10月10日，美新科技跌1.92%，成交额2791.72万元，换手率1.84%，总市值24.26亿元。 异动分析 人民币贬值受益+粤港澳大湾区 1、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 2、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 来源：新浪证券-红岸工作室 区间今日近3日近5日近10日近20日主力净流入-49.29万390.12万382.45万-346.40万-1190.31万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额989.78万，占总成交额的5.49%。 技术面：筹码平均交易成本为20.58元 该股筹码平均交易成本为20.58元，近期筹码关注程度减弱；目前股价在压力位21.10和支撑位19.15之 间，可以做区间波段。 公司简介 资料显示，美新科技股份有限公司位于广东省惠州市惠东县大岭镇十二托乌塘地段，成立日期2004年6 月16日，上市日期2024年3月13日，公司主营业务涉及主要从事塑木复合材料及其制品的研发、生产和 销售。主营业务收入构成为：墙板55.3 ...

来源：新浪证券-红岸工作室 9月30日，美新科技涨0.15%，成交额4094.85万元，换手率2.69%，总市值24.51亿元。 异动分析 人民币贬值受益+粤港澳大湾区 1、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额987.46万，占总成交额的6.22%。 技术面：筹码平均交易成本为20.56元 该股筹码平均交易成本为20.56元，近期筹码减仓，但减仓程度减缓；目前股价靠近压力位21.10，谨防 压力位处回调，若突破压力位则可能会开启一波上涨行情。 公司简介 资料显示，美新科技股份有限公司位于广东省惠州市惠东县大岭镇十二托乌塘地段，成立日期2004年6 月16日，上市日期2024年3月13日，公司主营业务涉及主要从事塑木复合材料及其制品的研发、生产和 销售。主营业务收入构成为：墙板55.37%，户外地板44.17%，其他(补充)0.46%。 2、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入290.19万，占比0.07% ...

来源：新浪证券-红岸工作室 9月29日，美新科技涨3.88%，成交额4711.37万元，换手率3.13%，总市值24.47亿元。 异动分析 人民币贬值受益+粤港澳大湾区 1、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 2、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 技术面：筹码平均交易成本为20.54元 今日主力净流入181.79万，占比0.04%，行业排名14/75，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-2.03亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入181.79万-46.62万-386.57万-1533.84万-2716.61万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额750.16万，占总成交额的4.65%。 美新科技所属申万行业为：轻工制造-家居用品-瓷砖地板。所属概念板块包括：微盘股、节能环保、出 海概念、融资融券、一带一路等。 截至9月19日，美新科技股东户数7158.00，较上期减少8.45%；人均流 ...

资金分析 来源：新浪证券-红岸工作室 9月26日，美新科技跌1.20%，成交额2534.52万元，换手率1.72%，总市值23.56亿元。 异动分析 人民币贬值受益+粤港澳大湾区 1、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 2、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资料显示，美新科技股份有限公司位于广东省惠州市惠东县大岭镇十二托乌塘地段，成立日期2004年6 月16日，上市日期2024年3月13日，公司主营业务涉及主要从事塑木复合材料及其制品的研发、生产和 销售。主营业务收入构成为：墙板55.37%，户外地板44.17%，其他(补充)0.46%。 美新科技所属申万行业为：轻工制造-家居用品-瓷砖地板。所属概念板块包括：出海概念、微盘股、节 能环保、融资融券、一带一路等。 截至9月19日，美新科技股东户数7158.00，较上期减少8.45%；人均流通股10248股，较上期增加 9.23%。2025年1月-6月，美新科技实现营业收入4.46亿元，同比增长2.36%；归母净利润2234.89 ...

