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 ...

Core Viewpoint - The company is undergoing a business adjustment by dissolving its Suzhou team to enhance resource allocation efficiency and focus on core R&D capabilities, responding to changes in the macroeconomic environment and business development needs [1] Group 1: Company Adjustments - The dissolution of the Suzhou team affects nearly 100 employees and is primarily due to continuous losses in the cleaning appliance segment, which includes vacuum cleaners and floor washers [1] - The company aims to improve operational efficiency and concentrate on core business areas to support long-term strategic development [1][3] Group 2: Financial Performance - In Q3 2025, the company reported a net profit of 20.04 million yuan, a decrease of 44.34% year-on-year, with main revenue of 699 million yuan, down 10.26% year-on-year [2] - For the first three quarters of 2025, the main revenue totaled 2.384 billion yuan, a slight decline of 0.63%, and the net profit attributable to shareholders was 88.72 million yuan, down 14.66% year-on-year [2] Group 3: Product Segments - The company's main product categories include water health, home environment, and personal health, with revenues of 657 million yuan, 677 million yuan, and 342 million yuan respectively, accounting for 38.97%, 40.15%, and 20.30% of total revenue [2] - The gross profit margins for these categories are 39.61%, 21.98%, and 36.50%, indicating that the home environment products have a significantly lower margin compared to other segments [2] Group 4: Market Trends - The robot vacuum market is highly competitive, with the top five brands holding nearly 90% of the market share as of mid-2025, with total online sales reaching 2.3193 million units, a year-on-year increase of 45.98% [3] - The company recently launched its first series of robot vacuum products in Russia, introducing five models ranging from entry-level to high-end, along with 17 other cleaning products [3] Group 5: Strategic Goals - The company aims to enhance operational quality and will conduct structural optimization and dynamic assessments of underperforming business segments to consolidate competitive advantages [3] - The water health business has shown double-digit growth in the first three quarters, driven by strong performance in countertop water purifiers and filter products, with a focus on maintaining market leadership and expanding overseas [4]

Core Insights - Derma, a small appliance brand known for OEM partnerships with Xiaomi and Philips, is undergoing significant adjustments due to changes in the business environment and operational needs [1] Company Adjustments - Derma has disbanded its Suzhou team, affecting nearly 100 employees, as part of a strategic realignment to support long-term development [1] - The official statement from the company confirms that the adjustments are aimed at better aligning with the company's long-term strategic goals [1] Financial Performance - Derma's latest financial report indicates a substantial decline in performance, with a net profit of 20.04 million yuan for Q3 2025, representing a year-on-year decrease of 44.34% [1] - The main revenue for the same quarter was 699 million yuan, down 10.26% year-on-year [1] - For the first three quarters of 2025, the main revenue totaled 2.384 billion yuan, a slight decline of 0.63% year-on-year, while the net profit attributable to the parent company was 88.72 million yuan, down 14.66% year-on-year [1]

Core Viewpoint - The small appliance brand Derma, known for manufacturing for Xiaomi and Philips, is undergoing significant adjustments due to declining performance and has disbanded its Suzhou team, affecting nearly 100 employees [1][2]. Financial Performance - In Q3 2025, Derma reported a net profit of 20.04 million yuan, a year-on-year decline of 44.34% [2]. - The main revenue for the same quarter was 699 million yuan, down 10.26% year-on-year [2]. - For the first three quarters of 2025, the main revenue totaled 2.384 billion yuan, a slight decline of 0.63% year-on-year [2]. - The net profit attributable to the parent company for the first three quarters was 88.72 million yuan, reflecting a year-on-year decrease of 14.66% [2].

Core Viewpoint - The small appliance brand Derma, known for its OEM partnerships with Xiaomi and Philips, is undergoing significant adjustments in response to changes in the current environment and the company's operational needs [1] Company Adjustments - Derma has officially confirmed adjustments to certain operations in the Suzhou region [1] - The purpose of these adjustments is to better support the company's long-term strategic development [1]

Core Viewpoint - The small appliance brand Derma, known for its OEM work with Xiaomi and Philips, is undergoing significant adjustments, including the dissolution of its Suzhou team due to declining performance and market challenges [2][3][6]. Financial Performance - In Q3 2025, Derma reported a net profit of 20.04 million yuan, a year-on-year decline of 44.34%, and a main revenue of 699 million yuan, down 10.26% year-on-year [6][24]. - For the first three quarters of 2025, the main revenue was 2.384 billion yuan, a slight decrease of 0.63%, with a net profit of 88.72 million yuan, down 14.66% year-on-year [6][25]. - The overall performance indicates significant growth pressure, particularly with a sharp decline in net profit, reflecting weakened profitability [6][24]. Business Adjustments - Derma's decision to dissolve its Suzhou team, affecting nearly 100 employees, is directly linked to its declining performance [2][3]. - The Suzhou operations primarily focused on cleaning products, including vacuum cleaners and floor washers, and were managed by a subsidiary established only three years ago [3][21]. - The company aims to concentrate its R&D resources at its headquarters to enhance operational efficiency and support long-term strategic development [5][23]. Market Competition - The small appliance industry is experiencing intensified competition, with major players like Ecovacs and Roborock dominating the market, making it challenging for smaller brands like Derma [4][22]. - Derma's scale is considered small compared to industry leaders, and its cleaning division has reported losses, necessitating strategic adjustments to avoid further financial deterioration [4][22]. Shareholder Actions - Derma's second-largest shareholder, Shanghai Panmao Investment Center, has initiated a significant share reduction, selling 14.39 million shares, which has negatively impacted the company's stock price [12][30]. - The stock price has dropped over 33.4% from its initial offering price, reflecting market concerns about the company's future prospects [12][30]. Consumer Complaints - Derma faces increasing consumer complaints regarding product quality and after-sales service, with recent data showing 12 new complaints, some related to safety issues and inadequate service [16][34]. - The company's handling of consumer disputes has been criticized for being unresponsive or dismissive, potentially harming its brand reputation [16][34][35].

