证券之星消息，8月14日小家电板块较上一交易日下跌0.56%，ST德豪领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。小家电板块个股涨跌见下表： 从资金流向上来看，当日小家电板块主力资金净流出1.07亿元，游资资金净流入1150.76万元，散户资金 净流入9517.62万元。小家电板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002005 | ST德蒙 | 2.69 | -4.27% | 23.66万 | 6481.37万 | | | 301187 | 欧圣电气 | 33.59 | -3.17% | 5.86万 | | 2.00亿 | | 870726 | 鸿智科技 | 16.49 | -3.06% | ● 1.31万 | 2186.63万 | | | 001259 | 利 ...

金融界消息 截至2025年8月13日收盘，欧圣电气（301187）报收于34.69元，上涨2.91%，换手率 15.61%，成交量10.43万手，成交金额3.56亿元。 通过天眼查大数据分析，苏州欧圣电气股份有限公司共对外投资了6家企业，参与招投标项目14次，知 识产权方面有商标信息24条，专利信息493条，此外企业还拥有行政许可12个。 来源：金融界 欧圣电气最新一期业绩显示，截至2025一季报，公司营业总收入5.26亿元、同比增长61.33%，归属净利 润6154.01万元，同比增长43.84%，扣非净利润5918.40万元，同比增长48.12%，流动比率1.184、速动比 率1.057、资产负债率54.71%。 天眼查商业履历信息显示，苏州欧圣电气股份有限公司，成立于2009年，位于苏州市，是一家以从事专 用设备制造业为主的企业。企业注册资本18260.7661万人民币，实缴资本18260.7661万人民币。公司法 定代表人为WEIDONG LU。 资金流向方面，今日主力资金净流入2003.23万元，占比成交额5.63%。其中，超大单净流入39.75万 元、占成交额0.11%，大单净流入1963.48万 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 6610Z8 | 倍益康 | 47.34 | 6.53% | 8.60万 | 3.89亿 | | 301187 | 欧圣电气 | 34.69 | 2.91% | 10.43万 | 3.56亿 | | 002705 | 新宝股份 | 15.95 | 1.98% | 11.98万 | 2006"T | | 002005 | ST德豪 | 2.81 | 1.81% | 18.96万 | 5230.53万 | | 603355 | 莱克电气 | 23.98 | 1.44% | 3.55万 | 8491.72万 | | 603219 | 富佳股份 | 16.65 | 1.03% | 6.50万 | 1.08亿 | | 002959 | 小熊电器 | 49.98 | 0.77% | 1.54万 | 7673.90万 | | 603486 | 科沃斯 | 89.41 | 0.70% | 6.95万 | 6.16亿 | | 605555 | 德昌股份 | 17.3 ...

Investment Rating - The report rates the industry as "Overweight," indicating that it is expected to outperform the overall market [8]. Core Insights - The demand for health and wellness service robots is driven by aging population trends, technological advancements, and supportive policies [3]. - By 2024, the population aged 60 and above in China is projected to exceed 300 million, accounting for 22% of the total population, creating a significant service gap in rehabilitation and care [3]. - The Ministry of Industry and Information Technology has issued policies to promote the application of intelligent elderly care robots, facilitating industry implementation [3]. - Rapid advancements in both hardware and software technologies are making the deployment of health and wellness robots feasible [3]. Summary by Sections Demand Side - The aging population is creating a pressing need for health and wellness robots, which are seen as key solutions to labor shortages in care settings [3]. Policy Support - The government is actively promoting the integration of robots in elderly care through various policies, enhancing the industry's growth prospects [3]. Technological Development - Significant progress in relevant technologies, including sensors, batteries, and algorithms, is enabling the practical application of health and wellness robots across various scenarios [3]. Market Opportunities - The health and wellness robot market is vast, with rigid demand. Key companies to watch include: - Ousheng Electric, focusing on intelligent care services for bedridden patients [3]. - Zhongjian Technology, which is developing humanoid robots for elderly care [3]. - Madi Technology and Ubtech, collaborating on AI services in healthcare [3]. - Songlin Technology, planning to expand into health robots and AI companionship [3]. - Rongtai Health, launching smart health and therapy robots for home use [3]. - Sanhui Electric, investing in intelligent therapy robots [3]. - Beiqing Song, establishing a subsidiary for massage robots [3]. - Yijiahe, accelerating its presence in high-end health and smart home markets [3]. - Meihu Co., providing core components for elderly care robots [3].

