Core Viewpoint - The home decoration and building materials sector experienced a slight decline, with the index closing at 15,161.28 points, down 1.25% [1] Group 1: Market Performance - The home decoration and building materials sector saw individual stocks decline, with Songlin Technology leading the drop at 28.76 CNY per share, down 6.62% [1] - Zhejiang Zhengte closed at 48.50 CNY per share, down 4.81%, ranking second in the decline among the sector stocks [1] - Meike Home closed at 2.27 CNY per share, down 4.62%, ranking third in the decline [1] - Qisheng Technology was the only stock to gain, closing at 19.27 CNY per share, up 9.93%, leading the gains in the sector [1] - *ST Yazhen closed at 37.18 CNY per share, up 5.00%, ranking second in gains [1] - Filinger closed at 44.60 CNY per share, up 3.58%, ranking third in gains [1] Group 2: Future Outlook - According to a report by China Galaxy Securities, the home decoration market demand is expected to gradually improve by September 2025, driven by better weather and the continued release of the old-for-new policy [1] - The ongoing urban renewal initiatives are anticipated to further stimulate demand for renovation and repair, boosting the consumption of building materials [1]

Core Insights - Zhejiang Zhengte reported a decrease in the number of shareholders to 4,147 as of September 30, down by 305 from the previous period, representing a 6.85% decline [2] - The company's stock closed at 51.00 yuan, down 0.51%, but has seen a cumulative increase of 1.59% since the concentration of shares began, with 4 days of gains and 4 days of losses [2] - For the first half of the year, the company achieved operating revenue of 1.042 billion yuan, a year-on-year increase of 38.63%, and a net profit of 70.51 million yuan, up 56.03%, with basic earnings per share at 0.6400 yuan and a weighted average return on equity of 6.38% [2]

来源：新浪证券-红岸工作室 10月9日，浙江正特跌0.51%，成交额2057.40万元，换手率0.39%，总市值56.10亿元。 异动分析 宠物经济+露营经济+跨境电商+人民币贬值受益+共同富裕示范区 1、公司生产的主要产品有宠物屋、宠物围栏、笼子。 2、公司现拥有遮阳制品、户外休闲家具两大产品系列，其中遮阳制品主要包括遮阳篷和遮阳伞，户外 休闲家具主要包括宠物屋、户外家具和晾晒用具。公司产品被广泛应用在户外休闲场所、酒店、个人庭 院等领域，是国内户外休闲家具及用品领域产品种类较为齐全的生产企业之一。 3、公司2022年10月11日互动易回复：公司产品主要销往欧美市场，销售渠道包括大型连锁超市、品牌 商、电商平台等。凭借研发设计能力和产品品质优势，公司进入了沃尔玛、好市多等大型连锁超市的供 应商体系。公司自主品牌"Abba Patio"、"Sorara"的相关产品自2014年以来陆续采用跨境电商模式，通过 各大互联网电商平台如Amazon、Wayfair、BOL等在北美、欧洲等地区开展销售。 5、公司注册地址为临海市，主要从事户外休闲家具及用品的设计研发、生产和销售。产品主要有户外 休闲家具、遮阳伞、帐篷等三 ...

Core Viewpoint - The company, Zhejiang Zhengte, is positioned to benefit from trends in the pet economy, camping economy, cross-border e-commerce, and the depreciation of the RMB, with a significant focus on outdoor leisure furniture and products [2][3]. Company Overview - Zhejiang Zhengte Co., Ltd. is located in Linhai City, Zhejiang Province, and was established on September 12, 1996. The company went public on September 19, 2022, and primarily engages in the research, development, production, and sales of outdoor leisure furniture and products [7]. - The main revenue composition includes 86.83% from shading products, 6.64% from leisure furniture, and 6.54% from other sources [7]. - The company has a self-operated import and export right, with products mainly sold to developed countries and regions such as Europe and North America [3][7]. Product and Market - The company's primary products include pet houses, pet fences, and cages, as well as shading products like awnings and umbrellas, and outdoor leisure furniture [2][3]. - The company has established a supplier relationship with major retail chains such as Walmart and Costco, leveraging its research and design capabilities [2][3]. Financial Performance - For the first half of 2025, the company achieved a revenue of 1.042 billion yuan, representing a year-on-year growth of 38.63%, and a net profit attributable to shareholders of 70.51 million yuan, up 56.03% year-on-year [7]. - As of September 20, 2023, the company had 4,452 shareholders, with an average of 23,285 circulating shares per person [7]. Market Dynamics - The company benefits from a high overseas revenue ratio of 92.75%, largely due to the depreciation of the RMB [3]. - The stock has shown a net inflow of 374,400 yuan today, with a total market capitalization of 5.504 billion yuan [1][4].

