Market Overview - The home goods sector declined by 1.23% on October 30, with Seagull Home leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable gainers in the home goods sector included: - Rietech (002790) with a closing price of 10.93, up 9.96% on a trading volume of 95,300 shares and a turnover of 104 million yuan [1] - Marco Polo (001386) closed at 28.50, up 5.48% with a trading volume of 579,200 shares and a turnover of 1.678 billion yuan [1] - ST Huapeng (603021) closed at 4.61, up 5.01% with a trading volume of 120,700 shares and a turnover of 55.376 million yuan [1] - Major decliners included: - Seagull Home (002084) closed at 3.94, down 7.08% with a trading volume of 810,800 shares and a turnover of 325 million yuan [2] - Filinger (603226) closed at 41.09, down 6.32% with a trading volume of 74,800 shares and a turnover of 319 million yuan [2] - Dream Lily (603313) closed at 9.35, down 6.03% with a trading volume of 296,200 shares and a turnover of 27.9 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 4.6129 million yuan from institutional investors and a net outflow of 54.0298 million yuan from speculative funds, while retail investors saw a net inflow of 58.6427 million yuan [2] Individual Stock Capital Flow - Marco Polo (001386) had a net inflow of 28.3 million yuan from institutional investors, while it faced a net outflow of 16.1 million yuan from speculative funds and a net outflow of 12.2 million yuan from retail investors [3] - Yuma Technology (300993) saw a net inflow of 36.063 million yuan from institutional investors, with net outflows from both speculative and retail investors [3] - Zhejiang Yongqiang (002489) had a net inflow of 26.166 million yuan from institutional investors, while also facing net outflows from speculative and retail investors [3]

Summary of Key Points Core Viewpoint - The company, Seagull Housing (SZ 002084), announced a significant asset impairment provision for the first three quarters of 2025, which will negatively impact its net profit and equity attributable to shareholders [1] Financial Performance - The total amount of asset impairment provision for the first three quarters of 2025 is 23.9463 million yuan, which, after considering tax effects, reduces the net profit attributable to shareholders by 15.6191 million yuan [1] - Following the asset impairment provision, the total profit for the first three quarters of 2025 is reported at -64.8326 million yuan, with a net profit attributable to shareholders of -62.2644 million yuan [1] - The revenue composition for the first half of 2025 indicates that the metal products industry accounts for 100% of the company's revenue [1]

证券代码：002084 证券简称：海鸥住工 公告编号：2025-056 广州海鸥住宅工业股份有限公司 关于2025年前三季度计提资产减值准备的公告 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10月28日召开第八届董事会第四次临时会议，会议审议通过了 《关于2025年前三季度计提资产减值准备的议案》，根据《深圳证券交易所股票 上市规则》等有关规定，现将具体情况公告如下： 一、本次计提资产减值准备情况的概述 1、本次计提资产减值准备的原因 2、本次计提资产减值准备的资产范围、总金额和计入的报告期间 经公司及下属子公司对2025年9月30日存在可能发生减值迹象的应收账款、 应收票据、存货、固定资产等资产进行全面清查和减值测试后，2025年前三季度 计提各项资产减值准备合计人民币2,394.63万元，明细如下表： | 项 目 | 2025年1-9月计提金额（万元） | 占2024年度经审计归属于母 公司股东净利润的比例（%） | | --- | --- | --- | | 一 ...

第八届董事会第四次临时会议决议公告 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、董事会会议召开情况 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"）第八届董事会第四次临时会议通知于 2025 年 10 月 25 日以书面形式发 出，会议于 2025 年 10 月 28 日（星期二）下午 14:00 在公司会议室以现场结合 通讯表决方式召开。会议应出席董事九人，亲自出席董事九人。会议由董事长陈 巍先生主持，公司高级管理人员列席了会议。会议的召开符合《公司法》等有关 法律法规、规范性文件和《公司章程》的规定，会议的召开合法有效。 二、董事会会议审议情况 （一）以 9 票同意，0 票反对，0 票弃权的结果审议通过了《海鸥住工 2025 年第三季度报告》 相关内容详见 2025 年 10 月 30 日《证券时报》、《上海证券报》、《经济参考 报》及巨潮资讯网上刊载的《海鸥住工 2025 年第三季度报告》。 （二）以 9 票同意，0 票反对，0 票弃权的结果审议通过了《关于 2025 年前 三季度计提资产减值准备的议案》 相关内容详见 ...

