2025年上半年公司营业收入为567.05亿元，营业收入增长率为10.28%，归属母公司净利润为5.01亿元， 归属母公司净利润增长率为78.60%。 同壁财经讯，企查查数据显示，根据《绵阳市经济和信息化局绵阳市中小企业数字化转型城市试点平台 服务中标（成交）结果公告》，四川长虹电器股份有限公司于2026年1月21日公告中标绵阳市经济和信 息化局采购项目，中标金额为445.50万元。 相关上市公司：四川长虹(600839.SH) 同壁财经小贴士： 四川长虹（600839.SH）2024年营业收入为1036.91亿元，营业收入增长率为6.40%，归属母公司净利润 为7.04亿元，归属母公司净利润增长率为2.30%，净资产收益率为4.87%。 同壁财经小贴士： 四川长虹（600839.SH）2024年营业收入为1036.91亿元，营业收入增长率为6.40%，归属母公司净利润 为7.04亿元，归属母公司净利润增长率为2.30%，净资产收益率为4.87%。 2025年上半年公司营业收入为567.05亿元，营业收入增长率为10.28%，归属母公司净利润为5.01亿元， 归属母公司净利润增长率为78.60%。 目前公司属 ...

Market Performance - The black home appliance sector increased by 1.96% on January 21, with Sichuan Changhong leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Stock Performance - Sichuan Changhong (600839) closed at 10.93, up 3.50%, with a trading volume of 4.24 million shares and a turnover of 4.617 billion [1] - Other notable stocks include: - Non-Ferrous Shares (002429) at 9.23, up 2.33%, with a turnover of 1.087 billion [1] - Hisense Visual (600060) at 24.48, up 1.92%, with a turnover of 504 million [1] - Skyworth Digital (000810) at 12.30, up 1.32%, with a turnover of 490 million [1] Capital Flow - The black home appliance sector saw a net inflow of 226 million from main funds, while retail funds experienced a net outflow of 45.81 million [1] - Main fund inflows for Sichuan Changhong amounted to 238 million, representing 5.15% of its trading volume [2] - Retail investors showed a net outflow of 1.21 million from Sichuan Changhong, indicating a mixed sentiment among retail investors [2]

