证券之星消息，12月12日小家电板块较上一交易日上涨1.14%，科沃斯领涨。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。小家电板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 003023 | 彩虹集团 | 23.68 | -3.35% | 7.41万 | 1.79亿 | | 603868 | 飞秒电器 | 33.18 | -2.95% | 1.98万 | 6630.68万 | | 603355 | 莱克电气 | 33.12 | -2.07% | 6.92万 | 2.32亿 | | 920926 | 鸿智科技 | 17.58 | -1.57% | 1.39万 | 2490.16万 | | 002403 | 爰仕达 | 12.82 | -0.93% | 4.61万 | 5908.46万 | | 002 ...

（图源：小熊） 换句话说，空气炸锅的确没有初上市时的火爆，但伴随着技术的革新和产品的重新定位，曾经的顶流产品也慢慢找回了自己在小家电市场的位置。 九阳苏泊尔们消灭痛点，空气炸锅起飞了 空气炸锅的爆火，核心逻辑就是简单、好上手，即便是完全不懂做饭的用户，也能轻松做出美食。但传统空气炸锅只能粗暴地完成"炸"、"烤"两个步骤，并 不能确保厨房小白能成功做出符合预期的美味。 比如，很多消费者将空气炸锅带回家后才发现，空气炸锅做出来的东西的确香，却经常干。鸡翅容易外焦里柴，薯条要么软塌要么太硬，肉类做不好就直接 变肉干了。实际上，空气炸锅的原理就是高速热风集中从外向内烘烤，天然地更容易带走食物中的水份。 更糟糕的是，传统空气炸锅锅腔风道设计简单，热风循环路径单一，用户必须定好时间将食材翻面，否则要么烤不熟，要么是食材单面烤糊。消费者对空气 炸锅的预期本就是"懒人神器"，但动手的步骤一个也没减少。再加上前几年推崇健康饮食，不少用户对煎炸烤的食谱避而远之，多重因素加持下，空气炸锅 受欢迎程度直线下降。 提到那些曾经很火，但慢慢没人讨论的小家电，相信大家都会想到空气炸锅。在过去两年时间里，空气炸锅的热度一路下滑。社交平台上讨 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001259 | 利仁科技 | 29.84 | -5.30% | 5.75万 | 1.84亿 | | 603486 | 科沃斯 | 78.39 | -3.07% | 5.30万 | 4.20亿 | | 920926 | 湾智科技 | 17.20 | -2.27% | 8923.77 | 1561.12万 | | 6610Z6 | 倍益康 | 33.47 | -2.11% | 8041.12 | 2720.27万 | | 688169 | 石头科技 | 154.80 | -1.43% | 2.43万 | 3.79亿 | | 301332 | 德尔玛 | 9.67 | -1.43% | 3.62万 | 3527.61万 | | 002403 | 爰仕达 | 12.93 | -1.30% | 3.64万 | 4764.07万 | | 002032 | 苏泊尔 | 47.85 | -1.28% | 2.70万 | 1.30亿 | | 688793 | 倍轻 ...

当前的家电行业，正悄然经历一场从"硬件比拼"到"生态与科技"的升维竞争。领先品牌们已不再满足于单一产品的功能迭代，转而围绕"智慧生态协 同"与"绿色低碳科技"两大核心，构筑新的竞争壁垒。接下来，本期世研消费指数将深入解读这场变革中的关键玩家与前沿趋势。 | = | 创维 | 创维 | 1.01 | | --- | --- | --- | --- | | 12) | Panasonic | 松下 | 0.99 | | 13 | LittleSwan | 小天鹅 | 0.94 | | 14 | SUPOR 苏泊尔 | | 0.93 | | 15 | SIEMENS | 画门子 | 0.78 | | 数据周期: 2025/7-8月度数据 A C | complete the finance of the property of the control of the control of the more of the many of the many of the | | | 图源：世研大消费指数 本次监测周期内，石头科技、华凌和海尔分别以1.76、1.49和1.39的综合热度指数位列榜单Top3。 家电品牌聚焦智 ...

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of December 3, 2025 [1][4]. - Tianshan Aluminum (002532.SZ) leads with a daily increase of 5.14% and a year-to-date increase of 78.27%, with a dividend yield of 3.08% [1][4]. - Other notable performers include Nanshan Aluminum (600219.SH) with a daily increase of 4.00% and a year-to-date increase of 30.85%, and Shenhuo Co. (000933.SZ) with a daily increase of 3.45% and a year-to-date increase of 57.07% [1][4]. Group 2 - The article provides detailed performance metrics for each stock, including daily increase percentages, year-to-date performance, and dividend yields for the last 12 months [1][4]. - The data indicates a mix of industries represented in the top 20, including aluminum, pharmaceuticals, and logistics, showcasing diverse investment opportunities [1][4]. - The overall trend suggests a positive market sentiment towards these stocks, as indicated by the significant year-to-date increases for many of them [1][4].

