Guangdong Xinbao Electrical Appliances (002705)

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新宝股份10月20日获融资买入1066.96万元,融资余额1.73亿元
Xin Lang Cai Jing· 2025-10-21 01:34
10月20日,新宝股份跌0.33%,成交额8362.54万元。两融数据显示,当日新宝股份获融资买入额 1066.96万元,融资偿还886.49万元,融资净买入180.47万元。截至10月20日,新宝股份融资融券余额合 计1.74亿元。 融资方面,新宝股份当日融资买入1066.96万元。当前融资余额1.73亿元,占流通市值的1.43%,融资余 额低于近一年30%分位水平,处于低位。 机构持仓方面,截止2025年6月30日,新宝股份十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股3234.44万股,相比上期减少302.58万股。招商量化精选股票发起式A(001917)位居第五 大流通股东,持股346.69万股,相比上期增加82.75万股。南方中证1000ETF(512100)位居第六大流通 股东,持股299.65万股,相比上期增加56.31万股。富国稳健增强债券A/B(000107)位居第七大流通股 东,持股266.36万股,相比上期减少24.92万股。富国双债增强债券A(010435)位居第八大流通股东, 持股229.65万股,为新进股东。东方红新动力混合A(000480)位居第九大流通股东,持股 ...
小家电板块10月20日涨0.2%,倍益康领涨,主力资金净流出4653.17万元
Zheng Xing Xing Ye Ri Bao· 2025-10-20 08:21
证券之星消息,10月20日小家电板块较上一交易日上涨0.2%,倍益康领涨。当日上证指数报收于 3863.89,上涨0.63%。深证成指报收于12813.21,上涨0.98%。小家电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) | | --- | --- | --- | --- | --- | --- | | 6610Z6 | 倍益康 | 39.75 | 11.28% | 3.98万 | 1.53亿 | | 920926 | 鸡智科技 | 19.62 | 3.54% | 1.24万 | 2398.33万 | | 003023 | 彩虹集团 | 24.80 | 3.33% | 20.60万 | 5.02亿 | | 688793 | 倍轻松 | 28.67 | 2.54% | 7282.98 | 2069.06万 | | 001259 | 利仁科技 | 25.95 | 2.37% | 7251.0 | 1866.43万 | | 002005 | ST德豪 | 2.40 | 2.13% | 11.64万 | 2798.02万 | | 603219 | 富佳股份 ...
家电板块25年三季报业绩前瞻
2025-10-19 15:58
家电板块 25 年三季报业绩前瞻 20251019 摘要 2025 年第三季度,白电内销中高端消费占比提升,流量机型价格竞争 缓和,价格基本恢复至 4 月水平,可能与空调淡季有关。美的低价策略 初期对海信有影响,但 7 月后海信安装卡增速反超,表明价格竞争趋缓。 美国终端动销偏弱,前期关税预期导致抢货,三季度透支效应显现。降 息对家电消费的传导需 3 个季度,短期内消费疲软。中国企业通过产能 转移至埃及、泰国等地规避关税压力。 美的集团收入预期增速高单位数至 10%,但因资产并表拖累利润增速。 海尔收入增速预计 7%-8%,利润双位数增长,受益于渠道改革、费用 率降低及卡萨帝品牌增长。海信家电收入和利润增速预计微增,中央空 调业务面临压力。 TCL 智家收入预计与去年持平,利润受高基数影响也持平。海容冷链收 入与上半年匹配,冷藏柜及外销高增长,利润与收入增速匹配。Mini LED 渗透率边际收缩,但通过产品迭代提升卖贵能力。 海信视像美国市场竞争激烈,欧洲市场份额提升,预计外销量保持高单 位数增长,收入中单位数增长,Mini LED 拉动均价,但营销费用增加导 致利润增长收缩至 15%左右。 Q&A 2025 ...
