Group 1 - The white goods sector increased by 2.29% on February 4, with Whirlpool leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Key stocks in the white goods sector showed varied performance, with Whirlpool rising by 7.62% to a closing price of 12.00 [1] Group 2 - The net inflow of main funds in the white goods sector was 629 million yuan, while retail funds saw a net outflow of 378 million yuan [1] - Midea Group had a main fund net inflow of 296 million yuan, but also experienced a retail net outflow of 205 million yuan [2] - Gree Electric experienced a main fund net inflow of 168 million yuan, with a retail net outflow of 118 million yuan [2]

Market Overview - The white goods sector increased by 0.05% on February 3, with Whirlpool leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up by 1.29%, while the Shenzhen Component Index closed at 14127.1, up by 2.19% [1] Stock Performance - Whirlpool (600983) closed at 11.15, with a rise of 2.39% and a trading volume of 77,200 shares, amounting to a transaction value of 85.91 million yuan [1] - Snowball Electric (001387) closed at 14.80, up by 1.86%, with a trading volume of 34,200 shares and a transaction value of 50.25 million yuan [1] - Hisense Home Appliances (000921) closed at 23.94, increasing by 1.70%, with a trading volume of 76,300 shares and a transaction value of 182 million yuan [1] - Haier Smart Home (600690) closed at 25.20, up by 0.80%, with a trading volume of 388,500 shares and a transaction value of 977 million yuan [1] - Midea Group (000333) closed at 77.91, with a slight increase of 0.08%, trading 345,000 shares for a total of 2.692 billion yuan [1] - Other notable performances include Gree Electric (000651) down by 0.47% and TCL Smart Home (002668) down by 0.81% [1] Capital Flow - The white goods sector saw a net inflow of 137 million yuan from institutional investors, while retail investors experienced a net outflow of 61.62 million yuan [1] - The capital flow for major stocks indicates that Midea Group had a net inflow of 26.3 million yuan from institutional investors, but a net outflow of 79.25 million yuan from retail investors [2] - Haier Smart Home had a net inflow of 38.57 million yuan from institutional investors, with a net outflow of 1.88 million yuan from retail investors [2] - Gree Electric experienced a significant net outflow of 143 million yuan from institutional investors [2] - Deep Kangjia A (000016) faced a substantial net outflow of 15.33 million yuan from institutional investors, while retail investors had a net inflow of 1.22 million yuan [2]

Market Overview - The white goods sector experienced a decline of 0.14% on February 2, with the Shanghai Composite Index closing at 4015.75, down 2.48%, and the Shenzhen Component Index at 13824.35, down 2.69% [1] Individual Stock Performance - Aokema (600336) closed at 7.88, up 1.42% with a trading volume of 252,000 shares and a turnover of 202 million yuan - Midea Group (000333) closed at 77.85, up 0.34% with a trading volume of 345,900 shares and a turnover of 2.696 billion yuan - Gree Electric (000651) closed at 38.54, down 0.41% with a trading volume of 367,200 shares and a turnover of 1.424 billion yuan - Haier Smart Home (600690) closed at 25.00, down 0.44% with a trading volume of 471,000 shares and a turnover of 1.189 billion yuan - Deep Kangjia A (000016) led the decline, closing at 4.48, down 10.04% with a trading volume of 93,400 shares and a turnover of 41.824 million yuan [1] Capital Flow Analysis - The white goods sector saw a net inflow of 402 million yuan from institutional investors, while retail investors experienced a net outflow of 158 million yuan [1] - Midea Group had a net inflow of 508 million yuan from institutional investors, but a net outflow of 328 million yuan from retail investors [2] - Haier Smart Home recorded a net inflow of 29.328 million yuan from institutional investors, with a net outflow of 37.224 million yuan from retail investors [2] - Deep Kangjia A experienced a significant net outflow of 20.7661 million yuan from institutional investors, while retail investors had a net inflow of 15.3664 million yuan [2]

证券日报网讯1月29日，澳柯玛（600336）在互动平台回答投资者提问时表示，在今后工作中，公司管 理层也将继续勤勉尽责，以提升公司经营业绩、实现股东价值最大化为目标，努力推进各项生产经营工 作，以期能给广大投资者带来较好回报。 ...

