2月26日，深康佳A盘中下跌2.04%，截至14:12，报3.84元/股，成交1.14亿元，换手率1.83%，总市值 92.47亿元。 资金流向方面，主力资金净流出1525.84万元，特大单买入409.48万元，占比3.60%，卖出743.88万元， 占比6.54%；大单买入1116.32万元，占比9.82%，卖出2307.76万元，占比20.30%。 深康佳A今年以来股价跌22.74%，近5个交易日跌1.79%，近20日跌26.01%，近60日跌25.44%。 截至9月30日，深康佳A股东户数14.67万，较上期减少3.33%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，深康佳A实现营业收入76.79亿元，同比减少5.43%；归母净利润-9.82亿元，同比增长 38.89%。 分红方面，深康佳AA股上市后累计派现25.57亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，深康佳A十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股1277.81万股，相比上期增加187.57万股。招商证券(香港)有限公司退出十大流通股东之 列。 声明：市场有风险，投资需谨 ...

珠海格力电器股份有限公司（证券代码：000651，证券简称：格力电器）今日（25日）发布公告，宣布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）（简称"珠海明骏"）的《上市公司股东股份减持计划告知函》。 | 报告期末普通股股东总数 | | 575. 123 | | 报告期末表决权恢复的优先股股东总数 | | 0 | | --- | --- | --- | --- | --- | --- | --- | | | | | (如有) | | | | | | 前 10 名股东持股情况(不含通过转融通出借股份) | | | | | | | 股东名称 | 股东性质 | 持股 | 持股数量 | 持有有限售条 | 质押、标记或冻结情况 | | | | | 比例 | | 件的股份数量 | 股份状态 | 数量 | | 珠海明骏投资合伙企业(有限 | 境内非国有法人 | 16. 11% | 902, 359, 632 | | 质押 | 902, 359, 632 | | 合伙) | | | | | | | | 京海互联网科技发展有限公司 | 境内非国有法人 ...

2月25日晚间，格力电器发布公告称，公司第一大股东珠海明骏拟自公告披露之日起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。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 【导读】第一大股东珠海明骏减持格力电器 中国基金报记者 泰勒 大家好，关注一下格力电器第一大股东减持的消息。 公告显示，珠海明骏目前持有格力电器股份902，359，632股，占公司总股本的16.11%，为公司第一大 股东。该部分股份来源于2020年1月23日从珠海格力集团有限公司以协议转让方式受让，且已于此前履 行完毕36个月的锁定期承诺，本次减持不存在违反股份锁定承诺的情形。 公告同时强调，本次减持计划不会导致公司控制权发生变更，也不会对公司股权分布的上市条件及持续 经营能力产生重大影响。根据相关规定，通过大宗交易受让本次减持股份的投资者，需在受让后6个月 内不得减持。 截至2月25日收盘，格力电器报38.49元，总市值超2100亿元。按照最新市值计算，本次减持的金额约为 43亿元。 2019年1 ...

（编辑 丛可心） 证券日报网讯 2月25日，惠而浦发布公告称，公司及子公司拟在2026年度办理外汇套期保值业务的总体 额度为不超过55亿元人民币（或等值外币，额度范围内资金可滚动使用），在授权有效期内，任一时点 的交易金额（含前述交易的收益进行再交易的相关金额）不超过上述额度。资金来源为公司自有资金， 不涉及募集资金或银行信贷资金。 ...

来源：新浪证券-红岸工作室 2月25日，TCL智家涨0.50%，成交额1.52亿元，换手率1.38%，总市值109.60亿元。 异动分析 跨境电商+家用电器+一带一路+人民币贬值受益+人工智能 1、2022年10月31互动易回复：公司有部分出口业务通过线上跨境电子商务平台开展，目前占比较小。 2、公司的主营业务是家用冰箱、冷柜及洗衣机的研发、生产及销售。 3、2023年5月9日公司互动：公司已实现连续14年中国冰箱出口量第一，公司为包含一带一路国家在内 的全球130多个国家和地区提供优质的冰箱冷柜产品。据公司官网显示，公司设有欧洲事业部以促产品 销往欧洲。 4、根据2024年年报，公司海外营收占比为73.50%，受益于人民币贬值。 5、2023年4月7日互动易回复：公司在AI语音控制、AI智能双变频技术等方面已有布局，公司产品智能 化水平可以满足客户的需求。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 技术面：筹码平均交易成本为10.41元 该股筹码平均交易成本为10.41元，近期该股有吸筹现象，但吸筹力度不强；目前股价在压力位10.36和 支撑位9.97之间，可以做区间 ...

