证券日报网讯 12月9日，莱克电气发布公告称，截至2025年12月9日，公司已累计归还临时补充流动资 金的闲置募集资金人民币20，000万元。 （文章来源：证券日报） ...

| 证券代码：603355 | 证券简称：莱克电气 | 公告编号：2025-069 | | --- | --- | --- | | 转债代码：113659 | 转债简称：莱克转债 | | 自公司第六届董事会第二十一次会议审议通过后，公司及子公司实际使用 20,000 万元闲置募集资金补充流动资金。公司严格按照中国证监会《上市公司募 集资金监管规则》和《上海证券交易所上市公司自律监管指引第 1 号——规范运 作》等相关规定，在使用募集资金临时补充流动资金期间，对资金进行合理安排， 提高了募集资金的使用效率。 | 发行名称 | 2022年向不特定对象发行可转换公司债券 | | --- | --- | | 募集资金到账时间 | 2022年10月20日 | | 临时补流募集资金金额（万元） | 20,000 | | 补流期限 | 2025年10月28日至2026年1月27日 | 二、归还募集资金的相关情况 重要内容提示： 截至 2025 年 12 月 9 日，公司已累计归还临时补充流动资金的闲置募集 资金人民币 20,000 万元。 一、募集资金临时补充流动资金情况 莱克电气股份有限公司（以下简称"公司"）于 202 ...

格隆汇12月8日丨莱克电气(603355.SH)公布，近日，公司收到实际控制人倪祖根先生及一致行动人莱克 投资的告知函，获悉其在2025年11月19日至2025年12月8日期间，通过上海证券交易所系统以集中竞价 交易方式合计减持"莱克转债"132.43万张，占发行总量的11.04%。 ...

Core Viewpoint - Lek Electric (603355.SH) announced a significant reduction in its convertible bonds by its actual controller, Ni Zugen, and his concerted party, Lek Investment, indicating a strategic shift in their investment approach [1] Group 1 - The company received a notification letter regarding the reduction of "Lek Convertible Bonds" totaling 1.3243 million units [1] - This reduction represents 11.04% of the total issuance of the convertible bonds [1] - The reduction occurred between November 19, 2025, and December 8, 2025, through centralized bidding on the Shanghai Stock Exchange [1]

| 证券代码：603355 | 证券简称：莱克电气 | 公告编号：2025-068 | | --- | --- | --- | | 债券代码：113659 | 债券简称：莱克转债 | | 莱克电气股份有限公司 关于债券持有人持有可转债比例变动达 10%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、可转债配售情况 经上海证券交易所自律监管决定书〔2022〕307 号文同意，可转换公司债券 于 2022 年 11 月 15 日在上海证券交易所挂牌交易，债券简称"莱克转债"，债券 代码"113659"。 公司控股股东莱克电气投资集团有限公司（以下简称"莱克投资"）、实际控 制人倪祖根先生及其一致行动人苏州立达投资有限公司（以下简称"立达投资"） 通过原股东优先配售合计认购"莱克转债" 6,398,150 张（人民币 639,815,000 元），占发行总量的 53.32%。 二、可转债历次变动情况 2023 年 9 月 4 日至 2025 年 3 月 10 日期间，公司控股股东莱克投资及实际 控制人倪祖根先生通过 ...

Investment Rating - The report maintains a positive outlook on the home appliance sector, with the sector index outperforming the CSI 300 index, increasing by 1.8% compared to the 1.3% rise of the CSI 300 [4][5]. Core Insights - The report highlights significant sales growth for Stone Technology during the Black Friday period, with a 41% increase in vacuum cleaner sales and a 361% increase in floor washing machines in Europe [4][13]. - Luck Electric announced its participation in a private equity fund, investing 20 million yuan, which represents 62.40% of the total subscription amount, focusing on equity investment in Shenzhen Cloud Leopard Intelligent Co., a semiconductor company [4][14]. - The report identifies three main investment themes: 1. White goods benefiting from favorable real estate policies and low valuations, recommending companies like Hisense, Midea, and Gree [4]. 2. Export-driven companies like Ousheng Electric and Dechang Co. are expected to see revenue growth due to large customer orders [4]. 3. Core components in the white goods sector are expected to see increased demand, with recommendations for companies like Huaxiang and Shun'an [4]. Data Observations - In October 2025, the air conditioning sector saw a total production of 10.13 million units, a year-on-year decrease of 27.90%, with domestic sales down 21.30% [4][36]. - The refrigerator sector reported a production of 8.27 million units, down 9.8% year-on-year, with domestic sales decreasing by 10.76% [4][42]. - The washing machine sector experienced a slight production decrease of 0.2%, but exports increased by 6.41% [4][46]. - The report notes that raw material prices for copper and aluminum have risen, with copper prices up 22.52% year-on-year [4][16].

