风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华夏基金旗下1只基金重仓海容冷链。华夏稳福六个月持有混合A（013101）三季度持有股 数2.5万股，与上期相比持股数量不变，占基金净值比例为0.15%，位居第五大重仓股。根据测算，今日 浮盈赚取约4250元。 华夏稳福六个月持有混合A（013101）成立日期2021年12月21日，最新规模1.53亿。今年以来收益 2.32%，同类排名7404/8085；近一年收益2.33%，同类排名7349/8085；成立以来收益11.21%。 华夏稳福六个月持有混合A（013101）基金经理为孙蕾、吴凡。 截至发稿，孙蕾累计任职时间4年139天，现任基金资产总规模321.56亿元，任职期间最佳基金回报 21.2%， 任职期间最差基金回报0%。 吴凡累计任职时间3年70天，现任基金资产总规模53.54亿元，任职期间最佳基金回报11.26%， 任职期 间最差基金回报-0.03%。 12月31日，海容冷链涨1.1 ...

证券日报网讯12月18日，雪祺电气（001387）在互动平台回答投资者提问时表示，公司专注于400L以 上大容积冰箱及商用展示柜的研发、生产与销售，为国内外品牌商提供ODM服务，目前公司业务暂不 涉及空调相关产品。 ...

格隆汇12月18日丨雪祺电气(001387.SZ)在投资者互动平台表示，公司专注于400L以上大容积冰箱及商 用展示柜的研发、生产与销售，为国内外品牌商提供ODM服务，目前公司业务暂不涉及空调相关产 品。 ...

Core Viewpoint - A group of 19 air conditioning companies, including Haier, Midea, Hisense, TCL, Aux, and Xiaomi, has signed a self-discipline convention to promote breakthroughs in aluminum substitution for copper technology [1] Group 1: Industry Developments - The self-discipline convention aims to advance the application of aluminum in air conditioning systems, indicating a shift in material usage within the industry [1] - The collaboration among major players suggests a collective effort to innovate and improve efficiency in air conditioning manufacturing [1] Group 2: Company Specifics - Snow Qi Electric (001387.SZ) clarified on the investor interaction platform that it focuses on the research, production, and sales of large-capacity refrigerators (over 400L) and commercial display cabinets, and does not currently engage in air conditioning products [1]

Group 1: Battery and Energy Storage - Company provides semi-solid battery production lines to leading lithium battery manufacturers, with products already applied in the automotive industry [2] - Global leader in lithium battery coating materials, with solid oxide battery (SOC) systems including solid oxide fuel cells (SOFC) and solid oxide electrolysis cells (SOEC) [2] - Company has developed bismuth products for semi-solid lithium batteries and is conducting cutting-edge research on ceramic materials for all-solid-state batteries [2] - Major manufacturer of lithium-ion battery electrolyte solvents, with products advancing to pilot testing stages [2] Group 2: Semiconductor and Electronics - Company acquires at least 51% stake in a semiconductor equipment firm, entering the semiconductor equipment and components sector [4] - Company plans to invest 8.54 billion to acquire a 62.98% stake in a technology firm, with products expected to begin mass production by the end of 2025 [2] - Company is a leading distributor of IC products, representing globally recognized IC design manufacturers [2] Group 3: Solar Energy - Company is among the top three global manufacturers of heterojunction products, focusing on large-size high-efficiency heterojunction battery and component production [6] - Company successfully delivered the first batch of "light conversion film" for perovskite stacked components, marking a commercial application milestone [6] Group 4: Retail and Consumer Goods - Company is a leading retail enterprise in Hohhot, with stores in Shenzhen and Chengdu designated as tax refund outlets [3] - Company is a major player in the frozen fish ball market, specializing in frozen fish paste and meat products [3] - Company is the largest department store chain in Guangzhou, actively developing customized products [3] Group 5: Aerospace and Defense - Company invests 30 million to acquire a stake in a satellite core component firm, enhancing its layout in satellite internet key components [4] - Company is a leading manufacturer of small solid rockets, with ongoing test operations for drone projects [4] - Company delivers aerospace-grade microwave and millimeter-wave components to major state-owned enterprises [4]

