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 ...

截至8月7日收盘，血氧仪概念上涨1.62%，位居概念板块涨幅第5，板块内，15股上涨，晶华微、爱朋 医疗、宝莱特等涨幅居前，分别上涨14.41%、8.45%、3.51%。跌幅居前的有华盛昌、长虹美菱、红日 药业等，分别下跌2.11%、0.82%、0.72%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 稀土永磁 | 3.24 | 减肥药 | -1.70 | | 脑机接口 | 2.69 | CRO概念 | -1.66 | | 高压氧舱 | 2.56 | 创新药 | -1.41 | | 太赫兹 | 1.65 | 仿制药一致性评价 | -1.34 | | 血氧仪 | 1.62 | 重组蛋白 | -1.29 | | 存储芯片 | 1.40 | 中船系 | -1.28 | | MCU芯片 | 1.18 | 阿尔茨海默概念 | -1.18 | | 无线耳机 | 1.08 | 特钢概念 | -1.02 | | 汽车芯片 | 1.02 | 细胞免疫治疗 | -1.02 | | DRG/DIP | 1.00 | PET铜箔 ...

（文章来源：证券日报） 证券日报网讯长虹美菱8月6日在互动平台回答投资者提问时表示，公司是中国重要的电器制造商之一， 主要产业有冰箱、冰柜、空调、洗衣机、厨大电、小家电、生物医疗等。 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The home appliance industry in Anhui has developed into a significant industrial cluster with a total output value of approximately 300 billion, expected to reach 500 billion by 2027, marking it as a crucial base for the global home appliance industry [2][14] - The report highlights the evolution of the home appliance industry in Anhui over 40 years, transitioning through three main phases: brand creation, capital introduction, and industrial transfer, culminating in an ecological aggregation phase [14][20] - The province's strategic location and resource advantages, along with supportive policies, have fostered a conducive environment for the home appliance industry, leading to significant market opportunities [3][4] Summary by Sections 1. Overview of the Home Appliance Industry - The home appliance industry is a traditional advantage for Anhui, with a total output value of around 300 billion, and a projected growth to 500 billion by 2027 [2][14] - In 2024, the production of the "four major appliances" in Anhui is expected to reach 102.06 million units, a year-on-year increase of 6.85%, ranking second in the country [2][22] 2. Regional Advantages and Policy Support - Anhui's geographical position at the intersection of the Yangtze River Delta and central-western China provides a vast market for the home appliance industry [3] - The province has established a comprehensive logistics foundation with a robust container transport system and regular operation of China-Europe freight trains [3] - The establishment of a 3 billion yuan smart home appliance fund in 2023 aims to attract quality projects and enhance industrial clustering [3][4] 3. Industrial Structure and Cluster Development - The industry features a "13+1000" structure, comprising 13 leading enterprises and over 1000 supporting manufacturers, with a high local supply chain integration rate [4][24] - Major cities like Hefei, Wuhu, and Chuzhou play pivotal roles in the regional industrial layout, with Hefei being the largest home appliance production base in the country [4][23] 4. Technological Advancements and Market Trends - The integration of new technologies such as AI and high-end manufacturing is driving the smart home appliance sector, with a focus on personalized and multi-scenario products [7][30] - The report notes a significant shift towards smart appliances, with the market for smart home devices projected to grow substantially, indicating a strong demand for innovative products [31][35] 5. Investment Opportunities - The report suggests that investors should focus on local leading manufacturers benefiting from policies promoting product upgrades and international expansion [8] - There is an emphasis on the potential for capitalizing on the deep industrial accumulation in Anhui, particularly in the smart appliance sector [8]

