证券之星消息，8月6日小家电板块较上一交易日上涨0.66%，ST德豪领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。小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) | | --- | --- | --- | --- | --- | --- | | 002005 | ST德豪 | 2.71 | 5.04% | 26.96万 | 7172.57万 | | 605555 | 德昌股份 | 17.50 | 3.86% | 14.13万 | 2.45亿 | | 002403 | 爰仕达 | 16.23 | 3.77% | 64.21万 | 10.52亿 | | 603868 | 飞科电器 | 39.13 | 2.97% | 2.21万 | 8524.52万 | | 301187 | 欧圣电气 | 31.72 | 2.55% | 7.71万 | 2.43亿 | | 300272 | 开能健康 | 7.32 | 1.95% | 28.60万 | 2.08亿 | | 688793 | 倍轻松 | 34.34 ...

Investment Insights - The report highlights that the subsidy for replacing old appliances is continuing as expected, which supports domestic demand in the white goods sector [6] - Leading companies in the white goods sector, such as Midea Group, Gree Electric, and Haier Smart Home, are expected to show strong performance due to their robust overseas production capacity and market expansion strategies [6] - The two-wheeler sector is anticipated to benefit from accelerated national subsidies, with leading companies like Yadea Holdings expected to outperform the industry [6] - The black goods segment is seeing improvements in profitability driven by the old-for-new policy and structural upgrades, with a recommendation for Hisense Visual and a watch on TCL Electronics [6] Market Review - In July, the home appliance index showed a slight increase of 0.92%, but underperformed compared to the broader market indices, indicating a challenging environment for the sector [13] - The report notes that the home appliance sector's performance has been affected by fluctuating subsidy policies and tariff expectations, leading to a mixed market sentiment [12][13] - The overall market sentiment improved in July due to expectations of fiscal easing and a focus on "anti-involution" policies, which positively impacted the sector's absolute returns [13] Key Data Tracking - The report tracks significant price movements in raw materials, noting that copper and aluminum prices increased by 3% and 8% year-on-year, respectively, while cold-rolled steel prices decreased by 6% [20] - Retail sales of air conditioners showed strong growth in June, with online and offline sales increasing by 28% and 40% year-on-year, respectively, indicating a robust demand environment [27] - The report also highlights that the average selling prices of air conditioners have seen a slight decline, suggesting a competitive pricing environment [27][30]

Group 1: Market Overview - The home appliance market is expected to show resilient growth in the first half of 2025, driven by the trade-in policy, although significant differentiation among industry players is evident [1][2] - The color TV market is experiencing a steady recovery, with both volume and revenue growth in the first half of 2025 [2] Group 2: Company Performance - Sichuan Changhong's net profit, excluding non-recurring gains, is expected to decline year-on-year, while the company anticipates a net profit of 4.39 billion to 5.71 billion yuan, an increase of 56.53% to 103.59% due to significant non-recurring gains [2][3] - Skyworth Group expects a nearly 50% decline in after-tax net profit, primarily due to the ongoing downturn in the real estate market and sluggish sales [3] - Konka Group forecasts a narrowed loss, with a net profit ranging from -500 million to -360 million yuan, despite a year-on-year increase of 54.03% to 66.90% in net profit [3] Group 3: Sector-Specific Insights - The kitchen appliance sector is heavily impacted by the real estate market and export policies, with Supor experiencing revenue growth without profit increase, and major players like Liren Technology and Shuaifeng Electric facing significant profit declines [1][5] - TCL Technology expects revenue between 82.6 billion to 90.6 billion yuan, with a net profit of 1.8 billion to 2 billion yuan, driven by strong growth in its semiconductor display business [2] - The air conditioning, refrigerator, and washing machine markets are undergoing deep adjustments, with Hisense Home Appliances reporting a slight revenue increase of 1.44% to 49.34 billion yuan and a net profit increase of 3.01% [5][6] Group 4: Emerging Trends - XGIMI Technology anticipates a revenue of 1.626 billion yuan, a year-on-year increase of 1.63%, and a net profit of 88.66 million yuan, reflecting a significant growth of 2062.33% [4] - The small appliance sector remains sluggish, with Supor's revenue increasing by 4.68% to 11.478 billion yuan, but net profit declining slightly by 0.07% [6][7] - Companies like Beiding and Aishida are showing signs of recovery, with Beiding's revenue growing by 34.05% to 430 million yuan and net profit increasing by 74.92% [7]