证券代码：600336 证券简称：澳柯玛 公告编号：临2026-003 澳柯玛股份有限公司 关于为控股子公司提供担保的进展公告 担保对象及基本情况 | 被担保人名称 | 本次担保 | | 实际为其提供的 是否在前 担保余额（不含 期预计额 | | 本次担保 是否有反 | | --- | --- | --- | --- | --- | --- | | | 金额 | | | | | | | | | 本次担保金额） | 度内 | 担保 | | 青岛澳柯玛进出口 有限公司 | 12,000 万元 | 51,000 | 万元 | 是 | 否 | | 青岛澳柯玛环境科 技有限公司 | 2,200 万元 | 12,000 | 万元 | 是 | 是 | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 124,300 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 50.93 | | 特别风险提示（如有请勾选） | 担保金额（含本次）超过上市公司最近一 期经审计净资产 50% | | | □ ...

证券之星消息，1月28日白色家电板块较上一交易日下跌1.15%，澳柯玛领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。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) | | --- | --- | --- | --- | --- | --- | | 600983 | 惠而浦 | 10.85 | 0.74% | 6.65万 | 7184.73万 | | 002668 | TCL智家 | 9.95 | 0.00% | 8.85万 | 8790.47万 | | 000521 | 长虹美菱 | 6.64 | -0.15% | 8.36万 | 5551.03万 | | 000921 | 海信家电 | 23.62 | -0.51% | 9.54万 | 2.25亿 | | 000016 | 深康佳Ａ | 5.06 | -0.59% | 25.03万 | 1.27亿 | | 000333 | 美的集团 | 75.34 | -1.00% | 62.89万 | 47.59亿 | | 600690 | 海尔智家 | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000016 | 深康佳A | 5.09 | 0.59% | 27.19万 | 1.37亿 | | 001387 | 雪祺电气 | 14.79 | -0.14% | 3.46万 | 5045.36万 | | 000333 | 美的集团 | 76.10 | -0.33% | 32.58万 | 24.94亿 | | 600690 | 海尔智家 | 25.50 | -0.39% | - 34.94万 | 8.96亿 | | 000651 | 格力电器 | 38.91 | -0.41% | 46.12万 | 18.03亿 | | 600983 | 惠而浦 | 10.77 | -1.01% | 4.60万 | 4932.39万 | | 000521 | 长郎美菱 | 6.65 | -1.48% | 12.50万 | 8319.74万 | | 002668 | TCL智家 | 9.95 | -1.49% | 13.05万 | 1.30亿 | | 000921 ...

