Group 1 - The core viewpoint of the announcement indicates a decline in both revenue and net profit for the first half of 2025, with revenue at 2.386 billion yuan, down 2.28% year-on-year [1] - The net profit for the same period is reported at 238 million yuan, reflecting a year-on-year decrease of 8.02% [1] - The company has decided not to distribute profits or increase capital reserves during this reporting period [1]

证券代码：603408 证券简称：建霖家居 公告编号： 2025-023 厦门建霖健康家居股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： （三）会议召开方式：上证路演中心网络互动 厦门建霖健康家居股份有限公司（以下简称"公司"）将于 2025 年 08 月 29 日发布公司 2025 年半年度报告，为便于广大投 资者更全面深入地了解公司 2025 年半年度经营成果、财务状况， 公司计划于 2025 年 09 月 01 日（星期一）14:00-15:00 举行 2025 会议召开时间：2025 年 09 月 01 日（星期一）14:00-15:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 08 月 31 日前登录上证路演中心网站首页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 investor ...

Core Viewpoint - The company is currently focused on smart home research and development, particularly in the area of IoT connectivity, and does not have specific plans for developing home robots at this time [2]. Group 1 - The company received inquiries from investors about plans to develop kitchen and bathroom robots [2]. - The company confirmed that its primary focus in the smart field is on smart home research and development [2]. - There are no specific plans for home robots such as bathing or cooking robots at this moment [2].

格隆汇8月19日丨建霖家居(603408.SH)在互动平台表示，公司在智能领域主要聚焦于智能家居研究与发 展，初步以物联互通为主要研究方向。目前尚未有家居机器人具体计划。 ...

Core Insights - The main business of the company includes the research, design, production, and sales of kitchen and bathroom products, water purification products, and other home products [3] - The core product revenue structure shows that kitchen and bathroom products account for the highest proportion at 63.85%, followed by other home products at 15.26% [3] Financial Performance - In 2020, the company achieved a net profit attributable to shareholders of 365 million yuan, which increased to 482 million yuan by 2024, reflecting a cumulative growth of 32.04% over the years [3] - The company has not reported any losses in the past five years, with net profit growth occurring in four out of those years, representing 80.0% of the time [3] - Revenue analysis indicates that the company generated 3.835 billion yuan in revenue in 2020, which grew to 5.007 billion yuan by 2024, showing an overall growth trend despite a brief setback in 2022 [3] Profitability - The company's profitability has remained stable, with net profit attributable to shareholders increasing from 365 million yuan in 2020 to 482 million yuan in 2024, except for a slight decline in 2023 [3] Market Valuation - The company's market capitalization peaked at 13.298 billion yuan on August 4, 2020, with the stock price reaching 29.77 yuan, but as of July 29, the stock price had fallen to 11.68 yuan, resulting in a market cap of 5.228 billion yuan, a decrease of 8.07 billion yuan, or 60.69% from its peak [5]

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。 | 600188 | 兖矿能 | 6.27 | 2.32 | 13.24 | 13.56 | 2.38 | | --- | --- | --- | --- | --- | --- | --- | | | 源 | | | | | | | 301152 | 天力锂 | 3.21 | 9.32 | 28.87 | 29.56 | 2.37 | | | 能 | | | | | | | 300818 | 耐普矿 | 4.91 | 12.59 | 23.83 | 24.38 | 2.29 | | | 机 | | | | | | | 601666 | 平煤股 | 9.90 | 8.81 | 8.58 | 8.77 | 2.17 | | | 份 | | | | | | | 300761 | 立华股 份 | 3.34 | 3.34 | 19.40 | 19.80 | 2.04 | | 600586 | 金晶科 | 4.42 | 4.75 | 5.33 | 5.43 | 1.91 | | | 技 | | | | | | | 600809 | 山西汾 | 5.82 | ...

Market Overview - The Shanghai Composite Index is at 3570.20 points, above the six-month moving average, with a change of 0.29% [1] - The total trading volume of A-shares today is 15610.05 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 61 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Huabei Mining: 8.00% deviation rate, with a price increase of 8.60% [1] - Hengjin Induction: 7.25% deviation rate, with a price increase of 8.04% [1] - Shanmei International: 7.00% deviation rate, with a price increase of 10.04% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Juhua Technology: minor deviation rate [1] - *ST Chuntian: minor deviation rate [1] - Hanzhong Precision Machinery: minor deviation rate [1]

Core Viewpoint - Jianglin Home is actively expanding its overseas production capacity by investing 319 million yuan in the construction of a third factory in Thailand to enhance its international competitiveness and market share [1][2]. Group 1: Investment and Expansion - The company plans to increase its investment in Jianglin Industrial (Thailand) Co., Ltd. to build a third-phase factory, with a total investment of 319 million yuan [1][2]. - The investment will be funded by shareholders of Jianglin Thailand using their own funds, with the company allocating up to 43 million USD from its own funds for this expansion project [2]. Group 2: Financial Performance - In 2024, Jianglin Home's overseas revenue reached 3.858 billion yuan, accounting for 77% of total revenue, with a year-on-year growth of 16.57% [3]. - The gross profit margin for overseas operations was 27.83%, significantly higher than the domestic margin of 19.51% [3]. Group 3: Research and Development - The company invested 263 million yuan in R&D in 2024, representing 5.26% of its revenue, with a total of 990 R&D personnel, making up 14.6% of the workforce [4]. - Jianglin Home holds 2,043 valid patents and 70 software copyrights, with 65 new invention patents added in 2024, marking a record high in both growth rate and total number [5]. Group 4: Customer Base and Market Strategy - The company has established a strong customer base, including well-known international brands such as Kohler, Moen, and Haier, which helps maintain its competitive edge [5]. - Jianglin Home aims to balance growth across North America, Europe, and China, while accelerating its production base layout in Thailand and Mexico to address tariff challenges [6]. Group 5: Cash Flow and Dividends - The company has maintained positive cash flow from operating activities since 2016, with 72.69 million yuan reported in Q1 2025 [6]. - Jianglin Home has consistently paid dividends since its IPO, with a payout ratio exceeding 45% each year, totaling approximately 1.236 billion yuan in dividends since 2020 [6].

证券代码：603408 证券简称：建霖家居 公告编号：2025-022 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： 每股分配比例 A 股每股现金红利0.5元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/16 | － | 2025/6/17 | 2025/6/17 | 厦门建霖健康家居股份有限公司 差异化分红送转： 否 2024年权益分派实施公告 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本447,573,000股为基数，每股派发现金红利0.5 元（含税），共计派发现金红利223,786,500元。 1. 发放年度：2024年 2. 分派对象： 三、 相关日期 | 股份类别 | 股权登记日 | 最后 ...

厦门建霖健康家居股份有限公司 2024年权益分派实施公告 证券代码：603408 证券简称：建霖家居 公告编号：2025-022 重要内容提示： 每股分配比例 A 股每股现金红利0.5元 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。 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/16 | － | 2025/6/17 | 2025/6/17 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 15 日的2024年年度股东大会审议通过。 二、 分配方案 相关日期 除公司自行发放的对象外，其他无限售条件流通股的红利委托中国结算上海分公司通过 其资金清算系统向股权登记日上海证券交易所收市后登记在册并在上海证券交易所各会员办 理了指定交易的股东派发。已办理指定交易的投资者可于红利发放日在其指定的证券营业部 领取现金红利，未办理指定交易的股东红利暂 ...