东吴证券在研报中表示，地产链出清已近尾声，供给格局大幅改善，越是零散的赛道出清越明显，不少 零售型公司加速了渠道下沉铺设。并且估值已过分悲观，即使下调业绩，但股价已经不再下跌。随着好 房子和城市更新政策在供需两端作用，格局的改善将更加明显， 梦百合午盘以10.10元/股收盘，涨幅为4.88%，涨幅位列装修建材股第二。濮耐股份午盘以5.92元/股收 盘，涨幅为3.86%，涨幅位列装修建材股第三。除此之外，东鹏控股午盘以7.34元/股收盘，跌幅为 3.29%，领跌装修建材股。德尔未来午盘以5.51元/股收盘，跌幅为1.96%，跌幅位列装修建材股第二。 凯伦股份午盘以12.61元/股收盘，跌幅为1.87%，跌幅位列装修建材股第三。 北京商报讯（记者 翟枫瑞）10月22日，装修建材板块午盘微涨，以15571.95点收盘，涨幅为0.43%。在 板块带动下，多只装修建材股午盘股价实现增长。瑞泰科技午盘以16.39元/股收盘，涨幅为5.13%，领 涨装修建材股。 ...

（文章来源：证券日报） 证券日报网讯德尔未来10月21日在互动平台回答投资者提问时表示，截至2025年10月20日，公司股东户 数为43200户。 ...

Core Viewpoint - The renovation and building materials sector closed at 15,505.12 points with an increase of 1.46%, leading to price growth in multiple stocks within the sector [1] Stock Performance - *ST Yazhen closed at 40.73 CNY per share, with a rise of 5.00%, leading the renovation and building materials stocks [1] - Kangxin New Materials closed at 2.88 CNY per share, with an increase of 4.35%, ranking second in the sector [1] - Yabo Co. closed at 1.78 CNY per share, with a rise of 4.09%, ranking third among renovation and building materials stocks [1] - Sanhe Tree closed at 46.54 CNY per share, with a decline of 1.27%, leading the losses in the sector [1] - Del Future closed at 5.62 CNY per share, with a decrease of 1.23%, ranking second in losses [1] - Rabbit Baby closed at 12.62 CNY per share, with a decline of 0.63%, ranking third in losses [1] Market Outlook - According to China Galaxy Securities, the home decoration market demand is expected to gradually improve due to better weather in September 2025 and the ongoing release of the old-for-new policy [1] - The demand for building materials is anticipated to be further boosted by urban renewal initiatives, which will drive the need for renovation and repair [1]

截至10月10日，德尔未来股东户数4.23万，较上期增加0.25%；人均流通股18746股，较上期减少 0.25%。2025年1月-6月，德尔未来实现营业收入5.23亿元，同比减少23.14%；归母净利润-5713.10万 元，同比减少138.43%。 分红方面，德尔未来A股上市后累计派现3.05亿元。近三年，累计派现3951.93万元。 机构持仓方面，截止2025年6月30日，德尔未来十大流通股东中，金元顺安元启灵活配置混合 （004685）位居第六大流通股东，持股250.00万股，相比上期增加66.13万股。 责任编辑：小浪快报 10月20日，德尔未来涨3.45%，成交额2.58亿元。两融数据显示，当日德尔未来获融资买入额2204.84万 元，融资偿还3425.12万元，融资净买入-1220.29万元。截至10月20日，德尔未来融资融券余额合计1.95 亿元。 融资方面，德尔未来当日融资买入2204.84万元。当前融资余额1.95亿元，占流通市值的4.30%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，德尔未来10月20日融券偿还100.00股，融券卖出3100.00股，按当日收盘价计算，卖 ...

Market Overview - On October 17, the home goods sector declined by 1.52%, with Yuma Technology leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Notable gainers included: - Mengbaihe (603313) with a closing price of 9.33, up 10.02% on a trading volume of 269,100 shares and a turnover of 246 million yuan [1] - Longzhu Technology (920445) closed at 11.97, up 9.02% with a trading volume of 84,800 shares and a turnover of 104 million yuan [1] - Significant losers included: - Yuma Technology (300993) closed at 18.24, down 6.46% with a trading volume of 178,300 shares and a turnover of 332 million yuan [2] - Qisheng Technology (603610) closed at 16.84, down 6.18% with a trading volume of 128,300 shares [2] Capital Flow - The home goods sector experienced a net outflow of 248 million yuan from institutional investors, while retail investors saw a net inflow of 255 million yuan [2] - The capital flow for key stocks showed: - Mengbaihe had a net inflow of 84.29 million yuan from institutional investors, but a net outflow of 43.88 million yuan from retail investors [3] - Delu Future (002631) had a net inflow of 29.35 million yuan from institutional investors, with a net outflow of 26.12 million yuan from retail investors [3]

证券之星消息，10月16日，德尔未来（002631）融资买入2535.43万元，融资偿还2420.19万元，融资净 买入115.24万元，融资余额2.11亿元，近3个交易日已连续净买入累计3223.78万元，近20个交易日中有 11个交易日出现融资净买入。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-10-16 | 115.24万 | 2.11亿 | 4.81% | | 2025-10-15 | 2064.80万 | 2.10亿 | 4.71% | | 2025-10-14 | 1043.74万 | 1.89亿 | 4.19% | | 2025-10-13 | 993.30万 | 1.79亿 | 4.04% | | 2025-10-10 | -1865.20万 | 1.69亿 | 3.67% | | 交易日 | 融券冷卖出(股) | | 融券余量(股) | 融券余额(元) | | --- | --- | --- | --- | --- | | 2025-10-16 | | -2600.0 | 5.56万 | 30 ...

