Market Overview - The white goods sector increased by 0.48% on August 22, with Aucma leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Individual Stock Performance - Aucma (600336) closed at 7.51, up 1.76% with a trading volume of 353,900 shares and a turnover of 264 million yuan [1] - Gree Electric (000651) closed at 47.11, up 1.01% with a trading volume of 816,600 shares and a turnover of 3.829 billion yuan [1] - Haier Smart Home (600690) closed at 25.78, up 0.74% with a trading volume of 475,500 shares and a turnover of 1.221 billion yuan [1] - Midea Group (000333) closed at 72.09, up 0.24% with a trading volume of 391,400 shares and a turnover of 2.814 billion yuan [1] - Other notable performances include Hisense Home Appliances (000921) down 0.08% and TCL Smart Home (002668) down 0.28% [1] Capital Flow Analysis - The white goods sector experienced a net outflow of 335 million yuan from institutional investors and 224 million yuan from retail investors, while individual investors saw a net inflow of 559 million yuan [1] - Midea Group had a net inflow of 70.92 million yuan from institutional investors, while retail investors contributed a net inflow of 105 million yuan [2] - Haier Smart Home saw a net outflow of 137.08 million yuan from institutional investors but a net inflow of 613.10 million yuan from retail investors [2] - Aucma experienced a net outflow of 2.50 million yuan from institutional investors but a net inflow of 3.90 million yuan from retail investors [2]

格隆汇8月20日丨雪祺电气(001387.SZ)公布，近日，公司收到股东时乾中先生出具的《关于股份减持计 划实施完毕的告知函》，获悉时乾中先生于2025年6月30日-2025年8月19日期间，通过集中竞价交易及 大宗交易方式累计减持公司股份5,489,900股，减持股份占公司总股本的3.00%，其中通过集中竞价交易 减持1,830,200股，通过大宗交易减持3,659,700股。本次减持计划已实施完毕。 ...

雪祺电气公告，持股5%以上股东时乾中于2025年6月30日—2025年8月19日通过集中竞价与大宗交易累 计减持公司股份548.99万股，占公司总股本3.00%，其中集中竞价减持183.02万股，减持均价14.16元/ 股，价格区间13.67元/股-15.53元/股；大宗交易减持365.97万股，减持均价13.28元/股，价格区间13.2元/ 股-13.33元/股。减持后持股656.11万股，占3.58%。 ...

证券代码：001387 证券简称：雪祺电气 公告编号：2025-047 合肥雪祺电气股份有限公司 关于股东减持计划实施完毕的公告 股东时乾中保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 合肥雪祺电气股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日披露了 《关于 5%以上股东减持股份的预披露公告》（公告编号：2025-034）。公司持 股 5%以上的股东时乾中计划在上述公告披露之日起十五个交易日后的三个月内 （即 2025 年 5 月 23 日-2025 年 8 月 22 日），以集中竞价方式或大宗交易方式减 持公司股份不超过 549.10 万股，即不超过公司总股本的 3.00%。其中，通过集中 竞价交易减持数量不超过 183.03 万股，通过大宗交易减持数量不超过 366.07 万 股。 公司于 2025 年 7 月 5 日披露了《关于持股 5%以上股东减持股份触及 1%整 数倍的公告》（公告编号：2025-039），时乾中先生于 2025 年 6 月 30 日-2025 年 7 月 ...

Core Viewpoint - The company, Xueqi Electric (001387), is focusing on extending its supply chain upstream through the acquisition of Wuliang Intelligent, which is a strategic move to reduce PCB procurement costs and shorten delivery cycles for key components like home appliance control boards [1]. Group 1: Business Operations - The core business of Xueqi Electric involves ODM manufacturing of refrigeration equipment such as refrigerators and commercial display cabinets [1]. - The acquisition of Wuliang Intelligent is seen as a successful attempt to extend the company's supply chain upstream, which is expected to enhance operational efficiency [1]. Group 2: Financial Impact - The PCBA business has already begun to realize cost reduction and efficiency improvements as a result of the acquisition [1]. - The company plans to leverage Wuliang Intelligent to upgrade production capacity and iterate on technology to enhance its competitive edge [1].

Group 1 - The company, Xueqi Electric, focuses on ODM manufacturing of refrigeration equipment such as refrigerators and commercial display cabinets [2] - In 2024, Xueqi Electric acquired Wuliang Intelligent, which is a strategic move to extend its supply chain upstream, aiming to reduce PCB procurement costs and shorten delivery cycles for core components like home appliance control boards [2] - The acquisition of Wuliang Intelligent is seen as a successful attempt by Xueqi Electric to enhance its PCBA business, which has already begun to achieve cost reduction and efficiency improvement [2] Group 2 - Xueqi Electric plans to leverage Wuliang Intelligent to enhance its competitiveness through capacity upgrades and technological iterations [2]

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]