重要内容提示： | 投资标的名称 | 厦门芯势澜算贰号创业投资基金合伙企业（有限合伙）（以下简 | | | --- | --- | --- | | | 称"合伙企业"或"标的基金"） | | | 投资金额（万元）5,300.00 | | | | 投资进展阶段 | 交易要素变更 进展 | 完成 终止 | | | 募集失败 | | | | 未能完成备案登记 | | | | 提前终止 | | | | 发生重大变更 | | | | 其他：公司本次通过认购基金份额对标的公司进行投资，系以 | | | | 获取财务回报为目的的财务性投资，对标的公司的最终持股比例 | | | | 极小。标的公司与本公司主营业务不属同一行业，且公司未对其 | | | | 形成控制，无法对其生产经营施加重大影响。鉴于该项投资份额 | | | | 极小，预计不会对公司合并财务报表构成重大影响。 | | | | 标的基金投资周期较长，在投资实施过程中可能受到（包括 | | | | 但不限于）政策法规、经济环境、行业周期、市场变化、投资标 | | | 特别风险提示 | 的经营情况等诸多因素的影响，本次投资可能存在标的企业投资 | ...

Core Insights - The kitchen and bathroom appliance sector experienced a 0.76% increase on December 2, with "Rising Sun" 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 - "Rising Sun" (603366) closed at 10.00, up 5.15%, with a trading volume of 889,500 shares and a transaction value of 878 million [1] - "Boss Electric" (002508) closed at 20.64, up 2.08%, with a trading volume of 137,100 shares and a transaction value of 282 million [1] - "Aopu Technology" (603551) closed at 12.00, up 1.95%, with a trading volume of 98,600 shares and a transaction value of 120 million [1] - "Mars Man" (300894) closed at 12.35, up 0.32%, with a trading volume of 42,100 shares and a transaction value of 51.78 million [1] - "Weisheng Shares" (002035) closed at 6.27, up 0.16%, with a trading volume of 83,900 shares and a transaction value of 5.25 million [1] - "Wanhua Electric" (002543) closed at 10.73, down 0.74%, with a trading volume of 90,000 shares and a transaction value of 9.72 million [1] - "Zhejiang Meida" (002677) closed at 8.33, down 0.83%, with a trading volume of 56,200 shares and a transaction value of 4.68 million [1] - "Shuai Xing Electric" (605336) closed at 15.59, down 1.45%, with a trading volume of 28,400 shares and a transaction value of 4.43 million [1] - "Yitian Smart" (300911) closed at 34.15, down 4.95%, with a trading volume of 38,300 shares and a transaction value of 132 million [1] Capital Flow - The kitchen and bathroom appliance sector saw a net outflow of 13.95 million from main funds, while retail funds experienced a net inflow of 21.71 million [1] - The detailed capital flow for key stocks shows varying trends in net inflows and outflows among main, retail, and speculative funds [2] - "Rising Sun" had a main fund net inflow of 53.23 million, while retail funds saw a net outflow of 45.92 million [2] - "Wanhua Electric" had a main fund net inflow of 2.97 million, with retail funds experiencing a net outflow of 8.89 million [2] - "Mars Man" had a main fund net outflow of 1.44 million, while speculative funds had a net inflow of 3.70 million [2] - "Zhejiang Meida" had a main fund net outflow of 2.38 million, with retail funds seeing a net inflow of 2.91 million [2] - "Boss Electric" had a main fund net outflow of 3.17 million, while retail funds had a net inflow of 7.85 million [2] - "Shuai Feng Electric" had a main fund net outflow of 4.94 million, with retail funds seeing a net inflow of 6.17 million [2] - "Weisheng Shares" had a main fund net outflow of 9.20 million, while speculative funds had a net inflow of 4.76 million [2] - "Aopu Technology" had a main fund net outflow of 14.43 million, with speculative funds seeing a net inflow of 10.58 million [2] - "Yitian Smart" had a main fund net outflow of 34.59 million, while speculative funds had a net inflow of 10.51 million [2]

