Investment Rating - The report suggests a positive outlook for the home appliance industry, particularly focusing on domestic demand and emerging market exports [4][54]. Core Insights - In April, home appliance exports showed a mixed performance with a slight increase in quantity (+1.5%) but a decrease in value (-1.7%). Air conditioner exports rose significantly by 14.5% [11][13]. - The report highlights strong growth in emerging markets, particularly Southeast Asia and Africa, with export values increasing by 70% and 43% respectively [13][16]. - The air conditioning production for June is projected to increase by 35%, driven by domestic demand and favorable market conditions [21][23]. Summary by Sections 1. April Home Appliance Export Performance - Home appliance exports in April showed a quantity increase of 1.5% but a value decrease of 1.7%. Air conditioners, refrigerators, washing machines, and LCD TVs had varied performances with air conditioners and washing machines showing notable growth [11][12][14]. 2. Regional Export Trends - Southeast Asia and Africa led the growth in exports, while North America and Europe experienced significant declines. For instance, air conditioner exports to South America and the Middle East grew by 37% and 31% respectively [16][18]. 3. Production Insights - The report indicates that air conditioning production in June is expected to reach 20.75 million units, a 17% increase year-on-year, with domestic production rising by 35.4% [21][23]. 4. Market and Sector Tracking - The report tracks market performance, noting a slight decline in the Shanghai Composite Index but a 0.4% increase in the home appliance sector index. Key stocks showed varied performance, with notable gains in companies like Stone Technology and Aishida [24][27]. 5. Investment Recommendations - The report recommends focusing on domestic demand and subsidy-driven growth in the white goods sector, as well as opportunities in the black goods sector and small appliances [4][54].

本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息 一致。 股东由鑫堂、吴一萍、吴莉萍、熊波保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 股票代码：002052 股票简称：*ST 同洲 公告编号：2025-061 深圳市同洲电子股份有限公司 关于股东与其一致行动人之间协议转让股份完成过户登记 的提示性公告 | | 本次股份转让前 | | 本次股份转让后 | | | | --- | --- | --- | --- | --- | --- | | 股东名称 | 持股数量（股） | | 占总股本比例 | 持股数量（股） | 占总股本比例 | | 由鑫堂 | 30,500,243 | 4.09% | 82,720,053 | 11.09% | | | 熊波 | 12,219,236 | 1.64% | 1,219,236 | 0.16% | | | 吴一萍 | 30,727,518 | 4.12% | 5,139,811 | 0.69% | | | 吴莉萍 | 22,610,803 | 3.03% | 6,978,700 | 0.94% | | | 合计 | 96,05 ...

股票代码：002052 股票简称：*ST 同洲 公告编号：2025-061 本次股份转让前后，由鑫堂及其一致行动人吴一萍、吴莉萍、熊波持有公司 关于股东与其一致行动人之间协议转让股份完成过户登记 的提示性公告 股东由鑫堂、吴一萍、吴莉萍、熊波保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息 一致。 深圳市同洲电子股份有限公司（以下简称"公司"）于2025年5月19日收到 股东由鑫堂先生及其一致行动人吴一萍女士、吴莉萍女士、熊波先生的通知， 获悉由鑫堂与一致行动人吴一萍、吴莉萍、熊波之间协议转让股份的过户登记 手续已办理完毕，并取得了中国证券登记结算有限责任公司出具的《证券过户 登记确认书》，现将有关情况公告如下： 一、股份转让基本情况 股东吴一萍、吴莉萍、熊波因个人资金安排需要拟以协议转让的方式向由鑫 堂转让其合计持有公司的52,219,810股（占公司总股本的7.00%），股份转让价 格为5.97元/股，转让价款合计为311,752,265.70元。详细内容请查阅公司于2025 年4月2日在指定信息披露媒体披露的 ...

特别提示： 1、案件所处的诉讼（仲裁）阶段：终审。 2、公司所处的当事人地位：上诉人（一审被告）。 深圳市同洲电子股份有限公司 关于投资者诉讼事项进展情况的公告 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。 股票代码：002052 股票简称：*ST 同洲 公告编号：2025-060 本判决为终审判决。 三、其他诉讼仲裁事项情况 3、涉案金额：驳回上诉，维持原判。二审判决公司向胡新林等 114 名投资 者赔偿损失 6757972.95 元；公司承担案件受理费 112411.50 元。 4、对公司损益产生的影响：上述判决系广东省高级人民法院作出的二审判 决，公司已按照深圳市中级人民法院一审判决结果计提预计负债。 深圳市同洲电子股份有限公司（以下简称"公司"）于近日收到广东省高级 人民法院送达的《民事判决书》【(2024)粤民终 6289-6328 号】等相关法律文书。 根据《民事判决书》显示，广东省高级人民法院对涉及胡新林等 114 名投资者的 诉讼索赔案件做出二审判决。现将具体情况公告如下： 一、本次诉讼事项的基本情况 公司关于上述投资者诉讼事项的具体情况详见 ...

