从资金流向上来看，当日厨卫电器板块主力资金净流入372.75万元，游资资金净流出1124.05万元，散户 资金净流入751.3万元。厨卫电器板块个股资金流向见下表： 证券之星消息，9月8日厨卫电器板块较上一交易日上涨1.57%，奥普科技领涨。当日上证指数报收于 3826.84，上涨0.38%。深证成指报收于12666.84，上涨0.61%。厨卫电器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) | | --- | --- | --- | --- | --- | --- | | 603551 | 奥普科技 | 13.11 | 5.13% | 5.57万 | 7261.77万 | | 002508 | 老板电器 | 20.31 | 2.21% | 9.03万 | 1.83亿 | | 300894 | 火星人 | 13.67 | 1.64% | 7.89万 | 1.08亿 | | 002543 | 万和电气 | 12.03 | 1.35% | - 5.06万 | 6071.71万 | | 002035 | 来皇服役 | 6.45 | 1.10% | 8.54万 ...

从基金十大重仓股角度 9月8日，奥普科技涨5.05%，截至发稿，报13.10元/股，成交2883.05万元，换手率0.59%，总市值51.11 亿元。 资料显示，奥普智能科技股份有限公司位于浙江省杭州经济技术开发区21号大街210号，成立日期2004 年9月9日，上市日期2020年1月15日，公司主营业务涉及主要从事浴霸、集成吊顶等家居产品的研发、 生产、销售及相关服务的提供。主营业务收入构成为：电器78.12%，材料20.15%，其他(补充)1.73%。 责任编辑：小浪快报 数据显示，招商基金旗下1只基金重仓奥普科技。招商丰茂灵活混合发起式A（005906）二季度持有股 数2.82万股，占基金净值比例为0.56%，位居第二大重仓股。根据测算，今日浮盈赚取约1.78万元。 招商丰茂灵活混合发起式A（005906）基金经理为王宇。 截至发稿，王宇累计任职时间1年165天，现任基金资产总规模2.26亿元，任职期间最佳基金回报 10.62%， 任职期间最差基金回报3.95%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式 ...

Group 1 - The kitchen and bathroom appliance sector increased by 1.05% on September 5, with Aopu Technology leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] - Aopu Technology's closing price was 12.47, with a rise of 1.71%, and a trading volume of 17,600 lots, amounting to 21.61 million yuan [1] Group 2 - The main funds in the kitchen and bathroom appliance sector experienced a net outflow of 13.30 million yuan, while retail funds saw a net outflow of 7.38 million yuan [1] - Aopu Technology had a net inflow of 5.14 million yuan from retail investors, despite a net outflow of 4.17 million yuan from speculative funds [2] - Zhejiang Meida experienced a significant net outflow of 8.66 million yuan from main funds, while retail investors contributed a net inflow of 6.93 million yuan [2]

Group 1 - The company will hold its third extraordinary general meeting of shareholders on September 10, 2025, at 14:30 in Hangzhou, Zhejiang Province [5][6] - The meeting will include a cash dividend distribution proposal, where the company plans to distribute 3.0 RMB per 10 shares, totaling approximately 115.12 million RMB, which represents 86.62% of the net profit attributable to the parent company for the first half of 2025 [5][6] - The company proposes to cancel the supervisory board and amend its articles of association, transferring the supervisory functions to the audit committee [7][8] Group 2 - Shareholders and their representatives have the right to speak, inquire, and vote during the meeting, and must register to speak before the meeting starts [2][3] - The voting will be conducted through a combination of on-site and online methods, with specific time slots for each voting method [5][6] - The company will not provide gifts or accommodation for shareholders attending the meeting, ensuring equal treatment for all [4]

公司代码：603551 公司简称：奥普科技 奥普智能科技股份有限公司 AUPU Intelligent Technology Corporation Limited 2025 年第三次临时股东大会 会议资料 二○二五年九月 奥普智能科技股份有限公司 2025年第三次临时股东大会资料 七、主持人可安排公司董事、监事、高级管理人员回答股东所提问题。对于 可能将泄露公司商业秘密及/或内幕信息，损害公司、股东共同利益的提问，主 持人或其指定的有关人员有权拒绝回答。 八、出席股东大会的股东及股东代理人，应当对提交表决的议案发表如下意 见之一：同意、反对或弃权。未填、错填、字迹无法辨认的表决票、未投的表决 奥普智能科技股份有限公司 2025 年第三次临时股东大会会议须知 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证 大会的顺利进行，根据《上市公司股东大会规则》《公司章程》和《股东大会议 事规则》等法律、法规及公司相关制度的规定，特制定本须知。 一、为确认出席大会的股东或其代理人或其他出席者的出席资格，会议工作 人员将对出席会议者的身份进行必要的核对工作，请被核对者给予配合。 二、出席会议的股东或其代 ...

