证券代码：600839 证券简称：四川长虹 公告编号：临 2025-051 号 四川长虹电器股份有限公司 关于回购股份事项前十大股东和前十大无 限售条件股东持股情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 四川长虹电器股份有限公司（以下简称或"公司"或"四川长虹"）于 2025 年 5 月 8 日召开第十二届董事会第二十七次会议，审议通过了《关于公司回购股 份方案的议案》，该议案尚需提交公司将于 2025 年 6 月 26 日召开的 2024 年年 度股东大会审议。以上具体内容详见公司分别于 2025 年 5 月 9 日及 2025 年 6 月 6 日披露的《四川长虹关于以集中竞价交易方式回购公司股份方案的公告》 （临 （临 2025-046 号）。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 （即 2025 年 6 月 18 日）登记在册的前十大股东和前十大无限售条件股东的名称 及持股数量、比例情况公告如下： 一、2025 年 6 月 18 日登记在册的公司前十大股东持股情况 序 占总股 ...

证券代码：600983 证券简称：惠而浦 公告编号：2025-022 惠而浦（中国）股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.29元 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/26 | － | 2025/6/27 | 2025/6/27 | | 本次利润分配以方案实施前的公司总股本766,439,000股为基数，每股派发现金红利0.29 元（含税） ，共计派发现金红利222,267,310.00元。 三、 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/26 | － | 2025/6/27 | 2025/6/27 | | 四、 分配 ...

行 业 及 产 业 家用电器 2025 年 06 月 20 日 内 需 焕 新 增 势 ， 外 需 多 元 拓 疆 看好 ——2025 年家电行业中期策略报告：聚焦"以旧换新"政 策红利与新兴市场出口机遇 本期投资提示： 【稳健】白电板块兼具"低估值、高分红、稳增长"属性，股价安全边际高和弹性大兼 顾。内销方面，24 年以旧换新政策落地后效果超预期；25 年政府工作会议中提及仍将 大力提振消费、全方位扩大国内需求，实施提振消费专项行动，景气度有望受益延续。 出口方面，头部大家电企业均在全球多地布局生产基地，能够良好应对关税等国际贸易 政策波动；同时，东南亚、南美、非洲等多个新兴市场需求旺盛，有望显著拉动家电增 量。我们看好白电产业链量价齐升，持续推荐白电板块海尔、美的、格力+海信家电的组 合。 【成长】以清洁电器为代表的家电新消费品类渗透率持续提升，成长空间广阔。推荐大 客户订单突破带动收入放量，盈利能力稳定提升的欧圣电气；推荐小家电出口大客户开 拓顺利，EPS 电机量产贡献成长的德昌股份；推荐海外需求回暖，内销新品持续推进的 石头科技。 【第二成长曲线】上游核心零部件企业在深耕家电行业的同时，积极向汽零等领 ...

记者今天了解到，由我国牵头制定的国际标准《家用和类似用途电器——维修、翻新、再造及后续安全 检测——第1部分：通用要求》近日正式发布并施行。该标准是全球首项家用电器循环经济与材料效率 领域安全国际标准，填补了国际标准在家用电器全生命周期标准体系中的空白。（央视） ...

证监许可【2011】1288号 报告 5月消费超预期 投资增速回落 2025年6月20日 更多精彩内容 请关注 格林大华期货 官方微信 研究员：刘洋 联系方式：liuyang18036@greendh.com 期货从业资格证号：F3063825 期货交易咨询号：Z0016580 国债期货一周行情复盘 本周国债期货主力合约总体表现为震荡上行，30年品种走势偏强，截至收盘全周30年国债涨0.71%，10年国债涨 0.14%，5年国债涨0.12%，2年国债涨0.09%。 数据来源：wind，格林大华 5月份家用电器和音像器材类、通讯器材类等同比涨幅较大 以旧换新政策推动下，5月限额以上单位家用电器和音像器材类、通讯器材类、文化办公用品类、家具类商品零 售额分别增长53.0%、33.0%、30.5%、25.6%，4月分别增长38.8%、19.9%、33.5%、26.9%。基本生活类和部分升 级类商品销售增势较好，限额以上单位粮油食品类、金银珠宝类、体育娱乐用品类商品零售额分别增长14.6%、 21.8%、28.3%，4月分别增长14.0%、25.3%、23.3%。5月份限额以上单位汽车类消费品零售总额同比增长1.1% ...

