证券日报网讯 9月5日晚间，老板电器发布公告称，2025年中期权益分派方案为向全体股东每10股派5元 人民币现金（含税）。股权登记日为2025年9月11日，除权除息日为2025年9月12日。 （文章来源：证券日报） ...

证券代码：002508 证券简称：老板电器 公告编号：2025-047 杭州老板电器股份有限公司 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。 杭州老板电器股份有限公司（以下简称"公司"）2025年中期权益分派方案 已获2025年8月27日召开的公司第六届董事会第十七次会议和第六届监事会第十 六次会议审议通过，现将权益分派事宜公告如下： 一、股东大会审议通过利润分配方案情况 为基数，向全体股东每 10 股派 5.00 元人民币现金(含税)，预计派发的现金红 利总额为 472,469,458.00 元。若在分配方案实施前公司总股本发生变化的， 将按照"分配比例不变，调整分配总额"的原则相应调整。 会第十六次会议审议通过的方案一致。 六、咨询方式 本公司 2025 年中期权益分派方案实际为：以公司现有总股本 944,938,916 股为基数，向全体股东每 10 股派 5.00 元人民币现金（含税；扣税后，通过深股 通持有股份的香港市场投资者、QFII、RQFII 以及持有首发前限售股的个人和证 券投资基金每 10 股派 4.50 元；持有首发后限售股、股权激励限 ...

证券代码：002508 证券简称：老板电器 公告编号：2025-047 杭州老板电器股份有限公司 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。 杭州老板电器股份有限公司（以下简称"公司"）2025年中期权益分派方案 已获2025年8月27日召开的公司第六届董事会第十七次会议和第六届监事会第十 六次会议审议通过，现将权益分派事宜公告如下： 一、股东大会审议通过利润分配方案情况 1、公司 2025 年中期权益分派方案为：以公司现有总股本 944,938,916 股 为基数，向全体股东每 10 股派 5.00 元人民币现金(含税)，预计派发的现金红 利总额为 472,469,458.00 元。若在分配方案实施前公司总股本发生变化的， 将按照"分配比例不变，调整分配总额"的原则相应调整。 2、自分配方案披露至实施期间公司总股本未发生变化。 3、本次实施的分配方案与公司第六届董事会第十七次会议和第六届监事 会第十六次会议审议通过的方案一致。 二、权益分派方案 本公司 2025 年中期权益分派方案实际为：以公司现有总股本 944,938 ...

商业共振：从爆款孵化到全渠道深耕，为用户缔造美好体验 自2013年起至今的12年时间里，老板电器在与京东家电家居深度密切的合作下，已经成为了行业最成功 的家电品牌之一。通过依托京东出色的供应链优势和强大的资源整合能力，老板电器将众多优质的新家 电产品通过京东送到了消费者手中，收获了消费者认可和一众好评。 凭借46年烹饪赛道专业积淀，老板电器始终以烹饪信仰为指引，坚持"科技+人文"的发展路线，深度挖 掘用户价值，推动商业生态的进化与迭代。全球烹饪艺术中心以"工业+文旅"模式打造文旅标杆项目， 年接待超10万人次，覆盖北美、欧洲、东南亚等地区游客。通过沉浸式互动体验让消费者感受"烹饪的 乐趣"，架起了以科技为媒、文化为魂的沟通桥梁，实现品牌认知与文化传播双赢。作为老板电器展现 烹饪文明演进与科技成果的核心空间，全球烹饪艺术中心共珍藏着300多件馆藏器物,完整呈现了从新石 器时代的陶灶到如今智能厨电的发展变迁。 在参观交流过程中，京东一行不时驻足欣赏，直观体验了"烹饪文明如何一步步走到今天"，也加强了对 老板电器专注烹饪这件事的深层理解——既要传承文化根脉，也要通过科技为烹饪注入现代生命力。 随后，京东一行来到数字 ...

证券之星消息，9月5日厨卫电器板块较上一交易日上涨1.05%，奥普科技领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。厨卫电器板块个股涨跌见下表： 从资金流向上来看，当日厨卫电器板块主力资金净流出1330.41万元，游资资金净流入2068.54万元，散户 资金净流出738.13万元。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 | 1740.66万 | 11.08% | -807.07万 | -5.14% | -933.60万 | -5.94% | | 603551 | 奥普科技 | 514.39万 | 23.81% | -417.10万 | -19.30% | -97.29万 | -4.50% | | 605336 帅丰电器 | | 295.81万 | 6.17% | 403.66万 | 8. ...

