| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 6610Z6 | 倍益康 | 35.75 | 0.59% | 1.17万 | 1 | 4096.76万 | | 920926 | 鸡智科技 | 19.58 | 0.31% | 1.91万 | | 3666.07万 | | 002032 | 苏泊尔 | 47.81 | 0.17% | 2.40万 | | 1.14亿 | | 301187 | 欧圣电气 | 26.50 | -0.30% | - 3.16万 | | 8243.67万 | | 001259 | 利仁科技 | 25.53 | -0.66% | 1.14万 | | 2889.72万 | | 003023 | 彩虹集团 | 22.10 | -0.94% | 3.49万 | | 7622.20万 | | 300824 | 北鼎股份 | 11.91 | -1.00% | 3.80万 | | 4478.55万 | | 603868 | てお申請 | 35.78 | -1.05% | 9 ...

Investment Rating - The report maintains a positive outlook on the home appliance industry, particularly for the white goods sector, indicating a "Buy" recommendation for key players like Midea, Haier, and Gree [4][8]. Core Insights - The home appliance sector is benefiting from real estate policies and the "trade-in" program, leading to a sustained growth trend in domestic sales [6][14]. - The report highlights three main investment themes: white goods, export opportunities, and core components, with a focus on companies that are expected to outperform in these areas [8][17]. Summary by Sections 1. Domestic Sales Growth - From January to August 2025, the air conditioning industry produced 149.32 million units, a 6% year-on-year increase, with sales reaching 152.57 million units, up 7%, and domestic sales growing by 9% [6][14]. - The refrigerator and washing machine sectors also saw domestic sales growth of 4% and 6%, respectively, during the same period [6][14]. 2. White Goods and Components - The report notes that the average price of white goods is increasing due to the trade-in program, with air conditioning prices expected to rise further [27]. - Key companies are projected to show varied performance in Q3 2025, with Midea expected to see a 3% revenue increase and an 8% rise in profits, while Gree anticipates flat revenue and profit [28][29]. 3. Kitchen Appliances - The kitchen appliance sector is experiencing a recovery driven by real estate and trade-in policies, with significant growth in online sales for range hoods and gas stoves [6][14]. - Major players like Robam and Vatti are expected to see mixed results, with Robam projecting a 2% revenue increase but a 7% decline in profits [6][14]. 4. Small Appliances - The small appliance sector is benefiting from domestic trade-in policies, with companies like Supor and Joyoung expected to see revenue growth of 3% and a profit turnaround, respectively [6][14]. - The report highlights significant growth for companies like Stone Technology, which anticipates an 80% revenue increase [6][14]. 5. New Displays and Lighting - The emerging display sector is at a turning point, with companies like Hisense and Xiaomi expected to report revenue growth of 8% and 15%, respectively [6][14]. - The lighting industry is anticipated to see gradual improvements as market conditions stabilize [6][14]. 6. Investment Highlights - The report emphasizes the attractiveness of the white goods sector due to its low valuation, high dividends, and stable growth potential, recommending a combination of leading companies [8][17]. - Export opportunities are highlighted for companies like Ousheng Electric and Dechang, which are expected to benefit from increased orders and stable profitability [8][17]. 7. Trade-in Policy Impact - The trade-in policy has been expanded to include 12 categories of appliances, significantly boosting sales and consumer interest [17][18]. - The report notes that the trade-in program has already led to over 62 million units sold in 2024, generating nearly 270 billion yuan in consumption [17][18].

| 样品标称名称 | 标称 | 标称规 | 标称生产日 | 标称生产者名 | 被抽样生产者、销售者 | 被抽样销售者所在商 | 认证机构 | 不合格项目 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 商标 | 格型号 | 期/批号 | 称 | | 场/电商平台 | | | | 食品加工机 | 厨之 | 未标注 | 25.4.14/- | 廊坊峻畅家居 | 上海市闵行区张婷百货店 | / / 美 团 | 威凯认证检测 | 稳定性和机械危险、电源 | | （绞肉机） | 佳 | | | 有限公司 | （个体工商户） | | 有限公司 | 连接和外部软线 | 2025年上海市搅拌机产品质量监督抽查所检项目符合相关标准的产品 | 样品标称名称 | 标称商标 | 标称规格型号 | 标称生产日 | 标称生产者名称 | 被抽样生产者、销售者 | 被抽样销售者所在 | 认证机构 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 期/批号 | | | 商场/电商平台 | | | 打 ...

