中证报中证网讯(记者孟培嘉)1月26日至28日，好莱客（603898）在广州举行2026年经销商峰会。峰会 期间，好莱客宣布向"高端定制+AI智能家居"战略升级，其投资设立的智能家居品牌合觅科技发布覆盖 全屋场景的智能家居新品系列。 好莱客董事长沈汉标在主题演讲中表示，2025年家居行业在激烈竞争中面临产品同质化、价格竞争持 续、产业链协同不足等挑战。中国主力城市住房市场已进入存量房时代，改善型需求正成为行业新增长 点。此外，国家对消费升级的政策支持，为行业转型升级指明方向。 基于这一判断，好莱客将通过战略升维，推进品牌高端化进程，打造"高端定制+AI智能家居"创新模 式，旨在提升消费者体验，并为经销商构建更具竞争力的市场壁垒和增长空间。 作为战略落地的重要载体，由好莱客携手好太太（603848）、蜂助手（301382）共同投资的合觅科技成 为本次峰会焦点。后者依托股东方在渠道、硬件、AI算法等领域的资源优势，推出了涵盖网关、智能 控制、照明、安防、影音娱乐、功能家电、智能遮阳等七大产品矩阵的全屋智能解决方案。 据悉，该系列产品的核心技术优势体现在自研Ho-mesh组网技术上，该技术具备强抗干扰、广覆盖、低 ...

1月26日至28日，好莱客（603898）2026年经销商峰会于广州盛大启幕，来自全国各地的经销商伙伴齐聚一堂，共话行业破局之道。峰会以"高端领航AI筑势 共启新章"为核心主题，深度剖析行业趋势，重磅发布高端定制+AI智能家居的全新战略，并宣布旗下智能家居品牌合觅科技全系列新品正式亮相，为经销 商伙伴解码品牌升级及营销破局之道。 2026年好莱客经销商峰会现场 战略解读：擘画"高端定制+AI智能家居"新蓝图，解码营销破局之道 合觅产品展区 合觅此次新品发布覆盖全屋场景，涵盖网关、智能控制、智能照明系统、智能安防系统、影音娱乐、功能家电、智能遮阳等七大产品矩阵。同时，基于自研 强抗干扰、广覆盖、低功耗优势的Ho-mesh技术，能有效解决复杂户型的信号传输难题，实现复杂户型智能控制灵敏度，可实现100+设备同时接入与集中管 控等。同时，小合同学AI智能体支持指令泛化、声纹识别、长期记忆、仿生交互等核心特性，使得AI交互更拟人化，更具真实感，模糊指令也能精准响 应，真正做到"即插即用、极简部署"的极简智能家居体验。合觅凭借"零门槛、高颜值、全场景、超贴心"的差异化价值优势，让好莱客在智能家居赛道形成 独特竞争力，为 ...

东吴证券在研报中表示，随着好房子和城市更新政策在供需两端作用，格局的改善将更加明显。AI端 侧应用上，随着模型和算力的匹配，2026年智能家电有望快速发展。 北京商报讯（记者 翟枫瑞）1月26日，装修建材板块下跌，以18006.30点收盘，跌幅为1.22%。受板块 影响，装修建材板块个股出现不同程度下跌。松霖科技以38.69元/股收盘，跌幅为9.86%，领跌装修建 材股。菲林格尔以29.60元/股收盘，跌幅为6.15%，跌幅位列装修建材股第二。尚品宅配以14.85元/股收 盘，跌幅为6.07%，跌幅位列装修建材股第三。除此之外，ST纳川以2.84元/股收盘，涨幅为7.17%，领 涨装修建材股。友邦吊顶以70.30元/股收盘，涨幅为4.33%，涨幅位列装修建材股第二。好莱客以16.52 元/股收盘，涨幅为3.64%，涨幅位列装修建材股第三。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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： ● 交易简要内容：广州好莱客创意家居股份有限公司（以下简称"公司"）参股公司广州技象科技有限公 司（以下简称"技象科技"）的其他股东拟转让其持有的技象科技6.1947%股权，转让价款为人民币 5,136.3202万元，公司放弃本次股权优先购买权。 ● 本次交易构成关联交易。 ● 本次交易不构成重大资产重组。 本次交易在公司董事会审批权限内，无需提交公司股东会审议。至本次关联交易为止，过去12个月内公 司与技象科技的关联交易已经公司董事会审议通过并履行了信息披露义务，过去12个月内公司未与不同 关联人进行过与本次关联交易类别相关的交易。 二、关联人/关联交易标的情况介绍 （一）关联人关系介绍 技象科技系公司参股公司，公司董事会秘书甘国强先生在过去12个月内曾担任技象科技董事职务，依据 《上海证券交易所股票上市规则》规定，技象科技为公司关联法人。本次公司放弃技象科技股权优先购 买权构成关联交易。 公司与技象科技在产权、 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603898 证券简称：好莱客 公告编号：2026-003 广州好莱客创意家居股份有限公司 关于放弃参股公司股权优先购买权暨关联交易的公告 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： ● 交易简要内容：广州好莱客创意家居股份有限公司（以下简称"公司"）参股公司广州技象科技有限公 司（以下简称"技象科技"）的其他股东拟转让其持有的技象科技6.1947%股权，转让价款为人民币 5,136.3202万元，公司放弃本次股权优先购买权。 ● 本次交易构成关联交易。 ● 本次交易不构成重大资产重组。 二、关联人/关联交易标的情况介绍 （一）关联人关系介绍 技象科技系公司参股公司，公司董事会秘书甘国强先生在过去12个月内曾担任技象科技董事职务，依据 《上海证券交易所股票上市规则》规定，技象科技为公司关联法人。本次公司放弃技象科技股权优先购 买权构成关联交易。 公司与技象科技在产权、业务、资产、债权债务、人员等方面独立，独立进行运营及核算，独立承担风 险和责任。 ...

