证券代码：000521、200521 证券简称：长虹美菱、虹美菱Ｂ 公告编号：2025-052 长虹美菱股份有限公司 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。 生之日或者在决策过程中，至依法披露之日内； （二）公司以集中竞价交易方式回购A股股份符合下列要求： 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 披露回购进展情况。现将公司首次回购股份情况公告如下： 一、首次回购公司A股股份的具体情况 回购公司A股1,100,000股，占公司总股本的0.1068%；本次回购A股股份最高成交 价为7.30元/股，最低成交价为7.26元/股，成交总金额为8,004,000元（不含印 花税、交易佣金等交易费用）。本次回购A股股份资金来源为公司自有资金和自 筹资金（含金融机构股票回购专项贷款等），回购价格未超过10.67元/股（含）， 本次回购符合既定的回购方案和相关法律法规的要求。 二、其他说明 公司首次回购股份的时间、回购股份价格及集中竞价交易的委托时段等符合 《深圳证券交易所上市公司自律监管指引第9号——回购股份》第十七条、第十 八条的相关规定 ...

证券代码：000521、200521 证券简称：长虹美菱、虹美菱Ｂ 公告编号：2025-052 2025年7月15日，公司首次通过股票回购专用证券账户以集中竞价交易方式 回购公司A股1,100,000股，占公司总股本的0.1068%；本次回购A股股份最高成交 价为7.30元/股，最低成交价为7.26元/股，成交总金额为8,004,000元（不含印 花税、交易佣金等交易费用）。本次回购A股股份资金来源为公司自有资金和自 筹资金（含金融机构股票回购专项贷款等），回购价格未超过10.67元/股（含）， 本次回购符合既定的回购方案和相关法律法规的要求。 长虹美菱股份有限公司 关于首次回购公司A股股份的公告 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。 基于2025年4月9日长虹美菱股份有限公司（以下简称"公司"）董事长提议 回购公司A股股份，公司于2025年5月8日召开第十一届董事会第十五次会议，审 议通过了《关于回购公司A股股份方案的议案》，并于2025年6月3日召开第十一 届董事会第十七次会议，审议通过了《关于增加回购公司A股股份资金来源的议 案》。经公司董事会 ...

投资者关系活 动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（请文字说明其他活动内容） 参与单位名称 及人员 摩根基金：叶敏、陈思郁、倪权生；开源证券：吕明、蒋奕峰 时间 2025 年 7 月 10 日 地点 公司行政二号会议室 上市公司接待 人员姓名 副总裁兼董事会秘书：李霞 证券事务主管：肖莉 投资者关系活 动主要内容介 绍 1.请介绍下公司国内市场的营销能力 答：公司国内市场持续优化销售网络及服务体系，为用户提 供高品质服务，坚持"推精品、健渠道、抓协同、提效率、控风 险"五大关键举措，推动根据地市场、机会市场建设，不断强化 营销能力。产品方面，打造差异化心智产品，整合线上线下推广 资源推精品；渠道方面，聚焦基础渠道夯实、零售渠道跑赢、增 量渠道拓展；管理方面，完善组织机构，提升运营及服务效率。 通过坚定的对标对阵和创新管理实现产品领先和效率提升，打造 营销体系能力和长期发展潜力。 2.请问 2025 年贵司美菱海外冰箱业务怎么去推动？ 答：2025 年公司冰箱海外业务，将坚持产品主义，紧密把握 全球消费需求升级趋势，加大"大容积、多温区、高 ...

Group 1: Institutional Research Highlights - The top twenty companies with the most institutional research in the past 30 days include Ice Wheel Environment, Boshi Jie's, Jun Ding Da, Huichuan Technology, and Dazhu Laser[5] - In the last five days, the most researched companies include Hu Dian Co., Guilin Sanjin, Ice Wheel Environment, Mankalon, and Xingrong Environment[5] - Among the top twenty companies in the past 30 days, five had ten or more rating agencies, namely Ice Wheel Environment, Boshi Jie's, Jun Ding Da, Huichuan Technology, and Dazhu Laser[5] Group 2: Shareholder Increase and Buyback Situations - From June 30 to July 4, 2025, two companies announced significant shareholder increases, both having ten or more rating agencies: Renfu Pharmaceutical and Suzhou Bank[7] - From January 1 to July 4, 2025, 234 companies announced shareholder increases, with 64 having ten or more rating agencies[24] - In the same period, 288 companies announced buyback progress, with 78 having ten or more rating agencies, including Xiamen Xiangyu, Huafa Shares, Changhong Meiling, Pingmei Shares, and Mengbaihe[28] Group 3: Financial Metrics and Recommendations - The average expected buyback amount as a percentage of the market value on the announcement date exceeded 1% for companies like Xiamen Xiangyu (6.42%), Huafa Shares (3.21%), and Changhong Meiling (3.03%)[29] - For the year 2025, 1,573 companies announced buyback progress, with 345 having ten or more rating agencies, and 93 companies had a buyback amount exceeding 1% of their market value[30]