Market Overview - The small home appliance sector increased by 0.19% on December 2, with Lek Electric leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Lek Electric (603355) closed at 33.52, up 6.75% with a trading volume of 95,800 shares and a turnover of 313 million yuan [1] - Other notable performers included Ousheng Electric (301187) with a 2.13% increase, and Kaineng Health (300272) with a 1.09% increase [1] - The overall performance of the small home appliance stocks showed mixed results, with some stocks experiencing declines [2] Capital Flow - The small home appliance sector saw a net inflow of 66.24 million yuan from institutional investors, while retail investors experienced a net outflow of 68.35 million yuan [2] - The capital flow data indicates that while institutional investors were net buyers, retail investors were net sellers in the sector [3] Individual Stock Capital Flow - Stone Technology (688169) had a net inflow of 32.78 million yuan from institutional investors, but a net outflow of 20.05 million yuan from retail investors [3] - Lek Electric (603355) also saw a net inflow of 22.14 million yuan from institutional investors, with retail investors withdrawing 16.42 million yuan [3] - Ousheng Electric (301187) had a significant net inflow of 13.99 million yuan from institutional investors, but a notable net outflow of 16.25 million yuan from retail investors [3]

证券之星消息，12月1日小家电板块较上一交易日下跌0.21%，苏 泊 尔领跌。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。小家电板块个股涨跌见下表： 从资金流向上来看，当日小家电板块主力资金净流出3503.82万元，游资资金净流入1916.02万元，散户资 金净流入1587.8万元。小家电板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688169 | 石头科技 | 2826.32万 | 6.14% | -77.87万 | -0.17% | -2748.45万 | -5.97% | | 002032 | 苏泊尔 | 1276.14万 | 6.95% | 1706.88万 | 9.29% | -2983.02万 | -16.24% | | 603355 | 莱克电气 | 954.58万 | 7.62% | 1064.08万 | 8.49% ...

Investment Rating - The report assigns an "Outperform" rating to several companies in the discretionary consumption sector, including Pop Mart, Anta Sports, Huazhu Group, Miniso, Li Ning, Atour Group, New Oriental Online, and Xtep International [1][5]. Core Insights - The report highlights the stable long-term growth of Luckin Coffee despite facing short-term margin pressures, indicating resilience in the F&B sector [2]. - The introduction of new children's meal sets by Taier emphasizes the trend towards fresh and healthy dining options, reflecting consumer preferences [2]. - The report notes the expansion of Midea's automotive parts production in Mexico, which supports local manufacturing for North American electric vehicle clients [2]. - The implementation of new national standards for smart home appliances starting May 1, 2026, is expected to enhance product quality and consumer trust in the home appliances sector [2]. Summary by Sections Company Performance - Guming and Pop Mart were the top performers this week, with stock price increases of 12.6% and 12.8% respectively [3][7]. - SuperHi International reported a revenue of $21 million for Q3 2025, a year-on-year increase of 7.8%, but faced a significant drop in net profit due to increased foreign exchange losses [2][5]. - Chagee's Q3 results showed a revenue decline of 9%, with adjusted net profit down 22% [2][5]. Market Trends - The report indicates a growing trend in the F&B sector towards fresh and healthy meal options, as seen with Taier's new children's meal offerings [2]. - The smart home appliance market is set to evolve with the introduction of new standards, which will likely drive innovation and consumer adoption [2].

- The report predicts adjustments to the sample stocks of the CSI 300, CSI 500, and CSI Dividend indices for December 2025 based on their respective index compilation and periodic adjustment rules[13][14][21] - **CSI 300 Index**: The CSI 300 Index is composed of 300 securities with large scale, good liquidity, and high representativeness from the Shanghai and Shenzhen markets. The selection process involves determining the sample space and then selecting the top 300 securities based on daily average trading volume and market capitalization over the past year. Adjustments are capped at 10% of the total sample size, with buffer zone rules applied to prioritize retention of existing samples and inclusion of new ones ranked within specific thresholds[14][15][16] - **CSI 500 Index**: The CSI 500 Index excludes the CSI 300 samples and the top 300 securities by market capitalization. The remaining securities are ranked by daily average trading volume and market capitalization, with the top 500 selected. Adjustments are also limited to 10% of the total sample size, with buffer zone rules ensuring the retention of old samples and prioritization of new ones ranked within specific thresholds[21][23] - **CSI Dividend Index**: This index selects 100 securities with high cash dividend yields, stable dividends, and sufficient liquidity. The selection process involves ranking securities by their average cash dividend yield over the past three years and applying liquidity and dividend payout ratio requirements. Adjustments are limited to 20% of the total sample size, with buffer zone rules applied to retain existing samples meeting specific criteria[25][26][28] - Predicted adjustments include the addition of 11 stocks to the CSI 300 Index, 50 stocks to the CSI 500 Index, and 7 stocks to the CSI Dividend Index. Examples of predicted additions include Huadian New Energy, Shenghong Technology, and Guangqi Technology for the CSI 300 Index; Electric Power Investment Energy, Supor, and Shenergy for the CSI 500 Index; and China National Offshore Oil Corporation, Sophia, and Baoxibird for the CSI Dividend Index[18][22][28]

Core Insights - The article presents the top 20 stocks in the S&P China A-Share Dividend Opportunity Index, highlighting their performance in terms of daily increase, year-to-date increase, and dividend yield [1] Group 1: Stock Performance - The top performer is Kesheng Co., Ltd. (300856.SZ) with a daily increase of 2.72% but a year-to-date decrease of 16.22% and a dividend yield of 1.46% [1] - Midea Group (000333.SZ) shows a daily increase of 1.04% and a year-to-date increase of 10.44%, with a dividend yield of 5.09% [1] - China Bank (601988.SH) has a daily increase of 0.80% and a year-to-date increase of 19.25%, with a dividend yield of 3.55% [1] Group 2: Dividend Yields - The highest dividend yield is from Siwei Liekong (603508.SH) at 13.26%, despite a daily decrease of 0.52% and a year-to-date increase of 23.78% [1] - Other notable dividend yields include China Shenhua (601088.SH) at 7.71% and Gree Electric Appliances (000651.SZ) at 7.41% [1] - Jiangsu Jinxiang (600901.SH) has a year-to-date increase of 29.11% with a dividend yield of 4.19% [1]