此外，珠海明骏的合伙人包括深圳高瓴瀚盈投资、珠海贤盈投资、珠海格臻投资和珠海熠辉投资，其中 珠海贤盈、珠海格臻的实控人均为董明珠，其对二者持股比例分别为58.67%、95.48%。 业绩方面，2022年至2024年，格力实现营业总收入1901.51亿元、2050.18亿元、1900.38亿元；归母净利 润245.07亿元、290.17亿元、321.85亿元。 不过，受地产恢复不及预期影响，2025年前三季度业绩有所放缓，营业总收入1371.8亿元，同比下降 6.5%；归母净利润214.61亿元，同比下降2.27%。 减持公告发布后，格力电器股价下挫超2%，截至午时收盘，报37.69元/股，总市值2111亿元。 据悉，这是珠海明骏自2020年成为格力电器第一大股东以来，首次披露减持计划。2019年格力集团混改 期间，珠海明骏以416.62亿元受让格力集团持有的15%格力电器股份，2020年初完成过户后成为第一大 股东，此次受让资金部分来源于银行贷款。目前，珠海明骏持有格力电器股份902359632股，占公司总 股本的16.11%。 作为减持主体，珠海明骏的股权架构与格力电器的发展渊源深厚。天眼查信息显示，珠海明 ...

2月25日晚，格力电器发布公告称，于近日收到持有公司股份902,359,632股（占公司总股本的16.11%）的第一大 股东珠海明骏投资合伙企业（有限合伙）（以下简称"珠海明骏"）的《上市公司股东股份减持计划告知函》， 珠海明骏拟自本公告披露之日起15个交易日后的3个月内以大宗交易方式减持公司股份不超过111,702,774股（不 超过公司剔除回购专用账户股份后的总股本的2%），减持资金将用于偿还银行贷款。 以2月25日格力电器收盘价38.49元/股计算，本次减持金额约为43亿元。 这也是珠海明骏自2020年成为格力电器第一大股东后，首次披露减持计划。格力电器在公告中明确，此举系珠 海明骏履行完毕股份锁定承诺后的正常财务安排，不会导致公司控制权发生变更，不会对公司治理结构及持续 经营产生重大影响。 | 华夏沪深 300 交易型开放式指 | | | | | | --- | --- | --- | --- | --- | | 数证券投资基金 | | | | | | 前10名无限售条件股东持股情况(不含通过转融通出借股份、高管锁定股) | | | | | | 股东名称 | 持有无限售条件股份数量 | | 股份种类及 ...

2月25日晚间，南都.湾财社记者获悉，格力电器（000651）发布公告：公司第一大股东珠海明骏投资合伙企业(有 限合伙)(以下简称"珠海明骏")计划通过大宗交易方式减持不超过总股本2%的股份，减持资金用于偿还银行贷款。 格力电器表示，此次减持不会导致公司控制权变更，也不会影响公司治理结构和生产经营。 根据公告，珠海明骏计划自本公告之日起15个交易日后的3个月内以大宗交易方式减持公司股份不超过111702774 股(不超过公司剔除回购专用账户股份后的总股本的2%)，减持资金将用于偿还到期的银行贷款。 格力电器表示，将严格按照监管规定履行信息披露义务，确保所有投资者公平获取信息。本次股份减持将通过大 宗交易方式而非集中竞价方式进行，避免了对二级市场形成冲击，有利于吸引专业资金参与，保护中小投资者利 益，维护股价稳定，体现了股东责任及对公司长远发展的信心。 南都.湾财社记者注意到，近期，多家证券机构给予格力电器"买入""增持""推荐""跑赢行业"等评级。格力电器作 为行业龙头，正在积极推动多元化布局和数字化转型。 本次权益变动后，珠海明骏仍保持格力电器单一第一大股东地位，公司控制权稳定，治理结构完善。格力电器在 公 ...

