| 证券代码：603833 | 证券简称：欧派家居 | 公告编号：2025-107 | | --- | --- | --- | | 转债代码：113655 | 转债简称：欧 22 转债 | | 欧派家居集团股份有限公司 关于使用闲置募集资金进行现金管理的公告 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： 已履行及拟履行的审议程序：欧派家居集团股份有限公司（以下简称"公 司"）于 2025 年 8 月 8 日召开了第四届董事会第二十六次会议、第四届监事会第 十七次会议，审议通过了《关于使用闲置募集资金进行现金管理的议案》，同意 公司使用总额度不超过人民币 3.5 亿元（含）暂时闲置募集资金适时进行现金管 理，决议有效期自 2025 年 8 月 19 日至 2026 年 8 月 18 日。本事项无需提交公司 股东会审议。 特别风险提示：公司使用暂时闲置募集资金进行现金管理的产品类型虽 然限定为安全性高、风险等级低且期限不超过 12 个月的保本型产品，整体风险 可控，但是相关产品仍可能受宏观经济及金融市场波动影响， ...

Core Insights - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their performance and dividend yield as of December 15, 2025 [1][4] Group 1: Stock Performance - The top-performing stock is LuRi Co., Ltd. (002083.SZ) with a daily increase of 10.03% and a year-to-date increase of 138.01% [1][4] - Dai Mei Co., Ltd. (603730.SH) ranks second with a daily increase of 3.58% and a year-to-date increase of 22.61% [1][4] - Changbao Co., Ltd. (002478.SZ) follows with a daily increase of 3.24% and a year-to-date increase of 69.53% [1][4] Group 2: Dividend Yields - Jiangsu Jinzhong (600901.SH) offers the highest dividend yield among the top 20 stocks at 6.70% [1][4] - Other notable dividend yields include Changsha Bank (601577.SH) at 6.54% and Huaxia Bank (600015.SH) at 5.97% [1][4] - The average dividend yield for the top 20 stocks varies, with several companies offering yields above 5% [1][4] Group 3: Additional Stock Insights - The performance of stocks like Midea Group (000333.SZ) shows a year-to-date increase of 12.77% despite a daily increase of only 1.37% [1][4] - Some stocks, such as Oppein Home Group (603833.SH), have experienced a year-to-date decline of 22.63% [1][4] - The data reflects a diverse range of performance and dividend strategies among the top stocks in the index [1][4]

本报讯 （记者李昱丞）近日，欧派家居集团股份有限公司（以下简称"欧派家居"）公告称，公司控股 股东、实际控制人、董事长及总裁姚良松之一致行动人张秋芳于12月12日通过上海证券交易所交易系统 以集中竞价的方式增持公司股票21万股，增持成交总额为1046.64万元。 （编辑 黄力） 公告显示，张秋芳系姚良松配偶。基于对公司未来持续稳健发展的信心和长期投资价值的认可，张秋芳 计划自2025年12月12日起6个月内，通过上海证券交易所交易系统以集中竞价的方式增持欧派家居A股 股份，累计拟增持股份的金额不低于5000万元，不超过10000万元，增持比例不超过公司总股本的1%。 ...

Investment Rating - The report maintains a "Neutral" rating for the light industry manufacturing and textile apparel sectors [4][37] - The report recommends an "Overweight" rating for specific companies including Oppein Home (603833), Sophia (002572), Explorer (300005), Semir Apparel (002563), Guibao Pet (301498), and Zhongchong Co., Ltd. (002891) [4][37] Core Insights - The central economic work conference emphasized the importance of domestic demand as the primary driver for the economy in the coming year, focusing on building a strong domestic market [10][36] - The report highlights the expectation of continued policies to stimulate consumption, particularly in the automotive, home appliance, and home furnishing sectors, as well as support for real estate [3][36] - The report notes that the easing of U.S.-China trade tensions and the Federal Reserve's interest rate cuts are likely to improve export chain orders, suggesting a positive outlook for companies with strong overseas production capabilities and brand power [4][37] Industry News - The central economic work conference took place in Beijing, outlining key tasks for the upcoming year, including innovation-driven growth and coordinated development [10] - A notification was issued to strengthen collaboration between commerce and finance to boost consumption [10] Important Company Announcements - Jian Sheng Group announced an investment of 818 million yuan in Egypt for capacity construction [28] - Ribo Fashion plans to acquire a 71% stake in Yindile through a combination of stock issuance and cash payment totaling 1.42 billion yuan [28] Market Review - From December 8 to December 12, the light industry manufacturing sector underperformed the CSI 300 index by 0.96 percentage points, while the textile apparel sector lagged by 2.49 percentage points [28][32] - The report identifies the top-performing stocks in the light industry and textile sectors during the same period, highlighting significant fluctuations in individual stock performances [29][32]

