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, ...

Group 1 - The garbage classification sector saw a slight increase of 0.08% on August 19, with Yueda Investment 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] - Notable performers in the garbage classification sector included Yueda Investment, which rose by 10.06% to a closing price of 5.91, and Shimao Energy, which increased by 10.01% to 22.20 [1] Group 2 - The garbage classification sector experienced a net outflow of 308 million yuan from institutional investors, while retail investors saw a net inflow of 408 million yuan [2] - The individual stock performance showed that Huahong Technology had a net inflow of 1.63 billion yuan from institutional investors, while Yueda Investment had a net inflow of 4895.30 million yuan [3] - The overall market sentiment indicated a mixed response, with some stocks like Huahong Technology and Yueda Investment attracting significant institutional interest, while others faced outflows [3]

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 ...

Market Overview - The white goods sector increased by 0.1% on August 11, with Shenzhen Kangjia A leading the gains [1] - The Shanghai Composite Index closed at 3647.55, up 0.34%, while the Shenzhen Component Index closed at 11291.43, up 1.46% [1] Stock Performance - Shenzhen Kangjia A saw a significant rise of 9.94%, closing at 5.42, with a trading volume of 2.4188 million shares and a transaction value of 1.284 billion [1] - Other notable performers included Aucma (+1.41%), Whirlpool (+0.70%), and Changhong Meiling (+0.69%) [1] - Conversely, Haier Smart Home and Gree Electric experienced slight declines of 0.04% and 0.44%, respectively [1] Capital Flow - The white goods sector experienced a net inflow of 503 million from institutional investors, while retail investors saw a net outflow of 346 million [1] - Detailed capital flow data indicates that Shenzhen Kangjia A had a net inflow of 421.14 million from institutional investors, while retail investors had a net outflow of 217 million [2] - Midea Group also attracted a net inflow of 89.62 million from institutional investors, despite a net outflow of 133 million from retail investors [2]

Core Insights - JD Electronics and Changhong·Meiling are deepening their strategic partnership in response to the competitive landscape of the home appliance market in the second half of 2025 [1] - The collaboration aims to enhance user experience, expand market share, and adapt to new consumer trends [1] Group 1: Partnership Development - A high-level strategic communication meeting was held on August 6, where both parties reviewed the achievements of their collaboration in the first half of the year [3] - The partnership has seen significant breakthroughs in sales across all channels for Changhong·Meiling's full range of products, driven by government subsidy policies [3] - Joint marketing efforts during key promotional events like "May Day" and "618" have garnered widespread market recognition [3] Group 2: Strategic Focus Areas - JD Electronics is advancing a comprehensive online and offline integration strategy, with a focus on the 3C home appliance and high-end product sectors [4] - The partnership will leverage new store openings, store upgrades, and the "Ten Thousand Towns" initiative to enhance capabilities in ESG innovation, experiential marketing, and service delivery [4] - Both companies aim to accelerate the growth of Changhong's full product range within JD Electronics' channels, enhancing consumer choices and experiences [4] Group 3: Future Collaboration - Changhong's management emphasized the importance of JD Electronics as a long-term partner, highlighting the potential for sustainable development and supply chain resilience [5] - The strategic communication marks a comprehensive upgrade in their partnership, injecting strong momentum into core business development [5] - Both companies will focus on product development, brand promotion, and channel construction to set a benchmark for collaborative development in the industry [5] Group 4: User Experience Enhancement - A shared consensus exists on the importance of improving user experience, with both companies looking to capitalize on the consumption potential released by national subsidies in the second half of the year [7] - The collaboration will enhance synergies in channel integration, user engagement, and innovative marketing models, creating an ecosystem of "home appliances + retail + services" [7] - This initiative is expected to provide consumers with better and broader smart living options while opening new growth avenues for both companies in a competitive market [7]