Group 1 - The home goods sector increased by 0.38% on September 4, with Zhongyuan Home leading the gains [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] - Zhongyuan Home's stock price rose by 9.99% to 15.30, with a trading volume of 82,800 shares and a transaction value of 122 million yuan [1] Group 2 - The home goods sector experienced a net outflow of 89.65 million yuan from institutional funds, while retail investors saw a net inflow of 143 million yuan [2] - Major stocks in the home goods sector showed varied fund flows, with Zhongyuan Home receiving a net inflow of 48.21 million yuan from institutional investors [3] - Retail investors had a net outflow of 15.18 million yuan from Zhongyuan Home, despite the overall positive performance of the stock [3]

证券日报网讯 9月2日晚间，海鸥住工发布公告称，截至2025年8月31日，公司通过股票回购专用证券账 户以集中竞价交易方式实施回购股份，回购公司股份数量1，524，500股，约占公司目前总股本的 0.2360%，最高成交价为3.74元/股，最低成交价为2.84元/股，成交总金额为5，478，941元（不含交易 费用）。 （文章来源：证券日报） ...

格隆汇9月2日丨海鸥住工(002084.SZ)公布，截至2025年8月31日，公司通过股票回购专用证券账户以集 中竞价交易方式实施回购股份，回购公司股份数量1,524,500股，约占公司目前总股本的0.2360%，最高 成交价为3.74元/股，最低成交价为2.84元/股，成交总金额为547.8941万元(不含交易费用)。 ...

格隆汇9月2日丨海鸥住工(002084.SZ)公布，截至2025年8月31日，公司通过股票回购专用证券账户以集 中竞价交易方式实施回购股份，回购公司股份数量1,524,500股，约占公司目前总股本的0.2360%，最高 成交价为3.74元/股，最低成交价为2.84元/股，成交总金额为547.8941万元(不含交易费用)。 ...

Market Overview - The home goods sector experienced a decline of 0.74% on September 2, with Dongpeng Holdings leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the home goods sector included: - Zhongyuan Home (603709) with a closing price of 15.44, up 9.97% on a trading volume of 90,800 shares and a turnover of 136 million yuan [1] - Haotaitai (603848) closed at 24.80, up 3.77% with a trading volume of 48,300 shares and a turnover of 116 million yuan [1] - Seagull Home (002084) closed at 3.71, up 3.34% with a trading volume of 326,100 shares and a turnover of 118 million yuan [1] - Major decliners included: - Dongpeng Holdings (003012) closed at 6.98, down 5.29% with a trading volume of 227,700 shares and a turnover of 160 million yuan [2] - ST Yazhen (603389) closed at 24.68, down 5.00% with a trading volume of 36,100 shares and a turnover of 90.5 million yuan [2] - Meng Tian Home (603216) closed at 14.15, down 4.97% with a trading volume of 85,700 shares and a turnover of 122 million yuan [2] Capital Flow - The home goods sector saw a net outflow of 235 million yuan from institutional investors, while retail investors contributed a net inflow of 109 million yuan [2] - The capital flow for selected stocks showed: - Zhongyuan Home had a net inflow of 42.45 million yuan from institutional investors, but a net outflow of 16.45 million yuan from retail investors [3] - Haotaitai experienced a net inflow of 17.46 million yuan from institutional investors, with a net outflow of 1.07 million yuan from retail investors [3] - Jiayuan Technology (301193) had a net inflow of 29.46 million yuan from institutional investors, but a net outflow of 29.23 million yuan from retail investors [3]

证券代码：002084 证券简称：海鸥住工 公告编号：2025-050 广州海鸥住宅工业股份有限公司 关于回购公司股份的进展公告 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。 广州海鸥住宅工业股份有限公司(以下简称"公司"、"本公司"、"海鸥住工") 于 2025 年 2 月 13 日召开第八届董事会第二次临时会议审议通过了《关于回购公 司股份的方案》，同意公司拟以不低于人民币 2,000 万元（含）且不超过人民币 4,000 万元（含）的自有资金及股票回购专项贷款，以不超过 4.34 元/股的价格 回购公司已发行的人民币普通股（A 股）股票，本次回购实施期限为自公司董事 会审议通过回购股份方案之日起十二个月内。相关内容详见 2025 年 2 月 18 日《证 券时报》、《上海证券报》及巨潮资讯网上刊载的《海鸥住工关于回购公司股份的 方案暨取得股票回购专项贷款承诺函的公告》（公告编号：2025-005）和 2025 年 2 月 25 日《证券时报》、《上海证券报》及巨潮资讯网上刊载的《海鸥住工回购 报告书》（公告编号：2025-007）。 一、回购公司股份的 ...