Financial Performance - The company's operating revenue for Q3 2025 was ¥672,168,397.25, a decrease of 7.43% compared to the same period last year[5] - The net profit attributable to shareholders was -¥36,218,571.62, representing a decline of 129.47% year-on-year[5] - The basic earnings per share were -¥0.0561, down 130.86% from the previous year[5] - The total operating revenue for the current period is CNY 2,039,633,039.48, a decrease of 5.36% compared to CNY 2,155,181,147.26 in the previous period[17] - Operating profit turned negative at ¥-64,064,640.80 compared to a profit of ¥2,215,969.46 in the previous period[18] - Net profit for the period was ¥-69,706,401.60, a significant decline from ¥-4,253,732.17 in the prior period[19] - Basic and diluted earnings per share decreased to ¥-0.0966 from ¥-0.0070[19] - The total comprehensive income for the period was ¥-79,229,553.74, compared to ¥-6,240,958.85 in the previous period[19] - The company reported a decrease in sales revenue from customers to ¥2,050,465,495.23 from ¥2,174,628,175.07[20] Assets and Liabilities - Total assets at the end of the reporting period were ¥3,278,291,288.04, a decrease of 6.25% from the end of the previous year[5] - The total liabilities decreased to CNY 1,781,401,938.38 from CNY 1,904,193,890.98, indicating a reduction of 6.43%[15] - The total assets decreased to CNY 3,278,291,288.04 from CNY 3,496,730,613.17, showing a decline of 6.25%[15] - The company's inventory decreased to CNY 685,228,226.00 from CNY 810,011,272.23, a reduction of 15.43%[14] - The total non-current assets decreased to CNY 1,195,490,466.04 from CNY 1,243,342,467.58, a decline of 3.85%[14] - The company's short-term borrowings decreased to CNY 188,777,858.67 from CNY 264,438,892.28, a decrease of 28.69%[15] - The total equity attributable to the parent company decreased to CNY 1,392,499,250.83 from CNY 1,477,515,198.44, a decline of 5.76%[15] Cash Flow - The company reported a net cash flow from operating activities of ¥145,842,364.50, an increase of 5.36% year-to-date[5] - Cash flow from operating activities generated a net cash inflow of ¥145,842,364.50, compared to ¥138,416,972.27 in the previous period[20] - Cash flow from investing activities showed a net inflow of ¥12,563,589.09, recovering from a net outflow of ¥-50,297,459.02 in the prior period[21] - Cash flow from financing activities resulted in a net outflow of ¥-33,428,102.11, down from a net inflow of ¥47,146,672.43 previously[21] - The cash and cash equivalents at the end of the period stood at ¥565,650,433.61, down from ¥691,268,988.00 at the end of the previous period[21] - The company's cash and cash equivalents increased to CNY 633,591,165.11 from CNY 506,906,482.39, representing a growth of 24.97%[13] Shareholder Information - The company had a total of 31,018 common shareholders at the end of the reporting period[10] - The largest shareholder, Zhongyu Investment Co., Ltd., held 28.27% of the shares, totaling 182,622,263 shares[10] Expenses - Financial expenses rose by 160.76% to ¥25,004,149.05, primarily due to exchange rate fluctuations[8] - Total operating costs decreased to ¥2,087,501,771.31 from ¥2,145,870,419.67, a reduction of approximately 2.7%[18]

Core Viewpoint - Seagull Housing Industry experienced a significant decline of 7.83% in stock price, with a trading volume of 4.28 billion yuan and a turnover rate of 15.56% on the day of reporting [2] Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of -9.15%, with institutional investors net selling 364,300 yuan [2] - The top five trading departments had a combined transaction amount of 1.08 billion yuan, with a buying amount of 315.75 million yuan and a selling amount of 767.97 million yuan, resulting in a net sell of 452.22 million yuan [2] - Among the trading departments, one institutional seat was present, with a buying amount of 9.09 million yuan and a selling amount of 9.45 million yuan, leading to a net sell of 364,300 yuan [2] Fund Flow - The stock saw a net outflow of 57.30 million yuan in principal funds, with a large single order net outflow of 27.78 million yuan and a big order net outflow of 29.52 million yuan [2] - Over the past five days, the net outflow of principal funds amounted to 9.98 million yuan [2]

Market Overview - The home goods sector increased by 0.09% compared to the previous trading day, with Longzhu Technology leading the gains [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Top Performers - Longzhu Technology (code: 920445) closed at 14.74, up 11.25% with a trading volume of 286,100 shares and a turnover of 428 million yuan [1] - Ruilite (code: 002790) closed at 9.04, up 9.98% with a trading volume of 146,600 shares and a turnover of 129 million yuan [1] - Taipeng Intelligent (code: 920132) closed at 22.01, up 6.23% with a trading volume of 20,000 shares and a turnover of 43.28 million yuan [1] Underperformers - Zhiou Technology (code: 301376) closed at 18.39, down 6.98% with a trading volume of 95,500 shares and a turnover of 177 million yuan [2] - Meizhi Gao (code: 920765) closed at 26.60, down 4.32% with a trading volume of 31,100 shares and a turnover of 82.09 million yuan [2] - ST Songfa (code: 603268) closed at 55.35, down 3.54% with a trading volume of 34,400 shares and a turnover of 193 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 322 million yuan from institutional investors, while retail investors saw a net inflow of 306 million yuan [2] - The top stocks by net inflow from retail investors included Ruilite and Tianzhen Co., with net inflows of 30 million yuan and 21.6 million yuan respectively [3] Detailed Capital Flow - Ruilite had a net inflow of 30 million yuan from institutional investors, but a net outflow of 20.17 million yuan from speculative funds [3] - Tianzhen Co. saw a net inflow of 21.68 million yuan from institutional investors, with a net outflow of 2.34 million yuan from retail investors [3] - The overall capital flow indicates a mixed sentiment among different investor types within the home goods sector [3]