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research in the past 30 days include Ice Wheel Environment, Boshi Jie, Jun Ding Da, Huichuan Technology, and Dazhu Laser [2][8] - In the last five days, the most researched companies are Hu Dian Co., Guilin Sanjin, Ice Wheel Environment, Mankalon, and Xingrong Environment [2][8] - Among the top twenty companies in the past 30 days, five have received ratings from ten or more institutions, namely Ice Wheel Environment, Boshi Jie, Jun Ding Da, Huichuan Technology, and Dazhu Laser [2][8] - Jun Ding Da and Dazhu Laser are expected to achieve significant growth in net profit attributable to shareholders in 2024 compared to 2023 [2][8] Group 2: Shareholder Increase in A-Share Listed Companies - From June 30 to July 4, 2025, two companies announced significant shareholder increases, both rated by ten or more institutions: Renfu Pharmaceutical and Suzhou Bank [3][12] - From January 1 to July 4, 2025, a total of 234 companies announced shareholder increases, with 64 rated by ten or more institutions. Among these, 19 companies have proposed increases where the average proposed amount exceeds 1% of the market value on the announcement date [3][12][14] Group 3: A-Share Buyback Situation - From June 30 to July 4, 2025, 288 companies announced buyback progress, with 78 rated by ten or more institutions. Companies with an expected buyback amount exceeding 1% of the market value include Xiamen Xiangyu, Huafa Co., Changhong Meiling, Pingmei Co., and Mengbaihe [3][16] - From January 1 to July 4, 2025, 1,573 companies announced buyback progress, with 345 rated by ten or more institutions. Among these, 93 companies have a significant buyback ratio, and several are in the board proposal stage, including Changhong Meiling, Liugong, Sanor Biotech, and others [3][18]

7月4日，长虹美菱的资金流向显示，主力资金净流出728.59万元，占总成交额6.76%；游资资金净流出 370.46万元，占总成交额3.44%；散户资金净流入1099.04万元，占总成交额10.2%。 公司公告汇总 长虹美菱股份有限公司（证券代码：000521、200521，证券简称：长虹美菱、虹美菱Ｂ）发布了回购股 份报告书。公司将使用自有资金和自筹资金通过集中竞价交易方式回购部分人民币普通股（A股）非限 售股份，回购股份将用于股权激励。拟用于本次回购的资金总额不低于人民币15,000万元且不超过人民 币30,000万元，回购股份价格上限为10.67元/股。按本次回购资金总额上限和回购股份价格上限测算， 预计回购股份的数量约为28,116,213股，约占公司目前总股本的2.73%；按本次回购资金总额下限测 算，预计回购股份的数量约为14,058,107股，约占公司目前总股本的1.36%。本次回购股份的期限为自 公司董事会审议通过本次回购方案之日起不超过12个月。公司董事、监事、高级管理人员、控股股东、 实际控制人及其一致行动人在回购期间暂无减持计划。本次回购存在因股票价格持续超出回购价格上 限、公司生产经营 ...

在北京四元桥的苏宁易购商场里，各种最新款的冰箱、洗衣机整齐排列，能耗标识和以旧换新补贴折扣 被醒目地展示。在以旧换新政策推动下，绿色产品受到消费者青睐；同时，家电产品回收服务不断拓 展，提升了资源复用效率。 中国证券报记者统计10家申万白色家电行业上市公司ESG信息披露情况后发现，白电上市企业ESG报告 披露率达80%，但不同公司在ESG信息披露的深度和广度上存在差异，ESG评级较高的公司ESG信息披 露较为全面，ESG评级表现不佳的企业相关信息披露较为简略；公司供应链(范围三)温室气体排放数据 披露情况有待改善。 披露水平关联评级表现 记者统计的10家白色家电上市公司中，有8家披露了2024年ESG报告(包括ESG报告、社会责任报告)，报 告披露率达80%，高于A股平均披露水平(截至2025年5月末，A股上市公司ESG报告披露率为45.7%)。 但在ESG评级表现方面，这些公司存在差异。根据妙盈科技ESG评级，海尔智家（600690）、海信家电 （000921）、美的集团（000333）ESG评级较高，自2022年以来评级多为A级或BBB级，同时行业仍有 部分公司自2022年以来的ESG评级持续处于CCC级 ...