Group 1 - Company X is a core supplier in Apple's supply chain, focusing on RF components and electromagnetic shielding products, deeply integrated with Apple's antenna and wireless charging module needs [1] - The company is actively expanding into automotive electronics, developing in-vehicle wireless charging and communication modules to smooth out fluctuations in the consumer electronics cycle [1] - As Apple increases its demand for intelligent and integrated terminal devices, the company's technological accumulation in the RF field is expected to translate into order advantages [1] Group 2 - Company Y indirectly enters Apple's supply chain through subsidiaries, primarily providing display modules and power management components for smart TVs [2] - The company is accelerating its "home appliance + IoT" strategy, creating multi-scenario smart terminal collaborative solutions around the Apple ecosystem [2] - The trend of integration between consumer electronics and home appliances provides new business extension opportunities for the company [2] Group 3 - Company Z focuses on the development and manufacturing of automated testing equipment, covering performance testing for core components like Apple chips and camera modules [3] - The company's equipment has achieved industry-leading precision and stability, enabling rapid response to Apple's new product testing needs [3] - The company is actively expanding into the semiconductor testing equipment field to break through the limitations of the single consumer electronics market [3] Group 4 - Company A specializes in precision screen printing equipment, providing production equipment for circuit board printing and component packaging for Apple [4] - The company's equipment meets Apple's stringent manufacturing requirements in terms of precision, efficiency, and stability [4] - As the Apple supply chain upgrades to high-end manufacturing, the company is expected to benefit from equipment renewal demands [4] Group 5 - Company B provides high-performance copper foil materials for Apple's circuit boards and battery current collectors, leveraging a complete copper processing industry chain [5] - The company is increasing R&D investment in ultra-thin copper foil to meet Apple's material upgrade needs amid the trend of lightweight consumer electronics [5] - The growing demand for copper foil in the electric vehicle sector also brings new revenue growth for the company [5] Group 6 - Company C is a long-standing supplier in Apple's supply chain, focusing on diodes and other semiconductor discrete devices widely used in Apple's power management and signal transmission modules [6] - The company is expanding its automotive-grade device business to enhance its risk resistance amid industry cycle fluctuations [6] - Investment in the R&D of third-generation semiconductor devices is expected to open up long-term growth opportunities for the company [6] Group 7 - Company D specializes in functional structural components for consumer electronics, providing battery protection boards and heat dissipation modules for Apple [7] - The company's products meet Apple's design requirements for lightweight and integrated solutions through precision stamping and injection molding technology [7] - The company is positioning itself in the wearable devices and smart home sectors to seize growth opportunities in niche markets [7] Group 8 - Company E provides high-performance aluminum alloy materials for Apple's terminal devices, achieving industry-leading strength and lightweight standards [9] - The company continuously optimizes product competitiveness through technological iterations to meet Apple's increasing material performance requirements [9] - The demand for aluminum alloy materials in the electric vehicle sector also presents new growth opportunities for the company [9] Group 9 - Company F focuses on magnesium alloy materials, providing lightweight structural solutions for Apple [10] - The company leverages its R&D and large-scale production capabilities in magnesium alloys to gain more market share in Apple's supply chain [10] - The company is also accelerating its layout in the electric vehicle sector for magnesium alloy applications, creating a second growth curve [10] Group 10 - Company G, as a core authorized distributor for Apple, utilizes a nationwide offline channel network for the distribution and retail of Apple products [11] - The company is promoting a new retail model that integrates online and offline channels to enhance user experience and operational efficiency [11] - Its deep cooperative relationship with Apple serves as a core barrier in the competitive landscape [11] Group 11 - Company H provides chip packaging and testing services for Apple, covering core components like RF chips and storage chips [12] - The company maintains a significant position in Apple's supply chain due to its advanced packaging technology and large-scale manufacturing capabilities [12] - The company is accelerating its layout in automotive-grade chip packaging to adapt to industry structural changes [12] Group 12 - Company I participates in Apple's supply chain through air logistics services, ensuring efficient and safe delivery of core components globally [13] - The company has a robust air freight network and customized logistics solutions to support Apple's supply chain resilience [13] - The company is also expanding its cross-border e-commerce logistics business to enhance business diversification [13] Group 13 - Company J provides brand marketing services for Apple, focusing on offline event planning and content dissemination [14] - The company leverages its marketing experience and creativity to effectively communicate Apple's brand value [14] - The trend of content and scenario-based marketing in consumer electronics allows the company to create immersive marketing experiences for Apple [14] Group 14 - Company K offers communication network optimization services for Apple, ensuring stable network operations for Apple stores and data centers [15] - The company can quickly respond to Apple's network needs, supporting user experience upgrades [15] - The company is enhancing its service capabilities through technological upgrades in the context of 5G and IoT technology proliferation [15] Group 15 - Company L provides acoustic components for Apple, primarily used in audio output modules for devices like iPhones and headphones [16] - The company continuously optimizes its acoustic solutions through R&D investments to enhance product value [16] - The company is expanding into smart speakers and automotive acoustic businesses to unlock new growth opportunities [16] Group 16 - Company M specializes in precision metal structural components for Apple, providing essential parts like frames and brackets [18] - The company achieves industry-leading precision and consistency through advanced processing technology and large-scale manufacturing capabilities [18] - The company is also expanding into the electric vehicle structural component business to mitigate fluctuations in the consumer electronics cycle [18] Group 17 - Company N provides market research and data analysis services to support Apple's decision-making, focusing on user behavior research and product experience optimization [19] - The company utilizes a professional research team and big data technology to provide precise market insights for Apple [19] - In the context of intensified competition in the consumer electronics market, the company helps Apple enhance user stickiness and market share through in-depth data analysis [19] Group 18 - Company O supplies acoustic terminal products like headphones to Apple, meeting the ecological standards for sound quality and wearing experience [20] - The company continuously optimizes product performance through technological upgrades to expand application scenarios within Apple's ecosystem [20] - The company is also developing acoustic solutions for smart wearable devices to create long-term growth momentum [20] Group 19 - Company P provides deep processing glass technology for Apple, supplying display and structural glass for terminal devices [21] - The company's products achieve industry-leading strength and optical performance, aligning with Apple's requirements for product appearance and durability [21] - The trend of upgrading consumer electronics glass to larger sizes and higher transparency drives the company to continuously enhance its competitiveness [21] Group 20 - Company Q offers vacuum coating equipment for Apple, primarily used for surface treatment of screens and structural components [22] - The company's equipment meets Apple's manufacturing needs in terms of coating precision and stability [22] - The company helps Apple achieve differentiated competition through equipment technology iterations amid trends of upgrading appearance and performance in consumer electronics [22] Group 21 - Company R provides communication chips and modules for Apple, mainly used in smart home devices for connectivity [23] - The company's products meet Apple's ecological standards in terms of stability and compatibility [23] - The company is also expanding into automotive-grade communication chip business to unlock new growth opportunities [23] Group 22 - Company S specializes in machine vision inspection equipment for Apple, providing solutions for appearance and performance testing of terminal devices [24] - The company's equipment achieves industry-leading precision and efficiency through advanced visual algorithms and optical technology [24] - The company continuously enhances its inspection capabilities through equipment iterations, deeply participating in Apple's quality control system [24] Group 23 - Company T supplies environmentally friendly synthetic leather materials for Apple, used in accessories and smart device exterior components [25] - The company's products meet Apple's design requirements in terms of environmental friendliness and texture [25] - The trend of green and low-carbon transformation in consumer electronics drives the company to continuously optimize product performance through material innovation [25] Group 24 - Company U provides offline home furnishing showrooms for Apple, showcasing and selling smart home products [26] - The company helps Apple reach a broader family user base through its nationwide channel network [26] - The acceleration of the smart home ecosystem's implementation allows the company to enhance market penetration for Apple's smart home products [26] Group 25 - Company V offers supply chain logistics services for Apple, primarily handling warehousing and distribution of components [27] - The company ensures efficient operation of Apple's supply chain through intelligent logistics systems and customized solutions [27] - The company enhances logistics resilience to help Apple cope with uncertainties amid global supply chain restructuring [27] Group 26 - Company W provides display testing equipment for Apple, focusing on performance and defect detection of terminal screens [28] - The company's equipment meets Apple's high standards in precision and stability through advanced testing technology and algorithm capabilities [28] - The company continuously enhances its testing capabilities through equipment iterations, deeply participating in Apple's product quality control [28] Group 27 - Company X provides semiconductor packaging and module manufacturing services for Apple, covering core components like RF chips and power management chips [29] - The company maintains a significant position in Apple's supply chain due to its advanced manufacturing technology and large-scale capacity [29] - The company is accelerating its layout in automotive-grade chip business to adapt to industry structural changes [29] Group 28 - Company Y provides automated assembly equipment for Apple, primarily used in the precision assembly of terminal devices [30] - The company's equipment meets Apple's manufacturing needs in terms of efficiency and stability through advanced automation technology [30] - The company continuously enhances its assembly capabilities through equipment iterations, deeply participating in Apple's production system [30] Group 29 - Company Z provides functional testing fixtures and automation equipment for Apple, focusing on performance testing and validation of terminal devices [31] - The company's products meet Apple's high standards in precision and reliability through a professional R&D team and manufacturing capabilities [31] - The company supports Apple's efficient product launches by quickly responding to customer needs amid the accelerated pace of consumer electronics iteration [31] Group 30 - Company A provides precision functional structural components for Apple, primarily used in internal components of devices like iPhones and iPads [32] - The company's products meet Apple's design requirements in terms of stability and integration through mature manufacturing processes and quality control [32] - The company is also expanding into the electric vehicle structural component business to unlock new growth opportunities [32] Group 31 - Company B supplies rare earth permanent magnet materials for Apple, used in components like vibration motors and sensors [33] - The company's materials meet Apple's technical requirements in terms of magnetic performance and stability through advanced rare earth processing technology [33] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance through material innovation [33] Group 32 - Company C provides quartz crystal components for Apple, primarily used in clock and frequency control modules of terminal devices [34] - The company's products meet Apple's high standards in precision and stability through mature crystal manufacturing technology [34] - The trend of high-frequency and high-speed upgrades in consumer electronics drives the company to continuously optimize product performance [34] Group 33 - Company D provides display touch modules for Apple, primarily used in screen components of iPhones and iPads [35] - The company's products meet Apple's ecological standards in terms of touch sensitivity and display quality through advanced display technology and manufacturing capabilities [35] - The trend of flexible and high-refresh-rate upgrades in display technology drives the company to continuously enhance module performance [35] Group 34 - Company E, as a core strategic supplier for Apple, specializes in precision connectors and modules widely used in devices like iPhones and headphones [37] - The company occupies a core position in Apple's supply chain due to its full industry chain layout and large-scale manufacturing capabilities [37] - The company is accelerating its layout in automotive electronics to create a long-term growth engine [37] Group 35 - Company F provides rare earth permanent magnet materials for Apple, used in components like motors and sensors [38] - The company's materials meet Apple's high standards in terms of performance and consistency through advanced rare earth permanent magnet technology [38] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [38] Group 36 - Company G provides display solutions for Apple, primarily used in brand display and interactive experience scenarios in Apple stores [39] - The company leverages advanced display technology and creativity to create immersive brand communication scenarios for Apple [39] - The trend of scenario-based marketing in consumer electronics allows the company to continuously enhance its service capabilities and strengthen its partnership with Apple [39] Group 37 - Company H provides functional film materials and automation equipment for Apple, primarily used in screen protection and assembly processes [40] - The company's products meet Apple's design requirements in terms of protection performance and fitting precision through advanced film material R&D and manufacturing capabilities [40] - The trend of lightweight upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [40]