Core Viewpoint - Haier Smart Home has shown a stable market performance with a slight increase in stock price and significant market capitalization, indicating investor confidence in the company's growth potential [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, and biopharmaceuticals, establishing itself as a global leader in providing quality living solutions [2]. - The company is recognized as the world's largest brand in major home appliances, holding a global retail market share of 10.2% in 2014 and maintaining this position for six consecutive years [2]. Shareholder Structure - Among the top ten circulating shareholders, significant holdings include Central Huijin Asset Management and China Securities Finance Corporation, indicating institutional support [3]. - The largest shareholder, Haier Group, has invested in wireless charging technology and has been involved in setting national industry standards for wireless energy transmission [3]. Business Operations - Haier Smart Home's main business includes the research, production, and sales of various home appliances such as refrigerators, air conditioners, washing machines, and smart home solutions [7]. - The revenue composition is as follows: refrigerators 27.17%, air conditioners 20.94%, washing machines 20.22%, kitchen appliances 13.10%, and other segments contributing to the total [7]. Financial Performance - For the period from January to September 2025, Haier Smart Home reported a revenue of 2340.54 billion, reflecting a year-on-year growth of 15.31%, and a net profit of 173.73 billion, up 14.64% year-on-year [7]. - The company has distributed a total of 486.62 billion in dividends since its A-share listing, with 242.73 billion distributed over the past three years [8]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with notable changes in shareholdings indicating active management [9].

Company Performance - Haier Smart Home reported a revenue of 234.05 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 9.98% [2] - The net profit attributable to shareholders reached 17.37 billion yuan, with a year-on-year increase of 14.68% [2] - Despite a net inflow of 2.10 million yuan on February 13, there were instances of net outflow, such as 8.06 million yuan on February 10, indicating mixed market sentiment [2] Industry Policy and Environment - The home appliance industry is undergoing a structural transformation, with a forecasted shift to a "weak recovery + structural growth" phase by 2026, driven by emerging fields like smart home technology and AI displays [3] - Haier Smart Home faces challenges related to "narrative premium loss," as its business remains heavily focused on traditional appliances like refrigerators and washing machines, with a TTM P/E ratio of approximately 10.4 times [3] - Competitors like Midea Group have achieved higher valuations by transitioning towards technology narratives [3] Company Strategy - To address market volatility, Haier Smart Home is implementing share buybacks and increasing its cash dividend payout ratio to 50% for the 2025-2026 fiscal years [4] - The company is strategically focusing on the smart home ecosystem and advancing the listing processes for its subsidiaries, Kaos and Haier New Energy, to explore new growth opportunities [4]