Financial Performance - The company reported a significant decline in net profit, with a year-on-year decrease of 331.42%, resulting in a net profit of -26.05 million yuan for the first half of 2025 [1] - Total operating revenue for the first half of 2025 was 1.367 billion yuan, down 4.31% from the previous year [1] - The gross profit margin decreased to 12.89%, a drop of 21.89% year-on-year, while the net profit margin turned negative at -2.4%, a decrease of 411.27% [1] Key Financial Metrics - The company's total revenue for Q2 2025 was 712 million yuan, reflecting a 5.43% decline year-on-year [1] - The company’s operating cash flow per share remained stable at 0.13 yuan, with a slight increase of 1.72% [1] - The total liabilities decreased by 21.61%, with interest-bearing liabilities at 833 million yuan [3] Business Overview - The company focuses on the industrialization of interior decoration, particularly in the prefabricated assembly kitchen and bathroom sectors, aiming to become a leading provider of components and services in this field [5] - The company is involved in the research, manufacturing, and service of a wide range of high-end sanitary ware and smart home products [5] Cash Flow and Debt Situation - The cash flow situation is concerning, with a cash and cash equivalents to current liabilities ratio of only 75.5% [4] - The interest-bearing asset-liability ratio has reached 24.87%, indicating a notable level of debt [4]

Core Insights - The number of shareholders for Seagull Home increased to 32,320 as of June 30, 2025, representing a growth of 6,575 shareholders or 25.54% compared to March 31, 2025 [1][2] - The average number of shares held per shareholder decreased from 25,100 shares to 20,000 shares, with an average market value of 71,000 yuan per shareholder [1][2] - Seagull Home's stock price increased by 25.89% from March 31, 2025, to June 30, 2025, coinciding with the increase in the number of shareholders [1][2] Shareholder Statistics - As of June 30, 2025, the average number of shareholders in the home goods industry was 18,200, indicating that Seagull Home's shareholder count is above the industry average [1] - The average market value of shares held by shareholders in the home goods industry A-share listed companies is 392,800 yuan, which is significantly higher than Seagull Home's average [1] - The net outflow of main funds for Seagull Home during the period from March 31, 2025, to June 30, 2025, was 362 million yuan, while retail investors saw a net inflow of 577 million yuan [2] Stock Performance - The stock price of Seagull Home experienced a decline of 2.08% from December 31, 2024, to March 31, 2025, and a decline of 4.32% from September 30, 2024, to December 31, 2024 [2] - During the same period, the stock was listed on the trading leaderboard 11 times, with institutional special seats appearing 7 times [2]

格隆汇8月22日丨海鸥住工(002084.SZ)公布2025年半年度报告，上半年公司实现营业收入13.67亿元，同 比下降4.31%；归属于上市公司股东的净利润-2604.58万元；归属于上市公司股东的扣除非经常性损益 的净利润-2934.68万元；基本每股收益-0.0404元。 ...

广州海鸥住宅工业股份有限公司 2025 年半年度财务报告全文 广州海鸥住宅工业股份有限公司 2025 年半年度财务报告 2025 年 08 月 | | | | 一、审计报告 | 3 | | --- | --- | | 二、财务报表 | 3 | | 三、公司基本情况 | 20 | | 四、财务报表的编制基础 | 23 | | 五、重要会计政策及会计估计 | 23 | | 六、税项 | 49 | | 七、合并财务报表项目注释 | 50 | | 八、研发支出 | 94 | | 九、合并范围的变更 | 94 | | 十、在其他主体中的权益 | 95 | | 十一、政府补助 | 99 | | 十二、与金融工具相关的风险 | 100 | | 十三、公允价值的披露 | 102 | | 十四、关联方及关联交易 | 103 | | 十五、股份支付 | 107 | | 十六、承诺及或有事项 | 107 | | 十七、资产负债表日后事项 | 108 | | 十八、其他重要事项 | 109 | | 十九、母公司财务报表主要项目注释 | 110 | | 二十、补充资料 118 | | 广州海鸥住宅工业股份有限公司 2025 年半年度财 ...