证券之星消息，9月25日文娱用品板块较上一交易日下跌0.24%，浙江正特领跌。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。文娱用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002348 | 高乐股份 | 3.94 | 6.20% | 61.33万 | | 2.40亿 | | 002899 | 英派斯 | 22.04 | 4.75% | 10.61万 | | 2.33亿 | | 002678 | 珠江钢琴 | 4.55 | 3.17% | 36.02万 | | 1.68亿 | | 001300 | 三柏硕 | 14.42 | 1.41% | 5.75万 | | 8275.38万 | | 001222 | 源飞宠物 | 23.33 | 0.78% | 4.46万 | | 1.04亿 | | 002862 | 实丰文化 | 18.67 | 0.38% | 3.25万 | | 6099.31万 | | 300 ...

Summary of Key Points Core Viewpoint - On September 23, several A-share listed companies disclosed their shareholding changes, with notable increases in holdings by some companies and reductions by others [1]. Group 1: Companies Increasing Holdings - Baba Foods: Some directors and senior management plan to further increase their shareholdings [2]. - Huakai Yibai: Luo Chun plans to increase his shareholdings by no less than 20 million yuan within six months [2]. Group 2: Companies Decreasing Holdings - Yingfang Software: Good Hope Cape and its concerted actors plan to reduce their holdings by no more than 3% [2]. - Meili Technology: Shareholder Changjiang Capital plans to reduce holdings by no more than 2,110,746 shares [2]. - Zhongtian Rocket: Shareholders plan to reduce their holdings by no more than 3% [2]. - Fangyuan Co., Ltd.: Shareholder Zhongke Ziyun plans to reduce holdings by no more than 1% [2]. - Funeng Technology: Deputy General Manager Wang Zhigang plans to reduce holdings by no more than 100,000 shares [2]. - Chaoxun Communication: The company's management has completed their reduction plan [2]. - Zhongke Jiangnan: Shareholders holding more than 5% plan to reduce holdings by no more than 1.73% [2]. - Bozhong Precision: The controlling shareholder's concerted actors have cumulatively reduced 5,495,900 shares recently [2]. - Fulongma: Former supervisor Shen Jiaqing reduced holdings by 199,600 shares [2]. - Dongtianwei: Specific shareholder Xinyu Ruitian reduced holdings by 458,900 shares from September 19 to September 22 [2]. - ST Lutong: Senior management member Zhuang Xiaozheng plans to reduce holdings by no more than 671,700 shares [2]. - Lakala: Legend Holdings has cumulatively reduced its holdings by 8,078,100 shares recently [2]. - *ST Xingnong: Shareholder Li Weihong plans to reduce holdings by no more than 3% [2]. - Tianji Co., Ltd.: Some directors and senior management plan to reduce their holdings [2]. - Yashiguangdian: Shareholders plan to reduce holdings by a total of 2.46% [2]. - Zhejiang Zhengte: Supervisor Hou Xiaohua plans to reduce holdings by no more than 275,300 shares [2]. - Binglun Environment: Some directors and senior management plan to reduce their holdings [2]. - Zhejiang Lino: The actual controller and concerted actors plan to reduce holdings by no more than 3.25% [2]. - Zhejiang Shibao: The controlling shareholder Shibao Holdings has recently reduced 1.50% of its A-share holdings [2]. - Kuaijingtong: Due to a securities repurchase contract dispute, shareholders will passively reduce holdings by no more than 1% [2]. - Nanxing Co., Ltd.: Shareholders plan to reduce holdings by no more than 3.03% [2].

证券日报网讯 9月23日晚间，浙江正特发布公告称，持有公司1，101，375股（占公司总股本比例为 1.0013%）的监事侯小华先生计划自本公告披露之日起15个交易日后的3个月内（根据中国证监会及深 圳证券交易所相关规定禁止减持的期间除外），以集中竞价交易方式减持本公司股份不超过275，343股 （占公司总股本比例为0.2503%）。 （文章来源：证券日报） ...

格隆汇9月23日丨浙江正特(001238.SZ)公布，监事侯小华先生计划自本公告披露之日起15个交易日后的 3个月内（根据中国证监会及深圳证券交易所相关规定禁止减持的期间除外），以集中竞价交易方式减 持本公司股份不超过275,343股（占公司总股本比例为0.2503%）。 ...

关于监事减持股份计划的预披露公告 公司监事侯小华先生保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：001238 证券简称：浙江正特 公告编号：2025-037 浙江正特股份有限公司 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 一、本次拟减持的股东基本情况 | 序号 | 姓名 | 职务 | 持股数量（股） | 占公司总股本比例 | | --- | --- | --- | --- | --- | | 1 | 侯小华 | 监事会主席 | 1,101,375 | 1.0013% | 二、本次减持计划的主要内容 特别提示： 持有浙江正特股份有限公司（以下简称"公司"或"本公司"或"正特股份"） 1,101,375 股（占公司总股本比例为 1.0013%）的监事侯小华先生计划自本公告披露之 日起 15 个交易日后的 3 个月内（根据中国证监会及深圳证券交易所相关规定禁止减持 的期间除外），以集中竞价交易方式减持本公司股份不超过 275,343 股（占公司总股本 比例为 0.2503%）。 公司于近日收到监事侯小华先生出具的《关于股份减持计划的告知函》 ...

证券日报网讯浙江正特（001238）9月22日在互动平台回答投资者提问时表示，截至2025年9月19日，公 司股东总户数为4452户。 ...