南方财经1月28日电，南财投研通数据显示，1月27日，券商给予上市公司目标价共9次，按最新收盘价 计算，目标价涨幅排名居前的公司有长源东谷、弘元绿能、好太太，目标价涨幅分别为50.61%、 42.37%、30.60%，分别属于汽车零部件、光伏设备、家居用品行业。从券商推荐家数来看，1月27日有 29家上市公司得到券商推荐，通化东宝、志邦家居、燕京啤酒等获得1家推荐。查看原文：29股获推 荐，长源东谷目标价涨幅超50%丨券商评级观察刚刚 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 志邦家居股份有限公司 关于股份回购比例达到1%的进展公告 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： ■ 注：上述占总股本比例的总股本为截至2025年12月31日的总股本434,351,397股。 一、回购股份的基本情况 志邦家居股份有限公司（以下简称"公司"）于2025年12月3日召开了第五届董事会第十二次会议，审议 通过了《关于以集中竞价交易方式回购公司股份预案的议案》，同意公司使用自有资金及商业银行回购 专项贷款通过集中竞价交易方式回购部分公司股份，用于股权激励或转换公司发行的可转债。本次回购 的资金总额不低于人民币8,000万元（含）且不超过人民币11,000万元（含），回购价格不超过人民币 14.13元/股（含）。回购股份实施期限为自公司董事会审议通过回购股份方案之日起不超过12个月。具 体内容详见公司于2025年12月13日在上海证券交易所网站（www.sse.com.cn）披露的《关于以集中竞价 方式回购股份的回购报告书》（公告编号：2025- ...

证券日报网讯1月27日，志邦家居（603801）发布公告称，截至2026年1月26日，公司通过集中竞价交易 方式已累计回购股份4，862，858股，占公司总股本的比例为1.1196%。 ...

| 证券代码：603801 | 证券简称：志邦家居 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：113693 | 债券简称：志邦转债 | | 志邦家居股份有限公司 关于股份回购比例达到 1%的进展公告 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： 二、回购股份的进展情况 根据《上市公司股份回购规则》及《上海证券交易所上市公司自律监管指引 第 7 号——回购股份》的有关规定，在回购期间，回购股份占上市公司总股本的 比例每增加 1%的，应当在事实发生之日起 3 个交易日内予以披露。现将公司回购 股份进展情况公告如下： 截至 2026 年 1 月 26 日，公司通过集中竞价交易方式已累计回购股份 4,862,858 股，占公司总股本的比例为 1.1196%，回购成交最低价格为 9.23 元/股，成交最高 价格为 9.84 元/股，累计支付的资金总额为人民币 46,216,244 元（不含交易佣金等 交易费用）。 上述回购进展符合既定的回购股份方案。 | 回购方案首次披露 ...

行 行业周报 业 头部纸企白卡纸提价，去年国内消费市场稳增长 研 ——轻工制造&纺织服饰行业周报 | 究 | 分析师： | 袁艺博 | SAC | NO： | S1150521120002 | 2026 年 | 01 | 月 | 26 | 日 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 轻工制造 | | 投资要点： | | | | | | | | | | 纺织服饰 | | | | | | | | | | | | | | 行业要闻  | | | | | | | | | | 证券分析师 | | （1）200 | | 元/吨，多家白卡纸巨头将在春节后涨价。 | | | | | | | | 袁艺博 | | | | | | | | | | | | yuanyb@bhzq.com 022-23839135 | | （2）泡泡玛特本周连续回购股份，累计金额近 | | 3.5 | 亿港元。 | | | | | | | 研子究行助业理评级 | | 重要公司公告  | | | | | | | | | | 家居用品 | 中性 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：证券之星 1月22日，定制家居龙头企业志邦家居（603801.SH）发布2025年度业绩预告。公司预计全年归母净利 润为1.7亿元至2.2亿元，同比下降42.92%至55.89%；扣非归母净利润下滑更为明显，同比降幅预计达 55.82%至67.60%。 值得注意的是，自2024年以来，志邦家居已持续面临行业整体承压、增长动能趋缓的挑战。公司表示， 业绩下滑主要受地产行业下行、市场竞争加剧等多重因素影响。 证券之星注意到，志邦家居近年来着力推进"整家一体化"战略转型，试图通过品类融合与服务升级构建 新的增长曲线。然而，随着家居行业进入深度调整期，公司不仅面临核心定制业务增长乏力，原有渠道 体系也承受较大压力，多重挑战在业绩中集中显现。 01． 净利润预计"腰斩"，连续两年下滑 日前，志邦家居发布业绩预告，预计2025年度实现归属净利润为1.7亿元到2.2亿元，同比减少42.92%到 55.89%；预计扣非净利润为1.1亿元至1.5亿元，同比减少55.82%到67.60%。 证券之星注意到，这是公司在2024年年度业绩下滑后，再度录得 ...

