证券日报网讯 12月17日，德尔玛在互动平台回答投资者提问时表示，公司高度重视市值管理，在股东 权益维护方面，公司已综合运用股份回购、股权激励、分红政策等工具组合，兼顾股东短期收益与长期 价值增长。未来，公司将一如既往聚焦主业创新，强化核心竞争力，以高质量发展的实绩回应市场期 待。 （文章来源：证券日报） ...

12月15日晚间，德尔玛发布公告称，公司已于近日完成了相关工商变更登记手续，并取得了由佛山市顺 德区市场监督管理局换发的《营业执照》。 （文章来源：证券日报） ...

证券代码：301332 证券简称：德尔玛 公告编号：2025-058 广东德尔玛科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 广东德尔玛科技股份有限公司（以下简称"公司"）分别于 2025 年 10 月 24 日、 2025 年 11 月 13 日召开第二届董事会第十四次会议、2025 年第二次临时股东大会，审 议通过了《关于修订〈公司章程〉暨变更公司住所的议案》。具体内容详见公司在巨 潮资讯网（www.cninfo.com.cn）披露的《关于修订〈公司章程〉暨变更公司住所及修 订、废止和制定部分治理制度的公告》（公告编号：2025-052）。 公司已于近日完成了相关工商变更登记手续，并取得了由佛山市顺德区市场监督 管理局换发的《营业执照》，变更后的《营业执照》具体信息如下： 一、营业执照具体登记信息 名称：广东德尔玛科技股份有限公司 统一社会信用代码：9144060657969491XK 类型：股份有限公司（港澳台投资、上市） 住所：广东省佛山市顺德区北滘镇莘村村创盛路 9 号 A 栋 A 区 法 ...

一、交易概述 广东德尔玛科技股份有限公司（以下简称"公司"）于2025年10月9日召开第二届 董事会第十三次会议，审议通过了《关于处置部分闲置资产的议案》，同意公司向佛 山市顺德区坚鹏实业有限公司（以下简称"坚鹏实业"）出售公司拥有的坐落在佛山 市顺德区北滘镇马龙村委会龙汇路4号的土地使用权、厂房建筑物及附属设施（以下简 称"标的资产"）。同日，公司与坚鹏实业签订《厂房买卖合同》，根据标的资产在 评估基准日的评估价值，经交易双方协商一致，确定标的资产转让价格为15,000.00万 元（含税）。具体内容详见公司于2025年10月9日披露的《关于处置部分闲置资产的公 告》（公告编号：2025-046）。 二、交易的进展情况 截至本公告披露日，公司已收到标的资产全部转让价款 15,000.00 万元，并于近 日与坚鹏实业办理完成了标的资产的税费缴纳及过户手续。公司将按合同约定完成厂 房的交付手续。 证券代码：301332 证券简称：德尔玛 公告编号：2025-057 广东德尔玛科技股份有限公司 关于处置部分闲置资产进展暨完成过户登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误 ...

德尔玛三季报显示，今年前三季度累计营收23.84亿元，同比微降0.63%；净利润8872.47万元，同比下 滑14.66%。单季实现营业收入6.99亿元，同比下滑10.26%；归属净利润仅2004.41万元，同比下降 44.34%。 与此同时，德尔玛三季度经营现金流净额较2024年同期大幅下降71.16%，主要因薪酬支出增加——其 前三季度支付给职工现金达4.06亿元及部分供应商账期缩短所致。公司的销售费用、研发费用和管理费 用同时在持续上升：第三季度，德尔玛销售费用率高达18.58%，同比上升0.37个百分点；2025年第三季 度管理费用率为10.09%，同比上升0.35个百分点。与此同时，其毛利率不升反降——相较二季度，德尔 玛三季度毛利率小幅下降0.87个百分点。 【深圳商报讯】(记者谢惠茜)近期，市场上关于德尔玛（301332）"一夜之间解散其苏州团队，涉及员 工近百人"的消息传得沸沸扬扬。对此，德尔玛最新回应称，有关苏州公司已解散并不属实。不过其此 前曾宣布对苏州地区部分业务进行重大调整，此次调整是基于当前市场环境变化及经营发展需求，旨在 优化资源配置，更好地支撑长期战略布局。 知情人士指出，此次苏 ...

与此同时，德尔玛三季度经营现金流净额较2024年同期大幅下降71.16%，主要因薪酬支出增加——其 前三季度支付给职工现金达4.06亿元及部分供应商账期缩短所致。公司的销售费用、研发费用和管理费 用同时在持续上升：第三季度，德尔玛销售费用率高达18.58%，同比上升0.37个百分点；2025年第三季 度管理费用率为10.09%，同比上升0.35个百分点。与此同时，其毛利率不升反降——相较二季度，德尔 玛三季度毛利率小幅下降0.87个百分点。 此外，截至9月末，公司资产负债率为35.73%，累计对外担保余额达18.94亿元，占净资产比例65.89%。 此前，公司董事长蔡铁强、副总经理蔡演强因涉嫌违反证券法律法规，未依法履行其他职责被广东证监 局出具警示函。蔡铁强与蔡演强为兄弟关系。 知情人士指出，此次苏州团队大调整与德尔玛清洁电器业务持续承压密切相关。据2025年第三季度数 据，德尔玛清洁电器线上零售额同比下滑11.9%，成为拖累整体业绩的主要因素。苏州团队裁撤后，相 关研发职能将逐步整合至佛山总部，以提升决策效率与资源协同。 德尔玛三季报显示，今年前三季度累计营收23.84亿元，同比微降0.63%；净利润88 ...

