Midea Group(000333)
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山东省滨州市市场监督管理局发布2025年产品质量市级监督抽查统计表(5电磁灶)
Zhong Guo Zhi Liang Xin Wen Wang· 2026-02-02 09:11
中国质量新闻网讯 据山东省滨州市人民政府网站消息,近日,滨州市市场监督管理局发布2025年产品质量市级监督抽查统计表(5电磁灶)。 滨州市2025年产品质量市级监督抽查统计表(5电磁灶) | 受检企业信息 | | 标称生产企业信息 | 抽样信息 | | 检验报告信息 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 受检单位名称 | 统一社会信用代码 | 标称生产单位 | 抽样 | 生产日期/批 | 产品 商标 | 规格型号 | 检验单位 | 综合 | 不合格项 目(名 | | | | | 领域 | 号 | 名称 | | | 判定 | | | | | | | | | | | | 称) | | 滨城区中联家电销售部 | 92371602MA3GMTEN3N 广东美的生活电器 | | 流通 | //2211290301 电磁 | 美的 | C21- | 重庆仕益产品质量 | 合格 | | | | | 制造有限公司 | 领域 | | 灶 | RT2160 | 检测有限责任公司 | | | | 滨州市滨城区瑞泰家电 礼品 ...
美的集团(000333.SZ):累计回购2694.37万股A股股份
Ge Long Hui A P P· 2026-02-02 09:04
MACD金叉信号形成,这些股涨势不错! 格隆汇2月2日丨美的集团(000333.SZ)公布,截至2026年1月31日,公司通过回购专用证券账户,以集中 竞价交易方式累计回购公司A股股份数量为26,943,695股,占公司目前总股本的0.3545%,最高成交价为 80.44元/股,最低成交价为69.50元/股,支付的总金额为1,997,553,694元(不含交易费用),本次回购符 合相关法律法规的要求,符合公司既定的回购方案。 ...
美的集团:累计回购股份数量约为2694万股

Mei Ri Jing Ji Xin Wen· 2026-02-02 09:03
每经头条(nbdtoutiao)——曾卖劳斯莱斯、保时捷等豪车,汽车销售巨头宝利德如今破产清算:杭州 总部已人去楼空,义乌子公司贴上了封条 每经AI快讯,美的集团2月2日晚间发布公告称,截至2026年1月31日,公司通过回购专用证券账户,以 集中竞价交易方式累计回购公司A股股份数量约为2694万股,占公司目前总股本的0.3545%,最高成交 价为80.44元/股,最低成交价为69.5元/股,支付的总金额约为19.98亿元,本次回购符合相关法律法规的 要求,符合公司既定的回购方案。 (记者 曾健辉) ...
美的集团(000333) - 关于以集中竞价交易方式回购A股股份进展情况的公告

2026-02-02 09:01
证券代码:000333 证券简称:美的集团 公告编号:2026-005 美的集团股份有限公司(以下简称"公司")于2025年4月8日召开第五届董 事会第七次会议审议通过了《关于以集中竞价方式回购公司A股股份的方案》, 同意公司以集中竞价交易方式回购公司部分已发行的A股股份,用于实施股权激 励计划及/或员工持股计划,回购价格为不超过人民币100元/股,回购金额为不超 过30亿元且不低于15亿元,实施期限为自董事会审议通过回购股份方案之日起12 个月内。公司于2025年4月9日披露了《关于以集中竞价方式回购公司A股股份方 案的报告书》。 一、公司累计回购A股股份的具体情况 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9号—回购股份》等相关规定,现将公司回购股份进展情况公告如下: 美的集团股份有限公司 关于以集中竞价交易方式回购 A 股股份进展情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导 性陈述或重大遗漏。 特此公告。 美的集团股份有限公司董事会 截至2026年1月31日,公司通过回购专用证券账户,以集中竞价交易方式累 计回购公司A股股份数量为26 ...
美的集团:已耗资19.98亿元回购0.35%股份
Mei Ri Jing Ji Xin Wen· 2026-02-02 08:56
每经AI快讯,美的集团(000333)2月2日公告,截至1月31日,公司通过回购专用证券账户,以集中竞 价交易方式累计回购公司A股股份2694.37万股,占公司目前总股本的0.35%,最高成交价为80.44元/ 股,最低成交价为69.50元/股,支付总金额为19.98亿元(不含交易费用)。 ...
