Core Viewpoint - The company Seagull Construction expects a net loss of 95 million to 130 million yuan for the fiscal year 2025, compared to a loss of 124 million yuan in the same period last year [1] Group 1: Financial Performance - The projected net loss for 2025 is between 95 million and 130 million yuan, indicating a continued struggle in profitability [1] - The previous year's loss was recorded at 124 million yuan, showing a slight improvement in the expected loss range for 2025 [1] Group 2: Operational Adjustments - Despite pressure on revenue and gross margin levels due to industry competition, the company has focused on restructuring and optimizing operations [1] - The company has successfully reduced its asset-liability ratio, which is a positive indicator of financial health [1] - There has been an increase in operating cash flow, enhancing the company's resilience and ability to respond to market challenges [1]

Financial Performance Expectations - The company expects a net loss attributable to shareholders between RMB 95 million and RMB 130 million for the fiscal year 2025, compared to a loss of RMB 123.81 million in the same period last year[3]. - The net profit after deducting non-recurring gains and losses is projected to be a loss between RMB 92 million and RMB 127 million, compared to a loss of RMB 123.77 million last year[3]. - The basic earnings per share is anticipated to be a loss between RMB 0.1489 and RMB 0.2038, compared to a loss of RMB 0.1915 per share in the previous year[3]. Operational Challenges and Strategies - The company acknowledges that operating revenue and gross margin levels are under pressure due to industry competition, but has managed to reduce the asset-liability ratio and maintain growth in operating cash flow[6]. - Management will continue to focus on core operations to drive ongoing performance improvement[6]. Financial Reporting and Risks - The financial data in the earnings forecast has not been audited by registered accountants and may differ from the final figures disclosed in the 2025 annual report[5]. - Investors are advised to be aware of investment risks as the earnings forecast is based on preliminary calculations by the finance department[7].

Core Viewpoint - The company announced the transfer of 100% equity and related debts of its wholly-owned subsidiary, Zhuhai Chengou Sanitary Ware Co., Ltd., to Ningbo Tornado Investment Partnership, with a total transaction value of 173.83 million yuan [2]. Group 1: Equity Transfer Details - The company will transfer its 100% equity in Zhejiang Seagull Youchao Bathroom Co., Ltd. to Ningbo Tornado, with the equity transfer price set at 155 million yuan based on the assessment value after debt exemption [2]. - The company will also transfer its debt of 18.83 million yuan related to Zhejiang Seagull Youchao, bringing the total transaction value to 173.83 million yuan [2]. - Following the transfer, the company will no longer hold any equity in Zhejiang Seagull Youchao, and it will be excluded from the company's consolidated financial statements [2]. Group 2: Debt Exemption and Financial Impact - The company has assessed the receivables from Guangdong Yakeboluo Cabinet Co., Ltd. and its subsidiaries, amounting to 164.44 million yuan, and determined the likelihood of recovery to be low [2]. - To facilitate the transaction, the company will exempt Yakeboluo and its subsidiaries from their debt of 164.44 million yuan as part of the equity and debt transfer package [2]. - The company has received the first installment of the transfer payment and completed the business registration changes for Zhejiang Seagull Youchao [2].

证券代码：002084 证券简称：海鸥住工 公告编号：2026-002 广州海鸥住宅工业股份有限公司 关于转让全资子公司100%股权及相关债权 暨债务豁免的进展公告 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。 一、交易概述 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 12 月 8 日、2025 年 12 月 25 日召开第八届董事会第五次临 时会议、2025 年第二次临时股东会，审议通过了《关于转让全资子公司 100%股 权及相关债权暨债务豁免的议案》，同意将公司及全资子公司珠海承鸥卫浴用品 有限公司（以下简称"承鸥"）合计持有的浙江海鸥有巢氏整体卫浴有限公司（以 下简称"浙江海鸥有巢氏"）100%股权转让给宁波龙卷风投资合伙企业（有限合 伙）（以下简称"龙卷风"），以 2025 年 7 月 31 日为基准日，综合考虑豁免其 子公司债务后的评估价值为依据，确定浙江海鸥有巢氏的股权转让价格为 15,500.00 万元，同时按原价转让所持有的对浙江海鸥有巢氏的 1,882.81 万元 债权，合计 17,382. ...

海鸥住工公告称，公司于2025年12月召开董事会和股东会，同意将持有的浙江海鸥有巢氏100%股权以 1.55亿元转让给宁波龙卷风投资合伙企业，并按原价转让1882.81万元债权，合计1.74亿元。截至2025年 11月30日，公司应收广东雅科波罗橱柜有限公司及其子公司款项1.64亿元，将在股权转让完成工商变更 登记后豁免该债务。近日，公司已收到第一期转让价款，完成工商变更登记，将督促对方支付后续价 款。 ...

Group 1 - The company, Sea Eagle Construction, stated that it will strictly adhere to relevant laws and regulations regarding information disclosure obligations [2]

Group 1 - The company is implementing visual inspection technology for quality analysis in certain product quality control processes [2] - AI agents are being integrated into contract management and production MES systems to enhance work efficiency [2] - The company plans to continue promoting the application of AI tools in the future [2]

Core Viewpoint - The company has no current plans to spin off its subsidiary, Edison, for public listing despite investor interest [2] Group 1 - An investor inquired on an interactive platform about the potential spin-off of Edison, highlighting its strong performance [2] - The company, Sea Gull Home (002084.SZ), responded that there are no relevant plans for Edison at this time [2]

Group 1 - The company has announced a share repurchase plan, with a budget ranging from RMB 20 million to RMB 40 million, and a maximum repurchase price of RMB 4.34 per share [1] - The implementation period for the share repurchase is set for twelve months from the date of the board's approval [1] - The company aims to proceed with the repurchase plan in an orderly manner [1]

Core Viewpoint - The company is actively advancing its factory automation and intelligent construction initiatives, integrating various systems to enhance production efficiency and quality control [1] Group 1: Automation and Intelligent Construction - The company is implementing an integrated automation system that combines MES, WMS, and intelligent three-dimensional warehouses to streamline operations [1] - Collaborative robots are utilized in flexible automated assembly lines, automatic packaging lines, and lean workstations to achieve automated logistics in the assembly workshop [1] - The application of AI visual inspection technology has significantly improved the accuracy and efficiency of product quality inspections [1] Group 2: Data and Efficiency Optimization - Real-time feedback from automated equipment operation data through information systems supports production optimization [1] - Internal AGV intelligent logistics devices, combined with AI path optimization algorithms, reduce manual handling costs while enhancing logistics turnover efficiency [1] - The company is focusing on lean production by using intelligent analysis tools to identify waste in assembly processes and iteratively improving workstations based on ergonomic design [1]