时尚，从不局限于T台的光影与华丽。它融入日常，是清晨的第一杯咖啡，是浴室水雾中的自我疗愈， 也是夜晚荧幕前与山海共鸣的精神漫游。这届年轻人正以自在而笃定的姿态，将生活过成一场无需旁白 的高级秀场。 9月14日，《新声浪》卡萨帝专场正式开播。本期节目以"家的⾼定秀场"概念切⼊，五位风格迥异的新 生代选手，分别走进客厅、浴室、吧台、洗衣房与厨房，将时尚表达与AI科技深度融合，借由创意才 艺与真实故事，生动演绎卡萨帝揽光系列如何智慧融入生活场景、点亮日常仪式感。 整场比赛不仅是一场视听盛宴，更是一场关于"家的艺术"的沉浸叙事。本场评委延续强劲阵容：卡萨帝 营销部长左璇、资深时尚媒体人晓雪与凤凰卫视主持人万俊联袂坐镇。 他们分别从品牌理念、时尚美学与大众传播的维度出发，为选手表现提供了多层次的犀利点评与深度解 读。在他们的专业审视下，这场比赛不仅呈现了年轻一代的创意才华，更成为新一代用户与高端品牌之 间价值观的深度对话与共鸣。 01 生活的高级感，家是栖息地也是艺术馆 郝一诺曾是一名登山爱好者，他的相册里装满了雪岭与日出。但都市的夜晚，却常让他感到沉闷与束 缚。直到在生活场景的演绎中，他让客厅完成了一场魔幻蜕变 —— ...

Core Viewpoint - Haier Smart Home experienced a decline of 2.73% on September 18, with a trading volume of 1.465 billion yuan and a market capitalization of 244.425 billion yuan [1] Company Overview - Haier Group, founded in 1984, has expanded from producing refrigerators to a wide range of sectors including home appliances, IT digital products, logistics, finance, real estate, and biopharmaceuticals, becoming a global leader in providing quality life solutions [2] - The company holds a 10.2% share of the global retail volume in 2014, maintaining its position as the world's largest home appliance brand for six consecutive years [2] Shareholder Structure - Among the top ten circulating shareholders, Central Huijin Asset Management and China Securities Finance Corporation are included [3] - Haier Group's subsidiary, Haier Wireless, focuses on wireless charging and has participated in setting national industry standards for electromagnetic compatibility and radiation [3] Business Operations - The main business of the company includes the research, production, and sales of home appliances such as refrigerators, kitchen appliances, air conditioners, washing machines, and smart home solutions [3][7] - The revenue composition of Haier Smart Home includes: refrigerators 27.17%, air conditioners 20.94%, washing machines 20.22%, kitchen appliances 13.10%, equipment and channel services 11.97%, water appliances 6.11%, and others 0.48% [7] Financial Performance - For the first half of 2025, Haier Smart Home achieved a revenue of 156.494 billion yuan, representing a year-on-year growth of 15.39%, and a net profit attributable to shareholders of 12.033 billion yuan, up 15.48% year-on-year [7] - The company has distributed a total of 46.155 billion yuan in dividends since its A-share listing, with 21.766 billion yuan distributed in the last three years [8] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder with 450 million shares, a decrease of 131 million shares from the previous period [9] - Huaxia SSE 50 ETF and Huatai-PineBridge CSI 300 ETF are also among the top ten circulating shareholders, with respective holdings of 73.637 million shares and 66.918 million shares [9]

低价股排名 | 代码 | 简称 | 最新收盘价（元） | 日涨跌幅（%） | 日换手率（%） | 市净率（倍） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 000851 | *ST高鸿 | 0.51 | -5.56 | 0.33 | 1.33 | 通信 | | 300280 | 紫天退 | 0.53 | -5.36 | 16.05 | 0.07 | 传媒 | | 600200 | *ST苏吴 | 0.95 | 2.15 | 4.14 | 0.38 | 医药生物 | | 000656 | *ST金科 | 1.43 | 1.42 | 1.74 | | 房地产 | | 000627 | *ST天茂 | 1.58 | | | 0.36 | 非银金融 | | 601005 | 重庆钢铁 | 1.58 | 0.64 | 4.77 | 0.85 | 钢铁 | | 600022 | 山东钢铁 | 1.60 | 0.63 | 2.29 | 0.91 | 钢铁 | | 002496 | *ST辉丰 | 1.64 | -1.80 | 2.37 | 1.85 | 基础化工 ...

