本报告依据中国资产评估准则编制 亚振家居股份有限公司拟处置 其持有的投资性房地产市场价值 资产评估报告 北方亚事评报字[2025]第 01-1200 号 员什么可 MENT CO.,LTD 中国资产评估协会 资产评估业务报告备案回执 | 报告编码: | 4711020080202502203 | | --- | --- | | 合同编号: | NKG[2025]第 2637 号 | | 报告类型: | 法定评估业务资产评估报告 | | 报告文号: | 北方亚事评报字[2025]第 01-1200 号 | | 报告名称: | 亚振家居股份有限公司拟处置其持有的投资性房地 | | | 产市场价值资产评估项目 | | 评估结论: | 7,184,000.00 元 | | 评估报告日: | 2025 年 10月 25 | | 评估机构名称: | 北方亚事资产 | | 签名人员: | 丁旭坡(资产 川) 32210126 | | | 叶佳佳(资产评估师 员编号: 32200130 | | | (可扫描二维码查询备案业务信息) | 说明:报告备案回执仅证明此报告已在业务报备管理系统进行了备案,不 作为协会对该报告认证、认 ...

Financial Performance - The company's operating revenue for the third quarter was ¥52,345,995.49, representing a year-on-year increase of 5.99%[5] - The total profit for the quarter was ¥2,300,973.03, while the net profit attributable to shareholders was ¥1,681,587.51[5] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -¥2,338,862.88 for the quarter[5] - Total operating revenue for the first three quarters of 2025 reached ¥158.34 million, a 4.5% increase from ¥151.95 million in the same period of 2024[20] - Total operating costs increased to ¥206.97 million in 2025, up from ¥202.75 million in 2024, reflecting a rise of 2.9%[20] - Operating profit for the first three quarters of 2025 was -¥28.98 million, an improvement from -¥55.23 million in 2024, indicating a reduction in losses[21] - Net profit for the first three quarters of 2025 was -¥32.96 million, compared to -¥55.35 million in 2024, showing a significant decrease in losses by 40.4%[21] - Basic and diluted earnings per share for 2025 were both -¥0.12, an improvement from -¥0.20 in 2024[22] Assets and Liabilities - The total assets at the end of the reporting period were ¥1,181,732,610.62, an increase of 101.22% compared to the end of the previous year[6] - The equity attributable to shareholders decreased by 9.94% to ¥233,909,161.96 compared to the previous year[6] - Total current assets amount to 569,476,700.37 RMB, a significant increase from 228,302,926.83 RMB in the previous period[17] - Total non-current assets are reported at 612,255,910.25 RMB, up from 358,973,830.28 RMB[18] - Total liabilities amount to 904,275,279.61 RMB, compared to 342,160,591.10 RMB previously[19] - The total equity attributable to shareholders of the parent company is 233,909,161.96 RMB, down from 259,721,007.32 RMB[19] - The company has a short-term loan of 317,659,319.64 RMB, significantly higher than 60,068,236.30 RMB in the previous period[18] - The inventory value stands at 348,251,980.63 RMB, compared to 106,722,661.36 RMB previously, indicating a substantial increase[17] - The company reported a net loss of -389,874,211.13 RMB in retained earnings[19] - The total assets of the company are 1,181,732,610.62 RMB, compared to 587,276,757.11 RMB in the previous period[19] Cash Flow - The company reported a cash flow from operating activities of -¥81,654,733.30 year-to-date[5] - Cash flow from operating activities for the first three quarters of 2025 was -¥81.65 million, worsening from -¥29.18 million in 2024[24] - Cash inflow from financing activities in 2025 was ¥203.99 million, significantly higher than ¥79.20 million in 2024, indicating increased financing efforts[26] - The net cash flow from financing activities in 2025 was ¥106.02 million, a turnaround from -¥1.68 million in 2024[26] - The ending cash and cash equivalents balance for 2025 was ¥6.03 million, down from ¥8.87 million in 2024[26] Non-Recurring Gains and Cost Management - Non-recurring gains for the quarter totaled ¥4,020,450.39, with significant contributions from government subsidies and asset impairment reversals[9] - The company implemented cost reduction and efficiency improvement measures, including closing loss-making stores and increasing marketing efforts[10] Shareholder Information - Total number of common shareholders at the end of the reporting period is 10,220[13] - The largest shareholder, Wu Tao, holds 45.00% of shares with 118,240,460 shares[13] Research and Development - Research and development expenses decreased to ¥5.67 million in 2025 from ¥7.67 million in 2024, reflecting a 26% reduction[21] Accounting Standards - The new accounting standards or interpretations will be implemented starting from 2025, affecting the financial statements from the beginning of the year[27]

