格隆汇1月15日丨华翔股份(603112.SH)公布，2026年1月15日，公司收到山西临汾华翔实业有限公司 （以下简称"华翔实业"）出具的《关于权益变动触及1%刻度的告知函》，华翔实业于2026年1月14日至 2026年1月15日期间，通过集中竞价和大宗交易方式减持其持有的华翔股份10,722,374股，其持股比例由 55.00%减少至53.01%，权益变动触及1%刻度。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月15日，华翔股份收涨1.49%，收盘价为19.69元，发生33笔大宗交易，合计成交量601.18万股，成交 金额1.06亿元。 第1笔成交价格为17.65元，成交12.70万股，成交金额224.16万元，溢价率为-10.36%，买方营业部为机 构专用，卖方营业部为国泰海通证券股份有限公司太原长治路证券营业部。 第2笔成交价格为17.65元，成交12.00万股，成交金额211.80万元，溢价率为-10.36%，买方营业部为国 泰海通证券股份有限公司总部，卖方营业部为国泰海通证券股份有限公司太原长治路证券营业部。 第3笔成交价格为17.65元，成交23.00万股，成交金额405.95万元，溢价率为-10.36%，买方营业部为华 泰证券股份有限公司深圳后海中心路证券营业部，卖方营业部为国泰海通证券股份有限公司太原长治路 证券营业部。 第4笔成交价格为17.65元，成交11.40万股，成交金额201.21万元，溢价率为-10.36%，买方营业部为华 鑫证券有限责任公司深圳分公司，卖方营业部为国泰海通证券股份有限公司太原长治路证券营业部。 第 ...

1月15日，华翔股份大宗交易成交601.18万股，成交额1.06亿元，占当日总成交额的24.33%，成交价17.65元，较市场收盘价19.69元折价10.36%。 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-15 | 华翔股份 | 603112 | 17.65 | 799.55 | 45.3 | 公司北京正规语案 | 有限公司 | | 2026-01-15 | 表翔股份 | 603112 | 17.65 | 635.4 | 36 | 厂友 北京股份有限 | 有限公司关原长治 | | 2026-01-15 | 华翔股份 | 603112 | 17.65 | 582.45 | 33 | 人喜生森版分有限 | 有限公司大 | | 2026-01-15 | 华翔股份 | 603112 | 17.65 | 501.26 | 28.4 | 公司北京暂分宜限 | 有限公司关原长治 | | 2026-01-15 | ...

Group 1: Report Industry Investment Rating - No information provided on the report industry investment rating Group 2: Core View of the Report - The report regularly tracks the latest private exchangeable bond (private EB) projects from public channels, covering basic elements and updates on project progress. It emphasizes that private issuance terms may change, and the final prospectus should be referred to, and the issuance progress should be consulted with the relevant lead underwriters [1] Group 3: Summary by Relevant Content New Project Information This Week - The 2025 non - publicly issued exchangeable corporate bond project of Shanxi Transportation Development and Investment Group Co., Ltd. for professional investors was approved by the exchange, with an intended issuance scale of 200 million yuan, the underlying stock being Huaxiang Co., Ltd. (603112.SH), the lead underwriter being Zhongde Securities, and the exchange update date being January 9, 2026 [1] - The 2025 non - publicly issued exchangeable corporate bond project of Fuda Holding Group Co., Ltd. for professional investors was approved by the exchange, with an intended issuance scale of 1.2 billion yuan, the underlying stock being Fuda Co., Ltd. (603166.SH), the lead underwriter being Zhongde Securities, and the exchange update date being January 5, 2026 [1] Overall Project Status (Table 1) - Multiple projects have passed the exchange review, including those of Nanshan Group Co., Ltd., Jiangsu Guotai International Group Co., Ltd., etc., with different issuance scales, underlying stocks, lead underwriters, and update dates [3] - Some projects are in the "already feedback" status, such as those of Hainan农垦 Investment Holdings Group Co., Ltd., Haixia Innovation Internet Co., Ltd., etc. [3] - One project of Northern Lingyun Industry Group Co., Ltd. is in the "already accepted" status [3]