Core Viewpoint - As of December 12, a total of 201 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Haohai Biological Technology, which has seen net buying for 14 consecutive trading days [1] - Other notable stocks with significant net buying days include Longteng Optoelectronics, Jianyan Institute, Oppein Home, China Shenhua, China National Materials, Zhongchi Holdings, Xinhua Medical, and Phoenix Holdings [1]

Investment Rating - The report assigns a "Buy" rating for the company, indicating an expected relative price increase of over 20% compared to the market benchmark index within the next six months [16]. Core Insights - The controlling shareholder and actual controller of the company, Yao Liang Song, has shown confidence by increasing his stake through his spouse, Zhang Qiu Fang, who purchased 210,000 shares for a total of 10.47 million yuan, representing 0.03% of the total share capital [2]. - The company has a robust cash position, with a commitment to distribute at least 1.5 billion yuan in cash dividends annually over the next three years, supported by a net cash balance of 9.4 billion yuan as of June 30, 2025 [3]. - The company's operating profit for the first three quarters of 2025 increased by 3.2% year-on-year, indicating a solid underlying business performance despite challenges in net profit [4]. - The report forecasts net profits for 2025-2027 to be 2.44 billion yuan, 2.67 billion yuan, and 2.91 billion yuan, with growth rates of -6.1%, +9.3%, and +9.0% respectively, suggesting a recovery trend [4]. Financial Data and Valuation - The company is projected to have revenues of 18.31 billion yuan in 2025, with a slight decline from 2024, followed by a recovery to 19.30 billion yuan in 2026 and 20.34 billion yuan in 2027 [6]. - The earnings per share (EPS) is expected to decrease to 4.01 yuan in 2025, before rising to 4.38 yuan in 2026 and 4.77 yuan in 2027 [6]. - The price-to-earnings (P/E) ratio is estimated at 12.6x for 2025, indicating a relatively attractive valuation compared to historical levels [6].

Group 1: Company Announcements - Yongding Co., Ltd. does not directly manufacture controllable nuclear fusion devices but provides materials for the winding magnets of such devices [1] - Aerospace Power's main business does not involve commercial aerospace, nor does it have any commercial aerospace-related assets for external investment [1] - Zhibang Home intends to repurchase company shares worth between 80 million to 110 million yuan [3] Group 2: Investment Projects - Jiangsu Longsheng Weirui plans to invest approximately 350 million yuan to establish an intelligent robot innovation center [1] - Hainan Development's Zhuhai Sanxin plans to invest in the second phase of its production base project in Zhuhai [2] - New Fengming intends to invest 280 million USD to build a 360,000 tons/year functional fiber project in Egypt [2] Group 3: Contracts and Bids - Dayu Irrigation has pre-won the construction project for high-standard farmland in Inner Mongolia's Chifeng City for 2025 [1] - Dayu Irrigation has also pre-won the construction project for high-standard farmland in Inner Mongolia's Tongliao City for 2025 [2] - *ST Zhisheng has won the bid for the smart city governance (Phase IV) project [1] Group 4: Equity Transactions - Rongzi Technology plans to acquire 54.9688% of Guizhou Xinren's shares for 342 million yuan and will also increase its capital [3] - Tiankang Biological intends to purchase 51% equity of Qiangdu Livestock [2] - Binhai Energy plans to acquire 51% equity of Xingtai New Energy [3] Group 5: Share Buybacks and Holdings - Maide Medical plans to spend between 20 million to 40 million yuan to repurchase shares [3] - Tianli Technology's Qian Yongyao intends to reduce his holdings by no more than 3% [3] - Haichuan Intelligent's Wu Guifang and Zheng Xuefen plan to collectively reduce their holdings by no more than 5.98% [3] Group 6: Fundraising Activities - Tianshun Wind Power plans to raise no more than 1.95 billion yuan through a private placement [3] - Leisai Intelligent plans to raise no more than 1.144 billion yuan through a private placement [3]

