家电行业

Search documents
美的集团股份有限公司关于以集中竞价交易方式回购A股股份进展情况的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-07-31 23:25
截至2025年7月31日,公司通过回购专用证券账户,以集中竞价交易方式累计回购公司A股股份数量为 29,543,941股,占公司目前总股本的0.3850%,最高成交价为73.59元/股,最低成交价为69.91元/股,支 付的总金额为2,126,921,826元(不含交易费用),本次回购符合相关法律法规的要求,符合公司既定的 回购方案。 美的集团股份有限公司(以下简称"公司")于2025年3月28日召开第五届董事会第六次会议、于2025年5 月30日召开2024年度股东大会审议通过了《关于以集中竞价方式回购公司A股股份的方案》,同意公司 以集中竞价交易方式回购公司部分已发行的A股股份,用于依法注销减少注册资本及实施股权激励计划 及/或员工持股计划。回购价格为不超过人民币100元/股,回购金额为不超过100亿元且不低于50亿元, 实施期限为自股东大会审议通过回购股份方案之日起12个月内(以下简称"50-100亿A股回购方案")。 公司于2025年6月17日披露了《关于以集中竞价方式回购公司A股股份方案的报告书》。 公司于2025年4月8日召开第五届董事会第七次会议审议通过了《关于以集中竞价方式回购公司A股股份 的 ...
海信视像股价下跌4.37% 2024年度每股派现0.88元
Jin Rong Jie· 2025-07-31 20:17
Group 1 - As of July 31, Hisense Visual's stock price closed at 22.74 yuan, down 1.04 yuan, representing a decline of 4.37% from the previous trading day [1] - The trading volume on that day was 258,710 hands, with a transaction amount reaching 590 million yuan [1] - Hisense Visual's main business includes the research, production, and sales of display products, covering areas such as televisions, commercial displays, and medical displays [1] Group 2 - On the evening of July 31, Hisense Visual announced a cash dividend distribution for the 2024 fiscal year, proposing a cash dividend of 0.88 yuan per share (tax included) for all shareholders [1] - The record date for the dividend is August 7, with the ex-dividend date and cash dividend payment date both set for August 8 [1] - On July 31, the net outflow of main funds for Hisense Visual was 29.72 million yuan [1]
美的集团单日回购金额达3亿元,美的今年已累计回购超36亿元
Di Yi Cai Jing· 2025-07-31 13:44
7月31日,美的集团单日回购金额3亿元。2025年以来,美的集团已累计回购5000万股、超36亿元。业内 人士表示,如果今年美的集团回购的股票全部注销,美的集团的股息率将有机会超过5%。美的集团董 事会秘书高书表示,回购体现了管理层对公司长期价值的信心,回购注销可增厚公司每股收益。 今年4月、6月,美的集团分别披露了15亿-30亿元A股回购方案,以及50亿-100亿元A股回购方案,实施 期限均在一年内。截至7月31日,15亿-30亿元A股回购方案累计回购2056.46万股,占总股本0.268%,支 付总金额15.1亿元;50亿-100亿元A股回购方案累计回购2954.4万股,占总股本0.385%,支付总金额 21.27亿元。 【#美的集团单日回购金额达3亿元#,#美的今年已累计回购超36亿元#】7月31日,美的集团 (000333.SZ)公告显示,美的集团当天单日回购金额达3亿元。2025年以来美的集团已经累计回购5000 万股,回购总金额超36亿元。 ...
新宝股份:公司目前产品主要分为三大类
Zheng Quan Ri Bao· 2025-07-31 13:09
(文章来源:证券日报) 证券日报网讯新宝股份7月31日在互动平台回答投资者提问时表示,公司目前产品主要分为如下三大 类:厨房电器、家居电器、其他产品(含母婴类产品),上述三类产品2024年销售收入占公司营业收入 的比重分别为68.42%、17.37%、12.39%;母婴类产品主要有暖奶器、调奶机、辅食机和消毒器等多类 产品。 ...
