8月21日，白电上市公司长虹美菱发布2025年半年度报告，上半年长虹美菱的经营业绩呈现增收不增利的态势，该 公司收入180.72亿元，同比增长20.8%，不过净利润4.17亿元，同比增长0.26%。更让人在意的是，长虹美菱今年 上半年扣非净利润同比下滑9.81%，为3.9亿元，而且现金流量净额更是大幅下滑超过50%。 长虹美菱称，于2025年8月19日召开会议审议通过相关议案，为真实准确反映财务状况等，对可能发生资产减值损 失的相关资产进行处置及计提减值准备，2025年1-6月资产报废处置及计提的各项资产减值准备金额合计为1.3亿 元，将减少公司2025年半年度合并利润总额1.3亿元。 财报显示，长虹美菱的盈利能力有所下滑。净利率由2024年上半年的2.84%下滑至2.38%，下降了0.47个百分点； 毛利率从11.28%下滑至10.44%，下降了0.83个百分点；净资产收益率为6.63%，同比下降了0.25个百分点。 虽然长虹美菱的家用电器制造板块营收同比增长20.79%，但增收不增利的情况仍然存在。南都湾财社记者注意 到，如占据家用电器制造第二、第四多营收的冰箱/冰柜业务，和小家电及厨卫业务均出现不同程度 ...

Core Insights - Changhong Meiling reported a total revenue of 18.072 billion yuan for the first half of 2025, representing a year-on-year increase of 20.80% [1] - The net profit attributable to shareholders was 417 million yuan, showing a slight increase of 0.26% year-on-year, while the net profit after deducting non-recurring items decreased by 9.81% to 391 million yuan [1] Revenue Breakdown - The majority of the company's revenue, 17.934 billion yuan, came from home appliance manufacturing, accounting for 99.24% of total revenue [2] - Air conditioning was the largest revenue contributor, generating approximately 11.575 billion yuan, which is 64.05% of total revenue and a year-on-year growth of 36.18% [2] - Refrigerator and freezer sales amounted to about 4.545 billion yuan, a decline of 4.17% year-on-year [1][2] - Washing machines generated revenue of approximately 1.040 billion yuan, reflecting a year-on-year increase of 32.70% [1][2] - Small appliances and kitchen products brought in around 698 million yuan, down 6.14% year-on-year [1][2] - The biomedical segment achieved revenue of about 149 million yuan, up 3.89% year-on-year [1] Regional Performance - Domestic market revenue reached 11.704 billion yuan, a year-on-year increase of 15.40%, representing 64.77% of total revenue [1][2] - The overseas market generated 6.367 billion yuan, marking a significant year-on-year growth of 32.17%, accounting for 35.23% of total revenue [1]

2025年1至6月份，长虹美菱的营业收入构成为：家用电器制造占比99.24%，其他业务占比0.76%。 （文章来源：每日经济新闻） 长虹美菱（SZ 000521，收盘价：7.67元）8月20日晚间发布公告称，2025年1-6月公司对资产报废处置及 计提的各项资产减值准备金额合计约1.35亿元，占2024年度经审计归属于上市公司股东的净利润绝对值 的比例为19.34%。本半年度资产处置净损失金额约为171万元，计提资产减值准备金额约为6548万元， 计提信用减值准备金额约为6803万元，以上合计将减少公司2025年半年度合并利润总额约1.35亿元。 ...

1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 公司代码：600983 公司简称：惠而浦 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到http://www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 单位: 股 无 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 □适用 √不适用 第三节 重要事项 公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告期内发生的对公司经营情 况有重大影响和预计未来会有重大影响的事项 □适用 √不适用 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 □适用 √不适用 2.6在半年度报告批准报出日存 ...

生产保持总体稳定。上半年，规模以上轻工业增加值同比增长7%，延续去年四季度以来回升向好的发 展态势。得益于消费品以旧换新政策，部分轻工行业生产实现较快增长，助动车、电池制造业增加值继 续保持两位数增长，家用电器制造业增加值同比增长7.1%。 市场规模稳步扩大。上半年，国内消费需求不断释放，市场活力逐步增强，轻工11类商品零售额43199 亿元，同比增长11.6%。轻工商品零售对社会消费品零售总额增长的贡献率为38.6%，拉动社会消费品 零售总额增长1.93个百分点。 随着消费品以旧换新政策加力扩围，相关商品消费潜力不断释放，政策效应持续显现。上半年，家用电 器和音像器材类商品零售额增长30.7%，自上年9月份以来持续保持两位数增长。家具类商品零售额同 比增长22.9%，增速比上年全年高近20个百分点。 本报北京8月11日电 （记者韩鑫）中国轻工业联合会近日公布数据显示：上半年，规模以上轻工企业实 现营业收入11.3万亿元，同比增长4.3%；实现利润6496.5亿元，同比增长0.7%。 "今年以来，消费品以旧换新政策加力扩围，政策效应持续显现，轻工业继续保持韧性，经济运行延续 稳中有进态势。"中国轻工业联合会会 ...