Group 1 - The company, Lek Electric, has signed a partnership agreement with Xiamen Zongheng Jinding Private Fund Management Co., Ltd. and other limited partners to establish a venture capital partnership aimed at investing in emerging industries [2] - The total fundraising target for the partnership is RMB 32.05 million, with Lek Electric committing RMB 20 million, representing 62.4025% of the total contributions [2] - The partnership will primarily focus on equity investments, specifically targeting Shenzhen Yunbao Intelligent Co., Ltd. or its future actual listing entity [2] Group 2 - The partnership has completed its business registration and obtained a business license from the relevant authorities, with the partnership named "Gongqingcheng Jintang Venture Capital Partnership (Limited Partnership)" [3] - The partnership is classified as a limited partnership, with Xiamen Zongheng Jinding Private Fund Management Co., Ltd. serving as the executive partner [3] - The partnership's establishment date is August 22, 2025, and it will engage in private equity investment, investment management, and asset management activities [3] Group 3 - This investment allows the company to leverage the expertise and resources of professional investment institutions, enhancing its ability to seize opportunities in emerging industries and diversify its investment channels [4] - The investment is funded by the company's own capital, and the company will only bear limited liability for the partnership's debts, ensuring controllable risk [4] - The investment will not adversely affect the company's cash flow or financial performance, nor will it harm the interests of the company and its shareholders [4]

莱克电气股份有限公司 关于参与认购投资基金份额的进展公告 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。 | 证券代码：603355 | 证券简称：莱克电气 公告编号：2025-067 | | --- | --- | | 转债代码：113659 | 转债简称：莱克转债 | 合伙企业（有限合伙）合伙协议》（以下简称"《合伙协议》"）。合伙企业募集资 金总规模拟为人民币 3,205 万元，其中公司作为有限合伙人以自有资金认缴出资 人民币 2,000 万元，占认缴出资总额的 62.4025%。 合伙企业的主营业务以股权投资为主，拟对深圳云豹智能股份有限公司或其 未来实际上市主体（以下简称"投资标的"）进行股权投资。 | 投资标的名称 | 共青城金棠创业投资合伙企业（有限合伙） | | | | --- | --- | --- | --- | | | （以下简称"合伙企业"） | | | | 投资金额（万元） | 2,000 | | | | 投资进展阶段 | 完成 ☑进展 | 终止 | 交易要素变更 | | | 募集失败 未能 ...

莱克电气公告称，公司与普通合伙人纵横金鼎及其他有限合伙人共同签署合伙协议，参与认购共青城金 棠创业投资合伙企业份额。合伙企业募资总规模拟为3205万元，公司以自有资金认缴2000万元，占比 62.4025%，拟对深圳云豹智能进行股权投资。近日，合伙企业已完成工商变更登记并取得营业执照， 但尚未完成中基协备案，投资存在不确定性。 ...

Market Overview - The small home appliance sector increased by 0.19% on December 2, with Lek Electric leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Lek Electric (603355) closed at 33.52, up 6.75% with a trading volume of 95,800 shares and a turnover of 313 million yuan [1] - Other notable performers included Ousheng Electric (301187) with a 2.13% increase, and Kaineng Health (300272) with a 1.09% increase [1] - The overall performance of the small home appliance stocks showed mixed results, with some stocks experiencing declines [2] Capital Flow - The small home appliance sector saw a net inflow of 66.24 million yuan from institutional investors, while retail investors experienced a net outflow of 68.35 million yuan [2] - The capital flow data indicates that while institutional investors were net buyers, retail investors were net sellers in the sector [3] Individual Stock Capital Flow - Stone Technology (688169) had a net inflow of 32.78 million yuan from institutional investors, but a net outflow of 20.05 million yuan from retail investors [3] - Lek Electric (603355) also saw a net inflow of 22.14 million yuan from institutional investors, with retail investors withdrawing 16.42 million yuan [3] - Ousheng Electric (301187) had a significant net inflow of 13.99 million yuan from institutional investors, but a notable net outflow of 16.25 million yuan from retail investors [3]