（文章来源：每日经济新闻） 每经AI快讯，乐歌股份（300729.SZ）10月27日在投资者互动平台表示，姜艺女士未减持股份，2025年 三季报中已披露其持股情况，因新一届董事会改选，姜艺女士限售股数量发生变动，但持股数量不变。 ...

乐歌股份今年以来股价跌5.71%，近5个交易日涨1.24%，近20日跌9.32%，近60日跌0.74%。 资料显示，乐歌人体工学科技股份有限公司位于浙江省宁波市鄞州区首南街道学士路436号，成立日期 2002年3月26日，上市日期2017年12月1日，公司主营业务涉及聚焦线性驱动、智慧办公和健康办公,专 注于人体工学产品及线性驱动部件的研发、生产及销售。主营业务收入构成为：仓储物流服务 49.89%，人体工学系列产品43.99%，其中:线性驱动32.34%，其他5.70%，其他(补充)0.42%。 乐歌股份所属申万行业为：轻工制造-家居用品-其他家居用品。所属概念板块包括：跨境电商、快递概 念、智慧物流、新型工业化、小米概念等。 10月27日，乐歌股份盘中上涨2.01%，截至11:25，报14.69元/股，成交5877.32万元，换手率1.27%，总 市值50.18亿元。 资金流向方面，主力资金净流出388.12万元，特大单买入0.00元，占比0.00%，卖出566.58万元，占比 9.64%；大单买入1385.52万元，占比23.57%，卖出1207.07万元，占比20.54%。 截至9月30日，乐歌股份股 ...

Group 1: Research Basic Information - The research object is Leguo Co., Ltd., belonging to the household light industry, and the reception time was on October 24, 2025. The listed company's reception staff included the board secretary Yu Haoying and the securities affairs representative Qu Qilong [16] Group 2: Detailed Research Institutions - The research institutions included fund management companies (Huaxia, Guangdong Zhengyuan Private Equity, Huisheng, etc.), asset management companies (Qingrong, Yangtze River Securities (Shanghai)), investment companies (Guangdong Yuancheng Private Securities Investment, Shenzhen Hunt Investment Capital), securities companies (Guoxin Securities, Tianfeng Securities, Shanghai Securities, etc.), insurance asset management companies (China Life, Pacific), and others (Development Research Center, Guangdong Hengjian) [17][18][19] Group 3: Main Content Overseas Warehouse - In Q3, the gross profit margin of the company's overseas warehouse business was basically flat quarter - on - quarter. The current average utilization rate of overseas warehouses exceeded 70%, and the profitability of new non - US warehouses in Germany, the UK, and Canada had been continuously improving. The company will continue to invest in automation and informatization to improve storage operation efficiency and cost control capabilities [24] - As of the end of September 2025, the company had 19 self - operated overseas warehouses globally, with a total area of 650,000 square meters. The revenue of the overseas warehouse segment maintained a high growth rate. In the first three quarters, it had served 1,932 overseas enterprises, and the parcel volume increased by over 100% year - on - year. In the future, with the commissioning of self - built warehouses, the scale effect will gradually appear, and the profit margin is expected to further increase [26] US Terminal Demand under Sino - US Tariff Disturbance - The uncertainty in the Sino - US trade environment remains high. For optional consumer goods and products in offline supermarket channels, tariff adjustments and cost increases have led to price hikes, affecting the sales volume of OEM customers and putting periodic pressure on the company's OEM business. However, cross - border e - commerce has maintained steady growth, with the core category of intelligent lifting desks stable and rising, and the revenue of electric sofas and ergonomic chairs increasing significantly. It is expected that with the Fed entering the interest - rate cut cycle, consumer confidence will be boosted [25] OEM Business Development Trend - Affected by tariff policy adjustments, the offline supermarket OEM business is facing certain pressure on price transmission and sales volume. The company expects this business to gradually recover after the industry demand stabilizes. Meanwhile, the company is actively expanding emerging markets in Asia, Africa, and Latin America through brand agency and cooperation models to disperse trade risks and cultivate new performance growth points [25][26] Cross - border E - commerce Business - During the reporting period, the company's cross - border e - commerce business maintained steady growth. The sales revenue of independent websites accounted for over 40% of the total cross - border e - commerce revenue, with a year - on - year increase of about 12%. Independent websites have significant advantages in new product promotion, scenario - based marketing, and brand building. The Amazon channel has intense industry competition and obvious price involution. The company will continue to strengthen brand differentiation positioning and product innovation capabilities [27]

