| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300911 | 亿田智能 | 41.70 | 2.76% | 6.61万 | 2.77亿 | | 603551 | 奥普科技 | 12.00 | 1.27% | 1.72万 | 2060.66万 | | 002508 | 老板电器 | 18.90 | 0.85% | 4.48万 | 8434.14万 | | 002035 | 华帝股份 | 6.38 | 0.16% | - 5.80万 | 3702.65万 | | 603366 | 日出东方 | 9.23 | -0.43% | 6.17万 | 5712.15万 | | 300894 | 火星人 | 12.34 | -0.88% | 3.87万 | 4796.31万 | | 002543 | 万和电气 | 11.90 | -0.92% | 4.78万 | 5713.86万 | | 002677 | 浙江美大 | 7.22 | -0.96% | 6.03万 | 4364.70万 | | 605336 ...

证券之星消息，10月21日厨卫电器板块较上一交易日上涨0.76%，火星人领涨。当日上证指数报收于 3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。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 | | --- | --- | --- | --- | --- | --- | --- | | 605336 帅丰电器 | = 287.66万 | 5.47% | -243.20万 | -4.62% | -44.46万 | -0.85% | | 603366 日出东方 | 260.97万 | 3.50% | -664.84万 | -8.91% | 403.87万 | 5.41% | | 002035 华帝股份 | 212.96万 | 5.51% | -35.72万 | -0.92% | -177.24万 | -4.59% | | 002508 老板电器 | 212.07万 | 3.15% | -34.73万 | -0.52% | -177.34万 | -2.64% | | ...

Investment Rating - The report maintains an "Outperform" rating for the home appliance industry [5][6]. Core Views - The home appliance sector is experiencing a mixed performance, with major appliances under pressure due to high base effects from last year, while small appliances continue to show growth. The upcoming Double Eleven shopping festival is expected to further boost sales in small appliances [1][12]. - The export value of home appliances in September saw a decline of 9.6%, with air conditioning exports particularly affected, while refrigerators and washing machines showed positive growth [3][40]. - The report highlights the resilience of the home appliance sector despite external challenges, with expectations for continued growth potential in overseas markets as companies expand their global presence [12][40]. Summary by Sections 1. Investment Rating - The home appliance industry is rated as "Outperform" [5]. 2. Market Performance - In September, retail sales of major appliances declined by approximately 20% due to high base effects, while small appliances like rice cookers and air fryers saw growth of 6.1% and 27.7% respectively [1][18]. - The Double Eleven shopping festival has been extended, allowing consumers more time to make purchases, which is expected to benefit sales [2][36]. 3. Export Performance - Home appliance exports fell by 9.6% in September, with air conditioning exports down 23.2%. However, washing machines and vacuum cleaners continued to grow by over 10% [3][40]. - The report notes that the actual overseas sales performance may be better than export figures suggest, as companies are diversifying their production and sales channels [40]. 4. Key Company Recommendations - Recommended companies include Midea Group, Gree Electric Appliances, Haier Smart Home, and TCL for white goods; Boss Electric for kitchen appliances; and Roborock and Ecovacs for small appliances [4][12][13].

从资金流向上来看，当日厨卫电器板块主力资金净流出3093.25万元，游资资金净流入1508.87万元，散户 资金净流入1584.38万元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300911 亿田智能 | | 2168.43万 | 8.54% | 1258.10万 | 4.95% | -3426.53万 | -13.49% | | 002677 浙江美大 | | 241.35万 | 4.08% | -292.36万 | -4.95% | 51.01万 | 0.86% | | 605336 帅丰电器 | | -49.62万 | -2.08% | 5.29万 | 4 0.22% | - 44.33万 | 1.86% | | 603551 | 奥普科技 | -151.10万 | -4.15% | 351.13万 | 9.64% | -200.03万 | -5.49% | | 00 ...