美的集团:已回购2694.37万股,使用资金总额19.98亿元

Xin Lang Cai Jing· 2026-02-02 08:52
美的集团2月2日公告,公司于2025年4月8日召开第五届董事会第七次会议审议通过了《关于以集中竞价 方式回购公司A股股份的方案》,同意公司以集中竞价交易方式回购公司部分已发行的A股股份,用于 实施股权激励计划及/或员工持股计划,回购价格为不超过100元/股,回购金额为不超过30亿元且不低 于15亿元,实施期限为自董事会审议通过回购股份方案之日起12个月内。截至2026年1月31日,公司累 计回购2694.37万股,占公司总股本的0.35%,回购价格区间为69.5元/股至80.44元/股,累计使用资金 19.98亿元(不含交易费用)。 ...
主力资金流入前20:中超控股流入14.35亿元、胜宏科技流入6.76亿元
Jin Rong Jie· 2026-02-02 07:30
Group 1 - The top 20 stocks with significant capital inflow as of February 2 include Zhongchao Holdings (1.435 billion), Shenghong Technology (676 million), and Xibu Materials (601 million) [1] - Zhongchao Holdings experienced a price increase of 9.96%, while Shuangjie Electric saw a notable rise of 16.58% [2] - The sectors represented among the top inflow stocks include power grid equipment, electronic components, and the liquor industry [2][3] Group 2 - Other notable stocks with significant inflows include Guizhou Moutai (5.46 billion), Baobian Electric (5.45 billion), and Zhejiang Wenlian (5.36 billion) [1] - The banking sector is represented by Industrial and Commercial Bank of China, which had an inflow of 348 million [3] - The highest percentage increase in stock price was observed in Tongguang Cable, which rose by 20% [3]
主力资金流入前20:中超控股流入13.69亿元、新易盛流入8.38亿元
Jin Rong Jie· 2026-02-02 06:33
Core Insights - The main focus of the news is the significant inflow of capital into various stocks, indicating strong investor interest and potential market trends. Group 1: Stock Performance and Capital Inflow - Zhongchao Holdings saw a capital inflow of 1.369 billion, with a price increase of 9.96% [1][2] - Xinyi Technology experienced a capital inflow of 838 million, with a price increase of 7.26% [1][2] - Western Materials had a capital inflow of 765 million, with a price increase of 9.99% [1][2] - Shenghong Technology attracted 731 million, with a price increase of 2.35% [1][2] - Liou Co. received 722 million, with a price increase of 7.3% [1][2] - Kweichow Moutai had a capital inflow of 576 million, with a price increase of 1.53% [1][2] - Luxshare Precision saw a capital inflow of 566 million, with a price increase of 1.84% [1][2] - Zhejiang Wenhu Interconnect attracted 551 million, with a price increase of 9.99% [1][2] - Shuangjie Electric received 522 million, with a price increase of 19.97% [1][2] - Yaowang Technology had a capital inflow of 496 million, with a price increase of 10% [1][2] - China Western Electric attracted 482 million, with a price increase of 8.97% [1][3] Group 2: Additional Stock Insights - Runze Technology saw a capital inflow of 464 million, with a price increase of 5.44% [3] - Baobian Electric attracted 454 million, with a price increase of 10.04% [3] - Zhongkong Technology had a capital inflow of 355 million, with a price increase of 4.01% [3] - Shanziko High-Tech received 342 million, with a price increase of 3% [3] - Huanghe Xuanfeng attracted 340 million, with a price increase of 10.08% [3] - Hancable saw a capital inflow of 332 million, with a price increase of 9.94% [3] - Midea Group had a capital inflow of 314 million, with a price increase of 0.46% [3] - Century Huayun attracted 310 million, with a price increase of 1.32% [3] - Industrial and Commercial Bank of China saw a capital inflow of 303 million, with a price increase of 0.97% [3]
消费大组联合-布局消费反转
2026-02-02 02:22
