9月2日格力电器大宗交易一览 | 买方 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 营业 | 卖方营业部 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 溢价（%） | （万股） | （万元） | （元） | 部 | | | | | 机构 | 中国中金财富证券有限公司深圳分公司 | 11.53 | 478.81 | 41.52 | 0.00 | 专用 | | | 机构 | 国泰海通证券股份有限公司深圳深南大 | 6.78 | 281.48 | 41.52 | 0.00 | 专用 | 道京基一百证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 格力电器9月2日大宗交易平台共发生2笔成交，合计成交量18.31万股，成交金额760.29万元。成交价格 均为41.52元。从参与大宗交易营业部来看，机构专用席位共出现在2笔成交的买方或卖方营业部中，合 计成交金额为760.29万元，净买入760.29万元。 证券时报·数据宝统计显示，格力电器今日收盘价为41.52元，上涨0.27%，日 ...

Core Viewpoint - Securities firms have provided "buy" ratings for nearly 200 A-share listed companies, focusing on industries such as jewelry, automotive, liquor, agriculture, home appliances, food and beverage, fertilizers, and photovoltaic equipment on September 2 [1] Group 1: Company Ratings and Reports - Chao Yun County received 13 reports from various securities firms, ranking first in the list of recommended stocks on September 2 [2] - BYD was the second most recommended stock, receiving 11 reports from multiple securities firms [3] - Shanxi Fenjiu also garnered attention with 11 reports from different firms, indicating strong interest from analysts [3][4] Group 2: Financial Projections - Chao Yun County's projected net profits for 2025-2027 are 474 million, 575 million, and 694 million yuan, with a maintained "buy" rating [3] - BYD's projected net profits for 2025-2027 are 450 billion, 589 billion, and 710 billion yuan, with a target price of 161 yuan and a maintained "buy" rating [3] - Shanxi Fenjiu is noted for its strong brand and product capabilities, with a clear growth path despite economic pressures [4]

Core Viewpoint - Guangdong Vanward New Electric Co., Ltd. aims to become a global leader in comprehensive solutions for heating and hot water, transitioning towards a world-class new energy technology company, as stated by Chairman Lu Yucai [1] Group 1: Strategic Vision and Goals - The company is committed to focusing on the heating and hot water sector, with a strategic vision to integrate and lead in this field while transforming into an energy management company [1] - Vanward has introduced a new "1211" industrial strategy, which signifies an upgrade from the previous "121" strategy, outlining a clear path for implementation [2][3] Group 2: Industrial Strategy Components - The "1211" strategy consists of "one body" (upgrading the main business from gas appliances to a multi-energy layout for heating and hot water), "two wings" (strengthening kitchen and bathroom appliances while developing water purification), "one engine" (enhancing research and manufacturing capabilities for heat pumps), and "one base" (adding industrial technology as a new development base) [3] - The core of this strategic upgrade is to transition from a global gas appliance leader to a comprehensive solution provider for heating and hot water [3] Group 3: Internationalization and Operational Upgrades - Internationalization is viewed as a key future direction for Vanward, with a significant upgrade to its strategic operational system to support global operations [4] - The new operational framework includes a "four-wheel drive" system to facilitate the implementation of its globalization strategy, incorporating product-driven, efficiency growth, digital upgrades, and global operations [4] Group 4: Product Innovations - The company has launched a series of innovative products in collaboration with the China Aerospace Aerodynamics Research Institute, focusing on heating and hot water solutions [5] - New products include advanced gas water heaters and heat pumps that address long-standing industry technical challenges, showcasing Vanward's commitment to innovation and performance enhancement [5]

美的集团（000333）(00300)再涨超3%，截至发稿，涨3.34%，报86.7港元，成交额4.84亿港元。 消息面上，美的集团近日发布2025年中期业绩，该集团取得收入2523.31亿元，同比增加15.68%；归属 于公司拥有人的利润260.14亿元，同比增加25.04%。单看第二季度，该公司今年二季度实现收入1239亿 元，同比增加11.0%；归母净利润135.9亿元，同比增加15.1%。值得一提的是，公司上市以来首次中期 分红，拟每10股派现金5元(含税)。国信证券表示，二季度公司在面临外销关税扰动、内销价格竞争加 剧的背景下，营收利润延续双位数以上增长，彰显行业龙头的经营韧性。 ...

奥克斯面临的不仅是一场市场之争，更是一场模式之争。 近日，格力忙着打假"小米7月空调线上销量超格力"的问题，被董明珠忌惮10年的奥克斯终于在今天圆梦港股。 昨日晚间，奥克斯电气披露港交所上市发行情况。奥克斯电气本次发行股份2.38亿股，超额发售3107.4万股，发行价17.42港元/股，获557.2倍 认购，募集资金41.5亿港元。奥克斯今日开盘价16.10港元，截至发稿，报16.64港元/股，市值264.28亿港元。 但奥克斯的困境，并不能简单地归为格力的缠斗，更多是自身战略失误。传统巨头纷纷补足性价比与渠道的短板，小米依托生态与流量强势进攻，唯有奥 克斯困在低价的舒适区。 上市能否助奥克斯扭转局面，关键在于战略突围。 "价格屠夫"造就宁波家电大王 奥克斯的创始人郑坚江，1961年出生于浙江宁波一个贫困家庭，其创业带着鲜明的草根印记。初中辍学后做汽车修理工，25岁时贷款2000元承包经营困难 的一家钟表零件厂，最终逆风翻盘，积累了第一桶金。 到了九十年代，郑坚江把目光投向空调市场。随着经济的发展，人们对家电的需求越来越高。但空调价格昂贵，进口的松下、三菱等空调动辄数千乃至上 万元，国产空调也不遑多让，空调装 ...

