To C 端空冰洗业务稳健增长。根据产业在线数据，2024 年空调内销出货量1.04 亿台，同比+5%，外销 出货量0.96 亿台，同比+36%，合计出货量2.01 亿台，同比+18%，年度空调出货量首次突破2 亿台。市 场份额方面，美的自2022 年10 月以来，空调总出货量市占率稳居行业第一，2025 年2 月，美的空调总 出货量市占率达到31.90%。2023 年公司暖通空调板块实现收入1611 亿元，2017-2023 年CAGR 达到 9%，2023 年公司消费电器板块实现收入1347 亿元，2017-2023 年CAGR 为5%。 机构：申万宏源研究 研究员：刘正/刘嘉玲 收入业绩稳健增长，盈利能力持续提升。美的集团2024 年实现总营收4090.84 亿元，同比+9%；归母净 利润385.37 亿元，同比+14%，扣非归母净利润357.41 亿元，同比+8%。 2011-2024 年公司营业总收入CAGR 为9%，归母净利润CAGR 为20%，收入、利润保持稳步增长态势。 分区域看，国内市场方面，2024 年公司国内收入2381 亿元，同比+8%。 据奥维云网数据显示，2024 年在家用空调、干 ...

【深圳商报讯】（记者 钟国斌）6月19日，中国调味品巨头海天味业H股在港交所挂牌上市。该股开盘 价37.5港元/股，较发行价36.30港元/股上涨3.30%；开盘后股价小幅上涨，随后盘中跌破发行价，最低 探至36.05港元/股。截至收盘，海天味业H股报36.50港元/股，上涨0.55%，成交额28.80亿港元，换手率 29.36%；海天味业A股报38.69元/股，下跌3.83%，成交额12.39亿元；总市值合计约2245亿元。 2014年，海天味业登陆A股市场。上市以来，海天味业展现出强劲的增长势头和盈利能力，从2014年上 市至2024年，公司营收从98亿元一路攀升至269亿元。2021年1月，海天味业股价曾一度高达219.58元/ 股，市值超过7000亿元，被业界称为"酱茅"。 海天味业拥有覆盖全国的销售网络，经销商数量达6743家，实现了中国内地100%地级市覆盖，渗透至 全国超过300万个终端零售网点。 海天味业赴港上市吸引了众多投资者踊跃参与，基石投资者阵容堪称"全明星级别"，包括高瓴资本、新 加坡政府投资公司、瑞银资管、加拿大皇家银行、中信产业基金、源峰基金、红杉等8家顶级机构。基 石投资者认购约 ...

公开信息显示，现任基金经理张燕女士:硕士研究生,2011年7月至2015年5月任职新华基金管理有限公司 研究部,担任基金经理助理兼研究员。2015年5月至2016年11月任职中欧基金管理有限公司,历任中欧成长 优选回报灵活配置混合型发起式证券投资基金基金经理(2015年5月25日至2016年11月17日期间)、中欧 价值发现混合型证券投资基金基金经理(2015年5月29日至2016年11月17日期间)、中欧潜力价值灵活配 置混合型证券投资基金基金经理(2015年9月30日至2016年11月17日期间)。2016年11月至2017年10月任 职中国人寿养老保险股份有限公司投资中心,担任高级权益投资经理。2017年10月加入中银国际证券股 份有限公司,历任中银证券健康产业灵活配置混合型证券投资基金基金经理(2018年1月31日至2019年2月 11日期间)、中银证券瑞丰定期开放灵活配置混合型证券投资基金基金经理(2018年1月19日至2019年5月 25日期间)、中银证券瑞享定期开放灵活配置混合型证券投资基金基金经理(2018年1月19日至2019年7月 6日期间)、中银证券瑞益灵活配置混合型证券投资基金基金经理 ...