Group 1 - Haier Smart Home has officially become a partner of the Italian Serie A, leveraging innovative technologies like Haier-Cam to enhance brand exposure and accelerate global high-end market expansion [1] - The company announced its 2026 strategy on February 8, focusing on a "user-centered technology ecosystem," and reported record revenue and profit for the first three quarters of 2025, with profit growth exceeding 10% for five consecutive years [1] - As of January 31, 2026, Haier has repurchased approximately 1.201 billion yuan worth of shares and plans to increase the dividend payout ratio to 50% for the 2025-2026 fiscal year [1] Group 2 - As of February 13, 2026, Haier's stock price closed at 25.70 yuan, with a daily decline of 0.73% and a trading volume of 688 million yuan, while the stock has seen a cumulative drop of 1.42% over the past five days [2] - The technical analysis indicates that the stock price is near a support level of 25.65 yuan, with a resistance level at 26.54 yuan [2] Group 3 - For the first nine months of 2025, Haier reported revenue of 234.054 billion yuan, a year-on-year increase of 15.31%, and a net profit attributable to shareholders of 17.373 billion yuan, up 14.64% year-on-year [3] - The company's gross margin slightly increased to 27.2%, and operating cash flow matched net profit at 17.491 billion yuan, indicating stable profit quality [3] - Over 50% of revenue came from overseas markets, with emerging markets in South Asia and the Middle East and Africa experiencing growth rates of 25% to 60% [3] Group 4 - On February 14, an analysis by Upward Capital based on Buffett's value investment criteria highlighted Haier's understandable business model and strong competitive advantages, although it noted concerns regarding low gross margins and high goodwill [4] - Beijing Xianlao Zaji reported that the company's price-to-earnings ratio (TTM) is approximately 10.4 times, at a historical low, with a comprehensive target price of 33.13 yuan, indicating an upside potential of 28.91% [4] - The growth drivers for the company are identified as high-end product offerings, overseas expansion, and policy benefits, with a forecasted net profit increase of 13.21% year-on-year for 2025 [4]

Core Viewpoint - The A-share market is expected to continue its upward trend post-Spring Festival, driven by a combination of trend inertia, seasonal effects, and policy environment support [3] Market Characteristics - The A-share market is influenced by multiple factors, exhibiting a complex overall pattern characterized by clear trends, numerous short-term disturbances, and significant structural differentiation [1] - The core support for the market's upward trend includes improving corporate profit prospects, increased willingness of residents to invest, and ongoing policies to reduce competition [1][2] Short-term Market Dynamics - The pre-Spring Festival period has led to a temporary decline in market activity as some funds opted to secure profits amid uncertainty, but this has not altered the core market trend [2] - Historical data shows that since 2009, the average spring market rally has lasted 57 days with an average increase of over 20% [2] Investment Strategy - Post-Spring Festival, the investment logic will focus on "value supporting growth," with a shift from low-risk to high-risk preferences, emphasizing technology and cyclical sectors [4] - Five key investment themes are recommended: 1. Artificial intelligence industry chain, shifting focus from hardware to application [5] 2. High dividend yield assets, particularly in stable cash flow sectors like white goods and banking [5] 3. Anti-involution sectors benefiting from improved competition dynamics, such as coal and steel [5] 4. Core areas of domestic demand recovery, focusing on sectors with strong growth potential like health and tourism [6] 5. Investment opportunities in strategic and industrial metals, anticipating a rebound in prices [6] Market Outlook - The market is expected to experience a "red envelope market" post-Spring Festival, with potential for further expansion if consumer data exceeds expectations [3] - The overall market is projected to maintain a "stable and upward" characteristic, with limited downside potential for indices [3]

机构观点 机构对长虹美菱的最新评级偏中性。根据2026年2月13日数据，综合目标价为9.56元，较当前股价存在 43.76%的上涨空间，但机构调研频率一般，利好评级占比为0%。盈利预测方面，22家机构预计2025年 净利润同比增长2.25%，2026年增速可能提升至11.89%，主要基于营收稳步扩张的预期。 股票近期走势 从2026年2月7日至13日，长虹美菱A股（代码：000521）股价整体呈现震荡下行态势。区间累计跌幅为 0.75%，振幅1.96%，最新收盘价6.58元（截至2月13日），较前一日微跌0.15%。成交较为清淡，日均换 手率约0.7%，2月13日主力资金净流出125万元，市场交投活跃度一般。同期白色家电板块跌幅0.15%， 公司股价表现略弱于行业平均水平。 经济观察网 近7天内，长虹美菱（000521）的主要热点是高管变动。2026年2月11日，公司召开董事会 选举李小东为第十一届董事会董事长，任期自当日起至本届董事会届满。此次变动接替了原董事长吴定 刚的职务（吴定刚于2026年1月26日因个人工作调整辞职）。李小东出生于1984年，拥有电子科技大学 工商管理硕士学位，较前任更年轻且学历更高 ...