Market Overview - The home goods sector experienced a decline of 0.46% on December 30, with Songlin Technology leading the drop [1] - The Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index closed at 13604.07, up 0.49% [1] Stock Performance - Notable gainers in the home goods sector included: - Meng Tian Home (603216) with a closing price of 46.40, up 9.90% and a trading volume of 76,400 shares, totaling 338 million yuan [1] - Ai Li Home (603221) closed at 13.12, up 5.89% with a trading volume of 251,300 shares, totaling 337 million yuan [1] - ST Yazhen (603389) closed at 47.54, up 4.99% with a trading volume of 22,900 shares, totaling 107 million yuan [1] - Conversely, major decliners included: - Songmeng Technology (603992) closed at 40.33, down 4.88% with a trading volume of 59,300 shares, totaling 241 million yuan [2] - Filinger (603226) closed at 31.57, down 4.74% with a trading volume of 57,300 shares, totaling 186 million yuan [2] - Jia Lian Technology (301193) closed at 21.90, down 3.74% with a trading volume of 59,800 shares, totaling 134 million yuan [2] Capital Flow - The home goods sector saw a net inflow of 30.6 million yuan from institutional investors, while retail investors experienced a net inflow of 7.5 million yuan [2] - Notable capital flows included: - Ai Li Home (603221) had a net inflow of 108 million yuan from institutional investors, but a net outflow of 76.8 million yuan from retail investors [3] - Junlinmen (603008) saw a net inflow of 40.6 million yuan from institutional investors, with a net outflow of 25.1 million yuan from retail investors [3] - Other companies like Pinao (002853) and Yuma Technology (300993) also experienced mixed capital flows [3]

Group 1 - The core viewpoint of the news is that Haolaike's stock has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 41.82% [1] - As of December 23, Haolaike's stock price is 13.22 yuan per share, with a market capitalization of 4.116 billion yuan [1] - The company has seen a net outflow of 1.9068 million yuan in principal funds, with significant selling activity [1] Group 2 - Haolaike operates in the light industry manufacturing sector, specifically in customized home furnishings, and is involved in various concepts such as smart home and industrial 4.0 [2] - For the period from January to September 2025, Haolaike reported a revenue of 1.265 billion yuan, a year-on-year decrease of 12.38%, and a net profit of 31.3557 million yuan, down 65.53% year-on-year [2] - The number of shareholders increased by 3.34% to 9,123, while the average circulating shares per person decreased by 3.22% [2] Group 3 - Since its A-share listing, Haolaike has distributed a total of 846 million yuan in dividends, with 305 million yuan distributed over the past three years [3]

证券日报网12月19日讯好莱客（603898）在12月18日至19日回答调研者提问时表示，公司搭建了相对完 整的渠道体系，拥有成熟的经销商渠道沉淀，家装合作伙伴遍布全国，并与头部央国企的房地产企业形 成合作。其中，整装和大宗渠道的业务基数逐步扩大，保持稳步增长。 ...

证券日报网12月19日讯 好莱客在12月18日至19日回答调研者提问时表示，合觅科技深度融合人工智能 技术、国产化物联网技术TPUNB等前沿科技，构建起全新的智能家居生态平台。在产品布局上，当前 以"全屋智能系统"为核心展开硬件矩阵建设，涵盖影音娱乐、功能家电、智能控制、智能安防、智能遮 阳、智能照明、网络链接七大产品矩阵。后续将基于用户需求与市场反馈，逐步拓展至更多品类，形成 全场景覆盖的产品体系。 （编辑 任世碧） ...