Macro Overview - The Federal Reserve paused interest rate cuts in June, maintaining the federal funds rate at 4.25%-4.50% while continuing quantitative tightening, which aligns with market expectations [2][3] - Economic forecasts indicate a downward adjustment in growth expectations for 2025 and 2026, with unemployment rates slightly increased, reflecting concerns over "stagflation" [3][4] - The dollar index is expected to decline further in 2025 due to tariffs, economic slowdown, and strengthening of alternative assets, stabilizing below 100 for the year [7] Home Appliances Industry - The home appliance sector is expected to benefit from long-term stability, with white goods focusing on performance consistency and increasing dividend rates, while black goods present opportunities due to enhanced global competitiveness [9][12] - The industry has seen a significant increase in the SW home appliance index, with respective gains of 3.8%, 25.4%, and 1.93% for 2023, 2024, and 2025 YTD [9][10] - The outlook for the home appliance market is cautious due to potential demand exhaustion and intensified competition, particularly in the air conditioning segment [10][11] Chemical Industry - The chemical industry is currently facing significant supply and demand pressures, with low profitability in the petrochemical sector, and a need for structural opportunities as the market stabilizes [15][16] - Brent crude oil prices are projected to range between $60-$70 per barrel in the second half of 2025, which may alleviate some cost pressures for the industry [15] - Key investment themes include domestic demand stimulation, supply-side constraints, and the domestic substitution of new materials [15][16] New Energy Sector - The new energy sector is experiencing structural differentiation, with a focus on new technologies and non-US exports, particularly in the wind and solar energy segments [18][19] - The demand for energy storage is expected to shift from policy-driven to market-driven profitability, with significant growth potential in domestic and overseas markets [20][21] - The wind energy sector is anticipated to see a recovery in profitability, driven by increased installations and demand from emerging markets [19][20] Investment Strategies - The report emphasizes the importance of long-term investment strategies, particularly in state-owned enterprises, technology, and consumer sectors, which are expected to yield stable excess returns [24][25] - The development of public funds is expected to favor long-term and passive investment strategies, with a focus on ETFs and sector-specific funds [25][26] - The report highlights the potential for significant returns through quantitative stock selection strategies based on fundamental factors [24][26]

Core Viewpoint - The event "Tian Sheng Gan Jing Dang Ran Hao Ting" organized by Vatti in collaboration with JD MALL and JD Appliances showcased innovative marketing strategies targeting younger consumers through a music festival format, highlighting the features of Vatti's products like the beauty bath water heater and integrated cooking center [1][8]. Group 1: Event Highlights - The music festival took place from June 14 to 18 in Chongqing, Xi'an, and Beijing, featuring performances by popular artists and interactive experiences that allowed consumers to engage with Vatti's products [1][3]. - The event included a "Net World Bathroom" interactive segment where attendees could win prizes and learn about the beauty bath water heater's skin-nourishing technology [5][8]. - Various themed interactive areas, such as the "Home Appliance Live House" and "Dishwasher Bubble Jazz Club," provided immersive experiences that combined music and product demonstrations [5][7]. Group 2: Marketing Strategy - Vatti's approach to marketing has shifted from traditional methods to a more engaging format that resonates with Gen Z, integrating elements of fashion and technology into the product experience [8][9]. - The company has successfully utilized collaborations with platforms like JD to create innovative marketing campaigns, including city pop-up events and customized short dramas [8][9]. - Feedback from attendees indicates a positive reception to the fusion of kitchen appliances with music and art, suggesting a successful rebranding of Vatti's image [8][9]. Group 3: Future Initiatives - Following the music festival, Vatti plans to host a themed pop-up event in Jinan from June 20 to 22, further promoting the beauty bath water heater and redefining modern bathing culture [11].

