Market Overview - The home goods sector experienced a decline of 1.92% on November 21, with Hai Xiang New Materials leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Top Performers - Hao Laike (603898) saw a closing price of 15.37, with a significant increase of 10.02% and a trading volume of 274,900 shares, amounting to 406 million yuan [1] - Hua Ci Co., Ltd. (001216) closed at 22.44, also up by 10.00%, with a trading volume of 335,100 shares and a transaction value of 688 million yuan [1] - Mei Ming Zhu Gong (002084) closed at 4.40, increasing by 10.00%, with a trading volume of 517,000 shares and a transaction value of 225 million yuan [1] Underperformers - Hai Xiang New Materials (003011) closed at 21.80, down 6.96%, with a trading volume of 43,800 shares and a transaction value of 97.41 million yuan [2] - Zhong Yuan Home (603709) closed at 14.69, down 6.85%, with a trading volume of 38,600 shares and a transaction value of 58.23 million yuan [2] - Ya Yi Technology (301113) closed at 23.33, down 6.79%, with a trading volume of 33,200 shares and a transaction value of 79.01 million yuan [2] Capital Flow - The home goods sector saw a net outflow of 175 million yuan from institutional investors, while retail investors experienced a net inflow of 273 million yuan [2] - The detailed capital flow for selected stocks indicates varying levels of net inflow and outflow among different companies [3]

Core Insights - On November 20, several companies disclosed their share repurchase and reduction plans, indicating varying levels of confidence in their stock performance [1] Group 1: Share Repurchase Plans - Eddie Precision plans to repurchase A-shares worth between 100 million to 200 million yuan [2] - Aviation Materials plans to repurchase shares worth between 50 million to 100 million yuan [2] - Changshu Bank's executives plan to increase their holdings by no less than 550,000 shares [2] Group 2: Share Reduction Plans - New Hongze's major shareholder reduced their holdings during a period of abnormal stock fluctuations [2] - General Electric's Singapore company plans to reduce its holdings by no more than 3% in China Xidian [2] - Senior management of Lifespring Pharmaceutical plans to reduce their holdings by no more than 0.0044% [2] - Shareholder Zhoushan Ruihao of Wan Feng plans to reduce holdings by no more than 1.75% [2] - Shareholders of Dongxin plan to collectively reduce holdings by no more than 0.71% [2] - Haigang Group, a shareholder of Hainan Mining, plans to reduce holdings by no more than 0.75% [2] - Actual controller Zhang Guifeng of Fulongma reduced 3.7812 million shares from November 19 to November 20 [2] - Shareholder Dongguan Kechuang Investment Group of Shengyi Electronics plans to reduce holdings by no more than 1% [2] - Shareholder Qinyi Partnership of Yayi Technology plans to reduce holdings by no more than 0.25% [2] - Controlling shareholder Yuansi Industrial of New City plans to reduce holdings by no more than 3% [2] - Controlling shareholder of Kaishan plans to reduce holdings by no more than 1% [2] - The largest shareholder of Tuo Jing Technology, the National Fund, plans to reduce holdings by no more than 3% [2] - Controlling shareholder Li Zheng of Wajinjiao plans to reduce holdings by no more than 3% [2] - Shareholder Shanxi Huaxin Hai of Baose plans to reduce holdings by no more than 1% [2] - Shareholders of Huaya Intelligent plan to collectively reduce holdings by 399.21 million shares, accounting for 2.98% of total share capital [2] - Directors and executives of Changxin Bochuang plan to collectively reduce holdings by no more than 0.05% [2] - Shareholders of Longxun plan to collectively reduce holdings by no more than 2.63% [2] - Some directors and executives of Fulede plan to collectively reduce holdings by no more than 0.0104% [2]