家用电器，简称家电，是指以电能来进行驱动(或以机械化动作)的家庭电器用具，可帮助执行家庭杂务。 家电基本上可以分为大型家电和小家电。大型家电与小家电相比体积较为宽大，不易运送且较常固定摆 放在一个位置，此外也可能因其耗电量较大而需要有特殊的装置或插头来供应电力。小家电是指一个相 对于"大家电"、"白电"、"黑电"的俗称，同时也是相对的概念，其基本特点是体积较小，价值较小，用电 量较小。本文对于小家电概念界定如下：小家电指的是体积较小、功率较小且便于携带的，主要用于提 升家庭生活品质或者个人生活质量及体验的家用电器。 依据小家电产品的功能、用途可以将小家电行业划分为厨房小家电、家居小家电、个人护理小家电。具 体产品介绍如下。 图表1：小家电分类 | 獎訓 | 产品 | | --- | --- | | 厨房小家电 | 酸奶机、煮蛋器、电热饭盒、豆浆机、电热水壶、电压力煲、豆芽机、电磁炉、电饭煲、电饼档、 烤饼机、消毒碗柜、榨汁机、电火锅、微波炉、多功能食品加工机等。 | | 家居小家电 | 电风扇、音响、吸尘器、电暖器、加湿器、空气清新器、饮水机、净水器、电动晾衣机等。 | | 个人护理小家电 | 电吹风、电动剃 ...

Market Overview - The small home appliance sector experienced a decline of 0.42% on September 29, with Xinbao Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Notable gainers in the small home appliance sector included: - Biyi Co., Ltd. (603215) with a closing price of 22.38, up 3.90% and a trading volume of 185,400 shares, totaling 422 million yuan [1] - ST Dehao (002005) closed at 2.40, up 3.45% with a trading volume of 168,000 shares, totaling 40.13 million yuan [1] - Major decliners included: - Xinbao Co., Ltd. (002705) with a closing price of 15.69, down 1.81% and a trading volume of 85,200 shares, totaling 133 million yuan [2] - Supor (002032) closed at 47.79, down 1.40% with a trading volume of 19,900 shares, totaling 95.41 million yuan [2] Capital Flow - The small home appliance sector saw a net outflow of 19.45 million yuan from institutional investors, while retail investors experienced a net outflow of 8.96 million yuan [2] - Conversely, speculative funds recorded a net inflow of 28.41 million yuan [2] Individual Stock Capital Flow - Biyi Co., Ltd. (603215) had a net outflow of 29.01 million yuan from institutional investors, with a net inflow of 10.83 million yuan from speculative funds [3] - Covos (603486) saw a net inflow of 17.62 million yuan from institutional investors, while retail investors had a net outflow of 15.22 million yuan [3] - Other notable stocks included: - ST Dehao (002005) with a net inflow of 3.48 million yuan from institutional investors [3] - Kaineng Health (300272) with a net inflow of 3.47 million yuan from institutional investors [3]

关键词：真空封口机、真空封口机市场规模、真空封口机行业现状、真空封口机发展趋势 内容概况：中国真空封口机行业正处于快速发展期，市场规模持续扩大。2024年，中国真空封口机行业 市场规模为171.57亿元，同比增长19.90%。在健康饮食趋势的引领下，预制菜和生鲜电商等新兴场景对 真空封口机的需求激增。消费者对食品新鲜度和安全性的高度重视，促使相关企业加大在真空包装设备 上的投入，以延长食品保质期并保持其品质。这为真空封口机行业带来了显著的市场机遇。与此同时， 非食品领域也贡献了显著的增量。医药行业的无菌包装需求，以及电子元件的防潮需求，进一步拓展了 真空封口机的应用场景。这些领域对真空封口机的高性能和可靠性提出了更高要求，推动了行业的技术 创新和产品升级。 相关上市企业：美的集团（000333）、苏泊尔（002032）、小熊电器（002959）、太力科技 （301595）、九阳股份（002242） 相关企业：中国石油化工股份有限公司、万华化学集团股份有限公司、金发科技股份有限公司、恒力石 化股份有限公司、中国铝业集团有限公司、山东南山铝业股份有限公司、立讯精密工业股份有限公司、 歌尔股份有限公司、京东方科技集 ...

