衣服总不能穿一件扔一件！只能想办法把毛球给去掉，可是，除不尽的静电毛球、越理越乱的毛线，让人心烦得很。 试过手动拔、胶带粘，甚至用剪刀小心翼翼剪，结果要么越弄越乱，要么把衣服勾出小破洞… 直到用了 （来源：百姓关注） 这几天小编在整理换季衣服的时候，随便从衣柜里抽出来几件，上面居然或大或小的长满了毛球。 之前近千元买的大衣也是起了很多毛球，穿在身上一下子档次就掉下来了，看起来很low很廉价！ 还有前段时间买的新毛衣，洗完还没穿呢，就已经起了毛球，甚至还粘附着其他衣服的面料毛屑！ 志高毛球修剪器 才发现原来处理毛球 能这么简单！ 3分钟焕新 "毛球克星"名不虚传 它的高速旋转刀头 就像"毛球收割机"般高效！ 轻轻往起球衣物上一扫 烦人的小毛球瞬间消失不见 处理后衣物纤维完好无损 清理过程也十分省心 毛絮一倒即净 无需对着缝隙费力抠挖 怕麻烦的用户也能轻松上手！ 机身小巧便携，出差时塞进化妆包毫不占地方，即便在酒店发现卫衣起球，随时拿出来修两下，第二天出门依旧能保持清爽体面，细节之处尽显精致～ 触感依旧软糯蓬松 USB充电款 智能数显 电量一目了然 使用更省心 它更是全家适用的 "万能清洁小帮手" 除了打理衣物 ...

Investment Rating - The report maintains a "Recommended" rating for the home appliance industry [1] Core Insights - The report highlights that the nominal appreciation of the RMB is expected to have limited impact on export recovery and external sales profitability, as leading brands have strong pricing power, overseas production capacity, and effective foreign exchange hedging [8][11] - The report emphasizes that the home appliance sector is likely to benefit from increased foreign capital inflow due to RMB appreciation, with the sector's valuation and holdings at historical lows, indicating significant upside potential [7][8] Summary by Sections 1. Industry: Nominal Appreciation and Dollar Price Elasticity - Since Q2 2025, the RMB has appreciated approximately 5% due to the easing of trade tensions and economic recovery expectations, with the CFETS index remaining close to its 3-5 year average [11][12] - The report discusses the impact of exchange rates on export volume and pricing, noting that during appreciation phases, exporters may adjust dollar prices or lower RMB prices to mitigate the effects of appreciation [12][22] 2. Financial Statements: External Sales Profitability and Hedging - External sales gross margins have been under pressure, with historical data showing that external sales margins are generally weaker than domestic sales margins [4][6] - The report indicates that major companies have high foreign exchange hedging ratios, which effectively mitigate the impact of exchange rate fluctuations on their financials [4][6] 3. Capital: High Foreign Ownership Proportion - The report notes a strong correlation between RMB appreciation and net inflows of foreign capital, with the home appliance sector consistently attracting significant foreign investment [7][8] - The sector's Northbound trading and public fund holdings are at historical lows, suggesting ample room for upward movement [7] 4. Industry Perspective and Investment Recommendations - The report suggests that under the expectation of moderate appreciation, the competitive edge of leading companies backed by domestic supply chain advantages and proactive overseas capacity expansion will remain intact [8] - Recommended stocks include high-quality white goods leaders such as Midea Group, Haier Smart Home, Gree Electric Appliances, and Hisense Home Appliances, as well as TV leader Hisense Visual and global leaders in robotic vacuum cleaners like Roborock and Ecovacs [8]

元旦刚过，中央空调市场便迎来一波密集的涨价通知。一位经销商在朋友圈转发海信中央空调的调价函时，或许并未意识到，这仅是冰山一角——一场始于 2025年底的行业性价格调整，正全面铺开。 早在2025年12月，镁刻阳光和iCongo丨志高智能环境已率先宣布，自2026年1月1日起上调产品提货价。2026年1月初，TCL、奥克斯等品牌迅速跟进。至1月 下旬，日立、海信、约克VRF、科龙等品牌纷纷加入，另有美的、格力等品牌施行了区域性的涨价通知，形成行业性的集体调价浪潮，涨幅普遍介于3%至 10%。 鑲刻 阳光 | MEKER 铝、冷媒等大宗原材料 因铜√ 价格上涨 2026年1月1日起 镁刻阳光空调全系列价格上调 5% 2026年1月1日起 因核心原材料价格上涨 iCongo全系列产品价 RISE IN PR 0 200 8169007 总部地址:广东省佛山 iCongo 志高智能环境 # 奥克斯空调温馨提示 # 1月10日起热销机型价格上调 5%-8% 感谢理解与支持 TQ 英全中国雷值本部空间产品经营中心 关于 TCL 空调产品1 各大区战区、各经销商: 近期空调相关大来原材料价格持 且上涨趋势仍在持续。此外,其 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 海信家電集團股份有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00921 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 459,589,808 | RMB | | | 1 RMB | | 459,589,808 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 459,589,808 | RMB | | | 1 RMB | | 459,589,808 | | 2. 股份分類 | ...

证券日报网讯2月4日，海信家电（000921）在互动平台回答投资者提问时表示，公司股价波动受资本市 场资金风格、宏观经济及产业变化等多重因素影响。 ...

