证券之星消息，11月24日白色家电板块较上一交易日下跌0.18%，TCL智家领跌。当日上证指数报收于 3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。白色家电板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600336 | 澳柯玛 | 7.81 | 5.11% | 37.39万 | | 2.91亿 | | 000016 | 深康佳A | 5.15 | 2.39% | 27.55万 | | + 1.41亿 | | 001387 | 雪祺电气 | 13.47 | 1.66% | 3.58万 | 4809.85万 | | | 600983 | 惠而浦 | 9.98 | 1.53% | - 2.46万 | 2457.56万 | | | 000921 | 海信家电 | 26.40 | 1.38% | 10.10万 | | 2.67亿 | | 000521 | 长ª 美泰 | 6.71 | 0.60% | 5.43万 | 3632.90万 ...

Market Overview - The white goods sector increased by 0.54% on November 21, with Midea Group leading the gains [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Midea Group closed at 78.75, up 1.04% with a trading volume of 439,500 shares and a transaction value of 3.443 billion yuan [1] - Haier Smart Home closed at 27.02, up 0.86% with a trading volume of 528,300 shares and a transaction value of 1.427 billion yuan [1] - Gree Electric Appliances closed at 40.25, down 0.25% with a trading volume of 550,900 shares and a transaction value of 2.218 billion yuan [1] - Hisense Home Appliances closed at 26.04, down 0.80% with a trading volume of 99,600 shares and a transaction value of 261 million yuan [1] - TCL Smart Home closed at 10.50, down 1.04% with a trading volume of 143,300 shares and a transaction value of 152 million yuan [1] - Aucma closed at 7.43, down 1.33% with a trading volume of 213,100 shares and a transaction value of 159 million yuan [1] - Whirlpool closed at 9.83, down 3.06% with a trading volume of 29,200 shares and a transaction value of 29.104 million yuan [1] - Deep Kangjia A closed at 5.03, down 3.08% with a trading volume of 352,600 shares and a transaction value of 179 million yuan [1] - Changhong Meiling closed at 6.67, down 3.19% with a trading volume of 146,500 shares and a transaction value of 98.744 million yuan [1] - Snowman Electric closed at 13.25, down 5.49% with a trading volume of 39,300 shares and a transaction value of 53.1525 million yuan [1] Capital Flow - The white goods sector experienced a net outflow of 149 million yuan from institutional investors, while retail investors saw a net inflow of 4.7305 million yuan [1] - Haier Smart Home had a net inflow of 64.2082 million yuan from institutional investors, while it faced a net outflow of 92.977 million yuan from speculative funds [2] - Whirlpool had a net inflow of 578,200 yuan from institutional investors, with a net outflow of 1.4406 million yuan from retail investors [2] - Aucma experienced a net outflow of 179,900 yuan from institutional investors, while it had a net inflow of 6.4482 million yuan from speculative funds [2] - Gree Electric Appliances faced a net outflow of 1.36 million yuan from institutional investors, while retail investors had a net inflow of 7.08976 million yuan [2]

主力净流入行业板块前五：传媒，船舶，白色家电，职业教育，智能音箱； 主力净流入概念板块前五：AIGC概念，人形机器人，百度概念股，快手概念 股，字节跳动概念股； 主力净流入个股前十：赛微电子、蓝色光标、万兴科技、三花智控、省广集团、易点天下、南大光电、中船防务、长盈精密、华映 科技 今年三季度以来，储能市场的爆发带动锂电材料需求快速攀升，六氟磷酸锂、磷酸铁锂、碳酸锂等锂电材料价格更是大幅上涨，锂电材料板块一跃成为近期 A股市场的"头号明星"。最近市场需求的确旺盛，产能全开都无法满足客户需求，有长协客户为了拿货甚至住在公司旁边的酒店，并直言"生产一吨拉走一 吨"。"从技术路线看，磷酸铁锂电池在新型储能中的装机占比超过97%，占绝对主导地位。"储能正成为锂电需求新的增长极，而这场储能"盛宴"或许才刚 刚开始。 当上市公司经营有"大动作"，如签订重大合同，或与知名企业开展战略合作等，市场会将其视为经营发展的利好消息，股价也会有所反应。四季度以来（10 月份以来），A股上市公司签订战略合作协议，或签订重大合同（含经营合同）的数量接近70家。从行业分布来看，这些公司广泛分布于18个行业，机械设 备、电力设备、建筑装饰、 ...