Industry Overview - The home building materials industry is experiencing a significant downturn, with many listed companies reporting declines in net profit or losses for 2025, reflecting common challenges faced across the sector [1] - The ongoing slump in the real estate market is the primary factor affecting demand for home building materials, leading to reduced engineering orders and weak retail market demand, which in turn has resulted in sales revenues falling short of expectations [1] - Intense market competition has pressured product prices, and the slow recovery of end-consumer spending has eroded gross margins for many companies [1] - Some companies have made substantial asset impairment provisions based on asset recoverability and industry outlook adjustments, further dragging down current profits [1] - Many companies are proactively implementing measures such as executive salary reductions, optimizing channels, and advancing global capacity layouts to improve efficiency [1] Company-Specific Insights - Mona Lisa (002918.SZ) expects a net profit of 45 million to 66 million yuan for 2025, a decline of 47.18% to 63.99% year-on-year, primarily due to intense competition and reduced orders from the real estate sector [3] - ILO Home (603326.SH) anticipates a net profit of 171 million to 190 million yuan for 2025, representing a year-on-year increase of 40.78% to 56.42%, driven by a differentiated brand strategy and improved retail operations [4] - Red Star Macalline (601828.SH) expects to report a loss for 2025, attributed to the ongoing downturn in the real estate market and a significant decline in rental income [4] - Jinyu Group (601992.SH) forecasts a loss of 900 million to 1.2 billion yuan for 2025, impacted by the downturn in the building materials and real estate sectors [5] - Haolaike (603898.SH) projects a net profit of 13.5 million to 20 million yuan for 2025, a decrease of 75.16% to 83.23% year-on-year, due to a sluggish home consumption market [5] - Qu Mei Home (603818.SH) expects a net loss of 110 million to 75 million yuan for 2025, with a reduction in losses compared to the previous year [6] - Songlin Technology (603992.SH) anticipates a net profit of 180 million to 210 million yuan for 2025, a decrease of 52.96% to 59.68% year-on-year, affected by macroeconomic challenges and trade tensions [6] - Meike Home (600337.SH) is also expected to report a negative net profit for 2025, influenced by macroeconomic fluctuations and insufficient market demand [7]

证券代码：603898 证券简称：好莱客 公告编号：2026-003 广州好莱客创意家居股份有限公司 关于放弃参股公司股权优先购买权暨关联交易的公告 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： 交易简要内容：广州好莱客创意家居股份有限公司（以下简称"公 司"）参股公司广州技象科技有限公司（以下简称"技象科技"）的其他股 东拟转让其持有的技象科技 6.1947%股权，转让价款为人民币 5,136.3202 万元， 公司放弃本次股权优先购买权。 本次交易构成关联交易。 至本次关联交易为止，过去 12 个月内公司与技象科技的关联交易已经公 司董事会审议通过并履行了信息披露义务，过去 12 个月内公司未与不同关联人 进行过与本次关联交易类别相关的交易。 本次公司放弃技象科技股权优先购买权，不会导致公司合并报表范围发 生变化，不会对公司财务状况和经营成果产生重大影响。 一、关联交易概述 公司参股公司技象科技的其他股东拟转让其持有的技象科技 6.1947%股权， 转让价款为人民币 5,136.3202 万元，同时将"拟 ...