Market Overview - The small home appliance sector experienced a decline of 0.63% on September 26, with Hongzhi Technology leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Key stocks in the small home appliance sector showed mixed performance, with the following notable movements: - Ecovacs (603486) closed at 106.45, up 0.42% with a trading volume of 41,500 and a turnover of 441 million [1] - Liren Technology (001259) closed at 25.74, up 0.27% with a trading volume of 7,920 and a turnover of 20.29 million [1] - Hongzhi Technology (870726) closed at 18.95, down 4.29% with a trading volume of 24,400 and a turnover of 46.58 million [2] Capital Flow - The small home appliance sector saw a net outflow of 27.98 million from institutional investors, while retail investors contributed a net inflow of 27.29 million [2] - The capital flow for key stocks indicated that: - Stone Technology (688169) had a net inflow of 52.13 million from institutional investors, but a net outflow of 47.69 million from speculative funds [3] - Ecovacs (603486) experienced a net outflow of 1.45 million from institutional investors, while speculative funds saw a net inflow of 47.30 million [3]

Core Viewpoint - Jiuyang Co., Ltd. has experienced a decline in stock price and financial performance, indicating potential challenges in the kitchen small appliance market [1][2]. Financial Performance - As of June 30, 2025, Jiuyang reported a revenue of 3.987 billion yuan, a year-on-year decrease of 9.11% [2]. - The net profit attributable to shareholders was 123 million yuan, down 30.02% compared to the previous year [2]. - Year-to-date, Jiuyang's stock price has dropped by 8.82%, with a 3.82% decline over the last five trading days and a 10.65% drop over the last 20 days [1]. Shareholder Information - As of June 30, 2025, the number of Jiuyang shareholders was 41,400, a decrease of 5.22% from the previous period [2]. - The average circulating shares per shareholder increased by 5.50% to 18,510 shares [2]. - The company has distributed a total of 8.39 billion yuan in dividends over the past three years [3]. Stockholder Composition - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 4.6641 million shares, a decrease of 502,900 shares [3]. - Southern CSI 1000 ETF increased its holdings by 517,200 shares to 2.8228 million shares [3]. - Guangfa Pension Index A is a new entrant among the top ten shareholders, holding 1.8064 million shares [3]. Business Overview - Jiuyang specializes in the research, production, and sales of kitchen small appliances, with main revenue sources being nutrition cookers (39.65%), food processors (36.67%), Western-style appliances (18.28%), cookware (3.69%), and other products (1.72%) [1].

Market Overview - The small home appliance sector increased by 1.38% on September 16, with Bi Yi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Performers - Bi Yi Co., Ltd. (603215) closed at 22.65, up 10.00% with a trading volume of 93,300 shares and a turnover of 204 million yuan [1] - Fu Jia Co., Ltd. (603219) closed at 19.49, up 6.50% with a trading volume of 189,400 shares and a turnover of 363 million yuan [1] - De Chang Co., Ltd. (605555) closed at 18.10, up 5.48% with a trading volume of 179,500 shares and a turnover of 319 million yuan [1] Market Capital Flow - The small home appliance sector saw a net inflow of 56.71 million yuan from institutional investors, while retail investors experienced a net inflow of 5.81 million yuan [2] - The sector faced a net outflow of 62.53 million yuan from speculative funds [2] Individual Stock Capital Flow - Bi Yi Co., Ltd. had a net inflow of 66.99 million yuan from institutional investors, but a net outflow of 32.30 million yuan from speculative funds [3] - De Chang Co., Ltd. experienced a net inflow of 30.21 million yuan from institutional investors, with a net outflow of 29.60 million yuan from speculative funds [3] - Fu Jia Co., Ltd. had a net inflow of 9.49 million yuan from institutional investors, but a net outflow of 12.61 million yuan from speculative funds [3]

Group 1 - The core point of the announcement is the election of the seventh board of directors for Joyoung Co., Ltd., with Zhu Hongtao elected as the employee representative director for a term of three years [1][3] - The seventh board will consist of seven directors, including one employee representative, in compliance with the Company Law and the company's articles of association [1][3] - The employee representative director has been confirmed to meet all qualifications and conditions as per relevant laws and regulations [1][3] Group 2 - The second extraordinary general meeting of shareholders was held on September 15, 2025, with a total of 143 shareholders and representatives present, representing 390,376,541 shares, which is 51.1622% of the total voting shares [10][11] - The meeting adopted a combination of on-site voting and online voting, with specific time slots for each method [5][7] - The meeting approved several proposals, including the independent director's allowance and amendments to the company's articles of association, with significant support from shareholders [15][16][18] Group 3 - The first meeting of the seventh board of directors was held on September 15, 2025, where Yang Ningning was elected as the chairperson of the board [31][32] - The board also elected Han Run as the vice-chairperson and appointed Qian Jiangang as the financial officer, with all appointments effective immediately [33][34][35] - The board established various specialized committees, including the audit committee and the nomination committee, to enhance corporate governance [39]