Market Overview - The white goods sector increased by 0.66% on November 20, with Hisense Home Appliances leading the gains [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Individual Stock Performance - Hisense Home Appliances (000921) closed at 26.25, up 1.35% with a trading volume of 73,200 shares and a turnover of 191 million yuan [1] - Haier Smart Home (600690) closed at 26.79, up 1.02% with a trading volume of 286,200 shares and a turnover of 769 million yuan [1] - Midea Group (000333) closed at 77.94, up 0.70% with a trading volume of 261,900 shares and a turnover of 2.05 billion yuan [1] - Gree Electric Appliances (000651) closed at 40.35, up 0.47% with a trading volume of 332,900 shares and a turnover of 1.35 billion yuan [1] - Whirlpool (600983) closed at 10.14, up 0.40% with a trading volume of 15,800 shares and a turnover of 1.6 million yuan [1] - Other notable performances include Changhong Meiling (000521) at 6.89, up 0.15%, and TCL Smart Home (002668) at 10.61, down 1.67% [1] Capital Flow Analysis - The white goods sector saw a net inflow of 22.28 million yuan from institutional investors and 33.49 million yuan from retail investors, while retail investors had a net outflow of 55.77 million yuan [1] - Midea Group experienced a net inflow of 47.03 million yuan from institutional investors, while retail investors had a net outflow of 4.07 million yuan [2] - Hisense Home Appliances had a net inflow of 17.62 million yuan from institutional investors, with a significant net outflow from retail investors of 15.98 million yuan [2] - Gree Electric Appliances and TCL Smart Home both faced net outflows from institutional investors, indicating a shift in investor sentiment [2]

Market Overview - The white goods sector increased by 0.11% on November 19, with Haier Smart Home leading the gains [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Individual Stock Performance - Haier Smart Home (600690) closed at 26.52, up 0.68% with a trading volume of 201,300 shares [1] - Hisense Home Appliances (000921) closed at 25.90, up 0.39% with a trading volume of 59,200 shares [1] - TCL Smart Home (002668) closed at 10.79, up 0.37% with a trading volume of 105,000 shares [1] - Gree Electric Appliances (000651) closed at 40.16, up 0.12% with a trading volume of 218,000 shares [1] - Midea Group (000333) closed at 77.40, unchanged with a trading volume of 214,400 shares [1] - Other notable performers include Changhong Meiling (000521) down 0.15% and Whirlpool (600983) down 0.79% [1] Capital Flow Analysis - The white goods sector saw a net inflow of 236 million yuan from institutional investors, while retail investors experienced a net inflow of 57.36 million yuan [1] - Notable net inflows from institutional investors include Midea Group with 21.11 million yuan and Gree Electric Appliances with 27.48 million yuan [2] - Conversely, retail investors showed significant outflows from Midea Group (-19.62 million yuan) and Gree Electric Appliances (-43.29 million yuan) [2]

2025年中国白色家电行业处于高度竞争、增长承压的"艰难转型期"。双十一整个白电行业都不太乐观，甚至从9月起有些企业排产转为负增长。瑞银报告 指出，2025年白电企业整体生产计划下调超10%，部分品类降幅达50%。 不少细心的网友和投资者都发现，不管格力的营收和净利润表现如何，其净利率都稳居家电行业第一。 近期发布的三季报显示，前三季度格力营收1377亿元，同比下滑6.62%；净利润214.6亿元，同比下滑2.27%。单季度来看，前三个季度营收分别为416.4亿 元、559.8亿元和400.3亿元，同比增幅分别为13.78%、-12.11%、-15.06%，第二季度和第三季度营收下滑明显。前三个季度的净利润分别为59.04亿元、 85.08亿元和70.49亿元，同样在第二季度和第三季度分别下滑了10.07%和9.92%，近两个季度营收和净利润均出现了不小的下滑。 | 成长能力指标 | 25-09-30 | 25-06-30 | 25-03-31 | | --- | --- | --- | --- | | 营业总收入(元) | 1377亿 | 976. 2亿 | 416. 4亿 | | 毛利润(元) | 390 ...

