南财智讯2月4日电，箭牌家居在投资者关系活动中表示，2026年将继续推动店效倍增项目由点及面，逐 步覆盖更多门店，实现更大范围的推广与持续增效；同时将零售渠道的精细化管理模式逐步复制到电商 等其他渠道，带动各渠道改善，从而推动全渠道的协同发展。 ...

Group 1: Business Strategy and Development - In 2025, the company will focus on retail channel construction and refined operational management to enhance store efficiency, with significant improvements observed in pilot stores [1] - The company plans to expand the store efficiency enhancement project to cover more stores in 2026, promoting a broader range of improvements [1] - Continuous emphasis on product and marketing dual-drive strategy, aiming to enhance product strength and optimize collaboration with Hongmeng Smart Selection [1] Group 2: Market and Policy Impact - The implementation of national subsidy policies has effectively stimulated consumer potential in the home furnishing market, prompting the company to optimize its sales structure [2] - Despite the impact of national subsidy policies on operational strategies, the company will persist in refined management as a core driver for improving operational quality [2] Group 3: International Market Expansion - The company is advancing its international strategy while deepening its domestic market presence, increasing strategic investments in overseas markets [2] - Collaborations with local distributors and leveraging mainstream overseas e-commerce platforms have accelerated the establishment of sales networks [2] - Revenue from markets outside North America has shown significant growth, although overall overseas revenue has declined due to changes in the international economic environment [2]

Core Insights - ARROW Home Group has been recognized as a key player in the "Great Power Brand" initiative, reflecting its commitment to high-quality living solutions and innovation in the bathroom industry [1][3][4] - The company aims to transition from a product manufacturer to a provider of comprehensive living solutions, aligning with national strategies for quality development and brand enhancement [1][4] Group 1: Strategic Recognition - ARROW Home Group was officially included in CCTV's "Great Power Brand" on January 28, 2026, marking a significant strategic partnership that emphasizes the importance of quality and innovation in national branding [1][3] - The partnership is themed "Great Power Living, Arrow Certifies Beauty," highlighting the company's role in contributing to the quality of life in China [1][3] Group 2: Technological Innovation - The company focuses on human-centered technology, integrating health and intelligence into its product offerings, which enhances user experience and meets modern living expectations [4][5] - ARROW has developed smart products like the radar shower and intelligent shower, which provide synchronized comfort features, showcasing its commitment to innovative living solutions [4][5] Group 3: Green Manufacturing - ARROW Home Group emphasizes a green manufacturing base, implementing intelligent and low-carbon practices throughout its production chain, which supports the "Good House" quality initiative [5][6] - The company has achieved significant milestones, with over 17 products recognized as "Water Efficiency Leaders" and numerous products certified as "Chinese Green Products," demonstrating its commitment to sustainability [5][6] Group 4: Future Outlook - Looking ahead, ARROW Home Group plans to continue leading with technology and focusing on user needs, aiming to promote its human-centered smart living solutions globally [6][8]