截至6月30日，蒙娜丽莎股东户数2.72万，较上期减少17.10%；人均流通股8076股，较上期增加 20.62%。2025年1月-6月，蒙娜丽莎实现营业收入19.15亿元，同比减少17.96%；归母净利润-566.82万 元，同比减少106.86%。 今年以来蒙娜丽莎已经1次登上龙虎榜，最近一次登上龙虎榜为1月13日。 资料显示，蒙娜丽莎集团股份有限公司位于广东省佛山市南海区西樵轻纺城工业园，成立日期1998年10 月20日，上市日期2017年12月19日，公司主营业务涉及高品质建筑陶瓷产品的研发、生产和销售。主营 业务收入构成为：瓷质有釉砖81.58%，陶瓷板、薄型陶瓷砖12.00%，非瓷质有釉砖3.69%，其他(补 充)1.23%，其他产品1.05%，瓷质无釉砖0.44%。 蒙娜丽莎所属申万行业为：轻工制造-家居用品-瓷砖地板。所属概念板块包括：智能家居、百度概念、 定制家居、小盘等。 9月26日，蒙娜丽莎盘中上涨2.05%，截至10:14，报17.39元/股，成交1.25亿元，换手率3.44%，总市值 71.09亿元。 资金流向方面，主力资金净流出235.07万元，特大单买入639.28万元，占比5. ...

来源：新浪证券-红岸工作室 9月24日，美新科技涨0.74%，成交额2734.44万元，换手率1.84%，总市值24.13亿元。 异动分析 人民币贬值受益+粤港澳大湾区 1、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 2、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 主力没有控盘，筹码分布非常分散，主力成交额1061.07万，占总成交额的4.45%。 技术面：筹码平均交易成本为20.54元 该股筹码平均交易成本为20.54元，近期筹码减仓，但减仓程度减缓；目前股价在压力位21.10和支撑位 19.15之间，可以做区间波段。 今日主力净流入-157.24万，占比0.06%，行业排名43/75，连续3日被主力资金减仓；所属行业主力净流 入-1.16亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-157.24万-389.10万-1061.07万-2075.60万-2678.01万 主力持仓 截至9月19日，美新科技股东户数7158.00，较上期减少8.45%；人均 ...

Core Viewpoint - The company, Meixin Technology, experienced a decline in stock price and trading volume, while benefiting from the depreciation of the RMB and its significant overseas revenue [1][2]. Company Overview - Meixin Technology Co., Ltd. is located in Huizhou, Guangdong Province, and was established on June 16, 2004. It was listed on March 13, 2024. The company specializes in the research, production, and sales of wood-plastic composite materials and products [3][6]. - The main revenue composition includes wall panels (55.37%), outdoor flooring (44.17%), and other products (0.46%) [6]. - As of September 10, the number of shareholders increased by 5.52% to 7,819, while the average circulating shares per person decreased by 5.23% to 9,382 shares [6]. Financial Performance - For the first half of 2025, Meixin Technology achieved operating revenue of 446 million yuan, representing a year-on-year growth of 2.36%. However, the net profit attributable to the parent company was 22.35 million yuan, a decrease of 33.34% year-on-year [6]. - The company has distributed a total of 39.23 million yuan in dividends since its A-share listing [7]. Market Activity - On September 22, the stock price of Meixin Technology fell by 3.33%, with a trading volume of 34.36 million yuan and a turnover rate of 2.26%. The total market capitalization is 2.446 billion yuan [1]. - The main capital flow showed a net outflow of 491,500 yuan today, with a ranking of 30 out of 75 in the industry. The main funds have been reducing their positions for three consecutive days [4]. Technical Analysis - The average trading cost of the stock is 20.61 yuan, with recent reductions in positions slowing down. The current stock price is near a resistance level of 21.10 yuan, indicating a potential for a pullback unless this resistance is broken, which could lead to an upward trend [5].

Group 1 - The core viewpoint of the news is that Meixin Technology's stock has experienced fluctuations, with a current price of 20.86 CNY per share and a market capitalization of 2.48 billion CNY [1] - As of September 10, the number of shareholders for Meixin Technology increased by 5.52% to 7,819, while the average circulating shares per person decreased by 5.23% to 9,382 shares [1] - The company reported a revenue of 446 million CNY for the first half of 2025, reflecting a year-on-year growth of 2.36%, but the net profit attributable to the parent company decreased by 33.34% to 22.35 million CNY [1] Group 2 - Meixin Technology's main business involves the research, production, and sales of wood-plastic composite materials, with revenue composition being 55.37% from wall panels and 44.17% from outdoor flooring [1] - Since its A-share listing, Meixin Technology has distributed a total of 39.23 million CNY in dividends [2] - The company is categorized under the light industry manufacturing sector, specifically in home products related to tiles and flooring, and is associated with concepts such as the Belt and Road Initiative and energy conservation [1]

