格隆汇1月7日｜香港交易所信息显示，贝莱德在美的集团H股的持股比例于01月02日从5.15%升至 6.75%。 ...

| 权益类证券大宗交易(协议交易) | | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | | | | | (元) | (万股/万份) | (万元) | | | | | 2026-01-07 | 000333 | 美的集团 | 79.37 | 18.00 | 1,428.6 机构专用 | | 机构专用 | | 1月7日，美的集团大宗交易成交18万股，成交额1428.66万元，占当日总成交额的0.45%，成交价79.37 元，较市场收盘价79.37元持平。 ...

21世纪经济报道记者唐唯珂 2025年12月31日，美国锐珂医疗正式宣布分拆为两家聚焦不同区域市场的独立主体，其中锐珂国际被美 的集团收入麾下。 作为全球传统医疗影像设备龙头，锐珂医疗前身为柯达X光影像部门，自2007年被Onex公司收购后独立 运营。其核心业务包括胶片成像、常规放射设备等领域，是少数在华DR业务能够逆势发展的外资品牌 之一。 在长久的胶片时代，锐珂曾代表放射影像的"黄金标准"，但面对技术迭代与竞争重塑却步履维艰。2022 年，公司因增长困境申请破产保护，虽通过债务重组削减2.2亿美元负债，但转型阵痛仍未平息，这为 后续的分拆埋下伏笔。 "锐珂的困境本质是传统影像企业转型滞后的缩影。" 一位长期跟踪医疗设备行业的分析师向21世纪经 济报道记者表示，"人工智能深度嵌入诊断全流程后，手术机器人与高端影像设备成为行业增长主力， 但锐珂的技术更新速度难以匹配高端市场需求，核心竞争力持续松动。" 数据显示，近年来锐珂在高端影像市场的份额不断被GE医疗、西门子医疗等竞争对手挤压，而全球化 运营的高昂成本进一步加剧了经营压力。此次战略分拆旨在优化资产负债表并减轻国际业务压力，集中 资源深耕美国本土，巩固其在 ...

沪深300ETF中金（510320）业绩比较基准为沪深300指数收益率，管理人为中金基金管理有限公司，基 金经理为刘重晋，成立（2025-04-16）以来回报为28.81%，近一个月回报为4.58%。 来源：新浪基金∞工作室 1月7日，截止午间收盘，沪深300ETF中金（510320）涨0.23%，报1.289元，成交额407.61万元。沪深 300ETF中金（510320）重仓股方面，宁德时代截止午盘跌0.87%，贵州茅台跌0.13%，中国平安涨 0.16%，招商银行跌0.77%，紫金矿业跌1.22%，新易盛涨1.09%，中际旭创涨2.54%，美的集团跌 0.46%，东方财富跌1.71%，长江电力跌0.40%。 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。 ...

2026年1月7日早盘，三大股指集体高开，盘面上看，半导体、生物科技、基本金属、通信设备板块走 强，截至10:14，中证A500指数上涨0.38%，成分股中伟股份上涨12.26%，南大光电上涨11.26%，鼎龙 股份上涨10.30%，岩山科技上涨10.02%，彤程新材上涨10.00%。 德邦证券指出，开门红后，慢牛行情有望更加乐观。A股再度站上4000点，从结构上看，并非题材的单 独活跃，而是伴随保险等权重板块上行，为后续的行情持续性进一步打下基础。市场仍处于科技成长叠 加资源周期震荡上行趋势，建议持续关注商业航天、人工智能、机器人等相关科技领域。此外，石油石 化、有色金属等周期板块未来或有持续表现。 数据显示，截至2025年12月31日，中证A500指数前十大权重股分别为宁德时代、贵州茅台、中国平 安、中际旭创、紫金矿业、招商银行、新易盛、美的集团、兴业银行、长江电力，前十大权重股合计占 比20.33%。 此外，1月6日，据上交所披露，2025年A股股票账户新开户累计2743.69万户，相较于2024年的2499.89 万户，同比增长9.75%。再看刚刚过去的2025年12月，A股单月新开户数259.67万 ...

近日，深交所公布的数据显示，2025年深市公司现金分红总额超过5000亿元，达5475.59亿元，持续维持在高位。自"十四 五"以来，深市公司累计分红已超过2万亿元，"愿意分红、经常分红"的市场生态日趋稳固，投资者获得感切实提升。 | | | 2025年累计宣告分红总额(含回购)超10亿元的深市公司 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 年度累计分红总额 (已宣告,含回购) | 中证行业 | 证券板块 | | | | | [行业类别]1级 | | | | | [单位]亿元 | | | | 000858.SZ | 五粮液 | 100.07 | 壬要消费 | 深交所主板 | | 000333.SZ | 美的集团 | 63.25 | 可选消费 | 深交所主板 | | 300750.SZ | 宇德时代 | 61.42 | TV | 深交所创业板 | | 002714.SZ | 牧原股份 | 61.12 | 主要消费 | 深交所主板 | | 000651.SZ | 格力电器 | 55.85 | 可选消费 | 深交所主板 | | 300760.SZ | ...

