Hotata(SH:603848) Mei Ri Jing Ji Xin Wen·2025-10-31 03:55Core Viewpoint - The announcement of a major shareholder's reduction plan for the company "Good Housewife" has been completed, with significant cashing out occurring despite the company's stock price reaching a record high earlier in the year. The company's performance, however, remains mediocre compared to its stock performance [1][3]. Shareholder Reduction - Shareholder Mr. Hou Pengde reduced his holdings by 3.5 million shares, amounting to over 74 million yuan, during the period from September 24 to October 29, 2025 [2][3]. - The reduction price range was between 19.20 yuan and 23.64 yuan per share, representing a reduction ratio of 0.8698% [2][3]. - Following the reduction, Mr. Hou remains the third-largest shareholder, holding 4.7216% of the company's shares [1][2]. Stock Performance - The stock price of Good Housewife saw a significant increase of nearly 111% earlier in the year, peaking on September 16, 2025, before experiencing a rapid decline [1][3][7]. - The stock price fluctuated dramatically, with a low of 14.51 yuan in July and a high of 34.29 yuan in mid-September, before closing at 20.34 yuan on October 30, 2025 [7]. Institutional Shareholder Activity - Social security and pension funds have significantly reduced their holdings in Good Housewife, with the number of shareholders reaching a two-year high of 12,700 by September 30, 2025 [1][9]. - Notably, the National Social Security Fund's 103rd and 501st portfolios, as well as the Basic Pension Insurance Fund's 1901 portfolio, have exited the top ten shareholders list [5][9]. Company Performance - For the first three quarters of 2025, Good Housewife reported a revenue of 1.059 billion yuan, a year-on-year decrease of 0.91%, and a net profit of 143 million yuan, down 24.79% year-on-year [3][9]. - The third quarter showed some improvement, with revenue and net profit increasing by 7.27% and 21.67% respectively, although this was attributed to a low base effect from the previous year [3]. Business Focus - Good Housewife is positioned as a leading smart home enterprise, focusing on drying and smart lock products, with plans to expand into various smart home categories [9].