Investment Rating - The report assigns a "Buy" rating for Changhong Meiling [10][12]. Core Views - The company is expected to benefit from structural opportunities in the industry, including cautious domestic consumption, the rise of e-commerce, and the upgrade of refrigerator structures, as well as low penetration rates in emerging markets for white goods [3][10]. - The air conditioning business is rapidly increasing market share through e-commerce and competitive pricing, while the refrigerator segment is anticipated to see growth through structural upgrades and improved price-performance ratios [3][10]. - The company is focusing on operational efficiency improvements through management reforms and operational optimizations, which are expected to enhance profitability [9][10]. Company Overview - Changhong Meiling is one of the earliest brands in China's home appliance industry, starting refrigerator development in 1983. After restructuring with Changhong in 2004, the company has expanded into air conditioning and has established a diversified business model [6][22]. Domestic Sales - In the air conditioning sector, Changhong Meiling has achieved significant market share growth through deep cooperation with JD.com and a strong price-performance ratio, particularly in lower-tier markets [7][49]. - The refrigerator segment has seen an increase in average prices due to high-end product upgrades and technological innovations, meeting consumer demands for health and personalization [7][67]. International Sales - The company has actively established a presence in emerging markets since the last century, with significant growth potential due to low penetration rates for white goods in these regions [8][10]. - Changhong Meiling's early market entry and steady share growth in emerging markets position it well to capitalize on the industry's export trends [8][10]. Efficiency Improvements - The company has made notable progress in efficiency improvements through group reform measures, including market-oriented executive hiring and strict performance evaluations [9][10]. - Operationally, the establishment of an intelligent trading platform has led to reduced sales costs and improved overall operational efficiency [9][10]. Investment Recommendations - The report anticipates that the company's net profit attributable to shareholders will reach 806 million, 918 million, and 1.053 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding PE ratios of 9.21, 8.09, and 7.05 times [10].

截至2025年7月3日收盘，长虹美菱(000521)报收于7.13元，下跌1.11%，换手率3.14%，成交量27.53万 手，成交额1.97亿元。 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。 交易信息汇总：7月3日主力资金净流出3836.41万元，占总成交额19.43%。 公司公告汇总：长虹美菱股份有限公司计划通过集中竞价交易方式回购部分A股非限售股份，拟 用于回购的资金总额为15,000万元至30,000万元，回购股份价格上限为10.67元/股。 7月3日，长虹美菱的资金流向显示，主力资金净流出3836.41万元，占总成交额的19.43%；游资资金净 流入829.28万元，占总成交额的4.2%；散户资金净流入3007.13万元，占总成交额的15.23%。 公司公告汇总 长虹美菱股份有限公司发布了回购股份报告书，计划使用自有资金和自筹资金通过集中竞价交易方式回 购公司部分人民币普通股（A股）非限售股份，回购股份将用于股权激励。拟用于本次回购的资金总额 不低于人民币15,000万元且不超过人民币30,000万元，回购股份价格上限 ...

Core Viewpoint - Changhong Meiling plans to repurchase its A-shares using self-owned and self-raised funds, with a total amount between RMB 150 million and RMB 300 million, aimed at stock incentive programs to enhance investor confidence and improve shareholder returns [1][3][9] Summary by Sections Repurchase Plan - The repurchase will be conducted through centralized bidding, with a maximum price of RMB 10.67 per share, adjusted from RMB 11 due to profit distribution [5][13] - The estimated number of shares to be repurchased ranges from approximately 14,058,107 shares (1.36% of total shares) to 28,116,213 shares (2.73% of total shares) based on the total fund limits [1][8] Purpose of Repurchase - The repurchase aims to boost investor confidence, enhance shareholder returns, and establish a long-term incentive mechanism for the company [3][9] Funding Sources - The funding for the repurchase will come from the company's own funds and self-raised funds, including a commitment from a bank for a maximum loan of RMB 270 million [6][14] Implementation Period - The repurchase period will last up to 12 months from the board's approval date, with conditions for early termination if certain funding thresholds are met [6][12] Shareholder Plans - As of the announcement date, there are no plans for share reduction by directors, supervisors, senior management, or major shareholders during the repurchase period [2][9] Compliance and Conditions - The repurchase complies with relevant regulations and will be adjusted according to any corporate actions such as dividends or stock splits [4][6] Impact on Company Structure - If all repurchased shares are used for stock incentives, the expected changes in shareholding structure will be detailed, indicating a slight increase in shares with limited trading conditions [8][9] Disclosure and Reporting - The company will adhere to strict disclosure requirements throughout the repurchase process, including monthly updates and immediate reporting of significant changes [14][15]