证券代码：601828 证券简称：美凯龙 公告编号：2026-008 红星美凯龙家居集团股份有限公司 关于持股 5%以上股东权益变动 触及 5%刻度的提示性公告 持股 5%以上的股东杭州灏月企业管理有限公司及其一致行动人 Taobao China Holding Limited、New Retail Strategic Opportunities Investments 4 Limited 保 证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | 比例减少 | | --- | --- | --- | | 权益变动前合计比例 | 9.9976% | | | 权益变动后合计比例 | 4.99% | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ 否 | | | 是否触发强制要约收购义务 | 是□ 否 | | 注：上表"权益变动后合计比例"直接向下取 2 位小数，未四舍五入。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 红星美凯龙家居集团 ...

红星美凯龙家居集团股份有限公司 证券代码：601828 证券简称：美凯龙 公告编号：2026-007 红星美凯龙家居集团股份有限公司 关于公司及子公司为子公司向金融机构的融资提供 担保的公告 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。 重要内容提示： 担保对象及基本情况 红星美凯龙家居集团股份有限公司 司"）之全资子公司沈阳红星美凯龙家居有限公司（以下简称"沈阳红星"）拟 与中国建设银行股份有限公司沈阳于洪支行（以下简称"中国建设银行"）签订 人民币 37,500 万元的人民币资金借款合同（以下简称"主合同"）（以下统称"本 次融资"），公司拟为本次融资提供连带责任保证担保；公司之子公司沈阳红星 美凯龙博览家居有限公司（以下简称"沈阳红星博览家居"）拟以其所持有的位 于辽宁省沈阳市铁西区北二东路 33 号（5-001）、辽宁省沈阳市铁西区北二东路 33 甲号（9 门）、辽宁省沈阳市铁西区北二东路 33 甲号（10 门）、辽宁省沈阳市 铁西区北二东路 33 甲号（11 门）、辽宁省沈阳市铁西区北二东路 33 甲号（13 门） ...

中访网数据 红星美凯龙家居集团股份有限公司于2026年2月5日向香港交易所提交了截至2026年1月31日 的证券变动月报表。报告显示，公司法定股本及已发行股本结构保持稳定。公司H股（证券代码： 01528）法定及已发行股份数目均为741,285,634股，本月无变动，且公司确认其H股已符合香港上市规 则所要求的最低公众持股量规定。A股（证券代码：601828）方面，截至1月底，已发行股份（不包括 库存股份）总数为3,612,402,239股，库存股份数目为1,044,800股。该等A股库存股存放于公司回购专用 证券账户，计划全部用于员工持股计划或股权激励。若未能在法定期限内实施相关计划，已回购的A股 库存股将被注销。公司确认，本月所有证券发行或库存股份的变动（如有）均已获得董事会正式授权， 并遵守了所有适用的上市规则及法律法规。 ...

公司名稱: 紅星美凱龍家居集團股份有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01528 | 說明 | H 股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 741,285,634 | RMB | | 1 RMB | | 741,285,634 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 741,285,634 | RMB | | 1 RMB | | 741,285,634 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01528 | 說明 | H 股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 741,285,634 | RMB | | 1 RMB | | 741,285,634 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 741,285,634 | RMB | | 1 RMB | | 741,285,634 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- ...

Core Insights - Nearly 50% of the 2957 A-share listed companies that disclosed their 2025 annual performance forecasts are expected to incur losses [2][3] - The real estate sector is identified as the most affected, with Vanke A (000002.SZ) being the largest loss-maker, projecting a net loss of approximately 82 billion yuan [6][7] Provincial Distribution of Losses - The provinces with the highest proportion of companies expecting losses are Hainan (44.44%), Jilin (41.67%), and Qinghai (40%) [4][5] - Guangdong has the highest number of companies expecting losses at 257, followed by Beijing (172), Jiangsu (160), and Zhejiang (133) [3][4] Industry Analysis - The IT services and software development sectors have the highest number of companies forecasting losses, with 60 companies each, followed by the real estate sector with 54 companies [6] - The top ten companies with the highest expected losses include five from the real estate sector, with Vanke A leading the list [6][7] Notable Loss-Makers - Vanke A is projected to incur a net loss of about 82 billion yuan due to decreased project settlement scale and increased business risks [6][7] - Other significant loss-makers in the real estate sector include China Fortune Land Development (华夏幸福) with expected losses between 16 billion to 24 billion yuan and Greenland Holdings (绿地控股) with losses of 16 billion to 19 billion yuan [7] - In the retail sector, M.K. Home (美凯龙) is expected to report a loss of 15 billion to 22.5 billion yuan, primarily due to investment property valuation losses [7][8] Sector-Specific Losses - The home appliance sector's largest loss-maker is Shenzhen Konka (深康佳A), projecting losses of 12.58 billion to 15.57 billion yuan [8] - The vaccine leader Zhifei Biological Products (智飞生物) is also expected to report a first-time loss of 10.7 billion to 13.73 billion yuan due to decreased public vaccination willingness [8] - In the photovoltaic sector, Tongwei Co. (通威股份) is projected to incur losses of 9 billion to 10 billion yuan due to industry oversupply and rising raw material costs [9]