美的集团:累计回购5,010.85万股,投入36.37亿元,符合计划
Hua Er Jie Jian Wen· 2025-07-31 10:53
Summary of Key Points Core Viewpoint - Midea Group is actively implementing two parallel share repurchase plans, demonstrating a commitment to enhancing shareholder value through stock buybacks and equity incentives [1] Repurchase Plan Overview - Two repurchase plans are in place: a 1.5-3 billion yuan plan (for equity incentives) and a 5-10 billion yuan plan (for cancellation and reduction of capital as well as equity incentives) [1] - The maximum repurchase price is set at 100 yuan per share [1] - The implementation period for each plan is within 12 months after approval [1] Progress as of July 31, 2025 - **1.5-3 Billion Yuan Plan** - Shares repurchased: 20.5646 million shares, accounting for 0.27% of total share capital [1] - Price range for transactions: 69.50-80.44 yuan per share [1] - Total funds used: 1.51 billion yuan [1] - **5-10 Billion Yuan Plan** - Shares repurchased: 29.5439 million shares, accounting for 0.39% of total share capital [1] - Price range for transactions: 69.91-73.59 yuan per share [1] - Total funds used: 2.127 billion yuan [1] Cumulative Situation - Total shares repurchased: 50.1085 million shares, representing 0.66% of total share capital [1] - Total funds invested: 3.637 billion yuan [1] - Both plans are in line with the established objectives, and the company will continue to implement them based on market conditions [1]
海尔智家:累计回购约3338万股
Mei Ri Jing Ji Xin Wen· 2025-07-31 10:24
Group 1 - Haier Smart Home's revenue composition for 2024 is as follows: refrigerators account for 29.11%, washing machines for 22.04%, air conditioners for 17.15%, kitchen and bathroom appliances for 14.38%, comprehensive channel services and others for 11.33%, and water appliances for 5.51% [1] Group 2 - As of July 31, 2025, Haier Smart Home has repurchased a total of 1.55 million A-shares, representing 0.017% of the total share capital, with a maximum purchase price of 26.05 CNY per share and a minimum of 24.83 CNY per share, totaling approximately 39.71 million CNY [2] - From April 7, 2025, to July 31, 2025, the company has repurchased approximately 33.38 million shares, which is 0.356% of the total share capital, with a maximum price of 26.3 CNY per share and a minimum of 23.6 CNY per share, amounting to about 834 million CNY [2]
2025年以来美的集团已累计回购5000万股、超36亿元
Xin Lang Cai Jing· 2025-07-31 10:02
7月31日,美的集团单日回购金额3亿元。2025年以来,美的集团已累计回购5000万股、超36亿元,回购 总额位列A股前三。业内人士表示,如果今年的回购全部注销,美的集团股息率将超过5%。自2013年 整体上市以来,美的集团持续加大回购力度,成为A股名副其实的"回购王",累计回购超308亿元, 2025年分红超267亿元。美的集团董事会秘书高书表示,回购体现了公司管理层对长期内在价值的信 心,回购注销可增厚公司每股收益,是市值管理的常见方式。 ...
确认了!胡剑涌已辞职
Zhong Guo Jing Ying Bao· 2025-07-31 07:55
财务出身的高玉玲,去年接替代慧忠,出任海信家电董事长,这是海信家电发展历史上首位女性董事长。她曾在海信并购欧洲品牌Gorenje的过程中发挥 作用。如今,高玉玲兼任海信家电总裁,将有利于提高公司的决策和执行效率。海信家电的主要竞争对手美的集团(000333.SZ)、海尔智家 (600690.SH)的董事长均兼任总裁。 7月30日晚,海信家电发布了家电行业首份半年报。2025年上半年,海信家电实现营收493.4亿元、归母净利润20.77亿元,分别同比增长1.44%和3.01%, 相比2024年同期的13.27%和34.61%增幅,今年上半年营收和净利增速均大幅下滑。 其中,第二季度海信家电业绩承压,营收为245亿元,同比下滑了2.6%,环比下滑了1.35%;归母净利润为9.49亿元,同比下滑了8.25%,环比下滑了 15.81%。 公告显示:上半年海信家电的暖通空调业务营收为237亿元,同比增长了4.07%,毛利率下滑了1.56%;冰洗业务为154亿元,同比增长4.76%,毛利率增长 2.12%;其他业务为66亿元,同比增长了12.48%。其中境内营收为253亿元,微跌0.31%;境外营收为205亿元,增长了1 ...
