Group 1 - The company announced a share buyback plan, intending to repurchase a total of 1,524,500 shares, which represents approximately 0.2360% of its current total share capital [2] - The buyback will be executed through centralized bidding transactions, with a maximum transaction price of 3.74 CNY per share and a minimum transaction price of 2.84 CNY per share [2] - The total amount for the share buyback is 5,478,941 CNY, excluding transaction fees [2]

Core Viewpoint - The company, Seagull Housing (002084.SZ), has announced a share buyback program, indicating a commitment to enhancing shareholder value through capital management [1] Group 1: Share Buyback Details - The company plans to repurchase a total of 1,524,500 shares, which represents approximately 0.2360% of its current total share capital [1] - The buyback will be executed through a centralized bidding transaction method via a dedicated securities account [1] - The highest transaction price during the buyback was 3.74 yuan per share, while the lowest was 2.84 yuan per share, with a total transaction amount of 5.478941 million yuan (excluding transaction fees) [1]

Core Viewpoint - The company, Seagull Housing (002084.SZ), has announced a share buyback program, indicating a strategic move to enhance shareholder value through repurchasing its own shares [1] Summary by Categories Share Buyback Details - The company has repurchased a total of 1,524,500 shares, which accounts for approximately 0.2360% of its current total share capital [1] - The highest transaction price during the buyback was 3.74 CNY per share, while the lowest was 2.84 CNY per share [1] - The total amount spent on the buyback was 5.478941 million CNY, excluding transaction fees [1]

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]

Core Viewpoint - The company reported a decline in revenue and a net loss for the first half of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company achieved operating revenue of 1.367 billion yuan in the first half of 2025, representing a year-on-year decrease of 4.31% [1] - The net profit attributable to shareholders of the listed company was a loss of 26.0458 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was a loss of 29.3468 million yuan [1] - The basic earnings per share were reported at -0.0404 yuan [1]

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 ...

单位：万元 | 非经营性资金占用 | 资金占用 | 占用方与上市公 | 上市公司核算 | 2025 | 年期初占 | 2025 | 年半年度占用累 计发生金额（不含利 | 2025 | 年半年度占 用资金的利息 | 2025 | 年半年度 偿还累计发生 | 2025 | 年半年度 | 占用形成原 | 占用性 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 方名称 | 司的关联关系 | 的会计科目 | 用资金余额 | | | 息） | （如有） | | 金额 | | 占用资金余额 | | 因 | | 质 | | 控股股东、实际控制人及其 | | | | | | | | | | | | | | | | | | 附属企业 | | | | | | | | | | | | | | | | | | 小计 | | | | | | | | | | | | | | | | | | 前控股股东、实际控制人及 | | | | | | | | | | | | ...