Core Viewpoint - The custom home furnishing industry is showing a clear tiered differentiation, with leading companies like Oppein Home and Sophia dominating the market, indicating a strong competitive landscape [1][3]. Group 1: Company Market Capitalization - Oppein Home (603833) leads the industry with a market capitalization of 32.25 billion, covering a wide range of products including overall cabinets and whole-home customization [2][6]. - Sophia (002572) follows with a market capitalization of 13.3 billion, focusing on cabinet customization and implementing a multi-brand, all-channel strategy [8]. - Haolaike (603898) has a market capitalization of 4.172 billion, emphasizing eco-friendly materials and health-oriented home concepts [8]. - PIANO (002853) is positioned in the mid-to-high-end market with a capitalization of 4.116 billion, particularly strong in engineering channels and cabinets [6][11]. - Zhibang Home (603801) has a market capitalization of 4.026 billion, successfully expanding from cabinets to whole-home customization [6][11]. - Shangpin Home (300616) is valued at 3.249 billion, known for its internet+C2B model and digital service platform [9]. - Jinpai Home (603180) focuses on high-end cabinets with a market cap of 3.246 billion, recognized for its clear brand positioning and design capabilities [11]. - Wo Le Home (603326) has a market capitalization of 2.901 billion, emphasizing original design and modern style products [11]. - Dinggu Jichuang (300749) is valued at 2.316 billion, with active stock performance and a focus on customized wardrobes and smart locks [9]. Group 2: Industry Trends and Insights - The custom home furnishing industry has formed a competitive landscape characterized by "one strong and many strong," with Oppein Home's market cap significantly higher than its competitors [3][9]. - The second tier, represented by Sophia, has a market cap exceeding 10 billion, creating a gap with subsequent companies [3][9]. - Most other companies have market caps in the range of 3-4 billion, indicating intense competition with unique characteristics [3][9]. - The industry is expected to grow as the real estate market enters a stock era, with increasing consumer demand for personalization and space utilization [3][9]. - Future competition will focus on comprehensive service capabilities, supply chain efficiency, digitalization, and the implementation of whole-home solutions [3][9]. - Leading companies are likely to consolidate the market through scale, brand, and channel advantages, while smaller firms must pursue differentiation and niche markets for sustainable growth [3][9].

Core Viewpoint - The company, Haoleke (603898.SH), announced expected procurement and sales transactions with related parties for the year 2026, indicating a strategic partnership and projected revenue streams [1] Group 1: Transaction Details - The company anticipates a procurement transaction of 50 million yuan with Guangdong Haotaitai Technology Group and a sales transaction of 15 million yuan [1] - The procurement transaction with Guangzhou Jixiang Technology is expected to be 5 million yuan [1] - These transactions represent 4.13%, 0.82%, and 0.41% of similar business activities, respectively [1] Group 2: Cooperation Period - The cooperation period for all mentioned transactions is set from January 1, 2026, to December 31, 2026 [1]

Group 1 - The company announced that it will hold a staff representative meeting on December 16, 2025 [1] - During the meeting, Mr. Wang Dalei was democratically elected as the employee representative director of the company's fifth board of directors [1]

证券代码：603898 证券简称：好莱客 公告编号：2025-051 广州好莱客创意家居股份有限公司 关于调整董事会成员暨选举职工代表董事的公告 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： 特此公告。 广州好莱客创意家居股份有限公司董事会 | | | | | | | | 是否继续在 | | 是否存在 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时间 | | 原定任期 | | 离任原因 | 上市公司及 | 具体职务 | 未履行完 | | | | | | 到期日 | | | 其控股子公 | | 毕的公开 | | | | | | | | | 司任职 | | 承诺 | | 沈竣宇 | 非独立董 事、董事 | 年 2025 | 12 | 年 2026 | 月 8 | 公司治理结 | | 副总经理， 广州合觅 | | | | 会薪酬与 | | | | | | 是 | | 否 | | | | 月 16 | ...

广州好莱客创意家居股份有限公司 关于预计2026年度日常关联交易的公告 证券代码：603898 证券简称：好莱客 公告编号：2025-052 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： 一、日常关联交易基本情况 （一）日常关联交易履行的审批程序 2025 年 12 月 16 日，广州好莱客创意家居股份有限公司（以下简称"公司"） 第五届董事会第二十四次会议审议通过了《关于预计 2026 年度日常关联交易的 议案》，同意公司（包含合并报表范围内的子公司）因经营需求与广东好太太科 技集团股份有限公司（包含合并报表范围内的子公司，以下简称"好太太"）、 广州技象科技有限公司（包含合并报表范围内的子公司，以下简称"技象科技"） 进行日常关联交易，关联董事已回避表决。鉴于公司 2026 年度日常关联交易预 计金额在董事会决策权限内，该议案无需提交股东会审议。 公司独立董事专门会议审议通过了《关于预计 2026 年度日常关联交易的议 案》，独立董事对本次日常关联交易事项进行审查，认为公司与关联方发生的日 常关联交易事项 ...

证券代码：603898 证券简称：好莱客 公告编号：2025-053 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和增资优先认缴出资权 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 3.5080%股权，转让价款为人民币 3,459.2247 万元，公司放弃本 次股权优先购买权。技象科技拟进行股权融资，拟增资金额不超过人民币 5,000 万元，公司放弃本次增资优先认缴出资权。 过去 12 个月内，公司与技象科技的交易均为日常关联交易，相关事项已 经公司董事会审议通过，并履行了信息披露义务。至本次关联交易为止，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和增资优先认缴出资权，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 ...