Group 1 - Company Lansoprazole enteric-coated gel mist has been approved for registration, used for treating gastric ulcers, duodenal ulcers, gastroesophageal reflux disease, Zollinger-Ellison syndrome, and anastomotic ulcers [2] - WanTong Development plans to invest 854 million yuan to acquire 62.98% stake in Shudu Technology, with the target PCIe 5.0 switch chip expected to start mass production by the end of 2025 [3] - Meta and Google are in discussions regarding TPU collaboration, drawing attention to Google's network architecture OCS [2] Group 2 - The National Space Administration of China issued an action plan for promoting high-quality and safe development of commercial aerospace from 2025 to 2027 [3] - The company has established a comprehensive technology system for satellite application, forming a full-chain data solution for national defense and smart city applications [3] - The company has completed the transfer of shares with Zhonghao Xinying, enhancing its position in the semiconductor industry [5] Group 3 - The company has signed a supplementary agreement with Choneng New Energy, increasing the sales quantity of lithium iron phosphate cathode materials from 150,000 tons to 1.3 million tons, with a total sales amount exceeding 45 billion yuan [6] - The company is a leading supplier of caustic soda, liquid chlorine, and specialty resins in East China [7] - The company is the largest private comprehensive third-party logistics provider in Xinjiang [7]

Group 1: Financial Performance - In the first three quarters of 2025, the company's operating revenue was 141,205.37 million CNY, with a net profit attributable to shareholders of 4,639.62 million CNY [3] - The share-based payment expenses for the same period amounted to 1,524.78 million CNY, leading to a net profit of 6,164.40 million CNY after adjustments, representing a year-on-year growth of 12.96% [3] - The net profit excluding non-recurring gains and losses was 5,822.06 million CNY, reflecting a 13.35% increase compared to the previous year [3] Group 2: International Business Strategy - The company has seen a steady increase in overseas business, with foreign sales revenue for 2022, 2023, and 2024 being 36,252.59 million CNY, 58,031.95 million CNY, and 73,031.44 million CNY respectively, accounting for 18.81%, 24.60%, and 37.53% of total revenue [5] - In the first half of 2025, overseas business revenue reached 39,589.88 million CNY, making up 44.16% of total revenue, with a year-on-year growth of 20.91% [5] Group 3: Strategic Acquisitions and Integration - The acquisition of Hefei Shengbang Electric Co., Ltd. is aimed at enhancing the company's core competitiveness and optimizing the industrial chain [4] - Post-acquisition, the company is focusing on organizational structure, strategic synergy, financial systems, business integration, and cultural development, with integration progressing as planned [4] Group 4: Market Outlook and Business Structure - The home appliance industry is currently undergoing structural adjustments, with traditional large appliance markets slowing down, while trends towards high-end, smart, and green products are emerging [4] - The company is not deviating from its main business but is optimizing its business structure through a strategy of strengthening its core business, upstream collaboration, and international expansion [4] Group 5: Shareholder Information - The major shareholders include Gu Wei, Anhui Zhidao Investment Co., Ltd., and Ningbo Xueqi Enterprise Management Partnership [6] - A reduction plan for shareholders was disclosed in April 2025, with the shareholding of one shareholder dropping below 5% after the plan was executed [6]

Group 1 - The stock price of Hairong Cold Chain has declined by 1.49% to 13.86 CNY per share, with a total market capitalization of 5.356 billion CNY, and a cumulative drop of 9.06% over the past five days [1] - Qingdao Hairong Commercial Cold Chain Co., Ltd. specializes in the research, production, sales, and service of commercial cold chain equipment, with 95.22% of its revenue coming from commercial display cabinets [1] Group 2 - Morgan Fund holds a significant position in Hairong Cold Chain, with its Morgan Large Cap Blue Chip Stock A fund owning 372,700 shares, representing 3.53% of the fund's net value [2] - The fund has experienced a floating loss of approximately 78,300 CNY today and a total floating loss of 514,300 CNY during the five-day decline [2] - The Morgan Large Cap Blue Chip Stock A fund has a total asset size of 158 million CNY and has achieved a return of 6.35% year-to-date, ranking 3878 out of 4216 in its category [2]

