证券之星消息，10月10日白色家电板块较上一交易日上涨0.35%，惠而浦领涨。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。白色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) | | | --- | --- | --- | --- | --- | --- | --- | | 600983 | 惠而浦 | 10.45 | 2.25% | 3.68万 | | 3818.60万 | | 002668 | TCL智家 | 9.81 | 1.34% | 16.07万 | | 1.57亿 | | 600690 | 海尔智家 | 25.66 | 0.86% | 57.01万 | | 14.67 乙 | | 000921 | 海信家电 | 25.92 | 0.74% | 15.03万 | | 3.91亿 | | 600336 | 澳柯玛 | 7.01 | 0.72% | 18.83万 | | 1.32亿 | | 000521 | 长虹美菱 | 7.21 | 0.70% | 15.90万 | | 1.15亿 | | 0 ...

证券之星消息，10月9日白色家电板块较上一交易日上涨0.44%，深康佳Ａ领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。白色家电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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000651 | 格力电器 | -5931.10万 | 2.33% | -1.25 Z | -4.90% | 6522.56万 | 2.56% | | 000921 | 海信家电 | 1730.66万 | 3.75% | -498.49万 | -1.08% | -1232.17万 | -2.67% | | 600336 | 澳柯玛 | 1622.93万 | 15.56% | -906.82万 | -8.69% | -716.12万 | -6.87% | | 001387 | 雪祺电气 | 354.72万 | 14.76% | -150.34万 | -6.25% | ...

分红方面，海信家电A股上市后累计派现69.64亿元。近三年，累计派现38.23亿元。 机构持仓方面，截止2025年6月30日，海信家电十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股2821.91万股，相比上期减少2065.41万股。南方中证500ETF（510500）位居第七大流通股 东，持股683.08万股，相比上期增加97.15万股。南方绩优成长混合A（202003）位居第九大流通股东， 持股461.36万股，相比上期减少148.51万股。 10月9日，海信家电盘中下跌2.04%，截至09:48，报25.51元/股，成交9144.06万元，换手率0.39%，总市 值353.28亿元。 责任编辑：小浪快报 资料显示，海信家电集团股份有限公司位于广东省佛山市顺德区容桂街道容港路8号，成立日期1997年4 月21日，上市日期1999年7月13日，公司主营业务涉及冰箱、空调器及家用电器的制造和销售。主营业 务收入构成为：暖通空调48.02%，冰洗31.20%，其他主营13.40%，其他(补充)7.38%。 海信家电所属申万行业为：家用电器-白色家电-空调。所属概念板块包括：智能家居、家用电器、增持 ...

Core Viewpoint - Chinese home appliance leaders are increasing investments in Thailand and Southeast Asia to navigate the complex and changing trade environment by deepening their global presence [1][3][5] Group 1: Investment and Expansion - Haier Group has launched its smart air conditioning factory in Thailand, which began construction a year ago and commenced operations on September 23 this year [3] - Hisense has initiated the construction of its largest overseas industrial park in Thailand, with an initial investment of 4.7 billion Thai Baht (over 1 billion RMB) [3][6] - Midea Group is also enhancing its supply chain layout in Thailand this year, while Gree Electric's subsidiary is focused on producing and selling refrigeration components in Thailand [3][5] Group 2: Strategic Considerations - Thailand is the second-largest air conditioning manufacturing base globally, benefiting from good Sino-Thai relations and multiple free trade agreements, which facilitate exports to the EU and the US [5][8] - The establishment of local production bases in Thailand allows Chinese companies to respond quickly to Southeast Asian market demands and mitigate tariff barriers [5][8] Group 3: Production Capacity and Technology - Haier's Thai factory covers approximately 324,000 square meters with a planned annual production capacity of 6 million units, serving both Southeast Asian and global markets [5][6] - Hisense's HHA smart manufacturing park aims for an annual production capacity of 12 million units by 2030, with an estimated annual output value of 100 billion Thai Baht (approximately 21.97 billion RMB) [6] - The trend towards "green" and "smart" manufacturing is evident, with companies adopting eco-friendly refrigerants and advanced technologies to enhance efficiency and reduce carbon emissions [6][8] Group 4: Local Supply Chain Development - There is a need to improve the local supply chain in Thailand to meet the origin requirements for exports and to keep production costs competitive [8][9] - Midea has been actively engaging with local suppliers to enhance the procurement of components, aiming to generate over 1.5 billion Thai Baht in parts sales [9] - Gree Electric is transitioning from an agency model to independent operations in Thailand, focusing on establishing a comprehensive overseas manufacturing and sales network [9][10]

格隆汇9月30日丨海尔智家(600690.SH)公布，公司时任董事、高级管理人员（简称"增持主体"）计划自 愿以自有资金以集合竞价的方式通过上海证券交易所交易系统（含港股通）、香港联合交易所有限公司 交易系统允许的方式增持公司股份（包括A股及/或H股），预计累计增持金额不低于2,085万元，不高于 4,170万元,本次增持计划不设价格区间。截至2025年9月30日，增持主体通过港股通等方式累计增持公司 股份985,800股，累计增持金额2,106.10万元，本次增持计划实施完毕。 ...