小家电板块10月17日跌2.16%,倍益康领跌,主力资金净流出7906.24万元
Zheng Xing Xing Ye Ri Bao· 2025-10-17 08:31
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 6610ZG | 倍益康 | 35.72 | -7.39% | 2.46万 | 9077.74万 | | 603215 | 比依股份 | 19.41 | -6.23% | 8.85万 | - 1.76 Z | | 603486 | 科沃斯 | 90.75 | -3.95% | 4.67万 | 4.31亿 | | 603219 | 富佳股份 | 16.42 | -3.58% | 6.74万 | 1.13亿 | | 301187 | 欧圣电气 | 24.93 | -3.56% | 3.23万 | 8162.73万 | | 688169 | 石头科技 | 173.00 | -3.35% | 3.60万 | 6.32 亿 | | 688793 | 倍轻松 | 27.96 | -2.07% | 7062.57 | 1994.44万 | | 300272 | 开能健康 | 6.37 | -2.00% | 8.86万 | 5706.38万 | | 300824 ...
新宝股份:公司出口美国的产品主要采用FOB交易模式
Zheng Quan Ri Bao Wang· 2025-10-16 11:10
证券日报网讯新宝股份(002705)10月16日在互动平台回答投资者提问时表示,公司出口美国的产品主 要采用FOB交易模式,由买方自行清关并支付关税。 ...
小家电板块10月16日跌1.29%,比依股份领跌,主力资金净流出1.21亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-16 08:20
从资金流向上来看,当日小家电板块主力资金净流出1.21亿元,游资资金净流入1474.07万元,散户资金 净流入1.06亿元。小家电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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 605555 德昌股份 | | 2391.49万 | 10.89% | -387.99万 | -1.77% | -2003.50万 | -9.12% | | 603355 莱克电气 | | 683.84万 | 12.43% | 329.05万 | 5.98% | -1012.89万 | -18.42% | | 002705 | 新宝股份 | 470.16万 | 5.44% | -1111.24万 | -12.86% | 641.08万 | 7.42% | | 301187 | 欧圣电气 | 298.41万 | 6.00% | -207.93万 | -4.18% | -90.48万 | -1.82% | | 00200 ...
“中国第一展”广交会开幕
Shen Zhen Shang Bao· 2025-10-15 22:59
宁波大叶园林设备股份有限公司是某品类割草机单项出口冠军。公司98%业务出口,北美和欧洲市场各 占其四成业务量。公司销售副总程玉介绍,20多年来,公司完成了从贴牌生产到品牌出海,从中国制造 到北美制造,从跟跑市场到定义市场的蜕变。 程玉表示,广交会首日,采购商对于智能化的产品询盘特别活跃。在这个领域,包括大叶在内的中国制 造商已经处于有能力定义市场的全球引领地位。 在新宝股份公司展位上,洽谈参观的采购商多到需要轮候等位。公司负责人高贺欣表示,在滴漏咖啡品 类,公司占据中国出口四成。今年上半年公司总体海外市场营收超60.7亿元,同比增长2.49%,尤其在 新兴市场中东、非洲、拉美等地区取得可观的增长。 她介绍,由"小家电制造龙头"向"成为全球知名电器企业"升级,产品品类由传统的厨房电器、家居电 器、生活电器向电器制造领域"价值高地"进军,背后是公司对外加大、加快印尼等海外产能布局建设, 对内在深圳等地设立研究院等合力的结果。 【深圳商报讯】(驻穗记者 张莹)金秋十月,珠江之畔万商云集,10月15日,第138届广交会如约而 至。155万平方米展览空间内,7.46万个展位鳞次栉比,3.2万家企业携全球前沿产品汇聚一堂 ...
