南财智讯12月3日电，安孚科技公告，截至本公告披露日，公司股东秦大乾先生持有本公司无限售流通 股508.312万股，占本公司总股本比例1.97%。秦大乾先生将根据市场价格情况，自本公告披露之日起15 个交易日后的90日内通过上海证券交易所集中竞价方式拟减持公司股份数量不超过257.8247万股（即不 超过公司股份总数的1%）。本次减持原因为个人资金需求，减持股份来源为协议转让取得。公司表 示，本次减持计划的实施存在减持时间、减持数量、减持价格的不确定性，请广大投资者注意投资风 险。 ...

格隆汇12月3日｜安孚科技(603031.SH)公告称，股东秦大乾计划自公告披露之日起15个交易日后的90日 内，通过集中竞价方式减持公司股份不超过257.82万股（占公司总股本的1.00%），减持原因为个人资 金需求。减持期间为2025年12月25日至2026年3月24日，若公司股票停牌则相应顺延。 ...

安孚科技公告，股东秦大干持有公司无限售流通股508.31万股，占总股本1.97%；计划自本公告披露之 日起15个交易日后的90日内，通过上海证券交易所集中竞价方式减持不超过257.82万股，占公司股份总 数1.00%；减持原因为个人资金需求。 ...

Investment Rating - The report maintains a "Positive" outlook for the home appliance industry in China [5]. Core Viewpoints - The expectation of interest rate cuts by the Federal Reserve is likely to boost sales in the U.S. real estate chain, particularly in home appliances and power tools by 2026. The domestic subsidy effect is slowing down, making leading companies more stable. The long-term focus remains on overseas expansion, with companies that diversify their production capacity being favored [3][7]. - Leading companies exhibit higher operational efficiency and mature overseas production layouts, making them preferred choices for stable investments. Recommended stocks include Midea Group, Haier Smart Home, and Hisense Visual [3]. - The export market holds potential, with expectations of a valuation switch by 2026, particularly for Stone Technology [3]. - Companies with stable core business performance are expected to explore new growth avenues, with Anfu Technology being highlighted [3]. Summary by Sections Investment Suggestions and Targets - Investment suggestions include focusing on leading companies with higher operational efficiency and overseas production capabilities, which are expected to perform better under pressure from demand and cost [3][7]. - The report highlights the ongoing trend of white goods production, with a total of 30.18 million units produced in December, reflecting a year-on-year decline of 14.1%. The report anticipates that leading companies will gain market share despite challenges [7]. - The cleaning appliance sector is experiencing a trend of market concentration, with the top two companies increasing their market share significantly, indicating a shift towards leading brands [7].

Core Insights - The battery sector experienced a rise of 1.11% on the previous trading day, with Wanrun New Energy leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Battery Sector Performance - Wanrun New Energy (688275) saw a significant increase of 16.88%, closing at 91.55, with a trading volume of 159,900 shares and a transaction value of 1.412 billion yuan [1] - Hunan Youneng (301358) rose by 11.01% to close at 76.51, with a trading volume of 349,700 shares and a transaction value of 2.589 billion yuan [1] - Fengyuan Co., Ltd. (002805) increased by 10.01%, closing at 20.34, with a trading volume of 364,900 shares and a transaction value of 709 million yuan [1] - Other notable performers included Binhai Energy (000695) up 10.00%, Honggong Technology (301662) up 8.81%, and Jiao Cheng Ultrasonic (688392) up 7.66% [1] Capital Flow Analysis - The battery sector saw a net inflow of 1.23 billion yuan from main funds, while retail investors experienced a net outflow of 1.441 billion yuan [2] - The overall capital flow indicates a strong interest from institutional investors despite the outflow from retail investors [2]

Core Viewpoint - The retail sector in the A-share market is experiencing significant gains, driven by a new implementation plan aimed at enhancing consumer goods supply and demand compatibility, with ambitious targets set for 2027 [1] Group 1: Market Performance - Retail stocks such as Maoye Commercial, Guangbai Shares, and Xinhua Du have reached the daily limit of 10% increase [1] - Anfu Technology has risen over 7%, Dongbai Group over 5%, and Baida Group over 4% [1] Group 2: Policy Impact - The Ministry of Industry and Information Technology, along with other departments, has jointly issued a plan to promote consumption [1] - The plan aims for a significant optimization of the consumer goods supply structure by 2027, targeting the formation of three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [1] - The initiative also focuses on creating high-quality consumer goods with cultural significance that are globally recognized [1]

（文章来源：证券日报） 证券日报网讯 11月25日晚间，安孚科技发布公告称，近日，公司已在合肥市市场监督管理部门办理完 成了相关工商变更登记及修订后的《公司章程》的备案工作。 ...

安徽安孚电池科技股份有限公司（以下简称"公司"）于 2025 年 10 月 31 日召开第五届董事会第十八次会议，审议通过了《关于取消监事会并修订<公司 章程>的议案》，并提请股东大会授权董事会或董事会授权代表办理相关工商变 更登记手续；公司于 2025 年 11 月 17 日召开 2025 年第四次临时股东会，审议通 过了上述议案。具体内容详见公司于 2025 年 11 月 1 日和 2025 年 11 月 18 日在 上海证券交易所网站（www.sse.com.cn）披露的相关公告。 近日，公司已在合肥市市场监督管理部门办理完成了相关工商变更登记及修 订后的《公司章程》的备案工作。 特此公告。 安徽安孚电池科技股份有限公司董事会 证券代码：603031 股票简称：安孚科技 编号：2025-089 安徽安孚电池科技股份有限公司 关于完成工商变更登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2025 年 11 月 26 日 ...

（编辑 姚尧） 证券日报网讯 安孚科技11月24日在互动平台回答投资者提问时表示，为保护全体股东权益，确保所有 投资者平等获悉公司信息，根据信息披露公平原则，公司选择在年度报告、半年度报告及季度报告中披 露对应期末时点的股东人数信息。 ...

华安证券股份有限公司 安徽安孚电池科技股份有限公司 重大资产购买实施情况 之 独立财务顾问核查意见 签署日期：二〇二五年十一月 独立财务顾问声明与承诺 华安证券股份有限公司（以下简称"本独立财务顾问"）受安徽安孚电池科 技股份有限公司（以下简称"安孚科技"或"上市公司"）委托，担任上市公司 发行股份及支付现金购买资产并募集配套资金暨关联交易之独立财务顾问，并出 具本独立财务顾问核查意见。 本独立财务顾问核查意见系依据《中华人民共和国公司法》《中华人民共和 国证券法》《上市公司重大资产重组管理办法》《上市公司并购重组财务顾问业务 管理办法》《公开发行证券的公司信息披露内容与格式准则第 26 号——上市公司 重大资产重组》《上市公司监管指引第 9 号——上市公司筹划和实施重大资产重 组的监管要求》和《上海证券交易所上市公司重大资产重组审核规则》等法律法 规及文件的规定和要求，以及证券行业公认的业务标准、道德规范，经审慎调查， 本着诚实守信和勤勉尽责的态度，就本次交易认真履行尽职调查义务，在审慎核 查各方所提供的相关资料并充分了解本次交易行为的基础上出具的，旨在就本次 交易行为做出独立、客观和公正的评价，以供安孚科 ...