Market Overview - The kitchen and bathroom appliance sector rose by 1.02% on August 21, with Aopu Technology leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Stock Performance - Aopu Technology (603551) closed at 12.47, up 4.00% with a trading volume of 61,900 shares and a turnover of 76.09 million yuan [1] - Other notable performers included: - Sunrise Orient (603366) at 11.04, up 2.60% with a turnover of 1.567 billion yuan [1] - Yitian Intelligent (300911) at 54.11, up 2.29% with a turnover of 287 million yuan [1] - Boss Electric (002508) at 19.82, up 0.51% with a turnover of 178 million yuan [1] Capital Flow - The kitchen and bathroom appliance sector experienced a net outflow of 158 million yuan from institutional investors, while retail investors saw a net inflow of 164 million yuan [1] - Detailed capital flow for key stocks showed: - Aopu Technology had a net inflow of 4.49 million yuan from institutional investors [2] - Yitian Intelligent had a net inflow of 3.78 million yuan from institutional investors [2] - Boss Electric faced a net outflow of 4.86 million yuan from institutional investors [2]

Group 1 - The "Guarding Brands" mechanism aims to enhance collaboration between market regulatory authorities and trademark holders to combat infringement and protect consumer rights [2][4] - Vatti, as a leading high-end kitchen appliance brand, has been recognized for its industry leadership and market influence by being selected as one of the first members of this mechanism [2][4] - The inclusion of Vatti and other top brands from Guangdong highlights the region's significance as a hub for intellectual property innovation and protection [4] Group 2 - The mechanism addresses challenges faced by companies in protecting their rights, such as difficulties in evidence collection and cross-regional enforcement coordination [4] - Vatti will benefit from enhanced protection and faster response times in case of major infringement cases, as the mechanism allows for coordinated investigations by regulatory authorities [4][6] - The establishment of this mechanism represents a milestone in providing institutional support for brand protection and fostering a collaborative governance model between government and market entities [6]

Core Insights - The 2025 China Kitchen Appliance Industry Summit Forum was held in Changchun, focusing on the theme "Good House, Good Kitchen Appliances, Good Life," aiming to explore the upgrade paths for kitchen spaces and product innovations in the kitchen appliance industry [1][2] - Vatti, a leading brand in high-end kitchen appliances, won the "China Good House, Good Kitchen Appliance Preferred Brand" award and had multiple products recognized for innovation, showcasing its strong brand and product capabilities [1][4] Industry Trends - The government report for 2025 emphasizes the construction of "safe, comfortable, green, and smart" homes, with kitchens being a core area for enhancing living quality, indicating a critical turning point for high-quality development in the kitchen appliance sector [2][3] - The need for ecological collaboration among real estate, renovation, and kitchen appliance sectors is highlighted, aligning with Vatti's long-term strategy of "scenario-based collaboration and full-link innovation" [2][3] Product Innovation - Vatti's product management emphasizes a "clean kitchen system" focusing on health and cleanliness, with 543 patents related to this initiative as of February 2025 [3] - The awarded products, including the new oxygen ultra-thin range hood and the one-button explosion stir-fry stove, address key consumer demands for kitchen health and cooking quality while meeting the four major requirements of "good house" [4][5] Future Directions - Vatti plans to continue focusing on "safety, comfort, green, and smart" as core directions, enhancing technological innovation and cross-industry collaboration to provide high-quality kitchen appliance products and solutions [5]

资金流向方面，今日主力资金净流出1428.88万元，占比成交额18.2%。其中，超大单净流出16.35万 元、占成交额0.21%，大单净流出1412.53万元、占成交额17.99%，中单净流出流入728.60万元、占成交 额9.28%，小单净流入700.28万元、占成交额8.92%。 通过天眼查大数据分析，华帝股份有限公司共对外投资了19家企业，参与招投标项目380次，知识产权 方面有商标信息629条，专利信息5000条，此外企业还拥有行政许可86个。 华帝股份最新一期业绩显示，截至2025一季报，公司营业总收入12.60亿元、同比减少8.80%，归属净利 润1.06亿元，同比减少14.33%，扣非净利润1.04亿元，同比减少14.92%，流动比率1.544、速动比率 1.336、资产负债率45.55%。 来源：金融界 金融界消息 截至2025年8月19日收盘，华帝股份（002035）报收于6.53元，下跌0.15%，换手率1.54%， 成交量12.03万手，成交金额7849.94万元。 天眼查商业履历信息显示，华帝股份有限公司，成立于1992年，位于中山市，是一家以从事电气机械和 器材制造业为主的企业。企业 ...