Industry Overview - The showerhead, also known as a lotus head, is a common bathroom fixture that connects to water pipes and features multiple holes for water flow. It is a core category in the bathroom industry, combining practicality and widespread use [1][3] - The main types of showerheads currently available include handheld, overhead, and side spray options, catering to various showering needs [1][3] - By 2025, China's showerhead production is projected to reach 22,765 million units, with a total demand of 13,751 million units. The demand for showerheads that accompany shower systems is estimated at 8,056 million units, while standalone showerheads will account for 5,695 million units. The former represents approximately 58.6% of total demand, and the latter about 41.4% [10][11] Market Dynamics - The overall market supply and demand structure is relatively stable, with a slight differentiation in demand reflecting various consumer scenarios [10][11] - The market size for showerheads is influenced by factors such as consumption upgrades, policies for renovating old kitchens and bathrooms, and the implementation of water-saving product standards [12][13] - The market size is expected to reach 4.237 billion yuan by 2025, a decrease of 5.6% compared to 2024 [12][13] Industry Barriers - The entry barriers in China's showerhead industry are primarily related to technology research and development, supply chain integration, and quality compliance. Companies must master core technologies such as water-saving and temperature control, establish stable supply chains, and achieve various safety certifications [4][5] - The domestic bathroom consumption market heavily relies on brand recognition and established distribution channels, making it challenging for new brands to gain market trust and establish partnerships [4][5] Industry Chain - The upstream of the showerhead industry consists of suppliers of various raw materials such as aluminum, steel, plastics, rubber, and ceramics, providing essential materials for production [8][9] - The midstream includes well-known manufacturers like Jiumu, Hansgrohe, Kohler, and Arrow, responsible for the design and manufacturing of showerhead products [8][9] - The downstream encompasses channels such as home decoration and renovation, facilitating market delivery and end-user consumption of showerhead products [8][9] Competitive Landscape - The leading companies in the showerhead industry include both international brands and domestic leaders, with market power derived from brand premium, technology development, and channel layout [15][16] - International brands like Kohler maintain a strong position in the high-end market through technological advantages and global marketing systems, while domestic leaders like Arrow and Jiumu leverage local advantages to penetrate the mid-to-high-end market [15][16] Development Trends - Consumer upgrades and high expectations for bathroom experiences are driving continuous product upgrades in the showerhead market. Companies are increasing R&D investments to integrate water-saving technologies, smart features, and antibacterial materials into their products [18][19] - The market share of mid-to-high-end products is gradually increasing, leading to a stable rise in industry average prices. Technological iteration and scenario-based innovation are becoming core competitive advantages [18][19] - Leading domestic showerhead companies are transitioning from OEM models to developing their own brands for international markets, enhancing their global presence and industry influence [19]

Core Viewpoint - Arrow Home Group has established a strategic partnership with "Great National Brands" to promote high-quality development in the home furnishing industry under the national brand strategy framework, aiming to meet people's aspirations for a better life [1][3] Group 1: Strategic Partnership - The partnership emphasizes the theme "Great National Living, Arrow Certifies Beauty," focusing on the alignment of Arrow Home's development practices with national strategic directions [1][3] - The collaboration is seen as a recognition of Arrow Home's brand value on a national platform, highlighting its commitment to innovation and quality [3] Group 2: Innovation and Technology - Arrow Home's high-end strategy is based on technology and aims to shift the industry from product competition to scenario value competition [4] - The company focuses on health barrier construction in core technology areas, exemplified by its "Clean Master P50 Smart Toilet" featuring advanced cleaning and hygiene technologies [4] - Arrow Home has transitioned from "single product intelligence" to "scenario intelligence," showcasing innovations like the "Radar Bath Heater" that provides personalized comfort [4] Group 3: Social Responsibility and Sustainability - Arrow Home has initiated the "I Plant a Hair for the Earth" public welfare project, planting over 300,000 trees and integrating water and energy-saving concepts into its product development and production processes [5] - The company aims to build a socially responsible brand image through its sustainable practices [5]

Core Viewpoint - Arrow Home announced plans to launch new products, including the Harmony Smart Shower, in 2025 and will continue to focus on collaboration with Harmony Smart in 2026 to enhance internal operational capabilities in product planning, development, and market launch processes [1] Group 1 - The company will leverage the ecosystem resources of the Harmony Smart platform to improve its operational efficiency [1] - Arrow Home aims to accelerate the development and layout of relevant channel resources to establish a foundation for future expansion in the smart home sector [1]

证券简称： 箭牌家居 证券代码：001322 箭牌家居集团股份有限公司投资者关系活动记录表 编号：2026-001 | 投资者关系活动类 | √ 特定对象调研 □ 分析师会议 | | | --- | --- | --- | | 别 | □ 媒体采访 □ | 业绩说明会 | | | 新闻发布会 路演活动 □ □ | | | | □ 现场参观 | | | | □ 其他 （请文字说明其他活动内容） | | | 活动参与人员 | 永赢基金 蒋卫华、沈平虹、许拓、陈思远 长江证券 董超 | | | 时间 | 年 月 日 2026 1 27 | | | 地点 | 箭牌总部大厦 | | | 形式 | 现场会议 | | | 公司接待人员 | 副总经理、董事会秘书 杨伟华 | | | | 1、目前行业情况以及企业经营策略调整情况 | | | | 行业竞争依然存在，基于当前的市场情况，公司积极进行渠 | | | | 道变革以及内部管理变革。2025 年，公司坚持以零售渠道建设为 | | | | 核心，深耕零售渠道的精细化运营管理，以店效倍增项目为抓手， | | | | 向经销商持续赋能，重点促进零售渠道的增长。前三季度，公司 | ...

