Core Insights - As of October 30, 2025, institutional investors hold a total of 485 million shares of Yasha Co., accounting for 36.22% of the company's total share capital, with a decrease of 1.91 percentage points compared to the previous quarter [1] Institutional Holdings - Four institutional investors disclosed their holdings in Yasha Co., including Yasha Holdings Ltd., Hong Kong Central Clearing Ltd., Zhejiang Yasha Decoration Co. Ltd. - Fourth Employee Stock Ownership Plan, and Bank of China Ltd. - E Fund Stable Income Bond Fund [1] - The proportion of holdings by institutional investors has decreased by 1.91 percentage points compared to the last quarter [1] Public Fund Holdings - One public fund, E Fund Stable Income Bond A, reported a decrease in holdings compared to the previous quarter [1] - A total of 48 public funds did not disclose their holdings this quarter, including notable funds such as Huatai-PineBridge CSI 300 Index Enhanced A and Huatai-PineBridge CSI 500 Index Enhanced A [1] Foreign Investment - One foreign fund, Hong Kong Central Clearing Ltd., reported a decrease in holdings, with a reduction percentage of 0.88% compared to the previous quarter [1]

Core Viewpoint - The company, Zhejiang Yasha Decoration Co., Ltd., has released its third-quarter report for 2025, ensuring the accuracy and completeness of the financial information disclosed [9][12]. Financial Data Summary - The company reported a 92.54% decrease in receivables financing compared to the beginning of the period, primarily due to a reduction in high-credit-rated bank acceptance bills [5]. - Prepayments increased by 62.02% compared to the beginning of the period, attributed to payments for materials and services [5]. - Other receivables rose by 39.85%, mainly due to payments for petty cash and guarantees [5]. - Construction in progress decreased by 93.87%, as projects were transferred to fixed assets [5]. - Contract liabilities fell by 30.76%, linked to a decrease in advance payments for projects [5]. - The net cash flow from operating activities increased by 31.02%, due to reduced cash payments for goods and taxes [5]. - The net cash flow from financing activities increased by 86.15%, as repayments of loans decreased compared to the previous year [5]. Impairment Losses - The company recognized a total of 12,124.50 million RMB in credit impairment losses and asset impairment losses for the period from January to September 2025, which is 40.06% of the net profit attributable to shareholders for the last audited fiscal year [15][16]. - The impairment losses were primarily due to assessments of receivables, inventories, and contract costs, reflecting a cautious accounting approach [17][19]. Shareholder Information - The company confirmed that there were no changes in the top ten shareholders or significant shareholders participating in the securities lending business [6]. Audit Status - The third-quarter financial report was not audited [3][7]. Other Important Matters - The company stated that there were no major projects signed in the third quarter that accounted for more than 10% of the audited revenue from the previous fiscal year [13].

Core Insights - The company reported a revenue of 6.873 billion yuan for the first three quarters of 2025, representing a year-on-year decrease of 17.30% [1] - The net profit attributable to shareholders of the listed company was 265 million yuan, showing a year-on-year increase of 4.78% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 222 million yuan, which is a year-on-year decrease of 4.54% [1] - The basic earnings per share stood at 0.20 yuan [1]

Core Viewpoint - The company reported a decline in revenue for the first three quarters of 2025, while net profit showed a slight increase compared to the previous year [1] Financial Performance - The company achieved an operating income of 6.873 billion yuan, representing a year-on-year decrease of 17.30% [1] - The net profit attributable to shareholders of the listed company was 265 million yuan, reflecting a year-on-year increase of 4.78% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 222 million yuan, which is a year-on-year decrease of 4.54% [1]

Core Insights - The company reported a revenue of 6.873 billion yuan for the first three quarters of 2025, a year-on-year decrease of 17.30% [1] - The net profit attributable to shareholders was 265 million yuan, an increase of 4.78% year-on-year, while the net profit excluding non-recurring items was 222 million yuan, a decrease of 4.54% year-on-year [1] - The basic earnings per share stood at 0.20 yuan, with a weighted average return on equity of 3.26% [1] Financial Performance - The gross profit margin for the first three quarters was 14.63%, up by 1.41 percentage points year-on-year, while the net profit margin was 3.67%, an increase of 0.65 percentage points year-on-year [1] - In Q3 2025, the gross profit margin was 19.74%, a year-on-year increase of 5.19 percentage points and a quarter-on-quarter increase of 7.19 percentage points; the net profit margin was 5.40%, up 1.23 percentage points year-on-year and 2.71 percentage points quarter-on-quarter [1] Expense Management - Total operating expenses for the period were 600 million yuan, a decrease of 114 million yuan year-on-year, with an expense ratio of 8.73%, up by 0.14 percentage points year-on-year [2] - Sales expenses decreased by 3.10%, management expenses decreased by 10.44%, R&D expenses decreased by 25.47%, and financial expenses decreased by 25.32% year-on-year [2] Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 30,300, a decrease of 1,349 households or 4.27% from the end of the previous half [2] - The average market value per household increased from 163,100 yuan at the end of the previous half to 168,200 yuan, a growth of 3.10% [2] Company Overview - Zhejiang Yasha Decoration Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on July 7, 1995, with its listing date on March 23, 2010 [2] - The company's main business includes construction decoration engineering, curtain wall engineering, and intelligent system integration, with revenue composition as follows: construction decoration engineering 55.07%, curtain wall decoration engineering 38.67%, intelligent system integration 3.02%, decoration product sales 1.58%, design contracts 0.94%, and others 0.72% [2] - The company belongs to the Shenwan industry category of construction decoration and is associated with concepts such as low price, broken net stocks, long-term broken net, new urbanization, and small-cap stocks [2]