根据调研日期截止日统计，近10日（7月21日至8月1日），海外机构对42家上市公司进行调研，其中， 苏泊尔最受关注，被9家海外机构密集调研。 证券时报·数据宝统计显示，近10日共有313家公司获机构调研，调研机构类型显示，证券公司调研达 271家，占比最多；基金公司调研223家，位列其后；海外机构共对42家上市公司进行走访。 海外机构调研榜单中，晶科能源、苏泊尔等2家公司最受关注，均有9家海外机构参与调研。 近10日海外机构调研股 | 证券代码 | 证券简称 | 海外机构家数 | 最新收盘价（元） | 其间涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 300539 | 横河精密 | 1 | 23.75 | 64.70 | 基础化工 | | 301511 | 德福科技 | 5 | 35.75 | 40.47 | 电力设备 | | 688500 | 慧辰股份 | 1 | 77.10 | 25.47 | 计算机 | | 002468 | 申通快递 | 1 | 16.20 | 23.19 | 交通运输 | | 300021 | 大禹节水 | 1 | 5.7 ...

| | 无障碍语音播报 | | | | --- | --- | --- | --- | | | (1) 0) | ( - -- () | | | 索取号 | AC61402002025447 | | 文 号 | | 产生日期 | 2025-07-28 | | | 中国质量新闻网讯 据上海市市场监督管理局网站消息，近期，上海市市场监督管理局对本市生产、销售的电饭锅（含电压力锅）产品质量进行了监督抽 查。本次抽查了20批次产品。经检验，未发现不合格。其中生产领域4批次；实体销售10批次；电商销售6批次。 本次抽查所抽样品产地涉及广东省、上海市、浙江省等7个省市。其中抽查到标称省内市生产企业共7批次；抽查到标称外省市生产企业共13批次。 本次监督抽查依据SHSSXZ0055-2025《电饭锅（含电压力锅）产品上海市产品质量监督抽查实施细则》组织实施。 2025年上海市电饭锅（含电压力锅）产品质量监督抽查所检项目符合相关标准的产品 | 样品标称 | 标称商 | | | | | 被抽样销售者所在 | 认证机构 | | --- | --- | --- | --- | --- | --- | --- | --- | | 名 ...

根据调研日期截止日统计，近10日（7月18日至7月31日），海外机构对43家上市公司进行调研，其中， 鼎泰高科最受关注，被23家海外机构密集调研。 证券时报·数据宝统计显示，近10日共有307家公司获机构调研，调研机构类型显示，证券公司调研达 266家，占比最多；基金公司调研220家，位列其后；海外机构共对43家上市公司进行走访。 海外机构调研榜单中，鼎泰高科参与调研的海外机构达到23家，最受关注；其次是麦格米特，参与调研 的海外机构共有12家。 从股价表现看，获海外机构调研股近10日平均上涨7.42%。其中，股价上涨的有横河精密、德福科技 等，表现最好的是横河精密，累计涨幅为94.43%。股价下跌的有15只，跌幅最大的是惠城环保，累计 跌幅为17.47%。 从业绩来看，近日获海外机构关注个股中，有4只公布了中期业绩（含快报），净利润增幅居前的有海 大集团、苏泊尔。 公布中期业绩预告的个股有9只，业绩预告类型来看，预增4只，预盈2只，预亏3只。以业绩预告净利润 增幅中值统计，净利润增幅最高的是骏亚科技，中期净利润同比增长幅度为338.64%。 （数据宝） | 002668 | TCL智家 | 1 | 10.1 ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监 CFO群体薪酬规模合计达42.70亿元，平均年薪为81.48万元。 登录新浪财经APP 搜索【信披】查看更多考评等级 就年龄结构而言，2024年家用电器上市公司CFO平均年龄为47.79岁，40-50岁群体约占48.5%，50岁以上群体约占37.4%，30-40岁群体约占14.1%。其中，男 性占比55.6%，平均年龄为48.71岁，49.1%超过50岁，40岁以下的CFO仅有5名；女性占比44.4%，平均年龄为46.64岁，34.1%在50岁以上，40岁以下的CFO 共9名。 年龄最大的男性CFO为供职于禾盛新材的周万民，现已67岁。彩虹集团的女性CFO刘群英目前61岁，在公司担任董事、副总经理和财务总监。联域股份的董 事会秘书、财务总监李群艳和天银机电的副总经理、财务总监李荟都为"90后"女性，年龄在35岁以下。 就任职期限而言，2024年家用电器上市公司CFO任职期在 ...

