"后国补"时代，厨电企业面临的挑战越发严峻，开辟一条独特的可持续增长路径，已成为企业成功穿越周期的关键。 在这方面，"厨电三杰"方太、老板和华帝都是不错的观察样本。1月29日，华帝在媒体见面会上宣布将在全国启动"终端焕新计划"，通过"产品焕新+服务焕 新"构建高端、高效的消费场域，打造可持续发展的新业态，也在厨电行业转向深水区的当下，给出了一份极具前瞻性的答卷。 华帝股份（002035）副总裁兼COO韩伟表示："华帝坚持高质量发展战略，专注行业价值链的整体升级，做'全球高端厨房空间的引领者'，让自己持续有能 力为用户提供时尚健康的产品和服务。" 从具体内容上看，华帝这一轮"双焕新"计划的重点是满足消费升级的核心需求，在高端市场形成合力，拓宽增长路径。这个"潮味"最浓的厨电品牌，底色依 然是一个长期主义的信徒和践行者。 这一次，华帝如何完成"为未来投资"？又为何说这一计划极具前瞻性和长期主义？ 终端产品结构升级焕新强化增长韧性 2025年中央经济工作会议明确鼓励企业推出高端化、智能化、绿色化产品，以满足品质消费需求，2026年"两新"政策关键词是"优化"；与此同时，烟灶新国 标的落地也在倒逼行业技术升级。 业内 ...

从资金流向上来看，当日厨卫电器板块主力资金净流出3067.38万元，游资资金净流出180.51万元，散户 资金净流入3247.89万元。厨卫电器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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002508 老板电器 | | 1957.17万 | 4.06% | -331.94万 | -0.69% | -1625.23万 | -3.37% | | 300911 | | 632.40万 | 7.30% | 182.59万 | 2.11% | -814.99万 | -9.41% | | 002035 华帝股份 | | 344.64万 | 4.23% | -441.69万 | -5.43% | 97.05万 | 1.19% | | 002677 浙江美大 | | 300.03万 | 3.36% | 625.95万 | 7.01% | -925.98万 | -10.37% | | 603551 奥普 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002035 证券简称：华帝股份 公告编号：2026-002 华帝股份有限公司 2025年中期权益分派实施公告 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。 特别提示： 分红年度：2025年中期 分红类型：其他(2025年前三季度) 分配方案：分配比例固定 股权登记日：2026年2月3日 除权除息日：2026年2月4日 除权前总股本：847,653,618股 每10股派息（含税）：1元 现金分红总额：83,106,373.60元 除权后总股本：847,653,618股 回购专户上已回购的股份数量：16,589,882股 除回购股份外是否存在其他不参与分红的股份：否 每10股分红股：0股 送股总额：0股 每10股转增：0股 转增股份总额：0股 按A股除权前总股本（含回购股份及其他不参与分红的股份）计算的每10股派息（含税）：0.980428元 按A股除权前总股本（含回购股份及其他不参与分红的股份）计算的每股派息（含税）：0.0980428元 1、华帝股份有限公司（以下简称"公司"）通过公司回购专用证券 ...

证券代码：002035 证券简称：华帝股份 公告编号：2026-002 华帝股份有限公司 2025 年中期权益分派实施公告 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。 特别提示： | 分红年度：2025年中期 | 分红类型：其他(2025年前三季度) | | --- | --- | | 分配方案：分配比例固定 | 股权登记日：2026年2月3日 | | 除权除息日：2026年2月4日 | 除权前总股本：847,653,618股 | | 每10股派息（含税）：1元 | 现金分红总额：83,106,373.60元 | | 每10股分红股：0股 | 送股总额：0股 | | 每10股转增：0股 | 转增股份总额：0股 | | 除权后总股本：847,653,618股 | 回购专户上已回购的股份数量：16,589,882股 | | 除回购股份外是否存在其他不参与分红的股份：否 | | 2、自本次利润分配方案披露至实施期间，公司总股本未发生变动，享有利润分配权的 股本总额也未发生变化。 3、本次实施的利润分配方案与股东会审议通过的利润分配方案及其调整原则一致。 4、本次 ...

证券日报网讯 1月26日，华帝股份在互动平台回答投资者提问时表示，截至2026年1月20日，公司合并 普通账户和融资融券信用账户为36469户。 （文章来源：证券日报） ...

证券之星消息，1月26日厨卫电器板块较上一交易日下跌1.42%，帅丰电器领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。厨卫电器板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | | 603366 日出东方 | 1.30 Z | 12.48% | -8591.72万 | -8.26% | -4390.85万 | -4.22% | | 002543 万和电气 | 512.62万 | 3.03% | 2242.72万 | 13.24% | -2755.34万 | -16.27% | | 603551 奥普科技 | -230.02万 | -8.83% | 192.16万 | 7.38% | 37.86万 | 1.45% | | 002677 浙江美大 | -243.46万 | -1.35% | 603.72万 | 3.34% | -360.26万 | -1.99% ...

