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TCL智家(002668) - 半年报董事会决议公告
2025-08-29 11:07
证券代码:002668 证券简称:TCL 智家 公告编号:2025-034 广东 TCL 智慧家电股份有限公司 第六届董事会第九次会议决议公告 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。 公司 2025 年半年度报告的编制、审议程序符合法律、行政法规的规定,报 告内容真实、准确、完整地反映了公司的实际情况,不存在任何虚假记载、误导 性陈述或者重大遗漏。 表决结果:7 票同意,0 票反对,0 票弃权。 具体内容详见公司同日披露于巨潮资讯网(http://www.cninfo.com.cn)的《2 025 年半年度报告》《2025 年半年度报告摘要》(公告编号:2025-036)。 三、备查文件 (一)公司第六届董事会第九次会议决议; 一、董事会会议召开情况 广东 TCL 智慧家电股份有限公司(以下简称"公司")第六届董事会第九 次会议于 2025 年 8 月 29 日(星期五)以现场结合通讯的方式召开。会议通知已 于 2025 年 8 月 19 日通过邮件的方式送达各位董事。本次会议应出席董事 7 人, 实际出席董事 7 人。 由于董事长彭攀先生因工作原因无 ...
TCL智家(002668) - 2025 Q2 - 季度财报
2025-08-29 10:40
广东 TCL 智慧家电股份有限公司 2025 年半年度报告 二〇二五年八月 广东 TCL 智慧家电股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整,不存在虚假记载、误导性陈述或者重大遗漏,并承担 个别和连带的法律责任。 公司负责人彭攀、主管会计工作负责人王浩及会计机构负责人(会计主管 人员)林如声明:保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告所涉及的发展战略、经营计划等前瞻性陈述不构成公司对投资者的 实质承诺,敬请投资者注意投资风险。 本公司敬请投资者认真阅读本报告全文,并特别注意本报告第三节"管理 层讨论与分析"之"十、公司面临的风险和应对措施"所列示的主要风险。 公司计划不派发现金红利,不送红股,不以公积金转增股本。 1 | 第一节 | 重要提示、目录和释义 | 1 | | --- | --- | --- | | 第二节 | 公司简介和主要财务指标 | 5 | | 第三节 | 管理层讨论与分析 | 8 | | 第四节 | 公司治理、环境和社会 ...
【盘中播报】23只个股跨越牛熊分界线
Market Overview - The Shanghai Composite Index is at 3812.43 points, above the annual line, with a change of 0.32% [1] - The total trading volume of A-shares is 1,230.98 billion yuan [1] Stocks Breaking Annual Line - 23 A-shares have broken above the annual line today, with notable stocks including Chuangyi Information, Zhongfu Information, and Qifeng New Materials, showing divergence rates of 11.29%, 5.02%, and 3.05% respectively [1] - Stocks with smaller divergence rates that have just crossed the annual line include Guizhou Tire, Andisoo, and Haier Smart Home [1] Top Stocks by Divergence Rate - Chuangyi Information (300366) has a daily increase of 13.27% and a divergence rate of 11.29% [1] - Zhongfu Information (300659) has a daily increase of 6.91% and a divergence rate of 5.02% [1] - Qifeng New Materials (002521) has a daily increase of 3.24% and a divergence rate of 3.05% [1] Additional Stocks with Minor Divergence - Anuoqi (300067) shows a daily increase of 2.60% with a divergence rate of 1.87% [1] - Henglin Shares (603661) has a daily increase of 2.56% and a divergence rate of 1.35% [1] - Other stocks with minor divergence rates include Rabbit Baby (002043), Landun Optoelectronics (300862), and Transsion Holdings (688036) [1]
白色家电板块8月27日跌1.66%,深康佳A领跌,主力资金净流出6.51亿元
Market Overview - The white goods sector experienced a decline of 1.66% on August 27, with major stocks like Deep Konka leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - Key stocks in the white goods sector showed the following performance: - Hisense Electric: Closed at 25.42, down 0.74% with a trading volume of 238,400 shares and a turnover of 614 million yuan [1] - Midea Group: Closed at 72.71, down 1.48% with a trading volume of 488,400 shares and a turnover of 3.606 billion yuan [1] - Gree Electric: Closed at 47.24, down 1.67% with a trading volume of 693,500 shares and a turnover of 3.313 billion yuan [1] - Haier Smart Home: Closed at 25.78, down 1.83% with a trading volume of 1,606,800 shares and a turnover of 1.591 billion yuan [1] - Whirlpool: Closed at 10.85, down 2.95% with a trading volume of 66,300 shares and a turnover of 73.269 million yuan [1] - TCL Smart Home: Closed at 10.71, down 3.08% with a trading volume of 294,100 shares and a turnover of 323 million yuan [1] - Snowman Electric: Closed at 14.34, down 3.24% with a trading volume of 55,200 shares and a turnover of 80.857 million yuan [1] - Changhong