Core Viewpoint - The cultivated diamond sector has experienced a rapid surge, with notable stock price increases for several companies, indicating a growing interest and potential investment opportunities in this market [1]. Group 1: Stock Performance - HuiFeng Diamond (920725) saw a significant increase of 13.42%, reaching a price of 39.48, with a market capitalization of 251 million [2]. - Wald (688028) reported an 8.85% rise, with its stock priced at 48.95 and a market cap of 458 million [2]. - Power Diamond (301071) increased by 6.50%, with a stock price of 43.07 and a market cap of 1.032 billion [2]. - SiFangDa (300179) experienced a 5.54% increase, reaching a price of 14.10 [2]. - Hengsheng Energy (605580) rose by 5.37%, with a stock price of 35.14 and a market cap of 211 million [2]. - HuangHe Xuanfeng (600172) increased by 5.22%, with a stock price of 7.06 and a market cap of 1.33 billion [2].

New Stock Issuance - Multiple companies are experiencing significant abnormal fluctuations in stock prices, including 香农芯创 (300475) with a notice date of 2025-10-24[1] - 天普股份 (605255) reported on 2025-10-21[1] - 生益电子 (688183) and 达华智能 (002512) both reported on 2025-10-29[1] Trading Alerts - 21 companies have been flagged for abnormal trading activities as of 2025-10-29, indicating potential volatility in the market[1] - ST新华锦 (600735) and 汇绿生态 (001267) are among those with recent alerts on 2025-10-29[1] - The report includes links to detailed announcements for each company, providing transparency and further information for investors[1] Market Trends - The report highlights a trend of increased scrutiny on companies with abnormal stock price movements, suggesting a potential shift in regulatory focus[1] - Investors are advised to monitor these stocks closely due to the heightened risk associated with abnormal fluctuations[1]

亚振家居股份有限公司 股票交易风险提示公告 证券代码：603389 证券简称：*ST 亚振 公告编号：2025-100 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： 截至目前，亚振家居股份有限公司（以下简称"公司"）控股股东吴涛先 生没有在未来 36 个月内改变公司主营业务或者对主营业务做出重大调整的明确 计划，或对公司及其子公司的主要资产和业务进行出售、合并、与他人合资或合 作的明确计划，或公司拟购买或置换资产的明确重组计划，或将其控制的其他资 产通过公司借壳上市的计划或安排。 二级市场交易风险。公司股票于 2025 年 9 月 9 日至 10 月 28 日连续三十 个交易日内日收盘价格涨幅偏离值累计达到 100.82%。公司股票短期涨幅严重高 于同期行业及上证指数涨幅，但公司基本面未发生重大变化，当前公司股票价格 走势已呈现出市场情绪过热及非理性炒作的特征，交易风险极大，存在短期大幅 下跌的风险。 生产经营风险。公司 2025 年半年度归属于上市公司股东的净利润为 -3,309.39 万元，归属于上市公司 ...

Market Overview - The primary economic sector increased by 0.25% compared to the previous trading day, with *ST Yazhen leading the gains [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - The top-performing stocks in the primary economic sector included: - *ST Yazhen: Closed at 48.25, up 3.70% with a trading volume of 45,900 shares and a turnover of 218 million yuan [1] - Shanghai Phoenix: Closed at 13.53, up 3.28% with a trading volume of 202,500 shares and a turnover of 275 million yuan [1] - Remote Technology: Closed at 6.94, up 3.12% with a trading volume of 805,000 shares and a turnover of 557 million yuan [1] Capital Flow - The primary economic sector experienced a net outflow of 87.83 million yuan from institutional investors, while retail investors saw a net inflow of 67.43 million yuan [2] - The capital flow for individual stocks showed: - Remote Technology had a net inflow of 38.64 million yuan from institutional investors, but a net outflow of 56.11 million yuan from retail investors [3] - Shanghai Phoenix saw a net inflow of 8.56 million yuan from institutional investors, with a net outflow of 21.73 million yuan from speculative funds [3]

