| 项 | 目 | 本报告期 | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司股 | | 盈利：1000万元-1500万元 | 盈利： | | 东的净利润 | | 比上年同期下降：86.42%-90.95% | 11044.8098万元 | | 归属于上市公司股 | | 盈利：900万元-1300万元 | 盈利： | | 东的扣除非经常性 | | | 11022.7134万元 | | 损益的净利润 | | 比上年同期下降：88.21%-91.84% | | | 基本每股收益 | | 盈利：0.0155元/股-0.0232元/股 | 盈利：0.17元/股 | 2、预计的业绩：预计净利润为正值且属于同向下降 50%以上情形 证券代码：002677 证券简称：浙江美大 编号：2026-001 浙江美大实业股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日—2025 年 12 月 31 日 二、与会计师事务所沟通情况 本次业绩预 ...

Core Viewpoint - The kitchen and bathroom appliance sector experienced a 2.18% increase on January 29, with Boss Electric leading the gains, while the overall market showed mixed results with the Shanghai Composite Index rising by 0.16% and the Shenzhen Component Index falling by 0.3% [1] Group 1: Market Performance - The closing price of Boss Electric was 21.51, reflecting a 7.07% increase, with a trading volume of 229,400 shares and a transaction value of 482 million yuan [1] - Other notable performers included Vatti Corporation with a 2.09% increase, Aupu Technology with a 1.72% increase, and Shuaifu Electric with a 1.47% increase [1] - The overall kitchen and bathroom appliance sector saw a net outflow of 30.67 million yuan from main funds, while retail investors contributed a net inflow of 32.48 million yuan [1] Group 2: Fund Flow Analysis - Boss Electric had a main fund net inflow of 19.57 million yuan, but retail investors showed a net outflow of 16.25 million yuan [2] - Vatti Corporation experienced a main fund net inflow of 3.44 million yuan, while retail investors had a net inflow of 0.97 million yuan [2] - Zhejiang Meida saw a main fund net inflow of 3.00 million yuan, with retail investors contributing a net outflow of 9.26 million yuan [2]

Market Overview - The kitchen and bathroom appliance sector experienced a decline of 1.46% on January 28, with "Rising Sun" leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Key stocks in the kitchen and bathroom appliance sector showed varied performance, with "Zhejiang Meida" down 3.29% and "Rising Sun" down 3.81% [1] - "Boss Electric" closed at 20.09, down 0.10%, with a trading volume of 60,800 shares and a transaction value of 122 million [1] - "Mars Man" saw a decline of 2.10%, closing at 11.64, with a trading volume of 48,900 shares and a transaction value of 57.22 million [1] Capital Flow - The kitchen and bathroom appliance sector saw a net outflow of 132 million from main funds, while retail investors contributed a net inflow of 108 million [1] - "Rising Sun" experienced a significant net outflow of 899.64 million from main funds, but a net inflow of 894.40 million from retail investors [2] - "Mars Man" had a net outflow of 1,223.97 million from main funds, with a net inflow of 565.22 million from retail investors [2]

Group 1 - The kitchen and bathroom appliance sector experienced a decline of 1.42% on January 26, with Shuaifeng Electric leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Notable stock performances included Rising Sun Oriental with a gain of 5.30% and Shuaifeng Electric with a loss of 9.97% [1] Group 2 - The kitchen and bathroom appliance sector saw a net inflow of 72.895 million yuan from main funds, while retail investors experienced a net outflow of 51.9875 million yuan [1] - Main fund inflows and outflows for specific stocks showed that Rising Sun Oriental had a net inflow of 1.3 billion yuan, while Shuaifeng Electric had a significant outflow of 8.7112 million yuan [2] - The overall trading volume for the sector was highlighted, with Shuaifeng Electric's trading volume at 15,700 shares and a transaction amount of approximately 24.7965 million yuan [1]

证券日报网讯1月23日，浙江美大（002677）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司的股东人数为52088户。 ...

Group 1 - The kitchen and bathroom appliance sector increased by 1.18% on January 23, with Zhejiang Meida leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] - Key stocks in the kitchen and bathroom appliance sector showed varied performance, with Zhejiang Meida rising by 5.48% to a closing price of 9.62 [1] Group 2 - The main capital inflow in the kitchen and bathroom appliance sector was 37.9974 million yuan, while retail investors saw a net outflow of 11.0005 million yuan [1] - Individual stock capital flows indicated that Sunrise Oriental had a main capital inflow of 28.7176 million yuan, but retail investors experienced a net outflow of 18.2127 million yuan [2] - Zhejiang Meida had a main capital inflow of 11.5743 million yuan, with retail investors also seeing a net outflow of 2.9917 million yuan [2]

Core Viewpoint - Zhejiang Meida reported a significant decrease in shareholder accounts and a notable decline in financial performance for the first three quarters of the year [2] Group 1: Shareholder Information - As of January 20, the number of shareholders for Zhejiang Meida was 52,088, a decrease of 6,768 from the previous period (January 10), representing a decline of 11.50% [2] Group 2: Stock Performance - The closing price of Zhejiang Meida was 9.62 yuan, reflecting an increase of 5.48%. Since the concentration of shares began, the stock price has cumulatively risen by 4.45%, with 5 days of increases and 5 days of decreases during the period [2] Group 3: Financial Performance - For the first three quarters, Zhejiang Meida achieved an operating revenue of 337 million yuan, a year-on-year decrease of 48.52%. The net profit was 17.89 million yuan, down 83.21% year-on-year, with basic earnings per share at 0.0300 yuan and a weighted average return on equity of 1.14% [2]