Core Insights - The outdoor sports market is experiencing increasing polarization, with companies like Amer Sports showing significant growth while others like Li Ning and Anta are struggling [1][3][5]. Financial Performance - Amer Sports reported a 27% year-on-year revenue increase to $6.566 billion for the fiscal year ending December 31, 2025, with adjusted net profit rising to $545 million from $236 million in 2024 [1][2]. - In Q4 2025, Amer Sports' revenue grew by 28% to $2.101 billion, with adjusted net profit reaching $176 million, up from $90 million in the same quarter of 2024 [2]. - The Greater China region was a key growth driver for Amer Sports, with annual revenue increasing by 43.4% to $1.86 billion, and Q4 growth reaching 41.8% [2]. Market Comparison - In contrast, Li Ning's sales in Q4 2025 showed a low single-digit decline across all channels, with offline retail and wholesale channels experiencing mid-single-digit declines [3]. - Anta's main brand retail revenue also saw a low single-digit decline, while Nike's sales in China dropped by 16% to $1.423 billion [4]. Market Dynamics - The disparity in performance between Amer Sports and its competitors may be attributed to the resilience of the high-end consumer market, represented by brands like Arc'teryx, compared to the mid-range market [5]. - The outdoor sports market is perceived to have substantial growth potential, prompting increased investments from competitors like Nike and Li Ning in this segment [6][7].

Group 1: Performance of Amer Sports - Amer Sports reported a revenue increase of 27% to $6.566 billion for the fiscal year ending December 31, 2025, with adjusted net profit rising to $545 million from $236 million in 2024 [1] - In Q4 2025, Amer Sports' revenue grew by 28% to $2.101 billion, with adjusted net profit reaching $176 million compared to $90 million in the same period of 2024 [1] - The Greater China region was a significant growth driver, with annual revenue increasing by 43.4% to $1.86 billion and Q4 growth reaching 41.8% [1] Group 2: Comparison with Competitors - In contrast, Li Ning's sales in Q4 2025 showed a low single-digit decline across all channels, with offline channels experiencing a mid-single-digit decline [2] - Anta's main brand retail revenue also saw a low single-digit decline, while Nike's sales in China dropped by 16% to $1.423 billion [2] - The performance disparity may indicate that the high-end market, represented by brands like Arc'teryx, is more resilient compared to the mid-range market [3] Group 3: Market Trends and Competition - The outdoor sports market is perceived to have significant growth potential, prompting brands like Nike and Li Ning to increase their investments in this sector [4] - The competitive landscape in the domestic outdoor market is expected to intensify as major brands expand their presence [5]

2月25日晚间，南都湾财社记者获悉，格力电器发布公告：公司第一大股东珠海明骏投资合伙企业(有限合伙)（以 下简称"珠海明骏"）计划通过大宗交易方式减持不超过总股本2%的股份，减持资金用于偿还银行贷款。 格力电器表示，此次减持不会导致公司控制权变更，也不会影响公司治理结构和生产经营。 拟减持股份不超总股本的2% 根据公告，珠海明骏计划自本公告之日起15个交易日后的3个月内以大宗交易方式减持公司股份不超过111702774 股（不超过公司剔除回购专用账户股份后的总股本的2%），减持资金将用于偿还到期的银行贷款。 本次权益变动后，珠海明骏仍保持格力电器单一第一大股东地位，公司控制权稳定，治理结构完善。格力电器在 公告中强调，本次减持计划的实施不会导致公司控制权发生变更，不会导致公司股权分布不具备上市条件，不会 对公司治理结构及持续经营产生重大影响。 业内分析认为，一方面，此举体现了股东方成熟理性的财务管理策略，有利于其长期健康运营；另一方面，股东 合理的财务安排与企业经营稳定性并不矛盾，格力电器完善的治理结构和稳健的发展战略，使其能够从容应对股 东层面的正常资本运作。随着经济逐步复苏和消费升级趋势延续，家电行业龙头 ...

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月26日，截止午间收盘，深价值ETF交银（159913）涨0.04%，报2.577元，成交额2.98万元。深价值 ETF交银（159913）重仓股方面，美的集团截止午盘跌0.08%，比亚迪跌1.71%，格力电器跌2.10%，京 东方A涨0.23%，牧原股份涨1.16%，中兴通讯涨1.55%，徐工机械跌1.98%，平安银行跌0.18%，宁波银 行跌0.13%，温氏股份涨1.16%。 来源：新浪基金∞工作室 深价值ETF交银（159913）业绩比较基准为深证300价值价格指数，管理人为交银施罗德基金管理有限 公司，基金经理为邵文婷，成立（2011-09-22）以来回报为157.40%，近一个月回报为0.55%。 ...

