| 业务 | 2025 | 年第三季度新签 | 截至报告期末累计已签约未 | 截至报告期末已中标尚未 | | --- | --- | --- | --- | --- | | 类型 | | 订单金额 | 完工的合同金额 | 签约订单金额 | | 公共 | | 202.91 | 3,139.88 | - | | 装修 | | | | | | 住宅 | | 7,756.50 | 23,950.97 | 364.00 | | 装修 | | | | | | 商业 | | - | 1,169.48 | - | | 装修 | | | | | | 合计 | | 7,959.40 | 28,260.33 | 364.00 | 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市规则》、《深圳证券交易所上市公司自律监 管指引第3号——行业信息披露》等相关规定，厦门万里石股份有限公司2025年 第三季度装修装饰业务主要经营情况如下： 单位：万元人民币 证券代码：002785 证券简称：万里石 公告编号：2025-058 厦门万里石股份有限公司 2025年第三 ...

Core Insights - Guangtian Group reported a significant increase in revenue and net profit for the first three quarters of 2025, indicating strong business performance [1] Financial Performance - The company achieved an operating income of 1.001 billion yuan, representing a year-on-year growth of 255.97% [1] - The net profit attributable to shareholders was -95 million yuan, showing a year-on-year increase of 46.43% [1] - Basic earnings per share were -0.03 yuan, reflecting a year-on-year growth of 40.00% [1]

Market Overview - The decoration and renovation sector increased by 0.26% on October 24, with Quan Zhu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Top Gainers in the Sector - Quan Zhu Co., Ltd. (603030) closed at 3.66, up 9.91% with a trading volume of 2.36 million shares and a turnover of 854 million yuan [1] - Hao Er Sai (002963) closed at 18.56, up 6.30% with a trading volume of 103,400 shares and a turnover of 189 million yuan [1] - ST Dongyi (002713) closed at 9.86, up 4.67% with a trading volume of 432,500 shares and a turnover of 421 million yuan [1] Top Losers in the Sector - Guangtian Group (002482) closed at 1.95, down 6.25% with a trading volume of 4.69 million shares and a turnover of 9.55 million yuan [2] - Zhengzhong Design (002811) closed at 13.64, down 2.43% with a trading volume of 167,100 shares and a turnover of 230 million yuan [2] - Hainan Development (002163) closed at 10.65, down 1.84% with a trading volume of 290,800 shares and a turnover of 313 million yuan [2] Capital Flow Analysis - The decoration and renovation sector saw a net inflow of 129 million yuan from institutional investors, while retail investors experienced a net outflow of 1.03 billion yuan [2] - Major stocks like Quan Zhu Co., Ltd. had a net inflow of 24.6 million yuan from institutional investors, but a net outflow of 140 million yuan from retail investors [3] - Hao Er Sai experienced a net inflow of 34.55 million yuan from institutional investors, while retail investors had a net outflow of 40.38 million yuan [3]

Market Overview - The decoration and renovation sector increased by 1.75% on October 23, with Guangtian Group leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Key Stocks Performance - Guangtian Group (002482) saw a significant rise of 10.05%, closing at 2.08 with a trading volume of 818,300 shares and a turnover of 170 million [1] - Other notable performers included ST Keli Da (603828) with a 5.06% increase, closing at 6.02, and ST Dongyi (002713) with a 5.02% increase, closing at 9.42 [1] - The overall trading volume and turnover for various stocks in the sector were substantial, with ST Keli Da achieving a turnover of approximately 55.18 million [1] Fund Flow Analysis - The decoration and renovation sector experienced a net outflow of 24.44 million from institutional investors, while retail investors saw a net inflow of 5.40 million [2] - The main stocks with significant fund flows included Guangtian Group, which had a net inflow of 35.03 million from institutional investors, but a net outflow from retail investors [3] - Other stocks like Jin Tanglang (002081) and ST Ruihe (002620) also showed mixed fund flow patterns, with varying degrees of net inflow and outflow from different investor categories [3]