Core Viewpoint - Supor is leveraging its innovative "non-stick iron" technology and focusing on niche markets to drive growth, particularly through its successful strategies on the Pinduoduo platform [1][17]. Group 1: Product Launch and Sales Performance - Supor's new frying pan launched on Pinduoduo achieved nearly a thousand sales in just one week, reinforcing the company's strategy on the platform [2]. - Since entering Pinduoduo in 2021, Supor's cookware products have seen sales increase nearly fourfold over the past three years, with several products achieving annual sales of over ten million [2]. - The introduction of the honeycomb stainless steel frying pan in 2022 generated annual sales of 15 million, establishing Supor's foothold on Pinduoduo [4]. - The company has also developed smaller pressure cookers for young families, which have become another hot-selling item in 2023 [4]. Group 2: Market Strategy and Consumer Insights - Supor's strategy focuses on niche markets, targeting specific consumer needs, such as the growing number of young couples and the elderly [4][6]. - The company has identified that consumers in lower-tier cities prioritize cost-effectiveness, while those in first- and second-tier cities are more interested in health and smart products [16]. - Pinduoduo's broad user base and various marketing tools, such as "hundred billion subsidies," have significantly contributed to Supor's rapid market penetration [8][16]. Group 3: Marketing and Operational Support - Supor has benefited from Pinduoduo's specialized support teams, which provide insights into user demographics and consumption trends, aiding in product development [14]. - The use of marketing tools like "multi-user groups" and "hundred billion subsidies" has allowed Supor to quickly elevate new products to high sales levels [9][10]. - The company estimates that promotional cost savings from Pinduoduo's support have freed up hundreds of thousands of yuan annually for new product development [16]. Group 4: Future Innovations - Supor is set to launch its flagship "non-stick iron" frying pan, which is expected to achieve annual sales of over 20 million [2][17]. - The development of this product addresses long-standing issues in the cookware industry, such as uneven heating and food sticking, aligning with consumer demand for healthier cooking options [17][18].

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603486 | 科沃斯 | 5478.00万 | 6.65% | -1356.15万 | -1.65% | -4121.84万 | -5.00% | | 003023 彩虹集团 | | 4855.50万 | 6.91% | -2038.31万 | -2.90% | -2817.19万 | -4.01% | | 002705 新宝股份 | | 232.75万 | 1.23% | -640.59万 | -3.39% | - 407.84万 | 2.16% | | 603355 莱克电气 | | 211.68万 | 3.56% | -372.35万 | -6.26% | 160.67万 | 2.70% | | 002242 九阳股份 | | 40.64万 | 0.88% | -315.19万 | -6.82% | 274.55万 | 5.94% | | 603868 飞科 ...

Group 1 - The article highlights the target price increases for several listed companies, with notable gains for Ecovacs, Yingke Medical, and Ruina Intelligent, showing target price increases of 46.04%, 39.79%, and 38.85% respectively, across the small appliances, medical devices, and general equipment sectors [1][2] - On July 29, a total of 32 listed companies received broker recommendations, with Dongpeng Beverage receiving 5 recommendations, Haida Group 4, and Western Mining 3 [3] Group 2 - Three companies received their first coverage on July 29, including Ruina Intelligent with an "Accumulate" rating from Guotai Junan Securities, Yayi International with a "Buy" rating from Shanghai Securities, and Dongpeng Beverage with a "Buy" rating from Qunyi Securities (Hong Kong) [4]