Core Viewpoint - The company has issued a notice regarding unusual stock trading fluctuations, clarifying its non-involvement in the "lighthouse factory concept" and emphasizing its strategic partnership with Foxconn for digital transformation and smart manufacturing [1] Group 1: Company Activities - The company signed a strategic cooperation framework agreement with Foxconn Industrial Internet Co., Ltd. in May 2020, focusing on the digital, networked, and intelligent transformation to achieve smart manufacturing [1] - The company is engaged in a small lighthouse project aimed at reducing operational costs through transformation upgrades [1] Group 2: Stock Trading and Media Reports - The company has not participated in any form of lighthouse factory qualification application or recognition as of the date of the announcement [1] - The company has not identified any other public media reports that may have significantly impacted its stock trading price due to undisclosed major information [1]

Core Insights - The home goods sector experienced a rise of 0.73% on October 10, with Del Future leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Del Future (002631) closed at 5.79, up 10.08% with a trading volume of 465,700 shares and a transaction value of 263 million yuan [1] - Seagull Home (002084) closed at 4.42, up 9.95% with a trading volume of 545,300 shares and a transaction value of 239 million yuan [1] - Filinger (603226) closed at 43.06, up 6.24% with a trading volume of 89,500 shares and a transaction value of 374 million yuan [1] - Other notable performers include Hango Group (001221) up 5.34% and Meike Home (600337) up 4.85% [1] Capital Flow - The home goods sector saw a net inflow of 4.64 million yuan from institutional investors, while retail investors contributed a net inflow of 57.18 million yuan [2] - However, there was a net outflow of 61.82 million yuan from speculative funds [2] Individual Stock Capital Flow - Del Future had a net inflow of 87.64 million yuan from institutional investors, while it faced a net outflow of 48.02 million yuan from speculative funds [3] - Meike Home experienced a net inflow of 48.84 million yuan from institutional investors, with a net outflow of 16.72 million yuan from speculative funds [3] - Good Housewife (603848) saw a net inflow of 30.46 million yuan from institutional investors, with a net outflow of 13.62 million yuan from speculative funds [3]

证券日报网讯 10月9日晚间，海鸥住工（002084）发布公告称，截至2025年9月30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，累计回购公司股份数量2，723，500股，约占公司 目前总股本的0.4216%。 ...

每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 （记者 曾健辉） 2025年1至6月份，海鸥住工的营业收入构成为：金属制品业占比100.0%。 截至发稿，海鸥住工市值为26亿元。 每经AI快讯，海鸥住工（SZ 002084，收盘价：4.02元）10月9日晚间发布公告称，截至2025年9月30 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，回购公司股份数量约272万 股，约占公司目前总股本的0.4216%，最高成交价为3.93元/股，最低成交价为2.84元/股，成交总金额约 为990万元。 ...

证券之星消息，10月9日家居用品板块较上一交易日上涨0.04%，海鸥住工领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。家居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) | | | --- | --- | --- | --- | --- | --- | --- | | 002084 | 海鸥住工 | 4.02 | 10.14% | 66.41万 | | 2.60亿 | | 603226 | 菲林格尔 | 40.53 | 4.97% | 8.71万 | | 3.45亿 | | 300993 | 玉马科技 | 18.23 | 3.17% | 13.57万 | | 2.45亿 | | 603661 | 恒林股份 | 32.52 | 2.85% | 1.60万 | | 5148.86万 | | 603195 | 公牛集团 | 45.85 | 2.66% | 6.87万 | | 3.11亿 | | 603208 | 江山欧派 | 15.58 | 1.90% | 5.84万 | | 9053.81万 | ...

Group 1 - The core point of the article is that Seagull Housing (002084.SZ) has announced a share buyback program, repurchasing 2,723,500 shares, which accounts for approximately 0.4216% of the company's total share capital [1] - The buyback was conducted through a special securities account for stock repurchase via centralized bidding, with the highest transaction price being 3.93 yuan per share and the lowest at 2.84 yuan per share [1] - The total amount spent on the buyback was 9,903,410 yuan, excluding transaction fees, and the buyback complies with relevant laws and regulations as well as the company's buyback plan [1]

根据《上市公司股份回购规则》和《深圳证券交易所上市公司自律监管指引 第 9 号——回购股份》等的相关规定，在回购股份期间，公司应当在每个月的前 三个交易日内披露截至上月末的回购进展情况，现将公司回购股份的进展情况公 告如下： 截至 2025 年 9 月 30 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 2,723,500 股，约占公司目前总股本的 0.4216%，最高成交价为 3.93 元/股，最低成交价为 2.84 元/股，成交总金额为 9,903,410 元（不含交易费用）。本次回购符合相关法律法规要求及公司回购方 案。 证券代码：002084 证券简称：海鸥住工 公告编号：2025-052 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（ ...

