Group 1: Market Overview - The home appliance market is expected to show resilient growth in the first half of 2025, driven by the trade-in policy, although significant differentiation among industry players is evident [1][2] - The color TV market is experiencing a steady recovery, with both volume and revenue growth in the first half of 2025 [2] Group 2: Company Performance - Sichuan Changhong's net profit, excluding non-recurring gains, is expected to decline year-on-year, while the company anticipates a net profit of 4.39 billion to 5.71 billion yuan, an increase of 56.53% to 103.59% due to significant non-recurring gains [2][3] - Skyworth Group expects a nearly 50% decline in after-tax net profit, primarily due to the ongoing downturn in the real estate market and sluggish sales [3] - Konka Group forecasts a narrowed loss, with a net profit ranging from -500 million to -360 million yuan, despite a year-on-year increase of 54.03% to 66.90% in net profit [3] Group 3: Sector-Specific Insights - The kitchen appliance sector is heavily impacted by the real estate market and export policies, with Supor experiencing revenue growth without profit increase, and major players like Liren Technology and Shuaifeng Electric facing significant profit declines [1][5] - TCL Technology expects revenue between 82.6 billion to 90.6 billion yuan, with a net profit of 1.8 billion to 2 billion yuan, driven by strong growth in its semiconductor display business [2] - The air conditioning, refrigerator, and washing machine markets are undergoing deep adjustments, with Hisense Home Appliances reporting a slight revenue increase of 1.44% to 49.34 billion yuan and a net profit increase of 3.01% [5][6] Group 4: Emerging Trends - XGIMI Technology anticipates a revenue of 1.626 billion yuan, a year-on-year increase of 1.63%, and a net profit of 88.66 million yuan, reflecting a significant growth of 2062.33% [4] - The small appliance sector remains sluggish, with Supor's revenue increasing by 4.68% to 11.478 billion yuan, but net profit declining slightly by 0.07% [6][7] - Companies like Beiding and Aishida are showing signs of recovery, with Beiding's revenue growing by 34.05% to 430 million yuan and net profit increasing by 74.92% [7]

从资金流向上来看，当日厨卫电器板块主力资金净流出1273.37万元，游资资金净流出276.66万元，散户 资金净流入1550.03万元。厨卫电器板块个股资金流向见下表： 证券之星消息，8月1日厨卫电器板块较上一交易日上涨0.46%，奥普科技领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。厨卫电器板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603551 | 奥普科技 | 11.24 | 2.00% | 2.29万 | 2563.79万 | | 002677 | 浙江美大 | 6.96 | 0.87% | 3.64万 | 2527.34万 | | 002508 | 老板电器 | 19.24 | 0.84% | 4.66万 | 8929.46万 | | 300894 | 火星人 | 14.24 | 0.56% | 7.45万 ﻞ | 1.06亿 | | 002543 | 万和电气 | 11.73 | 0.34% | 3 ...

Core Viewpoint - Zhejiang Meida has shown a stable performance in the market with a recent stock price increase of 0.87% and a total market capitalization of 4.497 billion yuan [1] Company Overview - Zhejiang Meida is located in Jiaxing, Zhejiang Province, and specializes in the manufacturing, processing, and sales of integrated stove products [3] - The company is a leader in the domestic integrated stove market, with a production capacity of approximately 600,000 units and a market share of 25% [3] - The main business revenue for 2017 was 926 million yuan, with the integrated stove segment accounting for 90.2% of total revenue [3] - The company focuses on the research, design, production, and sales of integrated smart kitchen appliances and home products [3] Financial Performance - The company has reported a dividend yield of 5.60%, 7.42%, and 4.09% over the past three years [2] - As of the first quarter of 2025, Zhejiang Meida achieved operating revenue of 98.36 million yuan, a year-on-year decrease of 63.97%, and a net profit attributable to shareholders of 7.79 million yuan, down 89.90% year-on-year [7] - Since its A-share listing, the company has distributed a total of 3.364 billion yuan in dividends, with 1.079 billion yuan distributed in the last three years [8] Market Position and Strategy - The company has established official flagship stores on major e-commerce platforms such as Tmall, JD.com, and Suning, and has opened its own online store and Douyin direct sales store [2] - The company’s product range has expanded to include integrated sinks, overall cabinets, and embedded kitchen appliances, providing a complete solution for healthy kitchens [3] - As of July 18, 2025, the number of shareholders was 63,900, a decrease of 0.87% from the previous period [7] Investment Insights - The average trading cost of the stock is 7.30 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak [6] - The stock is currently near a resistance level of 6.99 yuan, indicating potential for a price correction if this level is not surpassed [6]

证券代码：002677 证券简称：浙江美大 公告编号：2025-023 浙江美大实业股份有限公司 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、董事会会议召开情况 浙江美大实业股份有限公司（以下简称"公司"）第五届董事会第十三次会 议（以下简称"会议"）通知于 2025 年 7 月 25 日以专人送达方式发出，会议于 应出席董事 9 人，实际出席董事 9 人。会议由董事长王培飞先生主持，公司监事、 高管人员列席本次会议。本次会议的召集、通知、召开以及参与表决董事人数符 合《中华人民共和国公司法》《公司章程》等有关法律、法规的规定。 二、董事会会议审议情况 经全体董事逐项认真审议，并经记名投票表决的方式通过了如下议案： 特此公告。 浙江美大实业股份有限公司 董 事 会 （以下简称"补充协议"），根据补充协议适时终止执 行《关于魔视智能科技（上海）有限公司之股东协议》中部分关于特定股东特殊 权利约定的相关条款。 表决结果：9 票同意，0 票反对，0 票弃权。具体内容详见公司于同日在巨潮 资讯网（www.cninfo.com.cn）披露的《关于对外投资事项签署 ...

