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Summary of Key Points Core Viewpoint - Multiple shareholders across various companies are planning to reduce their stakes, with several aiming to decrease their holdings by up to 3% or slightly less, indicating potential shifts in investor sentiment and market dynamics [1]. Company-Specific Reductions - Mingdiao Co., Ltd.: Shareholder Jiang Xin intends to reduce holdings by no more than 3% [1]. - COFCO Technology: Shareholder Shengliang Investment and its concerted parties plan to reduce holdings by no more than 3% [1]. - Changhua Chemical: Shareholder Xiamen Chuangfeng and its concerted parties aim to reduce holdings by no more than 3% [1]. - Chengtian Weiye: The actual controller and its concerted parties plan to reduce holdings by no more than 2.96% [1]. - Jieshun Technology: Shareholder Smart Transportation intends to reduce holdings by no more than 3% [1]. - Jucheng Co., Ltd.: Shareholder Wuhan Luojia plans to reduce holdings by no more than 2.61% [1]. - Lankai Technology: Multiple shareholders intend to collectively reduce holdings by no more than 2% [1]. - Qingxin Environment: Shareholder Zhongtai Asset Management plans to reduce holdings by no more than 14.15 million shares [1]. - Hongbo New Materials: Controlling shareholder Hongbo Chemical intends to reduce holdings by no more than 3% [1]. - Huali Co., Ltd.: Shareholder Xie Shaozhuang plans to reduce holdings by no more than 8.06 million shares [1]. Other Notable Events - Baiyin Nonferrous Metals: The company is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [1]. - Jiuhua Tourism: The company has terminated its plan to issue A-shares to specific investors for the year 2025 [1].

Group 1 - The major shareholder, Ms. Jiang Xin, plans to reduce her holdings by 3% of the company's total share capital (394.17 million shares) through centralized bidding or block trading from October 10, 2025, to January 9, 2026 [1] - Director Mr. Ye Shaodong intends to sell 25,000 shares, representing 0.02% of the company's total share capital, during the same period [1]

Core Viewpoint - The major shareholders of Mingdiao Co., Ltd. (002830.SZ) plan to reduce their holdings in the company through centralized bidding and block trading methods within a specified timeframe [1] Shareholder Reduction Plans - Shareholder Jiang Xin intends to reduce her holdings by 3.94 million shares, which represents 3% of the company's total share capital after excluding repurchased shares, during the period from October 10, 2025, to January 9, 2026 [1] - Director Ye Shaodong plans to reduce his holdings by 25,000 shares, accounting for 0.02% of the company's total share capital after excluding repurchased shares, within the same timeframe [1]

Group 1 - The core point of the news is that major shareholders of Mingdiao Co., Ltd. plan to reduce their holdings in the company within a specified timeframe, which may impact the stock price and investor sentiment [1] - Shareholder Jiang Xin intends to reduce approximately 3.94 million shares, representing 3% of the total share capital after excluding repurchased shares, between October 10, 2025, and January 9, 2026 [1] - Director Ye Shaodong plans to reduce about 25,000 shares, which accounts for 0.02% of the total share capital after excluding repurchased shares, during the same period [1] Group 2 - For the first half of 2025, the revenue composition of Mingdiao Co., Ltd. is as follows: residential decoration design and construction accounted for 51.33%, sales of building materials and wooden products accounted for 40.74%, comprehensive management service fees accounted for 5.18%, rental income from owned properties accounted for 2.52%, and public building decoration design and construction accounted for 0.23% [1] - As of the report date, the market capitalization of Mingdiao Co., Ltd. is 2.4 billion yuan [1]

Group 1 - The major shareholder, Ms. Jiang Xin, plans to reduce her holdings by 3,941,700 shares, which accounts for 3% of the company's total share capital after excluding repurchased shares, within three months from October 10, 2025, to January 9, 2026 [1] - Director Mr. Ye Shaodong intends to sell 25,000 shares, representing 0.02% of the company's total share capital after excluding repurchased shares, during the same three-month period [1]

Group 1 - The major shareholder Jiang Xin holds 8.1442 million shares, accounting for 6.20% of the company's total share capital after excluding repurchased shares [1] - Jiang Xin plans to reduce holdings by up to 3.9417 million shares, representing 3% of the company's total share capital after excluding repurchased shares, from October 10, 2025, to January 9, 2026 [1] - The reduction will include a maximum of 1.3139 million shares through centralized bidding and 2.6278 million shares through block trading [1] Group 2 - Director Ye Shaodong holds 100,000 shares, which is 0.08% of the company's total share capital after excluding repurchased shares [1] - Ye Shaodong intends to reduce holdings by up to 25,000 shares through centralized bidding during the same period, representing 0.02% of the company's total share capital after excluding repurchased shares [1]