Market Overview - The decoration and renovation sector experienced a decline of 0.6% on October 22, with Zhongtian Jingzhuang leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Notable gainers in the decoration sector included: - ST Keli Da (603828) with a closing price of 5.73, up 4.95% [1] - Kexin Development (600234) at 12.74, up 2.91% [1] - ST Dongyi (002713) at 8.97, up 2.51% [1] - Major decliners included: - Zhongtian Jingzhuang (002989) at 26.49, down 4.13% [2] - Hainan Development (002163) at 10.74, down 3.50% [2] - Jianghe Group (601886) at 7.62, down 3.18% [2] Capital Flow - The decoration sector saw a net outflow of 150 million yuan from institutional investors, while retail investors contributed a net inflow of 140 million yuan [2] - The detailed capital flow for selected stocks showed: - Zhengzhong Design (002811) had a net inflow of 25.23 million yuan from institutional investors [3] - De Cai Co. (605287) saw a net inflow of 10.61 million yuan from institutional investors [3] - Jianghe Group (601886) experienced a net outflow of 0.96 million yuan from institutional investors [3]

Core Viewpoint - Matrix Co., Ltd. experienced a significant increase in stock price by 4.84% with a trading volume turnover rate of 43.79%, indicating strong market interest and activity [2] Trading Activity - The total transaction amount for Matrix Co. reached 548 million yuan, with a price fluctuation of 14.68% during the trading day [2] - Institutional investors net bought 15.78 million yuan, while brokerage seats collectively net sold 8.15 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange's daily trading information due to its high turnover rate [2] Institutional Participation - The top five trading departments accounted for a total transaction of 123 million yuan, with a buying amount of 65.50 million yuan and a selling amount of 57.87 million yuan, resulting in a net buying of 7.63 million yuan [2] - Five institutional specialized seats were involved in the trading, with total buying amounting to 60.08 million yuan and selling amounting to 44.29 million yuan, leading to a net buying of 15.78 million yuan [2] Recent Performance - Over the past six months, Matrix Co. has appeared on the trading leaderboard five times, with an average price increase of 4.68% the day after being listed and an average increase of 12.89% over the following five days [2] Capital Flow - The stock saw a net inflow of 21.15 million yuan from major funds, including a net inflow of 12.24 million yuan from large orders and 8.91 million yuan from significant orders [2] - In the last five days, the net inflow of major funds totaled 130 million yuan [2]

Core Viewpoint - Mingdiao Co., Ltd. experienced a stock price increase of 2.18% on October 21, closing at 17.31 yuan, with two block trades totaling 286,900 shares and a transaction value of 4.52 million yuan [1]. Trading Activity - The first block trade occurred at a price of 15.25 yuan for 143,000 shares, amounting to 2.18 million yuan, with a discount rate of -11.90%. The buyer was an institutional account, while the seller was China Post Securities Co., Ltd. Guangdong Branch [1]. - The second block trade was executed at a price of 16.26 yuan for 143,900 shares, totaling 2.34 million yuan, with a discount rate of -6.07%. The buyer was Western Securities Co., Ltd. Xi'an Dongdajie Securities Branch, and the seller was also China Post Securities Co., Ltd. Guangdong Branch [1]. Recent Performance - Over the past three months, Mingdiao Co., Ltd. has recorded two block trades with a total transaction value of 4.52 million yuan. In the last five trading days, the stock has risen by 3.59%, while the net outflow of main funds amounted to 7.97 million yuan [1].

