证券代码：000521、200521 证券简称：长虹美菱、虹美菱Ｂ 公告编号：2025-064 长虹美菱股份有限公司 关于下属子公司四川长虹空调有限公司对其下属子公司增资的 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。 一、增资情况概述 长虹美菱股份有限公司（以下简称"长虹美菱"或"公司"）于2025年9月11 日召开第十一届董事会第二十一次会议，会议审议通过了《关于四川长虹空调有 限公司对下属子公司增资的议案》，本公司下属子公司四川长虹空调有限公司（以 下简称"长虹空调"）拟对其控股子公司宏源地能热泵科技有限公司（以下简称 "宏源热泵"）增资，再由宏源热泵对其全资子公司宏源地能热泵科技（中山） 有限公司（以下简称"热泵中山"）进行增资。 （一）长虹空调对宏源热泵增资情况概述 根据公司战略发展规划，为满足下属子公司发展需要，董事会同意长虹空调 以非公开协议方式对控股子公司宏源热泵（其中长虹空调持股 85%，恒有源科技 发展集团有限公司（以下简称"恒有源"）持股 15%）增资 9,500 万元人民币。 根据国有资产管理的有关规定，经长虹空调与恒有源协商并 ...

证券代码：000521、200521 证券简称：长虹美菱、虹美菱Ｂ 公告编号：2025-066 长虹美菱股份有限公司 关于召开 2025 年第一次临时股东大会的通知 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。 经长虹美菱股份有限公司（以下简称"公司"或"本公司"）第十一届董事 会第二十一次会议审议通过,公司决定于2025年9月29日召开2025年第一次临时 股东大会。现将会议的有关事项公告如下： 一、召开会议的基本情况 1.股东大会届次：2025年第一次临时股东大会 2.会议召集人：公司董事会。公司第十一届董事会第二十一次会议于9月11 日召开，审议通过了《关于召开2025年第一次临时股东大会的议案》。 3.会议召开的合法、合规性：本次股东大会的召开程序符合《中华人民共和 国公司法》《上市公司股东会规则》等法律、法规、规范性文件及《公司章程》 的相关规定。 4、会议召开时间： （1）现场会议召开时间：2025年9月29日（星期一）下午13:30开始 （2）网络投票时间为： 7、本次股东大会出席对象 （1）在股权登记日持有公司股份的普通股股东或其代理人，本次 ...

长虹美菱股份有限公司 第十一届董事会第二十一次会议决议公告 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。 一、董事会会议召开情况 证券代码：000521、200521 证券简称：长虹美菱、虹美菱Ｂ 公告编号：2025-062 1.长虹美菱股份有限公司（以下简称"公司"或"本公司"）第十一届董事 会第二十一次会议通知于 2025 年 9 月 9 日以电子邮件方式送达全体董事。 2.会议于 2025 年 9 月 11 日以通讯会议方式召开。 3.会议应出席董事 9 名，实际出席董事 9 名。 4.会议由董事长吴定刚先生主持，董事赵其林先生、易素琴女士、程平先生、 钟明先生、方炜先生、牟文女士、洪远嘉先生、程文龙先生出席了本次董事会。 5.本次会议的召开符合《公司法》及《公司章程》等有关规定。 二、董事会会议审议情况 1.审议通过《关于聘任公司总裁的议案》 1 根据国有资产管理的有关规定，经长虹空调与恒有源协商并达成一致意见， 长虹空调增资价格以宏源热泵基准日为 2024 年 12 月 31 日的资产评估报告为基 础确定为 1.7213 元/注册资本，其中 5,5 ...

证券日报网讯 长虹美菱（000521）9月12日在互动平台回答投资者提问时表示，公司重视和关注公司市 值，未来将继续专注主营业务，全力做好各项经营管理工作，争取更好的业绩回报广大投资者。 ...

从资金流向上来看，当日白色家电板块主力资金净流出10.2亿元，游资资金净流入4.62亿元，散户资金净 流入5.58亿元。白色家电板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002668 | TCL智家 | 1529.66万 | 9.50% | 121.12万 | 0.75% | -1650.77万 | -10.25% | | 000016 | 深康佳A | 1381.15万 | 2.42% | 2726.26万 | 4.78% | -4107.41万 | -7.20% | | 600336 | 澳柯玛 | 436.79万 | 6.53% | 378.27万 | 5.66% | -815.06万 | -12.19% | | 000521 | 长虹美菱 | 222.91万 | 1.51% | -369.26万 | -2.49% | 146.34万 | 0.99% | | 001387 | 雪 ...

Market Overview - On September 11, the white goods sector rose by 0.19% compared to the previous trading day, with Shenzhen Konka A leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Stock Performance - Key stocks in the white goods sector showed varied performance: - Shenzhen Konka A: Closed at 5.40, up 1.89% with a trading volume of 469,100 shares and a turnover of 251 million [1] - Aucma: Closed at 6.80, up 1.19% with a trading volume of 120,400 shares and a turnover of 80.72 million [1] - Changhong Meiling: Closed at 7.53, up 0.94% with a trading volume of 103,100 shares and a turnover of 77.03 million [1] - Hisense Home Appliances: Closed at 25.05, up 0.52% with a trading volume of 74,700 shares and a turnover of 186 million [1] - Gree Electric Appliances: Closed at 41.37, up 0.51% with a trading volume of 528,200 shares and a turnover of 2.174 billion [1] - Whirlpool: Closed at 10.70, up 0.47% with a trading volume of 28,300 shares and a turnover of 30.07 million [1] - Midea Group: Closed at 77.02, unchanged with a trading volume of 459,600 shares and a turnover of 3.516 billion [1] Capital Flow - The white goods sector experienced a net inflow of 42.03 million from main funds, while retail funds saw a net inflow of 12.8 million [1] - Notable capital flows for specific companies include: - Haier Smart Home: Main funds net inflow of 10.4 million, retail funds net outflow of 64.02 million [2] - Shenzhen Konka A: Main funds net inflow of 31.45 million, retail funds net outflow of 22.25 million [2] - Midea Group: Main funds net inflow of 20.70 million, retail funds net inflow of 71.68 million [2]

