从资金流向上来看，当日厨卫电器板块主力资金净流出3067.38万元，游资资金净流出180.51万元，散户 资金净流入3247.89万元。厨卫电器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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002508 老板电器 | | 1957.17万 | 4.06% | -331.94万 | -0.69% | -1625.23万 | -3.37% | | 300911 | | 632.40万 | 7.30% | 182.59万 | 2.11% | -814.99万 | -9.41% | | 002035 华帝股份 | | 344.64万 | 4.23% | -441.69万 | -5.43% | 97.05万 | 1.19% | | 002677 浙江美大 | | 300.03万 | 3.36% | 625.95万 | 7.01% | -925.98万 | -10.37% | | 603551 奥普 ...

亿田智能（300911.SZ）1月29日在投资者互动平台表示，目前庆阳智算中心可以提供算力服务，客户主 要有无问芯穹等公司，详情参见2024-069号公告；公司业务布局及战略规划已在最新一期定期报告中详 细披露，建议您查阅管理层讨论与分析章节以获取全面信息。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问庆阳智算中心是否已经提供服务？ 每经AI快讯，有投资者在投资者互动平台提问：请问庆阳智算中心是否已经提供服务？ 亿田智能（300911.SZ）1月29日在投资者互动平台表示，目前庆阳智算中心可以提供算力服务，客户主 要有无问芯穹等公司，详情参见2024-069号公告；公司业务布局及战略规划已在最新一期定期报告中详 细披露，建议您查阅管理层讨论与分析章节以获取全面信息。 （文章来源：每日经济新闻） ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵司是否有AI应用业务？数云智联今年能做出多 少业绩？ 亿田智能（300911.SZ）1月29日在投资者互动平台表示，杭州数云智联科技有限公司是公司全资子公 司，定位为 AIGC 解决方案提供商，目前收入占公司整体收入比例较低，处于投入培育期。2026年度公 司未对其设定业绩指引，后续进展请关注定期报告，注意投资风险。 ...

格隆汇1月29日丨亿田智能(300911.SZ)在投资者互动平台表示，目前庆阳智算中心可以提供算力服务， 客户主要有无问芯穹等公司。 ...

从资金流向上来看，当日厨卫电器板块主力资金净流出1.32亿元，游资资金净流入2327.68万元，散户资 金净流入1.08亿元。厨卫电器板块个股资金流向见下表： 证券之星消息，1月28日厨卫电器板块较上一交易日下跌1.46%，日出东方领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。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) | | --- | --- | --- | --- | --- | --- | | 002508 | 老板电器 | 20.09 | -0.10% | 6.08万 | 1.22亿 | | 002035 | 天皇胎得 | 6.21 | -0.48% | 8.40万 | 5234.90万 | | 605336 | 帅幸电器 | 15.01 | -0.99% | 9.53万 | 1.45亿 | | 603551 | 奧普科技 | 11.06 | -1.07% | - 2.98万 | 3329.08万 | | 002543 | 万和电气 | 10.10 | -1.17% | 7.9 ...

证券之星消息，1月26日厨卫电器板块较上一交易日下跌1.42%，帅丰电器领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。厨卫电器板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | | 603366 日出东方 | 1.30 Z | 12.48% | -8591.72万 | -8.26% | -4390.85万 | -4.22% | | 002543 万和电气 | 512.62万 | 3.03% | 2242.72万 | 13.24% | -2755.34万 | -16.27% | | 603551 奥普科技 | -230.02万 | -8.83% | 192.16万 | 7.38% | 37.86万 | 1.45% | | 002677 浙江美大 | -243.46万 | -1.35% | 603.72万 | 3.34% | -360.26万 | -1.99% ...