Core Viewpoint - Seagull Housing Industry Co., Ltd. has experienced significant stock performance, achieving three trading halts within five days and a cumulative increase of 16.87% in stock price, with a turnover rate of 90.09% [2] Company Performance - The stock recorded a trading volume of 45.39 million shares and a transaction amount of 213 million yuan on the latest trading day, with a turnover rate of 7.04% [2] - The total market capitalization of the A-shares reached 3.133 billion yuan, while the circulating market capitalization was 3.126 billion yuan [2] Trading Data - The stock's daily performance over the past few days is as follows: - October 23, 2025: -10.00% change, 18.97% turnover rate, net outflow of 109.82 million yuan - October 22, 2025: +10.11% change, 26.82% turnover rate, net inflow of 130.99 million yuan - October 21, 2025: -2.63% change, 19.41% turnover rate, net outflow of 69.93 million yuan - October 20, 2025: +10.12% change, 17.85% turnover rate, net inflow of 78.44 million yuan - October 17, 2025: +1.97% change, 16.01% turnover rate, net outflow of 0.33 million yuan - October 16, 2025: -5.79% change, 13.96% turnover rate, net outflow of 28.19 million yuan - October 15, 2025: -4.42% change, 21.05% turnover rate, net outflow of 15.98 million yuan - October 14, 2025: +9.98% change, 8.90% turnover rate, net inflow of 106.32 million yuan - October 13, 2025: -7.01% change, 24.41% turnover rate, net outflow of 48.93 million yuan - October 10, 2025: +9.95% change, 8.46% turnover rate, net outflow of 20.91 million yuan [2]

Core Viewpoint - The stock of Seagull Housing fell to its daily limit, with a trading volume of 5.57 billion yuan and a turnover rate of 18.97%, indicating significant market activity despite the decline [2] Trading Activity - The stock experienced a daily decline of 10.22%, leading to its listing on the Shenzhen Stock Exchange's watch list for price deviation [2] - Institutional investors net bought 13.27 million yuan, while brokerage seats collectively net sold 41.43 million yuan [2] - The top five trading departments accounted for a total transaction of 168 million yuan, with a buying amount of 70.03 million yuan and a selling amount of 98.19 million yuan, resulting in a net sell of 28.17 million yuan [2] Institutional Participation - Among the trading departments, five institutional special seats were involved, with a total buying amount of 51.01 million yuan and a selling amount of 37.74 million yuan, leading to a net buy of 13.27 million yuan [2] - The main funds saw a net outflow of 110 million yuan, with large orders contributing to a net outflow of 62.69 million yuan and 47.14 million yuan respectively [2] - Over the past five days, the main funds had a net inflow of 29.35 million yuan [2]

Market Overview - The home goods sector increased by 0.03% on October 23, with Meizhi leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Top Performers - Meizhi (code: 920765) closed at 22.78, up 6.95% with a trading volume of 37,900 shares and a transaction value of 86.48 million yuan [1] - Yiwuda (code: 301575) closed at 62.81, up 6.93% with a trading volume of 77,800 shares [1] - Haixiang New Materials (code: 003011) closed at 23.37, up 4.56% with a trading volume of 78,600 shares [1] Underperformers - Seagull Living (code: 002084) saw a significant decline of 10.00%, closing at 4.41 with a trading volume of 1.223 million shares and a transaction value of 557 million yuan [2] - Yuma Technology (code: 300993) decreased by 5.98%, closing at 16.36 with a trading volume of 139,900 shares [2] - Hengxin Life (code: 301501) fell by 5.11%, closing at 48.11 with a trading volume of 33,600 shares [2] Capital Flow - The home goods sector experienced a net outflow of 121 million yuan from institutional investors, while retail investors saw a net inflow of 112 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Individual Stock Capital Flow - Haixiang New Materials (code: 003011) had a net inflow of 35.22 million yuan from institutional investors, but a net outflow of 36.27 million yuan from retail investors [3] - Meizhi (code: 920765) showed a net inflow of 1.78 million yuan from institutional investors [3] - Other notable stocks include Kuka Home (code: 603816) with a net inflow of 5.43 million yuan from institutional investors [3]