Core Viewpoint - The company, Oppein Home, has issued a statement refuting recent misleading reports from certain media outlets that question its operational stability and compliance with dividend policies, asserting that these claims are significantly detached from the truth [1] Group 1: Company Operations - Oppein Home confirms that its production and operations are currently normal, with a stable management team and core personnel [1] - The company has experienced a minor issue with seven distributors facing financial difficulties in the past year, representing only 0.13% of its total distributors, which is characterized as individual cases rather than a systemic risk to the company [1] Group 2: Legal Actions - In response to the false information and misinterpretation of its annual report data by self-media, Oppein Home has engaged legal counsel to gather evidence and plans to take necessary actions, including complaints to platforms, reports to regulatory authorities, and potential legal proceedings [1]

Core Viewpoint - 欧派家居 has issued a statement to refute recent misleading reports regarding its operational stability and compliance with dividend policies, asserting that its business operations are normal and management is stable [1] Financial Performance - In Q1 2025, 欧派家居 achieved revenue of 3.447 billion and a net profit of 307.9 million, representing a year-on-year growth of 41.29% [2] - The net cash flow from operating activities for 2024 was 5.499 billion, up 12.73%, while Q1 2025 saw a significant increase of 270.91% to 772 million [2] - The company maintains a strong financial position with no overdue debts and excellent indicators such as asset-liability ratio and liquidity ratio [2] Dealer Ecosystem - As of June 2025, 欧派家居 has over 5,500 cooperative dealers and more than 7,500 physical stores [2] - Issues faced by individual dealers are attributed to their own management problems and do not indicate systemic risks for the company [2] - The company has established a robust dealer support and risk warning mechanism to protect consumer rights and maintain brand reputation [2] Shareholder Returns - The cash dividend plan for 2024 aligns with the company's three-year shareholder return strategy, with a total dividend payout of 7.23 billion since its listing in 2017, exceeding the total financing of 5.574 billion [3] - 欧派家居 is committed to its home furnishing development strategy and aims to enhance brand reputation and trust through quality and service [3]

针对近期自媒体借行业波动散布"经销商资金链断裂、分红不合规"等不实信息，欧派家居8月5日发布郑重声明澄清：截至2025年6月末，公司经销商超 5500家、门店超7500家，近一年仅7家经销商因自身经营问题退出，占比0.13%，属正常商业迭代。 荣。上交所数据显示,本评价期仅有约18.9%的公司获 A，连续６年保持Ａ级的公司占比更是不足５％（ 4.81%）,民营企业仅24家。 、财务数据实证经营韧性,基本面持续向好 1、营收与利润：2025年一季度营收34.47亿元,归 母净利润3.079亿元，归母净利润同比增长41.29%。 2、现金流与偿债能力：公司经营活动现金流持续超过 净利润,2024年经营活动现金流量净额54.99亿元(同 比增长12.73%）,2025年第一季度经营活动现金流量净 额7.72亿元(同比增长270.91%),主业造血能力强 劲,现金储备充裕,资产负债率、流动比率等指标表现优 秀,短期及长期偿债压力低,无任何逾期债务,财务 稳健性强。 3、经销商生态:截至2025年6月末,公司合作经销 商超5500家,实体门店数量超7500家。个别经销商因自 身经营不善出现资金问题,属于个体行为,并非公 ...

证券代码:603833 证券简称:欧派家居 公告编号:2025-051 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。 重要内容提示： 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 2024 年 7 月 25 日召开了第四届董事会第十六次会议、第四届监事会第十一次会议，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 50,000 万元（含）暂 时闲置募集资金适时进行现金管理，决议有效期自 2024 年 8 月 19 日至 2025 年 8 月 18 日。本 事项无需提交公司股东大会审议。 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仅限于安全 性高、低风险且期限不超过 12 个月的保本型产品，总体风险可控，但是金融市场受宏观经济 的影响较大，购买理财产品可能存在市场风险、流动性风险、信用风险及其他风险，公司将根 据市场情况及金融市场 ...

