证券代码：603709 证券简称：中源家居 公告编号：2025-040 中源家居股份有限公司 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、准确性和完整性依法承担法律责任。 2024 年 11 月 18 日，中源家居股份有限公司（以下简称"公司"）召开第 四届董事会第三次会议审议通过了《关于转让土地承租权益并终止投资越南 （二期）生产基地项目的议案》，同意公司及下属公司将位于越南平阳省新渊 市渊兴坊与会义坊南新渊工业扩建区（第二期）第 N6 路 96,900 平方米的土地 承租权益转让给陈永兴先生，上述转让土地承租权益事项涉及土地预留保证金 138.54 万美元。具体内容详见公司于 2024 年 11 月 19 日在上海证券交易所网 站 www.sse.com.cn 披露的《中源家居股份有限公司关于转让土地承租权益并终 止投资越南（二期）生产基地项目的公告》（公告编号：2024-062）。 2025 年 8 月 26 日，公司下属公司中源越南投资（香港）有限公司收到陈 永兴名下的 YONGXING ENTERPRISES PTE. LTD.支付的全额土地 ...

Group 1 - The stock price of Zhongyuan Home reported at 14.87 yuan, down 0.27 yuan from the previous trading day, with an opening price of 15.34 yuan, a high of 16.20 yuan, and a low of 14.82 yuan. The trading volume for the day was 51,639 hands, with a fluctuation of 9.11% [1] - Zhongyuan Home primarily engages in the research, development, production, and sales of functional sofas and other home products, including manual and electric functional sofas [1] - On August 22, Zhongyuan Home experienced a rapid decline, with a drop of over 2% within 5 minutes. By 9:35 AM, the stock price was reported at 15.35 yuan, with a transaction volume of 18.84 million yuan [1] Group 2 - The net outflow of main funds on that day was 28.84 thousand yuan, accounting for 0.02% of the circulating market value. Over the past five trading days, the cumulative net inflow of main funds was 928.35 thousand yuan, representing 0.5% of the circulating market value [1]

Group 1 - The stock price of Zhongyuan Home on August 20 closed at 14.58 yuan, down 2.28% from the previous trading day [1] - The opening price on that day was 14.60 yuan, with a highest point of 14.92 yuan and a lowest point of 14.26 yuan, resulting in an intraday volatility of 4.42% [1] - There was a brief rebound in the stock price, reaching 14.78 yuan at 9:37 AM, with a gain of over 2% within 5 minutes [1] Group 2 - Zhongyuan Home primarily engages in the research, production, and sales of home products, including sofas and mattresses, and operates within the renovation and building materials sector [1] - The company is also involved in cross-border e-commerce [1] - On August 20, the net inflow of main funds was 1.6926 million yuan, with a cumulative net inflow of 12.8078 million yuan over the past five trading days [1] - The trading volume on that day was 71,349 lots, with a transaction amount of 104 million yuan and a turnover rate of 5.70% [1]

Group 1 - The home goods sector increased by 0.58% on August 19, with Diou Home leading the gains [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] - Diou Home's stock price rose by 8.19% to 7.00, with a trading volume of 333,000 shares and a transaction value of 227 million [1] Group 2 - The home goods sector experienced a net outflow of 208 million from institutional funds, while retail investors saw a net inflow of 272 million [2] - The top losers in the home goods sector included Aigang Home, which fell by 9.97% to 15.17, with a trading volume of 424,100 shares and a transaction value of 673 million [2] - The trading data indicates that retail investors were more active, as they contributed to the net inflow despite the overall sector's decline [2][3] Group 3 - Major stocks like Xidamen and Songgu Technology saw significant gains, with Xidamen increasing by 7.68% to 14.59 and Songgu Technology rising by 6.92% to 29.06 [1] - The data shows a mixed performance among home goods stocks, with some experiencing substantial gains while others faced declines [2][3] - The overall market sentiment appears cautious, reflected in the net outflows from institutional and speculative funds [2][3]

Group 1 - The renovation and building materials sector weakened, closing at 14,460.16 points with a decline of 1.72% [1] - Individual stocks in the renovation and building materials sector experienced varying degrees of decline, with Jingxue Energy leading the drop at 20.73 CNY per share, down 6.03% [1] - Songlin Technology closed at 27.30 CNY per share, down 5.11%, ranking second in the decline among renovation and building materials stocks [1] - Qu Mei Home closed at 4.82 CNY per share, down 4.74%, ranking third in the decline [1] - Conversely, Qisheng Technology led the gains in the sector, closing at 14.64 CNY per share, up 3.10% [1] - Zhongyuan Home closed at 15.63 CNY per share, up 2.83%, ranking second in gains [1] - Zhejiang Zhengte closed at 46.05 CNY per share, up 1.99%, ranking third in gains [1] Group 2 - Dongwu Securities released a report on the building materials industry, indicating that the overall slope of the real estate chain is slowing but the direction remains unchanged [1] - The report suggests that the clearing of the real estate chain is nearing completion, with a significant improvement in the supply structure [1] - It forecasts stable demand in 2025 with low growth expectations for companies, indicating a higher probability of success for the sector [1]

