亚振家居股份有限公司 股票交易风险提示公告 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： 近期亚振家居股份有限公司（以下简称"公司"）A 股股票价格波动较大， 如后续公司股票交易进一步出现重大异常，为保护中小投资者合法权益，公司将 依规申请停牌核查。敬请广大投资者理性投资并注意投资风险。 证券代码：603389 证券简称：*ST 亚振 公告编号：2025-068 二级市场交易风险。公司股票于 2025 年 7 月 30 日、7 月 31 日、8 月 1 日、 8 月 4 日连续四个交易日出现涨停。公司股票短期涨幅与同期上证指数、家具制 造业存在严重偏离。根据中证指数有限公司官方网站发布的最新滚动市盈率和市 净率数据（更新日期：2025 年 8 月 1 日）显示，公司最新滚动市盈率为亏损； 市净率为 26.66，严重高于同行业水准。可能存在市场情绪过热，非理性炒作情 形。 收购不确定性风险。公司拟向海南锆钛资源控股集团有限公司（以下简称 "交易对方"或"海南锆钛"）购买其持有的广西锆业 51.00%的股权。本次 ...

资金面上看，今日培育钻石概念板块获主力资金净流入2.15亿元，其中，11股获主力资金净流入，5股 主力资金净流入超千万元，净流入资金居首的是国机精工，今日主力资金净流入1.26亿元，净流入资金 居前的还有楚江新材、潮宏基、曼卡龙等，主力资金分别净流入4532.46万元、4297.98万元、2660.18万 元。 资金流入比率方面，*ST亚振、国机精工、楚江新材等流入比率居前，主力资金净流入率分别为 75.45%、23.45%、14.05%。（数据宝） 截至8月4日收盘，培育钻石概念上涨2.89%，位居概念板块涨幅第9，板块内，17股上涨，国机精工、 *ST亚振等涨停，潮宏基、英诺激光、沃尔德等涨幅居前，分别上涨6.61%、5.43%、3.79%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 5.68 | 乳业 | -0.46 | | 军工信息化 | 3.75 | 动物疫苗 | -0.39 | | 军民融合 | 3.53 | 信托概念 | -0.36 | | 成飞概念 | 3.52 | 免 ...

Market Performance - The home goods sector increased by 0.62% on August 4, with Filinger leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Top Gainers in Home Goods Sector - Filinger (603226) closed at 19.37, up 8.88% with a trading volume of 124,700 shares and a transaction value of 234 million yuan [1] - Longzhu Technology (920445) closed at 11.70, up 5.79% with a trading volume of 115,600 shares [1] - ST Yazhen (603389) closed at 24.86, up 4.98% with a trading volume of 1,592.8 shares and a transaction value of 3.96 million yuan [1] - Other notable gainers include Jia Lian Technology (301193), Oppein Home (603833), and Yuma Technology (300993) with respective increases of 4.87%, 4.73%, and 4.53% [1] Market Capital Flow - The home goods sector experienced a net outflow of 169 million yuan from institutional investors, while retail investors saw a net inflow of 1.62 billion yuan [2] - The overall market showed a mixed trend with institutional funds withdrawing while retail investors continued to invest [2] Individual Stock Fund Flow - Yuxin Health (002162) had a net inflow of 66.16 million yuan from institutional investors, but a net outflow of 35.44 million yuan from speculative funds [3] - Yuma Technology (300993) saw a net inflow of 22.64 million yuan from institutional investors, while retail investors had a net outflow of 34.73 million yuan [3] - Hengxin Life (301501) reported a net inflow of 21.44 million yuan from institutional investors, with a net outflow from retail investors [3]

Core Viewpoint - The renovation and building materials sector experienced a slight increase, with the index closing at 14,075.20 points, reflecting a change of 0.31% [1] Group 1: Stock Performance - Filinger's stock closed at 18.96 CNY per share, with an increase of 6.58%, leading the renovation and building materials stocks [1] - *ST Yazhen's stock closed at 24.86 CNY per share, with an increase of 4.98%, ranking second among renovation and building materials stocks [1] - Oppein Home's stock closed at 52.97 CNY per share, with an increase of 2.68%, ranking third in the sector [1] - Huaci's stock closed at 14.44 CNY per share, with a decrease of 4.31%, leading the decline in renovation and building materials stocks [1] - Songlin Technology's stock closed at 28.41 CNY per share, with a decrease of 3.66%, ranking second in the decline [1] - *ST Songfa's stock closed at 45.90 CNY per share, with a decrease of 2.94%, ranking third in the decline [1] Group 2: Industry Trends - The furniture and home furnishing industry in China has experienced a trend of rising revenue and profits followed by a decline [1] - Exporting companies are currently in the phase of channel and brand expansion overseas, with a significant recovery in export value after a decline in 2022 [1] - Growth factors include a rebound in market demand, trends in whole-house customization and smart home technology, and the promotion of cross-border e-commerce [1] - Future growth in export value of Chinese furniture and home furnishing products will be driven by technological innovation, quality improvement, and the internationalization of brands [1]

