证券代码：603992 证券简称：松霖科技 公告编号：2026-004 转债代码：113651 转债简称：松霖转债 厦门松霖科技股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 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： ●本次现金管理产品种类：银行结构性存款 ●本次受托方：兴业银行厦门文滨支行 ●本次赎回金额：人民币8,200万元 ●已履行的审议程序：厦门松霖科技股份有限公司（以下简称"公司"）分别于2024年12月16日、2025年 10月29日召开董事会并审议通过《关于公司使用闲置募集资金进行现金管理的议案》，保荐机构均对该 事项出具了无异议的核查意见。 一、本次闲置募集资金购买理财产品赎回的情况 公司于近日赎回前期以闲置募集资金人民币8,200万元在兴业银行厦门文滨支行购买的结构性存款，募 集资金本金及其产生的收益已全部到账，并存放于募集资金专用账户，具体情况如下： ■ 二、审议程序 公司分别于2024年12月16日、2025年10月29日召开董事会并审议通过《关于公司使用闲置募集资金进行 ...

证券代码：603992 证券简称：松霖科技 公告编号：2026-004 转债代码：113651 转债简称：松霖转债 厦门松霖科技股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 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： ●本次现金管理产品种类：银行结构性存款 ●本次受托方：兴业银行厦门文滨支行 ●已履行的审议程序：厦门松霖科技股份有限公司（以下简称"公 司"）分别于 2024 年 12 月 16 日、2025 年 10 月 29 日召开董事会并 审议通过《关于公司使用闲置募集资金进行现金管理的议案》，保 荐机构均对该事项出具了无异议的核查意见。 ●特别风险提示：公司使用暂时闲置募集资金进行现金管理的 产品类型虽然仅限于安全性高、流动性好、单项产品期限最长不超 过 12 个月的银行、证券公司、保险公司或其他金融机构理财产品或 存款类产品，总体风险可控，但是金融市场受宏观经济的影响较大， 购买理财产品可能存在市场风险、流动性风险、信用风险及其他风 险，公司将根据市场情况及金融市场的变化适时适量的介入 ...

北京商报讯（记者 翟枫瑞）1月27日，装修建材板块微跌，以17983.59点收盘，跌幅为0.13%。受板块 影响，装修建材板块个股出现不同程度下跌。亚士创能以6.69元/股收盘，跌幅为4.43%，领跌装修建材 股。美克家居以2.83元/股收盘，跌幅为4.07%，跌幅位列装修建材股第二。*ST松发以82.39元/股收盘， 跌幅为3.07%，跌幅位列装修建材股第三。除此之外，友邦吊顶以75.60元/股收盘，涨幅为7.54%，领涨 装修建材股。松霖科技以41.29元/股收盘，涨幅为6.72%，涨幅位列装修建材股第二。康欣新材以4.30 元/股收盘，涨幅为5.13%，涨幅位列装修建材股第三。 中国银河在研报中表示，年底赶工带动零售月环比增长，存量市场托底消费建材需求。随着气温下降， 家装市场需求将进一步减少，静待春节后家装市场恢复，有望带动消费建材需求逐步释放；中长期来 看，存量房翻新、旧改以及城市更新将成为消费建材需求托底主力。城市更新驱动消费建材在旧改、修 缮市场的需求释放，消费升级将带动高品质绿色建材需求提升，具备渠道布局优势及品牌优势的龙头企 业有望持续巩固市场地位。 ...

证券之星消息，1月26日家居用品板块较上一交易日下跌1.72%，松霖科技领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。家居用品板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日家居用品板块主力资金净流出4.76亿元，游资资金净流入2.01亿元，散户资金净 流入2.74亿元。家居用品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300749 顶固集创 | | 2762.55万 | 8.51% | -1508.37万 | -4.64% | -1254.18万 | -3.86% | | 301588 美新科技 | | 1594.77万 | 9.27% | -714.74万 | -4.16% | -880.03万 | - ...

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。 ...

证券代码：603992 证券简称：松霖科技 公告编号：2026-003 转债代码：113651 转债简称：松霖转债 厦门松霖科技股份有限公司 关于减少注册资本并修订《公司章程》部分条款的公告 除上述条款外，《厦门松霖科技股份有限公司章程》其他条款不 变，重新修订后的《厦门松霖科技股份有限公司章程（2026 年 1 月 修订版）》详见上海证券交易所网站（www.sse.com.cn）。 根据公司 2025 年第三次临时股东会的授权，该议案不需要提交 股东会审议，并由董事会授权相关人员于董事会审议通过后办理工 商变更、章程备案等相关事宜，上述变更最终以公司登记机关核准/ 备案的内容为准。 特此公告。 一、本次减少注册资本的原因 公司分别于 2025 年 11 月 13 日、2025 年 12 月 1 日召开了第三 届董事会第二十七次会议和 2025 年第三次临时股东会，审议通过了 《关于终止实施 2023 年限制性股票激励计划暨回购注销相关限制性 股票的议案》，北京植德律师事务所出具了法律意见书。具体内容详 见公司于 2025 年 11 月 14 日披露的《关于终止实施 2023 年限制性 股票激励计划暨回购注销 ...