Market Overview - The white goods sector experienced a decline of 1.0% on November 18, with major stocks like Deep Konka leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance - Key stocks in the white goods sector showed varied performance, with the following notable changes: - Snow Qi Electric: Closed at 14.38, up 0.14% - Gree Electric: Closed at 40.11, down 0.20% - Midea Group: Closed at 77.40, down 0.68% - Haier Smart Home: Closed at 26.34, down 0.87% - Deep Konka A: Closed at 5.38, down 2.89% [1] Capital Flow - The white goods sector saw a net outflow of 312 million yuan from institutional investors, while retail investors contributed a net inflow of 385 million yuan [1] - Detailed capital flow for specific stocks includes: - Deep Konka A: Net outflow of 55.04 million yuan from institutional investors, with a retail net inflow of 43.96 million yuan [2] - TCL Smart Home: Net outflow of 20.99 million yuan from institutional investors, with a retail net inflow of 15.50 million yuan [2] - Gree Electric: Net outflow of 3.94 million yuan from institutional investors, with a retail net inflow of 32.46 million yuan [2]

Market Overview - The white goods sector experienced a decline of 1.08% on November 17, with TCL leading the drop [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Individual Stock Performance - Aokema (600336) saw a closing price of 7.81, with an increase of 1.43% and a trading volume of 448,800 shares [1] - TCL Smart Home (002668) closed at 10.95, down 2.06%, with a trading volume of 184,300 shares [1] - Midea Group (000333) closed at 78.42, down 1.02%, with a trading volume of 261,100 shares and a transaction value of 2.05 billion [1] - Gree Electric (000651) closed at 40.19, down 1.06%, with a trading volume of 366,400 shares [1] Capital Flow Analysis - The white goods sector experienced a net outflow of 549 million from institutional investors, while retail investors saw a net inflow of 360 million [1] - Aokema had a net inflow of 13.01 million from institutional investors, while TCL Smart Home had a net outflow of 39.56 million [2] - Haier Smart Home (600690) experienced a net outflow of 40.86 million from institutional investors [2]

资金流向方面，主力资金净流出1719.46万元，特大单买入363.09万元，占比2.11%，卖出784.81万元， 占比4.55%；大单买入2475.88万元，占比14.36%，卖出3773.62万元，占比21.89%。 海信家电今年以来股价跌5.32%，近5个交易日跌2.38%，近20日涨4.51%，近60日涨7.55%。 11月17日，海信家电盘中下跌2.02%，截至13:43，报26.20元/股，成交1.72亿元，换手率0.71%，总市值 362.83亿元。 资料显示，海信家电集团股份有限公司位于广东省佛山市顺德区容桂街道容港路8号，成立日期1997年4 月21日，上市日期1999年7月13日，公司主营业务涉及冰箱、空调器及家用电器的制造和销售。主营业 务收入构成为：暖通空调48.02%，冰洗31.20%，其他主营13.40%，其他(补充)7.38%。 机构持仓方面，截止2025年9月30日，海信家电十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股2689.05万股，相比上期减少132.86万股。南方中证500ETF（510500）位居第七大流通股 东，持股673.42万股，相比上期减少9 ...

Market Overview - The white goods sector experienced a decline of 0.74% on November 14, with Hisense Appliances leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Aokema (600336) saw a significant increase in its closing price to 7.70, up by 5.62% with a trading volume of 668,600 shares [1] - Whirlpool (600983) closed at 10.35, up 0.78%, with a trading volume of 52,000 shares [1] - Midea Group (000333) closed at 79.23, down 0.46%, with a trading volume of 273,100 shares [1] - Gree Electric (000651) closed at 40.62, down 0.93%, with a trading volume of 351,200 shares [1] - Hisense Appliances (000921) closed at 26.74, down 1.76%, with a trading volume of 81,800 shares [1] Capital Flow - The white goods sector experienced a net outflow of 164 million yuan from institutional investors, while retail investors saw a net inflow of 129 million yuan [1] - Aokema had a net inflow of 52.74 million yuan from institutional investors, while retail investors had a net outflow of 27.33 million yuan [2] - Midea Group had a net inflow of 10.00 million yuan from institutional investors, but retail investors experienced a net outflow of 20.38 million yuan [2] - Hisense Appliances faced a net outflow of 31.43 million yuan from institutional investors, while retail investors had a net inflow of 23.60 million yuan [2]