2025年1至6月份，澳柯玛的营业收入构成为：制冷电器占比65.82%，其他占比16.15%，小家电占比 7.23%，空调占比5.84%，洗衣机占比3.12%。 截至发稿，澳柯玛市值为54亿元。 每经AI快讯，澳柯玛（SH 600336，收盘价：6.77元）9月29日晚间发布公告称，澳柯玛股份有限公司董 事会于2025年9月28日收到公司副总经理郑培伟先生的辞职报告，因其个人原因，郑培伟先生申请辞去 公司副总经理职务。郑培伟先生已妥善完成工作交接事宜。辞职后，郑培伟先生将继续担任公司相关控 股子公司职务。 每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 （记者 曾健辉） ...

Core Viewpoint - The overall price index in Linyi Mall has decreased slightly, indicating mixed trends across various product categories, with some experiencing price increases while others face declines [1]. Price Index Summary - The total weekly price index for Linyi Mall is 102.32 points, down 0.25 points or 0.25% from the previous week [1]. Categories with Price Increases - **Lighting Products**: The weekly price index for lighting products rose to 104.44 points, up 0.08 points, driven by increases in home, commercial, outdoor lighting, and accessories [1]. - **Home Appliances and Audio-Visual Equipment**: This category's index reached 103.21 points, up 0.07 points, primarily due to rising prices in refrigeration appliances, with air conditioners and refrigerators showing notable price fluctuations [2]. - **Daily Necessities**: The index for daily necessities increased to 102.77 points, up 0.04 points, with strong demand for luggage and jewelry contributing to the price rise [3]. Categories with Price Decreases - **Steel Products**: The weekly price index for steel products fell to 96.35 points, down 1.77 points, as demand weakened in the construction sector and prices followed the downward trend in the futures market [4]. - **Building and Decoration Materials**: This category's index decreased to 105.29 points, down 0.03 points, influenced by lower raw material prices and promotional discounts despite increased sales of waterproof materials [5]. - **Educational and Office Supplies**: The index for educational and office supplies dropped to 109.15 points, down 0.02 points, with a mixed performance in cultural and sports supplies as the market prepares for the school season [6].

Core Viewpoint - The overall price index of Linyi Mall decreased slightly this week, indicating mixed trends across various product categories, with some experiencing price increases while others faced declines [1]. Price Index Summary 1. Home Appliances and Audio-Visual Equipment - The price index for home appliances and audio-visual equipment rose to 103.15 points, an increase of 0.08 points, driven by higher prices in refrigeration and purification appliances, while air conditioning sales are declining [1]. 2. Lighting - The lighting category's price index increased to 104.36 points, up by 0.06 points, primarily due to rising prices of lighting accessories and outdoor lighting, despite a slight drop in procurement demand [2]. 3. Daily Necessities - The daily necessities price index reached 102.76 points, with a minor increase of 0.01 points, as demand for bags and textiles rose during the summer vacation, although some beauty and personal care products saw price reductions due to e-commerce competition [3]. 4. Steel - The steel price index fell to 97.94 points, down by 0.92 points, with all subcategories experiencing declines due to weak demand and falling upstream raw material prices [4]. 5. Clothing and Accessories - The clothing and accessories price index decreased to 104.30 points, a drop of 0.20 points, with footwear prices continuing to decline amid increased promotional activities and weak demand [5]. 6. Boards - The board price index declined to 96.53 points, down by 0.08 points, influenced by weak demand due to high temperatures and falling prices of raw materials like rubber and timber [6].

Core Viewpoint - The overall price index of Linyi Mall decreased by 0.29% this week, indicating a slight decline in market prices across various categories [1] Price Index Summary - **Household Appliances and Audio-Visual Equipment**: The price index increased to 103.16 points, up by 0.05 points, driven by rising demand for air conditioners and audio equipment due to high temperatures [1] - **Building and Decoration Materials**: The price index rose to 105.73 points, up by 0.03 points, with increases in structural installation and decorative materials, despite a slowdown in construction activities [2] - **Hardware and Electrical Materials**: The price index increased to 119.64 points, up by 0.02 points, mainly due to price rises in instruments, cables, and electric tools, although overall sales volume decreased [3] - **Steel Products**: The price index fell to 96.51 points, down by 1.84 points, as upstream raw material prices decreased, leading to lower factory prices and reduced demand [4] - **Board Materials**: The price index decreased to 97.09 points, down by 0.11 points, influenced by weak demand in the real estate market, prompting dealers to lower prices to alleviate inventory pressure [5] - **Automotive Parts and Accessories**: The price index dropped to 93.79 points, down by 0.04 points, primarily due to declining prices of automotive parts amid a sluggish sales environment [6]

Core Viewpoint - The credit rating agency, China Chengxin International, has assigned an "AA" rating to Qingdao Aucma Holdings Group Co., Ltd, highlighting its strong market competitiveness in the refrigeration industry and the benefits of its recent consolidation with Qingdao Hai'ao Chip Industry Development Co., Ltd [1][2]. Group 1 - The company has a complete refrigeration industry chain and possesses several core refrigeration technologies, which contribute to its competitive edge in the market [1]. - The quality of customers in the commercial cold chain sector is noted to be superior, enhancing the company's market position [1]. - The inclusion of Hai'ao Chip Industry in the consolidated financials is expected to improve the company's equity and financial leverage indicators [1]. Group 2 - The company was established in January 2017 with a registered capital of 970 million yuan, and its controlling shareholder changed to Haifa Group in February 2021 [2]. - The main business areas of the company include refrigeration appliances, household appliances, washing machines, and air conditioners, with total revenue of 13.207 billion yuan in 2024 [2]. - China Chengxin International anticipates that the credit level of Qingdao Aucma Holdings will remain stable over the next 12 to 18 months [2].

Core Viewpoint - The overall price index of Linyi Mall has shown a slight decline this week, indicating mixed trends across various product categories with some experiencing price increases while others face declines [1]. Price Index Summary - The total weekly price index for Linyi Mall is 102.94 points, down 0.03 points or 0.03% from the previous week [1]. - Among 14 categories, 4 categories saw price increases, 6 remained stable, and 4 experienced declines [1]. Price Increases - **Automotive Parts and Accessories**: The weekly price index rose to 93.90 points, up 0.09 points. Key drivers include a rebound in engine parts prices and increased demand for truck parts, leading to higher market transaction prices [1]. - **Home Appliances and Audio-Visual Equipment**: The index increased to 103.22 points, up 0.04 points. Notable price increases were observed in air conditioning units, fans, and small kitchen appliances due to seasonal demand [2]. - **Daily Necessities**: The index reached 102.85 points, up 0.01 points. Increased demand for skincare and beauty products contributed to price rises, while some items like bags and toys saw slight price reductions due to e-commerce promotions [3]. Price Decreases - **Board Materials**: The index fell to 97.46 points, down 0.13 points. The market remains weak with reduced demand, leading to price declines in various board products [4]. - **Steel Products**: The index decreased to 98.61 points, down 0.10 points. The overall trading volume is low, and prices are under pressure due to weak demand [5]. - **Clothing and Accessories**: The index dropped to 105.11 points, down 0.03 points. Prices for belts and shoes decreased significantly, while other clothing categories remained stable [6].