南财投研通数据显示，11月20日，券商给予上市公司目标价共12次，按最新收盘价计算，目标价涨幅排 名居前的公司有太辰光、中金公司、中国铁建，目标价涨幅分别为63.73%、61.08%、53.57%，分别属 于通信设备、证券、基础建设行业。 | | | | 11月20日目标价涨幅排名 | | | | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 嚴高目極价 | 目标涨幅 | | | | | | (元) | (%) | | 300570 | 太辰光 | 国泰海通证券 | 增持 | 149.21 | 63.73 | | 601995 | 中等公司 | 华泰证券 | 派 | 56.20 | 61.08 | | 601186 | 中国铁建 | 国泰海通证券 | 増持 | 12.04 | 53.57 | | 300347 | 泰格医药 | 国泰海通证券 | 增持 | 75.55 | 49.04 | | 300498 | 温氏股份 | 中国国际会融 | 跑赢行业 | 25.00 | 43.51 | | 600346 | 恒力石化 | 英创证券 ...

Market Overview - The home goods sector increased by 0.12% on November 20, with Mengtian Home leading the gains [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Top Performers - Mengtian Home (603216) closed at 19.00, up 10.02% with a trading volume of 6060.65 lots and a transaction value of 11.51 million yuan [1] - Haolaike (603898) closed at 13.97, up 10.00% with a trading volume of 132,400 lots and a transaction value of 180 million yuan [1] - Jiangxin Home (301061) closed at 98.38, up 9.06% with a trading volume of 17,700 lots [1] Underperformers - Huaci Co. (001216) closed at 20.40, down 10.01% with a trading volume of 116,300 lots and a transaction value of 249 million yuan [2] - Jinpai Home (603180) closed at 21.23, down 5.94% with a trading volume of 69,100 lots and a transaction value of 150 million yuan [2] - Filinger (603226) closed at 37.42, down 4.98% with a trading volume of 48,000 lots and a transaction value of 182 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 256 million yuan from institutional investors, while retail investors saw a net inflow of 221 million yuan [2] - The top net inflows from retail investors included Mengtian Home (603216) with 733.71 million yuan, accounting for 63.72% of its trading volume [3] - Notable net outflows from institutional investors included Haolaike (603898) with 1,405.60 million yuan [3]

Investment Rating - The investment rating for the company is "Buy" (maintained) [2][11] Core Views - The company has shown resilience in its external sales, with a notable recovery in overseas markets, while domestic sales are expected to stabilize [8] - The company's revenue for FY26H1 was HKD 8.045 billion, a year-on-year decrease of 3.1%, but the decline has narrowed significantly compared to previous periods [7] - The gross profit margin improved by 0.9 percentage points to 40.4%, benefiting from cost control and operational efficiency [7][8] Revenue and Profitability - The company's revenue forecast for the upcoming years is as follows: - 2024A: HKD 18.411 billion - 2025A: HKD 16.903 billion - 2026E: HKD 16.953 billion - 2027E: HKD 17.631 billion - 2028E: HKD 18.513 billion - The year-on-year growth rates for revenue are projected to be -8% for 2025A, 0% for 2026E, 4% for 2027E, and 5% for 2028E [2] - The net profit attributable to the parent company is forecasted as follows: - 2024A: HKD 2.302 billion - 2025A: HKD 2.063 billion - 2026E: HKD 2.193 billion - 2027E: HKD 2.321 billion - 2028E: HKD 2.433 billion - The year-on-year growth rates for net profit are projected to be -10% for 2025A, 6% for 2026E, 6% for 2027E, and 5% for 2028E [2] Market Performance - Domestic sales in the Chinese market for FY26H1 were HKD 4.203 billion, a year-on-year decrease of 6.5%, but the decline has significantly narrowed compared to FY25H2 [7] - Online sales showed strong performance with a year-on-year increase of 13.6%, while offline sales decreased by 12.3% [7] - The North American market revenue for FY26H1 was HKD 2.161 billion, a slight increase of 0.3%, demonstrating strong resilience amid rising international trade barriers [5] - Revenue from Europe and other markets for FY26H1 was HKD 0.765 billion, a year-on-year increase of 4.3% [5] Cost and Margin Analysis - The overall gross profit margin increased to 40.4%, benefiting from a decrease in average unit costs of key raw materials such as leather, chemicals, and steel [8] - However, the company faced increased tariff costs for exports to the United States, which rose from HKD 6.65 million to HKD 78.83 million year-on-year [8]

