证券日报网讯欧圣电气10月15日在互动平台回答投资者提问时表示，公司的马来西亚工厂已于2025年5 月下旬开始规模化生产，设计产能约20亿元人民币，且是自动化水平较高的智能工厂，足以覆盖美国市 场的订单。目前公司通过在苏州工厂、马来西亚工厂以及美国仓储中心等全球化的产能布局和仓储调 节，能够有效满足当前订单增长的需求，并具备一定的产能弹性以应对未来订单的进一步增长。 （文章来源：证券日报） ...

Core Viewpoint - The company has experienced disruptions in its shipment schedule to the U.S. due to significant changes in U.S. tariff policies, but has successfully transitioned production to its Malaysian factory, mitigating the impact of these tariffs on its business [2]. Group 1: Impact of U.S. Tariff Policies - In Q2 of this year, the company's shipments to the U.S. were affected by the substantial changes in U.S. tariff policies [2]. - The company has reported that the impact of U.S. tariff policies on its business is gradually diminishing as production has shifted to the Malaysian factory [2]. Group 2: Operational Adjustments - The Malaysian factory is in its initial production phase, which has also contributed to a certain degree of impact on the company's revenue [2]. - The company is making progress in expanding its non-U.S. market presence, which is helping to reduce reliance on the U.S. market and major clients, thereby further lessening the impact of U.S. tariff changes [2].

欧圣电气（301187.SZ）10月15日在投资者互动平台表示，公司马来西亚工厂于今年5月底以来开始量 产，产能利用率逐月提升，目前正处于快速爬坡阶段。随着马来西亚工厂产能的持续释放，以及第四季 度销售旺季的到来，公司的收入增长将明显加快。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司马来西亚公司现在产能利用率达到多少？三 季度和四季度产值多少？ ...

Core Viewpoint - The company has experienced disruptions in its shipment schedule to the U.S. due to significant changes in U.S. tariff policies, but the impact is gradually diminishing as production shifts to its new factory in Malaysia [1] Group 1: Impact of U.S. Tariff Policies - In Q2, the company's shipments to the U.S. were affected by the changes in U.S. tariff policies [1] - The new factory in Malaysia is in the initial production phase, which has also impacted the company's revenue [1] - The company has successfully transitioned its U.S. business to production and shipping from the Malaysian factory, reducing the influence of U.S. tariffs on its operations [1] Group 2: Market Diversification - The company is making steady progress in expanding its non-U.S. market presence, which is helping to decrease reliance on the U.S. market and major clients [1] - This diversification strategy further mitigates the impact of changes in U.S. tariff policies on the company's overall business [1]

Core Insights - The company has confirmed that its Malaysian factory began large-scale production in late May 2025, with a designed capacity of approximately 2 billion RMB, which is sufficient to meet the orders from the U.S. market [1] - The company has established a global production and warehousing layout, including facilities in Suzhou, Malaysia, and a warehouse center in the U.S., allowing it to effectively meet the current increase in orders and providing flexibility for future demand growth [1] Production Capacity - The Malaysian factory's designed capacity is around 2 billion RMB, indicating a significant investment in automation and smart manufacturing [1] - The company is capable of covering U.S. market orders through its high-level automated production [1] Demand Management - The global production layout enables the company to respond effectively to the growing demand for its products [1] - The company has built-in capacity flexibility to accommodate further increases in orders in the future [1]

机构持仓方面，截止2025年6月30日，欧圣电气十大流通股东中，南方新优享灵活配置混合A （000527）位居第四大流通股东，持股66.13万股，相比上期增加11.19万股。长信内需均衡混合A （012493）位居第五大流通股东，持股59.13万股，为新进股东。嘉实主题新动力混合（070021）位居 第六大流通股东，持股59.08万股，相比上期减少14.81万股。嘉实成长增强混合（001759）位居第九大 流通股东，持股48.37万股，为新进股东。永赢睿信混合A（019431）、永赢稳健增强债券A （014088）、永赢宏泽一年定开混合（011093）、嘉实领先成长混合（070022）退出十大流通股东之 列。 责任编辑：小浪快报 10月13日，欧圣电气跌0.30%，成交额8243.67万元。两融数据显示，当日欧圣电气获融资买入额783.42 万元，融资偿还980.67万元，融资净买入-197.26万元。截至10月13日，欧圣电气融资融券余额合计1.27 亿元。 融资方面，欧圣电气当日融资买入783.42万元。当前融资余额1.27亿元，占流通市值的7.22%，融资余 额超过近一年90%分位水平，处于高位。 融券 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [7] Core Insights - The report highlights a significant increase in holiday travel and consumption, with an average of 3.04 billion people traveling daily from October 1 to 8, a year-on-year increase of 6.3% [3][11] - Domestic consumption is showing steady improvement, with average daily sales in related sectors increasing by 4.5% during the holiday period, driven by strong performance in digital products, jewelry, and cultural services [3][15] - The offline performance of the entertainment sector is robust, with a 39.5% year-on-year increase in audience numbers for live performances during the holiday [3][20] Summary by Sections Holiday Consumption Trends - The report notes a rise in domestic travel, with 8.88 billion domestic trips taken during the holiday, an increase of 1.23 billion trips compared to the previous year [11][12] - The average spending per person decreased by 13% despite the increase in total expenditure, which reached 809 billion yuan [11][12] Retail and E-commerce Performance - Key retail and catering enterprises saw a 2.7% year-on-year increase in sales during the holiday [19] - E-commerce platforms experienced a surge in sales of green organic foods (up 27.9%), smart home products (up 14.3%), and domestic fashion brands (up 14.1%) [19][20] Investment Recommendations - The report suggests focusing on several sectors for potential investment, including: 1. Major appliances benefiting from trade-in programs, recommending companies like Midea Group, Haier Smart Home, and Gree Electric [4][23] 2. The pet industry, which is expected to remain resilient, with recommendations for companies like Guai Bao Pet and Zhongchong Co [4][23] 3. Small appliances and branded apparel, which may see a rebound in demand, with recommendations for companies like Bear Electric and Anta Sports [4][23] 4. Electric two-wheelers, with a strong outlook for domestic sales improvement, recommending companies like Ninebot and Yadea [4][23] Global Market Opportunities - The report emphasizes the long-term theme of international expansion, recommending companies like Ecovacs and Roborock in the cleaning appliance sector, and Midea and Haier in the major appliance sector [5][24] - It also highlights the potential for motorcycle brands to increase their market share overseas, suggesting companies like Chunfeng Power and Longxin General [5][24] Market Data - The home appliance sector saw a slight decline of 0.4% this week, with specific segments showing varied performance: white goods up 0.8%, black goods down 0.3%, and kitchen appliances down 1.0% [25]

