| 业务类型 | 2025 年第三季度 新签订单金额 | 截至报告期末累计已签 约未完工订单金额 | 2025 年第三季度已中 标尚未签约订单金额 | | --- | --- | --- | --- | | 公共装修 | 2,541.59 | 28,738.05 | - | | 住宅装修 | 0.00 | 250.54 | - | | 幕墙装修 | 0.00 | 2,039.59 | - | | 材料及加工 | 0.00 | 4.69 | - | | 装饰设计 | 0.00 | 5,101.08 | - | | 建筑工程施工 | 0.00 | 28,962.67 | - | | 合计 | 2,541.59 | 65,096.62 | - | 注：以上数据仅为阶段性数据且未经审计，仅供各位投资者参阅，敬请注意投资 风险。 特此公告。 证券代码：002856 证券简称：美芝股份 公告编号：2025-066 深圳市美芝装饰设计工程股份有限公司 2025 年第三季度装修装饰业务主要经营情况简报 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 根据《深圳证券交易所股票上 ...

Group 1 - Company reported Q3 performance with revenue of approximately 6.873 billion yuan, a year-on-year decrease of 17.3% [1] - Net profit attributable to shareholders was approximately 265 million yuan, a year-on-year increase of 4.78% [1] - Basic earnings per share increased to 0.2 yuan, reflecting a year-on-year growth of 5.26% [1] Group 2 - As of the report, the market capitalization of the company is 5.3 billion yuan [2]

Market Overview - The decoration and renovation sector experienced a decline of 0.71% on October 30, with leading stock Jin Tang Lang showing the most significant drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable gainers in the sector included: - *ST Dongyi (002713): Closed at 10.84, up 5.04% with a trading volume of 374,800 shares and a turnover of 402 million yuan - *ST Jianyi (002789): Closed at 10.65, up 5.03% with a trading volume of 35,200 shares and a turnover of 36.84 million yuan - *ST Baoying (002047): Closed at 2.93, up 5.02% with a trading volume of 18,200 shares and a turnover of 5.34 million yuan [1] - Conversely, significant decliners included: - Jin Bi Bu (002081): Closed at 3.42, down 5.79% with a trading volume of 766,600 shares and a turnover of 266 million yuan - Zheng Zhong Design (002811): Closed at 12.65, down 2.99% with a trading volume of 106,500 shares and a turnover of 136 million yuan - Guangtian Group (002482): Closed at 1.82, down 2.67% with a trading volume of 1,263,000 shares and a turnover of 232 million yuan [2] Capital Flow - The decoration and renovation sector saw a net outflow of 126 million yuan from institutional investors, while retail investors contributed a net inflow of 49.94 million yuan [2] - The capital flow for specific stocks indicated: - Jin Bi Bu (002081): Main investor net inflow of 16.4 million yuan, retail net outflow of 22.71 million yuan - ST Ruihe (002620): Main investor net inflow of 5.81 million yuan, retail net outflow of 3.58 million yuan - *ST Jianyi (002789): Main investor net inflow of 4.17 million yuan, retail net outflow of 2.62 million yuan [3]

公司点评 | 江河集团 Q3 单季业绩稳健增长，经营现金流有所改善 江河集团（601886.SH）2025 年三季报点评 事件：公司 2025 年前三季度实现营收 145.54 亿元，同比-5.63%；归母净 利润 4.58 亿元，同比+5.67%；扣非归母净利润 3.83 亿元，同比+19.11%。 点评如下： Q3 单季收入降幅收窄，净利润保持稳健增长。分季度看，公司 Q1/Q2/Q3 单 季 营 收 分 别 同 比 +2.87%/-11.97%/-5.22% ； 归 母 净 利 润 分 别 同 比 -20.53%/+30.39%/+17.28% ； 扣 非 归 母 净 利 润 分 别 同 比 +1.46%/+57.09%/+5.26%。 毛利率、费用率上升，减值损失有所增加，净利率上升。2025 年前三季度 毛利率同比+0.55pct 至 15.70%；期间费用率同比+0.55pct 至 10.32%，其 中销售/管理/研发/财务费用率分别同比+0.21/+0.12/+0.07/+0.16pct 至 1.45%/5.19%/2.82%/0.86%。此外，公司资产+信用减值损失 2.48 亿元，损 失同比 ...

