注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：新宝股份最新股东户数环比下降9.26%） 新宝股份8月21日披露，截至8月20日公司股东户数为26341户，较上期（8月10日）减少2688户，环比降 幅为9.26%。这已是该公司股东户数连续第3期下降。 证券时报•数据宝统计，截至发稿，新宝股份收盘价为16.70元，上涨4.38%，本期筹码集中以来股价累 计上涨7.53%。具体到各交易日，5次上涨，4次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入38.34亿元，同比增长10.36%，实现净利润 2.47亿元，同比增长43.02%，基本每股收益为0.3046元，加权平均净资产收益率2.96%。（数据宝） ...

证券之星消息，8月21日小家电板块较上一交易日上涨0.34%，新宝股份领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。小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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002705 | 新宝股份 | 1704.48万 | 4.54% | 1516.74万 | 4.04% | -3221.21万 | -8.59% | | 688169 | 石头科技 | 1394.33万 | 1.30% | -1041.41万 | -0.97% | -352.92万 | -0.33% | | 300824 北鼎股份 | | 1303.71万 | 5.72% | 1004.91万 | 4.41% | -2308.63万 | -10.12% | | 603355 | 莱克电气 | 661.88万 | 7.11% | 363.24万 | 3.90% | -102 ...

通过天眼查大数据分析，广东新宝电器股份有限公司共对外投资了30家企业，参与招投标项目113次， 知识产权方面有商标信息879条，专利信息5000条，此外企业还拥有行政许可305个。 来源：金融界 金融界消息 截至2025年8月19日收盘，新宝股份（002705）报收于15.94元，下跌0.25%，换手率 1.15%，成交量9.28万手，成交金额1.47亿元。 资金流向方面，今日主力资金净流出1368.42万元，占比成交额9.29%。其中，超大单净流出1004.73万 元、占成交额6.82%，大单净流出363.69万元、占成交额2.47%，中单净流出流出902.13万元、占成交额 6.13%，小单净流入2270.55万元、占成交额15.42%。 新宝股份最新一期业绩显示，截至2025一季报，公司营业总收入38.34亿元、同比增长10.36%，归属净 利润2.47亿元，同比增长43.02%，扣非净利润2.45亿元，同比增长15.34%，流动比率1.256、速动比率 0.943、资产负债率44.07%。 天眼查商业履历信息显示，广东新宝电器股份有限公司，成立于1995年，位于佛山市，是一家以从事电 气机械和器材制造 ...

Market Performance - The small home appliance sector increased by 2.39% on August 15, with Ousheng Electric leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Key Stocks in Small Home Appliance Sector - Ousheng Electric (301187) closed at 35.95, up 7.03% with a trading volume of 84,600 shares and a transaction value of 299 million [1] - Fujia Co., Ltd. (603219) closed at 17.69, up 6.31% with a trading volume of 126,300 shares and a transaction value of 219 million [1] - Stone Technology (681889) closed at 182.95, up 4.03% with a trading volume of 48,800 shares and a transaction value of 881 million [1] - Other notable stocks include Dechang Co., Ltd. (605555) up 3.23%, and Ecovacs (603486) up 2.92% [1] Capital Flow Analysis - The small home appliance sector saw a net inflow of 94.77 million from institutional investors, while retail investors experienced a net outflow of 26.44 million [2] - The main capital inflow was observed in stocks like Ecovacs and Fujia Co., Ltd., while significant outflows were noted in Stone Technology and Dechang Co., Ltd. [3] Individual Stock Capital Flow - Ecovacs had a net outflow of 36.01 million from main capital, with a 4.99% share of main capital [3] - Fujia Co., Ltd. saw a net inflow of 34.37 million from main capital, representing 15.66% of its total [3] - Stone Technology experienced a net inflow of 25.24 million from main capital, but a significant outflow of 70.10 million from speculative capital [3]