证券之星消息，2月4日白色家电板块较上一交易日上涨2.29%，惠而浦领涨。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600983 | 惠而浦 | 12.00 | 7.62% | 20.27万 | | 2.40 Z | | 600690 | 海尔智家 | 26.04 | 3.33% | 74.08万 | | 19.11亿 | | 000333 | 美的集团 | 79.81 | 2.44% | 38.91万 | | 30.80 Z | | 002668 | TCL智家 | 9.96 | 1.94% | - 13.50万 | | 1.33亿 | | 000921 | 海信家电 | 24.30 | 1.50% | 9.48万 | | 2.29亿 | | 000521 | 长虹美菱 | 6.62 | 1.38% | 12.41万 | | 8170.06万 | ...

证券之星消息，2月3日白色家电板块较上一交易日上涨0.05%，惠而浦领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600983 | 惠而浦 | 11.15 | 2.39% | 7.72万 | | 8590.78万 | | 001387 | 雪祺电气 | 14.80 | 1.86% | 3.42万 | | 5024.68万 | | 000921 | 海信家电 | 23.94 | 1.70% | 7.63万 | | 1.82亿 | | 0690009 | 海尔智家 | 25.20 | 0.80% | - 38.85万 | | 9.77亿 | | 000333 | 美的集团 | 77.91 | 0.08% | 34.50万 | | 26.92亿 | | 000521 | 长矿美菱 | 6.53 | -0.15% | 12.49万 | | 8156.93 ...

国信证券主要观点如下： 智通财经APP获悉，国信证券发布研报称，近期，铜等原材料价格上涨引发市场对白电龙头盈利的担 忧，复盘此前原材料上涨周期，原材料成本上涨对毛利率的负面影响逐渐减弱，白电龙头通过结构调 整、费用节省等方式，盈利能力有望穿越周期。据产业在线数据，2月我国白电合计排产量达到2379万 台，较去年同期生产实绩下降22.1%；1-2月合计排产量预计下降5.0%。环比2025Q4排产10%以上的降 幅来看，白电排产表现有所修复。随着国补政策效果持续显现，白电排产有望延续企稳回升的态势。 2025年家电零售额下降4%，小家电表现较好 奥维云网推总数据显示，2025年中国家电市场零售规模8931亿元，同比2024年下滑4.3%；其中空调市 场零售额达2357亿元，同比下降0.4%；冰箱零售额1271亿元，同比下降11.5%；洗衣机零售额达963亿 元，同比下降4.6%；干衣机零售额达145亿元，同比下降10.4%；厨房小家电整体零售额663亿，同比上 涨3.8%；明火炊具零售额达201亿元，同比微增1.6%。2025年我国家电零售规模在2024年国补的较高基 数下有所回落，受国补影响较小的小家电品类增长 ...

上述转变在上市公司公告中得到了印证。方大特钢2025年业绩预增公告显示，2025年公司非经常性损益 金额约1.3亿元，因投资的信托产品等公允价值变动收益增加。海信家电更是将信托配置推向更高水平 ——Wind数据显示，2025年以来公司累计斥资上百亿元认购信托产品，认购机构覆盖中粮信托、华能 信托等多家信托公司。 此外，2026年年初，厦门国际信托落地两单自主管理型上市公司法人财富管理服务信托，分别为一家强 调安全、流动性的国企和一家在安全性前提下，追求一定收益目标的民营上市公司。 ● 本报记者 吴杨 凭借相对较高的收益水平与灵活的资产配置模式，信托已成为上市公司提升资金使用效率、增厚利润的 重要工具之一。Wind数据显示，2025年以来，A股已有超50家上市公司配置信托理财，总规模近300亿 元。这一现象不仅反映出企业理财偏好的变化，也折射出信托行业在回归本源过程中对业务发展路径的 持续探索。 信托频现上市公司资产配置清单 "上市公司利用闲置资金购买理财产品并不少见。近两年，信托公司对这块业务的重视程度明显提 升。"南方地区某信托公司资管部主管说。 合作模式日趋多元 随着合作深入，上市公司与信托公司的合作内容 ...

Core Views - The report maintains an "Outperform" rating for the home appliance industry, indicating a positive outlook despite recent challenges [5][3] - Rising raw material prices, particularly copper and aluminum, are expected to have a limited impact on the profitability of leading white goods manufacturers, as historical data shows diminishing effects over time [1][17] - The report anticipates that the overall gross margin decline for white goods companies will be less than 2 percentage points due to price adjustments and cost-saving measures [1][17] Production and Demand Trends - In February, the total production of white goods in China reached 23.79 million units, reflecting a year-on-year decline of 22.1%, but the rate of decline is improving compared to previous months [2][24] - The cumulative production decline for January and February is estimated at 5%, showing signs of recovery driven by government subsidy policies [2][24] - The report highlights that the demand for white goods is expected to stabilize and recover as the effects of national subsidy policies continue to manifest [2][24] Retail Market Performance - The retail scale of China's home appliance market is projected to decline by 4.3% in 2025, with small appliances showing relatively better performance [2][31] - Specific categories such as air conditioners and refrigerators are experiencing significant declines in retail sales, while kitchen small appliances are expected to see growth [2][31] Key Investment Recommendations - The report recommends several companies for investment, including Midea Group, Haier Smart Home, TCL Smart Home, and Hisense Home Appliances in the white goods sector, and Stone Technology and Bear Electric in the small appliances sector [3][12] - The report emphasizes the importance of companies with strong overseas growth potential and solid domestic performance, particularly those benefiting from cost reduction and efficiency improvements [12][14] Company Profitability Forecasts - The report provides profitability forecasts for key companies, indicating expected earnings per share (EPS) growth for Midea Group, Haier Smart Home, and TCL Smart Home, among others [4][50] - The projected price-to-earnings (PE) ratios for these companies suggest favorable valuations compared to historical averages, supporting the investment thesis [4][50]