Group 1 - The kitchen and bathroom appliance sector experienced a slight decline of 0.14% on September 2, with Mars Man leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] - Among the individual stocks in the kitchen and bathroom appliance sector, Rising Sun Oriental saw the highest increase of 5.75%, closing at 11.95 [1] Group 2 - The net inflow of main funds in the kitchen and bathroom appliance sector was 46.88 million yuan, while retail funds saw a net inflow of 38.06 million yuan [2] - However, there was a net outflow of 84.94 million yuan from speculative funds [2] - The overall trading volume and turnover for the sector were significant, with Rising Sun Oriental achieving a turnover of 1.444 billion yuan [1]

Group 1 - The kitchen and bathroom appliance sector increased by 0.4% on September 1, with Yitian Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] - Key stocks in the kitchen and bathroom appliance sector showed varied performance, with Yitian Intelligent closing at 56.52, up 2.21%, and Boss Electric down 0.74% at 20.20 [1] Group 2 - The sector experienced a net outflow of 82.14 million yuan from institutional investors, while retail investors saw a net inflow of 73.39 million yuan [1] - Individual stock fund flows indicated that Yitian Intelligent had a significant net outflow of 67.55 million yuan from institutional investors, while retail investors contributed a net inflow of 41.65 million yuan [2] - Other notable fund flows included Mars Man with a net inflow of 4.95 million yuan from institutional investors and a net outflow of 1.51 million yuan from retail investors [2]

Market Overview - The kitchen and bathroom appliance sector experienced a decline of 1.16% on August 29, with Mars Man leading the drop [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] Stock Performance - Key stocks in the kitchen and bathroom appliance sector showed varied performance: - Aopu Technology (603551) closed at 12.46, up 1.30% with a trading volume of 30,400 shares and a turnover of 37.84 million yuan - Boss Electric (002508) closed at 20.35, down 0.20% with a trading volume of 112,500 shares and a turnover of 22.90 million yuan - Mars Man (300894) closed at 13.73, down 3.17% with a trading volume of 107,200 shares and a turnover of 148 million yuan [1] Capital Flow - The kitchen and bathroom appliance sector saw a net outflow of 106 million yuan from main funds, while retail investors contributed a net inflow of 101 million yuan [1] - Detailed capital flow for specific stocks indicates: - Yitian Smart (300911) had a main fund net inflow of 2.89 million yuan, while retail investors contributed 11.08 million yuan - Aopu Technology (603551) experienced a main fund net outflow of 427,500 yuan, with retail investors contributing a net inflow of 1.94 million yuan [2] - Mars Man (300894) faced a main fund net outflow of 13.46 million yuan, while retail investors had a net inflow of 13.78 million yuan [2]

Core Viewpoint - Aopu Technology's H1 2025 financial results show a decline in revenue but an increase in net profit, indicating mixed performance influenced by the real estate market [1][2]. Financial Performance - In H1 2025, Aopu Technology achieved revenue of 820 million yuan, a year-over-year decrease of 4.9% [1]. - The net profit attributable to shareholders for H1 2025 was 130 million yuan, reflecting a year-over-year increase of 7.8% [1]. - For Q2 2025, the company reported revenue of 470 million yuan, down 1.5% year-over-year, and a net profit of 80 million yuan, up 15.4% year-over-year [1]. Business Segment Analysis - The electrical appliances segment generated revenue of 670 million yuan in H1 2025, a year-over-year increase of 0.9% [1]. - The materials segment saw revenue decline to 140 million yuan, a year-over-year drop of 21.3%, primarily due to low demand in the real estate sector [1]. Profitability and Cost Management - Aopu Technology's gross margin for H1 2025 was 44.5%, a decrease of 1.5 percentage points year-over-year [2]. - The gross margins for the electrical appliances and materials segments were 50.5% and 16.8%, respectively, with year-over-year declines of 2.7 percentage points and 5.1 percentage points [2]. - The net profit margin for Q2 2025 reached 17.3%, an increase of 2.5 percentage points year-over-year, attributed to a reduction in expense ratios [2]. Expense Management - The company successfully reduced its expense ratio by 4.6 percentage points year-over-year, with significant reductions in advertising expenses, which fell by 38.2% [2]. Future Outlook - Aopu Technology's projected net profits for 2025-2027 are 310 million, 330 million, and 360 million yuan, corresponding to price-to-earnings ratios of 16, 14, and 13 times, respectively [3]. - The target price for the company is set at 16.1 yuan, maintaining a "recommended" rating [3].

证 券 研 究 报 告 奥普科技（603551）2025 年半年报点评 推荐（维持） 费用控制良好，业绩有所提升 目标价：16.1 元 事项： [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 1,866 | 1,926 | 2,027 | 2,154 | | 同比增速(%) | -6.5% | 3.2% | 5.2% | 6.3% | | 归母净利润(百万) | 297 | 305 | 332 | 358 | | 同比增速(%) | -3.9% | 2.6% | 8.9% | 7.9% | | 每股盈利(元) | 0.76 | 0.78 | 0.85 | 0.92 | | 市盈率(倍) | 16 | 16 | 14 | 13 | | 市净率(倍) | 3.3 | 3.1 | 3.1 | 3.0 | 资料来源：公司公告，华创证券预测 注：股价为 2025 年 8 月 27 公司研究 小家电Ⅲ 2025 年 08 月 28 日 | | | ...