Core Viewpoint - The report highlights that Ousheng Electric is a leading player in the air-powered equipment and cleaning device market, focusing on small air compressors and wet-dry vacuum cleaners, with a projected revenue of 1.76 billion yuan in 2024, primarily driven by the North American market recovery and new product categories [1][2]. Group 1: Company Overview - Ousheng Electric specializes in small air compressors and wet-dry vacuum cleaners, with over 90% of its revenue coming from the U.S. market [1]. - The company is expected to achieve a revenue growth rate of 45% in 2024, supported by market recovery and expansion into new product categories [1][2]. - The company has a forward-looking strategy with a new factory in Malaysia set to start mass production in May 2025, with an expected output value of 2 billion yuan [1]. Group 2: Product and Market Expansion - The company is expanding its product line into pneumatic tools, benefiting from the high demand for such tools in the European and American markets [2]. - Revenue from wet-dry vacuum cleaners and small air compressors is projected to reach 880 million yuan and 650 million yuan respectively in 2024, with year-on-year growth rates of 35% and 50% [2]. - The sales model primarily involves brand licensing and ODM, with expected revenues of 870 million yuan and 800 million yuan in 2024, reflecting year-on-year growth of 67% and 28% [2]. Group 3: Emerging Business Opportunities - Ousheng Electric has over a decade of experience in developing nursing robots, which are now in their fifth generation and have received certifications in multiple regions [2]. - The demand for smart nursing devices is anticipated to grow significantly due to the aging population, positioning the nursing robot business for rapid growth [2]. Group 4: Financial Projections - The company is projected to achieve net profits of 329 million yuan, 429 million yuan, and 549 million yuan for the years 2025, 2026, and 2027 respectively, with corresponding EPS of 1.29, 1.68, and 2.15 yuan [3]. - The current price-to-earnings ratio (PE) of the company is 24.5, which is relatively low compared to the average PE of 32 for comparable companies in 2025 [3].

证券之星消息，8月11日小家电板块较上一交易日上涨1.3%，欧圣电气领涨。当日上证指数报收于 3647.55，上涨0.34%。深证成指报收于11291.43，上涨1.46%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 301187 | 欧圣电气 | 33.56 | 6.07% | 17.60万 | | 5.98亿 | | 603219 | 富佳股份 | 16.53 | 4.69% | 11.51万 | | 1.89亿 | | 603486 | 科沃斯 | 90.27 | 3.62% | 7.50万 | | 6.76亿 | | 300824 | 北鼎股份 | 12.84 | 3.22% | 6 9.75万 | | 1.24亿 | | 688793 | 倍轻松 | 35.29 | 2.41% | 2.63万 | | 9279.01万 | | 603215 | 比依股份 | 18.70 | 2.13% | 5.75万 | | 1.07亿 | | 3013 ...

通过天眼查大数据分析，苏州欧圣电气股份有限公司共对外投资了6家企业，参与招投标项目14次，知 识产权方面有商标信息24条，专利信息492条，此外企业还拥有行政许可12个。 欧圣电气最新一期业绩显示，截至2025一季报，公司营业总收入5.26亿元、同比增长61.33%，归属净利 润6154.01万元，同比增长43.84%，扣非净利润5918.40万元，同比增长48.12%，流动比率1.184、速动比 率1.057、资产负债率54.71%。 天眼查商业履历信息显示，苏州欧圣电气股份有限公司，成立于2009年，位于苏州市，是一家以从事专 用设备制造业为主的企业。企业注册资本18260.7661万人民币，实缴资本18260.7661万人民币。公司法 定代表人为WEIDONG LU。 金融界消息 截至2025年8月8日收盘，欧圣电气（301187）报收于31.64元，上涨2.79%，换手率 11.67%，成交量7.80万手，成交金额2.45亿元。 资金流向方面，今日主力资金净流入1175.32万元，占比成交额4.8%。其中，超大单净流入348.58万 元、占成交额1.42%，大单净流入826.74万元、占成交额3.38 ...

