大消息！美的集团出手，“加仓”300048

中国基金报02-28

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！　　【导读】合康新能拟向美的集团定增募资不超16.52亿元加码主业　　中国基金报记者夏天　　2月27日晚间，合康新能（证券代码：300048）发布定增预案，拟以5.73元/股的价格，向间接控股股东美的集团发行不超过2.88亿股股份，募资不超过16.52亿元，用于高压变频器、光伏逆变器、户用储能等五大项目及补充流动资金。...

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　　【导读】合康新能拟向美的集团定增募资不超16.52亿元加码主业\n　　中国基金报记者 夏天\n　　2月27日晚间，合康新能（证券代码：300048）发布定增预案，拟以5.73元/股的价格，向间接控股股东美的集团发行不超过2.88亿股股份，募资不超过16.52亿元，用于高压变频器、光伏逆变器、户用储能等五大项目及补充流动资金。...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2026-02-28/doc-inhpkaqn0000996.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0183","symbol_name":"MSCI概念","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2026-02-28/doc-inhpkaqn0000996.shtml","article_id":"2614890658","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-02-28/doc-inhpkaqn0000996.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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Midea Group takes action and \"adds positions\" 300048","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300048":1.5,"00300":1.5,"000333":1.5},"content_text":"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！ 　　【导读】合康新能拟向美的集团定增募资不超16.52亿元加码主业\n　　中国基金报记者 夏天\n　　2月27日晚间，合康新能（证券代码：300048）发布定增预案，拟以5.73元/股的价格，向间接控股股东美的集团发行不超过2.88亿股股份，募资不超过16.52亿元，用于高压变频器、光伏逆变器、户用储能等五大项目及补充流动资金。\n　　目前，美的集团通过控股子公司美的暖通持有合康新能2.09亿股股份，占公司总股本的18.50%。本次定增完成后，美的集团及其一致行动人美的暖通合计持股比例将升至35.08%，进一步巩固对合康新能的控制权。\n　　截至2月27日收盘，合康新能股价报7.6元，市值近86亿元。\n\n　　加码主业拟定增募资不超过16.52亿元\n　　公告显示，本次定增由美的集团全额现金认购，募资将投向五大核心领域，涵盖高压变频器研发及产业化、光伏并网逆变器研发及产业化、户用储能系统研发及产业化、分布式光伏标杆电站建设及研发，同时预留3亿元补充流动资金，形成“技术研发+产能扩张+资金保障”的全方位布局。\n\n　　在阐释本次定增的目的和意义时，合康新能表示，主要有四点：\n　　一是增强控股股东地位，稳定公司控制权，提升治理水平。\n　　二是完善电气设备与新能源双主业布局，巩固行业领先地位并拓展高景气赛道。高压变频器是合康新能的传统优势业务，相关研发及产业化项目将实现产线智能化升级，进一步提升产能与技术水平；“光伏并网逆变器研发及产业化项目”和“户用储能系统研发及产业化项目”将依托美的海外品牌与渠道资源优势，旨在把握全球光伏并网逆变器业务高速增长的战略机遇期，巩固在新能源赛道的布局优势。\n　　三是推动公司从“光伏电站建设商”向“智慧能源运营商”战略转型。合康新能称，本次拟建设智慧光伏电站标杆项目，遴选优质标杆电价地区EPC项目自持运营。项目将配套构建AI智慧能源运营系统，实现光伏电站全生命周期智能化管控，并拓展虚拟电厂、电力交易等新盈利模式。此举将推动公司从“光伏电站建设商”向“智慧能源运营商”加速转型。\n　　四是夯实资金实力，优化资本结构。记者注意到，截至2025年9月末，合康新能资产负债率达61.56%。这意味着3亿元补充流动资金将有效缓解营运资金压力，降低财务风险。\n　　自2020年美的集团控股合康新能以来，合康新能营收不断稳健增长，不过利润表现波动较大。近期发布的业绩预告显示，公司预计2025年实现归母净利润5000万元至7500万元，同比增长385.62%至628.43%。\n　　美的集团进一步完善A股控股布局\n　　此次全额认购合康新能定增募资，对美的集团而言，除了增强对合康新能的控制权，也是其深化“工控+新能源”战略、完善产业生态的重要一步。\n　　合康新能在高压变频器、光伏逆变器等领域的技术优势，与美的集团的工业技术、楼宇科技等业务形成互补，成为美的在工业自动化、新能源电力电子领域的重要上市平台。此次定增将推动双方在技术研发、生产制造、市场渠道等方面的深度协同，助力美的打通“源-网-荷-储-热”全链路。\n　　公告资料显示，美的集团是一家覆盖智能家居、工业技术、楼宇科技、机器人与自动化、新能源、健康医疗、智慧物流等业务的全球领先的科技集团，已建立To C与To B并重发展的业务矩阵，既可为消费者提供各类智能家居的产品与服务，也可为企业客户提供多元化的商业及工业解决方案。截至2025 年6月30日，美的集团在全球拥有超过400家子公司、38个研发中心和63个主要制造基地，员工超过19万人，业务遍及200多个国家和地区。在海外设有22个研发中心和41个主要制造基地，遍布十多个国家。\n　　记者梳理发现，截至目前，美的集团通过直接或间接方式控股多家A股上市公司，形成覆盖家电、新能源、医疗等多个领域的产业矩阵，各子公司协同发力，支撑集团多元化发展。\n　　除了合康新能外，美的集团还持有万东医疗（证券代码：600055）45.46%股份（2025年三季度末，下同），万东医疗专注医疗设备领域，助力美的切入医疗健康赛道。同时，美的集团持有科陆电子（证券代码：002121）22.79%股份，科陆电子深耕智能电网与储能领域，2025年净利润预增超100%，是美的储能业务的重要支撑。\n　　此外，美的集团创始人何享健之女何倩嫦持有会通股份（证券代码：688219）25.58%股份，系公司实际控制人。会通股份专注于高分子改性材料的研发、生产和销售，是美的集团的关联方，与美的集团有广泛的业务合作。会通股份为美的集团的人形机器人项目提供PEEK材料，用于制造关节、传动部件等关键部位。2024年，美的集团是会通股份的第一大客户，销售占比达25.54%。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：高佳","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2614890658","isCrawlerRequest":true}