Group 1 - The core point of the announcement is that Wu Yi Qin Yi Investment Partnership plans to reduce its holdings in Zhejiang Ya Yi Metal Technology Co., Ltd. by up to 223,925 shares, which represents 0.25% of the company's total share capital [2] - Wu Yi Qin Yi Investment Partnership currently holds 895,700 shares, accounting for 0.98% of the total share capital of the company [2] - The reduction will take place within three months after the announcement, starting fifteen trading days from the date of the announcement [2]

格隆汇11月20日丨雅艺科技(301113.SZ)公布，股东武义勤艺投资合伙企业（有限合伙）（简称"勤艺合 伙"）计划在本公告披露之日起十五个交易日后的三个月内以集中竞价交易或大宗交易方式减持本公司 股份不超过223,925股（占本公司总股本0.25%）。 ...

每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 每经AI快讯，雅艺科技（SZ 301113，收盘价：25.03元）11月20日晚间发布公告称，持有浙江雅艺金属 科技股份有限公司股份约90万股（占公司总股本比例为0.98%）的股东武义勤艺投资合伙企业（有限合 伙）计划在本公告披露之日起十五个交易日后的三个月内以集中竞价交易或大宗交易方式减持公司股份 不超过约22万股（占公司总股本0.25%）。 截至发稿，雅艺科技市值为23亿元。 2025年1至6月份，雅艺科技的营业收入构成为：家具制造业占比100.0%。 （记者 王晓波） ...

Core Points - Wu Yi Qin Yi Investment Partnership (Limited Partnership), a shareholder holding 895,700 shares (0.98%), plans to reduce its holdings by up to 223,900 shares (0.25%) within three months from December 12, 2025, to March 11, 2026 [1] - The shareholder intends to execute the reduction through centralized bidding or block trading, with a limit of reducing no more than 1% of the total shares through centralized bidding and no more than 2% through block trading within 90 natural days [1]

证券代码：301113 证券简称：雅艺科技 公告编号：2025-044 公司于 2025 年 11 月 20 日收到持有公司总股本 0.98%股份的股 东勤艺合伙出具的《股东股份减持计划的告知函》，现将有关情况公 告如下： 一、股东的基本情况 （一）股东名称：武义勤艺投资合伙企业（有限合伙） 浙江雅艺金属科技股份有限公司 关于股东武义勤艺投资合伙企业（有限合伙） 减持股份预披露的公告 武义勤艺投资合伙企业（有限合伙）保证信息披露内容的真实、 准确和完整，没有虚假记载、误导性陈述或重大遗漏。 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： 持有浙江雅艺金属科技股份有限公司（以下简称"公司"）股份 895,700 股（占公司总股本比例 0.98%）的股东武义勤艺投资合伙企 业（有限合伙）（以下简称"勤艺合伙"）计划在本公告披露之日起 十五个交易日后的三个月内以集中竞价交易或大宗交易方式减持本 公司股份不超过 223,925 股（占本公司总股本 0.25%）。 若本公告披露之后公司发生送股、资本公积金转增股本等股份变 动事项，上述减持股份数量按照减持比例不变的原则进行相应调整。 （ ...

Core Viewpoint - The company, Zhejiang Yayi Metal Technology Co., Ltd., is focusing on outdoor leisure furniture, particularly fire pits and gas stoves, and is expanding its online sales channels through platforms like Amazon and TikTok, benefiting from the depreciation of the RMB and the growth of the camping economy [2][4]. Company Overview - Zhejiang Yayi Metal Technology Co., Ltd. was established on June 9, 2005, and went public on December 22, 2021. The company specializes in the research, design, production, and sales of outdoor leisure furniture, with a revenue composition of 55.86% from fire pits and stoves, 33.74% from other products, and 10.40% from gas stoves [8]. Financial Performance - In the first nine months of 2025, the company achieved a revenue of 239 million yuan, representing a year-on-year growth of 22.23%. However, the net profit attributable to the parent company was 1.78 million yuan, a significant decrease of 68.19% year-on-year [9]. - The 2024 annual report projects a revenue of 296 million yuan for 2023, reflecting a substantial year-on-year increase of 87.22%, driven by the strong performance of online sales channels [2]. Investment Activities - On July 26, 2023, the company announced plans to invest 10.2 million yuan in a partnership with several investment firms to establish a venture capital partnership, holding a 39.98% stake [3]. Market Position and Strategy - The company has established itself as one of the main providers of fire pits and gas stoves in China, with a comprehensive system for research, design, production, sales, and service [2]. - The overseas revenue accounted for 98.94% of total revenue, benefiting from the depreciation of the RMB [4]. Shareholder Information - As of September 30, 2025, the number of shareholders was 6,381, a decrease of 0.62% from the previous period, with an average of 8,629 circulating shares per person, an increase of 0.53% [9]. - The company has distributed a total of 142 million yuan in dividends since its A-share listing, with 51.1 million yuan distributed over the past three years [10].