格隆汇1月20日丨好莱客(603898.SH)公布，公司参股公司广州技象科技有限公司（以下简称"技象科 技"）的其他股东拟转让其持有的技象科技6.1947%股权，转让价款为人民币5,136.3202万元，公司放弃 本次股权优先购买权。 ...

格隆汇1月20日丨好莱客(603898.SH)公布，公司参股公司广州技象科技有限公司（以下简称"技象科 技"）的其他股东拟转让其持有的技象科技6.1947%股权，转让价款为人民币5,136.3202万元，公司放弃 本次股权优先购买权。 ...

Group 1 - Zhongyuan Neipei plans to acquire 59% stake in Zhongyuan Jikean for 143 million yuan, making it a wholly-owned subsidiary [1] - HNA Holding reports a 2.8% year-on-year increase in passenger transport volume for December 2025, with international passenger transport volume up by 21.95% [2] - Haolai Ke expects a net profit decrease of 75.16% to 83.23% for 2025, projecting a profit of 13.5 million to 20 million yuan [3] Group 2 - Chengdu Investment Holdings reports a 71.41% year-on-year decrease in signed sales amount for Q4 2025, totaling 2.318 billion yuan [4] - Zhong Rare Metals signs a strategic cooperation agreement with Xian Dao Group to enhance market share in rare metals [5] - Bofei Electric plans to invest 23.38 million yuan in Haining Qiyuan alongside its controlling shareholder [6] Group 3 - Rongchang Bio plans to increase the maximum repurchase price to 116 yuan per share [7] - Filihua's controlling shareholders and executives plan to reduce their holdings by up to 1.05% of the company's shares [8] - Jiu Zhi Tang's general manager plans to reduce holdings by up to 2% of the company's shares [10] Group 4 - Aerospace Development's controlling shareholder reduced 12.26 million shares during stock trading fluctuations [11] - Nong Shang Environment's subsidiary faces delays in a computing infrastructure project due to funding issues [12] - Xinhua Department Store denies rumors of injecting semiconductor assets into the company [13] Group 5 - Jin Ao Bo expects a net profit increase of 40.24% to 59.58% for 2025, projecting a profit of 174 million to 198 million yuan [21] - Zhejing Pharmaceutical receives approval for clinical trials of ZGGS18 and ZG005 for advanced solid tumors [22] - Guangdong Hongtu anticipates a net profit decrease of 7.99% to 17.87% for 2025, projecting a profit of 341 million to 382 million yuan [23] Group 6 - Aijian Group expects to report a net loss for 2025 [24] - Shuangliang Energy also anticipates a net loss for 2025 [25] - Jia Mei Packaging announces early redemption of convertible bonds due to stock price conditions [26] Group 7 - Jindao Technology plans to issue convertible bonds to raise up to 306 million yuan for various projects [27] - Xinlei Co. extends the lock-up period for shares held by its controlling shareholder and actual controllers until January 19, 2027 [28] - Genesis expects a net profit decrease of 30% to 45% for 2025, projecting a profit of 131 million to 166 million yuan [29] Group 8 - Defu Technology plans to repurchase shares for employee stock ownership plans, with a budget of 75 million to 150 million yuan [30] - Huasheng Tiancheng states that AI-related revenue is currently a small portion of overall revenue [32] - Hongchuan Wisdom's shareholder plans to reduce holdings by up to 2% of the company's shares [33] Group 9 - Century Huatong's subsidiary plans to invest 50 million yuan in a financial development fund [34] - Liou shares will be suspended for trading due to significant stock price fluctuations [35] - Golden Dragon Fish plans to transfer stakes in two subsidiaries to Mars China for a total of 60 million USD [36] Group 10 - Mountain Outside Mountain's shareholder plans to reduce holdings by up to 1% of the company's shares [37] - Keheng Co. plans to sign a cooperation framework agreement with Gree Supply Chain for procurement [38] - Tian Sheng New Materials announces a change in actual controller and resumes trading [40] Group 11 - Xinghua New Materials plans to acquire at least 51% of Tian Kuan Technology for cash [41] - Rongbai Technology continues to delay responses to the Shanghai Stock Exchange's inquiries, leading to ongoing stock suspension [42] - Longxin Zhongke's shareholders plan to reduce holdings by up to 3.03% of the company's shares [43]