Core Viewpoint - The news surrounding the small home appliance company Derma, known for its OEM work with Xiaomi and Philips, centers on the false reports of the dissolution of its Suzhou team, which the company has officially denied [1][3]. Group 1: Company Operations - Derma's Suzhou branch remains operational, with employees reporting no knowledge of any dissolution plans, and production schedules for December are still in place [2][3]. - The company confirmed that it will retain the Suzhou facility, which is a key part of its product development strategy, particularly in the cleaning appliance sector [2][3]. Group 2: Strategic Adjustments - Derma stated that the adjustments to its Suzhou team are a response to changes in the macroeconomic environment and are aimed at enhancing resource allocation and focusing on core R&D capabilities [3]. - The company plans to gradually concentrate R&D resources at its headquarters to better support long-term strategic development [3]. Group 3: Financial Performance - For the first three quarters of 2025, Derma reported total revenue of 2.384 billion yuan, a slight decrease of 0.63% year-on-year, and a net profit attributable to shareholders of 88.72 million yuan, down 14.66% [3]. - In Q3, the company experienced a revenue drop of 10.26% year-on-year, totaling 699 million yuan, with a net profit decline of 44.34% to 20.04 million yuan [3]. - The decline in performance is attributed to a slowdown in the small appliance market and increased competition, alongside higher R&D expenditures, which reached 140 million yuan, up approximately 769 thousand yuan from the previous year [3].

Core Insights - Derma, a small appliance brand known for OEM partnerships with Xiaomi and Philips, is undergoing significant adjustments due to declining performance and market challenges [1][4][10] Financial Performance - In Q3 2025, Derma reported a net profit of 20.04 million yuan, a 44.34% decrease year-on-year, with main revenue of 699 million yuan, down 10.26% [4][5] - For the first three quarters of 2025, total revenue was 2.384 billion yuan, a slight decline of 0.63%, while net profit was 88.72 million yuan, down 14.66% [4][5] - The overall trend shows a persistent decline in profitability, with net profit for 2023 at 109 million yuan, nearly halving from 191 million yuan in 2022 [6] Business Adjustments - Derma has dissolved its Suzhou team, affecting nearly 100 employees, as part of a strategic shift to enhance resource allocation and focus on core R&D capabilities [1][3] - The Suzhou operations primarily handled cleaning products, which have been reported to be loss-making, prompting the need for strategic adjustments [2][3] Market Competition - The small appliance industry is experiencing intensified competition, particularly from leading companies like Ecovacs and Roborock, which poses significant challenges for Derma [1][3] - Derma's market position is described as that of a smaller player compared to its competitors, indicating a need for strategic realignment to remain competitive [3] Shareholder Actions and Governance Issues - The second-largest shareholder, Shanghai Panmao, has initiated a significant share reduction, selling 14.39 million shares, which has negatively impacted Derma's stock price [10] - Governance concerns have arisen following regulatory warnings issued to the chairman and vice president for violations of securities laws, highlighting potential issues in corporate governance [11] Consumer Complaints and Quality Issues - Derma faces increasing consumer complaints regarding product quality and after-sales service, with 12 recent complaints reported, some related to safety and service obligations [14][15] - The company’s handling of consumer disputes has been criticized for being unresponsive or dismissive, which could harm its brand reputation if not addressed [15]

Group 1 - Wang Jianlin's Wanda Group has made a rare "redemption" move by regaining control of a Wanda Plaza after selling over 80 plazas previously, indicating a strategic shift in management and ownership [3][5] - The management team of the company underwent a complete overhaul, with key positions being filled by new executives from Shanghai Wanda Ruichi Enterprise Management Co., Ltd., which is fully owned by Wanda [5] - Oriental Selection is expanding its offline presence by opening its first flagship store in Beijing, aiming to enhance its retail strategy after facing challenges in the past two years [5] Group 2 - Prada Group has completed the acquisition of Versace for €1.25 billion (approximately ¥102.78 billion), marking a significant consolidation in the luxury fashion sector [10] - TikTok plans to invest over 200 billion Brazilian Reais (approximately $377 million) to build a data center in Brazil, which will be its first project in Latin America [21] - JD.com has acquired approximately 59.8% of the shares in German retail giant CECONOMY, increasing its total stake to 85.2%, pending regulatory approval [23]

12月3日下午，《每日经济新闻》记者前往苏州德尔玛清洁科技有限公司（以下简称苏州德尔玛）位于苏州太湖湾的一处办公地址。记者在现场观察到，该 办公地址内仍有人员工作，现场长时间响起机械轰鸣声。一位工作人员向记者表示，其从未听说公司将要被解散的消息。苏州德尔玛的产品生产按月排产， 12月当月仍有订单安排。 同日，记者亦从德尔玛处了解到，有关苏州公司已解散的报道并不属实，公司仍将保留苏州德尔玛。 江苏苏州，长三角制造中心，围绕小家电产业形成的供应链高度发达，吸引了追觅、科沃斯、莱克电气等头部家电企业在此聚集。苏州德尔玛就位于苏州吴 中区的太湖湾畔。 12月3日，以代工小米、代理飞利浦品牌而知名的小家电企业德尔玛因"已解散苏州团队"的消息，被推至聚光灯下。当日上午，有关"小家电企业德尔玛已解 散其苏州团队，涉及员工近百人"的消息不胫而走，亦有文章称德尔玛已经解散其苏州公司。 每经记者 黄海 摄产线仍在运转，员工称未收到解散通知 德尔玛成立于2011年7月，历经3次IPO后于2023年在深交所上市，苏州德尔玛则成立于2022年8月。 德尔玛解释称，此次调整主要是基于当前宏观经济环境变化与公司经营发展需要。为提升资源配置 ...