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乐歌股份:公司人体工学相关业务主要基于线性驱动技术,创新应用于智能家居、智慧办公产品
Zheng Quan Ri Bao Zhi Sheng· 2026-01-06 11:38
Core Viewpoint - The company, Lega Co., focuses on ergonomic-related businesses primarily based on linear drive technology, applied innovatively in smart home and smart office products [1] Group 1: Business Focus - The company's product offerings include height-adjustable desks, functional sofas, and smart electric beds [1] - Future research and development resources will be allocated to meet the core technical needs of the company's main businesses: smart home and public overseas warehouse services [1] Group 2: Disclosure Policy - The company will disclose any significant cooperation progress in accordance with legal and regulatory requirements [1]
连续4个涨停板 “跨界失意者”南兴股份的魔幻逆转与冰冷现实丨大A避雷针
Quan Jing Wang· 2026-01-06 11:10
Core Viewpoint - Nanshing Co., Ltd. has experienced a significant decline in profitability, with its core subsidiary facing substantial impairment losses and institutional shareholders withdrawing, yet the company has recently seen a series of stock price increases despite a generally rising market in 2025 [1] Financial Performance - The company's revenue from 2021 to 2024 was 2.777 billion, 2.96 billion, 3.629 billion, and 3.332 billion respectively, indicating a decline post-2023 [3] - Gross margin has consistently decreased from 23.48% in 2021 to 18.99% in 2024, further dropping to 16.3% in the first half of 2025 [4] - Net profit attributable to shareholders from 2021 to 2024 was 291 million, 290 million, 173 million, and -175 million respectively, showing a continuous decline in profitability [6] Impairment and Subsidiary Performance - The company has faced significant asset impairment losses, with 385 million in 2024 attributed to the underperformance of its IDC subsidiary, Guangdong Unique Network Technology Co., Ltd. [5] - Despite a forecasted net profit of 90 million to 120 million for 2025, a substantial decline of 55.69% in net profit for the first three quarters of 2025 compared to the previous year indicates ongoing challenges [7] IDC Business Outlook - Nanshing Co., Ltd. aims to enhance performance through its IDC and cloud computing services, which have grown to account for 53.96% of total revenue by the first half of 2025, up from 0.52% in 2020 [8] - However, the IDC business has a low gross margin of around 10%, significantly below the industry average of 30%-35% for major operators [8] - The company faces intense competition from larger firms, which have established scale advantages and higher margins, leading to a challenging environment for smaller players like Nanshing [9] Shareholder Sentiment - The proportion of shares held by the top ten shareholders decreased from 46.33% to 41.64% in 2025, indicating a withdrawal of institutional investors amid concerns over the company's performance [9] - Recent insider selling, including the vice president's sale of shares, has further fueled investor skepticism regarding the company's future prospects [10]
乐歌股份:采取外汇套期保值对冲汇率风险
Sou Hu Cai Jing· 2026-01-06 08:56
乐歌股份回复:尊敬的投资者您好!为主动应对美元汇率波动的风险,降低汇率波动对公司经营业绩造 成的不良影响,公司根据公司资产规模及业务需求情况,视情况择机采取外汇套期保值业务来对冲和锁 定汇率波动带来的风险。具体内容已在2024年年报"管理层讨论与分析"中披露。感谢您的关注! 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 证券之星消息,乐歌股份(300729)01月06日在投资者关系平台上答复投资者关心的问题。 投资者提问:请问贵公司拥有大量海外仓,那么面临人民币升值,贵公司已经做出怎样的应对方案?计 划用哪些方案去应对未来的汇率变化? ...
乐歌股份:公司研发的部分智慧物流产品已在自有仓投入应用
Mei Ri Jing Ji Xin Wen· 2026-01-06 08:49
Core Viewpoint - The company has implemented self-developed logistics products, including warehouse assistance robots, in its own factories and overseas warehouses, aiming to enhance operational efficiency. Future external sales of mature products may be considered based on technology readiness and market demand [1] Group 1 - The company has stated that its self-developed smart logistics products are currently used primarily for internal purposes [1] - The company is exploring the potential for external sales of mature products depending on their technological maturity and market needs [1] - The company has not yet established a specific timeline or preliminary plan for external sales of these products [1]
乐歌股份:公司目前没有为航天驾驶舱提供产品
Mei Ri Jing Ji Xin Wen· 2026-01-06 08:49
乐歌股份(300729.SZ)1月6日在投资者互动平台表示,尊敬的投资者您好!公司目前没有为航天驾驶 舱提供产品,也没有公开信息表明有此计划。公司产品主要应用于智能家居、健康办公及部分商用领 域。感谢您的关注! (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:您好董秘;公司有为航天驾驶舱提供产品吗?是否有 考虑? ...
乐歌股份(300729.SZ):目前没有为航天驾驶舱提供产品
Ge Long Hui· 2026-01-06 08:40
格隆汇1月6日丨乐歌股份(300729.SZ)在互动平台表示,公司目前没有为航天驾驶舱提供产品,也没有 公开信息表明有此计划。公司产品主要应用于智能家居、健康办公及部分商用领域。 ...