公告显示，十大流通股东中，谭承平为新进流通股东。 10月30日消息，亚厦股份发布三季度报告。 公告显示，公司前三季度营业收入6,873,087,440.03元，同比减少17.3%，归属上市公司股东的净利润 265,117,680.05元，同比增加4.78%。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

Group 1 - Company reported Q3 performance with revenue of approximately 6.873 billion yuan, a year-on-year decrease of 17.3% [1] - Net profit attributable to shareholders was approximately 265 million yuan, a year-on-year increase of 4.78% [1] - Basic earnings per share increased to 0.2 yuan, reflecting a year-on-year growth of 5.26% [1] Group 2 - As of the report, the market capitalization of the company is 5.3 billion yuan [2]

证券代码：002375 证券简称：亚厦股份 公告编号：2025-060 浙江亚厦装饰股份有限公司 关于计提2025年1-9月信用减值损失及资产减值损失 的公告 | 项目 | 本期计提减值准备金额 | 占2024年度经审计归属于上 市公司股东的净利润的比例 | | --- | --- | --- | | 信用减值损失小计 | 14,699.07 | 48.56% | | 存货跌价损失及合同履约 成本减值损失 | 138.97 | 0.46% | | 合同资产减值损失 | -3,256.44 | -10.75% | | 其他非流动资产减值损失 | 542.90 | 1.79% | | 资产减值损失小计 | -2,574.57 | -8.50% | | 减值损失合计 | 12,124.50 | 40.06% | 本次计提资产减值准备计入的报告期间为2025年1月1日至2025年9月30日。 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。 浙江亚厦装饰股份有限公司（以下简称"公司"）2025年1-9月计提信用减值 损失人民币14,699.07万元、资产减值损失人民币- ...

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。 证券代码：002375 证券简称：亚厦股份 公告编号：2025-059 浙江亚厦装饰股份有限公司 2025年第三季度经营情况简报 根据《深圳证券交易所上市公司自律监管指引第 3 号——行业信息披露》中 装修装饰业的要求，结合公司经营情况，现将本公司 2025 年第三季度主要经营 情况公布如下，供各位投资者参阅。 单位：亿元人民币 | 业务类型 | 新签订单金额 | 截至报告期末累计已签 约未完工订单金额 | 已中标尚未签约 订单金额 | | --- | --- | --- | --- | | 装饰施工 | 22.21 | 102.57 | 13.87 | | 其中：公共建筑装饰 | 19.40 | 84.23 | 8.23 | | 住宅装修 | 2.81 | 18.34 | 5.64 | | 装饰设计 | 0.32 | 3.80 | 0.01 | | 装饰制品销售 | 0.36 | 1.42 | 0.02 | | 合计 | 22.89 | 107.79 | 13.90 | 公司 2025 年第三季度新签订单不存在 ...

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。 浙江亚厦装饰股份有限公司（以下简称"公司"）第七届董事会第二次会议通知 于 2025 年 10 月 23 日以书面、电话、传真、电子邮件等方式通知各位董事。会议于 2025 年 10 月 30 日以通讯表决的方式召开，应参加董事 5 名，实际参加会议董事 5 名，符合《公司法》和《公司章程》的规定。会议经通讯表决形成如下决议： 1、会议以 5 票赞成，0 票反对，0 票弃权，审议通过了《2025 年第三季度报告》 审计委员会 2025 年第四次会议审议并通过了此议案，并同意提交董事会审议。 证券代码：002375 证券简称：亚厦股份 公告编号：2025-057 浙江亚厦装饰股份有限公司 第七届董事会第二次会议决议公告 特此公告。 浙江亚厦装饰股份有限公司 董事会 二〇二五年十月三十日 1 公司董事会审议公司编制的 2025 年第三季度报告后认为：报告期内，公司严格 按照各项法律、法规、规章及其他相关规范性文件的要求规范运作，公司 2025 年第 三季度报告严格按照中国证监会和深圳证券交易所的相关文件规定编制，真实 ...