| 证券代码：300894 | 证券简称：火星人 | 公告编号：2025-046 | | --- | --- | --- | | 债券代码：123154 | 债券简称：火星转债 | | 火星人厨具股份有限公司 关于可转换公司债券 2025 年付息的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、"火星转债"（债券代码：123154）将于 2025 年 8 月 5 日按面值支付第 三年利息，每 10 张"火星转债"（面值 1,000.00 元）派发利息为人民币 10.00 元（含税）。 2、债权登记日：2025 年 8 月 4 日（星期一）。 3、付息日：2025 年 8 月 5 日（星期二）。 5、本次付息期间及票面利率：计算期间为 2024 年 8 月 5 日至 2025 年 8 月 4 日，当期票面利率为 1.00%。 6、"火星转债"本次付息的债权登记日为 2025 年 8 月 4 日，凡在 2025 年 8 月 4 日前（含当日）买入并持有本期债券的投资者享有本次派发的利息，2025 年 8 月 4 日前（含当日）卖出本期债券的投 ...

Core Viewpoint - The kitchen and bathroom appliance sector experienced a slight increase of 0.15% on July 29, with Mars Man leading the gains. The Shanghai Composite Index rose by 0.33%, while the Shenzhen Component Index increased by 0.64% [1][2]. Group 1: Market Performance - The closing price of Mars Man was 14.88, with a rise of 2.34% and a trading volume of 174,800 shares, amounting to a transaction value of 258 million yuan [1]. - Yitian Intelligent closed at 52.90, up by 1.83%, with a trading volume of 54,000 shares and a transaction value of 285 million yuan [1]. - Wanhe Electric's closing price remained unchanged at 11.82, with a trading volume of 48,500 shares and a transaction value of 56.67 million yuan [1]. - Other companies such as Laixue Co., Sunrise Oriental, and Boss Electric showed slight declines in their stock prices [1]. Group 2: Capital Flow - The kitchen and bathroom appliance sector saw a net outflow of 31.14 million yuan from institutional investors and a net outflow of 7.46 million yuan from retail investors, while individual investors contributed a net inflow of 38.61 million yuan [2].

Group 1 - The core viewpoint of the articles emphasizes the strategic importance of sports marketing for brands like Marsman, particularly in the kitchen appliance sector, as it allows for deeper engagement with health-conscious consumers [1][2][3] - Marsman integrated stove's sponsorship of the Zhejiang Basketball League (浙BA) is a key action to connect with high-end users, focusing on health value transmission and deep scene experience [2][3] - The brand aims to transform high attention from sports events into long-term brand assets by establishing deep user connections and reinforcing brand culture recognition [2][3][6] Group 2 - Marsman integrated stove addresses health concerns related to kitchen smoke, which can significantly exceed outdoor PM2.5 levels, by promoting its "smokeless" cooking technology [3][4] - The flagship product, Q60 integrated stove, features innovative technology that captures smoke at its source, ensuring a healthier cooking environment [3][4] - The collaboration with Zhejiang University on noise reduction technology allows for a quieter cooking experience, enhancing family communication in the kitchen [4][6] Group 3 - The brand's commitment to health is reflected in its initiatives, such as the "818 Smokeless Kitchen Day," and its support for sports events, reinforcing its image as a leader in health-oriented kitchen solutions [3][6] - Marsman aims to elevate its role from a functional provider to a leader in healthy lifestyle solutions through its marketing strategies [6]

Investment Rating - The report maintains a positive outlook on the home appliance sector, particularly highlighting the white goods segment as undervalued with high dividend yields and stable growth potential [5]. Core Insights - The report emphasizes the impact of government subsidies, with the third batch of 690 billion yuan allocated to support the consumption of old appliances, which is expected to stimulate demand in the home appliance market [4][11]. - The introduction of DJI's first robotic vacuum cleaner, ROMO, marks a significant entry into the market, indicating competitive dynamics in the home appliance sector [12]. - The report notes a general increase in sales volume across various appliance categories, with a particular focus on air conditioners and kitchen appliances, despite a decline in average selling prices [2][3][30][34][36]. Summary by Sections Air Conditioning Data - Online sales of air conditioners reached 9.18 million units in June 2025, a year-on-year increase of 27.9%, while offline sales were 1.032 million units, up 40.4% [2][30]. - The average online price decreased by 5.6% to 2,429 yuan per unit, and the offline average price fell by 2.5% to 4,031 yuan per unit [2][30]. Kitchen Appliance Data - Sales of range hoods increased, with online sales at 565,000 units (up 13.7%) and offline sales at 180,000 units (up 32.8%) in June 2025 [3][34]. - The average online price for range hoods decreased by 2.0% to 1,662 yuan, while the offline price increased by 4.8% to 4,674 yuan [3][34]. - Dishwasher sales also saw growth, with online sales at 192,000 units (up 8.9%) and offline sales at 49,000 units (up 24.3%) [3][36]. Industry Dynamics - The home appliance sector underperformed compared to the CSI 300 index, with the sector index remaining flat while the CSI 300 rose by 1.7% [4][6]. - Key companies such as Marsman and Lek Electric showed significant gains, while others like Huaxiang and Supor faced declines [4][8]. Investment Highlights - The report identifies three main investment themes: 1. White goods benefiting from favorable real estate policies and government incentives [5]. 2. Export-oriented companies like Ousheng Electric and Dechang Co. that are seeing stable income growth [5]. 3. Core component manufacturers like Huaxiang and Sanhua Intelligent Control, which are expected to benefit from increased demand in the white goods sector [5].