Core Viewpoint - The company, Oppein Home, has issued a statement addressing recent false reports by some media regarding its operational stability and compliance with dividend policies, asserting its strong financial health and low debt pressure [1][2]. Company Summary - Oppein Home reported a strong cash reserve and excellent financial metrics, including low asset-liability ratios and liquidity ratios, with no overdue debts [1]. - The company has experienced a minor issue with 7 distributors facing financial difficulties, representing only 0.13% of its distributor network, which is characterized as individual cases rather than systemic risks [1]. - As of June 2025, Oppein Home has over 5,500 cooperative distributors and more than 7,500 physical stores [1]. - The company is focusing on upgrading consumer experience and adapting its business model in response to evolving consumer demands [1]. Industry Summary - The home furnishing industry is currently facing challenges, with significant events such as the closure of Jingjiaju and the death of a key figure in the industry, leading to a perception of a "cold wave" in the market [2]. - Preliminary reports indicate mixed performance among over 50 listed home furnishing companies, with some, like Sophia and Haolaike, experiencing declines in both revenue and net profit [2]. - According to East Asia Securities, the overall demand for home furnishings is under pressure, with a projected 3.9% year-on-year decline in sales for 2024, although improvements are expected in the latter part of the year [3].

Core Viewpoint - The renovation and building materials sector experienced a slight increase, closing at 14,314.78 points with a growth rate of 1.12% on August 5, indicating positive market sentiment in this industry [1] Company Performance - Keshun Co. closed at 5.60 CNY per share, leading the sector with a growth of 5.86% [1] - Filinger Co. closed at 20.42 CNY per share, with a growth of 5.42%, ranking second in the sector [1] - *ST Yazhen closed at 26.10 CNY per share, with a growth of 4.99%, ranking third [1] - Songlin Technology closed at 28.78 CNY per share, leading the decline with a drop of 4.00% [1] - Yangzi New Materials closed at 4.02 CNY per share, with a decline of 2.43%, ranking second in losses [1] - Oppein Home closed at 53.28 CNY per share, with a decline of 1.37%, ranking third in losses [1] Industry Outlook - Dongwu Securities released a report indicating that the home decoration industry is expected to benefit significantly from the old-for-new subsidy and service consumption stimulus policies in Q3 of 2025 [1] - The real estate chain is nearing a clearing phase, with a significant improvement in supply dynamics, suggesting a stable demand in 2025 and marking a turning point for long-term cycles [1] - The report emphasizes a preference for undervalued consumer leaders and expansion-oriented companies within the sector [1] - In the event of a rapid decline in external demand, infrastructure projects in central and western regions may serve as a potential relief measure [1]

Core Viewpoint - The home furnishing industry is undergoing significant adjustments and structural challenges due to macroeconomic fluctuations and consumer recovery pressures, prompting leading companies like Oppein Home (603833.SH) to issue strong statements to counter misinformation regarding operational crises and dividend violations, reaffirming their positive fundamentals [1] Group 1: Credit and Compliance - Oppein Home has a solid credit foundation, holding a top AAA credit rating from banks, with total bank credit reaching 30.39 billion yuan and unused credit at 24.93 billion yuan, reflecting strong trust from financial institutions [2] - The company was awarded the highest tax compliance honor as a "Class A Taxpayer" for 2025, adhering strictly to national tax regulations [3] - Oppein Home has maintained the highest level of information disclosure rating (Class A) for six consecutive years, with only about 18.9% of companies achieving this rating during the evaluation period, highlighting its commitment to transparency and compliance [3] Group 2: Operational Resilience - Despite industry-wide growth pressures, Oppein Home demonstrated robust performance with Q1 2025 revenue of 3.447 billion yuan and a net profit of 307.9 million yuan, marking a year-on-year increase of 41.29% [4] - The company reported a healthy cash flow, with net cash from operating activities reaching 5.499 billion yuan in 2024, up 12.73%, and 772 million yuan in Q1 2025, up 270.91% [4] - Oppein Home's financial structure is secure, with strong cash reserves and low debt ratios, indicating low short-term and long-term repayment pressure [4] Group 3: Shareholder Returns - The cash dividend plan for 2024 aligns with the company's three-year shareholder return strategy, ensuring compliance with decision-making procedures [6] - Oppein Home has progressively increased its cash dividend payout ratios over the past three years, reaching 57.8% [7] - Since its listing in 2017, the company has distributed a total of 7.23 billion yuan in dividends, significantly exceeding its cumulative financing of 5.574 billion yuan, demonstrating a commitment to shareholder returns [8] Group 4: Legal and Industry Advocacy - Oppein Home has initiated legal actions against the spread of false information, asserting that its operations are normal and management is stable [9] - The company recognizes that the challenges it faces reflect broader issues within the home furnishing industry, urging for objective and rational reporting to foster a supportive environment for industry recovery [10] - Oppein Home emphasizes the importance of industry collaboration and adherence to ethical standards to navigate through current challenges and achieve future growth [11]