成阶段性压力。但从整体看，跨境电商仍保持稳健增长，其中智能升 降桌核心品类稳中有升，电动沙发、人体工学椅收入增长显著。预计 随着美联储进入降息周期，居民消费信心将得到一定提振，美国消费 者较为普遍的信贷消费习惯亦将对需求形成支撑，叠加四季度消费旺 季，看好未来终端消费需求。 3. 请介绍贴牌代工业务后续发展的趋势。 受关税政策调整影响，线下商超代工业务面临一定价格传导与销 量压力。公司预计该业务在行业需求回稳后有望逐步恢复。与此同时， 公司正积极拓展亚非拉等新兴市场，通过品牌代理及合作模式推动产 品出海，分散贸易风险，培育新的业绩增长点 4. 请介绍海外仓规模及后续拓展规划。 截至 2025 年 9 月末，公司已在全球范围内布局 19 个自营海外仓， 合计 65 万平米，整体规模保持稳定。从业务表现来看，海外仓板块营 收继续保持较高增速，前三季度，已累计服务出海企业 1,932 家，发 件量同比增长 100%以上。未来，随着公司自建仓库陆续投用，规模化 效应将逐步显现，利润率有望进一步提升。公司将根据市场需求和区 域布局情况，稳步推进扩建计划，巩固在海外仓领域的竞争优势。 证券代码：300729 证券简称：乐 ...

来源：环球网 【环球网综合报道】10月23日，乐歌股份发布2025年三季度报告。 公告显示，乐歌股份第三季度实现营业收入17.02亿元，同比增长9.93%；归属于上市公司股东的净利润 3997.28万元，同比下降62.01%。 2025年前三季度，乐歌股份实现营业收入48.46亿元，同比增长21.92%；归母净利润为1.69亿元，同比 下降36.33%；扣非归母净利润为1.12亿元，同比下降19.90% 歌股份 图源：乐 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入(元) | 1.701,636,240.08 | 9.93% | 4.846,208,619.06 | 21.92% | | 归属于上市公司股东 | 39, 972, 759. 71 | -62. 01% | 168.977.969.06 | -36.33% | | 的净利润(元) | | | | | | 归属于上市公司股东 的扣除非经常性损益 | 33,267,062,64 | 1.9 ...

Core Insights - The company reported a revenue of 1,701,636,240.08 yuan for the third quarter of 2025, representing a year-on-year growth of 9.93% [2] - The net profit attributable to shareholders of the listed company was 39,972,759.71 yuan, showing a significant decline of 62.01% compared to the same period last year [2] Financial Performance - Revenue for Q3 2025: 1,701,636,240.08 yuan, up 9.93% year-on-year [2] - Net profit for Q3 2025: 39,972,759.71 yuan, down 62.01% year-on-year [2]