证券之星消息，8月8日小家电板块较上一交易日下跌0.0%，ST德豪领跌。当日上证指数报收于3635.13， 下跌0.12%。深证成指报收于11128.67，下跌0.26%。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) | | --- | --- | --- | --- | --- | --- | | 301187 | 欧圣电气 | 31.64 | 2.79% | 7.80万 | 2.45亿 | | 002705 | 新宝股份 | 15.53 | 2.17% | 15.91万 | 2.47亿 | | 003023 | 彩虹集团 | 25.02 | 1.75% | 12.27万 | 3.03亿 | | 870199 | 倍益康 | 42.58 | 1.38% | 11.34万 | 5.25亿 | | 002242 | 九阳股份 | 10.15 | 0.59% | 3.84万 | 3875.85万 | | 300272 | 开能健康 | 7.15 | 0.56% | 16.23万 | 1.16亿 | | 001259 | 利仁科技 | 27.50 | 0 ...

Summary of Key Points from the Conference Call Industry Overview - The home appliance industry is experiencing significant growth potential in emerging markets, which account for 67% of the global population but only 32% of home appliance retail sales, indicating a substantial opportunity for growth [1][2][4] Core Insights and Arguments - **Emerging Market Growth**: Emerging markets are expected to be a key growth driver for the home appliance industry, with a notable increase in demand for air conditioners, refrigerators, and washing machines due to low penetration rates compared to developed countries [1][2][5] - **Air Conditioner Market**: The air conditioner market is growing rapidly, closely linked to GDP per capita. Countries with GDP per capita reaching $3,000 or $6,000 show significant increases in penetration rates [1][7] - **Export Recovery**: China's home appliance exports are gradually recovering from tariff impacts, with a notable increase in exports to Southeast Asia, Latin America, and the U.S. [1][8] - **Domestic Market Growth**: The domestic market is experiencing steady growth driven by the "trade-in for new" policy, with air conditioner shipments increasing by 8% and washing machines showing double-digit growth in the first five months of 2025 [1][9] Competitive Landscape - **Market Dynamics**: The competitive landscape is stabilizing, with Xiaomi's market share leveling off and major players like Midea and Gree adjusting their product structures [3][12] - **Small Appliances Growth**: The small appliance market, particularly for robotic vacuum cleaners and floor washers, continues to show high growth, with companies like Ecovacs reporting revenue and profit growth exceeding expectations [3][13] Investment Recommendations - **Focus on Dividend Stocks**: Investment strategies should focus on companies with strong dividend yields such as Gree, Midea, Haier, and Hisense, which have dividend rates exceeding 4% [3][15] - **Export Opportunities**: Companies in the export sector, particularly in small appliances and black electronics, are recommended for investment due to their growth potential in emerging markets and the U.S. [3][16][19] Additional Important Insights - **Impact of National Subsidies**: The national subsidy policy has led to structural growth in the domestic market, with significant price increases observed [1][9][14] - **Long-term Potential of Robotic Vacuums**: The robotic vacuum segment is viewed as a long-term growth area due to its strong growth potential and limited impact from domestic subsidy policies [3][17] - **Advantages of OEMs**: OEMs like New Bao and Dechang are positioned well in the global market due to scarce overseas production capacity, which enhances their competitiveness in exports to the U.S. [3][19]

Core Viewpoint - The company, Suzhou Ousheng Electric Co., Ltd., is experiencing growth in its revenue and profit, driven by its innovative products in the air power and cleaning equipment sectors, as well as benefiting from the depreciation of the RMB and international e-commerce platforms [2][3][7]. Group 1: Company Overview - Suzhou Ousheng Electric Co., Ltd. specializes in the research, development, production, and sales of air power equipment and cleaning devices, with main products including small air compressors, wet and dry vacuum cleaners, household floor washers, and industrial fans [2][7]. - The company was established on September 25, 2009, and went public on April 22, 2022 [7]. - As of June 30, the number of shareholders increased to 14,200, a rise of 5.99% [7]. Group 2: Financial Performance - For the first quarter of 2025, the company achieved a revenue of 526 million yuan, representing a year-on-year growth of 61.33%, and a net profit attributable to shareholders of 61.54 million yuan, up 43.84% year-on-year [7]. - The company has distributed a total of 581 million yuan in dividends since its A-share listing, with 489 million yuan distributed over the past three years [8]. Group 3: Market Position and Trends - The company’s overseas revenue accounted for 99.08% of total revenue in 2024, benefiting from the depreciation of the RMB [3]. - The company is involved in various concept sectors, including smart wearables, robotics, and cross-border e-commerce [2][7]. Group 4: Shareholder and Institutional Holdings - As of March 31, 2025, the top circulating shareholders include several new entrants, indicating a shift in institutional interest [9]. - The largest circulating shareholder is Yongying Ruixin Mixed A, holding 2.177 million shares [9].