证券代码：603848 证券简称：好太太 公告编号：2025-051 广东好太太科技集团股份有限公司关于 持股 5%以上股东减持计划实施完毕暨减持结果公告 本公司董事会、全体董事及相关股东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： 大股东的基本情况 本次减持计划实施前，广东好太太科技集团股份有限公司（以下简称"公司"） 股东侯鹏德先生直接持有公司股份 22,500,000 股，占公司总股本的比例为 5.5914%。 减持计划的实施结果情况 公司于 2025 年 9 月 2 日披露了《广东好太太科技集团股份有限公司 5%以上 股东减持股份计划公告》（公告编号：2025-042），侯鹏德先生拟通过上海证券 交易所集中竞价交易方式减持公司股份数量不超过 3,500,000 股，约占公司当前 总股本的 0.8698%。公司于 2025 年 10 月 30 日收到股东侯鹏德先生的通知。截 至 2025 年 10 月 29 日，侯鹏德先生本次减持计划已实施完毕。在减持期间内， 侯鹏德先生合计减持公司股份 3,500,000 股，占公司股份总 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [8] Core Insights - The company reported strong revenue performance in Q3 2025, with revenue, net profit attributable to shareholders, and net profit excluding non-recurring items reaching 3.82 billion, 0.57 billion, and 0.57 billion respectively, representing year-on-year growth of +7%, +22%, and +22% [2][6] - For the first three quarters of 2025, the company achieved revenue of 10.59 billion, a slight decrease of 1% year-on-year, while net profit attributable to shareholders and net profit excluding non-recurring items decreased by 25% and 27% respectively [2][6] - The company is expected to maintain its leading position in the smart drying industry, with a market share of approximately 40%, and anticipates a recovery in revenue growth and profitability in Q4 2025 [11] Revenue Performance - The company’s revenue in Q3 2025 showed a significant improvement compared to H1 2025, with online revenue growth outpacing offline revenue growth [11] - The average selling price in Q3 2025 was under pressure year-on-year but showed recovery compared to Q2 2025, with a higher proportion of high-end product sales in offline channels [11] - The company is actively adjusting its sales strategies across online and offline channels, leading to a notable recovery in performance [11] Profitability Analysis - The gross profit margin in Q3 2025 improved by 1.9 percentage points year-on-year and 5.9 percentage points quarter-on-quarter, reaching 51.2% [11] - The improvement in profitability is attributed to a better product mix and effective cost control measures, with a notable decrease in sales, management, and R&D expense ratios [11] - The company is expected to maintain similar expense ratios in Q4 2025 as seen in Q3 2025 [11] Future Growth Potential - The company is focused on expanding its product categories within the smart home sector, with plans to introduce new products such as smart curtains and smart lighting [11] - The long-term growth strategy includes building a comprehensive smart home ecosystem, which is expected to open up new growth avenues [11] - Profit forecasts for the company indicate net profits of 2.2 billion, 2.5 billion, and 2.9 billion for 2025, 2026, and 2027 respectively, with corresponding price-to-earnings ratios of 37, 33, and 29 [11]

Core Viewpoint - The stock of Guangdong Haotaitai Technology Group Co., Ltd. has shown fluctuations in price and trading volume, with a notable increase in stock price year-to-date, but recent declines in the short term [1][2]. Company Overview - Guangdong Haotaitai Technology Group was established on January 5, 2005, and went public on December 1, 2017. The company specializes in the research, manufacturing, and sales of smart drying and security products [1]. - The main revenue composition includes smart home products (84.03%), drying rack products (10.73%), and other products (5.24%) [1]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 1.059 billion yuan, a year-on-year decrease of 0.91%. The net profit attributable to the parent company was 143 million yuan, down 24.79% year-on-year [2]. - Cumulatively, the company has distributed 745 million yuan in dividends since its A-share listing, with 282 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 12,700, a rise of 72.90%. The average circulating shares per person decreased by 42.16% to 31,778 shares [2]. - The seventh largest circulating shareholder is Hong Kong Central Clearing Limited, holding 636,800 shares as a new shareholder, while Bosera Select Mixed A has exited the top ten circulating shareholders [3]. Market Activity - The stock price increased by 28.17% year-to-date, but has seen a decline of 4.18% over the last five trading days and 14.80% over the last twenty days [1]. - The stock has appeared on the trading leaderboard five times this year, with the most recent instance on September 29, where it recorded a net buy of -34.11 million yuan [1].

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。 证券代码：603848 证券简称：好太太 公告编号：2025-050 广东好太太科技集团股份有限公司关于使用 部分闲置自有资金购买理财产品到期赎回的公告 重要内容提示： | 产品名称 | 聚赢黄金-挂钩黄金 性存款（SDGA252243V） | | Au9999 | | | 看涨三元结构 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 受托方名称 | 中国民生银行股份有限公司 | | | | | | | | 购买金额 | 万元 | 5000.00 | | | | | | | 赎回金额 | 万元 | 5000.00 | | | | | | | 产品期限 | 7 月 28 | 2025 年 | 日—2025 | 年 | 10 月 | 28 | 日 | | 特别风险提示（如有请勾选） | 无 | 其他： | | | | | | 基本情况 风险提示 本次购买的理财产品为安全性高、流动性好的中低风险理财产品，但可能存 在市场风 ...