Core Viewpoint - Xueqi Electric, a leading manufacturer of large refrigerators, is set to be listed on the Shenzhen Stock Exchange in January 2024, focusing on high-end products for domestic and international brands [1] Group 1: Company Overview - Xueqi Electric was established on June 27, 2011, and is headquartered in Hefei, Anhui Province [1] - The company specializes in the research, production, and sales of refrigerators and commercial display cabinets, primarily offering products with a capacity of over 400L [1] - It operates within the household appliances sector, specifically in the white goods category, focusing on refrigeration [1] Group 2: Financial Performance - For Q3 2025, Xueqi Electric reported a revenue of 1.412 billion yuan, ranking 7th in the industry [2] - The company's main revenue source is refrigerators, contributing 756 million yuan, which accounts for 84.37% of total revenue [2] - The net profit for the same period was 47.19 million yuan, placing it 5th in the industry [2] Group 3: Financial Ratios - As of Q3 2025, Xueqi Electric's debt-to-asset ratio was 46.72%, lower than the industry average of 65.32% [3] - The gross profit margin for the same period was 11.85%, which is below the industry average of 15.61% [3] Group 4: Executive Compensation - The chairman, Gu Weixin, received a salary of 1.3113 million yuan in 2024, a decrease of 242,500 yuan from the previous year [4] - The general manager, Wang Lixue, earned 459,400 yuan in 2024, down 64,900 yuan from 2023 [4] Group 5: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 6.04% to 14,200 [5] - The average number of circulating A-shares held per shareholder decreased by 5.69% to 8,016.21 [5] - Notably, the new major shareholder is Nu'an Multi-Strategy Mixed A, holding 1.1264 million shares [5] Group 6: Future Outlook - Xueqi Electric is projected to achieve a revenue of 1.95 billion yuan in 2024, a decrease of 17.51% year-on-year, with a net profit of 100 million yuan, down 27.7% [5] - The company expects rapid growth in overseas markets, with overseas revenue anticipated to reach 730 million yuan in 2024, a year-on-year increase of 25.9% [5] - Earnings per share (EPS) forecasts for 2025-2027 are 0.61 yuan, 0.69 yuan, and 0.77 yuan, respectively [5]

Core Viewpoint - Xueqi Electric experienced a decline of 1.50% in stock price on October 29, with a trading volume of 28.25 million yuan. The company is facing high financing levels, with a net financing buy of -628,000 yuan on the same day, indicating potential liquidity concerns [1]. Financing and Margin Trading - On October 29, Xueqi Electric had a financing buy of 3.42 million yuan and a financing repayment of 4.05 million yuan, resulting in a net financing buy of -628,000 yuan. The total financing and margin trading balance reached 68.37 million yuan, accounting for 4.34% of the circulating market value, which is above the 80th percentile over the past year [1]. - The company had no short selling activity on October 29, with a short selling balance of 0.00 yuan, also indicating a high level of inactivity in this area [1]. Company Overview - Xueqi Electric, established on June 27, 2011, is located in Hefei, Anhui Province. The company specializes in the research, production, and sales of refrigerators and commercial display cabinets, primarily serving domestic and international brand manufacturers [1]. - The revenue composition of Xueqi Electric includes 84.37% from refrigerators, 8.75% from commercial display cabinets and others, 3.71% from other sources, and 3.17% from PCBA [1]. Financial Performance - As of September 30, 2025, Xueqi Electric reported a total revenue of 1.41 billion yuan, reflecting a year-on-year growth of 0.52%. However, the net profit attributable to shareholders decreased by 14.98% to 46.40 million yuan [2]. - The company has distributed a total of 84.05 million yuan in dividends since its A-share listing [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Xueqi Electric increased by 6.04% to 14,200, while the average circulating shares per person decreased by 5.69% to 8,016 shares [2]. - Notably, the seventh largest circulating shareholder is the Nuoan Multi-Strategy Mixed A fund, which holds 1.1264 million shares as a new entrant, while the Dacheng CSI 360 Internet + Index A fund has exited the top ten circulating shareholders [3].