Investment Rating - The report maintains a positive outlook on the home appliance sector, highlighting the potential for growth in leading companies due to their low valuations, high dividends, and stable growth attributes [6]. Core Insights - The home appliance sector has shown mixed performance, with air conditioning sales declining significantly while washing machine exports continue to grow. The report emphasizes the resilience of leading brands in navigating market challenges and capitalizing on emerging opportunities [5][6]. - The report identifies three main investment themes: the undervaluation and growth potential of leading white and black appliance companies, the technological advancements in core component manufacturers, and the strong demand for small appliances in international markets [6]. Summary by Sections Air Conditioning - In November 2025, the air conditioning industry produced 10.577 million units, a year-on-year decrease of 36.7%. Total sales reached 10.492 million units, down 31.8%, with domestic sales falling by 39.8% and exports declining by 25.6%. Midea led the market with a 36.2% share, followed by Gree at 19.5% [2][41]. Refrigerators - The refrigerator sector saw a slight overall decline, with production at 8.257 million units, down 3.9% year-on-year. Sales totaled 8.0531 million units, a decrease of 2.99%. Domestic sales dropped by 15.59%, while exports increased by 10.04% [2][43]. Washing Machines - The washing machine industry experienced growth, with production reaching 8.605 million units, up 8.2% year-on-year. Sales were 8.4619 million units, an increase of 7.61%. Domestic sales fell by 5.47%, but exports surged by 23.31% [3][47]. Industry Dynamics - Notable developments include the CES debut of the G-Rover robot vacuum by Stone Technology, showcasing innovative cleaning technology, and the acquisition of subsidiaries by Kaineng Health, indicating strategic expansion efforts [5][12][13]. Component Data - In November 2025, the sales of rotary compressors decreased by 13.6%, while the sales of refrigerator compressors increased by 7.2%. The report highlights the contrasting performance of different components within the appliance sector [23][32].

Core Viewpoint - The stock price of Huaxiang Co., Ltd. has increased by 1.67% to 17.66 yuan as of January 9, 2026, with a market capitalization of 9.539 billion yuan, ranking 6th in the home appliance components sector and 2117th in the A-share market [1]. Group 1: Company Announcements - The company announced the continuation of using up to 55 million yuan of idle convertible bond fundraising for cash management, with an authorization period of 12 months [1]. - No new financial products were purchased or redeemed between December 1 and December 31, 2025, with a maximum single-day investment in government bond reverse repos reaching 163.933 million yuan and total earnings of 1.659 million yuan over the past 12 months [1]. - As of the reporting period, the company has utilized 34.554 million yuan of its financial management quota, leaving a remaining quota of 20.446 million yuan [1]. Group 2: Shareholder Activities - The company’s shareholder, Shanxi Transportation Development Investment Group Co., Ltd., received a no-objection letter from the Shanghai Stock Exchange to issue up to 200 million yuan of exchangeable bonds aimed at professional investors, which will be listed on the exchange [1]. - The bond issuance will be underwritten by Zhongde Securities Co., Ltd. and will be conducted in installments, required to be completed within 12 months [1]. - As of the announcement date, Shanxi Transportation holds 45,375,000 shares of the company, accounting for 8.40% of the total share capital [1].