Group 1 - The small home appliance sector experienced a decline of 0.56% on August 14, with ST Dehao leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] - Key stocks in the small home appliance sector showed varied performance, with Beizitang rising by 3.55% to a closing price of 49.02 [1] Group 2 - The small home appliance sector saw a net outflow of 107 million yuan from main funds, while retail investors contributed a net inflow of 95.18 million yuan [2] - Notable declines included ST Demon's drop of 4.27% to a closing price of 2.69, and Ousheng Electric's decline of 3.17% to 33.59 [2] - The trading volume for key stocks varied, with Beizitang achieving a transaction amount of 415 million yuan [1][2]

Group 1 - The small home appliance sector increased by 0.18% on August 13, with BeiYikang leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] - Key stocks in the small home appliance sector showed varied performance, with BeiYikang rising by 6.53% to a closing price of 47.34 [1] Group 2 - The small home appliance sector experienced a net outflow of 107 million yuan from institutional investors, while retail investors saw a net inflow of 170 million yuan [2] - Among the stocks, Ousheng Electric had a net inflow of 20.03 million yuan from institutional investors, while Shitou Technology faced a net outflow of 31.02 million yuan from speculative funds [3] - The overall trading volume and turnover for key stocks in the sector varied, with Ousheng Electric achieving a turnover of 356 million yuan [1][2]

Investment Rating - The report maintains an "Outperform" rating for the home appliance industry [6][4]. Core Viewpoints - Retail demand in July for home appliances remains strong despite the seasonal downturn, with air conditioning retail sales growing over 30% [1][18]. - The decline in home appliance exports has narrowed to 3% in July, with expectations for a return to stable growth as tariff policies ease [2][29]. - The U.S. housing market shows resilience, with expectations for recovery following anticipated interest rate cuts by the Federal Reserve in 2024, which could positively impact home appliance demand [3][34]. Summary by Sections 1. Key Recommendations - Recommended companies include Midea Group, Gree Electric Appliances, Haier Smart Home, TCL Smart, and Hisense Home Appliances for white goods; Boss Electric for kitchen appliances; and Bear Electric, Roborock, and Ecovacs for small appliances [4][12][13]. 2. Retail and Export Performance - July retail performance shows strong growth in air conditioners (+39.4% online, +36.5% offline), washing machines (+21.6% online, +15.7% offline), and significant growth in small kitchen appliances like rice cookers (+17.6% online, +12.0% offline) [1][18]. - Home appliance exports in July reached 59.55 billion yuan, a 3% year-on-year decline, with a slight increase in export prices [2][29]. 3. Market Data Tracking - The home appliance sector achieved a relative return of +1.14% this week, outperforming the broader market [42]. - Raw material prices for copper and aluminum increased by 1.1% and 2.5% respectively, while cold-rolled steel prices rose by 0.8% [45][56]. - Shipping indices for routes to the U.S. and Europe showed a decline, indicating potential cost pressures in logistics [57]. 4. Company Earnings Forecasts - Earnings per share (EPS) estimates for key companies include Midea Group at 5.62 yuan for 2025, Gree Electric at 6.34 yuan, and Haier Smart Home at 2.26 yuan [5][67].

证券之星消息，8月8日小家电板块较上一交易日下跌0.0%，ST德豪领跌。当日上证指数报收于3635.13， 下跌0.12%。深证成指报收于11128.67，下跌0.26%。小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) | | --- | --- | --- | --- | --- | --- | | 301187 | 欧圣电气 | 31.64 | 2.79% | 7.80万 | 2.45亿 | | 002705 | 新宝股份 | 15.53 | 2.17% | 15.91万 | 2.47亿 | | 003023 | 彩虹集团 | 25.02 | 1.75% | 12.27万 | 3.03亿 | | 870199 | 倍益康 | 42.58 | 1.38% | 11.34万 | 5.25亿 | | 002242 | 九阳股份 | 10.15 | 0.59% | 3.84万 | 3875.85万 | | 300272 | 开能健康 | 7.15 | 0.56% | 16.23万 | 1.16亿 | | 001259 | 利仁科技 | 27.50 | 0 ...

