作 者丨张赛男 编 辑丨巫燕玲 刘雪莹 ETF放量、富时中国A5 0指数期货直线拉升、创业板指反弹！ 农业股持续大涨，北大荒等1 0余股涨停。大消费股震荡反弹，零售方向领涨，永辉超市等多股涨停。中字头、基建股一度冲高，中国中车接 近涨停。 港股走强，恒生指数涨1 . 5 8%，恒生科技指数涨3 . 5 7%。金山云、越疆、茶百道涨超1 0%，小米集团涨超5%。 4 月 8 日 早 盘 ， 中 证 5 0 0ETF （ 5 1 0 5 0 0 ） 成 交 超 6 3 亿 ， 南 方 中 证 1 0 0 0ETF （ 5 1 2 1 0 0 ） 、 华 夏 中 证 1 0 0 0ETF （ 1 5 9 8 4 5 ） 、 广 发 中 证 1 0 0 0ETF （5 6 0 0 1 0）、富国中证1 0 0 0ETF（1 5 9 6 2 9）成交超1 0亿元，均超昨日全天成交额。 | 159575 | 宽 创业板200ETF银华 | 1.021 | 0.033 | 3.34% | | --- | --- | --- | --- | --- | | 589630 | 宽 科创综指ETF国泰 | 0.841 | 0.0 ...

Core Viewpoint - Haier Smart Home's management plans to increase their shareholding in the company, reflecting confidence in its future development and long-term investment value [1]. Group 1: Shareholding Increase Plan - The board and senior management of Haier Smart Home intend to voluntarily increase their shareholding using personal funds, with a total planned investment between 20.85 million and 41.7 million yuan [1]. - The increase will be executed through the Shanghai Stock Exchange and Hong Kong Stock Exchange, with no specific price range set for the purchases [1]. - The implementation period for this shareholding increase is six months from the announcement date [1]. Group 2: Management Involved - The individuals involved in the shareholding increase include Chairman and President Li Huagang, Vice Presidents Gong Wei, Huang Xiaowu, Zhao Nafu, Wu Yong, Guan Jiangyong, Song Yujun, and Li Yang, as well as Board Secretary Liu Xiaomei [2][3]. Group 3: Market Context and Financial Performance - On April 7, Haier Smart Home's A and H shares experienced significant declines, with A shares hitting a 10% limit down and H shares dropping by 13.45% [4]. - Year-to-date, Haier Smart Home's A shares have decreased by 17.18%, while H shares have fallen by 27.93% [4]. - For the fiscal year 2024, Haier Smart Home reported a revenue of 285.981 billion yuan, a year-on-year increase of 4.29%, and a net profit of 18.74 billion yuan, up 12.92%, both reaching historical highs [4].

近日，美的集团（000333）2024年财报出炉，在营收和净利润层面均创下历史新高。持续增长的业绩背 后，美的集团在科技研发领域的投入和成果也颇具亮点。2024年，美的集团新增全球授权专利量超1.1 万件，其中发明专利授权量超5000件。报告期内，公司研发投入超160亿元，同比增幅超10%。 日前，美的工业技术事业群空压小转子产品研发负责人徐浩在接受证券时报记者采访时透露，由美芝 （GMCC）研发的全球领先的15槽10极变频旋转式压缩机在今年一季度已经正式进入量产阶段。 据介绍，今年一季度，美芝陆续参加了美国暖通制冷展、法兰克福ISH暖通卫浴展、中国家电及消费电 子博览会等全球展会，进一步拓展市场。据了解，美芝的压缩机产品订单排期处于饱和状态，在中东、 北美、拉美地区市占率持续攀升。 在静音方面，15槽10极变频旋转式压缩机采用电磁—声—力多场耦合仿真技术，整体噪音较前代降低3 分贝，高频段（2500—5000Hz）降噪达7分贝。在节能方面，该产品采用高效电机与高效泵体设计，较 12槽8极电机槽满率提升8%，能效可靠性大大提高。 在性价比方面，由于采用了15槽10级电机，使得整个电机的功率密度得到提升；同时槽 ...