Core Viewpoint - The company *ST Yazhen plans to acquire 51% of Guangxi Zirconium Industry Technology Co., Ltd. for a transaction price of 55.45 million yuan, aiming to gain control over the target company and expand into the zirconium-titanium mining sector, thereby improving operational conditions and diversifying its business [1][1][1] Group 1 - The acquisition will allow the company to gain control over Guangxi Zirconium Industry Technology Co., Ltd. [1] - The transaction price for the acquisition is set at 55.45 million yuan [1] - The company aims to enhance profitability and mitigate operational risks through this strategic move [1][1] Group 2 - The company intends to diversify its operations moderately by entering the zirconium-titanium mining field [1] - The company will carefully arrange the integration process post-acquisition [1] - The focus will be on strengthening risk management related to diversified operations [1]

Core Viewpoint - The company *ST亚振 announced its intention to acquire a 51% stake in Guangxi Zhaoye Technology Co., Ltd. from Hainan Zirconium Titanium Resources Holdings Group Co., Ltd. for approximately 55.449 million yuan [2]. Group 1 - The transaction does not constitute a related party transaction [2]. - The acquisition does not fall under the definition of a major asset restructuring as per the "Measures for the Administration of Major Asset Restructuring of Listed Companies" [2]. - The transaction is subject to approval from the shareholders' meeting, and there are no significant legal obstacles to its implementation [2].

（记者 王晓波） 每经头条（nbdtoutiao）——"我们也深陷残酷价格战"！德资巨头中国区高管警告：智驾绝不能免费， 否则会给全行业带来灾难 每经AI快讯，*ST亚振（SH 603389，最新价：24.86元）8月1日晚间发布公告称，公司第五届第八次董 事会会议于2025年8月1日在公司三楼会议室以现场结合通讯方式召开。会议审议了《关于现金收购广西 锆业科技有限公司51%股权的议案》等文件。 2024年1至12月份，*ST亚振的营业收入构成为：家居行业占比95.88%，其他业务占比4.12%。 ...

Group 1 - The Shanghai Stock Exchange has taken regulatory measures against 270 cases of abnormal trading behaviors, including price manipulation and false declarations [1] - Specific stocks such as *ST Yazhen, Xiwai New Materials, Tibet Tourism, and Southern Road Machinery are under close monitoring due to significant abnormal price fluctuations [1] - The exchange has conducted special investigations into 18 major corporate events and reported 2 suspected illegal cases to the China Securities Regulatory Commission [1]

Group 1 - The company held its fifth board meeting on August 1, 2025, with all five directors present, and the meeting was conducted in accordance with relevant laws and regulations [1] - The board unanimously approved a cash acquisition of 51% equity in Guangxi Zirconium Industry Technology Co., Ltd. for RMB 55.448985 million to facilitate the company's business transformation [1][2] - The acquisition proposal has been reviewed by the company's strategic committee and will be submitted for approval at the 2025 first extraordinary general meeting [2] Group 2 - The company plans to provide guarantees for Guangxi Zirconium Industry Technology Co., Ltd. as a prerequisite for the acquisition, ensuring the stability and creditworthiness of the target company [2] - The guarantee proposal also requires approval at the upcoming extraordinary general meeting [2] - The board has proposed to convene the 2025 first extraordinary general meeting, which has also received unanimous support [3]

Core Viewpoint - The company is experiencing unusual stock price fluctuations and is in the process of acquiring a 51% stake in Guangxi Zirconium Industry, which involves several approval processes that carry uncertainty [1][2][3] Stock Trading Abnormalities - The company's stock price has deviated by a cumulative increase of 12% over three consecutive trading days, indicating abnormal trading activity [1][2] - The stock's deviation from the market index is noted to be 17.12% [4] Acquisition Details - The company plans to acquire a 51% stake in Guangxi Zirconium Industry from Hainan Zirconium Titanium Resources Holding Group for a transaction price of 55.448985 million [2][3] - The acquisition is subject to multiple approval processes, including the release of asset pledges and shareholder meeting approvals, which introduces uncertainty regarding the timing and success of the transaction [1][3] Financial Performance - The company anticipates a net loss attributable to shareholders ranging from -39.5 million to -33 million for the first half of 2025, with a net profit excluding non-recurring items expected to be between -38 million and -32 million [1][4] - The company confirms that its production and operational activities are currently normal, with no significant changes in the market environment or internal operations [2][4] Risk Factors - The company emphasizes the importance of investor awareness regarding the risks associated with stock trading and the uncertainties surrounding the acquisition process [1][3][4] - There are no undisclosed significant matters or risks identified by the company or its controlling shareholders that could affect stock price fluctuations [2][3]