9月18日，东鹏控股盘中下跌2.07%，截至13:47，报7.10元/股，成交5274.22万元，换手率0.65%，总市 值82.15亿元。 资金流向方面，主力资金净流出137.14万元，特大单买入157.15万元，占比2.98%，卖出164.77万元，占 比3.12%；大单买入475.95万元，占比9.02%，卖出605.46万元，占比11.48%。 东鹏控股今年以来股价涨11.51%，近5个交易日跌0.98%，近20日涨12.52%，近60日涨24.78%。 今年以来东鹏控股已经1次登上龙虎榜，最近一次登上龙虎榜为8月28日，当日龙虎榜净买入349.19万 元；买入总计7732.71万元 ，占总成交额比15.82%；卖出总计7383.52万元 ，占总成交额比15.11%。 分红方面，东鹏控股A股上市后累计派现13.31亿元。近三年，累计派现7.44亿元。 机构持仓方面，截止2025年6月30日，东鹏控股十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股2339.87万股，相比上期增加438.28万股。 责任编辑：小浪快报 资料显示，广东东鹏控股股份有限公司位于广东省佛山市禅城区季华西路127号 ...

Group 1: Real Estate Market Overview - The domestic real estate market continues to face pressure in the first half of 2025, with residential investment at 3.58 trillion yuan, a year-on-year decline of 10.4% [1] - New residential construction area decreased by 19.6% to 22.3 million square meters, while completed residential area fell by 15.5% to 16.3 million square meters [1] - Residential sales area declined by 3.7%, with new commodity housing sales amounting to 442 billion yuan, down 5.5% [1] Group 2: Home Furnishing Industry Impact - The home furnishing industry is inevitably affected by the downturn in real estate, although the implementation of trade-in subsidies for durable consumer goods since Q4 2024 has somewhat mitigated the decline [1] - In the first half of 2025, the total revenue of furniture manufacturing enterprises above designated size was 302.39 billion yuan, a decrease of 4.9%, while total profit dropped by 23.1% to 10.64 billion yuan [1] Group 3: Tile and Flooring Companies Performance - A total of 12 listed tile and flooring companies reported a combined revenue of 13.072 billion yuan, down 6.6% year-on-year, with a total net profit of 309 million yuan compared to 397 million yuan in the same period of 2024 [2] - Approximately 50% of the companies, including Daya Saint and Mona Lisa, experienced declines in both revenue and net profit [2] Group 4: Revenue and Profit Analysis - Dongpeng Holdings led with a revenue of 2.934 billion yuan, 1.4 times that of Daya Saint, while Filinger achieved a revenue growth of 13.8% to 136 million yuan [5] - Tianzhen's revenue surged by 154.0%, driven by strong overseas demand for its PVC composite flooring [5] - The highest revenue decline was seen in Del Future, with a 23.1% drop, and its related costs also decreased significantly [6] Group 5: Cost Control and Efficiency - About two-thirds of the tile and flooring companies saw a decrease in operating costs, with Daya Saint's cost reduction exceeding its revenue decline [6] - Filinger's operating cost increased by 28.1% despite revenue growth, leading to a high operating cost ratio of 98.0% [6] - Sales expense ratios varied, with Yueshin Health having the highest at 14.4%, while Dongpeng and Daya Saint followed closely [8] Group 6: Research and Development Investment - R&D expense ratios for tile and flooring companies generally ranged from 2% to 3%, with Filinger leading at 4.3% [9] - Over 64% of companies saw a decline in R&D expense ratios, while Tianan New Materials and Meixin Technology increased their investments [9] Group 7: Profitability and Cash Flow - Dongpeng Holdings reported a net profit of approximately 219 million yuan, a slight increase of 3.8%, while other companies collectively reported a net profit/loss of less than 100 million yuan [11] - About 41.6% of companies experienced negative cash flow from operating activities, with Dongpeng's cash flow increasing by 93.0% to 437 million yuan [14] Group 8: Accounts Receivable and Inventory Management - Daya Saint's accounts receivable turnover days were notably high at 131 days, with inventory turnover days at 217 days [17] - Filinger's accounts receivable turnover days increased significantly from 15 to 54 days, indicating potential collection issues [17] - Ailijia's inventory turnover days rose by 43.2% to 121 days, reflecting increased raw material stock to mitigate price volatility risks [17]