Group 1 - The core viewpoint is that leading white goods companies are at a convergence point of strong fundamentals, positive capital feedback, and historically low valuations, making them highly strategic for investment [1] - The report suggests focusing on Midea Group (000333.SZ), Haier Smart Home (600690.SH), and Gree Electric Appliances (000651.SZ) as key investment opportunities [1] Group 2 - Changes in capital structure are shifting pricing power towards insurance capital and passive funds, indicating that leading white goods companies are on the verge of valuation reconstruction, with a potential annualized value uplift of 10% [2] - The report estimates that in pessimistic, neutral, and optimistic scenarios, public and insurance funds could bring net inflows of 110 billion, 154.4 billion, and 222.8 billion yuan to the home appliance sector over the next three years [2] Group 3 - The combination of public fund recovery and expansion of passive investments is a significant marginal variable, with public funds benefiting from both passive growth and active recovery, potentially adding 213 billion yuan to the home appliance sector [3] - The report highlights that insurance capital's allocation to FVOCI stocks is expected to increase from 27% in H1 2024 to 40%, injecting 99.9 billion yuan into the home appliance sector over the next three years under neutral assumptions [3] Group 4 - Leading white goods companies exhibit significant safety margins, with projected returns for Gree Electric, Midea Group, and Haier Smart Home reaching 7.2%, 7.1%, and 4.5% respectively by 2025, indicating strong investment potential [4] - The analysis shows that even without considering performance growth and valuation expansion, leading white goods companies can still provide annualized returns of 4%-8%, offering a clear safety cushion compared to ten-year government bonds [4]

Core Viewpoint - The white goods sector is at a convergence point of solid fundamentals, positive capital feedback, and historically low valuations, making it a strategic investment opportunity [1] Group 1: Capital Structure Changes - The pricing power is shifting towards insurance capital and passive funds, indicating that the white goods sector is on the brink of valuation reformation, with a potential annualized value uplift of 10% [2] - The projected net inflows from public and insurance funds into the home appliance sector over the next three years are estimated at 110 billion, 154.4 billion, and 222.8 billion yuan under pessimistic, neutral, and optimistic scenarios respectively [2] Group 2: Public and Insurance Fund Dynamics - The public fund sector is experiencing a dual benefit from passive growth and active replenishment, with a potential increase of 213 million yuan for the home appliance sector due to mean reversion [3] - The broad-based ETF market contributes 63% of the scale increase, with an expected passive buying of 33.2 billion yuan for the home appliance sector over the next three years [3] - Insurance capital is significantly increasing its allocation to high-dividend assets under new accounting standards, with the FVOCI stock position projected to rise from 27% in H1 2024 to 40% [3] Group 3: Safety Margins of Leading White Goods Companies - A static model analysis shows that Gree Electric, Midea Group, and Haier Smart Home have expected returns of 7.2%, 7.1%, and 4.5% respectively by 2025, ranking them 8th, 10th, and 133rd among 275 core assets [4] - The white goods leaders can still provide an annualized baseline return of 4%-8% based solely on capital factors, offering a clear safety margin compared to ten-year government bonds [4] - The global expansion of white goods companies adds intrinsic growth potential, providing additional yield flexibility for investment portfolios [4]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 在"美的系"的金融版图中，盈峰集团是一股关键力量，早在2007年就以1.65亿元收购易方达基金股权， 至今仍为其并列第一大股东；此后还参股券商、涉足银行、布局资管，步伐悄然却扎实。 这张83.91万元的罚单，对盈峰集团和庞大的"美的系"来说只是九牛一毛。不过这张罚单也透露出"美的 系"金融版图背后，存在着合规问题。 1 征信业务违规，盈峰小贷被罚 盈峰小贷前身是广东广发互联小额贷款股份有限公司，于2015年8月经广州市金融工作局批准成立。 2019年11月，盈峰集团获批成为广发小贷股东方，截至目前，盈峰小贷的注册资本10亿元，盈峰集团持 有盈峰小贷63.5%的股权，为该公司第一大股东。 近日，因征信业务违规，一张罚单落在"美的系"金融棋局的一角。 2025年12月31日，中国人民银行广东省分行披露了一则处罚信息：广东盈峰普惠互联网小额贷款股份有 限公司（以下简称"盈峰小贷"）因违反征信业务管理规定被罚款83.91万元。 这家被罚的小贷公司，大股东是美的集团创始人何享健之子何剑锋执掌的盈峰集团有限公司（以下简 称"盈峰集团"）。从1994 ...

Group 1 - The white goods sector increased by 0.32% on January 6, with Whirlpool leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] - Whirlpool's stock price rose by 9.81% to 10.75, with a trading volume of 342,600 shares and a transaction value of 365 million [1] Group 2 - The net outflow of main funds in the white goods sector was 201 million, while retail investors saw a net inflow of 140 million [1] - Haier Smart Home experienced a net outflow of 42.65 million from main funds, with a retail net inflow of 30.19 million [2] - Midea Group had a significant net outflow of 258 million from main funds, while retail investors had a net inflow of 129 million [2]