| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002052 同洲电子 | | 2.63 Z | 26.26% | -1.65 Z | -16.50% | -9767.61万 | -9.76% | | 000810 | 创维数字 | 6361.50万 | 11.07% | -1361.05万 | -2.37% | -5000.45万 | -8.70% | | 600060 | 海信视像 | 6247.19万 | 13.18% | -1494.00万 | -3.15% | -4753.19万 | -10.03% | | 000801 | 四川九洲 | 1865.96万 | 6.51% | 335.27万 | 1.17% | -2201.22万 | -7.68% | | 688696 极米科技 | | 562.27万 | 2.94% | 285.18万 | 1.49% | -847.45万 | -4.43% | | 0 ...

从资金流向上来看，当日黑色家电板块主力资金净流出9198.38万元，游资资金净流出3299.88万元，散户 资金净流入1.25亿元。黑色家电板块个股资金流向见下表： 证券之星消息，10月9日黑色家电板块较上一交易日上涨1.05%，*ST高斯领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。黑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) | | | --- | --- | --- | --- | --- | --- | --- | | 002848 | *ST高斯 | 8.02 | 3.62% | 8.91万 | | 6954.76万 | | 600839 | 四川长虹 | 10.68 | 2.01% | 161.01万 | | 17.22亿 | | 600060 | 海信视像 | 24.57 | 1.87% | 21.26万 | | 5.20亿 | | 000801 | 四川九洲 | 16.25 | 1.63% | 19.09万 | | 3.09亿 | | 002429 | 兆驰股份 | 6. ...

Core Viewpoint - The domestic home appliance market shows resilience in growth during the first half of 2025, supported by the "trade-in" policy, with the TV industry retail volume and value both increasing slightly compared to the previous year [1] Group 1: Market Performance - In the first half of 2025, the retail volume of the domestic TV industry reached 15.27 million units, a year-on-year increase of 0.9%, while the retail value was 62.5 billion yuan, showing a positive trend [1] - A total of 10 listed companies in the black home appliance sector reported a combined revenue of 102.15 billion yuan, representing a 6.3% increase compared to the same period in 2024 [1] Group 2: Company Performance - Sichuan Changhong led the revenue rankings with 56.71 billion yuan, approximately 2.08 times that of the second-ranked Hisense Visual, while the top company in other black home appliance categories, Skyworth Electronics, reported only 4.095 billion yuan [1] - The operating costs of black home appliance companies generally increased, with about two-thirds of the companies experiencing a cost growth rate higher than their revenue growth [1] Group 3: Cost and Efficiency - The operating cost as a percentage of revenue for black home appliance companies remained between 80% and 90%, with 70% of companies experiencing a decline in gross margin year-on-year [1] - *ST Gauss had an operating cost ratio as high as 96.5%, with a slight decrease in sales gross margin to 3.5% [1] - Companies like Chenyi Intelligent and Hisense Visual saw comprehensive growth in sales, management, and R&D expenses, while others like *ST Gauss and Jiulian Technology reduced both sales and R&D expenses [1] Group 4: Profitability - Hisense Visual achieved the highest net profit attributable to shareholders at approximately 1.056 billion yuan, nearly 400 million yuan higher than the second-ranked Zhao Chi Shares [1] - *ST Gauss and Jiulian Technology reported losses, marking three consecutive years of mid-year net losses [1] - Tongzhou Electronics led in sales net profit margin at 37.4%, nearly doubling compared to the same period in 2024, while *ST Gauss ranked last with a margin of -31.4% [1] Group 5: Cash Flow and Inventory - Zhao Chi Shares reported positive operating cash flow, while *ST Gauss, Tongzhou Electronics, Skyworth Digital, and others experienced net cash outflows from operating activities [1] - Approximately 60% of companies saw a year-on-year decrease in operating cash flow net amount [1] - *ST Gauss had accounts receivable turnover days exceeding 300, while Hisense Visual and Extreme Technology maintained turnover days below 30, indicating faster cash recovery [1] - Extreme Technology reported inventory turnover days of 172, significantly higher than the average of 75 days for comparable companies, attributed to preemptive stocking for promotional events [1]

