证券代码：002050 证券简称：三花智控 公告编号：2025-108 浙江三花智能控制股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 浙江三花智能控制股份有限公司（以下简称"公司"）于 2024 年 12 月 30 日 召开的第七届董事会第三十次临时会议，审议通过了《关于回购公司股份方案的 议案》。同意公司使用自有资金及股票回购专项贷款资金以集中竞价交易方式回 购公司股份，回购的价格不超过人民币 36.00 元/股，回购的资金总额为不低于人 民币 30,000 万元且不超过人民币 60,000 万元，具体回购股份的数量及占总股本 的比例以回购期满时实际回购数量为准。本次回购股份的实施期限为自公司董事 会审议通过回购股份方案之日起不超过 12 个月。2025 年 1 月 8 日，公司披露了 《回购股份报告书》（公告编号：2025-002）。具体关于回购股份的信息详见在 巨潮资讯网（http://www.cninfo.com.cn）和《证券时报》《上海证券报》披露的 相关公告。 2025 年 5 月 15 日，公司披露了 ...

证券之星消息，12月1日家电零部件板块较上一交易日上涨1.4%，禾盛新材领涨。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%。家电零部件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) | | --- | --- | --- | --- | --- | --- | | 002290 | 禾盛新材 | 42.40 | 7.97% | 15.50万 | 6.52亿 | | 603677 | 奇精机械 | 20.38 | 5.76% | 14.51万 | 2.956Z | | 6690ZG | 海达尔 | 50.23 | 4.80% | 4626.0 | 2315.90万 | | 920768 | 拾比値 | 12.35 | 3.00% | 1.78万 | 2173.27万 | | 002860 | 星帅尔 | 15.64 | 2.62% | 30.69万 | 4.83 Z | | 920108 | 宏海科技 | 14.18 | 2.60% | 8880.66 | 1243.68万 | | 300403 | 汉宇 ...

格隆汇12月1日丨三花智控(002050.SZ)在互动平台表示，公司暂无推出自有品牌机器人的计划。 ...

Core Viewpoint - The company, Sanhua Intelligent Control, has no current plans to launch its own branded robots, such as those named "Sanhua" [1] Company Focus - The company is currently focused on the supply chain segment within the robotics field [1]

Group 1 - The company is committed to a global development strategy and has established overseas production bases in Mexico, Poland, Vietnam, and Thailand [1] - The global production layout helps the company better respond to risks arising from international trade frictions [1]

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].

Core Viewpoint - The company, Sanhua Intelligent Control, confirmed that it does not hold any equity in Yushu Technology as of November 30 [1]. Group 1 - The company responded to an inquiry on its investor interaction platform regarding its ownership of Yushu Technology [2]. - An investor questioned whether the company holds shares in Yushu Technology, to which the company clarified its position [2].

Investment Focus - Alphabet (GOOGL US) is expected to maintain good visibility in its advertising business due to the gradual release of its valuation under pressure from AI search, with a projected 30%+ growth in cloud business for the year and margin improvement driven by scale effects [1] - Alibaba (BABA US) is anticipated to see a cloud business growth rate of 28%-30%, benefiting from strong momentum in instant retail, with Taobao expected to achieve a 20-30% MAU growth driven by flash purchase [1] - NVIDIA (NVDA US) is projected to achieve strong revenue growth in FY2027, with GB300 series products expected to account for two-thirds of Blackwell series products, and a revenue target of $500 billion over the next five quarters [1] - Tencent (700 HK) is recommended as a top pick, with a target price of 700, driven by steady growth in core gaming and advertising businesses, and a projected near 20% growth rate in advertising [3] - New Oxygen (SY US) is focusing on the light medical beauty sector with a rapid expansion plan, aiming to open 50 self-operated stores by 2025, supported by a strong marketing capability and low customer acquisition costs [3] - Ctrip (TCOM US) is expected to benefit from steady growth in domestic leisure travel and the recovery of outbound travel, with a projected revenue growth of 14% to 71.1 billion yuan in 2026 [3] - Huazhu (HTHT US) is transitioning to a high-margin franchise model, with a target price of $52, supported by a strong recovery in industry RevPar [4] - Futu (FUTU US) is positioned for long-term growth in the virtual asset business, with a user base of 3.1 million and a current valuation offering a safety margin [4] - AIA (1299 HK) is expected to see steady growth in new business value and operational indicators, with a forward PEV of 1.46x [4] - Dongfang Electric (1072 HK) is actively involved in global power station project contracting, with significant opportunities in the U.S. market due to the demand for power supply capabilities [9]

香港联交所最新数据显示，11月25日，摩根士丹利减持三花智控（002050）(02050)56.3619万股，每股 作价32.2373港元，总金额约为1816.96万港元。减持后最新持股数目约为2837.98万股，持股比例为 5.95%。 ...

Group 1 - Morgan Stanley reduced its stake in Sanhua Intelligent Controls (02050) by 563,619 shares at a price of HKD 32.2373 per share, totaling approximately HKD 18.1696 million [1] - After the reduction, Morgan Stanley's latest holding amounts to approximately 28,379,800 shares, representing a stake of 5.95% [1]