Meiling: Closed at 7.66, down 3.28% with a trading volume of 285,900 shares and a turnover of 223 million yuan [1] - Aucma: Closed at 7.08, down 4.19% with a trading volume of 320,900 shares and a turnover of 232 million yuan [1] - Deep Konka A: Closed at 5.89, down 4.54% with a trading volume of 1,730,600 shares and a turnover of 1.048 billion yuan [1] Capital Flow - The white goods sector saw a net outflow of 651 million yuan from institutional investors and 182 million yuan from retail investors, while there was a net inflow of 833 million yuan from individual investors [1] - Detailed capital flow for key stocks includes: - Hisense Electric: Net inflow of over 9.994 million yuan from institutional investors, but a net outflow of 26.163 million yuan from retail investors [2] - Snowman Electric: Net outflow of 723,500 yuan from institutional investors, with a net inflow of 519,630 yuan from retail investors [2] - Whirlpool: Net outflow of 3.6414 million yuan from institutional investors, with a net inflow of 391,560 yuan from retail investors [2] - Midea Group: Net outflow of 19.3266 million yuan from institutional investors, with a net inflow of 14 million yuan from retail investors [2] - TCL Smart Home: Net outflow of 22.2918 million yuan from institutional investors, with a net inflow of 1.54657 million yuan from retail investors [2] - Changhong Meiling: Net outflow of 23.8225 million yuan from institutional investors, with a net inflow of 2.21678 million yuan from retail investors [2] - Aucma: Net outflow of 39.0141 million yuan from institutional investors, with a net inflow of 22.5126 million yuan from retail investors [2] - Deep Konka A: Net outflow of 82.9116 million yuan from institutional investors, with a net inflow of 117 million yuan from retail investors [2] - Haier Smart Home: Net outflow of 1.64 million yuan from institutional investors, with a net inflow of 19.1 million yuan from retail investors [2] - Gree Electric: Net outflow of 30.5 million yuan from institutional investors, with a net inflow of 131.3 million yuan from retail investors [2]
白色家电板块8月26日涨0.27%,TCL智家领涨,主力资金净流入2.28亿元
Market Overview - The white goods sector increased by 0.27% on August 26, with TCL Smart Home leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - TCL Smart Home (002668) closed at 11.05, up 4.54% with a trading volume of 505,800 shares and a turnover of 556 million yuan [1] - Other notable performers include: - Snowman Electric (001387) at 14.82, up 1.30% [1] - Deep Kangjia A (000016) at 6.17, up 0.82% [1] - Midea Group (000333) at 73.80, up 0.38% [1] - Gree Electric (000651) at 48.04, down 0.12% [1] Capital Flow - The white goods sector saw a net inflow of 228 million yuan from institutional investors, while retail investors contributed a net inflow of 290 million yuan [1] - Notable capital flows for specific stocks include: - Gree Electric (000651) with a net inflow of 13.8 million yuan from institutional investors [2] - Midea Group (000333) with a net inflow of 11 million yuan from institutional investors [2] - TCL Smart Home (002668) with a net inflow of 44.56 million yuan from institutional investors [2]
国信证券:7月空调出货外冷内热 家电出口降幅环比收窄
Zhi Tong Cai Jing· 2025-08-26 06:28