来源：新浪证券-红岸工作室 1、公司坚持自主研发的发展战略，始终专注于火盆、气炉等户外休闲家具的研发、生产和销售。经过 多年发展逐步成为拥有完整的研发设计、生产、销售和服务体系的公司；公司家居产品系列丰富，品种 齐全，包括火盆、火盆桌、气炉、气炉桌等各个系列，已经成为国内主要的火盆、气炉类产品的提供商 之一。 2、2024年年报：2023年公司通过亚马逊平台建立线上销售渠道并推广自有品牌，2024年进一步深化跨 境电商布局。2024年公司营业收入达2.96亿元，同比大幅增长87.22%，显示线上渠道对业绩的强劲拉 动。与此同时，公司积极拓展 TikTok 、wayfair等新兴社交电商平台，利用其精准营销优势触达年轻消 费群体，并借助浙江省跨境电商综合试验区的政策支持，优化海外仓布局与物流效率 。公司以自有品 牌为核心，依托亚马逊扩大市场渗透，提升品牌认知度。 3、公司2023年7月26日公告：浙江雅艺金属科技股份有限公司拟与御道创业投资管理（永康）有限公 司、浙江朗迪集团股份有限公司、上海智鼎博能投资合伙企业（有限合伙）共同投资设立金华御道数维 创业投资合伙企业（有限合伙）。其中，公司作为有限合伙人以自有资 ...

Market Overview - The home goods sector increased by 0.58% on November 13, with Tai Peng Intelligent leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Top Performers - Tai Peng Intelligent (code: 920132) closed at 25.01, up 11.80% with a trading volume of 67,900 shares and a turnover of 162 million yuan [1] - Hai Xiang New Materials (code: 003011) closed at 24.45, up 6.30% with a trading volume of 65,700 shares and a turnover of 157 million yuan [1] - Jia Lian Technology (code: 301193) closed at 20.00, up 6.21% with a trading volume of 74,800 shares and a turnover of 152 million yuan [1] Underperformers - Sen Ying Window Industry (code: 301227) closed at 42.00, down 2.30% with a trading volume of 19,800 shares and a turnover of 83.33 million yuan [2] - Xi Da Men (code: 605155) closed at 16.81, down 1.98% with a trading volume of 61,300 shares and a turnover of 105 million yuan [2] - Ya Yi Technology (code: 301113) closed at 25.88, down 1.90% with a trading volume of 25,200 shares and a turnover of 65.43 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 190 million yuan from institutional investors, while retail investors saw a net inflow of approximately 87.88 million yuan [2] - The net inflow from speculative funds was 102 million yuan [2] Individual Stock Capital Flow - Jia Lian Technology had a net inflow of 20.92 million yuan from institutional investors, but a net outflow of 28.43 million yuan from retail investors [3] - Hai Xiang New Materials saw a net inflow of 4.52 million yuan from speculative funds, but a net outflow of 11.01 million yuan from retail investors [3] - Tai Li Technology had a net inflow of 4.65 million yuan from institutional investors, with a net outflow of 534,590 yuan from retail investors [3]