Group 1 - BYD reported August sales of 174,915 new energy vehicles, a year-on-year increase of 184.84% [1] - Cumulative sales from January to August reached 978,795 units, representing a year-on-year growth of 267.31% [1] - The company sold 5,092 new energy passenger vehicles overseas in August [1] Group 2 - Zhongke Electric's subsidiary plans to establish a joint venture with Chongqing Fudi for the production of anode materials, with a registered capital of 1 billion RMB [2] - Zhongke Electric's subsidiary will contribute 650 million RMB, while Chongqing Fudi will contribute 350 million RMB [2] Group 3 - Yuyuan Group intends to transfer 13% of its shares in Jinhuijiu for approximately 1.937 billion RMB, reducing its stake to 25% [3] - The company plans to further reduce its holdings by more than 5% within the next six months [3] Group 4 - Lizhu Group's recombinant COVID-19 fusion protein vaccine has been included in the emergency use for sequential booster immunization [4] Group 5 - Guanghui Energy plans to repurchase shares worth between 800 million and 1 billion RMB to support employee stock ownership plans [5] Group 6 - Cambrian has launched four cloud-based intelligent chips, although mass sales will require a longer time frame and initial technical service investments [7] Group 7 - LePu Medical has received approval from the China Securities Regulatory Commission for the issuance of Global Depositary Receipts (GDRs) and listing on the Swiss Stock Exchange [9] - The GDR issuance will correspond to no more than 180,458,875 new A-shares [9] Group 8 - Fushi Holdings' subsidiary has entered into an exclusive advertising agency cooperation with the Central Radio and Television Station's automotive channel for three years [10] Group 9 - Guangzhou Port's container throughput in August was 1.981 million TEUs, a year-on-year increase of 2.4% [11] - The total cargo throughput for August was 44.788 million tons, a decrease of 0.6% [11] Group 10 - Ningbo Port expects to complete a container throughput of 3.58 million TEUs in August, a year-on-year increase of 10.2% [12] - The total cargo throughput is projected to decline by 3.0% [12] Group 11 - Ming Tai Aluminum reported a 7% year-on-year decrease in aluminum plate and strip sales in August, while aluminum profile sales increased by 47% [13] Group 12 - Electric Power Investment plans to invest in multiple wind and solar projects, with total static investments of 1.585 billion RMB for wind and 538 million RMB for solar [14] Group 13 - Northeast Pharmaceutical has signed a cooperation agreement with MedAbome for the development of the MAb11-22.1 antibody project [19] Group 14 - New Five Feng plans to acquire equity in Tianxin Seed Industry and several other companies for a total price of approximately 2.208 billion RMB [26] Group 15 - Sumeida's subsidiary plans to transfer 100% equity of eight photovoltaic power station project companies, with an estimated transaction value of 657 million RMB [27] Group 16 - *ST Tongzhou intends to acquire 51% equity in Tongtaiwei, fulfilling the capital contribution obligation of 10.2 million RMB [29] Group 17 - Tianyin Holdings' subsidiary plans to invest 120 million RMB in Xundong Xintong to acquire 40% equity [30] Group 18 - Hainan Haiyao plans to publicly transfer 43% equity in Shanghai Lishengte to attract new investors [31] Group 19 - New Asia Process plans to transfer 7.76% of its shares to Xiangcai New Materials at a price of 5.274 RMB per share [32] Group 20 - Lanwei Medical plans to raise no more than 664 million RMB through a private placement for provincial laboratory construction projects [34] Group 21 - Lida New Materials plans to issue convertible bonds to raise no more than 300 million RMB for a new aluminum material project [35] Group 22 - Gekewei has successfully launched its 12-inch CIS integrated circuit project, achieving over 95% yield [51] Group 23 - Baijin Medical's tricuspid valve ring product has received registration approval [52] Group 24 - Shanghai Pharmaceuticals has received approval to initiate Phase I clinical trials for a recombinant anti-CD20 humanized monoclonal antibody [53] Group 25 - Junda Co. has increased the production capacity of its solar cell production base project from 8GW to 10GW [54]

股票代码：002052 股票简称：*ST 同洲 公告编号：2025-058 深圳市同洲电子股份有限公司 关于申请撤销公司股票退市风险警示及 深圳市同洲电子股份有限公司（以下简称"公司"）于2025年4月22日在指定 信息披露媒体披露了《关于申请撤销公司股票退市风险警示及其他风险警示的公 告》，公司向深圳证券交易所提出撤销公司股票退市风险警示及其他风险警示的 申请，详细内容请查阅相关公告。 截至本公告披露日，公司向深圳证券交易所申请撤销退市风险警示及其他风 险警示事项处于补充材料阶段，根据《深圳证券交易所上市规则》第9.1.12条规 定，补充材料期间不计入深圳证券交易所作出有关决定的期限。公司将根据该申 请事项的进展情况及时履行信息披露义务，有关信息以公司在指定信息披露媒体 发布的公告为准。 公司申请撤销退市风险警示及其他风险警示尚需经深圳证券交易所批准，能 否获得深圳证券交易所批准尚存在不确定性。公司指定信息披露媒体为《中国证 券 报 》、《 上 海 证 券 报 》、《 证 券 时 报 》、《 证 券 日 报 》 和 巨 潮 资 讯 网 (www.cninfo.com.cn)。公司所有信息均以在上述指定媒体披 ...