Core Insights - The article highlights the significant presence of Chinese home appliance brands, particularly Meiling, at the 2025 IFA in Germany, showcasing their latest innovations in AI technology [1][3][5] - Meiling's AI refrigerator and washing machine have garnered attention from European customers, indicating a growing interest in advanced technology from Chinese manufacturers [1][3][5] Group 1: Product Innovations - Meiling introduced AI cloud moisture technology in its refrigerators, designed to maintain the freshness of fruits and vegetables for up to seven days, simulating the humid environment of a panda's habitat [5] - The washing machine features a "three times cleaning" technology that mimics the natural movement of pandas, emphasizing a philosophy of natural cleanliness [5] Group 2: Market Expansion - Meiling is rapidly expanding its overseas presence, achieving stable growth in core markets such as Asia-Pacific, Europe, and the Americas, while also making breakthroughs in new markets like the Middle East and Africa [5][7] - The company reported a revenue of 18.072 billion yuan in the first half of 2025, a year-on-year increase of 20.80%, with a net profit of 417 million yuan, reflecting the strong momentum from overseas markets [5] Group 3: Strategic Vision - Meiling aims to drive innovation and resource integration, focusing on product differentiation to create unique value products for the global market [7] - The company plans to exceed industry average growth rates by leveraging its innovative capabilities and collaborative efforts within the industry [7]

Investment Rating - The report maintains a "Strong Buy" rating for the company, with a target price of 10.4 yuan, corresponding to a 14x PE for 2025 [2][8]. Core Insights - The company reported a revenue of 18.07 billion yuan for H1 2025, representing a year-on-year increase of 20.8%. The net profit attributable to the parent company was 420 million yuan, a slight increase of 0.3% year-on-year. In Q2 2025, revenue reached 10.71 billion yuan, up 18.8% year-on-year, while net profit was 240 million yuan, down 9.7% year-on-year [2][8]. - The company's revenue growth was driven by strong performance in both domestic and overseas markets, with domestic revenue at 11.7 billion yuan (up 15.4% year-on-year) and overseas revenue at 6.37 billion yuan (up 32.2% year-on-year) [8]. - The report highlights the impact of tax rates and impairment losses on profitability, with a Q2 2025 net profit margin of 2.2%, down 0.7 percentage points year-on-year [8]. Financial Performance Summary - The company is projected to achieve total revenue of 33.58 billion yuan in 2025, with a year-on-year growth rate of 17.4%. The net profit is expected to reach 766 million yuan, reflecting a growth rate of 9.6% [4][9]. - Earnings per share (EPS) are forecasted to be 0.74 yuan in 2025, with a PE ratio of 10 [4][9]. - The company has a total market capitalization of 7.549 billion yuan and a debt-to-asset ratio of 76.21% [5][9]. Market Position and Strategy - The company is focusing on internal reforms to enhance operational efficiency, with a notable decrease in expense ratios. The report suggests that these reforms, combined with favorable government policies, will support revenue and profit growth [8][9]. - The company is well-positioned to benefit from structural market advantages, particularly in emerging markets with high economic growth and low penetration rates [8].

Core Viewpoint - Changhong Meiling announced a stock buyback plan, intending to repurchase 1,237,200 A-shares, which represents 0.1201% of the company's total share capital [1] Summary by Category Company Actions - The company will repurchase shares through a dedicated securities account via centralized bidding [1] - The buyback is set to be completed by August 31, 2025 [1]

Core Viewpoint - Changhong Meiling announced the progress of its A-share repurchase plan, revealing the status as of August 31, 2025 [1] Repurchase Plan Overview - On April 9, 2025, the chairman proposed a repurchase plan, which was approved on May 8, 2025, with a budget of 150 million to 300 million yuan, aiming to repurchase shares at a maximum price of 11 yuan per share within 12 months [2] - On June 3, 2025, the board agreed to expand the funding sources for the repurchase to include self-raised funds and a loan commitment of up to 270 million yuan from Bank of China, with a maximum loan term of 3 years [2] - On July 2, 2025, due to a profit distribution event, the maximum repurchase price was adjusted to 10.67 yuan per share [2] Latest Repurchase Progress - As of August 31, 2025, the company repurchased 1,237,200 A-shares, accounting for 0.1201% of the total share capital, with a total transaction amount of 9,021,808 yuan [3] - The highest transaction price was 7.45 yuan per share, and the lowest was 7.26 yuan per share, adhering to the established repurchase plan and legal requirements [3] Compliance Statement - The company's repurchase activities complied with relevant regulations regarding timing, quantity, and pricing, and were conducted without affecting the securities trading price during significant events [4]