Core Insights - In July, domestic air conditioner sales increased by 14% year-on-year due to high temperatures, while exports declined [1] - The overall household appliance export value in July decreased by 3% year-on-year, but the decline has narrowed compared to previous months [2] - The U.S. household appliance retail sales fell by 2% in July, with rising inventory levels indicating potential opportunities for Chinese appliance exports [3] Group 1: Domestic Market Performance - In July, total air conditioner sales in China reached 16.437 million units, a year-on-year increase of 1.6%, with domestic sales at 10.583 million units, up 14.3% [1] - The air conditioner export volume was 5.854 million units, showing a year-on-year decline of 15.5% due to high overseas inventory and tariffs [1] - Air conditioner production is expected to face pressure in August and September as the off-season approaches, with a projected production decline of 11.9% in September [1] Group 2: Export Market Trends - The household appliance export value in July was down 3.0% year-on-year, but the decline has improved from nearly 8% in May and June [2] - Specific categories like washing machines and vacuum cleaners saw over 10% growth, while refrigerators experienced a 1.5% increase in exports [2] - The air conditioner export value fell by 16.3% year-on-year, but the overall export performance is expected to improve as Chinese companies expand their overseas sales channels [2] Group 3: U.S. Market Insights - U.S. retail sales for electronics and appliances decreased by 1.7% year-on-year in July, with cumulative sales down 1.6% for the year [3] - Inventory levels in U.S. appliance stores have been rising, with a stock-to-sales ratio of 1.56, indicating a recovery from previous lows [3] - The increase in U.S. inventory levels may present opportunities for Chinese appliance exporters as they can benefit from the replenishment of stock [3] Group 4: Key Data Tracking - The relative performance of the home appliance market showed a decline of 2.01% this week [4] - Raw material prices for copper and aluminum decreased by 0.1% and 0.6% respectively, while cold-rolled steel prices fell by 1.8% [4] - Real estate data indicated a significant decline in residential construction and sales area, with year-on-year decreases of 17.3% and 4.1% respectively [4] Group 5: Investment Recommendations - Recommended companies in the white goods sector include Midea Group, Gree Electric Appliances, Haier Smart Home, TCL, and Hisense [5] - In the kitchen appliance segment, Boss Electric is recommended, while in the small appliance category, Bear Electric, Roborock, and Ecovacs are highlighted [5]
今日26只股长线走稳 站上年线
Market Overview - The Shanghai Composite Index closed at 3888.00 points, with a slight increase of 0.11% and total trading volume of 169.94 billion yuan [1] - A total of 26 A-shares have surpassed their annual moving average, indicating positive market sentiment [1] Notable Stocks - Creative Information (300366) showed the highest deviation rate of 4.01%, with a daily increase of 4.72% and a turnover rate of 13.12% [1] - TCL Smart Home (002668) followed with a 3.37% deviation rate, increasing by 5.49% today [1] - Weiming Environmental (603568) had a deviation rate of 2.57%, with a daily increase of 3.46% [1] Stocks with Smaller Deviations - China National Pharmaceutical (600938), Zhongju High-tech (600872), and China Oil (000028) all had minor deviation rates, just above their annual lines, with increases of 0.31%, 1.11%, and 0.57% respectively [2]
【盘中播报】14只个股突破年线
(文章来源:证券时报网) 8月26日突破年线个股乖离率排名 证券时报·数据宝统计,截至今日上午10:29,上证综指3871.31点,收于年线之上,涨跌幅为-0.32%,A 股总成交额为12408.94亿元。到目前为止,今日有14只A股价格突破了年线,其中乖离率较大的个股有 TCL智家、创意信息、伟明环保等,乖离率分别为3.84%、3.46%、2.42%;银邦股份、上海石化、湖南 裕能等个股乖离率较小,刚刚站上年线。 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | (%) | (%) | (元) | (元) | (%) | | 002668 | TCL智 | 5.96 | 3.25 | 10.79 | 11.20 | 3.84 | | | 家 | | | | | | | 300366 | 创意信 | 4.16 | 10.88 | 8.96 | 9.27 | 3.46 | | | 息 | | | | ...