证券之星消息，8月5日白色家电板块较上一交易日上涨0.76%，TCL智家领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。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) | | --- | --- | --- | --- | --- | --- | | 002668 | TCL智家 | 10.48 | 2.14% | 17.77万 | 1.85 Z | | 000016 | 深康佳A | 4.91 | 1.45% | 35.62万 | 1.74亿 | | 000651 | 格力电器 | 46.72 | 1.30% | 27.79万 | 12.92亿 | | 600983 | 惠而浦 | 11.34 | 1.07% | 7.99万 ﻟﻠ | 9023.85万 | | 600336 | 澳柯玛 | 7.04 | 1.00% | 11.91万 | 8356.70万 | | 001387 | 雪祺电气 | 14.58 | 0.69% | 4.18万 | 6089.87万 | | 000333 | 美的集 ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 就年龄结构而言，2024年白色家电上市公司董秘平均年龄为45.42岁，40-50岁群体约占41.7%，50岁以上群体约占33.3%，30-40岁群体约占25.0%。其中，男性占比41.7%，平均年龄为4 年龄最大的董秘为惠而浦的孙亚萍，现已56岁。值得关注的是，孙亚萍同时也是公司董事会证券事务代表。新生代代表雪祺电气董秘刘杰出生于1993年，年仅32岁，成为年轻董秘的典型。 就任职期限而言，2024年白色家电上市公司董秘任职期在1-3年的占比最高，约为41.7%；任期1年以内和10年以上的董秘排名紧随其后，分别为25.0%和16.7%；任期3-5年和5-10年的董秘占 就学历而言，在10家白色家电上市公司董秘中，本科和硕士学历各占50%。 2024年白色家电上市公司董秘调研接待频次分布呈现阶梯化特征：约41.7%的董秘年接待量不超过10次，其中，惠而浦孙亚萍全年未进行任何接待。25%的董秘集中在50-100次中间档，16.7 就薪酬水平而言，2024年白色家电上市公司董秘平均年薪为84.31万元，共有3位董秘高于平均值；年薪中位 ...

Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - Among the white goods sector, the average annual salary for company secretaries is 843,100 yuan, with 8.33% earning over 1 million yuan [9] - The age distribution of secretaries in the white goods sector shows that 41.7% are aged 40-50, while 33.3% are over 50 [1][3] Salary and Employment Data - The average salary for white goods company secretaries decreased by 19.11% compared to 2023, with the median salary dropping by 12.80% [9] - The highest-paid secretary is from Midea Group, earning 3.36 million yuan, while the lowest is from Xueqi Electric, earning 366,400 yuan [9][10] - The tenure distribution indicates that 41.7% of secretaries have served for 1-3 years, while 25% have been in their roles for less than a year [3] Educational Background - In the white goods sector, 50% of company secretaries hold a bachelor's degree, while the other 50% have a master's degree [5] - Secretaries with a master's degree earn an average salary of 1.1631 million yuan, which is 38.36% higher than their counterparts with a bachelor's degree [9] Engagement and Interaction - Approximately 41.7% of secretaries in the white goods sector receive fewer than 10 investor meetings annually, with some, like Whirlpool's secretary, not conducting any meetings [7] - The highest engagement is seen with Longhong Meiling's secretary, who conducted 242 meetings in a year, averaging one per day [7]

就学历而言，在10家白色家电上市公司董秘中，本科和硕士学历各占50%。 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，2024年A股市场共有103家家用电器上市公司公开披露了董事会秘书信息，其中10家为白 色家电上市公司。 就年龄结构而言，2024年白色家电上市公司董秘平均年龄为45.42岁，40-50岁群体约占41.7%，50岁以 上群体约占33.3%，30-40岁群体约占25.0%。其中，男性占比41.7%，平均年龄为48.20岁；女性占比 58.3%，平均年龄为43.43岁。 年龄最大的董秘为惠而浦的孙亚萍，现已56岁。值得关注的是，孙亚萍同时也是公司董事会证券事务代 表。新生代代表雪祺电气董秘刘杰出生于1993年，年仅32岁，成为年轻董秘的典型。 就任职期限而言，2024年白色家电上市公司董秘任职期在1-3年的占比最高，约为41.7%；任期1年以内 和10 ...

8月4日公告显示，截至2025年7月31日，长虹美菱已回购124万股，占总股本的0.12%，回购金额约902 万元，回购价格区间为7.26元至7.45元。2025年一季度，公司实现营收73.60亿元，归母净利润1.82亿 元。 8月4日主力资金净流入735.85万元，近五日主力资金净流出1320.99万元。 风险提示：市场有风险，投资需谨慎。 截至2025年8月4日收盘，长虹美菱股价报7.26元，较前一交易日下跌0.55%。当日成交量为13.8万手， 成交额1亿元，振幅1.10%。 长虹美菱主营业务为家用电器制造，占比达99.07%。公司产品涵盖冰箱、空调、洗衣机等家电品类， 并涉及新材料领域。 ...