Core Insights - The main focus of the news is on the significant inflow of capital into various stocks, highlighting the top 20 stocks with the highest capital inflow as of January 20, with specific amounts listed for each company [1][2][3] Group 1: Stock Performance - China Power Construction saw a capital inflow of 690 million yuan with a price increase of 6.85% [2] - Shanghai Electric experienced a capital inflow of 624 million yuan and a price increase of 8.22% [2] - Contemporary Amperex Technology reported a capital inflow of 509 million yuan with a modest price increase of 0.34% [2] - China Duty Free Group had a capital inflow of 460 million yuan and a price increase of 2.74% [2] - Sanzi Gaoke recorded a capital inflow of 441 million yuan with a price increase of 6.1% [2] Group 2: Industry Insights - The engineering sector, represented by China Power Construction, is showing strong investor interest with significant capital inflow [2] - The electric power industry, highlighted by Shanghai Electric, is also attracting substantial investments [2] - The battery industry, represented by Contemporary Amperex Technology, is experiencing steady capital inflow despite a small price increase [2] - The tourism and liquor sector, represented by China Duty Free Group, is seeing positive capital movement [2] - The automotive parts sector, represented by Sanzi Gaoke, is gaining traction with notable capital inflow [2]

责任编辑：小浪快报 嘉实中证全指家用电器指数发起式A（018564）成立日期2023年6月1日，最新规模1494.4万。今年以来 收益4.23%，同类排名3286/5542；近一年收益18.31%，同类排名3478/4235；成立以来收益40.71%。 嘉实中证全指家用电器指数发起式A（018564）基金经理为刘珈吟。 截至发稿，刘珈吟累计任职时间9年305天，现任基金资产总规模2257.44亿元，任职期间最佳基金回报 150.28%， 任职期间最差基金回报-31.37%。 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。 1月20日，四川长虹涨5.91%，截至发稿，报10.76元/股，成交26.89亿元，换手率5.60%，总市值496.71 亿元。 资料显示，四川长虹电器股份有限公司位于四川省绵阳市高新区绵兴东路35号，成立日期1993年4月8 日，上市日期1994年3月11日，公司主营业务涉及主营"以电视、冰箱(柜)、家用空调、洗衣机、扫地机 器人、智能盒子等为代表的消 ...

富国中证全指家用电器ETF（561120）成立日期2022年1月25日，最新规模1.24亿。今年以来收益 4.36%，同类排名3206/5542；近一年收益20.35%，同类排名3363/4235；成立以来收益45.16%。 富国中证全指家用电器ETF（561120）基金经理为牛志冬。 截至发稿，牛志冬累计任职时间10年256天，现任基金资产总规模248亿元，任职期间最佳基金回报 145.42%， 任职期间最差基金回报-88.81%。 1月20日，四川长虹涨5.91%，截至发稿，报10.76元/股，成交26.89亿元，换手率5.60%，总市值496.71 亿元。 资料显示，四川长虹电器股份有限公司位于四川省绵阳市高新区绵兴东路35号，成立日期1993年4月8 日，上市日期1994年3月11日，公司主营业务涉及主营"以电视、冰箱(柜)、家用空调、洗衣机、扫地机 器人、智能盒子等为代表的消费电器业务,以冰箱压缩机为代表的部品业务,以ICT产品分销和专业ICT解 决方案提供为代表的ICT综合服务业务,以电子制造(EMS)为代表的精益制造服务业务以及其他相关特种 业务"等。主营业务收入构成为：ICT产品与服务34.7 ...