Group 1 - Shuangliang Energy is expected to report a net loss of between 1.06 billion to 780 million yuan in 2025 [1] - Oujing Technology has halted production at two subsidiaries to reduce losses [1] - Blue Sky Technology's controlling shareholder plans to transfer 2% of shares through inquiry [1] Group 2 - Zhongchong Co. plans to repurchase shares worth 100 million to 200 million yuan for convertible bond conversion [1] - Yitian Intelligent anticipates a total loss of between 186 million to 152 million yuan for the year 2025 [1] - Wannianqing received administrative regulatory measures from Jiangxi Securities Regulatory Bureau due to information disclosure violations [1] Group 3 - Jiangshan Oupai expects a pre-loss of 180 million to 230 million yuan in 2025 [1] - Hebang Bio received a warning letter due to revenue recognition and information disclosure issues [1] - Huazheng Convertible Bond is subject to forced redemption [1] Group 4 - Daotong Convertible Bond will not be forcibly redeemed [2] - Several convertible bonds including Huazheng, Ta21, and others will not undergo adjustments [2] - Lianrui Convertible Bond is set to be listed on January 28 [1]

Investment Rating - The report maintains a positive outlook on the home appliance industry, particularly on leading companies in the white and black goods sectors, highlighting their low valuations, high dividends, and stable growth potential [2][3]. Core Insights - The report identifies three main investment themes: 1. **Dividend and Growth**: Leading companies in the white and black goods sectors are characterized by low valuations, high dividends, and stable growth, providing a high safety margin and significant price elasticity. The impact of the trade-in policy is expected to continue positively into 2026 [2][3]. 2. **Technological Transition**: Key upstream component manufacturers are diversifying into emerging technology sectors such as robotics, data center temperature control, and semiconductors, seeking cross-industry transformation [2][3]. 3. **Market Demand**: Both domestic and international markets show promising demand, with established companies expanding production bases globally to mitigate trade fluctuations and capture growth in emerging markets [2][3]. Sales Data Summary - **Air Conditioning**: In December 2025, online retail sales volume was 720,000 units, a year-on-year decrease of 38.5%, while offline sales volume was 162,000 units, down 42.9%. The average online retail price decreased by 4.2% to 2,981 yuan per unit, and the offline average price fell by 20.1% to 3,801 yuan per unit [2][3][35]. - **Kitchen Appliances**: - **Range Hoods**: Online sales volume was 443,000 units, down 16.8%, while offline sales were 57,000 units, down 32.1%. The online average price increased by 14.4% to 1,739 yuan per unit, while the offline average price decreased by 14.4% to 3,813 yuan per unit [3][41]. - **Dishwashers**: Online sales volume was 49,000 units, down 10.2%, and offline sales were 5,000 units, down 44.2%. The online average price decreased by 1.1% to 4,245 yuan per unit, while the offline average price increased by 1.4% to 7,990 yuan per unit [3][41]. Company Updates - **Yitian Intelligent**: Forecasts a net loss of 186 to 152 million yuan for 2025, compared to a profit of 26.54 million yuan in 2024 [5][11]. - **Roborock Technology**: Launched new products including the G30S Pro and P20 Ultra, featuring advanced cleaning technologies and high efficiency [5][12]. - **Stock Performance**: The home appliance sector outperformed the CSI 300 index, with notable gains from companies like Aojiahua (10.1%) and Hisense Visual (5.7%) [5][6][8]. Macro Economic Environment - As of January 23, 2026, the USD to RMB exchange rate was 6.9929, reflecting a decrease of 0.51% since the beginning of the year [46][48]. - In December 2025, the total retail sales of consumer goods reached 45,135.90 billion yuan, a year-on-year increase of 0.86% [48][49].

格隆汇1月23日丨亿田智能(300911.SZ)公布，预计2025年归属于上市公司股东的净利润-18,600万元 ～-15,200万元，扣除非经常性损益后的净利润-20,400万元～-16,700万元。1、2025年，受房地产市场增 速放缓影响，公司所处行业订单波动，需求有所下滑。公司总体销售收入、利润呈现下降趋势。2、 2025年，受消费降级影响，公司厨电产品结构有所调整，消毒柜款等性价比产品与上年同期相比有所增 加，但产品均价有所下降；此外算力业务建设初期未达到规模效应，利润承压。3、2025年，公司发行 的可转换公司债券相关利息的支付对当期业绩造成一定影响。4、2025年，公司按照《企业会计准则》 和公司会计政策的相关规定，计提资产减值损失，致使公司归属于母公司所有者的净利润和归属于母公 司所有者的扣除非经常性损益的净利润下降。 ...

智通财经APP讯，亿田智能(300911.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 1.52亿元至1.86亿元;扣除非经常性损益后的净亏损1.67亿元至2.04亿元。 ...