Group 1 - The kitchen and bathroom appliance sector increased by 0.72% on January 22, with Boss Electric leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Key stocks in the kitchen and bathroom appliance sector showed varied performance, with Boss Electric closing at 20.28, up 1.65%, and other notable stocks like Mars Man and Zhejiang Meida also showing positive gains [1] Group 2 - The net capital flow in the kitchen and bathroom appliance sector showed a net outflow of 10.65 million yuan from institutional investors and 21.11 million yuan from retail investors, while individual investors had a net inflow of 31.76 million yuan [1] - Specific stock performances indicated that Zhejiang Meida had a net inflow of 5.59 million yuan from institutional investors, while Boss Electric experienced a net outflow of 1.19 million yuan [2] - The overall capital flow dynamics suggest a mixed sentiment among different investor categories, with retail investors showing a preference for certain stocks despite the overall outflows from institutional and speculative investors [2]

集成灶行业目前正经历深刻的挑战。据产业在线数据，2025年传统烟灶市场虽因国补政策而短暂提振， 但随后面临需求透支。集成灶品类则在多重压力下持续下滑。2025年第一季度，集成灶市场零售额25亿 元，同比下滑34.5%，行业均价从高峰时的1.2万元下探至8000元。面对严峻的市场形势，浙江美大在 2026年初的千人年会成为观察其应对策略的窗口。本次年会不仅是总结与表彰，更被明确定位为"启航 新征程、擘画新蓝图的战略起点"。协会代表在年会上，对美大在开辟集成灶新赛道、技术标准建设方 面的贡献给予了高度评价。 厨房电器企业的未来，终究要在厨房里找答案。对于浙江美大而言，其战略核心正变得清晰：对内深化 智能厨房生态构建，对外以投资方式探索技术协同与潜在增长点。在2026年年会落幕之际，浙江美大已 明确其航向。这家公司正试图打通"厨房内的智能生态"与"厨房外的技术视野"之间的壁垒。 这次年会是浙江美大战略转型的集中宣示。智能化、生态化成为应对市场挑战的破局关键。年会上发布 的年度重磅新品，聚焦"智能烹饪、健康厨房、集成美学"，并深度融合智慧厨电生态。其中，"AI美大 家"设计软件的推出，能够实现极速出图、互联交互和实景 ...

Core Viewpoint - The kitchen and bathroom appliance sector experienced a slight increase of 0.08% on January 20, with Boss Electric leading the gains, while the overall market indices showed a decline [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4113.65, down 0.01% [1] - The Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Boss Electric's stock price rose by 1.58% to 19.93, with a trading volume of 104,100 shares and a transaction value of 207 million yuan [1] Group 2: Individual Stock Performance - Mars Man's stock price increased by 0.98% to 12.35, with a trading volume of 82,500 shares and a transaction value of 102 million yuan [1] - Vatti Corporation's stock price rose by 0.48% to 6.31, with a trading volume of 97,100 shares and a transaction value of 61.22 million yuan [1] - Wanhe Electric's stock price increased by 0.39% to 10.37, with a trading volume of 73,900 shares and a transaction value of 76.60 million yuan [1] - Aupu Technology's stock price rose by 0.18% to 11.19, with a trading volume of 21,900 shares and a transaction value of 2.45 million yuan [1] - Sunrise Oriental's stock price decreased by 0.41% to 9.64, with a trading volume of 137,800 shares and a transaction value of 13.30 million yuan [1] - Shuaixing Electric's stock price fell by 0.55% to 18.21, with a trading volume of 57,800 shares and a transaction value of 107 million yuan [1] - Yitian Intelligent's stock price decreased by 0.69% to 36.21, with a trading volume of 22,000 shares and a transaction value of 80.17 million yuan [1] - Zhejiang Meida's stock price dropped by 4.66% to 9.21, with a trading volume of 188,300 shares and a transaction value of 176 million yuan [1] Group 3: Capital Flow - The kitchen and bathroom appliance sector saw a net outflow of 13.75 million yuan from institutional investors and 10.81 million yuan from retail investors, while individual investors contributed a net inflow of 24.56 million yuan [1] - Boss Electric had a net inflow of 16.53 million yuan from institutional investors, while retail investors experienced a net outflow of 3.64 million yuan [2] - Mars Man had a net inflow of 6.11 million yuan from institutional investors, with retail investors seeing a net outflow of 1.09 million yuan [2] - Shuaixing Electric had a net inflow of 4.32 million yuan from institutional investors, while retail investors had a net inflow of 5.26 million yuan [2] - Vatti Corporation had a net inflow of 1.49 million yuan from institutional investors, with retail investors seeing a net inflow of 0.36 million yuan [2] - Yitian Intelligent experienced a net outflow of 3.91 million yuan from institutional investors, while retail investors had a net inflow of 0.37 million yuan [2] - Aopu Technology had a net outflow of 4.30 million yuan from institutional investors, with retail investors seeing a net inflow of 1.71 million yuan [2] - Wanhe Electric had a net outflow of 7.97 million yuan from institutional investors, while retail investors had a net inflow of 7.84 million yuan [2] - Sunrise Oriental experienced a net outflow of 12.99 million yuan from institutional investors, with retail investors seeing a net inflow of 4.79 million yuan [2] - Zhejiang Meida had a net outflow of 13.03 million yuan from institutional investors, while retail investors had a net inflow of 15.44 million yuan [2]