梦百合所属申万行业为：轻工制造-家居用品-成品家居。所属概念板块包括：出海概念、QFII持股、小 盘、基金重仓、C2M概念等。 梦百合今年以来股价涨31.04%，近5个交易日跌6.99%，近20日跌9.39%，近60日跌1.24%。 今年以来梦百合已经2次登上龙虎榜，最近一次登上龙虎榜为10月17日，当日龙虎榜净买入3719.05万 元；买入总计6973.71万元 ，占总成交额比28.31%；卖出总计3254.66万元 ，占总成交额比13.21%。 资料显示，梦百合家居科技股份有限公司位于江苏省如皋市丁堰镇皋南路999号，成立日期2003年5月30 日，上市日期2016年10月13日，公司主营业务涉及致力于提升人类深度睡眠的家居产品—记忆绵床垫、 记忆绵枕头、沙发、电动床及其他家居制品的研发、生产和销售。主营业务收入构成为：记忆绵床垫 52.06%，沙发13.12%，其他10.07%，电动床7.48%，卧具6.99%，记忆绵枕6.95%，其他(补充)3.34%。 11月20日，梦百合盘中下跌3.09%，截至10:25，报8.78元/股，成交4284.92万元，换手率0.84%，总市值 50.10亿元。 资金流 ...

11月20日，顾家家居盘中上涨2.06%，截至10:09，报30.72元/股，成交5183.67万元，换手率0.21%，总 市值252.35亿元。 资金流向方面，主力资金净流出195.49万元，大单买入511.09万元，占比9.86%，卖出706.58万元，占比 13.63%。 顾家家居今年以来股价涨17.25%，近5个交易日涨0.56%，近20日涨1.22%，近60日涨9.28%。 资料显示，顾家家居股份有限公司位于浙江省杭州市上城区东宁路599号顾家大厦，成立日期2006年10 月31日，上市日期2016年10月14日，公司主营业务涉及客厅及卧室中高档软体家具产品的研发、设计、 生产与销售。主营业务收入构成为：沙发57.82%，卧室产品17.28%，集成产品11.87%，定制家具 5.64%，信息技术服务3.81%，其他(补充)3.25%，其他0.34%。 顾家家居所属申万行业为：轻工制造-家居用品-成品家居。所属概念板块包括：高派息、跨境电商、融 资融券、定制家居、中盘等。 截至9月30日，顾家家居股东户数1.82万，较上期减少22.71%；人均流通股44700股，较上期增加 29.39%。2025年1 ...

天眼查App显示，近日，霸州市纳洁优家家居用品有限公司成立，法定代表人为黄殿余，注册资本20万 人民币，经营范围为一般项目：家居用品销售;日用百货销售;日用品销售;日用杂品销售;卫生洁具销售; 食品用洗涤剂销售;办公用品销售;劳动保护用品销售;电子产品销售;五金产品批发;五金产品零售;体育用 品及器材批发;体育用品及器材零售;厨具卫具及日用杂品批发;厨具卫具及日用杂品零售;汽车装饰用品 销售;个人卫生用品销售;家具销售;互联网销售（除销售需要许可的商品）（除依法须经批准的项目外， 凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，霸州市家纳净洁家居用品有限公司成立，法定代表人为黄殿余，注册资本20万 人民币，经营范围为一般项目：家居用品销售;日用百货销售;日用品销售;日用杂品销售;卫生洁具销售; 食品用洗涤剂销售;办公用品销售;劳动保护用品销售;五金产品批发;五金产品零售;体育用品及器材批发; 体育用品及器材零售;厨具卫具及日用杂品批发;厨具卫具及日用杂品零售;汽车装饰用品销售;个人卫生 用品销售;家具销售;互联网销售（除销售需要许可的商品）（除依法须经批准的项目外，凭营业执照依 法自主开展经营活动）。 ...