Core Viewpoint - Haier Smart Home (600690)(06690) announced a share buyback plan, intending to repurchase 150,000 A-shares at a cost of approximately 3.781 million yuan on August 8, 2025 [1] Summary by Category - **Company Actions** - The company plans to spend about 3.781 million yuan to buy back 150,000 A-shares [1] - **Financial Implications** - The buyback reflects the company's strategy to enhance shareholder value and may indicate confidence in its financial health [1]

Core Viewpoint - The event "Haier Brothers Take You to Yunnan" aims to blend technology, brand philosophy, and the natural culture of Yunnan to create a new vision of a beautiful life [4]. Group 1: Event Overview - The series of activities kicked off on August 8 in Kunming, featuring themes of "exchanging old for new" and "a lifestyle called Yunnan" [3]. - The event showcases Yunnan's natural beauty and cultural richness while promoting a relaxed lifestyle through various interactive experiences [3][4]. Group 2: Activities and Engagement - The event includes diverse activities such as a costume challenge, a wheat wave market, and DIY plant dyeing, highlighting Yunnan's multifaceted charm [4]. - Culinary experiences are a highlight, featuring a mushroom class that educates participants on identifying edible mushrooms using AI technology developed by Haier [6]. Group 3: Community Involvement - The event encourages community participation with a stamp collection game, where attendees can win prizes like Haier Brothers-themed watches and toys [6]. - Future activities are planned to extend across Yunnan, fostering a connection between nature, culture, and technology [6].

转自：新华财经 "打雷要下雨，雷欧" "什么？" "下雨要打伞，雷欧" "这我也知道" …… 伴着熟悉的旋律，海尔兄弟这个暑期来云南啦。 8月8日，"海尔兄弟"将在昆明公园1903云湖广场，带领大家开启一场别开生面的"寻鲜"之旅，沉浸式体 验"有一种叫云南的生活"的独特韵味。 在这场融合科技质感、文化底蕴与自然之美的"夏日奇遇"，精心打造"麦浪创意集市""野生菌小课 堂""傣舞跟学""幸运抽奖"四大特色体验专区。 在这里，您既能触摸智能科技的前沿脉动，也能沉醉于云南在地文化的深厚底蕴；既能亲身体验海尔产 品的匠心品质，也能在人文互动中收获温暖与欢乐。 从科技赋能生活到文化浸润心灵，这场奇幻之旅将为您勾勒出一幅立体鲜活的云南新图景，更让"海尔 兄弟"与"真诚到永远"的品牌承诺，在七彩云南的夏日里绽放别样光彩。（胡今风） 编辑：赵鼎 ...

Core Viewpoint - The legal opinion from Beijing Zhonglun Law Firm confirms that Haier Smart Home Co., Ltd.'s differentiated dividend distribution plan for 2024 complies with relevant laws and regulations, ensuring no harm to the interests of the company and its shareholders [8]. Group 1: Differentiated Dividend Distribution - The differentiated dividend distribution is based on the company's 2024 profit distribution plan, which proposes a cash dividend of RMB 9.65 per 10 shares (including tax) for all shareholders, excluding shares held in the repurchase account [5][6]. - As of the date of the legal opinion, the company has repurchased a total of 59,919,870 shares, with 31,481,400 shares held in the repurchase account, which do not participate in the profit distribution [3][4]. Group 2: Impact on Ex-Dividend Price - The actual cash dividend per share is RMB 9.65, and the total number of shares eligible for distribution is 6,194,231,825 shares after excluding repurchased shares [6]. - The ex-dividend reference price calculated based on actual distribution is approximately RMB 23.96 per share, while the virtual distribution reference price is approximately RMB 23.97 per share, indicating a minimal impact of 0.0388% on the ex-dividend price due to the shares in the repurchase account not participating in the dividend [6][7]. Group 3: Legal Compliance - The legal opinion asserts that the differentiated dividend distribution adheres to the Company Law, Securities Law, and other relevant regulations, confirming that it does not infringe upon the rights of the company or its shareholders [8].

Core Viewpoint - Haier is enhancing user experience through a comprehensive upgrade from "product exchange" to "experience exchange," focusing on high-quality home appliances and services to meet consumer demands for improved living standards [1][2]. Group 1: Good Products - Haier is committed to providing high-quality home appliances, featuring innovative technologies such as magnetic preservation in refrigerators and AI-driven washing machines that significantly reduce washing time and water usage [1][3]. - The newly launched Haier gas water heater boasts an efficiency improvement to 107.2%, while the water purifier ensures safe drinking water from the first cup [1][3]. Group 2: Good Services - Haier aims to establish a benchmark service system, transitioning from "after-sales service" to "lifecycle service," ensuring a seamless experience from purchase to usage [4]. - The company offers comprehensive installation and delivery services, with a commitment to 24/7 customer support for immediate assistance [4]. Group 3: Good Quality - Quality is a cornerstone of Haier's sustainable development, with strict controls over materials and manufacturing processes to ensure high standards [5]. - Haier emphasizes green manufacturing and recycling, achieving over 95% recycling rate for old appliances, and extends its services to rural areas to enhance accessibility [5].