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 22, 2026 [1][5] - The stock "奥特维" (code: 688516.SH) leads with a daily increase of 14.41% and a year-to-date increase of 65.73%, with a dividend yield of 3.21% [1][5] - Other notable performers include "九丰能源" (code: 605090.SH) with a daily increase of 5.95% and a year-to-date increase of 21.51%, and "中国海滩" (code: 600938.SH) with a daily increase of 4.12% and a year-to-date increase of 5.43% [1][5] Group 2 - The overall dividend yield for the index is reported at 4.76%, with a historical price-to-earnings (P/E) ratio of 11.75 times and an expected P/E ratio of 11.07 times [2] - The data indicates a positive trend in stock performance, with several companies showing significant year-to-date gains, suggesting a favorable investment environment [4][8]

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： ● 业绩预告的具体适用情形：实现盈利，且净利润与上年同期相比下降50%以上。 ● 预计2025年度实现归属于上市公司股东的净利润17,000.00万元到22,000.00万元，同比减少42.92%到 55.89%。 ● 预计2025年度实现归属于上市公司股东的扣除非经常性损益的净利润11,000.00万元到15,000.00万元， 同比减少55.82%到67.60%。 一、本期业绩预告 （一）业绩预告期间 2025年1月1日至2025年12月31日。 证券代码：603801 证券简称：志邦家居 公告编号：2026-005 债券代码：113693 债券简称：志邦转债 （一）归属于母公司所有者的净利润：38,541.67万元。归属于母公司所有者的扣除非经常性损益的净利 润：33,951.46万元。 （二）每股收益：0.8896元。 三、本期业绩预减的主要原因 2025年度，一方面受新房交付量持续收缩影响，公司大宗业务结构性调整，导致同比规模下滑。另一方 面，在经济不确 ...

Core Insights - The profit pressure faced by Zhigang Home in 2025 is a reflection of the broader industry adjustment cycle, where the company is strategically sacrificing short-term profits for long-term growth potential [1][3] - Zhigang Home is focusing on three core strategies: enhancing whole-home customization, deepening overseas market penetration, and advancing digital transformation to build competitive strength during the industry downturn [1][2] Industry Overview - The overall sales of building materials and home furnishing markets in China are expected to decline year-on-year in 2025, with over 70% of home furnishing demand shifting towards renovation of existing homes, indicating a significant market shift [1][2] - The industry is undergoing a "de-commercialization" adjustment, leading to accelerated elimination of inefficient supply and narrowing profit margins for leading companies [1] Company Strategies - Zhigang Home is developing specialized solutions for old home renovations, catering to personalized design and rapid delivery needs, which aligns with the growing demand for renovation in the existing housing market [1][2] - The company is expanding its global footprint by transitioning from "product export" to "model export," targeting emerging markets in Southeast Asia and Africa to mitigate domestic market risks [2] - Continuous investment in digital transformation is enhancing operational efficiency, with the implementation of a 4.0 smart factory that has increased automation levels by over 70% and reduced order delivery times by nearly 50% [2] Future Outlook - The strategic choices made by Zhigang Home are expected to yield results, with whole-home customization addressing existing demand, overseas business creating new growth opportunities, and digital transformation solidifying operational efficiency [2][3] - As the industry gradually emerges from the adjustment phase, the advantages gained from these early strategic moves are anticipated to drive profit recovery and high-quality growth for Zhigang Home [2][3]

Group 1: Profit Forecasts - Limin Co. expects a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% [1] - Guohui Energy anticipates a net profit of 1.32 billion to 1.47 billion yuan for 2025, reflecting a decline of 50.03% to 55.13% year-on-year [2] - Jiajia Yue forecasts a net profit of 198 million to 228 million yuan for 2025, indicating a growth of 50.06% to 72.79% year-on-year [3] - Xianghe Industry projects a net profit of 120 million to 148 million yuan for 2025, with an expected increase of 59.17% to 96.31% year-on-year [4] - Aojie Technology predicts a net profit of 90 million to 120 million yuan for 2025, showing a growth of 228.34% to 337.79% year-on-year [14] - Shanghai Electric expects a net profit of 1.1 billion to 1.32 billion yuan for 2025, representing an increase of approximately 47% to 76% year-on-year [15] - Tianfu Communication anticipates a net profit of 1.881 billion to 2.15 billion yuan for 2025, reflecting a growth of 40% to 60% year-on-year [16] - Yichang Technology forecasts a net profit of 150 million to 225 million yuan for 2025, indicating a year-on-year increase of 58% to 138% [29] - Shanghai Yizhong expects a net profit of 60 million to 70 million yuan for 2025, representing a significant increase of 760.18% to 903.54% year-on-year [41] Group 2: Loss Forecasts - Kexin Electromechanical anticipates a net profit of 55 million to 70 million yuan for 2025, reflecting a decline of 58.65% to 67.51% year-on-year [11][12] - Kexin Technology expects a net loss of 900 million to 1.2 billion yuan for 2025, which is an increase in loss of 78.67% to 84% year-on-year [10] - Tianyang New Materials forecasts a net loss of 250 million to 180 million yuan for 2025, compared to a loss of 213 million yuan in the previous year [20] - Bo Rui Data anticipates a net loss of 90 million to 100 million yuan for 2025, which is an increase in loss of 15.17 million to 25.17 million yuan year-on-year [19] - Xinlian Integrated expects a net loss of 577 million yuan for 2025, which is a reduction in loss of approximately 40.02% compared to the previous year [40] - Fangshilong forecasts a net loss of 4 million to 6 million yuan for 2025 [30] Group 3: Strategic Developments - Lianlong signed a strategic framework agreement with Runyinglian to enhance the reliability and efficiency of the lubricant additive supply chain in China and the Asia-Pacific region [7] - Han Jian Heshan is planning to acquire a 52.51% stake in Liaoning Xingfu New Materials Co., Ltd., with stock suspension expected for up to 9 trading days [13] - Kai Zhong Precision plans to invest 116 million yuan in a technical transformation and expansion project to meet future capacity demands [34] - Tianfu Communication is expected to engage in clinical trials for its ABA001 injection, which has received approval from the National Medical Products Administration [17]