Group 1 - High-speed Electric achieved a revenue of 810 million yuan, a year-on-year increase of 30.33%, and a net profit of 36.33 million yuan, up 54.32% year-on-year for the first three quarters [1] - Huaguang Bio reported a revenue of 868 million yuan, a year-on-year increase of 17.98%, and a net profit of 16.33 million yuan, up 146.55% year-on-year for the first three quarters [2] - North Navigation turned a profit with a net profit of 125 million yuan for the first three quarters, compared to a loss in the previous year, with a revenue of 2.468 billion yuan, up 210.01% year-on-year [3] Group 2 - Wukuang New Energy reported a revenue of 5.054 billion yuan, a year-on-year increase of 33.96%, but a net loss of 20.1 million yuan for the first three quarters [4] - Century Rui Er achieved a revenue of 5.110 billion yuan, a year-on-year increase of 5.21%, and a net profit of 41.64 million yuan, up 27.23% year-on-year for the first three quarters [5] - Jiejie Micro reported a revenue of 2.502 billion yuan, a year-on-year increase of 24.70%, and a net profit of 34.7 million yuan, up 4.30% year-on-year for the first three quarters [6] Group 3 - Zhejiang Huaye achieved a revenue of 739 million yuan, a year-on-year increase of 11.08%, and a net profit of 181 million yuan, up 143.68% year-on-year for the first three quarters [7] - Lege Co. reported a revenue of 4.846 billion yuan, a year-on-year increase of 21.92%, but a net profit of 16.9 million yuan, down 36.33% year-on-year for the first three quarters [8] - Huichuan Technology achieved a revenue of 31.663 billion yuan, a year-on-year increase of 24.67%, and a net profit of 4.254 billion yuan, up 26.84% year-on-year for the first three quarters [9] Group 4 - Jieya Co. reported a revenue of 565 million yuan, a year-on-year increase of 38.44%, and a net profit of 67.9 million yuan, up 95.78% year-on-year for the first three quarters [10] - Hengtian Hailong reported a revenue of 829 million yuan, a year-on-year increase of 0.89%, but a net profit of 274,780 yuan, down 93% year-on-year for the first three quarters [11] - Baolidi achieved a revenue of 1.058 billion yuan, a year-on-year increase of 4.57%, and a net profit of 106 million yuan, up 31.25% year-on-year for the first three quarters [12] Group 5 - Feitian Chengxin reported a revenue of 520 million yuan, a year-on-year increase of 3.10%, and a net profit of 10.38 million yuan, up 146.05% year-on-year for the first three quarters [13] - Xiangqiang Co. reported a revenue of 1.237 billion yuan, a year-on-year increase of 9.19%, but a net profit of 171 million yuan, down 5.90% year-on-year for the first three quarters [14] - Guangzheng Eye Care reported a revenue of 663 million yuan, a year-on-year decrease of 5.05%, but a net profit of 17,340 yuan, turning from loss to profit for the first three quarters [15] Group 6 - Sand Technology achieved a revenue of 430 million yuan, a year-on-year increase of 26.94%, and a net profit of 115 million yuan, up 47.52% year-on-year for the first three quarters [16] - Tianhao Energy reported a revenue of 1.941 billion yuan, a year-on-year decrease of 36.05%, and a net profit of 95.74 million yuan, down 27.25% year-on-year for the first three quarters [17] - Yiyuan Communication achieved a revenue of 17.877 billion yuan, a year-on-year increase of 34.96%, and a net profit of 733 million yuan, up 105.65% year-on-year for the first three quarters [18] Group 7 - Zhenhai Co. reported a revenue of 295 million yuan, a year-on-year decrease of 9.96%, and a net profit of 51.69 million yuan, down 8% year-on-year for the first three quarters [19] - Xinda Securities received approval to issue up to 10 billion yuan in corporate bonds for technology innovation [20] - Jingong Steel Structure signed a contract worth 1.23 billion yuan for an overseas project [21] Group 8 - Chuanfa Longmang plans to invest 366 million yuan in a lithium dihydrogen phosphate project [22] - Ningbo Energy plans to invest 58.5 million yuan to establish a joint venture [23] - China Unicom plans to spin off its subsidiary for listing on the Growth Enterprise Market [24] Group 9 - China Unicom reported a revenue of 292.985 billion yuan, a year-on-year increase of 1%, and a net profit of 8.772 billion yuan, up 5.2% year-on-year for the first three quarters [25] - Haigang Co. announced a plan to reduce its shareholding by 0.9965% [26] - Jintongling's subsidiary is facing bankruptcy liquidation [27] Group 10 - Lanshi Heavy Industry plans to transfer 51.02% of its environmental company shares for 14.39 million yuan [28] - Lanshi Heavy Industry's shareholder plans to reduce its stake by 1% [29] - Dongtian Micro reported a revenue of 637 million yuan, a year-on-year increase of 53.91%, and a net profit of 80.03 million yuan, up 99.20% year-on-year for the first three quarters [30] Group 11 - Siling Co. reported a revenue of 581 million yuan, a year-on-year increase of 4.38%, and a net profit of 14 million yuan, up 2.17% year-on-year for the first three quarters [31] - Hanrui Cobalt achieved a revenue of 4.871 billion yuan, a year-on-year increase of 16.49%, and a net profit of 238 million yuan, up 42.57% year-on-year for the first three quarters [32] - Ganfeng Lithium's vice president plans to reduce his stake by 40,000 shares [33] Group 12 - Kaile Co. plans to acquire at least 50% of Kesheng Machinery [34] - Huace Navigation achieved a revenue of 2.618 billion yuan, a year-on-year increase of 15.47%, and a net profit of 493 million yuan, up 26.41% year-on-year for the first three quarters [35] - Jingbeifang reported a revenue of 3.613 billion yuan, a year-on-year increase of 5.14%, and a net profit of 243 million yuan, up 7.94% year-on-year for the first three quarters [36] Group 13 - Weiergao achieved a revenue of 1.122 billion yuan, a year-on-year increase of 51.93%, and a net profit of 69.79 million yuan, up 48.11% year-on-year for the first three quarters [37] - Hanyi Co. reported a revenue of 139 million yuan, a year-on-year increase of 1.10%, and a net profit of 904,470 yuan, up 78.52% year-on-year for the first three quarters [38] - Boya Precision achieved a revenue of 387 million yuan, a year-on-year increase of 47.27%, and a net profit of 66.11 million yuan, up 82.87% year-on-year for the first three quarters [39] Group 14 - Qianfang Technology achieved a revenue of 5.256 billion yuan, a year-on-year decrease of 2.82%, and a net profit of 189 million yuan, up 1098.97% year-on-year for the first three quarters [40] - Binhua Co. submitted an application for H-share listing [41] - Chengde Lulu reported a revenue of 1.956 billion yuan, a year-on-year decrease of 9.42%, and a net profit of 384 million yuan, down 8.47% year-on-year for the first three quarters [42] Group 15 - Beifang Changlong reported a revenue of 122 million yuan, a year-on-year increase of 159.21%, but a net profit of 11.29 million yuan, turning from profit to loss for the first three quarters [43]