小家电板块10月15日涨0.44%,倍益康领涨,主力资金净流出1.15亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-15 08:29
Market Overview - The small home appliance sector increased by 0.44% on October 15, with BeiYikang leading the gains [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] Stock Performance - BeiYikang (code: 6610Z6) closed at 38.15, rising by 4.72% with a trading volume of 26,900 lots and a transaction value of 102 million yuan [1] - Other notable performers include: - Aishida (code: 002403) at 14.57, up 3.26% [1] - Ousheng Electric (code: 301187) at 26.48, up 2.20% [1] - Kaineng Health (code: 300272) at 6.56, up 2.18% [1] - Delma (code: 301332) at 9.88, up 1.96% [1] Capital Flow - The small home appliance sector experienced a net outflow of 115 million yuan from institutional investors, while retail investors saw a net inflow of 94.22 million yuan [2] - The capital flow for specific stocks includes: - Xinbao (code: 002705) with a net inflow of 12.21% from institutional investors [3] - Feike Electric (code: 603868) with a net inflow of 18.64% from retail investors [3] - Kaineng Health (code: 300272) with a net outflow of 1.35% from retail investors [3]
小家电板块10月13日跌3.15%,比依股份领跌,主力资金净流出1.39亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-13 12:38
Market Overview - The small home appliance sector experienced a decline of 3.15% on October 13, with Bei Yi Co. leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Key stocks in the small home appliance sector showed varied performance, with Bei Yi Co. closing at 22.88, down 5.26%, and Kewo Si at 97.49, also down 5.26% [2] - Other notable declines included Stone Technology at 187.50, down 5.20%, and Xin Bao Co. at 15.42, down 3.81% [2] Trading Volume and Capital Flow - The small home appliance sector saw a net outflow of 139 million yuan from main funds, while retail investors contributed a net inflow of 97.90 million yuan [2] - The trading volume for key stocks included 136,200 shares for Bei Yi Co. and 51,400 shares for Kewo Si, indicating significant trading activity despite the overall decline [2] Individual Stock Capital Flow - Among individual stocks, Jiu Yang Co. had a main fund net inflow of 3.68 million yuan, while Fu Jia Co. experienced a net outflow of 1.32 million yuan from main funds [3] - Retail investors showed a preference for stocks like Su Po Er, which had a net inflow of 4.19 million yuan from retail investors, despite a net outflow from main funds [3]
家电行业2025年三季报业绩前瞻:内销将面临以旧换新高基数,关税扰动下出口不改长期增长趋势
Shenwan Hongyuan Securities· 2025-10-13 10:15
Investment Rating - The report maintains a positive outlook on the home appliance industry, particularly for the white goods sector, indicating a "Buy" recommendation for key players like Midea, Haier, and Gree [4][8]. Core Insights - The home appliance sector is benefiting from real estate policies and the "trade-in" program, leading to a sustained growth trend in domestic sales [6][14]. - The report highlights three main investment themes: white goods, export opportunities, and core components, with a focus on companies that are expected to outperform in these areas [8][17]. Summary by Sections 1. Domestic Sales Growth - From January to August 2025, the air conditioning industry produced 149.32 million units, a 6% year-on-year increase, with sales reaching 152.57 million units, up 7%, and domestic sales growing by 9% [6][14]. - The refrigerator and washing machine sectors also saw domestic sales growth of 4% and 6%, respectively, during the same period [6][14]. 2. White Goods and Components - The report notes that the average price of white goods is increasing due to the trade-in program, with air conditioning prices expected to rise further [27]. - Key companies are projected to show varied performance in Q3 2025, with Midea expected to see a 3% revenue increase and an 8% rise in profits, while Gree anticipates flat revenue and profit [28][29]. 3. Kitchen Appliances - The kitchen appliance sector is experiencing a recovery driven by real estate and trade-in policies, with significant growth in online sales for range hoods and gas stoves [6][14]. - Major players like Robam and Vatti are expected to see mixed results, with Robam projecting a 2% revenue increase but a 7% decline in profits [6][14]. 4. Small Appliances - The small appliance sector is benefiting from domestic trade-in policies, with companies like Supor and Joyoung expected to see revenue growth of 3% and a profit turnaround, respectively [6][14]. - The report highlights significant growth for companies like Stone Technology, which anticipates an 80% revenue increase [6][14]. 5. New Displays and Lighting - The emerging display sector is at a turning point, with companies like Hisense and Xiaomi expected to report revenue growth of 8% and 15%, respectively [6][14]. - The lighting industry is anticipated to see gradual improvements as market conditions stabilize [6][14]. 6. Investment Highlights - The report emphasizes the attractiveness of the white goods sector due to its low valuation, high dividends, and stable growth potential, recommending a combination of leading companies [8][17]. - Export opportunities are highlighted for companies like Ousheng Electric and Dechang, which are expected to benefit from increased orders and stable profitability [8][17]. 7. Trade-in Policy Impact - The trade-in policy has been expanded to include 12 categories of appliances, significantly boosting sales and consumer interest [17][18]. - The report notes that the trade-in program has already led to over 62 million units sold in 2024, generating nearly 270 billion yuan in consumption [17][18].