| 序号 | 4683 | 简称 | 東日涨幅 | 年内涨幅 | 股息率 (近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 601686.SH 友发集团 | | 10.03 | 31.48 | 4.24 | | 2 | 002083.SZ | 录日股份 | 10.00 | 29.75 | 2.33 | | 3 | 603299.SH | 苏盐井神 | 5.07 | 5.26 | 3.96 | | 4 | 600026.SH | 中远海能 | 3.96 | 10.89 | 3.41 | | 5 | 603730.SH | 岱美股份 | 3.55 | 5.83 | 3.85 | | 6 | 600188.SH | 兖矿能源 | 3.06 | 15.60 | 6.13 | | 7 | 601857.SH | 中国石油 | 2.50 | 1.78 | 5.45 | | 8 | 000928.SZ | 中钢国际 | 2.21 | 6.54 | 4.61 | | ਰੇ | 007588 SZ | 金杯申 | 2 ...

Investment Rating - The report maintains an "Overweight" rating for the industry [4] Core Views - The report emphasizes the importance of valuation switching logic in the new consumption sector, highlighting stable operational performance in the sports brand sector for Q3 [6][4] - It suggests a focus on high-growth tracks in new consumption and the valuation switching logic within the sector, particularly in the collectible toy segment [6][4] - The report identifies several companies with strong growth potential and suggests monitoring their performance closely [6][4] Summary by Sections Industry Overview - The industry consists of 175 listed companies with a total market value of 10,672.79 billion and a circulating market value of 8,623.31 billion [2] Market Performance - The Shanghai Composite Index decreased by 1.47%, while the Shenzhen Component Index fell by 4.99% during the week of October 13-17, 2025 [6][11] - The light industry manufacturing index dropped by 2.22%, ranking 13th among 28 Shenwan industries, while the textile and apparel index decreased by 0.31%, ranking 5th [6][11] Key Company Insights - Companies such as Bubble Mart are expected to release Q3 operational data, with new product launches anticipated to drive performance in Q4 [6] - 361 Degrees reported a stable performance with a 10% increase in offline and children's clothing sales, and a 20% increase in e-commerce sales [6] - Anta Sports, Li Ning, and other functional apparel brands are highlighted for their growth potential [6] Investment Opportunities - The report suggests focusing on the acceleration of the Chinese consumption supply chain going overseas, particularly in non-woven fabric manufacturing [6][7] - Companies like Yanjiang Co. are recommended for their advanced production techniques and global supply chain capabilities [7] - The pet supplies sector is also highlighted, with companies like Yuanfei Pet expected to benefit from growth in both OEM and OBM businesses [6][7] Sector Recommendations - The report recommends monitoring companies in the home furnishing sector, such as Xilinmen and Gujia Home, for potential recovery in performance and valuation [6] - In the paper industry, Sun Paper is recommended due to its integrated advantages and expected improvement in profitability [6][7] - The textile manufacturing sector suggests a focus on companies like Jingyuan International for their market share growth potential [6][7]

行业观点更新： 投资建议 风险因素 地产竣工恢复速度低于预期；原材料价格大幅上涨；新品推广不及预期；汇率大幅波动。 敬请参阅最后一页特别声明 1 家居板块：1）内销方面，需求端相对上周企稳，跌幅一定程度收窄，截至 10 月 17 日，本周 30 大中城市成交面 积当周同比-22.46%，14 城二手房成交面积当周同比-20.75%。2）外销方面，9 月跨境电商亚马逊整体表现亮眼， 多企业海外站点同比增速回正，其中表现最优站点分别为：梦百合美国站 GMV 为 996 万美元，同比+82.0%，致欧 科技英国站 GMV 为 884 万英镑，同比+37.1%，恒林股份美国站点 GMV 为 3574 万美元，同比+30.9%；10 月 14 日美 国针对进口橱柜、浴室柜及软包木家具的 25%新关税已正式生效，但部分头部企业仍具备应对关税风险的能力， 主系关税可由客户提价转嫁给消费者，且部分企业已布局海外产能；此外，根据 CME 跟踪，10 月美国降息概率为 100%，降息有望带动海外需求回暖，一定程度利于海外家居需求修复。整体来看，内销板块重点关注 25 年业绩 增长确定性高并且具备相对高股息支撑的内销龙头企业。外销 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300993 | 玉马科技 | 18.24 | -6.46% | 17.83万 | | 3.32亿 | | 603610 | 麒盛科技 | 16.84 | -6.18% | 12.83万 | | 2661Z | | 920765 | 美之高 | 22.26 | -5.68% | 3.62万 | | 8232.45万 | | 003012 | 东鹏控股 | 7.65 | -5.56% | - 46.43万 | | 3.60亿 | | 603389 | *ST亚振 | 40.83 | -5.00% | 1.09万 | | 4463.13万 | | 603725 | 天安新材 | 10.39 | -4.94% | 17.88万 | | 1.90亿 | | 001221 | 悍高集团 | 65.59 | -4.73% | 3.45万 | | 2.32亿 | | 301227 | 床鹰窗业 | 44.55 | -4.71% | 2.03万 | ...