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]

Group 1 - The renovation and building materials sector experienced growth, closing at 17,261.91 points with an increase of 1.75% [1] - Several stocks in the renovation and building materials sector saw price increases, with Aibang Ceiling (002718) leading at 61.08 CNY per share, up 9.99% [1] - Meike Home (600337) closed at 3.12 CNY per share, with a rise of 9.86%, ranking second in the sector [1] - Kaier New Materials (300234) closed at 6.23 CNY per share, increasing by 7.79%, ranking third in the sector [1] Group 2 - Jiangshan Oupai (603208) led the decline in the sector, closing at 15.22 CNY per share with a drop of 3.85% [1] - Xilinmen closed at 21.10 CNY per share, down 2.27%, ranking second in the decline [1] - Songlin Technology (603992) closed at 42.04 CNY per share, decreasing by 2.12%, ranking third in the decline [1] Group 3 - Dongwu Securities indicated that the improvement in the market structure will become more evident due to the effects of good housing and urban renewal policies on both supply and demand [1] - The application of AI is expected to accelerate the development of smart home appliances by 2026, driven by the matching of models and computing power [1]

Summary of the Conference Call for Songlin Technology Company Overview - **Company**: Songlin Technology - **Industry**: Robotics and IDM (Innovation, Design, Manufacture) Key Points Industry and Company Developments - **Vietnam Base Capacity Release**: The capacity release of the Vietnam base has been delayed until Q1 2026 due to customer factory inspections and supply chain adjustments. However, the second phase is expected to be fully operational in the first half of 2026, which is crucial for the company's main business and robotics export strategy [2][15]. - **R&D Investment**: The company is increasing its R&D investment, with R&D expenses expected to exceed 10% of revenue in 2026. In 2024, R&D expenses are projected to reach 220 million yuan, focusing on the IDM main business and robotics to address market changes and trade war challenges [2][17]. Performance Outlook - **2025 Performance Challenges**: The overall performance in 2025 is expected to be under pressure due to three main factors: the impact of the US trade war, delays in capacity release at the Vietnam base, and increased incremental costs from R&D and initial expenses related to the Vietnam base [3]. - **Positive Outlook for 2026**: The company holds a positive outlook for 2026, anticipating that structural adjustments in overseas customer supply chains and the full capacity release of the Vietnam base will enhance competitive advantages. Orders signed indicate that monthly order volumes in Q4 2025 will exceed those of Q4 2024, with a concentration of releases expected in Q1 2026 [4][5]. Robotics Business Strategy - **Strategic Importance**: The robotics business is a key strategic line for the company, with plans for 33 SPU products, some of which are already in practical use. The company aims to expand its team to approximately 200 people and set clear revenue and order targets for 2026 [2][7]. - **Application Scenarios**: The company has launched comprehensive solutions in logistics and healthcare robotics, targeting industrial parks, healthcare institutions, and schools. Collaborations with Five-Star Health and Nanhua University are underway to explore new robot applications [8][10]. Competitive Advantages - **Core Advantages of Robotics**: The robotics division's core advantages include comprehensive solutions, familiarity with application scenarios, a rich accumulation of potential customers, strong hardware cost control, and the ability to leverage existing AI technologies for product iteration [11][12]. - **Market Adaptation**: The company is adapting to market changes, particularly the US trade war, by increasing R&D in the IDM sector and accelerating the construction of the Vietnam factory to meet global customer supply chain needs [9][20]. Financial Considerations - **Impact of Metal Prices and Exchange Rates**: The company has price linkage agreements with clients, which mitigate the impact of fluctuations in base metal prices and exchange rates on overall performance [18]. - **Future Financing Plans**: Currently, there are no clear plans for convertible bond redemption, but the company is considering various financing options as the robotics business develops [14]. Future Growth Opportunities - **IDM Business Growth**: The IDM business is expected to grow through existing product development, new project introductions, and opportunities arising from supply chain adjustments due to the trade war. Collaborations with top brands in smart kitchen and health-related products are anticipated to drive future growth [17][19]. Conclusion Songlin Technology is strategically positioned to leverage its robotics and IDM capabilities to navigate market challenges and capitalize on growth opportunities, particularly in the context of evolving supply chain dynamics and increasing demand for automation solutions.

Group 1 - The company, Songlin Technology (603992.SH), announced an expected net profit attributable to shareholders of the parent company for the year 2025 to be between 180 million to 210 million yuan, representing a year-on-year decrease of 52.96% to 59.68% [1]