乐歌股份(300729.SZ)发布2025年三季度报告，该公司前三季度营业收入为48.46亿元，同比增长 21.92%。归属于上市公司股东的净利润为1.69亿元，同比减少36.33%。归属于上市公司股东的扣除非经 常性损益的净利润为1.12亿元，同比减少19.90%。基本每股收益为0.4949元。 ...

Group 1 - The core viewpoint of the article is that Lege Co., Ltd. (300729) reported its third-quarter financial results for 2025, showing a revenue increase but a significant decline in net profit [1] Group 2 - In the third quarter of 2025, the company achieved an operating income of 1.702 billion yuan, representing a year-on-year growth of 9.93% [1] - The net profit for the same period was 39.9728 million yuan, which reflects a year-on-year decrease of 62.01% [1]

每经AI快讯，乐歌股份（SZ 300729，收盘价：14.6元）10月23日晚间发布三季度业绩公告称，2025年 前三季度营收约48.46亿元，同比增加21.92%；归属于上市公司股东的净利润约1.69亿元，同比减少 36.33%；基本每股收益0.4949元，同比减少41.8%。 截至发稿，乐歌股份市值为50亿元。 每经头条（nbdtoutiao）——四次登上央视，知名大佬"消失"5年，我们在水果仓库找到了他！从月薪 5000到千亿市值公司联席总裁，他45岁再创业 （记者 曾健辉） ...