证券日报网讯2月2日，开能健康（300272）在互动平台回答投资者提问时表示，截至2026年1月30日， 开能健康股东总户数25728户。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920926 | 鸡智科技 | 17.80 | -4.35% | 2.34万 | | 4215.81万 | | 603486 | 科沃斯 | 71.82 | -3.47% | 6.77万 | | 4.91亿 | | 300272 | 开能健康 | 7.36 | -2.90% | 19.92万 | | 1.47亿 | | 920199 | 倍益康 | 41.99 | -2.44% | 1.93万 | | 8048.74万 | | 002032 | 苏泊尔 | 43.17 | -2.26% | 2.60万 | | 1.14亿 | | 688169 | 石头科技 | 142.61 | -1.58% | 3.33万 | | 4.77亿 | | 002403 | 爰仕达 | 12.11 | -1.38% | 4.31万 | 5209.47万 | | | 002959 | 小熊电器 | 43.30 | -1.05% | 1.49万 | 6527 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 920926 | 鸡智科技 | 19.35 | 8.10% | | 6.08万 | 1.19亿 | | 001259 | 利仁科技 | 33.14 | 4.05% | | 2.24万 | 7285.26万 | | 6610Z6 | 倍益康 | 44.00 | 2.11% | | 2.30万 | 9872.38万 | | 605555 | 德昌股份 | 19.30 | 1.85% | 13.26万 | | 2.52亿 | | 603868 | 飞科申器 | 38.42 | 0.97% | | 1.75万 | 6692.98万 | | 603215 | 比依股份 | 20.80 | 0.29% | | 4.03万 | 8283.09万 | | 688169 | 石头科技 | 148.35 | 0.28% | | 5.49万 | 8.04亿 | | 603219 | 富佳股份 | 18.60 | 0.00% | | 4.22万 | 780 ...

Market Performance - The small home appliance sector increased by 0.65% on January 23, with ST Dehao 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] Stock Performance - ST Dehao (002005) closed at 3.14, up 5.02% with a trading volume of 347,600 shares and a transaction value of 108 million yuan [1] - Other notable performers include: - Beiyikang (6610Z6) at 46.52, up 2.65% [1] - Kaineng Health (300272) at 7.98, up 2.31% [1] - Dechang Co. (605555) at 19.16, up 2.30% [1] - Joyoung (002242) at 10.90, up 1.68% [1] Capital Flow - The small home appliance sector experienced a net outflow of 45.04 million yuan from institutional investors, while retail investors saw a net inflow of 82.44 million yuan [2] - The overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Lek Electric (603355) had a net inflow of 23.46 million yuan from institutional investors but a net outflow of 10.31 million yuan from retail investors [3] - ST Dehao (002005) saw a net inflow of 19.80 million yuan from institutional investors, with retail investors also showing a net outflow [3] - Other stocks like Dechang Co. (605555) and Kaineng Health (300272) also reflected similar trends in capital flow [3]

证券日报网讯1月20日，开能健康（300272）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司股东总户数28511户。 ...

证券代码：300272 证券简称：开能健康 公告编号：2026-001 第 1 页 共 2 页 截至本公告披露日，上述股东及其一致行动人所持公司股份无质押情况： 股 东 名 称 持股数量 （万股） 持股比 例 本次 质押 和解 除质 押前 质押 股份 数量 （万 股） 本次 质押 和解 除质 押后 质押 股份 数量 (万股) 占其所 持股份 比例 占公 司总 股本 比例 已质押股份情 况 未质押股份情况 已质 押股 份限 售和 冻结 数量 (万 股) 占已 质押 股份 比例 未质押股 份限售股 份数量 (万股) 占未质 押股份 比例 瞿 建 国 19,463.8209 31.83% 2,400 - - - - - 14,597.87 75% 瞿 亚 明 50.00 0.08% - - - - - - 37.50 75% 韦 嘉 615.0194 1.01% - - - - - - - - 合 计 20,128.8403 32.92% 2,400 - - - - - 14,635.37 75% 三、备查文件 开能健康科技集团股份有限公司 关于公司控股股东股份办理解除质押的公告 本公司及董事会全体成员保证信息披露 ...