Market Overview - The home goods sector increased by 0.09% compared to the previous trading day, with Longzhu Technology leading the gains [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Top Performers - Longzhu Technology (code: 920445) closed at 14.74, up 11.25% with a trading volume of 286,100 shares and a turnover of 428 million yuan [1] - Ruilite (code: 002790) closed at 9.04, up 9.98% with a trading volume of 146,600 shares and a turnover of 129 million yuan [1] - Taipeng Intelligent (code: 920132) closed at 22.01, up 6.23% with a trading volume of 20,000 shares and a turnover of 43.28 million yuan [1] Underperformers - Zhiou Technology (code: 301376) closed at 18.39, down 6.98% with a trading volume of 95,500 shares and a turnover of 177 million yuan [2] - Meizhi Gao (code: 920765) closed at 26.60, down 4.32% with a trading volume of 31,100 shares and a turnover of 82.09 million yuan [2] - ST Songfa (code: 603268) closed at 55.35, down 3.54% with a trading volume of 34,400 shares and a turnover of 193 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 322 million yuan from institutional investors, while retail investors saw a net inflow of 306 million yuan [2] - The top stocks by net inflow from retail investors included Ruilite and Tianzhen Co., with net inflows of 30 million yuan and 21.6 million yuan respectively [3] Detailed Capital Flow - Ruilite had a net inflow of 30 million yuan from institutional investors, but a net outflow of 20.17 million yuan from speculative funds [3] - Tianzhen Co. saw a net inflow of 21.68 million yuan from institutional investors, with a net outflow of 2.34 million yuan from retail investors [3] - The overall capital flow indicates a mixed sentiment among different investor types within the home goods sector [3]

Core Viewpoint - *ST亚振 has experienced significant stock performance, achieving three trading limits within four days and a cumulative increase of 15.78% [2] Company Performance - The stock recorded a trading volume of 2.6635 million shares and a transaction amount of 118 million yuan on the latest trading day [2] - The total market capitalization of *ST亚振 reached 11.8 billion yuan [2] Recent Trading Data - The stock's daily performance over the past few days is as follows: - October 23, 2025: 0.00% change, 1.89% turnover rate, net inflow of 15.95 million yuan - October 22, 2025: 5.01% increase, 2.14% turnover rate, net outflow of 5.03 million yuan - October 21, 2025: 5.00% increase, 1.94% turnover rate, net outflow of 13.71 million yuan - October 20, 2025: 5.00% decrease, 0.35% turnover rate, net outflow of 19.08 million yuan - October 17, 2025: 5.00% decrease, 0.42% turnover rate, net outflow of 15.11 million yuan - October 16, 2025: 4.85% increase, 2.77% turnover rate, net outflow of 17.31 million yuan - October 15, 2025: 4.99% increase, 1.55% turnover rate, net outflow of 17.42 million yuan - October 14, 2025: 5.00% increase, 0.49% turnover rate, net inflow of 6.98 million yuan - October 13, 2025: 5.00% increase, 1.35% turnover rate, net inflow of 16.78 million yuan - October 10, 2025: 2.48% decrease, 2.78% turnover rate, net outflow of 14.85 million yuan [2]

Group 1 - The cultivated diamond concept declined by 2.94%, ranking among the top declines in the concept sector as of the market close on October 23 [1] - Within the cultivated diamond sector, companies such as Strength Diamond, Sifangda, and Chaohongji experienced significant declines, while a few companies like Guoli Electronics, World, and Yuyuan Co. saw increases of 3.52%, 1.49%, and 0.69% respectively [1][2] - The cultivated diamond sector experienced a net outflow of 1.155 billion yuan in principal funds today, with 12 stocks seeing net outflows, and 7 stocks having outflows exceeding 50 million yuan [2] Group 2 - The top net outflow stock was Huanghe Xuanfeng, with a net outflow of 518 million yuan, followed by Chuangjiang New Materials, Jingsheng Mechanical and Electrical, and Sifangda with net outflows of 202 million yuan, 108 million yuan, and 88.7 million yuan respectively [2] - The stocks with the highest net inflows included World, *ST Yazhen, and Inno Laser, with net inflows of 25.5 million yuan, 15.9 million yuan, and 7.4 million yuan respectively [2][3] - The cultivated diamond concept sector had several stocks with notable declines, including Strength Diamond at -7.97%, Sifangda at -7.05%, and Chao Hong Ji at -6.32% [2][3]

Group 1 - The A-share market for synthetic diamond stocks experienced a collective decline, with Huifeng Diamond dropping over 10% and Hengsheng Energy hitting the daily limit down [1] - Other companies such as Sifangda, Chaohongji, and Liliang Diamond also saw declines exceeding 6%, while Huanghe Xuanfeng was the only stock to rise, gaining over 4% [1] Group 2 - Specific stock performance included Huifeng Diamond down 10.38% with a market cap of 3.256 billion, Hengsheng Energy down 10% with a market cap of 8.593 billion, and Sifangda down 6.98% with a market cap of 6.861 billion [2] - Year-to-date performance showed Hengsheng Energy with a significant increase of 183.21%, while Huifeng Diamond had a decline of 7.84% [2]