证券之星消息，8月18日厨卫电器板块较上一交易日上涨0.39%，日出东方领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。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 | 1783.57万 | 8.71% | -809.76万 | -3.95% | -973.80万 | -4.76% | | 002508 | 老板电器 | 1413.09万 | 7.67% | -789.88万 | -4.29% | -623.20万 | -3.38% | | 002543 万和电气 | | 409.77万 | 3.93% | -64.58万 | -0.62% | -345.19万 | -3.31% | | 603551 | 奥普科技 | 190.04万 | 6.14% | 190.04万 | 6.14% | -380 ...

Core Viewpoint - The company has not yet launched ultrasonic dishwashers, despite having conducted technology reserves and applied for related patents in previous years [1] Group 1 - The company confirmed that it has not introduced ultrasonic dishwasher products as of now [1] - The company has made technology reserves in ultrasonic technology and has applied for relevant patents [1] - The productization process of the related technology has been postponed due to a comprehensive evaluation of market environment changes, development needs, and costs [1]

Core Viewpoint - The company has not yet launched ultrasonic dishwashers, despite having conducted technology reserves and applied for related patents in previous years [1] Company Summary - The company confirmed that it has made technological reserves in ultrasonic technology and has applied for relevant patents [1] - The productization process of the related technology has been postponed due to a comprehensive evaluation of market environment changes, development needs, and costs [1]

Group 1 - The company has not yet launched an ultrasonic dishwasher product, despite having developed relevant technology and applied for patents in previous years [2] - The productization process of the ultrasonic technology has been postponed due to a comprehensive evaluation of market conditions, development needs, and costs [2]

Group 1 - The kitchen and bathroom appliance sector increased by 1.25% on August 15, with Yitian Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] - Yitian Intelligent's stock price rose by 5.45% to 53.03, with a trading volume of 58,700 shares and a transaction value of 309 million yuan [1] Group 2 - The main funds in the kitchen and bathroom appliance sector experienced a net outflow of 2.8364 million yuan, while retail investors saw a net inflow of 2.84032 million yuan [1] - Yitian Intelligent had a net inflow of 8.1458 million yuan from main funds, while it faced a net outflow of 16.9626 million yuan from speculative funds [2] - Retail investors contributed a net inflow of 8.8168 million yuan to Yitian Intelligent, indicating strong retail interest [2]

8月15日，记者获悉，国内首个针对中式烹饪清洁问题的团体标准已正式出台。同时，根据奥维云网预 计，2022年下半年洗碗机零售额将达到66亿元，全年破百亿已成定局。 据了解，洗碗机在上世纪80年代末进入我国市场。1998年，我国市场再次掀起洗碗机热潮，众多家电巨 头纷纷进入洗碗机领域，但无论是进口品牌还是合资品牌的产品，进入市场后反响平平，并无大规模增 长。尽管洗碗机生产企业和相关机构多次尝试推动洗碗机普及，洗碗机在中国市场始终处于初级阶段。 随着我国制造业发展，不少本土家电品牌纷纷仿照欧美设计生产洗碗机，但始终未能针对中式餐饮的重 油污进行有效改良，加之消费者对洗碗机存在洗不干净、费水费电的认知误区，导致洗碗机在中国长期 陷入"水土不服"的困境。 产业观察家洪仕斌表示，传统中式餐饮常用煎、炒、炸等烹饪方式，导致餐具食用油残留严重。而起源 于欧美的洗碗机，在设计之初就只是为了清洗轻油污，这导致西式洗碗机在中式油污面前尽显疲态。此 外，中式深碗不同于西式浅盘，普通喷淋水洗难以做到无死角的有效清洁。 有关分析认为，洗碗机作为一种舶来品，在进入中国市场以来，一直处于"水土不服"的尴尬位置，如今 随着技术的突破、标准的 ...