8月19日，雪祺电气大宗交易成交178.37万股，成交额2368.75万元，占当日总成交额的30.89%，成交价 13.28元，较市场收盘价14.7元折价9.66%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交舍额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) (万元) | | | | | 2025-08-19 | 001387 | 雪祺电气 | 13.28 | 21.00 | 278.88 | 招商证券股份有限 | 兴业证券股份有限 | | | | | | | | 公司西安北大街证 | 公司安徽分公司 | | 2025-08-19 | 001387 | 雪祺电气 | 13.28 | 21.00 | 278.88 | 第二十六 浙商证券股份有限 | 兴业证券股份有限 | | | | | | | | 公司金华分公司 | 公司安徽分公司 | | 2025-08-19 | 001387 | 雪祺电气 | 13.28 | 21.00 | | 278.8 ...

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]

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 ...

Group 1 - The core point of the article is that Hefei Xueqi Electric Co., Ltd. is acquiring a 70% stake in Hefei Shengbang Electric Co., Ltd. through a combination of equity transfer and capital increase, aiming to enhance its supply chain and reduce operational risks [2][3] - The transaction involves Xueqi Electric paying 47.45 million yuan for a 65% equity stake and an additional 12.17 million yuan for subscribing to new registered capital, totaling 59.62 million yuan [2] - Xueqi Electric primarily produces large-capacity refrigerators and commercial display cabinets, while Shengbang Electric focuses on the R&D, production, and sales of components for home appliances, serving as a long-term supplier to Xueqi Electric [2] Group 2 - Following the acquisition, Xueqi Electric plans to implement a "dual-wheel drive" strategy, enhancing domestic partnerships with suppliers like Haier Smart Home Co., Ltd. and leveraging Shengbang Electric's certifications to secure international orders from brands like Electrolux [3] - The home appliance industry has seen multiple mergers and acquisitions since 2025, indicating a trend towards efficiency improvement and expansion into new areas such as green energy and smart technology [3] - The shift in the home appliance industry is moving from "scale competition" to "value chain competition," necessitating a focus on both traditional business efficiency and ecological expansion [3]

Group 1 - Longhua New Materials' controlling shareholder plans to reduce holdings by up to 1% of the company's shares, amounting to a maximum of 4.3 million shares [1] - Qingdao Double Star reported a net loss of 186 million yuan in the first half of 2025, with revenue of 2.272 billion yuan, a year-on-year decrease of 0.31% [2] - Huakang Clean's controlling shareholder and chairman is under investigation and has been placed under detention, with the general manager temporarily taking over the chairman's responsibilities [4] Group 2 - Century Tianhong's controlling shareholder plans to reduce holdings by up to 3% of the company's shares, totaling a maximum of 10.9837 million shares [5] - Caesar Travel's shareholder plans to reduce holdings by up to 3% of the company's shares, with a maximum of 16.0379 million shares through various methods [7] - Zhang Xiaoqin's shareholder plans to reduce holdings by up to 540,100 shares, representing 0.36% of the total share capital after excluding repurchased shares [9] Group 3 - Zhenlei Technology's controlling shareholder plans to transfer 8.3052 million shares, accounting for 3.88% of the total share capital [11] - Hangxin Technology's borrowings increased by 201 million yuan, exceeding 20% of the net assets at the end of the previous year [12] - Aileda's three executives plan to collectively reduce holdings by up to 149,100 shares [13] Group 4 - Iceberg Refrigeration reported a net profit of 79.5411 million yuan in the first half of 2025, a year-on-year increase of 1.29% [14] - Jindan Technology's director plans to reduce holdings by 1.5 million shares, accounting for 0.66% of the total share capital [15] - Heshun Technology's shareholder plans to reduce holdings by up to 655,300 shares, representing 0.82% of the total share capital [18] Group 5 - Tianshi Technology's shareholder plans to reduce holdings by up to 5.928 million shares, accounting for 3% of the total share capital [19] - Yuhuang Jinlead plans to raise up to 400 million yuan through a private placement to its controlling shareholder [20] - China Shenhua reported coal sales of 24.3 million tons in July, a year-on-year decrease of 5.5% [21] Group 6 - Jialitu's controlling shareholder plans to reduce holdings by up to 541,800 shares, representing 1% of the total share capital [22] - Wanlin Logistics' controlling shareholder and related parties plan to reduce holdings by up to 599,200 shares, accounting for 1% of the total share capital [23] - Xueqi Electric plans to acquire 65% of Hefei Shengbang's equity for 47.45 million yuan [24] Group 7 - Wantong Development plans to invest 854 million yuan to acquire 62.98% of Shuduo Technology [26] - Ganhua Science and Technology plans to acquire 65% of Xi'an Ganxin Technology for 388 million yuan [28]

Core Viewpoint - Xueqi Electric (001387.SZ) plans to acquire 65% equity of Shengbang Electric for 47.45 million yuan and subscribe to an additional registered capital of 12.1667 million yuan, resulting in a 70% ownership post-transaction [1] Group 1: Company Strategy - The acquisition aims to extend Xueqi Electric's upstream supply chain, enhancing synergy between upstream and downstream operations [1] - This move is expected to improve the stability and reliability of components, thereby reducing operational risks for the company [1] - The acquisition will lower procurement costs and enhance the company's profitability [1] Group 2: Industry Impact - Key components such as refrigeration parts and sheet metal are critical raw materials for refrigerators, significantly affecting temperature control and energy-saving metrics [1] - The acquisition is anticipated to strengthen the market competitiveness of the company's products and its overall industry position [1]