Core Viewpoint - The company, Boss Electric, reported a decline in both revenue and net profit for the first half of 2025, indicating challenges in its core product categories and overall market performance [2][3][4]. Group 1: Revenue and Profit Decline - In the first half of 2025, Boss Electric's revenue was 4.608 billion, a year-on-year decrease of 2.58%, while the net profit attributable to shareholders was 712 million, down 6.28%, marking two consecutive years of profit decline [2][3]. - The company's reliance on its core products, particularly range hoods and gas stoves, has led to significant revenue pressure, with these categories contributing over 70% of total revenue [4][3]. Group 2: Product Performance - The revenue from range hoods and gas stoves was 2.205 billion and 1.156 billion respectively, showing declines of 2.36% and 1.11% year-on-year [4]. - Emerging product categories such as integrated stoves, steam ovens, and others have not compensated for the decline in core products, contributing less than 30% to total revenue [4]. - Specific product categories like steam ovens and integrated stoves saw substantial declines, with year-on-year drops of 44.18% and 45.24% respectively [4]. Group 3: Channel Challenges - Boss Electric's three main sales channels—offline retail, online e-commerce, and renovation projects—are all facing challenges, particularly in the renovation market, which has seen a significant downturn [6][7]. - The company's market share in the renovation channel has decreased, dropping from first to second place, with a current market share of 24% [6]. - In the offline market, the brand's market share for range hoods fell to 31.2%, a decline of 0.7 percentage points year-on-year [7]. Group 4: Multi-Brand Strategy Issues - The company is pursuing a multi-brand strategy to cater to diverse consumer needs, but it faces challenges in brand positioning and market perception [9][10]. - The main brand, "Boss," is struggling to maintain its high-end image, with sales expenses significantly outpacing research and development investments, which decreased by 10.9% [10]. - The sub-brand "Mingqi" has not gained traction in the market, lacking distinct features and effective pricing strategies, leading to limited support for overall company performance [11].

Investment Rating - The investment rating for the company is "Buy" and is maintained [7] Core Views - In the first half of 2025, the company achieved operating revenue of 4.608 billion yuan, a year-on-year decline of 2.58%. The net profit attributable to shareholders was 712 million yuan, down 6.28% year-on-year. The net profit after deducting non-recurring gains and losses was 642 million yuan, a decrease of 2.40% year-on-year. In the second quarter of 2025, the company reported revenue of 2.531 billion yuan, a year-on-year increase of 1.57%, and a net profit of 372 million yuan, up 2.96% year-on-year [2][4][10] - The company plans to distribute a cash dividend of 5 yuan (including tax) for every 10 shares, totaling 472 million yuan, which accounts for 66.39% of the adjusted net profit attributable to shareholders [2][4] - The overall gross margin for the first half of 2025 was 50.43%, an increase of 1.55 percentage points year-on-year, primarily due to effective supply chain management and cost control, leading to a 5.54% year-on-year decrease in operating costs [10] Summary by Sections Financial Performance - In the first half of 2025, the company reported operating revenue of 4.608 billion yuan, a decline of 2.58% year-on-year. The net profit attributable to shareholders was 712 million yuan, down 6.28% year-on-year. The net profit after deducting non-recurring items was 642 million yuan, a decrease of 2.40% year-on-year. In Q2 2025, revenue was 2.531 billion yuan, up 1.57% year-on-year, and net profit was 372 million yuan, an increase of 2.96% year-on-year [2][4][10] Product and Market Analysis - The main products, range hoods and gas stoves, contributed 47.86% and 25.10% of revenue, respectively, with slight year-on-year declines of 2.36% and 1.11%. New categories like dishwashers and integrated stoves showed strong growth, with revenue increases of 6.03% and 6.27% [10] - The East China region accounted for the highest revenue share at 46.63%, but saw a year-on-year decline of 9.17%. In contrast, the Northwest region experienced a revenue growth of 22.16%, and overseas markets grew by 52.12% [10] Strategic Initiatives - The company is focusing on enhancing retail channel operations and user experience, while also promoting trade-in activities to tap into the existing market amid a challenging new housing market. The e-commerce channel is being strengthened through user insights and content innovation [10] - The company is also expanding its global presence and brand internationalization [10] Profitability and Cost Management - The overall gross margin improved to 50.43%, up 1.55 percentage points year-on-year, driven by effective cost management. The gross margin for range hoods was 53.41%, an increase of 2.62 percentage points, while gas stoves saw a gross margin of 55.06%, up 2.06 percentage points [10] - Operating profit for the first half of 2025 was 700 million yuan, a year-on-year increase of 1.32% [10] Future Outlook - The company is expected to continue exploring new product directions and leveraging its channel resources to capture additional market opportunities. Projected net profits for 2025-2027 are 1.662 billion, 1.747 billion, and 1.847 billion yuan, with corresponding P/E ratios of 11.49, 10.93, and 10.33 [10]

