长虹美菱公告，2025年上半年营业收入180.72亿元，同比增长20.80%。净利润4.17亿元，同比增长 0.26%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

长虹美菱股份有限公司 2025 年半年度财务报告 （未经审计） 2025 年 8 月 长虹美菱股份有限公司 2025 年半年度财务报告(未经审计) 一、审计报告 半年度报告是否经过审计 □是 √否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：长虹美菱股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 9,480,979,069.79 | 10,492,450,750.61 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 2,136,929,526.59 | | | 衍生金融资产 | 44,278,588.05 | 72,010,074.43 | | 应收票据 | | | | 应收账款 | 3,506,647,092.19 | 1,527,978,374.48 | | 应收款项融资 | 965,174,858.85 | 1,516,987,953.83 | | 预付款项 | 64,160, ...

证券之星消息，8月19日垃圾分类板块较上一交易日上涨0.08%，悦达投资领涨。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。垃圾分类板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600805 | 悦达投资 | 5.91 | 10.06% | 28.44万 | 1.64亿 | | 605028 | 世茂能源 | 22.20 | 10.01% | 11.18万 | 2.37亿 | | 002645 | 华宏科技 | 18.05 | 9.99% | 98.16万 | 17.53亿 | | 000753 | 漳州发展 | 5.98 | 7.17% | 1 82.15万 | 4.83亿 | | 300210 | 森远股份 | 11.94 | 6.23% | 35.62万 | 4.17亿 | | 603588 | 高能环境 | 6.97 | 5.29% | 74.59万 | 5.12亿 | | 000521 | 长ª 美菱 | 7 ...

Market Overview - The white goods sector increased by 0.13% on August 19, with Changhong Meiling leading the gains [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Stock Performance - Changhong Meiling (000521) closed at 7.63, up 3.39% with a trading volume of 389,300 shares [1] - Midea Group (000333) closed at 72.68, up 1.17% with a trading volume of 537,600 shares [1] - Other notable performances include: - Snowman Electric (001387) at 14.70, up 0.75% - Deep Blue Technology (000016) at 5.51, up 0.73% - Hisense Home Appliances (000921) at 24.45, down 0.24% - Gree Electric (000651) at 47.06, down 1.24% [1] Capital Flow - The white goods sector saw a net inflow of 132 million yuan from institutional investors, while retail investors experienced a net inflow of approximately 63.71 million yuan [1] - Notable capital flows include: - Midea Group had a net inflow of 88.14 million yuan from institutional investors [2] - Gree Electric saw a net inflow of 52.34 million yuan from institutional investors [2] - Changhong Meiling experienced a net outflow of 24.91 million yuan from retail investors [2]

Core Viewpoint - The global demand for portable air conditioners is expected to rise significantly due to the impact of the El Niño climate phenomenon, with a projected increase in demand from 6.94 million units in 2023 to 7.52 million units in 2024, and further to 8.03 million units in 2025 [1][6]. Industry Overview - Portable air conditioners are defined as movable cooling devices that do not require fixed installation, making them suitable for temporary settings such as rental homes and outdoor events [2][4]. - The market for portable air conditioners is characterized by a growing demand in high-latitude regions, particularly in Europe and North America, driven by rising temperatures [6][8]. Market Demand and Supply - In 2024, China's production of portable air conditioners is expected to reach 6.50 million units, with a domestic demand of only 0.89 million units, resulting in a net export of 5.62 million units [8][10]. - The demand for portable air conditioners in China is projected to grow to 0.95 million units by 2025, with production increasing to 6.62 million units [10][19]. Market Segmentation - In 2024, the demand for portable air conditioners in China is segmented as follows: 32,000 units (35.98%) for 1 HP and below, 46,610 units (52.41%) for 1 to 1.5 HP, and 10,330 units (11.61%) for above 1.5 HP [10]. - The market size for portable air conditioners in China is estimated at 1 billion yuan in 2024, with the largest segment being 1 to 1.5 HP units [10]. Competitive Landscape - The portable air conditioner market in China is highly competitive, with major players including Gree Electric Appliances, Midea Group, Haier Smart Home, Hisense, and Changhong Meiling [16][18]. - These companies leverage technological advancements and brand reputation to maintain market leadership, while emerging brands seek differentiation through unique strategies [16]. Industry Trends - Future trends in the portable air conditioner industry include increased focus on smart technology integration, personalized designs, and environmentally friendly practices throughout the product lifecycle [19].