Market Overview - The black home appliance sector increased by 0.44% on January 19, with *ST Gauss leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Stock Performance - *ST Gauss (002848) closed at 11.93, up 5.02% with a trading volume of 67,800 shares and a turnover of 78.41 million yuan [1] - Non-Chi (002429) closed at 9.40, up 2.29% with a trading volume of 1.8684 million shares and a turnover of 1.717 billion yuan [1] - Other notable stocks include Tongzhou Electronics (002052) at 12.93, up 0.94%, and Hisense Visual (600060) at 23.61, up 0.81% [1] Capital Flow - The black home appliance sector experienced a net outflow of 148 million yuan from main funds, while retail investors saw a net inflow of 140 million yuan [1] - The detailed capital flow indicates that Non-Chi had a main fund net inflow of 14.04 million yuan, while *ST Gauss had a net inflow of 8.06 million yuan [2] - Conversely, Sichuan Changhong (600839) faced a significant main fund net outflow of 121 million yuan [2]

Group 1 - The core viewpoint of the articles highlights the collaboration between Changhong and the International Ski Federation (FIS) in promoting winter sports through technology integration, showcasing a blend of sports and technology at the Women's Ski Jumping World Cup [1][3][6] - Changhong has progressively deepened its partnership with FIS, evolving from a collaboration in 2023 to becoming the official partner and title sponsor for the Ski Jumping World Cup over three seasons, reflecting a commitment to the national initiative of engaging 300 million people in winter sports [3][6] - The presence of Changhong's panda IP mascot at the event and the introduction of AI home appliances, such as the AI TV and Pro shared air conditioner, illustrate the company's strategy to connect sports events with everyday life, enhancing the spectator experience [3][4] Group 2 - Changhong's involvement in international events extends beyond domestic boundaries, as demonstrated by its participation in the Zakopane event in Poland, where it showcased key products like Mini QLED TVs and smart washing machines, enhancing its influence in overseas markets [5] - The partnership with FIS encompasses 74 events across 24 countries, creating a win-win scenario for both sports and technology sectors, while also promoting the visibility of Chinese manufacturing on a global scale [6] - Changhong's approach to integrating technology with sports not only serves to elevate its brand but also contributes to the growth of the ice and snow economy, aligning with the trends of consumption upgrades and international marketing for Chinese brands [6]

Core Viewpoint - Sichuan Changhong (600839) has developed the Changhong Yunfan AI model, which is the first AI model in the home appliance sector to be officially registered by the state, focusing on smart home appliances [1] Group 1: Product Development - The Changhong Yunfan AI model is an evolution of the Changhong Super Brain, primarily applied to televisions, marking the transition from traditional smart TVs to AI TVs [1] - The AI model enhances voice interaction, personalization, and audio-visual search capabilities, enabling complex task reasoning and orchestration [1] Group 2: User Experience - The implementation of the AI model allows for "one-sentence control," significantly improving user experience [1] - The model expands the depth of information on encyclopedic knowledge and current life topics, positioning the television as a smart center in the living room [1]

申万宏源证券承销保荐有限责任公司关于四川长虹电器股份有 限公司股权分置改革 2025 年年度保荐工作报告书 本保荐机构保证本保荐工作报告书内容的真实、准确和完整。 一、四川长虹股权分置改革方案的相关情况 （一）基本情况 1、四川长虹股改方案为：非流通股东向流通股东按每 10 股流通股获送 3.4 股的比例送股安排对价，对价安排的股份总数为 323,476,797 股，其中第一大股 东四川长虹电子集团有限公司（现已更名为"四川长虹电子控股集团有限公司"， 下称"长虹集团"）按照高于其他非流通股股东安排对价的比例向流通股股东送 股。即长虹集团向流通股股东送出股份 312,027,308 股，送出率为每 10 股非流 通股送出 2.69 股；除长虹集团以外的其他非流通股股东向流通股股东送出股份 11,449,489 股，送出率为每 10 股非流通股送出 2.20 股。 股改方案于 2006 年 3 月 20 日经公司 2006 年第一次临时股东大会暨相关股 东会议审议通过，以 2006 年 4 月 10 日作为股权登记日实施，于 2006 年 4 月 12 日实施后首次复牌。 2、公司股改实施时间为：2006 年 ...