石头科技股价8月27日达到年内高点222.10元。 甬兴证券有限公司研究员吴东炬、胡皓寒8月26日发布研报《石头科技2025中报点评：收入实现高增利 润有望修复》称，给予公司"买入"评级。 中国经济网北京12月15日讯石头科技（688169）(688169.SH)今日收报152.68元，跌幅3.13%。 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日小家电板块主力资金净流出3308.4万元，游资资金净流入3192.62万元，散户资 金净流入115.77万元。小家电板块个股资金流向见下表： 证券之星消息，12月15日小家电板块较上一交易日下跌0.91%，石头科技领跌。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。小家电板块个股涨跌见下表： fund ...

智通财经APP获悉，国联民生证券发布研报称，近期黑五&网一大促结束，根据黑五数据表明，海外扫 地机大盘量价齐升，而在消费者主动选择升级背景下，中国品牌在海外各市场凭借产品力优势及进取的 价格策略，中国龙头均实现高速增长，在此基础上海外扫地机高成长性有望延续。内销端，尽管2025年 补贴带动扫地机渗透率加速提升、基数不低，但考虑到保有量仍较低，产品持续创新带动下，2026年扫 地机内销仍有望较快增长。 国联民生证券主要观点如下： 增长：海外市场全面开花，中国龙头引领增长 中国品牌正毫无疑问引领海外各区域扫地机高增长，近期黑五&网一大促结束，战报表明大促期间石头 欧洲销量整体同比+59%，北美销量整体同比至少+50%，追觅欧洲GMV整体同比或超+90%，北美GMV 整体同比+270%，科沃斯欧洲与北美GMV同比或介于石头与追觅的欧洲与北美增速之间，各品牌在海 外不同市场相互渗透。在下一轮技术与产品变革前，扫地机海外市场或进入渠道精耕细作阶段，挖掘增 量与固守既有市场、比拼终端动作细节，或将成为头部品牌未来一段时间的竞争主轴。 价格：升级与竞争共存，行业均价合力或向上 格局：海外龙头承压，中国品牌或迎格局红利 对于 ...

石头科技上海上市股票下跌2.7%，此前扫地机器人鼻祖iRobot宣布破产。 ...

来源：新浪基金∞工作室 12月15日，科创ETF（588050）开盘跌1.01%，报1.369元。科创ETF（588050）重仓股方面，中芯国际 开盘跌1.41%，海光信息跌1.05%，寒武纪跌2.08%，澜起科技跌2.02%，中微公司涨0.16%，联影医疗跌 0.14%，金山办公跌1.27%，芯原股份跌5.06%，石头科技跌0.99%，传音控股跌0.45%。 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。 科创ETF（588050）业绩比较基准为上证科创板50成份指数收益率，管理人为工银瑞信基金管理有限公 司，基金经理为赵栩，成立（2020-09-28）以来回报为-3.35%，近一个月回报为-2.02%。 ...

Investment Rating - The report maintains a "Positive" investment rating for the home appliance industry, indicating an expectation of returns that outperform the market benchmark by over 5% [5][13]. Core Insights - The optimization and continuation of the "Two New" policies are expected to activate greater consumer potential in the home appliance sector. The policies aim to stimulate demand through measures such as large-scale equipment updates and trade-in programs [8]. - The domestic sales driven by government subsidies are showing marginal slowdown, but the ongoing policies are anticipated to provide sustained demand stimulation in both product and service consumption [8]. - The report highlights that the impact of Mexico's proposed tariffs on Chinese home appliance companies is limited, as the revenue contribution from this market is relatively small [8]. - The market share of Miniled TVs is on the rise, with RGB-Miniled technology expected to lead the next generation of display technology upgrades, enhancing the competitive edge of Chinese brands in the global market [8]. Summary by Sections Investment Recommendations and Targets - Domestic sales are expected to benefit from the "Two New" policy, with leading white goods companies likely to gain more from trade-in programs due to their higher efficiency and mature management processes [3]. - Key investment themes include: - Leading companies with higher operational efficiency and mature overseas production layouts, such as Midea Group, Haier Smart Home, and Hisense Visual, are recommended for stable allocation [3]. - The long-term focus on overseas expansion is emphasized, with Stone Technology highlighted as a potential beneficiary [3]. - Companies with stable core business performance and potential for a second growth curve, such as Anfu Technology, are also noted [3].