Core Viewpoint - Solid growth in core business is essential for companies to navigate through economic cycles [1] Performance Growth Highlights - **XianDao Intelligent (300450)**: Expected net profit of 150 million to 180 million, a year-on-year increase of 424.29% to 529.15% due to recovery in global battery demand and internal digital transformation [6] - **YongChuang Intelligent (603901)**: Expected net profit of 12.8 million to 15.5 million, a year-on-year increase of 721.57% to 894.86% driven by improved delivery efficiency and product structure optimization [7] - **DaoShi Technology (300409)**: Expected net profit growth of 206.01% to 269.76% due to increased production capacity and recovery in cobalt prices [8] - **FuDa Alloy (603049)**: Expected net profit growth of 119.14% to 219.95% supported by stable demand in power equipment and new energy sectors [9] - **ZhaoJin Gold (000506)**: Expected net profit of 12.2 million to 18.2 million, a turnaround from a loss of 127 million last year, driven by increased production and rising gold prices [10] - **SiTeWei (688213)**: Expected net profit of 97.635 million to 103.053 million, a year-on-year increase of 149% to 162% due to increased shipments of smartphone camera products [11] - **ZhongWei Semiconductor (688380)**: Expected net profit of around 28.4 million, a year-on-year increase of approximately 107.55% due to new product launches [12] - **Hunan Gold (002155)**: Expected net profit of 127 million to 160.8 million, a year-on-year increase of 50% to 90% driven by rising sales prices [13] - **NanFang Precision (002553)**: Expected net profit of 30 million to 37 million, a year-on-year increase of 1,130% to 1,417% due to investment project evaluations [14] - **Shanghai YiZhong (688091)**: Expected net profit of 6 million to 7 million, a year-on-year increase of 760.18% to 903.54% due to inclusion in the national medical insurance directory [15] - **RunTu Co., Ltd. (002440)**: Expected net profit of 60 million to 70 million, a year-on-year increase of 181.05% to 227.89% driven by improved operating profits [16] Major Performance Changes - **HeFu China (603122)**: Expected net loss of 36 million to 25 million, a shift from profit due to changes in the macro environment and industry policies [17] - **ChangJiu Logistics (603569)**: Expected net loss of 75 million to 50 million, a shift from profit due to asset impairment and operational challenges [18] - **ZhiChun Technology (603690)**: Expected net loss of 45 million to 30 million, a shift from profit due to increased competition and rising R&D costs [19] - **BaYi Steel (600581)**: Expected net loss of 205 million to 185 million, a shift from profit due to supply-demand imbalance in the steel industry [20] - **AoKeMa (600336)**: Expected net loss of 22 million to 17 million, a shift from profit due to increased competition in the home appliance sector [21] - **HuiDa Sanitary Ware (603385)**: Expected net loss of 21.6 million to 18 million, a shift from profit due to market demand decline [22] - **DongFeng Co. (600006)**: Expected net loss of 48 million to 39 million, a shift from profit due to competitive pressures in the commercial vehicle market [23] Industry Trend Analysis - **High Growth Industries**: Stable demand in new energy sectors benefits companies like FuDa Alloy [24] - **Performance Changes in Industries**: - New energy and lithium battery equipment sectors are experiencing explosive growth [25] - Gold and precious metals sectors are seeing significant profit improvements due to high prices [26] - Semiconductor and automotive electronics are benefiting from trends in smart vehicles [27] - Medical circulation is under pressure from cost control policies [28] - Logistics and transportation are facing profitability challenges due to falling prices [29] - Semiconductor equipment is experiencing short-term performance declines due to cyclical fluctuations [30] - Traditional manufacturing sectors like steel and home appliances are facing intensified competition [31]

证券之星消息，1月26日白色家电板块较上一交易日下跌0.69%，澳柯玛领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。白色家电板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600690 海尔智家 | | 1.19/Z | 8.16% | 346.59万 | 0.24% | -1.22 Z | -8.40% | | 000333 | 美的集团 | 1749.68万 | 0.48% | -3.58亿 | -9.85% | 3.40 Z | 9.37% | | 000921 | 海信家电 | 749.24万 | 2.39% | 1960.30万 | 6.25% | -2709.54万 | -8.64% | | 002668 | TCL智家 | 521.91万 | 3.41% | 904.19万 | 5.91% | -1426.11万 | -9 ...

Group 1 - Spot gold price has surpassed $5000 per ounce for the first time, with institutions predicting it could rise to $6600 [2] - The recent surge in gold prices is attributed to U.S. President Trump's policies reshaping international relations and investors fleeing sovereign bonds and foreign exchange markets [2] - Last week, gold prices increased by 8.5%, driven by a weakening dollar, which has made gold and silver cheaper for global buyers [2] Group 2 - In the past two weeks, stock ETFs have seen a net outflow of nearly 500 billion yuan, with significant redemptions in broad-based ETFs [3] - The trading volume of stock ETFs has surged, with some broad-based ETFs reaching record highs since their inception [3] Group 3 - The semiconductor sector in A-shares has been active in mergers and acquisitions, with several companies announcing related plans and progress [8] Group 4 - The commercial aerospace sector is experiencing a talent shortage, with investors with relevant experience being highly sought after [9] - The market is facing a significant gap in experienced commercial aerospace investors, leading firms to recruit candidates with adjacent experience [9] Group 5 - Global commodity markets are entering a new super cycle, with fund managers strategically increasing allocations to non-ferrous and chemical products [10] - Factors such as global monetary expansion, a credit crisis in the dollar, and geopolitical conflicts are contributing to this anticipated cycle [10]