Core Insights - The kitchen and bathroom appliance sector experienced a slight decline of 0.07% on October 15, with Yitian Intelligent leading the drop [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Sector Performance - The kitchen and bathroom appliance sector saw mixed performance among individual stocks, with notable gainers including: - Sunrise Oriental (603366) at 9.44, up 1.29% with a trading volume of 96,500 shares and a turnover of 90.14 million yuan - Aopu Technology (603551) at 11.85, up 1.28% with a trading volume of 21,800 shares and a turnover of 25.70 million yuan - Mars Man (300894) at 12.45, up 1.22% with a trading volume of 31,900 shares and a turnover of 39.56 million yuan - Conversely, Yitian Intelligent (300911) closed at 51.31, down 2.79% with a trading volume of 42,700 shares and a turnover of 220 million yuan [1] Capital Flow - The kitchen and bathroom appliance sector saw a net inflow of 13.24 million yuan from institutional investors, while retail investors experienced a net outflow of 20.44 million yuan [1] - Detailed capital flow for selected stocks includes: - Sunrise Oriental (603366) with a net inflow of 7.13 million yuan from institutional investors and a net outflow of 2.13 million yuan from retail investors [2] - Yitian Intelligent (300911) with a net inflow of 6.61 million yuan from institutional investors and a net outflow of 1.72 million yuan from retail investors [2] - Aopu Technology (603551) with a net inflow of 2.10 million yuan from institutional investors and a net outflow of 0.14 million yuan from retail investors [2]

2025年10月13日，老板电器（002508）在优质运营、创新突破、社会贡献等指标中表现优异，入围《经 济观察报》2024—2025年度受尊敬企业。根据经观中国上市公司综合价值评估体系，营业收入、总资产 连续三年实现正增长。 ...

原以为"国补"东风下，家电行业火热一片，但结合2025年业绩中报及近期表现发现，分化趋势正愈发剧烈。一边是综合家电与小家电企业的红红火火，另 一边传统厨电与集成灶企业却跌跌不休。美的、海尔等综合巨头凭借"国补"政策、海外市场与智能新品三大引擎逆势增长，而集成灶"四小龙"则集体深陷 营收净利双降的泥潭。 究竟是外部环境所致，还是内部战略失焦？本期报告家居新范式将从多维度切入，深度剖析厨电企业的生存现状与发展困局，洞悉数据背后"规模与利 润""传统与新兴""稳健与激进"的终极较量。 先上一组最新的业绩财报数据汇总： | 分类 | 企业 | 营业收入 | 同比 | 净利润 | 同比 | | --- | --- | --- | --- | --- | --- | | | 名称 | (亿元) | | (亿元) | | | 综合 | 美的集团 | 2511.24 | 15.58% | 260.14 | 25.04% | | 家电 | 海尔智家 | 1564.94 | 10.22% | 120.33 | 15.59% | | | 格力电器 | 973.25 | -2.46% | 144.12 | 1.95% | | 小家电 ...

Core Insights - The kitchen and bathroom appliance sector experienced a slight increase of 0.05% on October 10, with Aopu Technology leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Sector Performance - Aopu Technology (603551) closed at 11.80, up 3.15% with a trading volume of 33,900 shares and a turnover of 39.71 million yuan [1] - Zhejiang Meida (002677) closed at 7.32, up 1.39% with a trading volume of 139,400 shares and a turnover of 102 million yuan [1] - Shuaixing Electric (605336) closed at 14.99, up 1.08% with a trading volume of 18,400 shares and a turnover of 27.51 million yuan [1] - Other notable performances include Vatti Corporation (002035) up 0.63%, and Boss Electric (002508) up 0.53% [1] Capital Flow Analysis - The kitchen and bathroom appliance sector saw a net outflow of 21.44 million yuan from institutional investors, while retail investors contributed a net inflow of 28.36 million yuan [1] - Aopu Technology experienced a net outflow of 730,000 yuan from institutional investors, while retail investors had a net inflow of 502,060 yuan [2] - Boss Electric (002508) had a net inflow of 8.037 million yuan from institutional investors, despite a net outflow of 974,930 yuan from speculative funds [2]

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司新成立的人工智能公司有没有什么创新产 品？还是只是想在原有产品增加一些人工智能的元素？ （记者 张明双） 老板电器（002508.SZ）10月9日在投资者互动平台表示，公司今年成立杭州人工智能研究院，重点布局 机器视觉与运动控制、语音交互与物联网等相关领域，加速老板电器AI技术在厨电产品中的高效转 化，从而为用户带来更加智能、便捷的个性化烹饪体验。 ...

证券日报网讯老板电器10月9日在互动平台回答投资者提问时表示，公司如有回购计划会依照规则及时 进行信息披露。 （文章来源：证券日报） ...