| 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 ...

| 证券代码：603833 | 证券简称：欧派家居 | | 公告编号：2025-105 | | --- | --- | --- | --- | | 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。 | 产品名称 | | | | 受托人 | | 产品金额 | 起息日 | 到期日 | 年化收 | 赎回金额 | 实际 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 名称 | | | | | | 益率 | | 收益 | | 单位大额存 | | | 中 | 国 | 建 | | | | | | | | 单 2025 | 年第 | | 设 | 银 | 行 | 1,000.00 | 2025/11/12 | 2025/12/12 | 0.90% | 1,000.00 | 0.74 | | 03 ...

| 证券代码：603833 | 证券简称：欧派家居 | 公告编号：2025-104 | | --- | --- | --- | | 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 | 派"） | 万元 | 清远欧派集成家居有限公司（以下简称"清远欧 | | --- | --- | --- | --- | --- | --- | | 担 | 保 对 | 本次担保金额 | 20,000 | | | | 象 | | 实际为其提供的担保余额 | 23,350.92 | 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：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | ...

人民财讯12月12日电，欧派家居（603833）12月12日公告，公司控股股东、实控人、董事长及总裁姚良 松之一致行动人张秋芳(姚良松配偶)于2025年12月12日以集中竞价的方式增持公司股票21万股，占公司 总股本的0.03%，本次增持成交总额1046.64万元。张秋芳计划自2025年12月12日起6个月内以集中竞价 的方式增持公司A股股份，累计拟增持股份的金额不低于5000万元，不超过1亿元，增持比例不超公司 总股本的1%。 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇12月12日丨欧派家居(603833.SH)公布，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%。 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21万股，占 公司总股本的0.03%，本次增持成交总额1,046.64万元。 ...

每经AI快讯，12月12日，欧派家居（603833）公告，公司控股股东、实际控制人之一致行动人张秋芳 女士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，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方式增持公司A股股份，累计增持金额不低于5,000万元，不超 过10,000万元，对应增持股份数量约为98.95万股至197.90万股，占公司总股本比例0.16%至0.32%，且不 超过1%。本次增持不设定价格区间，资金来源为自有资金。张秋芳女士承诺在增持计划实施期间及法 定期限内不减持所持公司股份。 ...

Core Viewpoint - The stock price of Oppein Home has experienced a decline of 20.17% year-to-date, with a recent drop of 2.01% on December 4, 2023, indicating potential challenges in the company's market performance [1]. Company Overview - Oppein Home Group Co., Ltd. was established on July 1, 1994, and listed on March 28, 2017. The company specializes in personalized design, research and development, production, sales, installation, and interior decoration services for whole-home furniture products [1]. - The main business revenue composition includes: wardrobes and matching furniture products (51.74%), cabinets (28.80%), wooden doors (6.00%), bathrooms (5.74%), and others (4.69%) [1]. Financial Performance - For the period from January to September 2025, Oppein Home reported a revenue of 13.214 billion yuan, a year-on-year decrease of 4.79%, and a net profit attributable to shareholders of 1.832 billion yuan, down 9.77% year-on-year [2]. - Since its A-share listing, Oppein Home has distributed a total of 7.234 billion yuan in dividends, with 4.249 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Oppein Home is 20,700, a decrease of 1.78% from the previous period, with an average of 29,382 circulating shares per person, an increase of 1.81% [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 11.1909 million shares, a decrease of 488,600 shares from the previous period [3].

Group 1: New Consumption - The report emphasizes the continuous exploration of new products, channels, and brand changes within the new consumption sector, highlighting the resilience of leading companies despite market concerns about revenue growth and profit realization in 2026 [8][15][9] - Key sectors include eyewear, with a focus on AI and AR technologies, recommending companies like 康耐特光学 for their innovative approaches [18][30] - The潮玩 (trendy toys) sector is noted for its high growth potential, particularly with brands like 泡泡玛特 and their successful IP strategies [34][38] - The personal care and household cleaning segment is undergoing a transformation, driven by the rise of platforms like 抖音, which enhances brand visibility and sales conversion [54][55] Group 2: Export Chain - The report identifies the light industry export chain as a key area, emphasizing the importance of high pricing power, market diversification, and mature overseas production capabilities [10] - Recommendations include关注匠心家居, 共创草坪, and other companies that demonstrate strong performance in international markets [10] Group 3: Cyclical Opportunities - The report suggests a focus on quality leaders in the cyclical sector, particularly in home textiles and furniture, where companies like 水星家纺 and 欧派家居 are highlighted for their strong market positions [11][11] - The report notes the increasing differentiation within the home goods market, recommending companies that offer value and competitive pricing [11]

Core Viewpoint - The company plans to distribute a cash dividend of 1.24 RMB per share (including tax) for the mid-term dividend of 2025, reflecting a commitment to enhance shareholder confidence and return on investment [2][4]. Summary by Sections Dividend Distribution Plan - The company intends to distribute a cash dividend of 1.24 RMB per share, with a total payout of approximately 751.1 million RMB, which represents 40.99% of the net profit attributable to shareholders for the first three quarters of 2025 [2][3]. - As of November 28, 2025, the total share capital is 609,152,867 shares, with 605,727,207 shares eligible for the dividend after accounting for shares held in the repurchase account [2]. Decision-Making Process and Compliance - The decision for the mid-term dividend was authorized during the annual shareholders' meeting on May 28, 2025, allowing the board to formulate and implement the dividend plan [4]. - The board meeting on December 1, 2025, was conducted in compliance with legal requirements, with all directors present and unanimous approval for the dividend proposal [4]. Conditions for Dividend Distribution - The mid-term dividend distribution is contingent upon the company having positive current profits and retained earnings, ensuring that cash distribution does not hinder normal operations or long-term development [4][5].

格隆汇12月1日丨欧派家居(603833.SH)公布2025年半年度权益分派实施公告，截至2025年11月28日，公 司总股本为6.09亿股，扣除公司回购专用证券账户持有的欧派家居股票342.57万股后，有权参与权益分 配的总股本将为6.06亿股，以此为基数计算，合计拟派发现金红利7.51亿元（含税），占公司2025年前 三季度合并报表归母净利润的比例为40.99%。 ...