从资金流向上来看，当日家居用品板块主力资金净流出2.84亿元，游资资金净流出2928.49万元，散户资 金净流入3.13亿元。家居用品板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301575 | C文分达 | 71.51 | -4.36% | 10.92万 | 7.46亿 | | 603709 | 中源家居 | 14.74 | -4.04% | 11.94万 | 1.76亿 | | 6605099 | 共创草坪 | 35.16 | -2.52% | 12.93万 | 4.60亿 | | 603226 | 菲林格尔 | 28.60 | -1.99% | 8.15万 | 2.33亿 | | 301588 | 美新科技 | 21.57 | -1.91% | 2.55万 | 5493.23万 | | 605268 | 王力安防 | 11.06 | -1.78% | 23.67万 | 2.62亿 | | 002084 | 海鸥住工 | 3.93 | -1.75% | 73.0 ...

（原标题：好太太新设智能家居公司，含物联网业务） 企查查APP显示，近日，广州科徕尼智能家居有限公司成立，法定代表人为沈宝珊，经营范围包含：数 字技术服务；物联网技术服务；新材料技术研发；物联网技术研发等。企查查股权穿透显示，该公司由 好太太（603848）全资持股。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603709 | 中源家居 | 15.36 | -10.02% | 17.93万 | 2.78亿 | | 603992 | 松穀科技 | 28.99 | -7.38% | 8.08万 | 2.43亿 | | 300993 | 玉马科技 | 17.40 | -6.10% | 29.10万 | 5.09亿 | | 603848 | 好太太 | 28.76 | -2.51% | 4.20万 | 1.23亿 | | 605268 | 壬力安防 | 11.26 | -2.43% | 38.14万 | 4.55亿 | | 603816 | 顾家家居 | 30.80 | -2.28% | 7.05万 | 2.18亿 | | 301055 | 张小泉 | 23.61 | -2.03% | 4.54万 | 1.09亿 | | 603833 | 欧派家居 | 58.43 | -1.83% | 4.90万 | 2.89亿 | | 002798 | 帝欧水华 | 6.59 ...

今年以来好太太已经1次登上龙虎榜，最近一次登上龙虎榜为2月20日，当日龙虎榜净买入-7753.40万 元；买入总计1613.26万元 ，占总成交额比7.20%；卖出总计9366.66万元 ，占总成交额比41.78%。 资料显示，广东好太太科技集团股份有限公司位于广东省广州市番禺区化龙镇石化路21号之一,之二,广 州市番禺区化龙镇金阳二路12号,14号，成立日期2005年1月5日，上市日期2017年12月1日，公司主营业 务涉及智能晾晒和智能安防产品的研发、制造和销售。主营业务收入构成为：智能家居产品84.03%， 晾衣架产品10.73%，其他产品2.98%，其他(补充)2.26%。 好太太所属申万行业为：轻工制造-家居用品-成品家居。所属概念板块包括：历史新高、社保重仓、 C2M概念、阿里概念、智能家居等。 截至6月30日，好太太股东户数7324.00，较上期减少26.22%；人均流通股54943股，较上期增加 35.54%。2025年1月-6月，好太太实现营业收入6.77亿元，同比减少5.00%；归母净利润8617.10万元，同 比减少39.97%。 9月8日，好太太盘中上涨2.08%，截至10:57，报2 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 （网址：https://roadshow.sseinfo.com/） (会议召开方式：上证路演中心视频录播和网络文字互动 (投资者可于2025年09月08日（星期一）至09月12日（星期五）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱（ir@hotata.com）进行提问。公司将在说明会上对投资者普遍关注 的问题进行回答。 广东好太太科技集团股份有限公司（以下简称"公司"）已于2025年08月28日发布公司2025年半年度报 告，为便于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况，公司计划于2025年09 月15日（星期一）10:00-11:00举行2025年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以视频录播结合网络文字互动召开，公司将针对2025年半年度的经营成果及财务指标 的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围内就投资者普遍关注的问题进行回 答。 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、 ...

