证券之星消息，1月5日家电零部件板块较上一交易日上涨1.45%，禾盛新材领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。家电零部件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) | | | --- | --- | --- | --- | --- | --- | --- | | 002290 | 禾盛新材 | 49.39 | 8.07% | 9.89万 | | 4.81亿 | | 603075 | 热威股份 | 22.60 | 3.48% | 2.48万 | 5546.52万 | | | 300217 | 东方电热 | 5.31 | 2.51% | 40.52万 | | 2.14亿 | | 002420 | 毅昌科技 | 7.85 | 2.08% | 26.67万 | | 2.10亿 | | 301252 | 同星科技 | 33.16 | 2.00% | 8.95万 | | 2.96亿 | | 920768 | 拾比値 | 12.29 | 1.99% | 1.63万 | 1995.24万 | | | ...

格隆汇1月4日丨三花智控(002050.SZ)公布，截至2025年12月31日，公司本次股份回购已实施完成。在 回购期内，公司通过股票回购专用证券账户以集中竞价交易方式回购公司股份7,150,100股，占公司总股 本的0.1699%，最高成交价为54.25元/股，最低成交价为22.69元/股，成交总金额为303,216,434.74元（不 含交易费用）。 ...

截至2025年12月31日收盘，三花智控（002050）报收于55.31元，较上周的47.3元上涨16.93%。本周， 三花智控12月31日盘中最高价报56.49元，股价触及近一年最高点。12月30日盘中最低价报46.88元。本 周共计1次涨停收盘，无跌停收盘情况。三花智控当前最新总市值2327.45亿元，在家电零部件板块市值 排名1/30，在两市A股市值排名54/5181。 龙虎榜上榜 沪深交易所2025年12月30日公布的交易公开信息显示，三花智控（002050）因日涨幅偏离值达到7%的 前5只证券登上龙虎榜。此次是近5个交易日内第1次上榜。 H股公告-翌日披露报表 本周关注点 浙江三花智能控制股份有限公司于2025年12月30日购回375,000股A股，用于股权激励计划及/或员工持 股计划，交易在深圳证券交易所进行。本次购回股份占公司已发行股份（不包括库存股）的0.0101%， 每股成交价加权平均为人民币50.37元，最高价51元，最低价47.7元，总支付金额为人民币18,889,795 元。购回股份拟全部持有为库存股，未计划注销。 交易信息汇总 以上内容为证券之星据公开信息整理，由AI算法生成（网信算 ...

截至2025年12月26日收盘，奇精机械（603677）报收于18.0元，较上周的17.98元上涨0.11%。本周，奇 精机械12月23日盘中最高价报18.28元。12月23日盘中最低价报17.61元。奇精机械当前最新总市值35.01 亿元，在家电零部件板块市值排名25/30，在两市A股市值排名4246/5181。 本周关注点 公司公告汇总 公司拟自2026年1月1日起至2027年4月30日向多家银行申请合计5.7亿元的综合授信额度，其中子公司奇 精工业（泰国）有限责任公司申请2000万元授信，由公司提供连带责任保证。本次担保额度占公司最近 一期经审计净资产的1.73%，被担保方为全资子公司，资产负债率为22.25%，担保设有反担保。截至公 告日，公司对外担保总额为2000万元，无逾期担保。 公司预计在2026年开展外汇套期保值业务，动用保证金和权利金上限为2500万元，任一交易日持有的最 高合约价值不超过5亿元，资金来源为自有资金。业务主要涉及美元、欧元等币种，交易品种包括远期 结售汇、外汇掉期、外汇期权等。授权期限为2026年1月1日至2026年12月31日，合约到期不晚于2027年 6月30日。 公司同 ...

证券之星消息，12月31日家电零部件板块较上一交易日上涨3.16%，朗迪集团领涨。当日上证指数报收 于3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。家电零部件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) | | --- | --- | --- | --- | --- | --- | | 603726 | 朗迪集团 | 24.20 | 7.32% | 26.77万 | 6.47亿 | | 002050 | 三花智控 | 55.31 | 5.35% | 413.07万 | 224.73亿 | | 300342 | 天银机电 | 33.13 | 4.64% | 90.55万 | 29.92亿 | | 002860 | 星帅尔 | 14.10 | 4.14% | - 30.33万 | 4.27亿 | | 600619 | 海立股份 | 21.10 | 2.68% | 42.10万 | 8.85 Z | | 301280 | 珠城科技 | 53.26 | 2.03% | 6.00万 | 3.25亿 | | 301135 | 瑞德智 ...

智通财经APP讯，三花智控(02050)发布公告，于2025年12月31日，该公司斥资人民币4847.15万元回购 90.97万股A股，每股回购价格为52.58-54.25元。 ...