Group 1 - Shuaifeng Electric announced an investment of 53 million yuan as a limited partner in the Xiamen Chip Force Lan Fund, which will directly invest in Super Fusion Digital Technology Co., Ltd. This investment represents about half of the fund's total subscribed capital of 105.838 million yuan [2][4] - This marks the second listed company to indirectly invest in Super Fusion within a month, alongside other institutions and individual investors such as Advantage Jin Control (Shanghai) Asset Management Co., Ltd. and Fujian Bingzhong Investment Co., Ltd. [4] - Super Fusion Digital Technology Co., Ltd. was formerly Huawei's X86 server business, which was spun off in 2021 and is now a leader in AI servers in China, with a product line that includes general servers, AI servers, and critical business servers [4] Group 2 - Shuaifeng Electric's core integrated stove business is facing challenges due to shrinking market demand and intense competition, leading to a decline in performance. The company's revenue for the first three quarters was 190 million yuan, a year-on-year decrease of 39.42%, and the net profit attributable to shareholders was 2.9455 million yuan, down 93.32% [4] - In the third quarter alone, Shuaifeng Electric reported revenue of 59.39 million yuan, a year-on-year decline of 25.6%, and a net loss of 350,000 yuan, a decrease of 109.1% year-on-year [4] - The investment aims to achieve financial returns and allows Shuaifeng Electric to enter the rapidly developing computing infrastructure sector through the fund subscription [4]

公告显示，本次投资的资金来源为帅丰电器自有资金，公司以认缴出资额为限对合伙企业债务承担责 任，风险可控。本次投资不会影响公司日常经营所需现金流，对公司财务状况和经营成果不存在重大不 利影响，不存在损害公司及全体股东利益的情形。（朱帆） 文：朱帆 来源：上海证券报·中国证券网 上证报中国证券网讯 12月1日晚，帅丰电器发布公告称，为把握新兴产业投资机遇，拓展多元投资渠 道，公司于2025年11月17日与普通合伙人优势金控（上海）资产管理有限公司及有限合伙人福建炳中投 资有限公司、玖势通源（上海）数字科技有限公司、杭州汇方私募基金管理有限公司、张笑天、朱灵 洁、黄照华、赵静、王笛共同签署了《厦门芯势澜算贰号创业投资基金合伙企业（有限合伙）合伙协 议》。根据《合伙协议》约定，公司作为有限合伙人，拟以自有资金出资认购标的基金份额人民币5300 万元。 ...

证券代码：605336 证券简称：帅丰电器 公告编号：2025-035 浙江帅丰电器股份有限公司 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。 重要内容提示： | 投资标的名称 | 厦门芯势澜算贰号创业投资基金合伙企业（有限合伙）（以 | | --- | --- | | | 下简称"合伙企业"或"标的基金"） | | 投资金额（万元） | 5,300.00 | | 投资进展阶段 | 完成 终止 交易要素变更 进展 | | | 募集失败 | | | 未能完成备案登记 | | | 提前终止 | | | 发生重大变更 | | | 其他：公司本次通过认购基金份额对标的公司进行投资，系 | | | 以获取财务回报为目的的财务性投资，对标的公司的最终持 | | | 股比例极小。标的公司与本公司主营业务不属同一行业，且 | | | 公司未对其形成控制，无法对其生产经营施加重大影响。鉴 | | | 于该项投资份额极小，预计不会对公司合并财务报表构成重 | | | 大影响。 | | | 标 ...

Core Insights - The Chinese kitchen appliance market is entering a phase of stock competition by 2025, with traditional categories facing declining retail volumes and diminishing incremental benefits, while government policies promoting trade-in programs are injecting new momentum into the market [1] - Consumers are seeking healthier, more efficient kitchen solutions rather than simple replacements, leading to a transformation in market dynamics and posing challenges for many kitchen appliance companies [1] Brand Renewal - The concept of "renewal" is evolving from mere product replacement to a lifestyle upgrade, with kitchens now serving as central spaces for family interaction and health protection [2] - The company has repositioned itself as a "leader in healthy kitchen living," launching a new slogan that emphasizes the creation of life value rather than just product functionality, resonating with consumer demands for healthier kitchens [2] Product Development - The company has established a comprehensive product support system, expanding its product matrix to cover various kitchen scenarios and addressing traditional compatibility and space utilization issues [3] - The product lineup includes high-end, mid-range, and budget options, catering to diverse consumer needs and ensuring a stable growth structure [3] Technological Innovation - The company focuses on user-centered innovations, having accumulated 408 technology patents and actively participating in the formulation of industry standards [4][5] - New product features include modular designs for easy maintenance, advanced control systems for user interaction, and efficient cooking technologies that enhance the cooking experience [4][5] Marketing Strategy - The company has introduced a "feasible and quick installation" model to address consumer pain points in kitchen renovations, ensuring a smooth transition from product value to user experience [6] - Successful case studies from various stores demonstrate the effectiveness of this model, with significant increases in sales and customer satisfaction [6][7] - The marketing strategy integrates online and offline channels, creating a complete consumer journey from awareness to purchase, and has been recognized as a model for high-quality industry development [7]