Core Insights - The report highlights the significant role of CFOs in listed companies, with the total salary scale for CFOs in A-share companies reaching 4.27 billion yuan in 2024, averaging 814,800 yuan per year [1] Group 1: CFO Salary and Demographics - In 2024, the average salary for CFOs in the small home appliance sector reached 1.0338 million yuan, which is 92,400 yuan higher than the average salary in the home appliance industry, reflecting a year-on-year increase of 7.58% [7] - The gender distribution among CFOs shows that 41.2% are male with an average age of 48.14 years, while 58.8% are female with an average age of 50.90 years [1] - The age structure of CFOs in the small home appliance sector is characterized by a middle-aged demographic, with an overall average age of 49.76 years [1] Group 2: Tenure and Education - The majority of CFOs in the small home appliance sector have a tenure of 3-5 years and 5-10 years, each accounting for 35.3% of the total, while 17.6% have served for more than 10 years [3] - Among the 17 CFOs in the small home appliance sector, 58.8% hold a bachelor's degree, 23.5% have a master's degree, and 17.6% have an associate degree [5] Group 3: Salary Disparities and Changes - There is a notable gender pay gap, with male CFOs earning an average of 1.3063 million yuan, significantly higher than female CFOs' average of 843,000 yuan, a difference of 549,600 yuan [7] - In the salary distribution, 35.29% of CFOs earn over 1 million yuan, with the highest salary being 3.2427 million yuan for Suo Bo's CFO Xu Bo, nearly double that of the second highest [8] - Salary changes indicate that 12 CFOs received pay raises, while 5 experienced salary cuts, with the highest increase being 57.6% for Hongzhi Technology's Chen Ying [8]

Summary of Key Points from the Conference Call Industry Overview - The home appliance industry is experiencing significant growth potential in emerging markets, which account for 67% of the global population but only 32% of home appliance retail sales, indicating a substantial opportunity for growth [1][2][4] Core Insights and Arguments - **Emerging Market Growth**: Emerging markets are expected to be a key growth driver for the home appliance industry, with a notable increase in demand for air conditioners, refrigerators, and washing machines due to low penetration rates compared to developed countries [1][2][5] - **Air Conditioner Market**: The air conditioner market is growing rapidly, closely linked to GDP per capita. Countries with GDP per capita reaching $3,000 or $6,000 show significant increases in penetration rates [1][7] - **Export Recovery**: China's home appliance exports are gradually recovering from tariff impacts, with a notable increase in exports to Southeast Asia, Latin America, and the U.S. [1][8] - **Domestic Market Growth**: The domestic market is experiencing steady growth driven by the "trade-in for new" policy, with air conditioner shipments increasing by 8% and washing machines showing double-digit growth in the first five months of 2025 [1][9] Competitive Landscape - **Market Dynamics**: The competitive landscape is stabilizing, with Xiaomi's market share leveling off and major players like Midea and Gree adjusting their product structures [3][12] - **Small Appliances Growth**: The small appliance market, particularly for robotic vacuum cleaners and floor washers, continues to show high growth, with companies like Ecovacs reporting revenue and profit growth exceeding expectations [3][13] Investment Recommendations - **Focus on Dividend Stocks**: Investment strategies should focus on companies with strong dividend yields such as Gree, Midea, Haier, and Hisense, which have dividend rates exceeding 4% [3][15] - **Export Opportunities**: Companies in the export sector, particularly in small appliances and black electronics, are recommended for investment due to their growth potential in emerging markets and the U.S. [3][16][19] Additional Important Insights - **Impact of National Subsidies**: The national subsidy policy has led to structural growth in the domestic market, with significant price increases observed [1][9][14] - **Long-term Potential of Robotic Vacuums**: The robotic vacuum segment is viewed as a long-term growth area due to its strong growth potential and limited impact from domestic subsidy policies [3][17] - **Advantages of OEMs**: OEMs like New Bao and Dechang are positioned well in the global market due to scarce overseas production capacity, which enhances their competitiveness in exports to the U.S. [3][19]