登录新浪财经APP 搜索【信披】查看更多考评等级 京海互联网科技发展有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 一、计划增持主体的基本情况 1.增持主体：京海互联网科技发展有限公司。 本次增持前，京海互联持有公司股份392,442,954股，占公司总股本的 7.01%。 2.京海互联在本公告披露日前六个月内不存在减持公司股份的情形。 二、增持计划的主要内容 1.本次增持股份的目的：基于对公司未来持续发展的信心和对公司价值的认可，增强投资者信心，维护 广大投资者利益，促进公司持续、稳定、健康的发展。 2.本次增持股份的金额：增持公司股份金额不低于人民币10.5亿元，不超过人民币21亿元。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1.珠海格力电器股份有限公司(以下简称"公司")5%以上股东京海互联网科技发展有限公司（以下简 称"京海互联"）基于对公司未来发展前景的信心和对公司价值的认可，拟以自有资金和金融机构增持专 项贷款通过集中竞价方式增持公司股份。本次增持不设定价格区间，拟增持股份的金额不低于人民币 10.5亿元，不超过人 ...

证券代码：000651 证券简称：格力电器 公告编号：2025-009 珠海格力电器股份有限公司 关于持股 5%以上股东增持公司股份进展的自愿性披露公告 京海互联网科技发展有限公司保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1.珠海格力电器股份有限公司(以下简称"公司")5%以上股东京海互联网科 技发展有限公司（以下简称"京海互联"）基于对公司未来发展前景的信心和对 公司价值的认可，拟以自有资金和金融机构增持专项贷款通过集中竞价方式增持 公司股份。本次增持不设定价格区间，拟增持股份的金额不低于人民币 10.5 亿 元，不超过人民币 21 亿元（以下简称"本次增持计划"）。 2.截至本公告披露日，京海互联已通过集中竞价交易方式增持公司股份 1,660,400 股，占公司总股本的 0.0296%，增持金额为 7,235.83 万元。 一、计划增持主体的基本情况 1.增持主体：京海互联网科技发展有限公司。 本次增持前，京海互联持有公司股份 392,442,954 股，占公司总股本的 7.01%。 ...

Group 1 - The core index, the China Securities Index Shenwan Belt and Road Theme Investment Index (CSSW Silk Road), has seen a decline of 1.29%, closing at 1319.08 points with a trading volume of 77.699 billion yuan [1] - Over the past month, the CSSW Silk Road index has decreased by 0.48%, by 0.44% over the last three months, and has dropped 3.29% year-to-date [1] - The index comprises 100 listed companies that are profitable, have strong growth, and are involved in the Belt and Road Initiative or trade with related countries, reflecting the performance of representative companies benefiting from this theme [1] Group 2 - The top ten holdings in the CSSW Silk Road index include Zijin Mining (5.61%), Gree Electric (5.49%), Kweichow Moutai (5.37%), Midea Group (5.22%), CATL (4.72%), Wuliangye (4.71%), Luxshare Precision (4.11%), Mindray Medical (3.68%), Yili Group (3.49%), and China Shenhua (3.49%) [1] - The market capitalization distribution of the index shows that 52.14% of the holdings are from the Shenzhen Stock Exchange, while 47.86% are from the Shanghai Stock Exchange [1] Group 3 - The industry composition of the index includes 21.39% in industrials, 18.64% in consumer staples, 15.78% in discretionary consumer goods, 13.60% in healthcare, 8.73% in materials, 7.08% in information technology, 5.20% in energy, 4.92% in communication services, and 4.64% in utilities [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2] Group 4 - Public funds tracking the CSSW Silk Road index include Changsheng China Securities Shenwan Belt and Road [3]

股票代码：000651 股票简称：格力电器 公告编号：2025-008 珠海格力电器股份有限公司 关于召开 2025 年第一次临时股东大会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、召开会议的基本情况 会。 公司于 2025 年 2 月 24 日召开第十二届董事会第二十六次会议审议通过了《关 于召开 2025 年第一次临时股东大会的议案》。 国公司法》《上市公司股东大会规则》等法律、行政法规、部门规章、规范性文件 以及《珠海格力电器股份有限公司章程》的相关规定。 （1）现场会议时间：2025 年 4 月 22 日（星期二）下午 15:30。 （2）网络投票时间：2025 年 4 月 22 日（星期二）。其中，通过深圳证券交 易所交易系统进行投票的时间为：2025 年 4 月 22 日的交易时间，即 9:15-9:25， 为：2025 年 4 月 22 日 9:15 至 15:00 期间的任意时间。 （1）在股权登记日持有公司股份的普通股股东或其代理人。于股权登记日 册的本公司全体股东均有权出席本次股东大会，并可以以书面形式委托代理人出席 会议， ...