Group 1 - The audit committee believes that the retrospective adjustment of financial statements related to the merger under common control complies with relevant regulations and accurately reflects the company's financial status and operating results [1][2][3] - The board of directors agrees that the retrospective adjustments are fair and do not harm the interests of the company and all shareholders [2][3] - The supervisory committee confirms that the decision-making process for the retrospective adjustments adheres to legal and regulatory requirements, ensuring no harm to the interests of shareholders, especially minority shareholders [3] Group 2 - The company plans to conduct forward foreign exchange transactions from July 1, 2025, to June 30, 2026, with a maximum transaction balance of $20.09 billion, primarily involving USD, AUD, and EUR [6][7][8] - The purpose of these transactions is to mitigate exchange rate risks associated with the company's growing overseas export business [7][8] - The company will utilize its own or self-raised funds for these foreign exchange transactions [9] Group 3 - The company has identified potential risks associated with the forward foreign exchange transactions, including market risk, receivables forecasting risk, bank default risk, operational risk, and legal risk [9][10][11] - To mitigate these risks, the company has established a comprehensive risk control framework, including strict adherence to operational procedures and the selection of reputable banks for transactions [12][13] Group 4 - The board of directors has approved the application for credit limits from various banks, totaling 8 billion RMB from Bank of Communications, 5 billion RMB from Ping An Bank, and additional amounts from other banks, all with a one-year term [19][20][21][22][23] - The credit facilities are intended to support the company's operational funding needs and enhance its sustainable development capabilities [23] Group 5 - The company has decided to implement a bill pool business to improve the efficiency of its liquid assets and reduce the capital occupied by receivables [26][27][28] - The bill pool business will involve applying for special credit limits from banks, allowing for centralized management of commercial bills [27][29] - The company aims to maximize shareholder value through efficient management of its receivables and cash flow [28][36]

Core Viewpoint - Haier Smart Home Co., Ltd. has announced a share repurchase plan for part of its A-shares, with a total repurchase amount not exceeding RMB 2 billion and not less than RMB 1 billion, aimed at implementing an employee stock ownership plan [2][3][4] Summary by Sections 1. Repurchase Plan Approval and Implementation - The board of directors approved the share repurchase plan on March 27, 2025, and the announcement was disclosed on March 28, 2025 [2][3] - The repurchase will be conducted within a 12-month period from the board's approval date [4][5] 2. Main Content of the Repurchase Plan - The repurchase amount is set between RMB 1 billion and RMB 2 billion, with a maximum repurchase price of RMB 40 per share [2][3] - The estimated number of shares to be repurchased is up to 50 million shares, based on the maximum repurchase amount and price [3][4] - The repurchased shares will be used for the employee stock ownership plan, and any unused shares after 36 months will be canceled [4][9] 3. Funding Sources - The funding for the repurchase will come from the company's own funds and/or self-raised funds, including special loans for stock repurchase [3][5] 4. Impact on Share Structure - The repurchase is expected to reduce the proportion of circulating shares, with the maximum repurchase potentially affecting the total share capital by approximately 0.53% [6][7] - The repurchase will not change the company's control and will maintain its listing status [7][9] 5. Risk Factors - The plan may face risks such as the stock price exceeding the repurchase price limit, which could hinder or partially implement the repurchase [10][11] - The company will adjust the repurchase terms according to regulatory changes during the implementation period [11] 6. Disclosure and Compliance - The company will fulfill its information disclosure obligations regarding the progress of the repurchase in accordance with relevant laws and regulations [12]

周五下班买的鲜肉放冰箱冷藏，周天就发黏了！一开洗衣机筒门被异味熏得眼前一黑，衣服又忘晒了！每次指挥空调都得精确到多少度、什么风，还不如自己动手……每一个痛在用户心上的生活难 4月2日，海尔智家第八届全球研发创新大奖颁奖大会在青岛举行。现场，千余海尔研发人获得了嘉奖。其实，每一个获奖项目都是源自用户的创新成果，所以每一项荣誉也都属于用户。这场面向 始终为用户研发，全球创新引领是底气 本着始终为用户研发的初心，海尔智家打造了全球引领的10+N开放创新体系。这使其能快速集中全球顶尖研发资源，针对每一个用户需求攻坚克难。 深化全球协同，成为全球用户信赖的海尔。欧洲用户对节能格外敏感，由中国、澳洲、欧洲、美国的研发中心协同创新的X11系列洗衣机，比欧标A级能效还节能60%。日本用户希望冰箱既占地小 替用户嘉奖，深度研发只为用户满意 与其说这是一场科技盛会，不如说这是全球用户选出来的爆品大赏。因为每一项创新成果，都旨在为用户解决难题。 创新从用户需求中来，爆款是最佳回馈。拿获得"金创奖"的和悦冰箱来说，以原创磁控保鲜科技破解了鲜肉冷藏易变质、冷冻又会影响口感的难题，让保鲜作用到食材分子运动层面，实现冷鲜肉 创新深入生活方 ...