Core Viewpoint - Xueqi Electric (001387.SZ) plans to acquire a 65% stake in Hefei Shengbang Electric Co., Ltd. for RMB 47.45 million and subscribe to RMB 12.16667 million of the company's new registered capital, resulting in a 70% ownership stake, making it the controlling shareholder of Shengbang Electric [1] Group 1 - The target company specializes in the R&D, production, and sales of components and molds for home appliances, including refrigeration parts, piping parts, and metal structural parts [1] - The products are used in refrigerators, washing machines, air conditioners, and light commercial fields such as display cabinets, cabinets, beverage cabinets, and ice makers [1] - Xueqi Electric primarily produces large-capacity refrigerators over 400L and commercial display cabinets, and the target company has been a long-term supplier [1] Group 2 - The transaction aims to extend Xueqi Electric's operations upstream in the supply chain, enhancing synergy between upstream and downstream operations [1] - It is expected to improve the stability and reliability of components, reduce procurement costs, and enhance the company's profitability [1]

Group 1 - The company plans to acquire a 65% stake in Hefei Shengbang Electric Co., Ltd. for RMB 47.45 million and subscribe to an additional registered capital of RMB 12.16667 million, resulting in a total ownership of 70% post-transaction [1] - The target company specializes in the research, production, and sales of components and molds for home appliances, including refrigeration parts, piping parts, and metal structures, which are used in refrigerators, washing machines, air conditioners, and light commercial equipment [1] - The acquisition aims to extend the company's operations upstream in the supply chain, enhance the stability and reliability of components, reduce procurement costs, and improve profitability [1]

证券代码：001387 证券简称：雪祺电气 公告编号：2025-045 合肥雪祺电气股份有限公司 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 合肥雪祺电气股份有限公司（以下简称"公司"）第二届董事会第五次会议通 知已于 2025 年 8 月 8 日以邮件方式发出，并于 2025 年 8 月 13 日在公司会议室 以现场结合通讯方式召开。本次会议由董事长顾维主持，应出席董事 7 人，实际 出席董事 7 人（其中，董事付磊先生、童孝勇先生以通讯方式出席并表决），公 司监事和高级管理人员列席本次会议。本次会议的召开符合《中华人民共和国公 司法》和《合肥雪祺电气股份有限公司章程》以及有关法律、行政法规、部门规 章、规范性文件的规定。 二、董事会会议审议情况 基于公司战略规划和经营发展需要，董事会同意公司以人民币 4,745.00 万元 受让合肥盛邦电器有限公司（以下简称"标的公司"）65%股权，同时对标的公司 增资人民币 1,216.6667 万元。本次投资完成后，公司将持有标的公司 70%股权， 标的公司成为公司控股子公司，纳入公司合并报 ...

Transaction Overview - The company plans to acquire a 70% stake in Hefei Shengbang Electric Co., Ltd. through an investment agreement, with a total investment of RMB 45.99 million and RMB 1.46 million for the respective shares held by the sellers [1][7] - The transaction was approved by the company's board on August 13, 2025, and does not require shareholder approval [1][2] Parties Involved - The sellers are Zhi Anmin, holding 98% of Shengbang Electric, and Qi Xinrong, holding 2%, with no existing relationships with the company that could lead to conflicts of interest [2][4] Target Company Information - Hefei Shengbang Electric Co., Ltd. was established on December 15, 2014, with a registered capital of RMB 25 million, specializing in the research, production, and sales of electrical components and related products [2][3] - The company has a clear ownership structure and is not involved in any significant legal disputes or financial encumbrances [3][4] Financial Data - As of April 30, 2025, Shengbang Electric reported total assets of RMB 218.74 million, total liabilities of RMB 165.35 million, and total equity of RMB 53.39 million [3][4] - For the first four months of 2025, the company generated revenue of RMB 104.82 million but reported a net loss of RMB 0.93 million [3][4] Valuation and Pricing - The valuation of Shengbang Electric was determined using both asset-based and income approaches, with the final assessed value of the company's total equity set at RMB 73 million [5][6][7] - The transaction price for the 65% stake corresponds to RMB 47.45 million, with an additional capital increase of RMB 12.17 million [6][7] Strategic Rationale - The acquisition aims to enhance the company's supply chain by integrating upstream operations, thereby improving cost efficiency and product reliability [15][16] - The target company has established relationships with major clients, which will facilitate market expansion and enhance competitive positioning [16] Governance and Management - Post-transaction, the governance structure will include a board of three directors, with the company entitled to nominate two members [10][11] - The management team will be retained, ensuring continuity in operations and strategic direction [11][12] Payment Structure - The payment for the equity transfer will be made in two phases, with the first payment of RMB 33.22 million due within five working days after certain conditions are met [8][9] - The second payment of RMB 14.24 million is scheduled for completion by April 30, 2027 [9][10]