出品：新浪财经上市公司研究院 作者：木予 2025年1-6月，在"以旧换新"政策的助力下，国内家电市场整体量额齐升，展现增长韧性。中怡康数据显示，报告期内国内电视行业零售量1527万台，同比 增长0.9%；零售额625亿元，同比增长10.8%。受关税壁垒升级、地缘冲突加剧等不确定因素影响，海外市场需求有所下滑，上半年液晶电视累计出口4853 万台，同比下降2.5%。 就盈利能力而言，海信视像独占鳌头，报告期内归母净利润约为10.56亿元，较第二名兆驰股份高出接近4亿元。*ST高斯和九联科技陷入亏损，两家公司均 已连续3年中期业绩录得净亏损。极米科技净利润同比暴涨2062.3%至8866.22万元，主要得益于公司增强了关键零部件的通用性，提高了供应链体系的使用 效率。受高功率电源新业务正向影响，同洲电子归母净利润同比增幅也超过660%。 截至8月31日，A股10家黑色家电（按申万二级行业分类）上市公司均已披露2025年半年报。据财报披露的数据统计，10家公司上半年实现总营收1021.51亿 元，较2024年同期增长6.3%；归母净利润（含亏损）总和为25.06亿元，而2024年同期为21.78亿元。更进一步来看 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000801 | 四川九洲 | 15.99 | 1.14% | 16.76万 | 2.68亿 | | 000810 | 创维数字 | 13.55 | 0.89% | 22.90万 | 3.09亿 | | 6098889 | 九联科技 | 10.18 | 0.39% | 10.91万 | 1.12亿 | | 002848 | *ST高斯 | 7.74 | 0.39% | 7.09万 | 5532.43万 | | 600839 | 四川长虹 | 10.47 | 0.29% | 102.53万 | 10.78亿 | | 600060 | 海信视像 | 24.12 | -1.47% | 23.70万 | 5.73亿 | | 688696 | 极米科技 | 119.60 | -1.56% | 1.78万 | 2.10亿 | | 002429 | 兆驰股份 | 6.62 | -1.78% | 86.49万 | 5.75亿 | | 301578 | 辰奕智能 | ...

证券之星消息，9月29日黑色家电板块较上一交易日下跌0.8%，*ST高斯领跌。当日上证指数报收于 3862.53，上涨0.9%。深证成指报收于13479.43，上涨2.05%。黑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) | | --- | --- | --- | --- | --- | --- | | 688609 | 九联科技 | 10.14 | 2.01% | 11.17万 | 1.12亿 | | 688696 | 极米科技 | 121.49 | 1.24% | 1.04万 | 1.25亿 | | 002429 | 非驰股份 | 6.74 | 0.15% | 105.80万 | 7.07亿 | | 600839 | 四川长虹 | 10.44 | -0.29% | 123.16万 | 12.79亿 | | 600060 | 海信视像 | 24.48 | -1.25% | 29.45万 | 7.15亿 | | 000801 | 四川九洲 | 15.81 | -1.37% | 21.31万 | 3.37亿 | | 000810 | 创维数字 | ...

中国经济网北京9月29日讯 两市今日午后继续走强。截至收盘，上证综指报3862.53点，上涨0.90%， 成交额9682.12亿元；深证成指报13479.43点，上涨2.05%，成交额11932.49亿元；创业板指报3238.01点， 上涨2.74%，成交额5706.68亿元。 板块方面，能源金属、证券、电池等板块涨幅居前，教育、黑色家电、互联网电商等板块跌幅居前。 A股市场板块涨跌幅排行 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） ■ 总成交额（亿元）▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 殷赠等匿 | 4.92 | 499.87 | 232.71 | 28.28 | 13 | 0 | | 2 | 证券 | 4.40 | 8348.52 | 1233.58 | 176.85 | 50 | 0 | | 3 | 电池 | 4.22 | 3783.53 | 1260.45 | 82.21 | ਰੇਖੋ | 7 | | 4 | 盖金属 | 3.60 | 890. ...

