合肥雪祺电气股份有限公司（ 以下简称"公司"）于 2025 年 4 月 29 日披露了 《关于 5%以上股东减持股份的预披露公告》 公告编号：2025-034）。公司持股 5%以上的股东安徽志道投资有限公司（ 以下简称"志道投资"）计划在上述公告披 露之日起十五个交易日后的三个月内，以集中竞价方式减持公司股份不超过 1,830,384 股，即不超过公司总股本的 1.00%。 证券代码：001387 证券简称：雪祺电气 公告编号：2025-041 合肥雪祺电气股份有限公司 关于持股 5%以上股东减持股份触及 1%整数倍的公告 公司持股 5%以上股东安徽志道投资有限公司保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 公司近日收到志道投资出具的（《关于减持股份比例触及 1%整数倍的告知函》， 获悉志道投资于 2025 年 7 月 7 日-2025 年 7 月 9 日，通过集中竞价交易方式累 计减持公司股份 113.3950 万股，占公司总股本的 0.6195%。本次权益变动后，志 道投资持有的股份由 3,042 ...

证券代码：001387 证券简称：雪祺电气 公告编号：2025-040 合肥雪祺电气股份有限公司 关于 5%以上股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、股东本次解除质押基本情况 合肥雪祺电气股份有限公司（以下简称"公司"）近日接到公司持股 5%以上 股东时乾中先生函告，获悉时乾中先生将其持有的部分公司股份办理了解除质 押业务，现将有关情况公告如下： | 股东名称 | 是否为控 股股东或 第一大股 东及其一 致行动人 | | 本次解除质 押股份数量 （万股） | 占其所 持股份 比例 | 占公司总 股本比例 | 质押起始日 | 解除质押 日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 时乾中 | | 否 | 406.00 | 37.38% | 2.22% | 2024/12/25 | 2025/7/9 | 山东省国际信托 股份有限公司 | | 合计 | | - | 406.00 | 37.38% | 2.22% | - | - | - ...

Market Overview - The Shanghai Composite Index closed at 3473.13 points, slightly above the annual line, with a change of 0.02% [1] - The total trading volume of A-shares reached 1,227.067 billion yuan [1] Stocks Breaking Annual Line - A total of 69 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - Stocks with the highest deviation rates include: - Guotou Zhonglu (8.45%) - Jihigh Development (6.51%) - Huate Gas (5.29%) [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Guotou Zhonglu: Today's change of 9.98%, turnover rate of 0.15%, latest price at 14.77 yuan [1] - Jihigh Development: Today's change of 10.16%, turnover rate of 5.09%, latest price at 3.36 yuan [1] - Huate Gas: Today's change of 5.31%, turnover rate of 3.79%, latest price at 50.99 yuan [1] - Other stocks with smaller deviation rates include: - Xinwufeng - Sanfeng Environment - Yunnan Energy Investment [1]

Market Performance - High-temperature concept stocks have collectively strengthened, with Huayin Power achieving 5 consecutive trading limits and Shaoneng Co., New Zhonggang, and ShenNandian A experiencing 2 consecutive trading limits [1] - In the home appliance sector, Disen Co. surged by 17%, while Whirlpool hit the trading limit, and other companies like Aucma and Xueqi Electric also saw significant gains [1] Events - The National Climate Center predicts that due to global warming and the El Niño phenomenon, this year's high-temperature weather will be characterized by greater intensity and longer duration, with temperatures in North China potentially exceeding 42°C and lasting over 30 days [2] - From July 4 to 10, regions such as Huanghuai, Jianghan, and Jiangnan will experience persistent high temperatures, with some areas reaching or exceeding historical records, leading to increased electricity load across the country [3] - On July 4, the national maximum electricity load reached 1.465 billion kilowatts, an increase of approximately 200 million kilowatts from the end of June and nearly 150 million kilowatts year-on-year, setting a historical high [4] - Xiaomi's Vice President revealed that since June 24, air conditioning sales in Northeast Inner Mongolia have surged, with sales peaking at 20 times last year's levels [4] Institutional Insights - The high temperatures sweeping the nation have led to record electricity loads, creating a favorable environment for investment in the sector, especially with the ongoing increase in renewable energy installations [5] - In the home appliance sector, extreme heat in Europe has driven a rapid increase in air conditioning demand, with significant export growth to Europe, indicating strong market demand [5] - The recent high temperatures are expected to accelerate demand for thermal power, potentially leading to higher coal prices, with forecasts suggesting prices may exceed 750 yuan per ton by mid-August [5]

A股家电行业震荡上行，同洲电子、惠而浦双双涨停，澳柯玛涨超6%，雪祺电气、匠心家居、宏海科 技等个股跟涨；小米集团中国区总裁王晓雁表示：从6月24号开始，东北内蒙持续高温，空调销量暴 涨。 ...

