证券代码：300403 证券简称：汉宇集团 公告编号：2026-002 | 是否为控 | 股 | 是否 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股股东或 | 占其所 | 占公司 | 是否 | 东 | 本次质押 | 为补 | 质押 | 质押到 | 质押 | | | | | | | 第一大股 | 持股份 | 总股本 | 为限 | 质权人 | 名 | 数量（股） | 充质 | 起始日 | 期日 | 用途 | | | | | | 东及其一 | 比例 | 比例 | 售股 | 称 | 押 | | | | | | | | | | | 致行动人 | 国泰海 | | | | | | | | | | | | | | | 石 | 补充 | 高管锁 | 年 | 解除质 | 通证券 | 2026 | 1 | 华 | 是 | 否 | 流动 | 11,000,000 | 5.48% | 1.82% | | 定股 | 月 | 日 | 押之日 | ...

证券日报网讯1月6日，汉宇集团（300403）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司股东人数(已合并)为57035户。 ...

第1笔成交价格为13.00元，成交30.00万股，成交金额390.00万元，溢价率为-9.91%，买方营业部为中国 银河证券股份有限公司北京安贞门证券营业部，卖方营业部为中国银河证券股份有限公司上海长宁区定 西路证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为774万元。该股近5个交易日累计上 涨3.37%，主力资金合计净流出2805.85万元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月5日，汉宇集团收涨0.14%，收盘价为14.43元，发生1笔大宗交易，合计成交量30万股，成交金额390 万元。 ...

1月5日，汉宇集团大宗交易成交30万股，成交额390万元，占当日总成交额的1.17%，成交价13元，较 市场收盘价14.43元折价9.91%。 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | | --- | --- | --- | --- | --- | --- | | 权益类证券大宗交易 (协议交易) 交易日期 | | [ | /TOO IT/A) /T"=1 | | | | 交易日期 | 证券代码 | 证券简称 | PA- MILE | HANDA SER | 1400 - 300 HA 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 026-01-05 | 300403 | 汉宇集团 | 13.00 | 30.00 | 390.00 中国银河证券股份 | 中国银河证券股份 | | | | | | | 有限公司北京安贞 | 有限公司上海长宁 | | | | | | | 门证券营业部 | 区定西路证券营业 | | | | | | ...

Core Insights - The report emphasizes the strong resilience of leading white goods companies, highlighting their high dividend yields, with Gree Electric at 7.3%, Midea Group at 5.1%, Hisense Home Appliances at 4.9%, and Haier Smart Home at 4.6% [6][22] - The "Home Appliance +" strategy indicates opportunities in extending the appliance industry into robotics, with companies like Midea Group and Fuhua Co. making significant advancements [6][58] - The export market shows potential, particularly in the U.S. real estate sector, with expectations of demand recovery due to anticipated interest rate cuts and housing stimulus policies [6][70] Section Summaries 2025 Home Appliance Review - The home appliance index has shown a modest increase of 7.7% year-to-date, underperforming the CSI 300 index by approximately 9.7 percentage points [11][14] - The market style in 2025 has favored growth stocks, while the home appliance sector has leaned towards value, leading to a mismatch in market expectations [13][14] - The public fund allocation in the home appliance sector is at a historical low of 2.94%, indicating potential for future growth as external demand remains optimistic [18][19] Dividends - Leading white goods companies maintain high dividend yields, with Gree Electric at 7.3%, Supor at 6.1%, and Midea Group at 5.1%, reflecting strong earnings resilience [24][29] - The report suggests that the dividend rates for companies like Midea and Haier may continue to increase, supported by robust profit growth [24][30] Domestic Sales - The national subsidy policy has positively impacted consumer confidence, with a clear trend towards structural upgrades in appliance consumption [34] - The sales growth of home appliances has been driven by the "trade-in" policy, although growth rates have shown a declining trend in the latter part of the year [34][39] - The air conditioning market has maintained stable pricing, with a continued trend towards mid-to-high-end products [39] "Home Appliance +" - Midea Group has made significant investments in robotics, with humanoid robots already in practical application within factories [58] - Fuhua Co. is expected to launch its grain storage robots in 2026, indicating a diversification into new growth areas [59] - Key component manufacturers like Huaxiang Co. and Hanyu Group are positioned to benefit from the robotics trend, focusing on core components such as reducers and harmonic drives [64][65] Exports - The U.S. real estate market is expected to recover, with potential interest rate cuts and housing stimulus policies likely to boost demand for home appliances [71][84] - Retail inventory levels in the U.S. are high, which may affect sales performance in the short term, but long-term housing demand remains strong [76][83] - The report anticipates that if mortgage rates fall below 6%, there could be a significant recovery in demand within the real estate chain [84]