山西华翔集团股份有限公司 证券代码：603112 证券简称：华翔股份 公告编号：2026-002 山西华翔集团股份有限公司董事会 关于持股 5%以上股东非公开发行可交换公司债券 2026 年 1 月 10 日 获得上海证券交易所无异议函的公告 截至本公告日，山西交投直接持有公司 45,375,000 股股份，占公司总股本 比例为 8.40%。 公司将严格按照相关监管规定，密切关注山西交投本次可交换债券发行进 展，并依法履行信息披露义务。 特此公告。 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。 山西华翔集团股份有限公司（以下简称"公司"）于近日收到公司股东山 西省交通开发投资集团有限公司（以下简称"山西交投"）通知，山西交投已 获得上海证券交易所（以下简称"上交所"）出具的《关于对山西省交通开发 投资集团有限公司非公开发行科技创新可交换公司债券挂牌转让无异议的函》 （上证函〔2026〕74 号），山西交投面向专业投资者非公开发行科技创新可交 换公司债券符合上交所挂牌转让条件，上交所对其挂牌转让无异议，并在函中 就相关事项明确 ...

Core Viewpoint - Huaxiang Co., Ltd. (603112) reported a closing price of 17.34 yuan as of January 5, 2026, reflecting a decrease of 0.17% from the previous trading day, with a total market capitalization of 9.367 billion yuan [1] Group 1: Stock Performance - The stock opened at 17.37 yuan, reached a high of 17.48 yuan, and a low of 17.28 yuan on the same day [1] - The trading volume amounted to 107 million yuan, with a turnover rate of 1.22% [1] Group 2: Financial Management - The company announced that Shanxi Huaxiang Group Co., Ltd. approved the continued use of up to 55 million yuan of idle convertible bond funds for cash management, with an authorization period of 12 months [1] - From December 1 to December 31, 2025, the company did not purchase any new financial products or conduct any redemption operations [1] - Over the past 12 months, the company invested a maximum of 163.933 million yuan in treasury bond reverse repos, yielding a total return of 1.659 million yuan, with an outstanding amount of 34.554 million yuan as of the reporting period [1] - The total amount used for financial management is 34.554 million yuan, leaving a remaining balance of 20.446 million yuan [1]

证券代码：603112 证券简称：华翔股份 公告编号：2026-001 山西华翔集团股份有限公司 关于使用部分闲置募集资金进行现金管理的 进展及赎回公告 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。 重要内容提示： 本统计区间内未购买新理财产品。 委托理财赎回情况 本统计区间内无赎回。 相关审议程序 山西华翔集团股份有限公司（以下简称"公司"） 于 2025 年 12 月 4 日召 开第三届董事会第三十五次会议，审议通过了《关于继续使用部分闲置募集资 金进行现金管理的议案》。为继续保持公司募集资金的使用效率，在不影响募 集资金投资项目建设进程和资金安全的前提下，同意公司对总额不超过人民币 5,500 万元（含）的暂时闲置可转债募集资金进行现金管理，现金管理授权期限 为自董事会审议通过之日起 12 个月内。保荐机构对本事项出具了明确的核查意 见。 本次公告统计期间：2025 年 12 月 1 日——2025 年 12 月 31 日 委托理财进展情况 一、本次委托理财进展概况 本统计区间内未购买新理财产品。 二、本次使用募集资金 ...

山西华翔集团股份有限公司 关于部分募集资金投资项目延期的公告 证券代码：603112 证券简称：华翔股份 公告编号：2025-134 履行的程序：2025 年 12 月 31 日，山西华翔集团股份有限公司（以下简 称"公司"或"华翔股份"）召开第三届董事会第三十七次会议，审议通过《关 于部分可转债募投项目延期的议案》，同意公司将"机加工扩产升级及部件产业 链延伸项目"、"铸造产线智能化升级与研发能力提升项目"达到预定可使用状 态的日期延长至 2026 年 4 月，保荐机构对此事项发表了明确同意的核查意见。 根据《上市公司募集资金监管规则》等有关规定，本事项无需提交股东会审议。 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。 重要内容提示： 本次延期的募投项目：根据可转债募集资金实际使用和募投项目实施情 况，公司审慎分析，拟将"机加工扩产升级及部件产业链延伸项目"、"铸造产 线智能化升级与研发能力提升项目"达到预定可使用状态的日期由 2025 年 12 月延长至 2026 年 4 月。 一、2021 年可转债募集资金基本情况 经 ...