Group 1 - The core viewpoint of the news is that Del Future's stock experienced a decline of 1.23% on October 15, with a trading volume of 337 million yuan, indicating a potential concern among investors [1] - On October 15, Del Future had a financing buy-in amount of 42.31 million yuan, with a net financing buy of 20.65 million yuan, suggesting increased investor interest despite the stock decline [1] - As of October 15, the total financing and securities lending balance for Del Future was 210 million yuan, which represents 4.69% of its market capitalization, indicating a high level of financing activity compared to the past year [1] Group 2 - Del Future Technology Holdings Co., Ltd. was established on December 2, 2004, and listed on November 11, 2011, with its main business involving the research, production, and sales of home products such as wooden flooring and custom furniture [2] - The revenue composition of Del Future includes 66.53% from flooring, 32.30% from custom furniture, and minor contributions from other segments, highlighting its focus on flooring products [2] - For the first half of 2025, Del Future reported a revenue of 523 million yuan, a year-on-year decrease of 23.14%, and a net profit attributable to shareholders of -57.13 million yuan, reflecting significant financial challenges [2] Group 3 - Since its A-share listing, Del Future has distributed a total of 305 million yuan in dividends, with 39.52 million yuan distributed in the last three years, indicating a commitment to returning value to shareholders [3] - As of June 30, 2025, the top ten circulating shareholders of Del Future included Jin Yuan Shun An Yuan Qi Flexible Allocation Mixed Fund, which increased its holdings by 661,300 shares, suggesting institutional interest in the company [3]

Market Overview - The home goods sector increased by 0.07% on October 14, with Hao Tai Tai leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Top Performers - Hao Tai Tai (603848) closed at 22.13, up 9.99% with a trading volume of 104,800 shares and a turnover of 227 million yuan [1] - Sea Owl (002084) closed at 4.52, up 9.98% with a trading volume of 573,900 shares and a turnover of 252 million yuan [1] - Yu Ma Technology (300993) closed at 19.35, up 5.39% with a trading volume of 264,400 shares and a turnover of 506 million yuan [1] Underperformers - Jiangshan Oupai (603208) closed at 15.26, down 5.63% with a trading volume of 177,200 shares and a turnover of 283 million yuan [2] - Filinger (603226) closed at 45.08, down 4.09% with a trading volume of 161,500 shares and a turnover of 758 million yuan [2] - Qi Sheng Technology (603610) closed at 18.52, down 3.94% with a trading volume of 228,500 shares and a turnover of 433 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 26.59 million yuan from institutional investors and 53.19 million yuan from speculative funds, while retail investors saw a net inflow of 79.79 million yuan [2] - The capital flow for individual stocks in the home goods sector is detailed in the following table [3] Individual Stock Capital Flow - Sea Owl (002084) had a net inflow of 93.29 million yuan from institutional investors, but a net outflow of 36.74 million yuan from speculative funds and 56.54 million yuan from retail investors [3] - Hao Tai Tai (603848) saw a net inflow of 36.04 million yuan from institutional investors, with net outflows from both speculative and retail investors [3] - Yu Ma Technology (300993) had a net inflow of 29.99 million yuan from institutional investors, but a net outflow from retail investors [3]

Core Viewpoint - Del Future has experienced significant stock performance, achieving three limit-up days within five trading days, resulting in a cumulative increase of 26.92% and a turnover rate of 38.91% [2] Trading Performance - As of October 13, the stock recorded a trading volume of 30.4641 million shares and a transaction amount of 179 million yuan, with a turnover rate of 3.84% [2] - The stock's performance over recent days shows fluctuations, including a drop of 3.80% on October 13, a rise of 10.08% on October 10, and a 9.94% increase on September 30 [2] Margin Trading Data - The latest margin trading balance as of October 13 is 17.9 million yuan, with a financing balance of 17.9 million yuan, reflecting an increase of 9.933 million yuan or 5.89% compared to the previous trading day [2] - Over the past five days, the margin trading balance has decreased by 14.1453 million yuan, representing a decline of 7.34% [2] Shareholder Information - As of October 10, the number of shareholders has increased to 42,332, up by 107 from the previous period, indicating a growth of 0.25% [2] Company Background - Del Future Technology Holdings Group Co., Ltd. was established on December 2, 2004, with a registered capital of 797.282881 million yuan [2]

Core Viewpoint - The home decoration and building materials sector experienced a slight decline, closing at 15,340.56 points with a drop of 0.09% [1] Group 1: Stock Performance - Songlin Technology led the decline in the home decoration and building materials stocks, closing at 29.27 CNY per share with a drop of 4.97% [1] - Del Future followed with a closing price of 5.57 CNY per share, down 3.80% [1] - Meike Home closed at 2.29 CNY per share, down 3.78% [1] - Qisheng Technology was the top gainer in the sector, closing at 19.28 CNY per share with an increase of 9.98% [1] - Filinger closed at 47.00 CNY per share, up 9.15% [1] - *ST Yazhen closed at 37.18 CNY per share, with a rise of 5.00% [1] Group 2: Market Insights - According to a report by Yiou Think Tank, the smart home market in China is expected to exceed 1 trillion CNY by 2025 [1] - Major players in the internet, home appliances, and traditional hardware sectors are increasingly investing in the smart home market, leading to enhanced product supply and technological development [1]