金融界消息 截至2025年8月15日收盘，长虹美菱（000521）报收于7.32元，上涨1.53%，换手率1.86%， 成交量16.27万手，成交金额1.18亿元。 资金流向方面，今日主力资金净流入1061.21万元，占比成交额8.96%。其中，超大单净流入867.98万 元、占成交额7.33%，大单净流入193.23万元、占成交额1.63%，中单净流出流出837.82万元、占成交额 7.08%，小单净流出223.40万元、占成交额1.89%。 长虹美菱最新一期业绩显示，截至2025一季报，公司营业总收入73.60亿元、同比增长23.78%，归属净 利润1.82亿元，同比增长16.92%，扣非净利润1.74亿元，同比减少6.18%，流动比率1.051、速动比率 0.780、资产负债率74.21%。 天眼查商业履历信息显示，长虹美菱股份有限公司，成立于1996年，位于合肥市，是一家以从事电气机 械和器材制造业为主的企业。企业注册资本102992.3715万人民币，实缴资本102992.3715万人民币。公 司法定代表人为吴定刚。 通过天眼查大数据分析，长虹美菱股份有限公司共对外投资了25家企业，参与招投标项目1 ...

证券之星消息，8月15日白色家电板块较上一交易日下跌0.08%，惠而浦领跌。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。白色家电板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000521 | 长虹美菱 | 7.32 | 1.53% | 16.27万 | | 1.18亿 | | 002668 | TCL智家 | 10.38 | 1.07% | 12.57万 | | 1.30亿 | | 000921 | 海信家电 | 24.36 | 0.74% | 13.36万 | | 3.23亿 | | 600336 | 澳柯玛 | 7.39 | 0.68% | 21.03万 | | 1.55亿 | | 001387 | 雪祺电气 | 14.43 | 0.56% | 3.87万 | | 5583.89万 | | 000651 | 格力电器 | 47.79 | 0.19% | 35.12万 | | 16.71亿 | | 0 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600690 海尔智家 | | 7113.60万 | 4.28% | -5025.23万 | -3.02% | -2088.37万 | -1.26% | | 000921 海信家电 | | 189.70万 | 0.38% | 255.22万 | 0.51% | -444.92万 | -0.89% | | 002668 TCL智家 | | 153.12万 | 1.21% | -571.10万 | -4.49% | - 417.97万 | 3.29% | | 000521 长虹美菱 | | -172.27万 | -1.37% | 207.18万 | 1.64% | -34.91万 | -0.28% | | 600336 澳柯玛 | | -861.25万 | -3.92% | -59.88万 | -0.27% | 921.14万 | 4.19% | | 001387 | 雪 ...

证券之星消息，8月11日白色家电板块较上一交易日上涨0.1%，深康佳Ａ领涨。当日上证指数报收于 3647.55，上涨0.34%。深证成指报收于11291.43，上涨1.46%。白色家电板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000016 | 深康佳A | # 4.2114 | 32.77% | -2.04 Z | -15.87% | -2.17 Z | -16.90% | | 000333 | 美的集团 | 8961.76万 | 6.99% | 4320.04万 | 3.37% | -1.33 Z | -10.35% | | 000921 | 海信家电 | 2005.63万 | 6.10% | 1586.72万 | 4.82% | -3592.35万 | -10.92% | | 600690 海尔智家 | | 1958.38万 | 2.43% | -6809.18万 | -8.44% ...

面对2025年下半场激烈的家电市场竞争，京东电器与长虹·美菱宣布深化战略伙伴关系。8月6日，双方 举行高层战略沟通会，核心管理团队齐聚一堂，旨在总结上半年合作成效，并基于家电消费新趋势、用 户体验提升及市场份额拓展等核心议题，共同规划下半年关键发力点。 当前，家电行业正处于深刻变革期，京东电器正全面推进线上线下融合的全渠道战略转型。京东五星电 器董事长于鲲在会谈中指出，长虹·美菱在硬件产品力和技术研发方面优势明显，其多元化的高品质产 品矩阵与京东电器的全渠道布局高度协同、优势互补，京东MALL在全国范围的扩张离不开长虹·美菱 的鼎力支持。未来，双方将进一步深化合作，重点聚焦3C家电家居赛道与高端产品矩阵建设，形成差 异化竞争力。计划以新开门店、门店升级改造以及下沉市场的"万镇通"乡镇店为抓手，全面提升在ESG 创新、场景化体验和服务承接方面的能力。双方将携手发力高端家电及3C消费市场，加速长虹全品类 产品在京东电器渠道的增长，为消费者提供更优选择和体验，共同提升市场份额。 长虹控股集团党委委员、股份公司总经理杨金表示，京东电器一直是长虹重要的长期合作伙伴。长虹在 线上线下融合、国内国际双循环方面潜力巨大，拥有 ...