Core Viewpoint - The renovation and building materials sector experienced a slight increase, closing at 14,713.08 points with a growth rate of 0.25%, driven by several stocks in the sector showing positive performance [1] Company Performance - Mona Lisa closed at 10.09 CNY per share, leading the sector with a growth rate of 10.03% [1] - Three Trees closed at 44.00 CNY per share, with a growth rate of 8.06%, ranking second in the sector [1] - Qu Mei Home closed at 5.06 CNY per share, achieving a growth rate of 6.53%, ranking third [1] - Hengshang Energy closed at 15.65 CNY per share, leading the decline with a drop of 5.04% [1] - Zhongyuan Home closed at 15.20 CNY per share, with a decline of 2.00%, ranking second in losses [1] - Yangzi New Materials closed at 4.08 CNY per share, with a decline of 1.92%, ranking third in losses [1] Industry Insights - Dongwu Securities released a report indicating that while the slope of the real estate chain is slowing, the overall direction remains unchanged, with the clearing of the real estate chain nearing completion [1] - The supply structure has significantly improved, and demand is expected to stabilize in 2025 with low growth expectations for companies, indicating a higher probability of success for the sector [1] - The furniture consumption accelerated significantly in March due to the old-for-new subsidy, and a noticeable acceleration in home decoration is anticipated in Q3 [1]

Group 1 - The renovation and building materials sector experienced a slight increase, closing at 14,683.21 points with a growth rate of 0.04% [1] - Several stocks in the renovation and building materials sector saw price increases, with Mona Lisa leading at 9.81 CNY per share, up 6.98% [1] - Other notable performers included Sankeshu at 42.85 CNY per share, up 5.23%, and Senying Windows at 33.12 CNY per share, up 3.82% [1] Group 2 - Conversely, Weixing New Materials led the decline at 10.79 CNY per share, down 2.18% [1] - Qisheng Technology and Zhongyuan Home also experienced declines, closing at 14.10 CNY per share, down 2.08%, and 15.25 CNY per share, down 1.68%, respectively [1] - According to a report from Caitong Securities, national subsidies are expected to boost renovation demand, partly due to previously accumulated improvement renovation needs [1]

Market Performance - The home goods sector increased by 0.5% on August 12, with Qisheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Top Gainers - Qisheng Technology (603610) closed at 14.40, up 10.01% with a trading volume of 513,300 shares and a transaction value of 724 million [1] - Jiangxin Home (301061) closed at 104.00, up 4.93% with a trading volume of 16,600 shares and a transaction value of 171 million [1] - Tianan New Materials (603725) closed at 10.79, up 4.76% with a trading volume of 233,700 shares and a transaction value of 252 million [1] Notable Decliners - Meng Tian Home (603216) closed at 14.22, down 4.37% with a trading volume of 202,800 shares and a transaction value of 300 million [2] - Yuma Technology (300993) closed at 18.39, down 3.67% with a trading volume of 352,600 shares and a transaction value of 653 million [2] - Songyun Technology (603992) closed at 29.11, down 2.54% with a trading volume of 101,000 shares and a transaction value of 293 million [2] Capital Flow - The home goods sector saw a net inflow of 2.9085 million from institutional investors, while retail investors experienced a net outflow of 5.96732 million [2] - Speculative funds had a net inflow of 56.7647 million into the sector [2]

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： 证券代码：603709 证券简称：中源家居 公告编号：2025-039 中源家居股份有限公司 关于 2024 年限制性股票激励计划部分限制性股票 回购注销实施公告 ? 回购注销原因：鉴于中源家居股份有限公司（以下简称"公司"） 《2024 》（以下简称" 《激励计划（草案）》"）首次授予部 分 2 名激励对象离职，已不再具备激励对象资格，经公司第四届董事会第七次会 议审议通过，同意对其持有的已获授但尚未解除限售的限制性股票 1.95 万股予 以回购注销。 ? 本次注销股份的有关情况 回购股份数量 注销股份数量 注销日期 一、本次限制性股票回购注销的决策与信息披露 第三次会议审议通过了《关于回购注销部分限制性股票的议案》。具体内容详见 公司于 2025 年 4 月 29 日在上海证券交易所网站（www.sse.com.cn）披露的《中 源 家 居 股份有 限 公司关 于回 购注 销部 分限制 性股票的公告》（公 告编号： 部分限制性股票减少注册资本的债权人通知公告》 ...

证券代码：603709 证券简称：中源家居 公告编号：2025-039 中源家居股份有限公司 关于 2024 年限制性股票激励计划部分限制性股票 回购注销实施公告 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： 回购注销原因：鉴于中源家居股份有限公司（以下简称"公司"）《2024 年限制性股票激励计划（草案）》（以下简称"《激励计划（草案）》"）首次授予部 分 2 名激励对象离职，已不再具备激励对象资格，经公司第四届董事会第七次会 议审议通过，同意对其持有的已获授但尚未解除限售的限制性股票 1.95 万股予 以回购注销。 本次注销股份的有关情况 | 回购股份数量 | 注销股份数量 | | | 注销日期 | | | | --- | --- | --- | --- | --- | --- | --- | | 1.95 万股 | 1.95 | 万股 | 2025 | 年 7 月 | 31 | 日 | 一、本次限制性股票回购注销的决策与信息披露 1、2025 年 4 月 25 日，公司召开第四届董事会第七次会议和第四届 ...