Market Overview - As of 10:29 AM today, the Shanghai Composite Index stands at 3592.77 points, above the annual line, with a change of 0.30% [1] - The total trading volume of A-shares today is 857.68 billion yuan [1] Stocks Breaking Annual Line - A total of 27 A-shares have surpassed the annual line today, with notable stocks including: - Opcon Vision (300595) with a deviation rate of 9.58% - Mars (300894) with a deviation rate of 6.80% - Xianju Pharmaceutical (002332) with a deviation rate of 3.03% [1] Deviation Rate Rankings - The following stocks have the highest deviation rates from the annual line: - Opcon Vision: Today's increase of 12.38%, turnover rate of 3.83%, annual line at 16.41 yuan, latest price at 17.98 yuan [1] - Mars: Today's increase of 8.18%, turnover rate of 8.48%, annual line at 13.62 yuan, latest price at 14.55 yuan [1] - Xianju Pharmaceutical: Today's increase of 5.12%, turnover rate of 5.68%, annual line at 10.36 yuan, latest price at 10.67 yuan [1] Stocks with Smaller Deviation Rates - Stocks with smaller deviation rates that have just crossed the annual line include: - Beiqi Blue Valley (600733) with a deviation rate of 0.03% - Qianhe Flavor (603027) with a deviation rate of 0.05% - Luyang Energy (002088) with a deviation rate of 0.15% [2]

智通财经7月22日电，火星人在互动平台表示，公司以自有资金7000万认购了杭州红杉晟恒股权投资合 伙企业（有限合伙）12.2592%的份额。根据目前公开的工商信息显示，红杉晟恒通过其对外投资间接 持有宇树科技的股权，但占比较低，且穿透后公司对宇树科技的持股比例极低，因此上述投资不会对公 司生产经营和业绩产生重大影响。 火星人：间接持有宇树科技股权 ...

Group 1 - The board of directors of Mars Man Kitchenware Co., Ltd. held its 27th meeting on July 21, 2025, with all 9 directors present, complying with legal and regulatory requirements [1] - The board reviewed and approved the proposal not to adjust the conversion price of the "Mars Convertible Bonds" downwards, despite the stock price being below 85% of the current conversion price for at least 15 trading days out of the last 30 [1][2] - The decision was made considering the company's long-term stable development, intrinsic value confidence, and market conditions, with a clear intention to manage investor expectations [2] Group 2 - The board decided that from the date of this meeting until December 31, 2025, if the conditions for downward adjustment of the conversion price are triggered again, no proposal for adjustment will be made [2] - The next period for triggering the conversion price adjustment conditions will restart from January 1, 2026, and the board will reconvene to decide on any future adjustments if necessary [2]

火星人厨具股份有限公司 | 证券代码：300894 | 证券简称：火星人 | 公告编号：2025-045 | | --- | --- | --- | | 债券代码：123154 | 债券简称：火星转债 | | 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。 特别提示： 关于不向下修正"火星转债"转股价格的公告 1、截至 2025 年 7 月 21 日，火星人厨具股份有限公司（以下简称为"公司"） 股票已出现连续三十个交易日中至少有十五个交易日的收盘价格低于当期转股价 格的 85%的情形，触发"火星转债"转股价格的向下修正条件。 2、2025 年 7 月 21 日，公司召开的第三届董事会第二十七次会议审议通过 了《关于不向下修正"火星转债"转股价格的议案》，公司董事会决定不向下修正 "火星转债"转股价格，同时自本次董事会审议通过次日起至 2025 年 12 月 31 日， 如再次触发"火星转债"转股价格的向下修正条件，亦不提出向下修正方案。下一 触发转股价格修正条件的期间从 2026 年 1 月 1 日重新起算，若再次触发"火星 转债"转股价格向下修正条件，届时 ...

第三届董事会第二十七次会议决议公告 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、董事会会议召开情况 火星人厨具股份有限公司（以下简称"公司"）第三届董事会第二十七次会 议于 2025 年 7 月 21 日（星期一）在公司会议室以现场结合通讯的方式召开。会 议通知已于 2025 年 7 月 16 日通过通讯的方式送达各位董事。本次会议应出席董 事 9 人，实际出席董事 9 人。 会议由董事长黄卫斌先生主持，公司全体监事及高级管理人员列席了本次 会议。会议召开符合有关法律、法规、规章和《公司章程》的规定。 | 证券代码：300894 | 证券简称：火星人 | 公告编号：2025-044 | | --- | --- | --- | | 债券代码：123154 | 债券简称：火星转债 | | 火星人厨具股份有限公司 二、董事会会议审议情况 经各位董事认真审议，会议形成了以下决议： 鉴于"火星转债"存续届满期尚远，公司董事会和管理层综合考虑行业未来发 展前景、公司的基本情况、市场环境、股价走势等诸多因素，基于对公司长期稳健发 展与内在价值的信心，同时明确投资者预 ...

Core Viewpoint - The company Mars (300894) announced that its controlling shareholder and actual controller, Mr. Huang Weibin, has released the pledge on 23 million shares, which accounts for 15.55% of his holdings and 5.64% of the company's total share capital [1] Summary by Relevant Sections - **Share Pledge Release** - Mr. Huang Weibin released a pledge on 23 million shares, which is 15.55% of his total holdings and 5.64% of the company's total share capital [1] - **Pledge Details** - The released shares were pledged to Yunnan International Trust Co., Ltd. on August 8, 2024, with a maturity date of July 16, 2025 [1] - **Current Pledge Status** - As of the announcement date, Mr. Huang Weibin has a total of 42 million shares pledged, representing 28.40% of his holdings and 10.30% of the company's total share capital [1] - **Convertible Bonds** - The company has issued convertible bonds that are currently in the conversion period, with a total share capital of 408 million shares [1]