Group 1 - The A-share and Hong Kong stock markets showed a growth style leading the rally in December, with the ChiNext and North Star 50 indices rising over 5% [1] - The core drivers for the cyclical sector include economic recovery expectations and the revaluation of strategic resources, particularly benefiting from global manufacturing recovery and resource security themes [1][2] - The growth style focuses on technological self-reliance and new productivity, with capital concentrating on sectors like defense, communication, and AI-related high-end manufacturing [1][2] Group 2 - In January, the A-share market will enter a critical data verification period, influenced by policy effects, macro data, corporate performance, and liquidity changes, leading to potential increased volatility [2] - Key sectors such as defense, 6G, and satellite internet will require performance or order validation to digest previous gains, while commercial aerospace and AI computing sectors may still present active opportunities [2] - Strategic resource segments, especially rare metals like antimony, tungsten, and rare earths, are being revalued by the market due to their essential role in advanced technology breakthroughs [2] Group 3 - The company has excellent asset allocation in mineral resources, with a projected CAGR of 24% for copper production and 12% for gold production from 2020 to 2024, leading in growth among major copper/gold mining companies [6] - The company has successfully completed several significant acquisitions, contributing to production and profit, with ongoing projects expected to support sustainable growth in copper and gold businesses [6][8] - The company has effectively controlled costs, with production costs for copper and gold remaining competitive, positioning it within the top 20% globally [7] Group 4 - The company is benefiting from a stable coal production capacity of 48 million tons/year and has seen an increase in profitability due to low extraction costs and high long-term contracts [18] - The company is expanding its electrolytic aluminum capacity, with a projected increase to 121,000 tons/year by the end of 2025, supported by cost advantages from proximity to coal sources [19] - The company is actively promoting clean energy transition, with significant growth in renewable energy installations, aiming for 700,000 kW by the end of the 14th Five-Year Plan [19] Group 5 - The company is a leading supplier of air conditioning refrigeration valves, with rapid growth in automotive and humanoid robot businesses, actively developing new growth curves [47] - The company achieved a revenue of 240.29 billion yuan in the first three quarters of 2025, with a year-on-year increase of 16.86%, and a net profit of 32.42 billion yuan, up 40.85% [47] - The company is focusing on the development of robotic components, with plans for overseas mass production to strengthen its position in the global supply chain [49]

Core Insights - The report emphasizes the strong resilience of leading white goods companies, highlighting their high dividend yields, with Gree Electric at 7.3%, Midea Group at 5.1%, Hisense Home Appliances at 4.9%, and Haier Smart Home at 4.6% [6][22] - The "Home Appliance +" strategy indicates opportunities in extending the appliance industry into robotics, with companies like Midea Group and Fuhua Co. making significant advancements [6][58] - The export market shows potential, particularly in the U.S. real estate sector, with expectations of demand recovery due to anticipated interest rate cuts and housing stimulus policies [6][70] Section Summaries 2025 Home Appliance Review - The home appliance index has shown a modest increase of 7.7% year-to-date, underperforming the CSI 300 index by approximately 9.7 percentage points [11][14] - The market style in 2025 has favored growth stocks, while the home appliance sector has leaned towards value, leading to a mismatch in market expectations [13][14] - The public fund allocation in the home appliance sector is at a historical low of 2.94%, indicating potential for future growth as external demand remains optimistic [18][19] Dividends - Leading white goods companies maintain high dividend yields, with Gree Electric at 7.3%, Supor at 6.1%, and Midea Group at 5.1%, reflecting strong earnings resilience [24][29] - The report suggests that the dividend rates for companies like Midea and Haier may continue to increase, supported by robust profit growth [24][30] Domestic Sales - The national subsidy policy has positively impacted consumer confidence, with a clear trend towards structural upgrades in appliance consumption [34] - The sales growth of home appliances has been driven by the "trade-in" policy, although growth rates have shown a declining trend in the latter part of the year [34][39] - The air conditioning market has maintained stable pricing, with a continued trend towards mid-to-high-end products [39] "Home Appliance +" - Midea Group has made significant investments in robotics, with humanoid robots already in practical application within factories [58] - Fuhua Co. is expected to launch its grain storage robots in 2026, indicating a diversification into new growth areas [59] - Key component manufacturers like Huaxiang Co. and Hanyu Group are positioned to benefit from the robotics trend, focusing on core components such as reducers and harmonic drives [64][65] Exports - The U.S. real estate market is expected to recover, with potential interest rate cuts and housing stimulus policies likely to boost demand for home appliances [71][84] - Retail inventory levels in the U.S. are high, which may affect sales performance in the short term, but long-term housing demand remains strong [76][83] - The report anticipates that if mortgage rates fall below 6%, there could be a significant recovery in demand within the real estate chain [84]

| 买/卖 | 会员营业部各称 | 买入金额 | 卖出金额 | | --- | --- | --- | --- | | | | (元) | (元) | | 买1 | 深龄通专用 | 553,855,132 | 235,299,551 | | 买2 | 因数每通证券股份有限公司宁波广福街 证券营业部 | 321,355,612 | 3,255,759 | | 253 | 开源证券股份有限公司西安西大街证券 营业部 | 246,301,863 | 4,581,239 | | 24 | 东亚前海证券有限责任公司苏州分公司 | 207,319,876 | 118,610 | | ਡੈਨਟੇ | 国泰海通证券股份有限公司宜昌沿江大 道证券書业部 | 201,214,537 | 617,108 | | 熨1 | 深龄通专用 | 553,855,132 | 235,299,551 | | 频2 | 北京都出版第十回之路最多的新司分子 品示品版 | 124,230,945 | 124,749,573 | | 男3 | 机构专用 | 0 | 111,090,000 | | 201 | 东方财富证券股份有限公司拉萨团赔路 第一证 ...

Group 1 - The home appliance parts sector increased by 5.35% compared to the previous trading day, with Tongxing Technology leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index closed at 13604.07, up by 0.49% [1] - Key stocks in the home appliance parts sector included Tongxing Technology, which rose by 10.34% to a closing price of 33.29, and Sanhua Intelligent Control, which increased by 9.99% to 52.50 [1] Group 2 - The net inflow of main funds in the home appliance parts sector was 2.434 billion yuan, while retail funds saw a net outflow of 932 million yuan [2] - Major stocks with significant fund flows included Sanhua Intelligent Control, which had a net inflow of 2.786 billion yuan, and Hongchang Technology, which saw a net inflow of 27.525 million yuan [3] - Retail investors showed a negative trend, with significant outflows from stocks like Sanhua Intelligent Control and Hongchang Technology, indicating a cautious sentiment among smaller investors [3]