证券之星消息，8月5日家居用品板块较上一交易日上涨0.68%，恒鑫生活领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。家居用品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002572 | 素那亚 | -3220.11万 | 26.12% | -1444.20万 | -11.72% | -1775.91万 | -14.41% | | 301501 恒鑫生活 | | 3141.60万 | 7.73% | -1173.22万 | -2.89% | -1968.38万 | -4.85% | | 603226 菲林格尔 | | 2117.69万 | 9.04% | -316.47万 | -1.35% | -- 1801.23万 | -7.69% | | 002615 | 哈尔斯 | 1529.98万 | 12.48% | -1003.85万 | ...

证券之星消息，8月4日家居用品板块较上一交易日上涨0.62%，菲林格尔领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。家居用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603226 | 菲林格尔 | 19.37 | 8.88% | 12.47万 | | 2.34亿 | | 920445 | 龙竹科技 | 11.70 | 5.79% | 11.56万 | | + 1.31亿 | | 603389 | *ST亚振 | 24.86 | 4.98% | 1592.8 | 395.97万 | | | 301193 | 家联科技 | 19.38 | 4.87% | - 4.71万 | | 8949.87万 | | 603833 | 欧派家居 | 54.02 | 4.73% | 7.54万 | | 4.00亿 | | 300993 | 玉马科技 | 15.23 | 4.53% | 23.02万 | | 3.4 ...

Core Viewpoint - The renovation and building materials sector experienced a slight increase, with the index closing at 14,075.20 points, reflecting a change of 0.31% [1] Group 1: Stock Performance - Filinger's stock closed at 18.96 CNY per share, with an increase of 6.58%, leading the renovation and building materials stocks [1] - *ST Yazhen's stock closed at 24.86 CNY per share, with an increase of 4.98%, ranking second among renovation and building materials stocks [1] - Oppein Home's stock closed at 52.97 CNY per share, with an increase of 2.68%, ranking third in the sector [1] - Huaci's stock closed at 14.44 CNY per share, with a decrease of 4.31%, leading the decline in renovation and building materials stocks [1] - Songlin Technology's stock closed at 28.41 CNY per share, with a decrease of 3.66%, ranking second in the decline [1] - *ST Songfa's stock closed at 45.90 CNY per share, with a decrease of 2.94%, ranking third in the decline [1] Group 2: Industry Trends - The furniture and home furnishing industry in China has experienced a trend of rising revenue and profits followed by a decline [1] - Exporting companies are currently in the phase of channel and brand expansion overseas, with a significant recovery in export value after a decline in 2022 [1] - Growth factors include a rebound in market demand, trends in whole-house customization and smart home technology, and the promotion of cross-border e-commerce [1] - Future growth in export value of Chinese furniture and home furnishing products will be driven by technological innovation, quality improvement, and the internationalization of brands [1]