近日，多部门发布多份重要名单，涉及知识产权示范企业、制造业单项冠军企业、专精特新中小企业、工程技术研究中心、科学技术奖等类别，共有28家 卫浴企业上榜，包括恒洁、箭牌、惠达、东鹏、缇诺、悍高、玫瑰岛、莱博顿、利多邦等。 恒洁、惠达、缇诺被评为 1月12日，国家知识产权局发布关于国家知识产权强国建设示范创建对象评审结果的公示。卫浴企业方面，惠达卫浴股份有限公司、恒洁卫浴集团有限公 司、佛山市缇诺卫浴有限公司被评为国家知识产权示范企业创建对象。此外，家居行业上榜企业包括梦百合、乐捷家居、星威国际家居、皇派家居、顶固 家居等。 | 国家知识产权强国建设示范创建对象 (卫浴企业) | | | --- | --- | | 企业名称 | 地区 | | 惠达卫浴股份有限公司 | 河北省 | | 恒洁卫浴集团有限公司 | 广东省 | | 佛山市缇诺卫浴有限公司 | 广东省 | 恒洁、悍高被评为 广东省制造业单项冠军企业 广东省专精特新中小企业 知识产权强国建设示范创建对象 2025年12月29日，广东省工业和信息化厅发布关于2025年广东省省级制造业单项冠军企业及第一批复核企业通过名单的公示。其中，悍高集团股份有限公 司被评 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 箭牌家居集团股份有限公司（以下简称"公司"）于2025年1月6日召开第二届董事会第十五次会议审议通 过了《关于以集中竞价交易方式回购公司股份方案的议案》，同意公司使用自有资金及回购专项贷款以 集中竞价交易方式回购公司发行的人民币普通股（A股）的部分社会公众股份，用于实施股权激励计划 或员工持股计划。本次回购股份的种类为公司发行的人民币普通股（A股），回购的资金总额不低于人 民币5,000万元（含）且不超过人民币10,000万元（含），回购价格不超过人民币12.62元/股（含）。根 据上述回购公司股份方案，如公司在回购股份期间发生资本公积转增股本、派发股票或现金红利、股票 拆细、缩股、配股及其他除权除息事项的，自公司股票价格除权除息之日起，公司将根据中国证监会和 深圳证券交易所的相关规定调整回购价格上限。2025年5月22日，公司2024年年度权益分派实施完成， 公司将本次股份回购价格上限由不超过人民币12.62元/股（含）调整至不超过12.49元/股（含），调整 ...

Core Viewpoint - The company Arrow Home (001322) has completed its share repurchase program, acquiring a total of 6.6727 million shares, which represents 0.6899% of its total share capital, with a total expenditure of 54.9878 million yuan [2] Group 1: Share Repurchase Details - The share repurchase was conducted through centralized bidding and the highest transaction price was 8.82 yuan per share, while the lowest was 7.46 yuan per share [2] - The board of directors approved the repurchase plan on January 6, 2025, allowing the use of self-owned funds and a special repurchase loan ranging from 50 million to 100 million yuan [2] - The maximum repurchase price was initially set at 12.62 yuan per share but was later adjusted to not exceed 12.49 yuan per share due to the completion of the 2024 annual equity distribution [2] Group 2: Future Implications - If the repurchased shares are fully utilized for the intended purposes, the company's total share capital will remain unchanged [2] - Should the shares not be used for the specified purposes within 36 months after the repurchase, the unused portion will be legally canceled, resulting in a corresponding reduction in the company's total share capital [2]