家电行业周报(25年第34周):7月空调出货外冷内热,家电出口降幅环比收窄-20250825
Guoxin Securities· 2025-08-25 13:53
Investment Rating - The report maintains an "Outperform the Market" rating for the home appliance industry [6][64]. Core Views - The home appliance sector is expected to gradually return to stable growth in both domestic and export sales, driven by high temperatures boosting air conditioning sales domestically, despite export pressures from tariffs and high inventory levels [1][2][18]. - The report highlights a positive trend in major appliance exports, with a narrowing decline in July, particularly in washing machines and vacuum cleaners, which saw growth exceeding 10% [2][23]. - The U.S. home appliance retail market is experiencing a slight decline in sales, but inventory levels are rising, indicating potential benefits for Chinese exporters as U.S. retailers increase stock in response to tariffs [3][33]. Summary by Sections 1. Investment Rating - The home appliance industry is rated as "Outperform the Market" [6][64]. 2. Key Research Tracking and Investment Thoughts - July air conditioning sales in China saw a year-on-year increase of 14%, with total sales reaching 16.437 million units, a 1.6% increase year-on-year [1][19]. - Domestic sales of air conditioners were strong at 10.583 million units, up 14.3% year-on-year, while exports fell by 15.5% to 5.854 million units [1][19]. - The report anticipates a return to stable growth in both domestic and export sales as the peak season ends and promotional events approach [1][19]. - The July export value of home appliances decreased by 3.0% year-on-year, a significant improvement from the nearly 8% decline in previous months [2][23]. - The U.S. home appliance retail sales fell by 1.7% year-on-year in July, with inventory levels rising, indicating a potential opportunity for Chinese exporters [3][33]. 3. Key Data Tracking - The home appliance sector's relative performance was -2.01% this week, with raw material prices for copper and aluminum slightly declining [4][38][41]. - The report notes a decrease in housing construction and sales, with residential construction down 17.3% year-on-year in July [4][51]. - The report provides a list of recommended companies, including Midea Group, Gree Electric, and Haier Smart Home, all rated as "Outperform the Market" [5][61].
白色家电板块8月25日涨1.99%,深康佳A领涨,主力资金净流入3.39亿元
Market Performance - The white goods sector increased by 1.99% on August 25, with Shenzhen Konka A leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Individual Stock Performance - Shenzhen Konka A (000016) closed at 6.12, with a rise of 10.07% and a trading volume of 1.7496 million shares [1] - Hisense Home Appliances (000921) closed at 25.60, up 3.77%, with a trading volume of 334,600 shares [1] - Gree Electric Appliances (000651) closed at 48.10, up 2.10%, with a trading volume of 762,400 shares [1] - Midea Group (000333) closed at 73.52, up 1.98%, with a trading volume of 1.7002 million shares [1] - Haier Smart Home (600690) closed at 26.19, up 1.59%, with a trading volume of 524,900 shares [1] - Other notable performances include Changhong Meiling (000521) at 7.97 (+0.89%), Whirlpool (600983) at 11.16 (+0.18%), and TCL Smart Home (002668) at 10.57 (0.00%) [1] Fund Flow Analysis - The white goods sector saw a net inflow of 339 million yuan from institutional investors, while retail investors experienced a net outflow of 88.85 million yuan [1] - Major stocks like Shenzhen Konka A had a net inflow of 2.32 billion yuan from institutional investors, while retail investors had a net outflow of 1.27 billion yuan [2] - Gree Electric Appliances had a net inflow of 85.69 million yuan from institutional investors, but a net outflow of 90.78 million yuan from retail investors [2] - Hisense Home Appliances experienced a net inflow of 43.96 million yuan from institutional investors, with a net outflow of 46.46 million yuan from retail investors [2]