Investment Rating - The report maintains a positive outlook on the light industry and paper sector for Q3 2025, indicating a favorable investment rating [1]. Core Insights - The globalization of supply chains is accelerating changes in the packaging landscape, with leading companies increasing their market share and improving profitability [2]. - Q3 2025 is expected to see a divergence in performance among companies, influenced by supply chain advantages and growth potential [2]. - The report highlights specific companies with projected revenue and profit growth, indicating a robust performance in certain segments despite challenges in others [5][6]. Summary by Sections Packaging and Printing - Companies like Yutong Technology and Baosteel Packaging are expected to see slight revenue growth, while others like Meiyingsen may face revenue pressure but maintain profit growth [2][3]. - The overall packaging sector is benefiting from the global supply chain shift, with many companies reporting stable or improving profit margins [2][3]. Export Sector - Companies such as Jiangxin Home and Qianjiang Motorcycle are projected to experience significant revenue growth, with estimates of over 30% for Q3 2025 [6][7]. - The report notes that the export sector is showing resilience, with several companies adapting well to changing market conditions [6][7]. Two-Wheel and Motorcycle Sector - Companies like Aima Technology and Spring Wind Power are expected to report revenue growth of over 10% in Q3 2025, driven by seasonal demand and market adjustments [10][11]. - The sector is experiencing a mix of growth and challenges, with some companies facing declines due to regulatory changes [10][11]. Home Furnishing Sector - The report indicates that companies like Oppein Home and Kuka Home are facing revenue declines, while others like Joy Home are expected to show resilience with slight growth [12][14]. - The home furnishing market is under pressure from policy changes, but some segments are performing better than others [12][14]. Light Consumer Goods - Companies such as Dongkang Oral and Jeya are projected to see significant revenue and profit growth, with estimates indicating over 60% growth for Jeya in Q3 2025 [13][16]. - The light consumer goods sector is showing a positive trend, with several companies benefiting from strong demand and effective marketing strategies [13][16]. Paper Industry - The report anticipates a mixed performance in the paper sector, with some companies like Sun Paper expected to see profit declines due to price pressures, while others may experience stability [18][19]. - The paper industry is facing challenges from raw material price fluctuations, but certain segments are expected to maintain profitability [18][19].

证券日报网讯10月15日晚间，欧派家居（603833）发布公告称，公司对控股股东和实际控制人及其关联 人提供的担保总额为0元。 ...

| 证券代码：603833 | 证券简称：欧派家居 | 公告编号：2025-090 | | --- | --- | --- | | 转债代码：113655 | 转债简称：欧 转债 22 | | 欧派家居集团股份有限公司 关于公司及控股子公司对外担保进展公告 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： 担保对象及基本情况 | | | 被担保人名称 本次担保金额 | 派"） 10,000 | 万元 | 江苏欧派整体定制家居有限公司（以下简称"江苏欧 | | --- | --- | --- | --- | --- | --- | | 担 象 | 保 对 | | | | | | | | 实际为其提供的担保余额 | 0 万元 | | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | | | 销售；皮革制品销售；木制容器销售；地板销售（除依法须经批 准的项目外，凭营业执照依法自主开展 ...