| 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手）▼ 总成交额（亿元）▼ | 净流入(亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 电池 | 4.26 | 2665.81 | 871.95 | 85.10 | તેર | র্ব | | 2 | 能源等属 | 3.58 | 303.62 | 143.35 | 13.18 | 13 | 0 | | 3 | 音等屋 | 2.50 | 487.39 | 81.40 | 8.35 | 11 | 0 | | 4 | 证券 | 2.39 | 2776.19 | 402.94 | 82.72 | 50 | 0 | | 5 | 光伏设备 | 1.94 | 1403.42 | 394.77 | 24.19 | 61 | 13 | | 6 | 消费电子 | 1.80 | 2146.38 | 616.78 | 43.33 | 77 | 19 | | 7 | 其他电源设备 | 1.61 | 844.05 | 156.39 | 4.28 | 19 | 13 | | ...

能源金属、贵金属、电池、黄金概念股走强，黑色家电、互联网电商板块走低。 09:33 创业板指涨超1%，电池、有色金属、存储芯片等板块涨幅居前。 09:27 电池板块开盘涨幅居前，天际股份涨超9%，湖南裕能、鹏辉能源、万润新能、容百科技、天宏锂电等个股跟涨。工信部等八部门印 发《有色金属行业稳增长工作方案（2025-2026年）》，提出强化废旧动力电池、废旧光伏组件等新兴固废综合利用。 09:26 A股开盘丨三大股指涨跌不一 上证指数平开，深成指涨0.3%，创业板指涨0.43%。能源金属、贵金属、电池、黄金概念股走强，黑色家电、互联网电商板块走低。 09:15 人民币对美元中间价报7.1089，调升63个基点。前一交易日中间价报7.1152。 09:22 港股开盘丨恒指高开0.74% 恒指高开0.74%，恒生科技指数涨0.67%。医药股回暖，来凯医药涨近15%，LAE102针对治疗肥胖症MAD研究取得积极初步结果；科网股 反弹，京东健康高开2%，中芯国际涨超1%；贵金属续涨，紫金矿业涨3%。 | H2l 恒生指数 | MW | 26321.57c | 193.37 | 0.74% | | --- | --- | ...

Traditional Dividend Assets - White appliances' cash flow ratio decreased to 26% in Q2 2025, primarily due to increased allocation of financial assets impacting cash flow space[11] - The cash flow ratio for liquor reached 55% in Q2 2025, with a reduction in the allocation of financial assets compared to previous quarters[19] Cash Flow Improvement Assets - Black appliances' cash flow ratio was 24% in Q2 2025, with capital expenditure reduced to a historical low of 0.7, indicating a potential shift to a new high expenditure cycle[24] - Lighting equipment's cash flow ratio improved to 31% in Q2 2025, as financial asset allocation decreased, allowing cash flow to return to positive[33] - Beauty care's cash flow ratio was 47% in Q2 2025, driven by reduced capital expenditure, which fell to a historical low of 1.4[39] Stable Cash Flow Assets - Textile manufacturing maintained a cash flow ratio of 21% in Q2 2025, with stable cash flow generation since 2022[47] - The apparel and home textile sector achieved a cash flow ratio of 52% in Q2 2025, entering a phase of stable cash flow generation due to reduced capital expenditure[51] Assets Under Pressure - Traditional Chinese medicine and beverage sectors are under pressure, with profitability not showing signs of improvement, particularly in the context of centralized procurement affecting traditional Chinese medicine[3] - The non-liquor beverage sector, including beer and wine, continues to face challenges, with profitability remaining under pressure[3]