珠海格力电器股份有限公司 股票代码：000651 股票简称：格力电器 公告编号：2025-008 关于召开 2025 年第一次临时股东大会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 4.会议召开的日期、时间： （1）现场会议时间：2025 年 4 月 22 日（星期二）下午 15:30。 （2）网络投票时间：2025 年 4 月 22 日（星期二）。其中，通过深圳证券交 易所交易系统进行投票的时间为：2025 年 4 月 22 日的交易时间，即 9:15-9:25， 9:30-11:30 和 13:00-15:00；通过深圳证券交易所互联网投票系统进行投票的时间 为：2025 年 4 月 22 日 9:15 至 15:00 期间的任意时间。 一、召开会议的基本情况 1.股东大会届次：2025 年第一次临时股东大会。 2.股东大会的召集人：珠海格力电器股份有限公司（以下简称"公司"）董事 会。 公司于 2025 年 2 月 24 日召开第十二届董事会第二十六次会议审议通过了《关 于召开 2025 年第一次临时股东大会的议案》。 3.会议召开的合法、合 ...

Core Viewpoint - The Shanghai Composite Index opened lower and the Hu-Shen 300 Anzhong Dynamic Strategy Index decreased by 0.43%, closing at 1425.33 points with a trading volume of 2129.97 billion [1] Group 1: Index Performance - The Hu-Shen 300 Anzhong Dynamic Strategy Index has increased by 0.75% over the past month, decreased by 2.70% over the past three months, and has declined by 1.56% year-to-date [1] - The index was established on December 28, 2007, with a base value of 1000.0 points [1] Group 2: Index Composition - The index consists of a passive portfolio (70% weight) and an active portfolio (30% weight) [1] - The top ten holdings in the index are: Midea Group (3.61%), Changjiang Power (3.44%), Kweichow Moutai (3.42%), Hengrui Medicine (2.51%), BYD (2.33%), Gree Electric (2.03%), China Shenhua (1.83%), WuXi AppTec (1.80%), ZTE Corporation (1.70%), and China Telecom (1.69%) [1] - The market capitalization distribution shows that the Shanghai Stock Exchange accounts for 59.14% and the Shenzhen Stock Exchange accounts for 40.86% [1] Group 3: Sector Allocation - The sector allocation of the index includes: Consumer Discretionary (15.11%), Healthcare (14.76%), Communication Services (13.29%), Information Technology (13.17%), Consumer Staples (7.57%), Materials (7.51%), Energy (7.31%), Utilities (7.06%), Industrials (7.05%), Financials (6.94%), and Real Estate (0.23%) [2] Group 4: Fund Tracking - Public funds tracking the Anzhong Dynamic Strategy include: Huatai-PineBridge Hu-Shen 300 Anzhong Dynamic Strategy A and Huatai-PineBridge Hu-Shen 300 Anzhong Dynamic Strategy C [3]

证券代码：000651 证券简称：格力电器 公告编号：2025-007 珠海格力电器股份有限公司 关于证券事务代表辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 吴青青女士在担任公司证券事务代表期间勤勉尽责、恪尽职守，董事会对 吴青青女士在任职期间为公司发展所作的贡献表示衷心感谢！ 特此公告。 珠海格力电器股份有限公司董事会 二〇二五年三月二十八日 珠海格力电器股份有限公司（以下简称"公司"）董事会于近日收到公司证 券事务代表吴青青女士提交的书面辞职报告。吴青青女士因集团内部工作调整， 申请辞去公司证券事务代表职务，辞职后不再担任公司其他职务，将在子公司任 职。根据《中华人民共和国公司法》《珠海格力电器股份有限公司章程》等相关 规定，吴青青女士的辞职报告自送达公司董事会之日起生效。 截至本公告披露日，吴青青女士持有公司股票 35,000 股，占公司总股本的 0.0006%，上述股份将按照公司员工持股计划自愿锁定期有关规定进行管理。 ...