*ST东易再度涨停，18个交易日内录得13个涨停，累计涨幅为109.67%，累计换手率为126.28%。截至 9:40，该股今日成交量896.66万股，成交金额9569.89万元，换手率2.18%。最新A股总市值达45.48亿 元，A股流通市值44.61亿元。 龙虎榜数据显示，该股因连续三个交易日内，收盘价涨幅偏离值累计达到12%的ST证券、*ST证券上榜 龙虎榜5次，买卖居前营业部中，机构净卖出273.62万元，营业部席位合计净卖出9750.88万元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.10.29 | 4.98 | 10.62 | -1685.75 | | 2025.10.28 | -5.02 | 14.45 | -10044.39 | | 2025.10.27 | 4.97 | 5.32 | -1423.49 | | 2025.10.24 | 4.67 | 10.51 | -5801.93 | | 2025.10.23 | 5.02 | 8.51 | -5825.07 | | 2025.10. ...

Core Insights - Zhejiang Lianxiang Intelligent Home Co., Ltd. reported a revenue of 106 million yuan for the first three quarters of 2025, representing a year-on-year increase of 16.35% [1] - The company achieved a net profit of 2.1942 million yuan, marking a turnaround from a loss [1] - In the third quarter, revenue was 31.3731 million yuan, showing a year-on-year decline of 15.83%, while net profit fell to 1.2625 million yuan, down 78.26% year-on-year [1] Revenue and Profit Analysis - The increase in net profit for the first nine months is attributed to higher sales revenue compared to the same period last year and an improvement in the gross margin of main products [1] - The decline in third-quarter revenue and net profit indicates potential challenges in maintaining growth momentum [1]

Market Overview - The decoration and renovation sector increased by 0.9% compared to the previous trading day, with Hainan Development leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Stock Performance - Hainan Development (002163) saw a significant rise of 10.00%, closing at 11.99 with a trading volume of 439,000 shares and a turnover of 517 million yuan [1] - Other notable performers included *ST Dongyi (002713) with a 4.98% increase, closing at 10.32, and *ST Baoying (002047) with a 4.89% increase, closing at 2.79 [1] - Conversely, ST Keli Da (603828) experienced a decline of 3.54%, closing at 6.00, with a trading volume of 181,200 shares and a turnover of 109 million yuan [2] Capital Flow - The decoration and renovation sector saw a net inflow of 93.63 million yuan from main funds, while retail funds experienced a net outflow of 50.18 million yuan [2] - Main funds showed a significant net inflow in Hainan Development, amounting to 171 million yuan, which accounted for 33.02% of the total [3] - In contrast, ST Keli Da had a net outflow of 83.27 million yuan from main funds, indicating a negative sentiment towards this stock [3]

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.10.28 | -5.02 | 14.45 | -10044.39 | | 2025.10.27 | 4.97 | 5.32 | -1423.49 | | 2025.10.24 | 4.67 | 10.51 | -5801.93 | | 2025.10.23 | 5.02 | 8.51 | -5825.07 | | 2025.10.22 | 2.51 | 9.37 | -912.37 | | 2025.10.21 | 4.92 | 17.62 | -5397.03 | | 2025.10.20 | 5.04 | 4.39 | 665.72 | | 2025.10.17 | 3.93 | 26.17 | -11412.46 | | 2025.10.16 | 4.95 | 0.12 | 284.87 | | 2025.10.15 | 5.05 | 0.34 | 605.94 | | 2025.10.14 | 5.00 | 14.09 | -4101.84 ...

Core Viewpoint - Mingdiao Co., Ltd. (002830.SZ) reported its Q3 2025 results, highlighting an increase in institutional ownership and the presence of foreign investment [1] Institutional Ownership - As of October 28, 2025, four institutional investors disclosed holdings in Mingdiao Co., totaling 2.09% of the company's total shares, amounting to 2.7818 million shares [1] - The institutional ownership increased by 1.34 percentage points compared to the previous quarter [1] Public Fund Participation - In this reporting period, 21 public funds were disclosed, including notable funds such as Nuon An Duo Strategy Mixed A and Guojin Quantitative Multi-Factor A [1] Foreign Investment - One new foreign institution, MORGAN STANLEY & CO. INTERNATIONAL PLC., disclosed its holdings in this quarter, indicating a positive foreign investment sentiment [1]

Group 1 - The company has experienced a significant stock price increase, with a closing price of 57.71 yuan per share and a continuous limit-up for six trading days [1] - The company has announced plans to acquire 100% equity of Shenzhen Jiahe Jingwei Electronics Technology Co., Ltd. through a combination of share issuance and cash payment [1] - The target company's business model involves sourcing storage chips, PCBs, and various components, and producing memory modules and solid-state drives primarily for the personal consumer market [1][2] Group 2 - The target company operates in the storage product sector, which is different from the company's main business, indicating a lack of prior experience in the storage industry [2] - The company has reported continuous losses from 2022 to the first half of 2025, with revenues of 330 million yuan, 203 million yuan, 341 million yuan, and 144 million yuan, and net losses of 212 million yuan, 204 million yuan, 266 million yuan, and 66 million yuan during the same periods [2]