Core Viewpoint - The company, Seagull Housing, has announced a share buyback plan, indicating a commitment to returning value to shareholders and confidence in its financial position [1] Summary by Categories Share Buyback Details - As of September 30, 2025, the company plans to repurchase a total of 2.7235 million shares, which represents approximately 0.4216% of the current total share capital [1] - The maximum transaction price for the buyback is set at 3.93 yuan per share, while the minimum transaction price is 2.84 yuan per share [1] - The total amount for the buyback is 9.9034 million yuan, excluding transaction fees [1] Compliance and Regulations - The buyback plan is in accordance with relevant laws and regulations, as well as the company's established buyback scheme [1]

Group 1: Financial Performance and Strategies - The company reported a loss in the mid-year financial results, attributing it to industry cycles and international trade tariffs, impacting both domestic and export sales [1] - To mitigate losses, the company plans to stabilize domestic sales by reducing high-risk engineering projects and increasing the focus on renovation of existing properties [1] - The company aims to expand its export market, particularly in non-U.S. markets and regions involved in the Belt and Road Initiative, while enhancing its product innovation and research capabilities [1] Group 2: Share Buyback and Market Response - In January 2025, the company completed its third share buyback, repurchasing 7,338,974 shares, which is approximately 1.14% of the total share capital, for a total amount of ¥20,251,701.95 (excluding transaction fees) [1] - The company announced plans to continue share buybacks with a budget of no less than ¥20 million and no more than ¥40 million, utilizing its own funds and special loans [1] - As of August 31, 2025, the company had repurchased an additional 1,524,500 shares, representing 0.2360% of the total share capital, for a total amount of ¥5,478,941 (excluding transaction fees) [2] Group 3: Future Outlook and Market Position - The company is committed to achieving its strategic goals and will provide updates on performance through designated information disclosure channels [2] - There are inquiries regarding the probability of turning losses into profits this year, with the company emphasizing its focus on strategic objectives [2] - The company acknowledges the systemic risks in the secondary market affecting stock price fluctuations and is focused on maintaining a normal upward trend in stock prices [2]

Market Overview - On September 16, the home goods sector rose by 0.56% compared to the previous trading day, with Meizhi leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Performers - Meizhi (834765) closed at 23.98, up 10.71% with a trading volume of 65,900 shares and a turnover of 154 million yuan [1] - Tianzhen Co. (301356) closed at 23.45, up 8.92% with a trading volume of 104,300 shares and a turnover of 241 million yuan [1] - Yongyi Co. (603600) closed at 11.98, up 5.27% with a trading volume of 156,900 shares and a turnover of 183 million yuan [1] Underperformers - Yuhua Co. (603615) closed at 28.77, down 2.67% with a trading volume of 49,900 shares and a turnover of 144 million yuan [2] - ST Huapeng (603021) closed at 4.94, down 2.18% with a trading volume of 51,200 shares and a turnover of 25.68 million yuan [2] - Han Gao Group (001221) closed at 56.27, down 1.80% with a trading volume of 59,100 shares and a turnover of 330 million yuan [2] Capital Flow - The home goods sector saw a net inflow of 81.18 million yuan from institutional investors, while retail investors experienced a net inflow of 33.52 million yuan [2] - Retail investors' net outflow was 115 million yuan, indicating a mixed sentiment in the market [2] Individual Stock Capital Flow - Good Housewife (603848) had a net inflow of 39.10 million yuan from institutional investors, while retail investors saw a net outflow of 22.96 million yuan [3] - Tianzhen Co. (301356) experienced a net inflow of 36.04 million yuan from institutional investors, with a net outflow of 29.83 million yuan from retail investors [3] - Zhejiang Yongqiang (002489) had a net inflow of 21.86 million yuan from institutional investors, while retail investors saw a net outflow of 594,310 yuan [3]