广州好莱客创意家居股份有限公司关于完成工商变更登记并取得营业执照的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-01-06 07:58
Core Viewpoint - The company has successfully completed the registration of changes to its articles of association and obtained a new business license from the Guangzhou Market Supervision Administration, reflecting its ongoing compliance and operational updates [1]. Group 1: Company Information - The company is named Guangzhou Holike Creative Home Co., Ltd. [1] - The unified social credit code is 914401017994381174 [1]. - The company is classified as a joint-stock company (listed, with natural person investment or control) [1]. - The registered capital is 313,465,062 RMB [1]. - The company was established on April 9, 2007 [1]. - The registered address is No. 8 Lianyun Road, East District, Guangzhou Economic and Technological Development Zone [1]. Group 2: Governance and Compliance - The board of directors and all directors guarantee that the announcement contains no false records, misleading statements, or major omissions, and they bear legal responsibility for its authenticity, accuracy, and completeness [1]. - The changes to the articles of association were approved during the 23rd meeting of the fifth board of directors on October 28, 2025, and at the second extraordinary general meeting of shareholders on November 18, 2025 [1].
连亏股美克家居拟收购复牌涨停 标的经营现金流三连阴
Zhong Guo Jing Ji Wang· 2026-01-05 09:12
Core Viewpoint - Meike Home (600337.SH) resumed trading on January 5, 2026, with a closing price of 3.21 yuan, reflecting a 9.93% increase following the announcement of a planned acquisition of Shenzhen Wandeng Technology Co., Ltd. [1][2] Group 1: Transaction Details - Meike Home plans to acquire 100% equity of Wandeng Technology through a combination of issuing shares and cash payments, while also raising supporting funds from no more than 35 specific investors [2][3] - The share issuance price for the acquisition is set at 1.94 yuan per share, which is not less than 80% of the average trading price over the previous 120 trading days [3] - The total amount of supporting funds to be raised will not exceed 100% of the transaction price for the asset acquisition, with the number of shares issued capped at 30% of the company's total share capital prior to the transaction [3] Group 2: Financial Performance of Target Company - As of December 31, 2023, the total assets of Wandeng Technology were 20.63 million yuan, with total liabilities of 16.28 million yuan and shareholders' equity of 4.35 million yuan [5] - The company reported total revenues of 45.98 million yuan in 2022, 41.82 million yuan in 2023, and 33.95 million yuan in 2024, with net profits of -28.9 million yuan, -46.3 million yuan, and -86.4 million yuan respectively [5] Group 3: Strategic Implications - The acquisition is expected to facilitate Meike Home's strategic transformation, expanding new business growth points and enhancing operational quality and profitability [4]
美克国际家居用品股份有限公司关于发行股份及支付现金购买资产并募集配套资金事项的复牌的公告
Shang Hai Zheng Quan Bao· 2026-01-04 23:56
Core Viewpoint - Meike International Home Products Co., Ltd. is planning to acquire 100% equity of Shenzhen Wande Technology Co., Ltd. through a combination of issuing shares and cash payment, while also raising supporting funds [2][6][11]. Group 1: Stock Suspension and Resumption - The company's stock was suspended from trading starting December 18, 2025, due to the planned acquisition and fundraising activities, with an expected suspension period of no more than 10 trading days [2][3]. - The stock is set to resume trading on January 5, 2026, after the board approved the acquisition proposal on December 31, 2025 [3][6]. Group 2: Acquisition Details - The acquisition involves purchasing 100% of Wande Technology's equity, with the company planning to issue shares to no more than 35 specific investors to raise supporting funds [6][11]. - The final transaction price for the acquisition will be determined based on an evaluation report from a qualified appraisal agency, and the specific payment structure is yet to be finalized [11][12]. Group 3: Fundraising Plan - The company aims to raise funds not exceeding 100% of the transaction price through the issuance of shares, with the total number of shares issued not exceeding 30% of the company's total share capital prior to the transaction [14][21]. - The raised funds will be used for cash payments related to the acquisition, intermediary fees, taxes, and to supplement working capital [23][21]. Group 4: Legal and Compliance - The board confirmed that the transaction complies with relevant laws and regulations, including the Company Law and Securities Law, and has undergone necessary internal reviews [7][63]. - The transaction is expected to enhance the company's asset quality and operational capabilities without changing the actual control of the company [39][44]. Group 5: Shareholder Approval - The acquisition proposal and related matters will require approval from the shareholders' meeting after the completion of the necessary audits and evaluations [10][26]. - The board has conducted multiple reviews and obtained unanimous support for the proposals, indicating strong internal consensus [9][30].
南兴股份:连续两个交易日收盘价格涨幅偏离值累计超20%
Zheng Quan Ri Bao Zhi Sheng· 2026-01-04 14:17
证券日报网讯 1月4日,南兴股份发布公告称,公司股票连续两个交易日(2025年12月30日、31日)收 盘价格涨幅偏离值累计超20%,属异常波动。公司核查后公告称,前期信息无需更正,经营环境未变, 控股股东及实控人未买卖股票,不存在应披露未披露重大事项。 (编辑 王江浩) ...