Market Overview - On September 15, the home goods sector rose by 0.16% compared to the previous trading day, with Hao Tai Tai leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Top Performers - Hao Tai Tai (603848) closed at 31.90, up 10.00% with a trading volume of 115,700 shares and a transaction value of 356 million [1] - Other notable gainers included: - Gao Gao Group (001221) at 57.30, up 5.66% [1] - Tian Zhen Co. (301356) at 21.53, up 5.18% [1] - Yu Hua Co. (603615) at 29.56, up 5.01% [1] Underperformers - C Yi Wu Da (301575) closed at 58.83, down 6.86% with a trading volume of 72,500 shares [2] - Other notable decliners included: - Long Zhu Technology (920445) at 11.88, down 3.41% [2] - XD Song Yun Technology (603992) at 28.00, down 3.11% [2] Capital Flow - The home goods sector saw a net inflow of 117 million in main funds, while retail investors experienced a net outflow of 1.07 billion [2] - The main fund inflows for top stocks included: - Gong Chuang Turf (605099) with a net inflow of 38.62 million [3] - Cha Hua Co. (603615) with a net inflow of 25.97 million [3] - Gao Gao Group (001221) with a net inflow of 23.42 million [3]

Core Insights - As of September 12, a total of 106 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stocks with the longest streak of net buying are Wankai New Materials and Changjiang Media, both having received net buying for 13 consecutive trading days [1] - Other notable stocks with significant net buying days include Haotaitai, Tianpu Co., Xinquan Co., Anjiasi, Feike Electric, Bowei Alloy, Zhongyuan Home, and Jianfeng Group [1]

Core Viewpoint - The company has approved the use of idle self-owned funds for cash management through the purchase of low to medium-risk financial products, aiming to enhance fund utilization efficiency and increase investment returns for the company and its shareholders [2][3][7]. Investment Overview - **Investment Purpose**: The company aims to prevent risks and ensure asset preservation and appreciation by using idle funds for purchasing financial products, which will enhance fund utilization efficiency and reduce financial costs [3]. - **Investment Amount**: The total amount for purchasing financial products is RMB 100 million [4]. - **Source of Funds**: The funds used for purchasing financial products are derived from idle self-owned funds generated from the company's operating activities [5]. - **Investment Method and Duration**: The investment includes structured deposits with a duration from September 10, 2025, to December 10, 2025, and another product from September 11, 2025, to December 17, 2025 [6]. Review Procedures - The company held meetings on April 24, 2025, and May 16, 2025, to approve the cash management proposal, allowing the use of idle funds up to RMB 100 million for a period of 12 months [7][8]. Risk Analysis and Control Measures - **Risk Analysis**: The purchased financial products are categorized as low to medium risk, but there are potential market, liquidity, and credit risks that could affect the returns [9]. - **Control Measures**: The management will adhere to prudent investment principles, select reputable issuers, and monitor product performance to mitigate risks. Independent directors and the audit committee will oversee fund usage [10][11]. Impact on the Company - The cash management strategy will not affect the company's normal operations and is expected to improve the efficiency of idle funds while generating investment returns that align with shareholder interests [12]. - The company will follow relevant accounting standards for financial management and ensure timely information disclosure [13].

证券代码：603848 证券简称：好太太 公告编号：2025-044 关于广东好太太科技集团股份有限公司 委托理财的公告 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： 基本情况 | 投资金额 | 10,000.00 万元 | | --- | --- | | 投资种类 | 结构性存款 | | 资金来源 | 自有资金 | 已履行及拟履行的审议程序 广东好太太科技集团股份有限公司（以下简称"公司"）第三届董事会第二 十次会议、第三届监事会第二十次会议及 2024 年年度股东大会分别审议通过了 《关于公司使用闲置自有资金进行现金管理的议案》。 特别风险提示 公司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 能存在市场风险、流动性风险、信用风险及其他风险，受各种风险影响，理财产 品的收益率可能会产生波动，理财收益具有不确定性。敬请广大投资者注意风险。 一、投资情况概述 （一）投资目的 公司坚持规范运作，防范风险，为实现资产的保值增值，确保不影响公司正 常运营的前提下，使用闲置自有资金购买理财产品，有利 ...

Market Overview - The home goods sector experienced a decline of 0.86% on September 12, with C Aifenda leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Notable gainers in the home goods sector included: - Filinger: closed at 30.15, up 5.42% with a trading volume of 59,900 shares and a turnover of 179 million yuan [1] - Meike Home: closed at 2.19, up 2.34% with a trading volume of 457,300 shares and a turnover of 98.99 million yuan [1] - Taili Technology: closed at 41.86, up 2.15% with a trading volume of 15,000 shares and a turnover of 6.27 million yuan [1] - Conversely, C Aifenda saw a significant decline, closing at 66.59, down 6.88% with a trading volume of 59,400 shares and a turnover of 404 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 206 million yuan from institutional investors, while retail investors saw a net inflow of 178 million yuan [2] - The following stocks had notable capital flows: - Sophia: net inflow of 15.32 million yuan from institutional investors, but a net outflow of 28.06 million yuan from retail investors [3] - Good Housewife: net inflow of 14.55 million yuan from institutional investors, with a net outflow of 10.82 million yuan from retail investors [3] - Delixi: net inflow of 11.70 million yuan from institutional investors, but a net outflow of 11.86 million yuan from retail investors [3]