证券代码：603848 证券简称：好太太 公告编号：2025-049 广东好太太科技集团股份有限公司 关于"提质增效重回报"行动方案的公告 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个别及连带责任。 为深入贯彻落实党的二十大、中央经济工作会议及中央金融工作会议精神， 落实国务院《关于进一步提高上市公司质量的意见》要求，秉持"以投资者为本" 的理念，广东好太太科技集团股份有限公司（以下简称"好太太"或"公司"）积极 响应上海证券交易所《关于开展沪市公司"提质增效重回报"专项行动的倡议》 《"提质增效重回报"专项行动一本通》等相关要求，结合自身发展和经营情况， 制定了"提质增效重回报"行动方案，以持续推动公司高质量发展和投资价值提升， 保护投资者合法权益，切实履行上市公司责任。本方案已经公司第四届董事会第 四次会议审议通过，具体举措如下： 一、聚焦主营业务，持续提升经营质量 公司深耕以织物智能护理为代表的智能家居领域二十余载，产品与服务涵盖 全屋织物智能护理、智能看护、智能光感等全屋智能领域。围绕智能家居领域展 开布局，以"领先的智能家 ...

Group 1 - The core viewpoint of the report is that China Galaxy has given a "recommended" rating to Haotaitai (603848.SH) based on significant improvements in offline adjustments and a solid online market share advantage [1] - The report highlights that the profitability of Haotaitai is expected to improve due to effective offline adjustments [1] - It also notes that Haotaitai's online market share remains strong, continuing its growth trend [1] Group 2 - The report includes risk warnings related to the economic and real estate performance not meeting expectations [1] - There are also risks associated with the channel reform not achieving anticipated results [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 重要内容提示：会议召开时间：2025年11月3日（星期一）9:30-10:30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/） 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10月27日（星期一）至10月31 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10月22日发布公司2025年第三季度报 告，为便于广大投资者更全面深入地了解公司2025年第三季度经营成果、财务状况，公司计划于2025年 11月3日（星期一）9:30-10:30举行2025年第三季度业绩说明会，就投资者关心的问题进行交流。 证券代码：603848 证券简称：好太太公告编号：2025-048 一、说明会类型 广东好太太科技集团股份有限公司 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年第三季度 ...

Investment Rating - The investment rating for the company is "Buy" [1][7] Core Insights - The company has shown a significant recovery in Q3 performance, attributed to internal reforms and improved industry price competition. The profit performance is bolstered by product structure upgrades and enhanced cost control [2][4] - The company maintains its leading position in the smart drying rack market, leveraging a comprehensive sales model that integrates online and offline channels, and focusing on smart home product promotion [3][5] - Despite a decline in overall gross margin for the first three quarters, Q3 saw an increase in gross margin and net margin, indicating improved efficiency and rational competition in the industry [4][6] Financial Summary - For the first three quarters, the company achieved revenue of 1.059 billion yuan, a year-on-year decrease of 0.91%, and a net profit of 143 million yuan, down 24.79% year-on-year. However, Q3 alone showed a revenue of 382 million yuan, up 7.27% year-on-year, and a net profit of 57 million yuan, up 21.67% year-on-year [2][9] - The projected revenue for 2025-2027 is 1.599 billion, 1.774 billion, and 1.970 billion yuan respectively, with corresponding EPS of 0.56, 0.63, and 0.71 yuan [6][9] - The company’s gross margin is expected to decline slightly from 48.0% in 2024 to 46.7% in 2027, while net profit margin is projected to improve gradually [9][11]

证券代码：603848 证券简称：好太太 公告编号：2025-048 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 10 月 22 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 3 日（星期一） 9:30-10:30 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 广东好太太科技集团股份有限公司 关于召开 2025 年第三季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 11 月 3 日（星期一）9:30-10:30 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/） 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 10 月 27 日（星期一）至 10 月 31 日（星期五）16:00 前登录上证路演中心网站首页点 ...

Core Viewpoint - The stock of Guangdong Haotaitai Technology Group Co., Ltd. has experienced fluctuations, with a year-to-date increase of 31.00% but a recent decline in the last 5 and 20 trading days [1][2]. Company Overview - Guangdong Haotaitai Technology Group was established on January 5, 2005, and listed on December 1, 2017. The company specializes in the research, manufacturing, and sales of smart drying and security products [1]. - The main business revenue composition includes smart home products (84.03%), drying racks (10.73%), and other products (5.24%) [1]. Financial Performance - For the period from January to September 2025, the company reported operating revenue of 1.059 billion yuan, a year-on-year decrease of 0.91%, and a net profit attributable to shareholders of 143 million yuan, down 24.79% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 745 million yuan, with 282 million yuan distributed over the past three years [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 72.90% to 12,700, while the average circulating shares per person decreased by 42.16% to 31,778 shares [2]. - The seventh largest circulating shareholder is Hong Kong Central Clearing Limited, holding 636,800 shares as a new shareholder, while Bosera Select Mixed A has exited the top ten circulating shareholders [2]. Market Activity - On October 23, the stock price fell by 2.07% to 21.30 yuan per share, with a trading volume of 13.4491 million yuan and a turnover rate of 0.16%, resulting in a total market capitalization of 8.571 billion yuan [1]. - The main funds experienced a net outflow of 901,700 yuan, with large orders accounting for 8.86% of total buying and 15.57% of total selling [1].