Core Viewpoint - Midea Group's Building Technology division has launched the world's first fully AI-enabled water machine "Lighthouse Factory," highlighting its leadership in smart manufacturing and its role in advancing global Industry 4.0 [1] Group 1: AI and Smart Manufacturing - The new water machine factory integrates AI technology throughout the entire process from R&D to manufacturing and after-sales service, distinguishing it from other "Lighthouse Factories" [1] - Midea's Building Technology has invested significantly in technology innovation since its establishment in 2004, leading to breakthroughs in industry technology barriers [1] Group 2: Product Development and Market Position - Midea's magnetic levitation variable frequency centrifugal chiller, launched in 2006, pioneered domestic variable frequency chiller technology and has a broad market potential due to its energy efficiency and effectiveness [1] - The sales of magnetic levitation chillers have increased several times in recent years, positioning the company as the number one in China and among the top two globally [2] Group 3: Synergy with Midea Group - The collaboration with Midea Group's Central Research Institute enhances product and technology development, allowing for better market insight and competitive advantage [2] - The establishment of the "Lighthouse Factory" has improved production efficiency, with 80% of water machine products being customized [3] - Midea Group's strong sales resources significantly support the sales of water machine products [3]

注： 该账户为公司H股股东的集合账户，系中国香港登记机构根据当地市场惯例及其技术设置合并后向 公司提供的原始数据，不代表最终持股人。 二、公司前十大无限售条件股东持股情况 海尔智家股份有限公司 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。 海尔智家股份有限公司（以下简称"公司"）于2025年3月27日召开第十一届董事会第十三次会议，审议 通过了《海尔智家股份有限公司关于回购部分A股社会公众股份方案的议案》，并于2025年3月28日在 上海证券交易所（www.sse.com.cn）披露了《海尔智家股份有限公司关于回购部分A股社会公众股份方 案的公告》（公告编号：临2025-019）。 根据《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关规定，现将公司第十一届董 事会第十三次会议决议公告的前一个交易日（即2025年3月27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、持股数量和持股比例情况公告如下： 一、公司前十大股东持股情况 ■ 股票简称： ...

Group 1 - Lenovo Group's fiscal year 2025/26 is projected to be one of its best years, with a 21% year-on-year revenue growth and a 70% increase in net profit for the first three quarters [1] - In the third fiscal quarter of 2024/2025, Lenovo reported revenue of 135.1 billion yuan, a 20% year-on-year increase, and a net profit of 4.98 billion yuan, up 106% [4] - Lenovo Holdings reported a revenue of 512.81 billion yuan for 2024, an 18% year-on-year growth, but the net profit was only 7.683 billion yuan, despite a significant year-on-year increase of 1119.52% [4] Group 2 - Lenovo's profitability is notably lower compared to internet giants like Tencent and Alibaba, and even when compared to Xiaomi, which had a revenue of 365.9 billion yuan and a profit of 27.2 billion yuan despite losses in its automotive sector [4] - When compared to home appliance companies, Lenovo's earning capacity is also weak; Midea achieved a revenue of 318.98 billion yuan with a net profit of 31.699 billion yuan, while Gree and Haier also reported higher profits relative to their revenues [5]

"中国民营企业500强"3家 "2024重庆民营企业100强"13家 上市企业数量与市值连续多年稳居全市首位 …… 3月31日 《重庆日报》头版 "加快打造民营经济发展高地"专栏 以"江北为啥有这么多'大块头'民营企业"为题 聚焦江北持续优化营商环境 △大会为重庆海尔空调器有限公司、重庆智飞生物制品股份有限公司等15家区优秀民营企业授牌 降低企业在生产经营中的制度性成本 出台支持企业发展的"政策包" 促进民营企业"做大做强" "块头"越长越大 全文如下 ↓↓↓ 查看详情↑ 记者从3月25日召开的江北区民营经济高质量发展大会上获悉，目前，该区已有3家企业跻身"中国民营企业500强"、13家企业上榜"2024重庆民营企业100 强"。 这两个数据，均为全市第一。与此同时，该区上市企业数量与市值连续多年稳居全市首位。 案例说话 营商环境这样促进民营企业"做大做强" "大块头"民营企业"扎堆"集聚，有力推动江北区民营经济高质量发展——数据显示，2024年江北区民营经济实现增加值979亿元，同比增长13.3%，占全区 GDP比重的51%。 江北为啥有这么多"大块头"民营企业？这主要得力于该区多年来对营商环境的持续优化： ...