Wind统计显示，9月17日，申万31个一级行业中有22个行业获融资净买入，其中，非银金融行业获融资 净买入额居首，当日净买入31.02亿元；获融资净买入居前的行业还有电力设备、电子、机械设备、汽 车、家用电器、计算机等，净买入金额均超6亿元。 个股方面，9月17日有1847只个股获融资净买入，净买入金额在5000万元以上的有125股。其中，15股获 融资净买入额超2亿元。宁德时代获融资净买入额居首，净买入13.42亿元；融资净买入金额居前的还有 中芯国际、中信证券、东方财富、上海建工、协创数据、美的集团等股。 ...

深圳证券交易所上市公司2025年上半年"成绩单"近期出炉，展现出较强发展韧性。截至2025年8月31 日，共有2873家深市上市公司如期披露2025年半年度报告。数据显示，深市公司营收净利双增长，业绩 稳中向好态势明显，龙头公司表现亮眼，引领作用显著，研发投入持续加大，战略性新兴产业公司增势 强劲，新的动能持续累积。 整体来看，深市公司2025年上半年实现营业收入合计10.24万亿元，同比增长3.64%，其中第二季度实现 营业收入合计5.36万亿元，环比增长9.78%。深市公司2025年上半年实现归属于母公司股东的净利润 5954.56亿元，同比增长8.88%，近八成公司实现盈利，超过五成公司实现净利润同比增长，超过两成公 司盈利同比增长超50%。 主板公司中创新蓝筹发挥"市场稳定器"作用。已披露半年报的1489家深市主板公司合计实现营业收入 8.19万亿元，平均实现营业收入54.99亿元，共计801家公司营业收入同比增长，占比53.8%，822家公司 净利润同比增长，占比55.2%，其中92家公司实现扭亏为盈；571家公司实现营收净利双增长，占比 38.35%。 龙头公司业绩表现亮眼。截至8月29日收盘，深 ...

9月17日，A股市场整体上涨。 截至收盘，上证指数收报3876.34点，上涨0.37%，深证成指收报13215.46点，上涨1.16%，创业板指收报3147.35点，上涨1.95%，北证50指数下跌0.6%。A 股市场合计成交24031.86亿元，较上一交易日增加358.82亿元。 A股市场全天主力资金净流出328.39亿元 今日A股市场主力资金开盘净流出128.05亿元，尾盘净流出39.9亿元，A股市场全天主力资金净流出328.39亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | | 尾盘净流入 超大单净买入 | | 2025-9-17 | -328. 39 | -128. 05 | -39.90 | -150. 90 | | 2025-9-16 | -165.54 | -44. 85 | 4. 60 | -5. 75 | | 2025-9-15 | -340. 54 | -113. 30 | -57.04 | -189. 15 | | 2025-9-12 | -372.78 ...

9月17日，A股市场整体上涨。 申万一级行业中，12个行业实现资金净流入，其中电子行业净流入75.64亿元居首。 | | | 今日资金净流入前五大行业 | | | --- | --- | --- | --- | | 行业 | 涨跌幅 | 净流入资金 (亿元) | 资金流入较多个股 | | 申子 | 1. 36% | 75. 64 | 中芯国际 | | 电力设备 | 1.01% | 61. 81 | 宁德时代 | | 非银金融 | 1. 45% | 33. 16 | 东方财富 | | 煤炭 | 0. 94% | 22. 91 | 潞安环能 | | 家用电器 | 1.13% | 15. 44 | 三花智控 | 截至收盘，上证指数收报3876.34点，上涨0.37%，深证成指收报13215.46点，上涨1.16%，创业板指收报3147.35点，上涨1.95%，北证50指数下跌0.6%。A 股市场合计成交24031.86亿元，较上一交易日增加358.82亿元。 A股市场全天主力资金净流出328.39亿元 今日A股市场主力资金开盘净流出128.05亿元，尾盘净流出39.9亿元，A股市场全天主力资金净流出328.39亿元 ...