每经AI快讯，海尔智家9月30日晚间发布公告称，2025年9月当月，公司通过集中竞价交易方式已累计 回购A股（下同）股份约454万股，占公司总股本的比例为0.048%，购买的最高价为26.64元/股、最低价 为25.16元/股，支付的金额约为1.18亿元；本次回购实施起始日（2025年4月7日）至2025年9月底，公司 已累计回购股份约4048万股，占公司总股本的比例为0.431%，购买的最高价为26.64元/股、最低价为 23.6元/股，支付的金额约为10.17亿元。 每经头条（nbdtoutiao）——前脚消费贷，后脚被银行追讨发票，7天内上传，否则后果严重！有人为此 焦虑，有人却趁机牟利：帮开票包过审 （记者 曾健辉） ...

海尔智家公告，自2025年4月8日起6个月内，公司董事、高级管理人员计划自有资金增持公司股份，预 计金额不低于2085万元、不高于4170万元；截至2025年9月30日，增持主体通过港股通等方式累计增持 98.58万股，耗资2106.1万元，本次增持计划已实施完毕。 ...

出品：新浪财经上市公司研究院 作者：木予 2025年1-6月，在"以旧换新"政策的助力下，国内家电市场整体量额齐升，展现增长韧性。奥维云网数据显示，报告期内国内家电（不含3C）零售市场规模 达到4537亿元，同比增长9.2%。其中，空调、洗衣机、冰箱市场零售量同比分别增长15.6%、10.1%、2.7%，零售额则同比分别增长12.4%、11.5%、3.5%。 截至8月31日，A股10家白色家电（按申万二级行业分类）上市公司均已披露2025年半年报。据财报披露的数据统计，10家公司上半年实现总营收5942.23亿 元，较2024年同期增长10.5%；归母净利润（含亏损）总和为554.96亿元，而2024年同期为473.83亿元。 更进一步来看，3家空调企业总营收为3977.89亿元，归母净利润合计425.03亿元，约占比66.9%、76.6%，与2024年上半年相比分别提高8.8%、15.0%；其余7 家水洗企业总营收为1964.34亿元，归母净利润（含亏损）合计129.94亿元，约占比33.1%、23.4%，与2024年上半年相比分别提高14.1%、24.6%。报告期 内，澳柯玛、雪祺电气营收、净利双降，均为 ...

Market Performance - On September 29, the market showed strong performance with the Shanghai Composite Index rising by 0.90%, the Shenzhen Component increasing by 2.05%, and the ChiNext Index up by 2.74%[3] - The total trading volume reached 2.18 trillion yuan, a slight increase of approximately 10 billion yuan compared to the previous trading day[1] Sector Analysis - Non-bank, non-ferrous metals, and electric equipment sectors led the gains, while coal, banking, social services, and oil sectors experienced slight declines[1] - The semiconductor equipment sector maintained strength, showing limited decline with significant gains near the market close, indicating strong stability in investor sentiment[2] Capital Flow - On September 29, net inflows into the Shanghai Stock Exchange were 35.651 billion yuan, while the Shenzhen Stock Exchange saw net inflows of 46.963 billion yuan[4] - The top three sectors for capital inflow were securities, batteries, and consumer electronics, while the sectors with the highest outflows were chemical pharmaceuticals, coal mining, and white goods[4] Economic Indicators - From January to August, state-owned enterprises reported total profits of 27,937.2 billion yuan, with total operating revenue of 539,620.1 billion yuan, reflecting a year-on-year growth of 0.2%[8] - The asset-liability ratio for state-owned enterprises was 65.2% at the end of August, an increase of 0.3 percentage points year-on-year[8] Industry Developments - China has built the world's largest and most comprehensive water conservancy infrastructure system, with 95,000 reservoirs and over 200 major water diversion projects completed by the end of 2024[5][9] - The automotive sector saw an import and export total of 25.81 billion USD in August, with a month-on-month increase of 3.3% but a year-on-year decrease of 0.3%[10]

Core Viewpoint - Haier Smart Home's stock experienced a slight decline of 0.66% on September 29, with a trading volume of 1.2 billion yuan and a market capitalization of 239.733 billion yuan [1]. Company Overview - Haier Group, founded in 1984, has expanded from producing refrigerators to a wide range of sectors including home appliances, IT, logistics, finance, real estate, and biopharmaceuticals, becoming a global leader in providing solutions for a better life [2]. - The company holds a 10.2% share of the global retail volume in 2014, maintaining its position as the world's largest brand in major home appliances for six consecutive years [2]. Shareholder Structure - The top ten circulating shareholders include Central Huijin Asset Management Co., Ltd. and China Securities Finance Corporation [3]. - Haier Wireless, a subsidiary focused on wireless charging, has participated in setting national industry standards for electromagnetic compatibility and radiation, and has invested in Intel's wireless charging technology team [3]. Business Operations - Haier Smart Home's main business involves the research, production, and sales of home appliances, including refrigerators, kitchen appliances, air conditioners, washing machines, and smart home solutions [3]. - The revenue composition includes: refrigerators 27.17%, air conditioners 20.94%, washing machines 20.22%, kitchen appliances 13.10%, equipment and channel services 11.97%, water appliances 6.11%, and others 0.48% [7]. Financial Performance - For the first half of 2025, Haier Smart Home achieved a revenue of 156.494 billion yuan, representing a year-on-year growth of 15.39%, and a net profit attributable to shareholders of 12.033 billion yuan, up 15.48% year-on-year [7]. - The company has distributed a total of 46.155 billion yuan in dividends since its A-share listing, with 21.766 billion yuan distributed in the last three years [8]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the fifth largest circulating shareholder with 450 million shares, a decrease of 131 million shares from the previous period [9]. - Huaxia SSE 50 ETF and Huatai-PineBridge CSI 300 ETF are also among the top ten circulating shareholders, with respective holdings of 73.637 million shares and 66.918 million shares [9].