Core Insights - The white goods industry in China is experiencing a significant shift towards sustainability, driven by consumer preferences for energy-efficient and environmentally friendly products [1][7] - ESG (Environmental, Social, and Governance) reporting among listed white goods companies is improving, with an 80% disclosure rate, surpassing the A-share average of 45.7% [1][2] Group 1: ESG Reporting and Ratings - Among the 10 listed white goods companies, 8 have disclosed their 2024 ESG reports, indicating a strong commitment to transparency [1][2] - Companies like Haier, Hisense, and Midea have consistently received high ESG ratings (A or BBB), while some companies remain below CCC, highlighting disparities in ESG management practices [2][3] - The correlation between ESG disclosure levels and ratings suggests that comprehensive reporting enhances a company's ESG assessment [2][3] Group 2: Green Product Initiatives - The industry is witnessing a growing consumer demand for green products, with over 60% of consumers preferring energy-efficient appliances [7][8] - Companies are investing heavily in R&D for green innovations, with leading firms like Midea and Haier each spending over 10 billion yuan on R&D in 2024 [7][8] - The introduction of products with carbon footprint certifications is becoming more common, with Haier and Hisense reporting multiple certified models [8] Group 3: Waste Recycling and Management - The waste recycling system for old appliances is becoming more robust, with companies like Midea and Gree reporting significant volumes of recycled appliances [5][6] - Midea aims to recycle 50 million old appliances by 2030, while Haier and Gree have also set ambitious recycling targets [5][6] - The industry is enhancing its recycling capabilities through partnerships and improved collection services, contributing to resource reuse and environmental sustainability [4][6]

Core Viewpoint - The announcement details the reduction of shares by a major shareholder, indicating a decrease in ownership percentage and compliance with prior disclosure regulations [1][2][3] Shareholder Equity Changes - Major shareholder Shi Qianzhong reduced his holdings by 1,191,000 shares from June 30, 2025, to July 3, 2025, which represents 0.65% of the company's total share capital [2] - Following this transaction, Shi Qianzhong's total shareholding decreased from 12,051,000 shares (6.58%) to 10,860,000 shares (5.93%) [2] Compliance and Disclosure - The reduction in shareholding aligns with previously disclosed plans, and there are no violations of the reduction commitments or related regulations [3] - The company confirms that the information provided by the shareholder is accurate and complete, ensuring consistency with the disclosure obligations [1][3]

证券代码：001387 证券简称：雪祺电气 公告编号：2025-039 合肥雪祺电气股份有限公司 关于持股 5%以上股东减持股份触及 1%整数倍的公告 公司持股 5%以上股东时乾中保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 | 1.基本情况 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | 时乾中 | | | | | | | | | | 住所 | 安徽省合肥市 | | | | | | | | | | 权益变动时间 | 2025 年 6 | 月 | 30 | 日-2025 年 | 7 月 | 3 日 | | | | | 股票简称 | 雪祺电气 | | | 股票代码 | | | | 001387 | | | 变动方向 | 上升□ 下降☑ | | | 一 致 行 动 人 | | | | 有□ | 无☑ | | 是否为第一大股东或实际控制人 | | | | | | | 是□ | 否☑ | | 一、股东权益变动触及 1%整数倍的情况 | 2.本 ...

本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 证券代码：001387 证券简称：雪祺电气 公告编号：2025-038 合肥雪祺电气股份有限公司 关于 5%以上股东部分股份解除质押的公告 一、股东本次解除质押基本情况 合肥雪祺电气股份有限公司（以下简称"公司"）近日接到公司持股 5%以上 股东时乾中先生函告，获悉时乾中先生将其持有的部分公司股份办理了解除质 押业务，截至本公告披露日，时乾中先生为公司持股 5%以上股东，持有公司 1,205.1 万股股份，占公司总股本的 6.58%，本次解除质押的基本情况如下： | 股东名称 | 是否为控 股股东或 第一大股 东及其一 致行动人 | | 本次解除质 押股份数量 （万股） | 占其所 持股份 比例 | 占公司总 股本比例 | 质押起始日 | 解除质押 日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 时乾中 | | 否 | 119.00 | 9.87% | 0.65% | 2024/12/25 | 2025/6/26 | 山东省 ...

合肥雪祺电气股份有限公司（以下简称"公司"）2024 年年度权益分派方案已 获 2025 年 5 月 16 日召开的 2024 年年度股东大会审议通过，现将权益分派事宜 公告如下： 一、股东大会审议通过本次权益分派方案的情况 公司 2024 年度利润分配方案的议案》，具体内容如下：公司以截至 2025 年 3 月 民币（含税），预计共分配现金股利 21,964,608 元人民币（含税），本次不送红 股，不以资本公积金转增股本，剩余未分配利润结转入下一年度。公司最终以实 施权益分派时股权登记日的公司总股本为基数，若在实施前总股本由于可转债转 股、股份回购、股权激励行权、再融资新增股份上市等原因而发生变化的，公司 将按照"每股分配比例不变"的原则，相应调整分配总额。 二、本次实施的权益分派方案 公司 2024 年年度权益分派方案为：以公司现有总股本 183,038,400 股为基 数，向全体股东每 10 股派发现金股利 1.2 元人民币（含税；扣税后，境外机构 （含 QFII、RQFII）以及持有首发前限售股的个人和证券投资基金每 10 股派 1.08 元；持有首发后限售股、股权激励限售股及无限售流通股的个人股息 ...