证券日报网讯 9月5日晚间，好太太发布公告称，公司计划于2025年9月15日（星期一）10：00-11：00 举行2025年半年度业绩说明会。 （文章来源：证券日报） ...

证券代码：603848 证券简称：好太太 公告编号：2025-043 广东好太太科技集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 会议召开时间：2025 年 09 月 15 日（星期一）10:00-11:00 会议召开地点：上海证券交易所上证路演中心 （网址：https://roadshow.sseinfo.com/） 投资者可于 2025 年 09 月 08 日（星期一）至 09 月 12 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 （ir@hotata.com）进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 广东好太太科技集团股份有限公司（以下简称"公司"）已于 2025 年 08 月 28 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 09 月 15 日（星期一） 10:00-11:00 举行 ...

好太太股价创出历史新高，截至9:48，该股上涨6.53%，股价报26.42元，成交量245.36万股，成交金额 6334.57万元，换手率0.61%，该股最新A股总市值达106.32亿元，该股A股流通市值106.32亿元。 证券时报•数据宝统计显示，好太太所属的轻工制造行业，目前整体跌幅为0.10%，行业内，目前股价上 涨的有55只，涨幅居前的有景兴纸业、中锐股份、好太太等，涨幅分别为10.00%、9.93%、6.53%。股 价下跌的有95只，跌幅居前的有中源家居、*ST亚振、佳合科技等，跌幅分别为4.92%、3.00%、 2.62%。 公司发布的半年报数据显示，上半年公司共实现营业收入6.77亿元，同比下降5.00%，实现净利润 8617.10万元，同比下降39.97%，基本每股收益为0.2100元，加权平均净资产收益率3.51%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Views - The company achieved revenue of 677 million yuan, net profit attributable to shareholders of 86 million yuan, and net profit excluding non-recurring items of 82 million yuan in the first half of 2025, representing year-on-year declines of 5%, 40%, and 43% respectively. In Q2 2025, the revenue was 418 million yuan, with net profit attributable to shareholders at 53 million yuan and net profit excluding non-recurring items at 50 million yuan, showing a year-on-year decline of 1%, 40%, and 42% respectively [2][6]. Summary by Sections Revenue Performance - The company's revenue faced pressure due to a backdrop of consumer downgrade, with a year-on-year decline of 5% in H1 2025. Q1 2025 saw a more significant decline of 11%, while Q2 2025's decline narrowed to 1%. The demand for home and smart home products benefited from policies encouraging upgrades [11]. - Revenue breakdown by product shows that smart home products and traditional drying rack products experienced year-on-year declines of 5% and 15% respectively. The estimated sales volume of smart home products slightly increased, but the average price decreased due to industry price competition [11]. - Revenue from online channels increased by 0.4%, while offline channels saw a decline of 12%. Online channels accounted for 68% of total revenue, with Tmall's revenue share estimated to have increased [11]. Profitability Analysis - Profitability is under pressure due to intense industry price competition, with Q2 2025 gross margin decreasing by 10.8 percentage points to 45.3%. Excluding accounting adjustments, the gross margin decline was smaller but still negative, primarily due to reduced product prices [11]. - The expense ratios for sales, management, R&D, and financial expenses in Q2 2025 changed year-on-year, with sales expense ratio decreasing due to reduced advertising and decoration costs, while management expense ratio increased due to higher employee compensation and intermediary fees [11]. Future Outlook - The company is expected to maintain its leading position in the smart drying market, with a market share of approximately 40%. The report anticipates a recovery in revenue growth and profitability as the consumer environment improves [11]. - The company is pursuing a multi-category development strategy, expanding into smart home products beyond smart drying racks, including smart locks, curtains, heating towel racks, lighting, gateways, switches, and sockets, which will open up long-term growth opportunities [11]. - Profit forecasts for 2025-2027 estimate net profits attributable to shareholders at 210 million, 250 million, and 290 million yuan, corresponding to P/E ratios of 47, 39, and 33 times [11].