Market Overview - The small home appliance sector experienced a slight decline of 0.07% on November 28, with Ousheng Electric leading the drop [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Notable gainers in the small home appliance sector included: - Dechang Co., Ltd. (605555) with a closing price of 17.80, up 3.73% and a trading volume of 95,900 shares, totaling 169 million yuan [1] - Lek Electric (603355) closed at 31.27, up 1.92% with a trading volume of 67,700 shares, totaling 208 million yuan [1] - Conversely, Ousheng Electric (301187) saw a decline of 2.21%, closing at 24.33 with a trading volume of 28,700 shares, totaling 70 million yuan [2] Capital Flow - The small home appliance sector saw a net outflow of 32.12 million yuan from institutional investors, while retail investors contributed a net inflow of 42.27 million yuan [2] - The capital flow for key stocks showed: - Lek Electric had a net inflow of 16.51 million yuan from institutional investors, but a net outflow of 19.54 million yuan from retail investors [3] - Dechang Co., Ltd. experienced a net inflow of 7.60 million yuan from institutional investors, with a net outflow of 14.95 million yuan from retail investors [3]

证券日报网讯 11月27日晚间，德尔玛发布公告称，公司不存在对合并报表范围外单位提供担保的情 形，也不存在逾期担保、涉及诉讼的担保及因担保被判决败诉而应承担损失等情况。 （文章来源：证券日报） ...

证券代码：301332 证券简称：德尔玛 公告编号：2025-056 广东德尔玛科技股份有限公司 关于为全资子公司提供担保的进展公告 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。 特别风险提示： 广东德尔玛科技股份有限公司（以下简称"公司"或"德尔玛"）对资产负债率 超过 70%的单位担保金额超过公司最近一期经审计净资产 50%，前述担保均为公司合 并报表范围内主体之间的担保，财务风险处于公司可控范围内，敬请投资者注意相关 风险。 （一）公司对广东水护盾的担保进展 公司就全资子公司广东水护盾健康科技有限公司（以下简称"广东水护盾"）向 中国民生银行股份有限公司佛山分行（以下简称"民生银行"）申请综合授信额度的 相关事项与民生银行签署《最高额保证合同》，担保金额最高不超过 5,000 万元。 本次担保发生前，公司为广东水护盾提供的担保余额为 55,600 万元，剩余可用担 保额度为 16,000 万元。 本次担保发生后，公司为广东水护盾提供的担保余额为 60,600 万元，剩余可用担 保额度为 11,000 万元。 （二）公司对德尔玛健康的担保进展 公司就全资 ...

Core Viewpoint - Delmar's stock has experienced fluctuations, with a recent decline of 2.06% and a year-to-date increase of 1.31%, indicating mixed performance in the market [1][2]. Company Overview - Guangdong Delmar Technology Co., Ltd. was established on July 12, 2011, and went public on May 18, 2023. The company operates as an innovative home appliance brand, focusing on self-research, original design, self-production, and self-sales [1]. - Delmar's main product categories include home environment (40.15% of revenue), water health (38.97%), personal health (20.30%), and others (0.58%) [1]. Financial Performance - For the period from January to September 2025, Delmar reported a revenue of 2.384 billion yuan, a year-on-year decrease of 0.63%, and a net profit attributable to shareholders of 88.7247 million yuan, down 14.66% year-on-year [2]. - Since its A-share listing, Delmar has distributed a total of 115 million yuan in dividends [3]. Shareholder Information - As of September 30, 2025, Delmar had 21,900 shareholders, a decrease of 1.36% from the previous period, with an average of 12,097 circulating shares per shareholder, an increase of 1.38% [2]. - The eighth largest circulating shareholder is Hong Kong Central Clearing Limited, which holds 2.2895 million shares as a new shareholder [3]. Market Activity - On November 19, Delmar's stock price was 10.00 yuan per share, with a trading volume of 25.2586 million yuan and a turnover rate of 0.95%. The total market capitalization stood at 4.616 billion yuan [1]. - The stock has seen a decline of 2.34% over the last five trading days and a decrease of 11.43% over the last 60 days [1].