Core Viewpoint - The small home appliance sector experienced a slight decline of 0.11% on October 10, with Stone Technology leading the drop. The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1]. Small Home Appliance Sector Performance - The small home appliance sector saw mixed performance among individual stocks, with notable gainers including: - Biyi Co., Ltd. (603215) closed at 24.15, up 4.32% with a trading volume of 199,300 shares and a transaction value of 474 million yuan [1]. - Jizhi Technology (920926) closed at 19.52, up 3.44% with a trading volume of 32,100 shares and a transaction value of 63.17 million yuan [1]. - Beiyikang (6610Z6) closed at 35.54, up 2.19% with a trading volume of 13,200 shares and a transaction value of 46.74 million yuan [1]. - Conversely, Stone Technology (688169) led the decline, closing at 197.79, down 2.47% with a trading volume of 43,700 shares and a transaction value of 88.1 million yuan [3]. Capital Flow Analysis - The small home appliance sector experienced a net outflow of 146 million yuan from institutional investors, while retail investors saw a net inflow of 13.22 million yuan [3]. - Specific stock capital flows included: - Biyi Co., Ltd. had a net inflow of 20.41 million yuan from institutional investors, but a net outflow of 27.13 million yuan from retail investors [4]. - Dechang Co., Ltd. (605555) saw a net inflow of 7.70 million yuan from institutional investors, but a net outflow of 7.58 million yuan from retail investors [4]. - New Treasure Co., Ltd. (002705) had a net inflow of 2.34 million yuan from institutional investors, with a net outflow of 3.53 million yuan from retail investors [4].

资料显示，苏州欧圣电气股份有限公司位于江苏省苏州市吴江区汾湖高新技术开发区临沪大道北侧,来 秀路东侧，成立日期2009年9月25日，上市日期2022年4月22日，公司主营业务涉及空气动力设备和清洁 设备的研发、生产和销售。主营业务收入构成为：吸尘器50.02%，空压机37.02%，配件及其他8.70%， 工业风扇4.26%。 截至9月10日，欧圣电气股东户数1.28万，较上期减少9.49%；人均流通股5167股，较上期增加10.48%。 2025年1月-6月，欧圣电气实现营业收入8.78亿元，同比增长18.89%；归母净利润1.15亿元，同比增长 18.52%。 分红方面，欧圣电气A股上市后累计派现5.81亿元。近三年，累计派现4.89亿元。 10月9日，欧圣电气跌2.78%，成交额1.11亿元。两融数据显示，当日欧圣电气获融资买入额1204.16万 元，融资偿还821.57万元，融资净买入382.59万元。截至10月9日，欧圣电气融资融券余额合计1.30亿 元。 融资方面，欧圣电气当日融资买入1204.16万元。当前融资余额1.30亿元，占流通市值的7.37%，融资余 额超过近一年90%分位水平，处于高位。 ...

Core Viewpoint - The company announced its profit distribution plan for the year 2024, which includes cash dividends and capital reserve transfers to shareholders [2] Group 1: Profit Distribution Plan - The company will distribute a cash dividend of RMB 2.50 per 10 shares (including tax), totaling RMB 45,203,665.25, based on a total share capital of 182,607,661 shares, after deducting 1,793,000 shares held in the repurchase account [2] - Additionally, the company will increase its share capital by transferring 4 shares for every 10 shares held, resulting in a total increase of 72,325,864 shares, bringing the total share capital to 254,933,525 shares [2] Group 2: Corporate Governance Changes - The company held meetings to review and approve amendments to its articles of association and governance rules, which were completed with the registration of changes to its registered capital and the filing of the amended articles with the local market supervision authority [2]