Market Overview - The home goods sector increased by 0.07% on October 14, with Hao Tai Tai leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Top Performers - Hao Tai Tai (603848) closed at 22.13, up 9.99% with a trading volume of 104,800 shares and a turnover of 227 million yuan [1] - Sea Owl (002084) closed at 4.52, up 9.98% with a trading volume of 573,900 shares and a turnover of 252 million yuan [1] - Yu Ma Technology (300993) closed at 19.35, up 5.39% with a trading volume of 264,400 shares and a turnover of 506 million yuan [1] Underperformers - Jiangshan Oupai (603208) closed at 15.26, down 5.63% with a trading volume of 177,200 shares and a turnover of 283 million yuan [2] - Filinger (603226) closed at 45.08, down 4.09% with a trading volume of 161,500 shares and a turnover of 758 million yuan [2] - Qi Sheng Technology (603610) closed at 18.52, down 3.94% with a trading volume of 228,500 shares and a turnover of 433 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 26.59 million yuan from institutional investors and 53.19 million yuan from speculative funds, while retail investors saw a net inflow of 79.79 million yuan [2] - The capital flow for individual stocks in the home goods sector is detailed in the following table [3] Individual Stock Capital Flow - Sea Owl (002084) had a net inflow of 93.29 million yuan from institutional investors, but a net outflow of 36.74 million yuan from speculative funds and 56.54 million yuan from retail investors [3] - Hao Tai Tai (603848) saw a net inflow of 36.04 million yuan from institutional investors, with net outflows from both speculative and retail investors [3] - Yu Ma Technology (300993) had a net inflow of 29.99 million yuan from institutional investors, but a net outflow from retail investors [3]

10月14日，欧派家居盘中上涨2.07%，截至10:49，报54.25元/股，成交6064.01万元，换手率0.19%，总 市值330.47亿元。 资金流向方面，主力资金净流入196.38万元，特大单买入389.64万元，占比6.43%，卖出173.73万元，占 比2.86%；大单买入987.92万元，占比16.29%，卖出1007.46万元，占比16.61%。 欧派家居今年以来股价跌18.38%，近5个交易日涨2.17%，近20日跌5.41%，近60日跌1.60%。 资料显示，欧派家居集团股份有限公司位于广东省广州市白云区广花三路366号，成立日期1994年7月1 日，上市日期2017年3月28日，公司主营业务涉及主要从事全屋家居产品的个性化设计、研发、生产、 销售、安装和室内装饰服务。由定制橱柜起步,并从橱柜向全屋产品延伸,覆盖整体厨房、整体衣柜(全屋 定制)、整体卫浴、定制木门系统、金属门窗、软装、家具配套等整体家居产品。主营业务收入构成 为：衣柜及配套家具产品51.74%，橱柜28.80%，木门6.00%，卫浴5.74%，其他4.69%，其他(补 充)3.04%。 欧派家居所属申万行业为：轻工制造-家 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 欧派家居集团股份有限公司于2025年10月14日发布公告，披露了使用闲置募集资金进行现金管理的最新 进展。公司拟使用3.4亿元闲置募集资金投资单位大额存单，旨在提高募集资金使用效率，在确保不影 响募投项目正常运行的前提下，为股东创造合理回报。 投资详情 本次现金管理的资金来源于2022年公开发行可转换公司债券暂时闲置募集资金。投资产品为中国建设银 行的单位大额存单2025年第039期（1个月客户优享），分为两笔，一笔3亿元，另一笔4000万元，期限 均为31天，预计年化收益率0.9%，预计收益金额分别为22.93万元和3.06万元，收益类型为保本固定收 益，无结构化安排，不构成关联交易。 |产品名称|受托方名称|产品类型|产品金额|预计年化收益率|预计收益金额|期限|收益类型|有无结构化安 排|是否构成关联交易|资金来源| | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | |单位大额存单2025年第 039期(1个月客户优享)|中国建设银行股份有限公司|银行理财|30 ...