Core Insights - The home goods sector experienced a slight decline of 0.02% on September 11, with C艾芬达 leading the drop [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Market Performance - The top-performing stocks in the home goods sector included 美之尚, which rose by 19.29% to a closing price of 21.71, and 梦天家居, which increased by 5.51% to 16.66 [1] - Conversely, C文分达 led the declines with a drop of 4.36% to 71.51, followed by 中源家居, which fell by 4.04% to 14.74 [2] Trading Volume and Capital Flow - The home goods sector saw a net outflow of 284 million yuan from institutional investors, while retail investors contributed a net inflow of 313 million yuan [2] - The trading volume for the top stocks included 美之尚 with 95,800 shares traded and a transaction value of 191 million yuan [1] Individual Stock Analysis - 好太太 experienced a net outflow of 31.96 million yuan from institutional investors, while retail investors contributed a net inflow of 8.19 million yuan [3] - C艾芬达 had a net inflow of 16.09 million yuan from institutional investors, but saw a net outflow of 11.72 million yuan from retail investors [3]

Core Insights - The establishment of Guangzhou Kelaine Smart Home Co., Ltd. indicates a strategic move by the company into the smart home and IoT sector [1] Company Summary - Guangzhou Kelaine Smart Home Co., Ltd. has been founded with a focus on digital technology services, IoT technology services, new materials technology research and development, and IoT technology research and development [1] - The company is wholly owned by Haotaitai (603848), reflecting a commitment to expanding its business portfolio in the smart home industry [1]

Market Overview - The home goods sector experienced a decline of 0.29% on September 10, with Zhongyuan Home leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Notable gainers included: - N Wenfenda: closed at 74.77, up 170.03% with a trading volume of 137,200 shares and a turnover of 1.11 billion yuan [1] - Bingtai Turf: closed at 36.07, up 10.00% with a trading volume of 83,000 shares and a turnover of 290 million yuan [1] - Filinger: closed at 29.18, up 6.30% with a trading volume of 84,100 shares and a turnover of 238 million yuan [1] - Major decliners included: - Zhongyuan Home: closed at 15.36, down 10.02% with a trading volume of 179,300 shares and a turnover of 278 million yuan [2] - Songgu Technology: closed at 28.99, down 7.38% with a trading volume of 80,800 shares and a turnover of 243 million yuan [2] - Yuma Technology: closed at 17.40, down 6.10% with a trading volume of 291,000 shares and a turnover of 509 million yuan [2] Capital Flow - The home goods sector saw a net inflow of 108 million yuan from institutional investors, while retail investors experienced a net outflow of 119 million yuan [2][3] - Key stocks with significant capital flow included: - N Wenfenda: net inflow of 282.1 million yuan from institutional investors, with a net outflow of 35.25 million yuan from retail investors [3] - Gongchuang Turf: net inflow of 57.01 million yuan from institutional investors, with a net outflow of 30.83 million yuan from retail investors [3] - Opai Home: net inflow of 22.03 million yuan from institutional investors, with a net outflow of 9.07 million yuan from retail investors [3]

Company Overview - Guangdong Haotaitai Technology Group Co., Ltd. is located in Panyu District, Guangzhou, Guangdong Province, and was established on January 5, 2005. The company went public on December 1, 2017. Its main business involves the research, manufacturing, and sales of smart drying and smart security products [2] - The revenue composition of the company includes 84.03% from smart home products, 10.73% from drying racks, 2.98% from other products, and 2.26% from supplementary sources [2] - As of June 30, 2025, the number of shareholders is 7,324, a decrease of 26.22% from the previous period, while the average circulating shares per person increased by 35.54% to 54,943 shares [2] Financial Performance - For the first half of 2025, the company achieved an operating income of 677 million yuan, a year-on-year decrease of 5.00%. The net profit attributable to the parent company was 86.17 million yuan, down 39.97% year-on-year [2] - The company has distributed a total of 745 million yuan in dividends since its A-share listing, with 282 million yuan distributed over the past three years [3] Stock Performance - On September 8, the stock price of Haotaitai increased by 2.08%, reaching 29.43 yuan per share, with a trading volume of 76.54 million yuan and a turnover rate of 0.66%. The total market capitalization is 11.843 billion yuan [1] - Year-to-date, the stock price has risen by 81.00%, with a 23.14% increase over the last five trading days, a 44.19% increase over the last 20 days, and a 104.52% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on February 20, where it recorded a net buy of -77.53 million yuan [1] Institutional Holdings - As of June 30, 2025, the sixth largest circulating shareholder is Bosera Select Mixed A (050004), holding 1.4358 million shares, with no change in the number of shares held compared to the previous period [3]

Core Viewpoint - The company, Guangdong Hotata Technology Group Co., Ltd., is set to hold a half-year performance briefing on September 15, 2025, to discuss its operational results and financial status for the first half of 2025, allowing investors to engage and ask questions [2][3][4]. Group 1: Meeting Details - The performance briefing will take place on September 15, 2025, from 10:00 to 11:00 AM [4]. - The location for the meeting is the Shanghai Stock Exchange Roadshow Center, and it will be conducted via video recording and online text interaction [4][5]. - Investors can participate by logging into the Shanghai Stock Exchange Roadshow Center during the specified time [4]. Group 2: Participation and Interaction - Investors can submit questions from September 8 to September 12, 2025, through the Roadshow Center's website or via the company's email [5]. - The company will address commonly asked questions during the briefing [3][5]. - Key personnel attending the meeting include the Chairman, Independent Directors, CFO, and Secretary of the Board [4].