近日，由中央广播电视总台、广东省人民政府、广州市人民政府、深圳市人民政府共同指导，中央广播 电视总台广东总站和"越来越好"国际设计大赛组委会联合主办，央视频打造的2025"越来越好"国际设计 大赛（Better Design Award）颁奖典礼在广州国际会展中心举行。广东省副省长王胜、中央广播电视总 台总会计师董为民、"人民英雄"国家荣誉称号获得者张定宇、中国科学院院士吴硕贤、中国工程院院士 侯保荣、世界设计组织参议员及前主席托马斯·加维等嘉宾出席活动，现场星光熠熠、权威云集，共同 见证各大奖项揭晓。 华帝凭借《AI赋能下的设计创新推动厨电产业新变革》项目，从全球69个国家和地区的近1.6万份参赛 作品中脱颖而出，成功斩获"越来越好"产业设计奖。据了解，华帝此次获奖项目是对整体产业创新思 考，以厨房设计创新为核心驱动力，深度融合AI智能科技，不仅为消费者创造了全新的生活体验与场 景，更成功拓展了市场新空间、推动了产业新变革，在传统"内卷化"的产业存量中有效激发新增量，为 厨电产品生态的高质量发展注入强劲动力。该项目以AI智能化整体厨电中心为核心，通过产品、智能 制造与家装系统的协同联动，构建起覆盖用户、企业 ...

证券日报网讯1月22日，华帝股份（002035）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司合并普通账户和融资融券信用账户为36469户。 ...

Group 1 - The kitchen and bathroom appliance sector increased by 0.72% on January 22, with Boss Electric leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Key stocks in the kitchen and bathroom appliance sector showed varied performance, with Boss Electric closing at 20.28, up 1.65%, and other notable stocks like Mars Man and Zhejiang Meida also showing positive gains [1] Group 2 - The net capital flow in the kitchen and bathroom appliance sector showed a net outflow of 10.65 million yuan from institutional investors and 21.11 million yuan from retail investors, while individual investors had a net inflow of 31.76 million yuan [1] - Specific stock performances indicated that Zhejiang Meida had a net inflow of 5.59 million yuan from institutional investors, while Boss Electric experienced a net outflow of 1.19 million yuan [2] - The overall capital flow dynamics suggest a mixed sentiment among different investor categories, with retail investors showing a preference for certain stocks despite the overall outflows from institutional and speculative investors [2]

Core Viewpoint - The kitchen and bathroom appliance sector experienced a slight increase of 0.08% on January 20, with Boss Electric leading the gains, while the overall market indices showed a decline [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4113.65, down 0.01% [1] - The Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Boss Electric's stock price rose by 1.58% to 19.93, with a trading volume of 104,100 shares and a transaction value of 207 million yuan [1] Group 2: Individual Stock Performance - Mars Man's stock price increased by 0.98% to 12.35, with a trading volume of 82,500 shares and a transaction value of 102 million yuan [1] - Vatti Corporation's stock price rose by 0.48% to 6.31, with a trading volume of 97,100 shares and a transaction value of 61.22 million yuan [1] - Wanhe Electric's stock price increased by 0.39% to 10.37, with a trading volume of 73,900 shares and a transaction value of 76.60 million yuan [1] - Aupu Technology's stock price rose by 0.18% to 11.19, with a trading volume of 21,900 shares and a transaction value of 2.45 million yuan [1] - Sunrise Oriental's stock price decreased by 0.41% to 9.64, with a trading volume of 137,800 shares and a transaction value of 13.30 million yuan [1] - Shuaixing Electric's stock price fell by 0.55% to 18.21, with a trading volume of 57,800 shares and a transaction value of 107 million yuan [1] - Yitian Intelligent's stock price decreased by 0.69% to 36.21, with a trading volume of 22,000 shares and a transaction value of 80.17 million yuan [1] - Zhejiang Meida's stock price dropped by 4.66% to 9.21, with a trading volume of 188,300 shares and a transaction value of 176 million yuan [1] Group 3: Capital Flow - The kitchen and bathroom appliance sector saw a net outflow of 13.75 million yuan from institutional investors and 10.81 million yuan from retail investors, while individual investors contributed a net inflow of 24.56 million yuan [1] - Boss Electric had a net inflow of 16.53 million yuan from institutional investors, while retail investors experienced a net outflow of 3.64 million yuan [2] - Mars Man had a net inflow of 6.11 million yuan from institutional investors, with retail investors seeing a net outflow of 1.09 million yuan [2] - Shuaixing Electric had a net inflow of 4.32 million yuan from institutional investors, while retail investors had a net inflow of 5.26 million yuan [2] - Vatti Corporation had a net inflow of 1.49 million yuan from institutional investors, with retail investors seeing a net inflow of 0.36 million yuan [2] - Yitian Intelligent experienced a net outflow of 3.91 million yuan from institutional investors, while retail investors had a net inflow of 0.37 million yuan [2] - Aopu Technology had a net outflow of 4.30 million yuan from institutional investors, with retail investors seeing a net inflow of 1.71 million yuan [2] - Wanhe Electric had a net outflow of 7.97 million yuan from institutional investors, while retail investors had a net inflow of 7.84 million yuan [2] - Sunrise Oriental experienced a net outflow of 12.99 million yuan from institutional investors, with retail investors seeing a net inflow of 4.79 million yuan [2] - Zhejiang Meida had a net outflow of 13.03 million yuan from institutional investors, while retail investors had a net inflow of 15.44 million yuan [2]