Group 1 - The "2025 China Listed Companies Brand Value List" was recently held in Shanghai, highlighting the theme "Digital Intelligence Elevation, Brand Resonance" [1] - Hisense Home Appliances ranked in multiple categories, including the overall TOP100, overseas TOP50, vitality TOP100, and received the annual brand overseas benchmark award [1][3] - The brand value list has been published for nine consecutive years since the first "China Brand Day" in 2017, reflecting the rapid development of brand value among Chinese listed companies [3] Group 2 - In 2024, Hisense achieved a revenue of 92.746 billion yuan, an increase of 8.35% year-on-year, and a net profit of 3.348 billion yuan, up 17.99% year-on-year [3] - The company's overseas revenue exceeded 35.6 billion yuan, growing by 28% year-on-year, with significant growth in various regions: Europe (35%), Americas (46.5%), Middle East and Africa (27%), Asia-Pacific (15%), and ASEAN (32%) [3] - Hisense continues to adhere to a long-term strategy and technology-driven approach, focusing on AI to enhance brand value and create innovative smart living solutions [4]

本报记者 贾丽 6月15日，备受全球瞩目的全新升级后的2025年国际足联俱乐部世界杯（以下简称"世俱杯"）正式开赛。容声冰箱品牌强 势登陆世俱杯赛场，"Ronshen fridge more than fresh"（不止于新鲜）的围挡广告于6月23日"闪耀"赛场。 作为本届赛事官方合作伙伴，容声冰箱在追求健康养鲜创新技术上永不止步。这一动作不仅是家电与顶级体育IP的跨界盛 宴，也标志着容声连续多年深耕顶级体育IP的国际化战略持续加深，通过足球运动的激情与活力，向全球传递"健康养鲜"的科 技理念。 国际舞台上的中国"名片" 世俱杯赛场上，"更高、更快、更强"的竞技精神与容声冰箱"不止于保鲜"的技术追求形成呼应。据了解，近年来，容声冰 箱主推"养鲜冰箱"的概念，通过水、光、离子的有效组合，打造"WILL自然养鲜系统"，让果蔬食材在冰箱里"继续生长"。 中国家用电器商业协会秘书长张剑锋表示："容声冰箱通过世俱杯这一顶级平台，将养鲜科技与健康生活方式具象化。其 WILL养鲜技术让冰箱从'缓变质'升级为'促进生长'，这不仅是技术突破，更是消费理念的革新。" 近年来，中国多个头部家电品牌已经成为国际舞台上闪亮的中国"名片 ...

Group 1 - The core message of the article highlights Ronshen's innovative approach to food preservation, emphasizing its ability to extend the freshness of ingredients for an additional seven days [1][5] - Ronshen has evolved from being a quality assurance provider to a leader in healthy food preservation lifestyles, responding to the growing consumer demand for food quality and health [3][5] - The Ronshen WILL series introduces a revolutionary "natural growth chamber" that simulates optimal growth conditions for food, enhancing the preservation of nutrients and freshness [5][7] Group 2 - The SUPL Pro multi-frequency lighting technology used in Ronshen refrigerators mimics natural sunlight, allowing fruits and vegetables to continue their metabolic processes, resulting in a 256% increase in vitamin C retention and a 27% increase in reducing sugar retention [5][7] - The smart dynamic moisture retention system effectively maintains the moisture of fruits, preventing them from drying out, while the high-energy negative ion sterilization system ensures a clean and bacteria-free environment [7] - Ronshen's collaboration with the film "The Lychee of Chang'an" showcases its preservation technology, demonstrating that lychees can maintain or even enhance their sweetness and quality after seven days in the Ronshen WILL refrigerator [8]

海信家电集团股份有限公司 股票代码：000921 股票简称：海信家电 公告编号：2025-045 关于公司董事股份减持计划期限届满未实施减持的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 海信家电集团股份有限公司(「本公司」)于 2025 年 2 月 26 日披露了《关于公司董 事股份减持计划的预披露公告》，本公司董事贾少谦先生持有本公司股份 404,360 股（占 剔除回购专用账户股份后本公司总股本的 0.029%），计划在减持计划公告之日起十五 个交易日后的三个月内（即 2025 年 3 月 20 日至 2025 年 6 月 19 日）以集中竞价方式减 持本公司股份不超过 101,090 股（占剔除回购专用账户股份后本公司总股本的 0.007%）。 近日，本公司收到贾少谦先生出具的《关于股份减持计划期限届满未实施减持的告 知函》，截至本公告披露日，本次减持计划期限已届满，贾少谦先生未在减持区间内减 持本公司股份。现将具体情况公告如下： 注：上述减持主体无一致行动人。 二、本次减持计划的主要内容 （一）减持原因：个人资金需要。 （二）股份 ...

海信家电（000921）公告，公司董事贾少谦持有公司股份40.44万股，占剔除回购专用账户股份后公司 总股本的0.029%。贾少谦计划在2025年3月20日至2025年6月19日期间以集中竞价方式减持不超过10.11 万股，占剔除回购专用账户股份后公司总股本的0.007%。截至公告披露日，减持计划期限已届满，贾 少谦未在减持区间内减持公司股份。 ...