内容概要：智能机器人空间感知解决方案是通过融合传感器技术、算法、数据处理等多种技术，解决机 器人定位、环境建模、动态避障、目标识别等等核心问题，助力其从结构化场景走向复杂开放场景。中 国作为全球智能机器人主要市场之一，凭借其巨大的市场需求、强有力的政策推动，智能机器人空间感 知解决方案行业呈现较强的发展势头。目前，中国已经成为全球智能机器人产业的中心舞台。2024年全 球智能机器人空间感知解决方案市场规模增长到260亿元，较2023年增加57亿元；中国智能机器人空间 感知解决方案市场规模增长到108亿元，较2023年增加25亿元。预计2025年全球智能机器人空间感知解 决方案市场规模将增长到327亿元，中国智能机器人空间感知解决方案市场规模将增长到139亿元。 上市企业：科沃斯[603486]、石头科技[688169]、速腾聚创[02498]、禾赛-W[02525]、优必选[09880]、 科沃斯[603486]、石头科技[688169] 相关企业：上海思岚科技有限公司（SLAMTEC）、深圳市大疆创新科技有限公司、上海高仙自动化科 技发展有限公司、梅卡曼德（北京）机器人科技有限公司、深圳嘉立创科技集团股份有 ...

（原标题：石头科技大宗交易成交234.84万元，卖方为机构专用席位） 石头科技12月12日大宗交易平台出现一笔成交，成交量1.49万股，成交金额234.84万元，大宗交易成交价为157.61元。该笔交易的买方营业部为瑞 银证券有限责任公司上海花园石桥路证券营业部，卖方营业部为机构专用。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为474.84万元。 证券时报•数据宝统计显示，石头科技今日收盘价为157.61元，上涨2.59%，日换手率为1.98%，成交额为8.03亿元，全天主力资金净流入3874.67万 元，近5日该股累计下跌2.85%，近5日资金合计净流入1446.83万元。 两融数据显示，该股最新融资余额为8.79亿元，近5日增加5043.32万元，增幅为6.08%。（数据宝） 12月12日石头科技大宗交易一览 | 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日 收盘折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | | | （%） | | | | 1.49 | 234.84 | 1 ...

Investment Rating - The report maintains a "Recommended" rating for the industry, indicating a positive outlook for key players in the market [4]. Core Insights - The overseas market for robotic vacuum cleaners is experiencing significant growth, driven by Chinese brands leading the expansion. Notably, during the recent Black Friday and Cyber Monday promotions, sales for Roborock in Europe increased by 59% year-on-year, while sales in North America rose by at least 50%. The brand Chase achieved a remarkable 90% growth in Europe and 270% in North America [8][18]. - The pricing dynamics in the industry show a coexistence of upgrades and competition, with the average price of robotic vacuums expected to rise. For instance, the average prices on Amazon for best-selling models in the US, Germany, France, and Japan increased by 17%, 22%, 9%, and 3% year-on-year, respectively [23][28]. - The competitive landscape indicates that traditional overseas leaders are under pressure, while Chinese brands are poised to benefit from this shift. iRobot is facing liquidity and debt default risks, which may allow Chinese brands to capture market share in Europe and North America [34][36]. Summary by Sections Growth - The overseas robotic vacuum market has seen rapid growth, with a 58% increase in downloads for the top eight brands from January to November 2025. Europe is leading this growth, followed by Asia-Pacific and North America, which still shows over 30% growth despite tariff uncertainties [11][15]. Pricing - The combination of premium products becoming more affordable and consumers opting for upgrades is driving the average price increase in the industry. However, aggressive pricing competition during year-end promotions has led to some price reductions in specific markets [23][28]. Competitive Landscape - iRobot is under significant operational and debt pressure, which may allow Chinese brands to gain market share. The report suggests that iRobot's overseas market share has dropped below 10%, indicating a potential opportunity for Chinese brands to capitalize on this situation [34][36]. Investment Recommendations - The report suggests continued investment in leading cleaning appliance brands such as Roborock and Ecovacs, which are expected to maintain high growth rates in overseas markets. The domestic market is also anticipated to grow rapidly due to ongoing product innovation and increasing penetration rates [51][52].

证券之星消息，12月12日小家电板块较上一交易日上涨1.14%，科沃斯领涨。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。小家电板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 003023 | 彩虹集团 | 23.68 | -3.35% | 7.41万 | 1.79亿 | | 603868 | 飞秒电器 | 33.18 | -2.95% | 1.98万 | 6630.68万 | | 603355 | 莱克电气 | 33.12 | -2.07% | 6.92万 | 2.32亿 | | 920926 | 鸿智科技 | 17.58 | -1.57% | 1.39万 | 2490.16万 | | 002403 | 爰仕达 | 12.82 | -0.93% | 4.61万 | 5908.46万 | | 002 ...