券简称：莱克电气 | 公告编号：2025-048 | | --- | --- | --- | | 债券代码：113659 | 债券简称：莱克转债 | | 莱克电气股份有限公司 关于公司2025年半年度募集资金存放与 实际使用情况的专项报告 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个别及连带责任。 根据中国证券监督管理委员会《上市公司监管指引第 2 号——上市公司募集 资金管理和使用的监管要求》、《上海证券交易所上市公司自律监管指引第 1 号 ——规范运作》和莱克电气股份有限公司（以下简称"公司"或"莱克电气"） 《募集资金管理办法》等相关规定，现将公司 2025 年半年度募集资金存放与实 际使用情况专项报告说明如下： 一、募集资金基本情况 （一）实际募集资金金额及到账时间 经中国证券监督管理委员会《关于核准莱克电气股份有限公司公开发行可转 换公司债券的批复》（证监许可【2022】2065 号）核准，并经上海证券交易所同 意，公司向不特定对象发行可转换公司债券 1,200 万张，每张面值为人民币 1 ...

| 证券代码：603355 | 证券简称：莱克电气 | 公告编号：2025-049 | | --- | --- | --- | | 债券代码：113659 | 债券简称：莱克转债 | | 重要内容提示： 一、日常关联交易基本情况 （一） 日常关联交易履行的审议程序 2025年4月11日，公司独立董事召开第六届董事会独立董事专门会议2025年 第一次会议，经公司独立董事一致同意，审议通过了《关于公司2025年度预计日 常关联交易的议案》，并同意将该议案提交公司董事会审议。 2025年4月15日，公司第六届董事会第十六次会议和第六届监事会第十二次 会议均审议通过了《关于公司2025年度预计日常关联交易的议案》。在审议时， 关联董事作了回避表决，其他非关联董事全票同意，无反对和弃权。 2025年8月25日，公司独立董事召开第六届董事会独立董事专门会议2025年 第二次会议，经公司独立董事一致同意，审议通过了《关于调整公司2025年度预 计日常关联交易的议案》，并同意将该议案提交公司董事会审议。 2025年8月28日，公司第六届董事会第二十次会议审议通过了《关于调整公 司2025年度预计日常关联交易的议案》。在审议时 ...

| 证券代码：603355 | 证券简称：莱克电气 | 公告编号：2025-050 | | --- | --- | --- | | 债券代码：113659 | 债券简称：莱克转债 | | 莱克电气股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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个别及连带责任。 重要内容提示： https://roadshow.cnstock.com） 会议召开方式：网络平台在线交流互动 投资者可于 2025 年 08 月 29 日(星期五)至 09 月 04 日(星期四)16:00 前 将需要了解与关注的问题通过电子邮件的形式发送至公司邮箱 lexy@kingclean.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 莱克电气股份有限公司（以下简称"公司"）已于 2025 年 8 月 29 日发布公 司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度 经营成果、财务状况，公司计划于 2025 年 09 月 05 日下午 15:00-16:0 ...

一、董事会会议召开情况 莱克电气股份有限公司（以下简称"公司"）第六届董事会第二十次会议于 2025 年 8 月 18 日以邮件形式发出会议通知，并于 2025 年 8 月 28 日以通讯表决 的方式召开。本次会议应到董事 8 名，实到董事 8 名，符合召开董事会会议的法 定人数。会议由公司董事长倪祖根先生主持，公司高级管理人员列席了会议。会 议程序符合《中华人民共和国公司法》及《公司章程》的有关规定，会议合法有 效。 二、董事会会议审议情况 | 证券代码：603355 | 证券简称：莱克电气 | 公告编号：2025-044 | | --- | --- | --- | | 债券代码：113659 | 债券简称：莱克转债 | | 莱克电气股份有限公司 第六届董事会第二十次会议决议公告 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个别及连带责任。 （一）审议通过《关于公司 2025 年半年度报告及摘要的议案》 具体内容详见上海证券交易所网站：http://www.sse.com.cn。 本议案在提交董事会前已经公司第六届董事会审计委员会第 ...

| 证券代码：603355 | 证券简称：莱克电气 | 公告编号：2025-047 | | --- | --- | --- | | 债券代码：113659 | 债券简称：莱克转债 | | 莱克电气股份有限公司 关于回购注销部分限制性股票通知债权人的公告 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个别及连带责任。 一、通知债权人的理由 莱克电气股份有限公司（以下简称："公司"）于 2025 年 8 月 28 日召开了第 六届董事会第二十次会议，审议通过了《关于回购注销部分激励对象已获授但尚 未解锁的限制性股票及调整回购价格的议案》。具体内容详见公司同日于上海证券 交易所网站（www.sse.com.cn）及指定媒体披露的《关于回购注销部分激励对象 已获授但尚未解锁的限制性股票及调整回购价格的公告》（公告编号：2025-046）。 鉴于 23 名激励对象在个人层面绩效考核得分未达"100"以及 4 名已获授限 制性股票的激励对象因个人原因已离职，不再具备激励对象资格，根据公司《2020 年限制性股票激励计划（草案）》的相关规定以及公司股 ...

| 证券代码：603355 | 证券简称：莱克电气 | 公告编号：2025-045 | | --- | --- | --- | | 债券代码：113659 | 债券简称：莱克转债 | | 莱克电气股份有限公司 关于 2020 年限制性股票激励计划首次授予部分 第五个限售期解除限售条件成就的公告 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个别及连带责任。 重要内容提示： 5、2020 年 9 月 22 日，公司披露了《关于 2020 年限制性股票激励计划首次 授予结果公告》，首次授予 1,007.25 万股限制性股票于 2020 年 9 月 18 日在中国 证券登记结算有限责任公司上海分公司完成股份登记。登记完成后，公司总股本 由 401,000,000 股变更为 411,072,500 股。 莱克电气股份有限公司（以下简称"公司"）2020 年限制性股票激励计 划首次授予部分第五个限售期解除限售条件已成就，本次符合解除限售条件的激 励对象共 236 名，可解除限售的限制性股票数量为 2,256,030 股，占公司目前总 股本的 0. ...