关于公司持股 5%以上股东、董事减持股份预披露的 公告 持股 5%以上股东姜鑫女士、董事叶绍东先生保证向本公司提供 的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 证券代码：002830 证券简称：名雕股份 公告编号：2025-025 深圳市名雕装饰股份有限公司 本公司及董事会全体成员保证公告内容与信息披露义务人提供 的信息一致。 特别提示： 注：如遇派息、送股、资本公积转增股本、配股等除权除息事项，上述拟减 持股份数量将做相应调整，但减持股份占公司扣除回购专户股份后总股本的比例 不变。 1、持有深圳市名雕装饰股份有限公司（以下简称"公司"或"本公司"）股份 8,144,188 股（占公司扣除回购专户股份后总股本的 6.20 %）的持股 5%以上股东 姜鑫女士计划在本公告披露之日起 15 个交易日后的三个月内（2025 年 10 月 10 日至 2026 年 1 月 9 日）以集中竞价方式/大宗交易方式减持本公司股份 3,941,700 股（占公司扣除回购专户股份后总股本的 3%）。 2、持有本公司股份 100,000 股（占公司扣除回购专户股份后总股本的 0.08 %） 的董事叶绍东先生 ...

Core Viewpoint - The company Mingdiao Co., Ltd. (002830.SZ) is experiencing significant financial challenges despite a mild recovery in the home decoration industry, with notable declines in revenue and profit margins [1][2][14]. Financial Performance - For the first half of 2025, the company reported total revenue of 267 million yuan, a year-on-year decrease of 8.93%, and a net profit of 7.68 million yuan, down 11.95% [1]. - In 2024, the company had total revenue of 674 million yuan, a decline of 14.07%, while net profit increased by 4.08% to 40.68 million yuan, primarily due to cost-cutting and non-recurring gains [2]. - The company's gross margin fell to 30.7% in the first half of 2025, a decrease of nearly 1 percentage point, while net margin dropped from 3.77% to 3.58%, indicating weakened pricing power and ineffective cost control [3]. Operational Challenges - Accounts receivable surged by 349.26% to 3.38 million yuan, raising concerns about longer collection cycles and increased credit risk [6]. - Inventory levels reached 18.72 million yuan, an 82% increase, with inventory turnover days rising from 11 to 19 days, indicating potential issues with product sales and liquidity [7]. Market Dependency - Over 90% of the company's revenue is concentrated in the Pearl River Delta region, with more than 50% coming from Shenzhen alone, making it vulnerable to regional economic fluctuations [8][10]. - The company has attempted to expand into other cities like Changsha, but these efforts have yielded minimal results, contributing to ongoing regional risk exposure [10]. R&D and Innovation - The company has significantly reduced its R&D investment, with expenses dropping from 7.53 million yuan in 2023 to 4.59 million yuan in 2024, a decline of 39.13%, and further down to 1.53 million yuan in the first half of 2025 [11][13]. - The reduction in R&D personnel from 57 to 18 represents a 68.42% decrease, which could hinder the company's ability to innovate and meet evolving consumer demands [11][13]. Industry Context - Despite a general recovery in the home decoration industry, with a 0.92% increase in sales for large-scale home furnishing markets, Mingdiao's performance indicates internal issues rather than external market conditions [14]. - Analysts suggest that the company needs to diversify its market presence, reinvest in R&D, and improve credit policies to alleviate liquidity pressures and enhance competitiveness [14].

Market Overview - On September 4, the decoration and renovation sector rose by 0.39% compared to the previous trading day, with Haoer Sai leading the gains [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Key stocks in the decoration and renovation sector showed varied performance, with Haoer Sai (002963) closing at 12.93, up 3.19% with a trading volume of 113,500 shares and a turnover of 147 million yuan [1] - Other notable performers included Weiye Co. (300621) with a closing price of 9.02, up 2.85%, and Hainan Development (002163) at 9.25, up 2.32% [1] Capital Flow - The decoration and renovation sector experienced a net outflow of 2.1656 million yuan from institutional investors, while retail investors saw a net inflow of 10.5 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Zhongtian Jingzhuang (002989) had a significant net outflow of 44.7235 million yuan from institutional investors, indicating a bearish sentiment [3] - Hainan Development (002163) saw a net inflow of 847.92 thousand yuan from institutional investors, suggesting some positive interest [3] - The capital flow data highlights the divergence in investor sentiment across different stocks within the sector [3]