消息面上，美的集团近日发布2025年中期业绩，该集团取得收入2523.31亿元，同比增加15.68%；归属 于公司拥有人的利润260.14亿元，同比增加25.04%。单看第二季度，该公司今年二季度实现收入1239亿 元，同比增加11.0%；归母净利润135.9亿元，同比增加15.1%。值得一提的是，公司上市以来首次中期 分红，拟每10股派现金5元（含税）。国信证券表示，二季度公司在面临外销关税扰动、内销价格竞争 加剧的背景下，营收利润延续双位数以上增长，彰显行业龙头的经营韧性。 美的集团(00300)再涨超3%，截至发稿，涨3.34%，报86.7港元，成交额4.84亿港元。 来源：智通财经网 ...

Investment Rating - The report maintains a "Buy" rating for TCL Smart Home (002668) with a target price based on the last closing price of 10.68 [1][6]. Core Insights - TCL Smart Home reported a stable operation in Q2 2025, with significant overseas brand performance, achieving a revenue of 94.76 billion yuan in H1 2025, a year-on-year increase of 5.47%, and a net profit of 6.38 billion yuan, up 14.15% [3][4]. Summary by Sections Financial Performance - In H1 2025, TCL Smart Home's revenue was 94.76 billion yuan (+5.47%), with a net profit of 6.38 billion yuan (+14.15%) and a non-recurring net profit of 6.23 billion yuan (+11.51%). In Q2 2025, revenue was 48.77 billion yuan (+2.36%), net profit was 3.37 billion yuan (+0.78%), and non-recurring net profit was 3.29 billion yuan (-1.76%) [3][4]. Product and Market Performance - The overseas self-owned brand revenue increased by 66% year-on-year in H1 2025. Revenue from refrigerators and washing machines was 80.47 billion yuan and 13.61 billion yuan, respectively, with year-on-year growth of 5.71% and 5.98%. The external sales growth outperformed the industry average [4][5]. Profitability and Cost Management - In Q2 2025, the gross margin was 24.20% (-1.15 percentage points), influenced by intensified industry competition and exchange rate fluctuations. However, product structure optimization contributed positively to the gross margin [5][6]. Future Outlook - The company is positioned as a leader in the refrigeration sector, with ongoing capacity expansion and plans for new production bases. The forecasted net profits for 2025-2027 are 11.58 billion yuan, 12.85 billion yuan, and 13.79 billion yuan, respectively, with corresponding EPS of 1.07, 1.19, and 1.27 yuan [6][7].

关键信息 回购资金：2.5-5.0亿元 回购期限：2025年6月26日至2026年6月25日 回购价格上限：13.95元/股（因权益分派调整） 回购用途：员工持股计划或股权激励 四川长虹股份回购进展公告要点解读 回购方案概况 最新回购进展 公司已获得邮储银行绵阳分行股票回购专项贷款承诺 回购进展符合相关法规要求 将根据市场情况择机实施后续回购 首次实施时间：2025年8月1日 累计回购股数：20.63万股 占总股本比例：0.0045% 实际回购价格：9.69元/股 已支付资金：199.90万元（不含交易费用） ...

从制度视角看，这一任命并非"惯常轮岗"，而是管理体制的重要突破。王建国的"执行总裁"头衔并非虚 职，在美的集团历史上亦属首次出现于官方文件。美的过往治理架构强调事业部独立与高效率横向协 同，集团中后台极度集中化，由董事长方洪波亲自统领，自2012年黄建短暂的就任过一年总裁岗位之 后，自此一直处于多位副总裁并行，但未设立总裁的局面。此次设立执行总裁，并由集团副总裁王建国 出任，意味着方洪波对于核心经营事务的"直接亲理"模式，正出现制度性松动。 而王建国并非"新面孔"。资料显示，其自1999年加入美的，历任家用空调事业部供应链管理部总监、行 政与人力资源部总监、冰箱事业部总经理，现任公司执行董事、副总裁、智能家居事业群总裁及广东美 的制冷设备有限公司董事长。在美的体系内，王建国几乎完成了"从人事到产品、从制造到销售"的全流 程历练。其2024年年报披露的税前年薪达1161万元，位列公司高管薪酬第四，高于若干事业部负责人和 财务条线，亦早已具备总裁级别的实权地位。 值得注意的是，王建国自从2017年开始担任公司副总裁，到2024年，八年时间累计获得报酬超过5000万 元。王建国未持有公司股票。 炒股就看金麒麟分析师 ...

美的集团（000333）(00300)发布公告，于2025年9月1日斥资5999.7万元回购81.09万股A股。 ...