Market Overview - The home goods sector experienced a slight decline of 0.03% on November 19, with Yuma Technology leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - Notable gainers in the home goods sector included: - MengTian Home (603216) with a closing price of 17.27, up 10.00% [1] - HuaCi Co., Ltd. (001216) with a closing price of 22.67, up 10.00% [1] - Yongyi Co., Ltd. (603600) with a closing price of 12.33, up 5.66% [1] - Conversely, Yuma Technology (300993) saw a decline of 4.49%, closing at 15.30 [2] - Other notable decliners included: - Meike Home (600337) down 4.23% to 2.49 [2] - Lianxiang Co., Ltd. (603272) down 4.22% to 20.64 [2] Capital Flow - The home goods sector experienced a net outflow of 177 million yuan from institutional investors, while retail investors saw a net inflow of 41.41 million yuan [2] - The main capital inflow and outflow for selected stocks included: - Yongyi Co., Ltd. (603600) with a net inflow of 52.22 million yuan from main investors [3] - MengTian Home (603216) with a net inflow of 16.87 million yuan from main investors [3] - Yuma Technology (300993) with a net outflow of 4.49% [2]

天眼查App显示，近日，汕头市善品商贸有限公司成立，注册资本10万人民币，经营范围为一般项目： 塑料制品制造；五金产品制造；家居用品制造；工艺美术品及礼仪用品制造（象牙及其制品除外）；工 艺美术品及礼仪用品销售（象牙及其制品除外）；工艺美术品及收藏品批发（象牙及其制品除外）；家 居用品销售；五金产品批发；日用品销售；日用百货销售；箱包销售；鞋帽零售；针纺织品销售；针纺 织品及原料销售；珠宝首饰批发；礼品花卉销售；服装服饰批发；钟表销售；日用木制品销售；日用杂 品销售；日用玻璃制品销售；户外用品销售；玩具销售；家具销售；灯具销售；塑料制品销售；互联网 销售（除销售需要许可的商品）；劳务服务（不含劳务派遣）；信息咨询服务（不含许可类信息咨询服 务）；国内贸易代理；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广。一般项目 （需备案）：货物进出口；技术进出口。 ...

Group 1: Market Updates - *ST Dongyi's stock will resume trading on November 19 after completing the suspension review, with a price increase of 241.59% since September 26 [4][5] - *ST Zhengping's stock will be suspended for review starting November 19 due to a cumulative price increase of 221.93% since September 1, indicating a significant deviation from its fundamentals [5] - The China Securities Index Company announced the launch of the CSI 2000 ESG Benchmark Index and the CSI 2000 ESG Leading Index [1] Group 2: Company Announcements - Shengbang Co. plans to acquire 60% of Wuxi Woke's equity in a cash transaction, which is expected to constitute a major asset restructuring [6] - Dream Home announced the termination of its plan to issue shares and pay cash for the acquisition of Shanghai Chuan Tu Microelectronics, with its stock set to resume trading on November 19 [4] - Xiaomi Group reported Q3 revenue of 1131.21 billion yuan, a year-on-year increase of 22.3%, with a net profit of 122.57 billion yuan, up 129.5% year-on-year [6] - Baidu's Q3 revenue was 312 billion yuan, down 7% year-on-year, with a net loss of 112 billion yuan [6][7] - Pinduoduo reported Q3 revenue of 1083 billion yuan, a year-on-year increase of 9% [7] - Huablan Group announced a share transfer agreement that will change its controlling shareholder [8] Group 3: Regulatory and Economic Developments - The People's Bank of China and 12 departments issued a plan to enhance financial support for consumption in Beijing, aiming for improved financial service levels by 2030 [2] - The market regulatory authority released the comprehensive prosperity index for the inspection and testing industry, which stands at 101.28, indicating a stable industry outlook [1]