Group 1 - The home appliance parts sector increased by 5.35% compared to the previous trading day, with Tongxing Technology leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index closed at 13604.07, up by 0.49% [1] - Key stocks in the home appliance parts sector included Tongxing Technology, which rose by 10.34% to a closing price of 33.29, and Sanhua Intelligent Control, which increased by 9.99% to 52.50 [1] Group 2 - The net inflow of main funds in the home appliance parts sector was 2.434 billion yuan, while retail funds saw a net outflow of 932 million yuan [2] - Major stocks with significant fund flows included Sanhua Intelligent Control, which had a net inflow of 2.786 billion yuan, and Hongchang Technology, which saw a net inflow of 27.525 million yuan [3] - Retail investors showed a negative trend, with significant outflows from stocks like Sanhua Intelligent Control and Hongchang Technology, indicating a cautious sentiment among smaller investors [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001268 | 联合精密 | 37.47 | -4.39% | 3.74万 | 1.43亿 | | 300342 | 天银机电 | 32.52 | -3.50% | 83.60万 | 27.47 乙 | | 301280 | 珠城科技 | 50.67 | -2.20% | 2.93万 | 1.49 乙 | | 920768 | 拾比値 | 12.02 | -2.04% | 1.50万 | 1806.98万 | | 920124 | 南特科技 | 18.63 | -1.84% | 5.49万 | 1.03亿 | | 920718 | 合肥高科 | 15.37 | -1.79% | 7008.37 | 1083.37万 | | 002418 | 康盛股份 | 4.86 | -1.62% | 72.20万 | 3.52 Z | | 920108 | 宏海科技 | 13.55 | -1.60% | 8198.37 | 1114.86万 | | 00201 ...

格隆汇12月29日丨汉宇集团(300403.SZ)公布，公司将位于江门市江海区龙溪路274号4栋1层、4栋2层连 廊（自编2层连廊C2）、1栋1层连廊（自编连廊A102）、1栋1层连廊夹层（自编连廊A102夹层）、1栋 2层连廊（自编连廊A201）、3幢1-2层整层、2幢1层（自编102#，不含1栋1层连廊）（简称"房屋"）及 部分设备出租给深圳市同川科技有限公司（简称"同川科技"）全资子公司江门同川谐波传动有限公司 （简称"同川谐波"），租赁面积为15,138.65平方米（含公摊），租赁期限为3年（2026年1月1日--2028 年12月31日），租赁期内合同租金总金额约为1,240.32万元（含设备租金）（含税），预估租赁期限内 产生水电费约为1,200万元（含税，最终以实际发生金额为准）。 ...

Group 1 - The core viewpoint of the news is that Hanyu Group held its 16th meeting of the fifth board of directors on December 29, 2025, via telecommunication voting, discussing related party transactions regarding property leasing [1] - For the first half of 2025, Hanyu Group's revenue composition shows that standard drainage pumps accounted for 89.48% of total revenue, while other businesses contributed 10.52% [1] Group 2 - As of the report, Hanyu Group has a market capitalization of 8.5 billion yuan [2]

证券代码：300403 证券简称：汉宇集团 公告编号：2025-057 二、关联方基本情况 1、基本情况 汉宇集团股份有限公司 关于房屋租赁的关联交易公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、关联交易概述 1、公司将位于江门市江海区龙溪路 274 号 4 栋 1 层、4 栋 2 层连廊（自编 2 层连廊 C2）、1 栋 1 层连廊（自编连廊 A102）、1 栋 1 层连廊夹层（自编连廊 A102 夹层）、1 栋 2 层连廊（自编连廊 A201）、3 幢 1-2 层整层、2 幢 1 层（自编 102#， 不含 1 栋 1 层连廊）（以下简称"房屋"）及部分设备出租给深圳市同川科技有限 公司（以下简称"同川科技"）全资子公司江门同川谐波传动有限公司（以下简 称"同川谐波"），租赁面积为 15,138.65 平方米（含公摊），租赁期限为 3 年（2026 年 1 月 1 日--2028 年 12 月 31 日），租赁期内合同租金总金额约为 1,240.32 万元 （含设备租金）（含税），预估租赁期限内产生水电费约为 1,200 万元（含税，最 终以实 ...