Core Viewpoint - Shuaifeng Electric (605336.SH) reported a significant decline in financial performance for the first three quarters of 2025, with a 39.42% drop in revenue and a 93.32% decrease in net profit attributable to shareholders compared to the previous year [1][2]. Financial Performance Summary - The company achieved operating revenue of 1.90 billion yuan, down 39.42% year-on-year [1][2]. - The net profit attributable to shareholders was 2.95 million yuan, reflecting a 93.32% decline year-on-year [1][2]. - The net profit after deducting non-recurring gains and losses was -6.50 million yuan, a decrease of 119.54% year-on-year [1][2]. - The net cash flow from operating activities was -88.41 million yuan, down 4193.51% year-on-year [1][2]. Historical Performance Overview - In 2024, the net profit attributable to shareholders was 60.30 million yuan, a decline of 68.21% year-on-year [2]. - In 2023, the net profit attributable to shareholders was 190 million yuan, down 11.51% year-on-year [2]. - In 2022, the net profit attributable to shareholders was 214 million yuan, a decrease of 13.08% year-on-year [2][3]. Fundraising and Utilization - Shuaifeng Electric raised a total of 855 million yuan, with a net amount of 791 million yuan after deducting issuance costs [4]. - The funds were allocated as follows: 531 million yuan for a new project to produce 400,000 units of smart and energy-efficient integrated stoves, 110 million yuan for high-end kitchen product production lines, and 150 million yuan for marketing network construction [4]. Shareholder Distribution - The company distributed a cash dividend of 1.39 yuan per share (including tax) and increased capital by 0.3 shares for every share held, resulting in a total cash distribution of approximately 197.44 million yuan and a share increase of 42.61 million shares [5].

资料显示，浙江帅丰电器股份有限公司位于浙江省绍兴市嵊州市经济开发区五合西路100号，成立日期 1998年12月15日，上市日期2020年10月19日，公司主营业务涉及以集成灶为核心的新型智能厨房电器的 研发、设计、生产和销售业务。主营业务收入构成为：集成灶62.63%，其他厨房用品17.72%，木质橱 柜9.42%，再生铜7.89%，其他(补充)2.35%。 帅丰电器所属申万行业为：家用电器-厨卫电器-厨房电器。所属概念板块包括：小盘、电子商务、QFII 持股、家用电器、新零售等。 11月26日，帅丰电器盘中下跌2.10%，截至09:48，报16.35元/股，成交2013.97万元，换手率0.67%，总 市值29.99亿元。 资金流向方面，主力资金净流出353.67万元，特大单买入0.00元，占比0.00%，卖出155.08万元，占比 7.70%；大单买入220.24万元，占比10.94%，卖出418.84万元，占比20.80%。 帅丰电器今年以来股价涨30.64%，近5个交易日涨1.81%，近20日涨5.42%，近60日涨2.57%。 今年以来帅丰电器已经3次登上龙虎榜，最近一次登上龙虎榜为7月17日。 机 ...

责任编辑：小浪快报 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模18.55亿。今年以来收益69.07%，同类 排名160/8136；近一年收益69.42%，同类排名181/8058；成立以来收益226.3%。 诺安多策略混合A（320016）基金经理为孔宪政。 截至发稿，孔宪政累计任职时间5年0天，现任基金资产总规模56.08亿元，任职期间最佳基金回报 84.35%， 任职期间最差基金回报-16.74%。 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、任何形式的表述等）均只作为参考，不构成个人投资建 议。 11月25日，帅丰电器涨3.02%，截至发稿，报16.70元/股，成交1.21亿元，换手率3.98%，总市值30.63亿 元。帅丰电器股价已经连续3天上涨，区间累计涨幅6.1%。 资料显示，浙江帅丰电器股份有限公司位于浙江省绍兴市嵊州市经济开发区五合西路100号，成立日期 1998年12月15日，上市日期2020年10月19日，公司主营业务涉及以集成灶为核心的新型智能厨房电器的 研发、设计、生产和销 ...

每经AI快讯，帅丰电器（SH 605336，收盘价：16.21元）11月24日晚间发布公告称，公司第三届第十六 次董事会会议于2025年11月24日在公司会议室以现场结合通讯方式召开。会议审议了《关于变更公司 2025年度会计师事务所的议案》等文件。 每经头条（nbdtoutiao）——大鹏工业战略配售"肥"了自家人！认购价9元，上市首日涨到118元，实控 人和亲哥哥凭配售一天浮盈2492万元 （记者 曾健辉） 2024年1至12月份，帅丰电器的营业收入构成为：家用厨房电器具制造占比98.49%，其他业务占比 1.51%。 截至发稿，帅丰电器市值为30亿元。 ...