Core Viewpoint - Shenzhen Tongzhou Electronics Co., Ltd. announced a change in the equity of shareholders holding more than 5% of the company's shares, specifically regarding a reduction in shareholding by one of the shareholders, Wu Liping [1][2]. Group 1: Shareholder Changes - The shareholders, including You Xintang, Xiong Bo, Wu Yiping, and Wu Liping, collectively held 100,079,100 shares before the change, accounting for 13.42% of the total share capital [2]. - Wu Liping reduced her shareholding by 4,021,300 shares from 3.57% to 3.03% of the total share capital during the period from May 9 to May 13, 2025 [2][3]. - The collective shareholding of the aforementioned shareholders decreased from 13.42% to 12.88% following the reduction [2][3]. Group 2: Compliance and Regulations - The reduction in shareholding does not require prior disclosure of a reduction plan, in accordance with relevant regulations [2]. - The shareholders confirmed that the information provided is true, accurate, and complete, with no false records or misleading statements [1].

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。 深圳市同洲电子股份有限公司（以下简称"公司"）于2025年4月22日在指定 信息披露媒体披露了《关于申请撤销公司股票退市风险警示及其他风险警示的公 告》，公司向深圳证券交易所提出撤销公司股票退市风险警示及其他风险警示的 申请，详细内容请查阅相关公告。 股票代码：002052 股票简称：*ST 同洲 公告编号：2025-058 深圳市同洲电子股份有限公司 关于申请撤销公司股票退市风险警示及 其他风险警示的进展公告 截至本公告披露日，公司向深圳证券交易所申请撤销退市风险警示及其他风 险警示事项处于补充材料阶段，根据《深圳证券交易所上市规则》第9.1.12条规 定，补充材料期间不计入深圳证券交易所作出有关决定的期限。公司将根据该申 请事项的进展情况及时履行信息披露义务，有关信息以公司在指定信息披露媒体 发布的公告为准。 公司申请撤销退市风险警示及其他风险警示尚需经深圳证券交易所批准，能 否获得深圳证券交易所批准尚存在不确定性。公司指定信息披露媒体为《中国证 券 报 》、《 上 海 证 券 报 》、《 证 券 时 报 》 ...

股票代码：002052 股票简称：*ST 同洲 公告编号：2025-059 深圳市同洲电子股份有限公司 现将有关情况公告如下： | 1．基本情况 | | | --- | --- | | 信息披露义务人 | 由鑫堂、熊波、吴一萍、吴莉萍 | 住所 由鑫堂住所：广东省深圳市福田区 熊波住所：福建省厦门市思明区 吴一萍、吴莉萍住所：福建省福州市鼓楼区 权益变动时间 2025 年 5 月 9 日-2025 年 5 月 13 日 股票简 称 *ST 同洲 股票代码 002052 变动类 型（可 多选） 增加□ 减少☑ 一致行动人 有☑ 无□ 是否为第一大股东或实际控制人 是□ 否☑ 2．本次权益变动情况 股份种类（A 股、B 股等） 减持股数（万股） 减持比例（%） 吴莉萍 402.13 0.54 合 计 402.13 0.54 本次权益变动方式 （可多选） 通过证券交易所的集中交易 ☑ 通过证券交易所的大宗交易 □ 其他 □（请注明） 3．本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 股份性质 本次变动前持有股份 本次变动后持有股份 股数(万股) 占总股本比 例(%) 股数(万股) 占总股本比 例(% ...

广东宝城律师事务所 关于深圳市同洲电子股份有限公司 2024 年年度股东大会 之法律意见书 致:深圳市同洲电子股份有限公司 广东宝城律师事务所(以下简称"本所")接受深圳市同洲电子股份有限公 司(以下简称"同洲电子"或"公司")的委托,根据《中华人民共和国公司法》 (以下简称《公司法》)、《中华人民共和国证券法》(以下简称《证券法》)、 中国证券监督管理委员会(以下简称"中国证监会")发布的《上市公司股东会 规则》(以下简称《股东会规则》)等中华人民共和国境内(以下简称"中国境 内",为本法律意见书之目的,不包括中国香港特别行政区、中国澳门特别行政 区和中国台湾地区)现行有效的法律、行政法规、规章、规范性文件以及《深圳 市同洲电子股份有限公司章程》(以下简称《公司章程》)的有关规定,指派律 师出席了公司于 2025年 5 月 13 日召开的 2024 年年度股东大会(以下简称"本 次股东大会"）,并就本次股东大会相关事宜出具本法律意见书。 为了出具本法律意见书,本所律师列席了公司本次股东大会并审查了公司提 供的有关公司召开本次股东大会的文件。 在本法律意见书中,本所仅对本次股东大会召集和召开的程序、出席本次股 ...