Summary of Key Points from Conference Call Records Industry Overview Alcohol Industry - The liquor sector, particularly the baijiu segment, has shown strong performance leading up to the Spring Festival, with Moutai's sales exceeding expectations and institutional holdings at a historical low of 3.5% [1][3] - Moutai's price has increased from 1,550 RMB to 1,700 RMB, with expectations for further price increases before the festival, maintaining a price floor above 1,500 RMB for the year [3] - Recommended stocks include Moutai, Wuliangye, and Fenjiu, with Moutai being the top pick due to its attractive valuation and dividend yield above 4% [1][4] Agriculture Industry - Haida Group is projected to achieve a compound annual growth rate (CAGR) of 10%-15% in its domestic feed business over the next 5-10 years, with overseas market growth exceeding 40% [1][6] - The company plans to reduce capital expenditures to lower per-ton depreciation costs, thereby releasing profits [6] - In the pig farming sector, the focus is on the breeding sow inventory, which has decreased by 1.8% year-on-year, indicating a potential rebound in pig prices post-adjustment in production capacity [8][9] Pharmaceutical Industry - The pharmaceutical sector is experiencing a multi-point development trend, with promising prospects in innovative drugs and AI healthcare [11] - Retail pharmacy growth is expected to be between 10%-15%, supported by government policies encouraging high-quality development in the sector [12] - The market confidence is recovering, with opportunities in traditional Chinese medicine and retail pharmacy expected to increase due to improved inventory and consumption characteristics [12][13] Home Appliance Industry - The home appliance sector is benefiting from signals of financial easing in real estate, with major brands like Midea and Haier entering a price increase cycle [14] - Midea's dividend rate may increase to 75% by 2025, with a projected dynamic PE of 12-13 times for 2026 [14] - The LCD panel market is also seeing price increases, with TCL Technology expected to double its earnings in 2026 due to the expiration of depreciation on its panels [14] Textile and Apparel Industry - Li Ning Company is highlighted as a key investment target, with inventory levels returning to 4.5-5 months and positive cash flow from distributors [15][16] - The company has entered a technology upgrade cycle, with strong feedback on new running shoe lines and a partnership with the Chinese Olympic Committee to sponsor the national team's uniforms [16][17] E-commerce and Cloud Computing - Alibaba is viewed positively for its AI and cloud computing businesses, with expectations for rapid user growth in its Q&A app and potential price increases in its cloud services [18] - The target price for Alibaba is set at 194 HKD, with a valuation of at least 10 times PE for its e-commerce business and 10 times PS for its cloud business [18] Snack Industry - The bulk snack industry is in a high-growth phase, with a market size of approximately 60,000 stores and potential for 50% growth [20] - Recommended companies include Mingming Hen Mang and Wancheng Group, with expected revenue growth rates exceeding 20% and profit growth around 30% [20] Additional Insights - The overall market sentiment is shifting towards consumer sectors, with a focus on increasing consumption rates in China as a key economic goal [2] - The anticipated recovery in various sectors, including pharmaceuticals and home appliances, suggests a favorable environment for investment in these industries [11][14]
美云智数研发中心总经理兼CTO宋云报: 打造“统一底座”推动AI在制造业规模化应用
Zheng Quan Ri Bao· 2026-02-01 22:44
在人工智能(AI)掀起全球产业变革浪潮的当下,制造业作为国民经济的命脉,正处于从"数字化"迈 向"智能化"的关键节点。然而,在大模型落地应用的过程中,企业却普遍面临"业务用不起来、结果不 敢用、IT管不住"的困境。 1月份,美的集团(000333)股份有限公司(以下简称"美的集团")旗下美云智数科技有限公司(以下 简称"美云智数")正式发布新一代工业AI平台——美擎AIGC 3.1平台(以下简称"美擎AIGC平台")暨 智能体工厂解决方案。 近日,美云智数研发中心总经理兼CTO宋云报接受了《证券日报》记者采访,深度解析制造业如何通过 打造"统一底座",破解AI落地难题。 从"定制开发"到"统一底座" 在宋云报看来,企业AI应用的成功,最终不取决于某一个具体的模型或单一的应用,而是能否建立起 一个支撑智能体(Agent)长期稳定运行的平台。"智能体是入口,而平台决定了上限"。 在大量的企业实践中,美云智数发现,缺乏平台支撑的智能体通常会陷入三个主要困境:其一,业务端 无法应用,因为开发门槛过高,过度依赖少数经验丰富的工程师,致使AI难以融入日常工作流程;其 二,AI给出的结果无法追溯、不可解释,难以进入关键决策 ...