Market Overview - The small home appliance sector experienced a decline of 1.25% on January 15, with Beiyikang leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Stock Performance - The following stocks in the small home appliance sector showed notable performance: - ST Dehao (002005) closed at 2.94, up 1.73% with a trading volume of 192,900 shares and a turnover of 57.32 million yuan [1] - Lek Electric (603355) closed at 35.44, up 1.06% with a trading volume of 52,200 shares and a turnover of 184 million yuan [1] - Beiyikang (6610Z6) closed at 45.55, down 6.49% with a trading volume of 42,000 shares and a turnover of 198 million yuan [2] Capital Flow - The small home appliance sector saw a net outflow of 202 million yuan from institutional investors, while retail investors had a net inflow of 201 million yuan [2] - The following stocks had significant capital flow: - Supor (002032) had a net outflow of 9.75 million yuan from institutional investors [3] - Rainbow Group (003023) had a net inflow of 6.16 million yuan from institutional investors [3] - Li Ren Technology (001259) experienced a net outflow of 2.42 million yuan from institutional investors [3]

Investment Rating - The report maintains a positive outlook on the home appliance sector, highlighting the potential for undervalued leading companies with high dividends and stable growth attributes [6]. Core Insights - The home appliance sector is experiencing a mixed performance, with air conditioning sales declining significantly while washing machines show growth in exports. The report emphasizes the importance of leading brands like Midea, Gree, and Haier in navigating market challenges and capitalizing on emerging opportunities [6][36][43]. Summary by Sections Air Conditioning - In November 2025, the air conditioning industry produced 10.577 million units, a year-on-year decrease of 36.70%. Total sales reached 10.492 million units, down 31.80%, with domestic sales at 4.052 million units (down 39.80%) and exports at 6.44 million units (down 25.60%). Midea led the market with a 36.20% share, followed by Gree at 19.50% [2][36][38]. Refrigerators - The refrigerator sector saw a slight overall decline, with production at 8.257 million units (down 3.9%) and sales at 8.0531 million units (down 2.99%). Domestic sales fell to 3.5611 million units (down 15.59%), while exports increased to 4.492 million units (up 10.04%) [2][40][41]. Washing Machines - The washing machine industry reported production of 8.605 million units (up 8.2%) and sales of 8.4619 million units (up 7.61%). Domestic sales were 4.0565 million units (down 5.47%), while exports rose to 4.4054 million units (up 23.31%) [3][43]. Market Performance - The home appliance sector underperformed compared to the broader market, with the sector index rising 2.3% against a 2.8% increase in the CSI 300 index. Key performers included Rongtai Health (up 15.7%) and Yitian Intelligent (up 11.2%), while companies like Lek Electric and Feike Electric faced declines [5][9]. Industry Dynamics - Notable developments include Stone Technology's CES debut of the G-Rover robot vacuum, showcasing advanced cleaning capabilities, and Kaineng Health's acquisition of subsidiaries from Yuaneng Group for 204 million yuan [5][12][13]. Investment Themes - The report identifies three main investment themes: 1. Leading white and black appliance companies with low valuations and high dividends. 2. Upstream core component manufacturers diversifying into robotics and new tech sectors. 3. Strong demand in emerging markets for home appliances, driven by favorable trade conditions [6].

Investment Rating - The report maintains a positive outlook on the home appliance sector, highlighting the potential for growth in leading companies due to their low valuations, high dividends, and stable growth attributes [6]. Core Insights - The home appliance sector has shown mixed performance, with air conditioning sales declining significantly while washing machine exports continue to grow. The report emphasizes the resilience of leading brands in navigating market challenges and capitalizing on emerging opportunities [5][6]. - The report identifies three main investment themes: the undervaluation and growth potential of leading white and black appliance companies, the technological advancements in core component manufacturers, and the strong demand for small appliances in international markets [6]. Summary by Sections Air Conditioning - In November 2025, the air conditioning industry produced 10.577 million units, a year-on-year decrease of 36.7%. Total sales reached 10.492 million units, down 31.8%, with domestic sales falling by 39.8% and exports declining by 25.6%. Midea led the market with a 36.2% share, followed by Gree at 19.5% [2][41]. Refrigerators - The refrigerator sector saw a slight overall decline, with production at 8.257 million units, down 3.9% year-on-year. Sales totaled 8.0531 million units, a decrease of 2.99%. Domestic sales dropped by 15.59%, while exports increased by 10.04% [2][43]. Washing Machines - The washing machine industry experienced growth, with production reaching 8.605 million units, up 8.2% year-on-year. Sales were 8.4619 million units, an increase of 7.61%. Domestic sales fell by 5.47%, but exports surged by 23.31% [3][47]. Industry Dynamics - Notable developments include the CES debut of the G-Rover robot vacuum by Stone Technology, showcasing innovative cleaning technology, and the acquisition of subsidiaries by Kaineng Health, indicating strategic expansion efforts [5][12][13]. Component Data - In November 2025, the sales of rotary compressors decreased by 13.6%, while the sales of refrigerator compressors increased by 7.2%. The report highlights the contrasting performance of different components within the appliance sector [23][32].

Group 1 - The core viewpoint of the article is that Kaineng Health (300272) has outlined a strategic development plan for 2026, focusing on a dual-driven strategy of "building a foundation in the water purification industry and expanding the cell industry" under the theme of "new beginning, new energy, new journey" [1] Group 2 - Kaineng Health aims to fully promote its dual-driven strategy, which includes strengthening its core business in water purification while also expanding into the cell industry [1]