Group 1 - The Supreme People's Court ruled in favor of Yuzhu Technology in a patent infringement case against Luweimei, allowing Yuzhu to proceed with its IPO plans [2] - Tencent's Yuanbao team apologized for generating inappropriate content in user-created New Year greeting cards, addressing the issue and optimizing the model [2] - Hillhouse Capital plans to reduce its stake in Gree Electric Appliances by up to 112 million shares, with proceeds used to repay bank loans, marking its first reduction since becoming the largest shareholder [3] Group 2 - WeChat introduced new features for users to quickly locate images in chats and to receive photos and files face-to-face, enhancing user experience [4] - Yonyou Network clarified that its AI products are not intended to fully replace existing software but to enhance enterprise operations, focusing on knowledge workers [5] - Blue Arrow Aerospace announced plans to conduct recovery tests for its reusable rocket, Zhuque-3, in the second quarter of this year [6][7] Group 3 - Meizu's mobile business is reportedly ceasing operations, with plans to delist by March 2026, while its FlymeAuto division will operate independently [8] - Shunhao Co. announced that its subsidiary, Treadlight, plans to mass-produce satellites and establish a large-scale space data center between 2031 and 2035 [8] - The International Star Alliance updated its organizational structure to enhance technology implementation and scene promotion in smart home and terminal industries [9] Group 4 - Wingtech Technology is actively addressing the control rights issue of Anshi Semiconductor, focusing on maintaining business stability and communication with clients [10] - NVIDIA reported a revenue of $68.127 billion for Q4 of fiscal year 2026, a 73% year-over-year increase, with a net profit of $42.96 billion, reflecting a 94% growth [11] - Jiangsu Hongwei Technology announced a price increase for IGBT and MOSFET products due to rising manufacturing costs driven by fluctuations in core metal material prices [12][13] Group 5 - TrendForce predicts that the combined capital expenditure of eight major cloud service providers will exceed $710 billion by 2026, driven by AI server investments [14] - Manycore Tech Inc. updated its prospectus, reporting a revenue of 820 million yuan in 2025, with a gross margin of 82.2% [15] - Canaan Inc. completed the acquisition of several mining assets from Cipher Mining Technologies, shifting its strategy towards systematic upstream development in the U.S. power assets [16] Group 6 - Zhiyang Innovation plans to invest 300 million yuan in Lingming Photon Technology, acquiring a stake of approximately 9.09% to 10% [17]

北新路桥：联合中标7.51亿元项目 2月26日，北新路桥(002307)发布公告称，公司近日收到桐乡市吉通建设工程有限公司发来的中标通知 书，根据《中标通知书》，公司（牵头人）、中交建第四航务工程有限公司组成的联合体被确定为G60 沪昆高速公路桐乡高桥段改建工程第TJ02标段中标人。中标金额为7.51亿元。 北京科锐：合计中标约5.88亿元招标项目 2月26日，北京科锐(002350)发布公告称，近日，中国南方电网有限责任公司在其供应链统一服务平台 发布了"南方电网公司2025年配网设备第二批框架招标项目中标公告"，公司为该项目中标人之一；中国 华能在其电子商务平台发布了"中国华能集团有限公司2026年逆变器框架协议采购招标中标结果公示"， 公司为标段三中标人之一。上述项目中标金额合计约为5.88亿元。 赛福天：控股公司安徽美达伦复产 2月26日，赛福天(603028)发布公告称，公司于2026年1月30日对外披露了《关于控股公司临时停产的公 告》，公司控股公司安徽美达伦根据年度生产经营计划，对部分生产线进行停产检修和设备更新改造， 计划临时停产，临时停产时间预计不超过60天。近日，公司接到安徽美达伦通知，其 ...

【热点】 通源石油：近期公司经营情况及内外部经营环境未发生重大变化。 嘉美包装：如未来公司股票价格进一步异常上涨，公司可能再次向深交所申请停牌核查。 【业绩】 【增减持】 【合同中标】 川金诺：市场传闻称美国可能将磷元素和草甘膦列入国家安全优先事项，该事项对公司经营实际影响尚 不明确。 博纳影业：公司近期经营情况正常，内外部经营环境未发生重大变化。 海光信息：2026年第一季度净利润同比预增22.56%—42.32%。 芯碁微装业绩快报：2025年净利润2.9亿元，同比增长80.42%。 神工股份业绩快报：2025年净利润1.01亿元，同比增长146.54%。 青达环保业绩快报：2025年净利润1.81亿元，同比增长94.62%。 芯动联科业绩快报：2025年净利润3.02亿元，同比增长36.1%。 珠江啤酒业绩快报：2025年净利润9.03亿元，同比增长11.42%。 格力电器：股东珠海明骏拟减持不超过2%公司股份。 桃李面包：控股股东方面拟减持公司不超3%股份。 拓日新能：控股股东拟减持不超过3%公司股份。 招标股份：股东拟减持不超3%公司股份。 四川黄金：股东拟减持不超2.119%公司股份。 隆华新材： ...