Core Viewpoint -泉峰汽车 is undertaking a private placement of shares to raise up to 200 million RMB, with the entire subscription being made by Derun Holdings, a company controlled by the actual controller of 泉峰汽车, Pan Longquan, indicating strong support for the company's long-term development and stability of control [1][2] Group 1: Fundraising and Control - The private placement aims to raise funds for working capital and repayment of bank loans, with Derun Holdings fully subscribing to the issuance, which enhances the stability of the company's control [1][2] - The funds raised will alleviate operational funding pressure and support the company's transition to new energy business [2][3] Group 2: Previous Investment Performance - 泉峰汽车 reported that previous fundraising projects did not achieve expected benefits due to high raw material prices and increased market competition, which compressed profit margins [1][4] - The company acknowledged that the net profit for previous projects significantly deviated from commitments, with losses reported in recent years [3][4] Group 3: Market Conditions and Challenges - The automotive parts industry is facing intensified competition, particularly in the new energy vehicle sector, leading to cost pressures and reduced profit margins [4][5] - Fluctuations in raw material prices, particularly aluminum, have adversely affected gross margins and profit levels [5] - The introduction of new projects requires time to improve production efficiency and product quality, contributing to the challenges faced by the company [5]

根据2025基金Q1季报公募基金重仓股数据，重仓该股的公募基金共1家，其中持有数量最多的公募基金 为鹏华基金的鹏华量化先锋混合。鹏华量化先锋混合目前规模为0.69亿元，最新净值1.292（6月18 日），较上一交易日下跌0.22%，近一年上涨3.74%。该公募基金现任基金经理为时赟超。时赟超在任 的基金产品包括:鹏华中证1000指数增强A，管理时间为2024年12月28日至今，期间收益率为8.91%；鹏 华智投800混合A，管理时间为2024年12月28日至今，期间收益率为1.17%；鹏华安泽混合A，管理时间 为2025年4月30日至今，期间收益率为-0.05%。 鹏华量化先锋混合的前十大重仓股如下： | 股票代码 | 股票简称 | 持股数 (万股) | 持仓市值 (万元) | 占净值比例 | 较上季度增减仓 | | --- | --- | --- | --- | --- | --- | | 300369 | 绿盟科技 | 6.04 | 44.70 | 0.65% | 新进十大 | | 002410 | 广联达 | 2.92 | 42.31 | 0.62% | 新进十大 | | 601991 | 大唐发电 | ...

Group 1 - Haitan Flavoring Food Co., Ltd. (Haitian) successfully listed its H-shares on the Hong Kong Stock Exchange on June 19, with an initial offering price of HKD 36.30 per share, closing at HKD 36.50, a slight increase of 0.55% from the offering price [1] - The company issued a total of 279 million H-shares, raising approximately HKD 101.29 billion, with a net amount of HKD 100.10 billion [1] - The H-share offering was highly oversubscribed, with the Hong Kong public offering being oversubscribed by 918.15 times and the international offering by 22.93 times [1] Group 2 - Haitian's management emphasized a commitment to deepening its presence in the Chinese market while pursuing a global strategy, aiming to enhance its international brand image and competitiveness [2] - The company aims to utilize the funds raised from the H-share listing to support its global expansion, including enhancing its global research and development capabilities and improving its overseas supply chain [3] - According to a report, Haitian ranks first in the Chinese seasoning market, with a market share of 1.1% in the global seasoning market, which is projected to reach CNY 2.14 trillion in 2024 [2][3] Group 3 - In recent years, Haitian has made significant moves to expand its overseas presence, including the establishment of Haitian International Investment Co., Ltd. in 2023, with a registered capital of USD 1.5 million [3] - The company has also set up subsidiaries in Hong Kong and Indonesia, indicating a strategic focus on international trade and market penetration [3] - The funds raised from the H-share listing will be allocated to global brand image development, sales channel expansion, and enhancing overseas supply chain capabilities, which are critical for meeting local market demands [3]

Group 1 - Wolong Electric Drive Group Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and improve its international image and competitiveness [1] - The company has been strengthening its overseas business by acquiring ATB Group in Austria and integrating resources from SIR in Italy, establishing branches in North America, and building a global R&D and manufacturing network [1] - As of now, Wolong Electric Drive has established 13 manufacturing plants and 4 R&D centers overseas, serving several international leading enterprises, indicating a growing global operational system [1] Group 2 - Experts believe that the timing of Wolong Electric Drive's planned listing is an extension of its global strategy and a response to the need for diversified financing platforms [2] - The Hong Kong listing is expected to enhance the company's recognition in global capital markets and expand its overseas business and cooperation opportunities [2] - The trend of A-share companies pursuing the "A+H" model is increasing, with 5 new "A+H" stocks listed in Hong Kong in 2025, raising approximately HKD 56 billion, which accounts for 72% of the total fundraising in the Hong Kong market during the same period [2] Group 3 - Ningbo Joyson Electronic Corp. is also advancing its global layout and has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [3] - Listing on the Hong Kong market allows companies to access more international investors and provides support for overseas expansion and acquisitions [3] - The rising popularity of the "A+H" model is attributed to policy support, improved market conditions, internationalization needs, and industry development trends, suggesting strong sustainability in the future [3]