9月17日，A股市场整体上涨。 截至收盘，上证指数收报3876.34点，上涨0.37%，深证成指收报13215.46点，上涨1.16%，创业板指收报3147.35点，上涨1.95%，北证50指数下跌 0.6%。A股市场合计成交24031.86亿元，较上一交易日增加358.82亿元。 1. A股市场全天主力资金净流出328.39亿元 今日A股市场主力资金开盘净流出128.05亿元，尾盘净流出39.9亿元，A股市场全天主力资金净流出328.39亿元。 | | | 今日资金净流出前五大行业 | | | --- | --- | --- | --- | | 行业 | 涨跌幅 | 净流入资金 (亿元) | 资金流出较多个股 | | 医药生物 | -0. 52% | -101. 67 | 昭衍新药 | | 基础化工 | 0. 03% | -40. 36 | 凯美特气 | | 食品饮料 | -1.01% | -37.55 | 酒鬼酒 | | 商贸零售 | -0.92% | -37.19 | 步步高 | | 社会服务 | -0. 82% | -36. 05 | 云南旅游 | 4.比亚迪主力资金净流入12.99亿元居首 | | ...

Market Overview - The Shanghai Composite Index rose by 0.37% on September 17, with 20 industries experiencing gains, led by the power equipment and automotive sectors, which increased by 2.55% and 2.05% respectively [1] - The household appliances industry ranked third in terms of daily gains, with a rise of 1.64% [2] - A total of 26 industries saw net outflows of capital, with the non-bank financial sector leading the outflows at 52.29 billion yuan [1] Capital Flow Analysis - The power equipment industry had the highest net inflow of capital, totaling 1.835 billion yuan, while the automotive sector followed with an inflow of 1.142 billion yuan [1] - In the household appliances sector, there was a net outflow of 1.094 billion yuan, with 58 out of 94 stocks rising, including two hitting the daily limit [2] - Notable stocks with significant net inflows in the household appliances sector included Sichuan Changhong with 237 million yuan, Haier Smart Home with 164 million yuan, and Fuhua Co. with 107 million yuan [2] Individual Stock Performance - Major stocks in the household appliances sector that experienced net outflows included Sanhua Intelligent Control with a net outflow of 999 million yuan, Midea Group with 355 million yuan, and Hanyu Group with 76 million yuan [2] - The top gainers in the household appliances sector included Zhejiang Meida with a 10.04% increase and Fuhua Co. with a 10.01% increase [5] - Other notable performers included Gree Electric with a 0.72% increase and Hisense Visual with a 6.59% increase [5]

证券研究报告 | 策略点评 2025 年 09 月 17 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20250917 今日关注 指数涨跌情况：今日 A 股主要宽基指数多数收涨。截止收盘，沪指涨 0.37%， 收报 3876.34 点；深证成指涨 1.16%，收报 13215.46 点；创业板指涨 1.95%， 收报 3147.35 点；科创 50 涨 0.91%，收报 1370.43 点。总体上全天个股涨跌 各半，Wind 数据显示，全市场 2504 只个股上涨，2754 只个股下跌，168 只个 股收平。沪深两市今日成交额合计 23767 亿元，较上个交易日放量 353 亿元。 行业涨跌情况：今日申万一级行业涨多跌少，电力设备、汽车、家用电器、 煤炭和综合行业领涨，涨幅分别为 2.55%、2.05%、1.64%、1.62%、1.38%；农 林牧渔、商贸零售、社会服务、食品饮料和纺织服饰行业领跌，跌幅分别为 1.02%、0.98%、0.86%、0.50%、0.41%。 板块涨跌情况：今日涨幅居前概念板块 ...