格力电器 荣获证券之星ESG新标杆企业奖并入选ESG投资价值榜
Sou Hu Cai Jing· 2025-07-31 05:42
近日,证券之星第三届ESG新标杆企业评选结果揭晓,格力电器凭借在环境、社会和治理(ESG)领域的卓越实践,荣获"ESG新标杆企业奖"并入选"ESG投资 价值榜"。该奖项是由证券之星联合妙盈科技等专业权威机构,在中国首席经济学家论坛等指导下设立的ESG领域权威奖项,旨在挖掘并表彰在环境(如低碳 减排、绿色供应链)、社会(如乡村振兴、公益慈善)及公司治理(如合规管理、风险防控)三大维度实现卓越实践,推动经济效能与社会责任深度融合的企业。 格力电器以科技创新作为发展的核心驱动力,始终坚持核心技术自主研发,秉持按需投入不设上限的原则。多年来,公司不断升级完善研发管理组织架构, 搭建了以国家级科研平台为依托的多层次、高水平研发平台体系,形成了"以企业为主体,以市场为导向,产学研相结合"的技术创新体系。 2024年,公司共有6项研发成果达到"国际领先"水平,其中"120°C+工业大容量高效高温离心式热泵"和"COP7.0+双级永磁变频螺杆冷水机组技术及应用"节 能效果显著,助力能源低碳发展和工业碳中和。 在绿色发展方面,格力电器积极应对气候变化,推动可持续发展。公司全球首创的"零碳源"光储空调系统为全球实现"双碳"目标提 ...
海信家电(000921):25Q2点评:空调业务承压,冰洗盈利改善
Huaan Securities· 2025-07-31 04:53
Investment Rating - The investment rating for Hisense Home Appliances is "Buy" (maintained) [9] Core Views - The company's Q2 revenue and profit have slowed down mainly due to pressure in the air conditioning business, while the profitability of the washing and refrigeration segment has improved significantly due to cost reduction and efficiency enhancements [11] - The company is expected to see a low single-digit decline in air conditioning sales in Q2, while the washing and refrigeration segment is projected to grow at a low single-digit rate [6][11] - The company has announced changes in its board of directors, which may lead to potential overseas growth opportunities [8] Financial Performance - Q2 revenue was 24.502 billion yuan, a year-on-year decrease of 2.6%, with a net profit attributable to shareholders of 949 million yuan, down 8.3% year-on-year [9] - For the first half of the year, revenue reached 49.34 billion yuan, an increase of 1.4% year-on-year, and net profit attributable to shareholders was 2.077 billion yuan, up 3.0% year-on-year [9] - The gross profit margin for Q2 was 21.55%, an increase of 1.1 percentage points year-on-year [10] Revenue Analysis - Domestic sales are expected to remain flat, while external sales are projected to grow by approximately 5% in Q2 [9] - The revenue growth ranking by product is expected to be washing and refrigeration > home air conditioning > central air conditioning [9] Profitability Analysis - The gross margin for the washing and refrigeration segment improved due to increased capacity utilization and structural improvements [10] - The net profit margin for Q2 was 3.9%, a decrease of 0.2 percentage points year-on-year, primarily impacted by the air conditioning business [10] Earnings Forecast - The company has adjusted its earnings forecast for 2025-2027, expecting revenues of 98.449 billion yuan, 104.069 billion yuan, and 109.518 billion yuan, with year-on-year growth rates of 6.1%, 5.7%, and 5.2% respectively [11] - The forecasted net profit attributable to shareholders for 2025-2027 is 3.561 billion yuan, 3.778 billion yuan, and 4.003 billion yuan, with year-on-year growth rates of 6.4%, 6.1%, and 5.9% respectively [11]