Market Performance - The decoration and renovation sector increased by 2.7% compared to the previous trading day, with Haoer Sai leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Stock Highlights - Haoer Sai (002963) closed at 16.96, with a rise of 6.47% and a trading volume of 97,200 shares, amounting to 161 million yuan [1] - De Cai Co., Ltd. (605287) saw a closing price of 27.25, up 5.95%, with a trading volume of 42,600 shares, totaling 113 million yuan [1] - Other notable stocks include Ya Zhi Co., Ltd. (002375) with a 5.85% increase, and ST Dongyi (002713) with a 4.92% rise [1] Capital Flow Analysis - The decoration and renovation sector experienced a net outflow of 49.29 million yuan from institutional investors, while retail investors saw a net inflow of 63.95 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Jin Tanglang (002081) had a net inflow of 11.93 million yuan from institutional investors, while it faced a net outflow of 12.39 million yuan from retail investors [3] - Ya Xia Co., Ltd. (002375) also saw a net inflow of 11.65 million yuan from institutional investors, indicating strong institutional interest despite retail outflows [3] - The overall trend shows that while some stocks attract institutional investment, others are experiencing significant retail selling pressure [3]

Market Overview - The decoration and renovation sector increased by 0.74% compared to the previous trading day, with *ST Dongyi leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Stock Performance - The top-performing stocks in the decoration and renovation sector included: - *ST Dongyi: Closed at 8.34, up 5.04% with a trading volume of 180,700 shares and a turnover of 151 million yuan [1] - *ST Zhongzhuang: Closed at 3.70, up 4.52% with a trading volume of 231,400 shares and a turnover of 84.8 million yuan [1] - *ST Jianyi: Closed at 10.13, up 4.11% with a trading volume of 55,200 shares and a turnover of 56.1 million yuan [1] Capital Flow - The decoration and renovation sector experienced a net outflow of 76.68 million yuan from institutional investors, while retail investors saw a net inflow of 138 million yuan [2] - The capital flow for specific stocks showed: - *ST Zhongzhuang had a net inflow of 14.56 million yuan from institutional investors [3] - Jin Tanglong saw a net inflow of 10.21 million yuan from institutional investors [3] - Yaxia Co. had a net inflow of 4.51 million yuan from institutional investors [3]

Core Viewpoint - *ST Dongyi has experienced significant stock price increases, achieving a cumulative rise of 61.32% over the past 10 trading days, with 9 of those days resulting in price limits being hit [2] Trading Performance - The stock recorded a trading volume of 6.1227 million shares and a transaction amount of 51.0633 million yuan on the latest trading day, with a turnover rate of 1.49% [2] - The total market capitalization of the stock reached 3.499 billion yuan, while the circulating market capitalization was 3.432 billion yuan [2] Institutional Activity - The stock has appeared on the龙虎榜 (Dragon and Tiger List) three times due to a cumulative price deviation of 12% over three consecutive trading days [2] - Institutional investors net sold 2.7362 million yuan, while other trading seats collectively net bought 3.3769 million yuan [2] Company Background - Dongyi Risheng Home Decoration Group Co., Ltd. was established on November 28, 1996, with a registered capital of 419.53698 million yuan [2] Recent Stock Performance - The stock's daily price changes and turnover rates over the past trading days are as follows: - October 17, 2025: +3.93% with a turnover rate of 26.17% and a net outflow of 114.1246 million yuan - October 16, 2025: +4.95% with a turnover rate of 0.12% and a net inflow of 2.8487 million yuan - October 15, 2025: +5.05% with a turnover rate of 0.34% and a net inflow of 6.0594 million yuan - October 14, 2025: +5.00% with a turnover rate of 14.09% and a net outflow of 41.0184 million yuan - October 13, 2025: +4.93% with a turnover rate of 0.63% and a net inflow of 6.6948 million yuan - October 10, 2025: +5.01% with a turnover rate of 0.27% and a net inflow of 1.8499 million yuan - October 9, 2025: +5.09% with a turnover rate of 0.28% and a net inflow of 1.5583 million yuan - September 30, 2025: +4.97% with a turnover rate of 0.67% and a net inflow of 3.2926 million yuan - September 29, 2025: +5.03% with a turnover rate of 0.75% and a net inflow of 6.3731 million yuan - September 26, 2025: -0.77% with a turnover rate of 2.22% and a net outflow of 2.8941 million yuan [2]