Core Insights - The mask concept stocks experienced a net inflow of 182 million yuan on March 26, with a rise of 1.16% in the concept index [1] - A total of 80 stocks within the concept rose, while 15 stocks declined [1] Company Summaries - Gree Electric (000651) saw a net inflow of 198 million yuan, accounting for 11.98% of its market [2] - BYD (002594) had a net inflow of 175 million yuan, with a price increase of 1.74% [2] - Lens Technology (300433) recorded a net inflow of 135 million yuan, with a price increase of 1.39% [2] - Huazhong CNC (300161) experienced a net inflow of 58.32 million yuan, with a significant price increase of 6.45% [2] - Genesis (300083) had a net inflow of 54.91 million yuan, with a price increase of 2.66% [2] - Hanyu Group (300403) saw a net inflow of 50.92 million yuan, with a price increase of 5.7% [2] - Jinlong Automobile (600686) recorded a net inflow of 39.78 million yuan, with a price increase of 1.94% [2] - Huasheng Co. (600156) had a net inflow of 39.65 million yuan, with a notable price increase of 10.06% [2] - Cixing Co. (300307) experienced a net inflow of 39.22 million yuan, with a price increase of 10.2% [2] - Hezhuo Intelligent (603011) recorded a net inflow of 30.07 million yuan, with a price increase of 9.96% [2]

Investment Rating - The report maintains a "Strong Buy" rating for Gree Electric Appliances [4][8]. Core Viewpoints - The company is undergoing a channel transformation that is reshaping its market position, with government subsidies boosting consumer confidence [2][8]. - Gree's market share in air conditioning has rebounded significantly post-subsidy, with online and offline shares increasing by 5.8 and 5.6 percentage points respectively, reaching 29% and 33% [2]. - The company is expanding its product categories and retail presence, aiming to open 3,000 stores by 2025, ultimately targeting 10,000 stores [2][3]. - Gree is transitioning from a single product manufacturer to a comprehensive solution provider in the HVAC sector, enhancing its competitive edge through AI and innovative product offerings [3]. Financial Data and Valuation - The current stock price is 45.16 CNY, with a total market capitalization of 253 billion CNY [4]. - The projected net profit for 2024 is 30.9 billion CNY, reflecting a 6% growth, with further increases expected in subsequent years [10][17]. - The company has a strong cash flow and high dividend yield, making it an attractive investment opportunity [8][10]. - The estimated PE ratio for 2025 is 7.5, indicating a low valuation compared to historical averages [10][17].

Investment Rating - The report maintains a "Buy" rating for Gree Electric Appliances, indicating an expected relative price increase of over 15% [10]. Core Views - Gree Electric Appliances is positioned favorably with multiple advantages including an upward trend in fundamentals, high dividends, and low valuation. The company is expected to benefit from the long-term national subsidy policy for high-end air conditioners, which has significantly boosted its retail market share since Q4 2024 [1][2]. - The introduction of the Jinghong air conditioner brand aims to penetrate the lower-tier market, leveraging Gree's strong brand reputation to create a second growth curve [1][9]. - Recent share purchases by the dealer group Jinghai Interconnect reflect a stabilization of channel relationships and confidence in Gree's long-term development [1][8]. - The report emphasizes the increasing focus on high dividend yields in the current investment environment, suggesting that Gree's low valuation presents a rebound opportunity [1]. Summary by Sections Market Dynamics - The long-term national subsidy policy has positively impacted the high-end air conditioning market, leading to a notable rebound in Gree's market share. The subsidy for high-efficiency air conditioners can reach up to 20%, stimulating consumer demand for high-performance products [2]. - Gree's market share showed a decline in the first three quarters of 2024 but rebounded by 2.00 percentage points in Q4, with further growth of 4.63% in January-February 2025 [2]. Financial Performance - Key financial metrics for Gree Electric Appliances are as follows: - Revenue (in million): 188,988.38 in 2022, projected to reach 232,403.65 by 2026, with a CAGR of approximately 5.35% [3]. - Net Profit (in million): 24,506.62 in 2022, expected to grow to 37,297.65 by 2026, reflecting a CAGR of about 7.72% [3]. - Gross Margin: Expected to increase from 26.04% in 2022 to 31.20% by 2026 [3]. - P/E Ratio: Projected to decrease from 10.39 in 2022 to 6.83 by 2026, indicating improving valuation [3]. Strategic Initiatives - Gree plans to launch the Jinghong air conditioner brand to target the engineering and low-price market segments, aiming to regain market share in the lower-tier market where competitors have been gaining ground [9]. - The company maintains a robust dividend policy, with a proposed dividend of 2.38 yuan per share for 2024, totaling 131.42 billion yuan, resulting in a dividend rate of 45.29% and a yield exceeding 6% [10]. Industry Outlook - The global air conditioning demand is expected to remain stable, with domestic sales projected to grow by 1.9% to 10.38 million units in 2025, driven by the national subsidy policy [7]. - Gree is well-positioned to benefit from the overall industry demand increase, particularly in the high-end segment [7].