）新增注册资本 100,283 美元，同时以人民币 9,166,448.50 元受让 Motovis Limited 持 有 的 目 标 公 司 注 册 资 本 22,791 美 元 ， 合 计 投 资 金 额 署《关于魔视智能科技（上海）有限公司之投资协议》，与目标公司及其股东等相 关方签署《关于魔视智能科技（上海）有限公司之股东协议》（以下简称"股东协 议"）。具体内容详见公司于 2025 年 6 月 14 日在巨潮资讯网（www.cninfo.com.cn） 披露的《关于对外投资的公告》（公告编号：2025-019）。 鉴于目标公司拟进行股份制改造以便进一步发展业务并开展资本运作计划，为 支持其股份制改造工作及目标公司未来发展和资本运作计划，使其符合相关法律法 规与监管机构、证券交易所的规定及要求，公司于 2025 年 7 月 31 日召开第五届董 事会第十三次会议，审议通过了《关于对外投资事项签署补充协议的议案》，同意 公司与目标公司及其股东等相关方签署《关于目标公司之股东协议之补充协议》 证券代码：002677 证券简称：浙江美大 公告编号：2025-024 浙江美大实业股份有限公司 本公司及董事会 ...

（文章来源：证券日报） 证券日报网讯 7月31日晚间，浙江美大发布公告称，公司第五届董事会第十三次会议审议通过了《关于 对外投资事项签署补充协议的议案》。 ...

2024年1至12月份，浙江美大的营业收入构成为：厨电行业占比100.0%。 （文章来源：每日经济新闻） 浙江美大（SZ 002677，收盘价：6.9元）7月31日晚间发布公告称，公司第五届第十三次董事会会议于 2025年7月31日在浙江省海宁市浙江美大实业股份有限公司会议室召开。会议审议了《关于对外投资事 项签署补充协议的议案》等文件。 ...

证券代码：002677 证券简称：浙江美大 公告编号：2025-024 1 再具有法律效力，补充协议各方之间就该等条款不再享有和承担任何权利和义务。 2、公司、目标公司及目标公司其他相关股东不可撤销地同意，自目标公司向 相关证券交易所递交上市申请之前一日，现行股东协议第 6 条"控制权变更或整体 出售"领售权即告解除并不可撤销地终止，相关条款对相关各方不再具有法律效力， 相关各方之间就该等条款不再享有和承担任何权利和义务。尽管有前述约定，各方 一致同意，若发生《补充协议》项下约定的效力恢复情形，自较早情形发生的次日 起，股东协议第 6 条"控制权变更或整体出售"条款的效力自动恢复且视为效力终 止之事项自始至终未发生。 浙江美大实业股份有限公司 关于对外投资事项签署补充协议的公告 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、基本情况 浙江美大实业股份有限公司（以下简称"公司"）于 2025 年 6 月 13 日召开了 公司第五届董事会第十二次会议，审议通过了《关于公司对外投资的议案》，同意 公司以人民币 100,833,551.50 元认购魔视智能科技（ ...

浙江美大实业股份有限公司（以下简称"公司"）第五届董事会第十三次会 议（以下简称"会议"）通知于 2025 年 7 月 25 日以专人送达方式发出，会议于 2025 年 7 月 31 日在浙江省海宁市浙江美大实业股份有限公司会议室召开。会议 应出席董事 9 人，实际出席董事 9 人。会议由董事长王培飞先生主持，公司监事、 高管人员列席本次会议。本次会议的召集、通知、召开以及参与表决董事人数符 合《中华人民共和国公司法》《公司章程》等有关法律、法规的规定。 证券代码：002677 证券简称：浙江美大 公告编号：2025-023 浙江美大实业股份有限公司 第五届董事会第十三次会议决议的公告 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、董事会会议召开情况 二、董事会会议审议情况 经全体董事逐项认真审议，并经记名投票表决的方式通过了如下议案： 1、审议通过《关于对外投资事项签署补充协议的议案》 鉴于魔视智能科技（上海）有限公司（以下简称"魔视智能"） 拟进行股份 制改造以便进一步发展业务并开展资本运作计划，为支持其股份制改造工作及目 标公司未来发展和资本运作计 ...

Core Viewpoint - Zhejiang Meida (002677) announced the signing of a supplementary agreement to terminate certain special rights provisions in the shareholder agreement, supporting the target company's restructuring and future capital operations [1] Group 1 - The company held the 13th meeting of the fifth board of directors on July 31, 2025, to review the investment matters [1] - The supplementary agreement aims to align with relevant laws, regulations, and requirements from regulatory bodies and stock exchanges [1] - This action is consistent with market practices for similar situations and aligns with the company's investment objectives and interests [1]