证券之星消息，9月2日厨卫电器板块较上一交易日下跌0.14%，火星人领跌。当日上证指数报收于 3858.13，下跌0.45%。深证成指报收于12553.84，下跌2.14%。厨卫电器板块个股涨跌见下表： 从资金流向上来看，当日厨卫电器板块主力资金净流入4688.13万元，游资资金净流出8494.4万元，散户 资金净流入3806.27万元。厨卫电器板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603366 | 日出东方 | 11.95 | 5.75% | 119.33万 | 14.44亿 | | 002677 | 浙江美大 | 6.90 | 0.00% | 4.37万 | 2998.13万 | | 002543 | 万和电气 | 11.93 | -0.42% | 7.01万 | 8315.34万 | | 002035 | 体是股份 | 6.46 | ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [6] Core Views - The company's Q2 performance met expectations, with a revenue of 4.608 billion yuan in H1 2025, down 2.58% year-on-year, and a net profit attributable to shareholders of 712 million yuan, down 6.28% year-on-year [6] - The "old-for-new" policy continues to be reinforced, with strong growth in traditional kitchen appliance categories, particularly in the range hood and gas stove markets [6] - The company's profitability remains stable, with a gross margin of 50.43% in H1 2025, an increase of 1.55 percentage points year-on-year [6] - The company plans to distribute a cash dividend of 5 yuan per 10 shares to all shareholders, totaling approximately 472.47 million yuan [6] Financial Data and Profit Forecast - Total revenue forecast for 2025 is 11.786 billion yuan, with a year-on-year growth rate of 5.1% [5] - The net profit attributable to shareholders is expected to be 1.679 billion yuan in 2025, reflecting a year-on-year increase of 6.4% [5] - The earnings per share (EPS) is projected to be 1.78 yuan in 2025, with a price-to-earnings (P/E) ratio of 11 [5] - The company is expected to achieve net profits of 1.782 billion yuan and 1.879 billion yuan in 2026 and 2027, respectively, with corresponding year-on-year growth rates of 6.1% and 5.5% [5]

Group 1 - The core viewpoint of the news highlights the integration of artificial intelligence (AI) in various industries, particularly in Hangzhou's Linping district, showcasing successful applications and innovations in sectors like healthcare and kitchen appliances [1][2][3][4]. - Hangzhou Deshi Biotechnology Co., Ltd. developed the iMedImage™ model, which has been recognized in the "2025 Digital Health Innovation Application Cases," demonstrating the potential of AI in the biomedical field [1]. - Boss Electric, a leading kitchen appliance manufacturer, launched the AI cooking assistant "ROKI," which enhances user interaction and transforms traditional kitchen appliances into smart devices [2]. Group 2 - Linping district is focusing on building a modern industrial system that integrates smart manufacturing and AI, aiming to enhance the competitive edge of local enterprises [3][4]. - The district has set ambitious goals, including the establishment of an AI industry innovation center and the development of a city-level AI industrial ecosystem, with a target of achieving a 10% growth in the AI industry scale [3]. - Companies like Xio Elevator are leading the way in smart manufacturing, with their "super factory" showcasing advanced production capabilities and AI integration for safety monitoring [6]. Group 3 - Linping is actively promoting the "AI + New Manufacturing" initiative, aiming for over 20% AI penetration across the entire design-supply-production chain in key enterprises [4]. - The district is also focusing on digital transformation for manufacturing enterprises, encouraging tailored solutions to enhance the coverage of digital upgrades [4][7]. - A comprehensive assessment of AI applications in local enterprises revealed the use of technologies such as visual inspection and data mining, with applications in product design and quality control [7].