Group 1 - The report highlights the significant improvement in demand and the rebound in valuation for the white goods sector, with a notable increase in air conditioning sales driven by the "trade-in" policy [6][19][34] - In 2024, the cumulative domestic sales volume of household air conditioners reached 104.45 million units, a year-on-year increase of 5%, with Q4 showing a remarkable 24% growth compared to Q3 [19][20] - The report emphasizes the strong performance of the kitchen appliance sector, which was included in the subsidy list for the first time in 2024, leading to high retail growth [34][35] Group 2 - The white goods sector is characterized by low valuation, high dividends, and stable growth, making it an attractive investment opportunity [2][9] - The report identifies three main investment themes: the stability of the white goods sector, the growth potential of new consumer categories like clean appliances, and the second growth curve for upstream core component manufacturers [9][10] - The report notes that the export demand remains robust, particularly in emerging markets such as Southeast Asia, South America, and Africa, which are expected to significantly boost appliance sales [2][9] Group 3 - The report indicates that the overall valuation of the white goods sector is at a near-bottom level, providing a high cost-performance ratio for investors [8][39] - Institutional holdings in the sector are strong, with public funds maintaining a high allocation to white goods stocks, reflecting continued optimism in the sector's performance [43][44] - The report forecasts a favorable outlook for 2025, driven by domestic policy support and strong demand from emerging markets [50]

证券代码：000921 证券简称：海信家电 海信家电集团股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关 | □机构调研 □分析师会议 | | --- | --- | | 系活动类 | □媒体采访 √业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观□投资者日 | | | □其他 | | 参与单位 | | | 名称及人 | 公司投资者 | | 员姓名 | | | 时间 | 2025 年 6 月 20 日 | | 地点 | 线上业绩说明会 | | 上市公司 | | | 接待人员 | 公司管理层 | | 姓名 | | | | 一、1、公司股价被市场严重低估，是否有市值管理方案；2、公司的 | | | 股息率还比较高，对于证监会提出的低息再贷款增持方案公司是否考虑 | | | 过；3、今年二季度公司是否还是产销两旺？ | | | 答：投资者您好：1、公司高度重视市值管理，通过回购股份、员工 | | 投资者关 | 持股计划及股权激励、分红等手段增强市场信心。2、2025 年 5 月 8 日， | | 系活动主 | 公司发布《关于控股股东一致行动人增持股份及后续增持计划的 ...

Core Viewpoint - The announcement details the shareholding increase plan by the controlling shareholder's concerted actor, Qingdao Hisense Communication Co., Ltd., which has completed the acquisition of shares in Hisense Home Appliances Group Co., Ltd. [1][3] Summary by Sections Shareholding Increase Plan - Qingdao Hisense Communication plans to increase its shareholding from May 7, 2025, to November 6, 2025, using self-owned or self-raised funds through centralized bidding transactions, with a total increase of no less than 13,860,028 shares, accounting for 1.00% of the total share capital [1][2][4] - The total amount for this share increase is 376,660,000 yuan [3][4] Shareholding Structure Post-Increase - After the increase, the combined shareholding of the controlling shareholder, Qingdao Hisense Air Conditioning Co., Ltd., and its concerted actors rose from 46.28% to 47.28% [1][3][4] - The total shares held by Hisense Group Holdings Co., Ltd. reached 655,070,698 shares, representing 47.28% of the total share capital [3][4] Compliance and Commitments - Hisense Communication has committed to strictly adhere to relevant regulations during the share increase period and will not reduce its holdings within the legally stipulated timeframe after the completion of the increase plan [2][4][5] - The increase in shares does not lead to a change in the control of the company [4][5]

海信家电（000921）公告，截至本公告披露日，海信通信已通过深圳证券交易所交易系统，以集中竞价 方式累计增持本公司股份1386万股，占本公司总股本的1.00%，累计增持股份金额3.77亿元，本次增持 计划已提前实施完毕。本次增持后，海信家电控股股东青岛海信空调及其一致行动人合计持有本公司的 股份比例从46.28%增加至47.28%，适用权益变动触及1%整数倍的情形。本次增持股份的资金来源为海 信通信自有或自筹资金。 ...

Investment Rating - The industry investment rating is maintained as "Positive" [4] Core Viewpoints - Domestic appliance sales are expected to benefit from policy support, with the air conditioning peak season anticipated to see high temperatures and low inventory, making second-quarter demand promising [2] - The national subsidy policy is confirmed to continue, with a total of 300 billion yuan allocated for supporting the replacement of old appliances, ensuring sustained demand [6] - The market is witnessing a shift towards new consumption trends, with brands actively targeting younger demographics and innovating product offerings to capture new growth opportunities [6] Summary by Sections Investment Recommendations and Targets - Focus on quality white goods leaders benefiting from domestic policy continuation and overseas expansion, such as Midea Group (000333, not rated), Haier Smart Home (600690, Buy), and Hisense Home Appliances (000921, not rated) [2] - Attention to companies with potential in mature overseas markets and short-term supply chain advantages, including Hisense Visual (600060, Overweight) and Ousheng Electric (301187, Buy) [2] - Highlighting small appliance companies that may benefit from national subsidies and long-term demand for new appliance categories, such as Roborock Technology (688169, Buy) and Bear Electric (002959, Overweight) [2] - Monitoring kitchen appliance companies that are adjusting strategies and may expand overseas, including Boss Electric (002508, Buy) and Vatti Corporation (002035, not rated) [2] Market Dynamics - Recent retail data shows significant year-on-year growth in online sales for major appliance categories, indicating resilience in demand despite concerns over subsidy reductions [6] - The market is adapting to new consumer preferences, with brands leveraging innovative marketing strategies to engage younger consumers and explore new product categories [6]