Group 1 - The 9th China-South Asia Expo opened in Kunming, Yunnan, with participation from 73 countries and regions, showcasing over 2,500 enterprises [1] - The expo featured 16 themed pavilions, with highlights including the newly established "Living in Yunnan" pavilion, Traditional Chinese Medicine pavilion, and a market-oriented modern agriculture pavilion [1] - The modern agriculture pavilion aimed to create a "global agricultural product exhibition," showcasing advancements in tea exchange, flower variety research, smart planting, and logistics technology for fruits and vegetables [1] Group 2 - The coffee industry pavilion gathered high-quality global coffee resources and showcased cutting-edge industry achievements [2] - AI technology was introduced in Traditional Chinese Medicine, with devices achieving an accuracy rate of 83.4% in diagnosing health conditions and providing tailored health recommendations [2] - The "Agriculture + Photovoltaics" model implemented by companies like China Huaneng has optimized coffee planting methods in Yunnan and is being expanded to other agricultural products [2]

日前，影石创新科创板上市的第二天下午，深圳宝安中心区影石创新总部25楼。20多家媒体等待科创板 首位"90后"创始人刘靖康现身，开启上市后的首次媒体交流。 距离交流会还有几分钟时间，这位一贯低调、带着几分"神秘感"的创始人，手里攥着一瓶可乐，像赶赴 一场普通的技术例会般走了进来。身上是那件熟悉的黑色影石文化衫——和敲钟当日无异。 影石的成功，常被归功于"一门心思制造打动人心的产品"。秘诀何在？有一条很重要：不断抓到用户新 的需求，不断创造产品领先的窗口期。 "我们很多需求的产生，不是来自于少数的产品经理或者拍脑袋，而是经过非常扎实的客户研究和需求 共创。"刘靖康说。 没等工作人员指引，他径直走到一旁的小桌旁，熟练地调试起连接投影的电脑。旁边的员工一脸淡定。 也许，刘靖康这样，他们早习惯了。 "火"的证明：100多个问题 影石创新上市，有多热？一个细节：工作人员透露，会前收集的媒体问题，超过了100个。 "上市意味着什么？""AI怎么改变体验？""未来市场计划？"……两个半小时的媒体交流会，刘靖康一一 回应外界关心的问题。 面对"90后创新一代""全景相机第一股""中国硬件新榜样"等光环，他却异常平静："心情的 ...

Group 1 - The fifth batch of land supply in Shanghai for 2025 officially commenced on June 19, marking the largest land auction in the first half of 2025, taking place over two days [1] - On the first day, five plots were sold across Yangpu, Minhang, Baoshan, Qingpu, and Jinshan districts, totaling an area of 271,700 square meters and generating a total transaction amount of 19.157 billion yuan, with four plots sold at a premium and one at the base price [1] - The most notable plot was in the Yangpu District, which attracted six bidders and was won by Poly Developments for approximately 3.5 billion yuan, with a floor price of 95,500 yuan per square meter and a premium rate of 30.79% [1] Group 2 - In addition to the Yangpu plot, Poly Developments also secured the Zhuanqiao plot in Minhang District for a total price of 3.14 billion yuan, with a floor price of 38,800 yuan per square meter and a premium rate of 12.95% [2] - The highest total price was for a group of six subplots in Baoshan District, won by China State Construction Engineering Corporation for 8.195 billion yuan, with a comprehensive floor price of 25,500 yuan per square meter and a premium rate of 1.17% [2] - A total of 14 real estate companies participated in the auction, including six central enterprises, seven local state-owned enterprises, and one private enterprise, indicating that central and state-owned enterprises remain the main participants [2]