Core Viewpoint - In the 2025 annual performance forecast disclosure for A-share listed companies, nearly half of the 2957 companies are expected to report losses, indicating a significant downturn in various sectors, particularly in real estate [5][6]. Group 1: Overall Performance Forecast - A total of 2957 A-share listed companies disclosed their performance forecasts, with 623 companies expecting profit increases and 378 expecting profit decreases [5][6]. - Among the companies, 1442 are expected to incur losses, accounting for 49% of those disclosing forecasts, while 1863 companies (63%) are either expecting losses or profit reductions [6]. - The provinces with the highest number of companies forecasting losses include Guangdong (257), Beijing (172), and Jiangsu (160) [7]. Group 2: Provincial Distribution of Losses - Hainan province has the highest loss ratio, with 44.44% of its companies (12 out of 27) expecting losses [9]. - Jilin and Qinghai follow with loss ratios of 41.67% and 40%, respectively [9]. - Other provinces with significant loss ratios include Liaoning (39.29%) and Xinjiang (37.10%) [9]. Group 3: Industry-Specific Losses - The IT services and software development sectors have the highest number of companies forecasting losses, with 60 companies each, followed by the real estate sector with 54 companies [11]. - Vanke A is identified as the "loss king" of A-shares, expecting a net profit loss of approximately 82 billion yuan due to declining project settlement scales and increased business risks [11][12]. - Other notable companies with high expected losses include China Fortune Land Development (160-240 billion yuan) and Greenland Holdings (160-190 billion yuan), both from the real estate sector [12]. Group 4: Notable Losses in Other Sectors - The retail sector's "loss king" is Meikailong, expecting a net profit loss between 150 billion and 225 billion yuan, primarily due to losses in investment properties [13]. - In the home appliance sector, Shenkangjia A anticipates a loss of 125.81 billion to 155.73 billion yuan, driven by increased impairment provisions and declining sales [13]. - The vaccine industry is also facing challenges, with Zhifei Biological Products forecasting a loss of 106.98 billion to 137.26 billion yuan due to decreased public willingness to receive vaccinations [13].

Core Viewpoint - Nearly half of the A-share listed companies are expected to report losses for the 2025 fiscal year, with significant regional and industry disparities in the distribution of these losses [2][3]. Group 1: Regional Distribution of Losses - A total of 2,957 A-share companies disclosed their performance forecasts, with 1,442 companies expected to incur losses, representing 49% of the total [3]. - Hainan, Jilin, and Qinghai have the highest proportions of companies forecasting losses, exceeding 40%, with Hainan at 44.44% [4][5]. - Guangdong has the highest number of loss-making companies at 257, followed by Beijing (172), Jiangsu (160), and Zhejiang (133) [4]. Group 2: Industry Analysis - The real estate sector is the most affected, producing the highest number of loss-making companies, including the "loss king" Vanke A, which is expected to report a loss of approximately 82 billion yuan [7][8]. - Other industries with significant losses include IT services, semiconductors, and chemical pharmaceuticals, with 60, 50, and 40-50 companies respectively forecasting losses [7]. - The top ten companies with the highest expected losses include five from the real estate sector, with notable losses from China Fortune Land Development and Greenland Holdings [7][8]. Group 3: Specific Company Losses - Vanke A's losses are attributed to a significant decline in project settlement scale and increased business risks, leading to credit and asset impairment provisions [7]. - Other major loss-makers include China Fortune Land Development, expected to lose between 16 billion to 24 billion yuan, and Greenland Holdings, with losses projected between 16 billion to 19 billion yuan [8]. - In the retail sector, M.K. Home is expected to report losses of 15 billion to 22.5 billion yuan due to investment property valuation losses [8]. - Semiconductor company Wentech Technology anticipates losses of 9 billion to 13.5 billion yuan, primarily due to significant investment losses and asset impairments [9].

Group 1 - On February 2, Meikailong's stock fell by 2.27%, with a trading volume of 55.11 million yuan [1] - The financing data shows that on the same day, Meikailong had a financing purchase amount of 5.64 million yuan and a net financing purchase of 3.03 million yuan, with a total financing and securities balance of 229 million yuan [1] - The current financing balance of 229 million yuan accounts for 2.45% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 30, Meikailong had 53,900 shareholders, a decrease of 3.86% from the previous period, with an average of 0 circulating shares per person [2] - For the period from January to September 2025, Meikailong reported an operating income of 4.969 billion yuan, a year-on-year decrease of 18.62%, and a net profit attributable to shareholders of -3.143 billion yuan, a decrease of 66.55% [2] - Since its A-share listing, Meikailong has distributed a total of 3.901 billion yuan in dividends, with 348 million yuan distributed in the last three years [2]

| 股份代號: | 01528 | | --- | --- | | 上市法國名稱: | 紅星美凱龍家居集團股份有限公司 - H股 | | 日期(日 / 月 / 年): | 29/12/2025 - 29/01/2026 | 格隆汇1月29日丨根据联交所最新权益披露资料显示，2026年1月27日，红星美凯龙(01528.HK)获仁桥(北京)资产管理有限公司在场内以每股均价1.27港元增 持191.84万股，涉资约243.64万港元。 增持后，仁桥(北京)资产管理有限公司最新持股数目为5233.5万股，持股比例由6.80%上升至7.06%。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | --- | --- | --- | --- | | | 股分數目 | | ( 請參閱上述 * 註 有投票權股 期 (日 / 月 / 權益 | | | | | 份自分期 163 | | CS20260129E00019 | 仁桥(北京)资产管理有限公 1101(L) HKD 1.2700 | 1.918.400(L ...