今天分享的是：东南亚小厨电电商行业市场洞察报告（2025年6月版） 报告共计：36页 东南亚家电市场规模虽仅为中国的31%，但发展态势良好。其人口约达中国人口的48%，为厨房家电销售提供了庞大潜在消费群体。随着经济发展和居民生 活水平的提升，对厨房家电的需求与要求也在持续增长。且东南亚各国饮食文化各具特色，消费者对厨房家电需求也各不相同。 从市场数据来看，东南亚小家电市场规模增长迅速，2022年需求量接近2.5亿件，印尼占据份额最多。2023年小家电市场营收预计达1134亿人民币，小家电 因更换频率高、种类多，占比远高于大家电。线上销售趋势逐渐显现，不过2025年线下渠道预计仍将保持80%以上份额。 在众多品类中，小型厨房家电用品在东南亚地区尤为受欢迎。如售价29.9RM的Swiss Thomas Free Whisk & Scraper多功能搅拌机，近一个月内销量达1.9万 件，位居TikTok马来西亚第一。该产品功能多样，集切碎、搅拌、切割、研磨等功能于一体，搭载100%铜芯电机，稳定性强，通过更换刀片还能实现多种 用途。其设计采用304不锈钢刀片与防滑硅橡胶垫，可拆卸部件易于清洁，考虑到东南亚气候炎热， ...

Market Overview - The three major indices opened mixed, with the Shanghai Composite Index down by 0.10%, the Shenzhen Component Index down by 0.13%, and the ChiNext Index unchanged [1][2] - Sectors such as rail transit equipment, photovoltaic, and gaming showed strong gains, while digital currency, oil and gas, and precious metals sectors experienced declines [1] Sector Analysis - According to Everbright Securities, the market is undergoing an overall adjustment, influenced by geopolitical tensions in the Middle East, which have led to a decline in the Asia-Pacific stock markets. However, the oil and gas sector saw gains despite the overall market downturn [3] - The report from CICC indicates that the global IP (Intellectual Property) and its derivative products industry is expected to enter a new growth cycle, with the global IP toy market projected to reach 525.1 billion yuan by 2024, growing at a CAGR of 8% from 2024 to 2029. The Chinese IP toy market is expected to reach 75.6 billion yuan by 2024, with a CAGR of 17.2% during the same period [4] - Galaxy Securities emphasizes that investment in the white goods sector should focus on the stability of company performance, while the black goods sector presents opportunities due to improved global competitiveness. The clean appliance sector is expected to benefit from industry consolidation, and AI and robotics technologies are anticipated to introduce attractive new smart products [5] Economic Outlook - Tianfeng Securities notes that the Federal Reserve's decision to maintain interest rates in June aligns with market expectations, but the likelihood of a rate cut in September remains low. The Fed is expected to adopt a cautious approach due to uncertainties surrounding government policies and inflation risks [6]

新华社青岛6月19日电 题：新机遇 新未来——从跨国公司领导人青岛峰会看中国扩大高水平对外开放 新华社记者王凯、邵琨、张武岳 由山东省政府和商务部共同主办的第六届跨国公司领导人青岛峰会19日在山东青岛开幕，来自43个国家 和地区的570位嘉宾齐聚峰会。业内人士表示，举办第六届跨国公司领导人青岛峰会，是坚定不移推动 高水平对外开放和高质量发展的务实举措，将向世界传递中国持续扩大开放、欢迎外资的积极信号。 本届峰会的主题是"跨国公司与中国—链接世界 合作共赢"，为跨国公司搭建政策对话、产业对接、项 目合作的交流平台。 贝卡尔特中国区负责人李克说，这是他第二次参加峰会，他认为去年的峰会非常成功，对今年的峰会也 抱有很高的期望。"峰会提供了一个与政府、与价值链上的其他参与者联系的绝佳机会。"李克说。 许宝燕说，企业不断提升在华航空网络布局，去年在青岛、厦门和广州开通了全新国际货运航线，升级 了在北京和天津的进出口货件运输服务。企业还将在中国持续布局物流网络建设，让供应链更具灵活性 和韧性，并着力强化在专业清关服务、数字化、可持续发展等领域的综合能力。 当前，中国正稳步扩大规则、规制、管理、标准等制度型开放，不断完善外 ...