Group 1 - Moer Thread plans to use up to 7.5 billion yuan of idle raised funds for cash management, with a usage period of 12 months [1] - O-film plans to purchase 8.46% equity of its subsidiary Anhui Che Lian for a total of 3.64 billion yuan, increasing its ownership from 78.54% to 87% [2] - ST Lian Shi applies to revoke the delisting risk warning as its restructuring plan has been completed [3] Group 2 - Weirli signs a strategic cooperation framework agreement with Primech Holdings to build an industrial robot cooperation platform [4] - Race Intelligent plans to raise no more than 1.144 billion yuan through a private placement for core components of intelligent equipment [5] - Renfu Pharmaceutical's stock will be subject to other risk warnings and will be suspended for one day starting December 15 [6] Group 3 - Yongding Co. clarifies that its subsidiary Dongbu Superconductor does not directly manufacture controllable nuclear fusion devices [7] - Rongbai Technology plans to acquire part of Guizhou Xinren's equity and increase its capital to achieve control [9] - ST Hu Ke is under investigation by the Securities Regulatory Commission for suspected information disclosure violations [10] Group 4 - Yunnan Ge Industry plans to establish a subsidiary focused on organic germanium-related products [11] - Greenme intends to acquire 16.38% equity of Henan Recycling Group for 400 million yuan [12] - Jiangzhong Pharmaceutical plans to change its name to China Resources Jiangzhong Pharmaceutical [13] Group 5 - Jiangsu Guoxin's subsidiary Ma Zhou Power has completed the trial operation of a 1,000 MW coal-fired power generation unit [16] - Longsheng Technology plans to invest in a center for embodied intelligent robots [18] - Guangzhou Development has received approval for the registration of 8 billion yuan medium-term notes and 6 billion yuan short-term financing notes [19] Group 6 - China Merchants Port reported a container throughput of 17.248 million TEUs in November, a year-on-year increase of 6.4% [20] - Tianma Technology reported a total eel output of approximately 11,415.87 tons from January to November [21] Group 7 - Xilong Science plans to reduce its stake by up to 1% [22] - Xicet Testing's actual controller plans to transfer 5% of the company's shares [23] - Oppein Home's actual controller plans to increase its stake by 50 million to 100 million yuan [24] Group 8 - Maide Medical plans to repurchase shares worth 20 million to 40 million yuan [25] - Baicheng Pharmaceutical's major shareholder increased its stake by 0.85% [26] - Mengbaihe's major shareholder plans to reduce its stake by up to 1% [27] Group 9 - Xian Dao Ji Dian's shareholder has reduced its stake by 1.70% [28] - Yaxiang Integration's shareholder reduced its stake by 41,400 shares [29] - Zhiwei Intelligent's actual controller has reduced its stake, bringing the total holding to 69% [30] Group 10 - Jincheng Co.'s actual controller plans to reduce its stake by up to 0.97% [31] - Jianghua Micro's chairman has reduced his stake by 1.09% [32] - COSCO Shipping Energy signed a shipbuilding contract worth 7.882 billion yuan [33] Group 11 - Dayu Water Saving's subsidiary is expected to win two high-standard farmland construction projects [34] - Guorui Technology's subsidiary is a candidate for the GXLF project [36] - ST Zhisheng has won a smart city governance project worth 104 million yuan [37]

（编辑 任世碧） 证券日报网讯 12月12日晚间，欧派家居发布公告称，本次增持主体为公司控股股东、实际控制人、董 事长及总裁姚良松先生之一致行动人张秋芳女士（姚良松先生配偶）。张秋芳女士于2025年12月12日通 过上海证券交易所交易系统以集中竞价的方式增持公司股票210，000股，占公司总股本的0.03%，本次 增持成交总额1，046.64万元。后续增持计划的主要内容：基于对公司未来持续稳健发展的信心和长期 投资价值的认可，张秋芳女士计划自2025年12月12日起6个月内，通过上海证券交易所交易系统以集中 竞价的方式增持欧派家居A股股份，累计拟增持股份的金额不低于5，000万元，不超过10，000万元， 增持比例不超过公司总股本的1%。 ...

| 证券代码：603833 | 证券简称：欧派家居 | | 公告编号：2025-106 | | --- | --- | --- | --- | | 转债代码：113655 | 转债简称：欧 22 | 转债 | | 欧派家居集团股份有限公司 关于控股股东、实际控制人之一致行动人首次增持公 司股份暨增持计划的公告 首次增持情况：张秋芳女士于 2025 年 12 月 12 日通过上海证券交易所交 易系统以集中竞价的方式增持欧派家居集团股份有限公司（以下简称"公司"或 "欧派家居"）股票 210,000 股，占公司总股本的 0.03%，本次增持成交总额 1,046.64 万元。 后续增持计划的主要内容：基于对公司未来持续稳健发展的信心和长期 投资价值的认可，张秋芳女士计划自 2025 年 12 月 12 日起 6 个月内，通过上海 证券交易所交易系统以集中竞价的方式增持欧派家居 A 股股份，累计拟增持股 份的金额不低于 5,000 万元，不超过 10,000 万元，增持比例不超过公司总股本的 1%。 增持计划无法实施风险：本次增持计划可能存在因资本市场情况发生变 化或目前尚无法预判的其他风险因素导致增持计划的实施无法 ...