Group 1 - Huazhong Securities has been approved to issue subordinate corporate bonds with a total face value of no more than 10 billion yuan [1] - Jinbei Automotive plans to invest 240 million yuan to establish an automotive industry investment fund focusing on electrification, intelligence, and low carbon [1] - Linyang Energy is expected to win a bid for a 244 million yuan metering equipment project from Southern Power Grid [1][2] Group 2 - Renfu Pharmaceutical's subsidiary has received drug registration certificates for two products, including a medication for acute hypotension [3][4] - Nanjing Steel plans to distribute a cash dividend of 0.1186 yuan per share [5][6] - Pairui Co. has signed a strategic cooperation agreement with Xi'an Power Electronics Research Institute to develop power devices [7][8] Group 3 - Haixing Electric is expected to win a bid for a 214 million yuan metering equipment project from Southern Power Grid [9][10] - Kuangda Technology is planning a change in control, leading to a continued suspension of its stock [11][12] - Samsung Medical is expected to win a bid for a 274 million yuan metering equipment project from Southern Power Grid [13][14] Group 4 - Jiukang Bio has obtained a medical device registration certificate for a specific diagnostic kit [15][16] - Hechuan Technology's minority shareholder plans to transfer a 13% stake in a subsidiary [17][18] - DiAo Micro has launched a new eUSB2 repeater product for various electronic applications [19][20] Group 5 - David Medical's electric surgical table registration application has been accepted [21][22] - Hangxin Technology plans to apply for a total of 280 million yuan in bank credit [23][24] - Liyuan Technology's non-independent director has resigned [25][26] Group 6 - Ningbo Construction's subsidiary has won a construction project bid worth 729 million yuan [27][28] - Huaren Pharmaceutical's subsidiary has received approval for a raw material drug [29][30] - Suwen Electric plans to distribute a cash dividend of 1 yuan per 10 shares [31][32] Group 7 - Solar Energy has received 1.692 billion yuan in renewable energy subsidies [33][34] - Wangli Security has obtained a patent for a new lock structure [35][36] - Zhejiang Energy's vice chairman has resigned due to age reasons [37][38] Group 8 - Beilu Pharmaceutical's subsidiary has passed GMP certification in Brazil [39][40] - Zhejiang Communications has a subsidiary that is expected to win a highway project bid [41][42] - Xinzhi Group has received a government subsidy of 11.1978 million yuan [43][44] Group 9 - Dong'an Power's engine sales in August increased by 3.44% year-on-year [45][46] - Baiyun Mountain's subsidiary has passed the consistency evaluation for two generic drugs [47][48] - Yipin Hong's subsidiary has received a drug registration certificate for a specific injection [49][50] Group 10 - Far East Holdings' subsidiary has won multiple contracts totaling 1.689 billion yuan [51][52] - Good Housekeeping's shareholder plans to reduce holdings by up to 3.5 million shares [53][54] - Guanghong Technology's shareholders have set a transfer price of 23.33 yuan per share [55][56] Group 11 - Keli Sensor plans to acquire 45% of Huahong Technology's shares for 122 million yuan [57][58] - Jianmin Group's furosemide oral solution has been approved for market launch [59][60] - Jinghua Laser's directors plan to reduce their holdings by up to 143,420 shares [61][62] Group 12 - Zhuyue Group is planning a share transfer that will change its controlling shareholder [63][64] - Terid has pre-bid for two projects totaling approximately 698 million yuan [65][66] - Zhonghuan Hailu is planning a change in control, leading to a continued suspension of its stock and convertible bonds [67][68] Group 13 - Great Wall Motors reported August sales of 115,600 vehicles, a year-on-year increase of 22.33% [69][70] - Guizhou Tire's controlling shareholder has committed not to reduce holdings for 12 months [71][72] - San Da Membrane's shareholder plans to reduce holdings by up to 1% of the company's shares [73][74] Group 14 - Chint Electric has decided to terminate the spin-off of its subsidiary for listing [75][76] - Jusaylong's shareholder plans to reduce holdings by up to 1% of the company's shares [77][78]