卫浴及厨房产品整组龙头及部品部件

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每周股票复盘:海鸥住工(002084)越南工厂发展及中美贸易战应对
Sou Hu Cai Jing· 2025-06-07 03:33
截至2025年6月6日收盘,海鸥住工(002084)报收于3.54元,较上周的3.48元上涨1.72%。本周,海鸥 住工6月5日盘中最高价报3.59元。6月3日盘中最低价报3.43元。海鸥住工当前最新总市值22.87亿元,在 家居用品板块市值排名57/70,在两市A股市值排名4756/5148。 问:中美贸易战对公司的影响答:公司主营业务聚焦在卫浴及厨房产品整组龙头及部品部件的制造服务 与销售,其中出口美国业务占整体营收约为 30%。为应对 2018 年以来中美贸易摩擦带来的持续影响, 公司已于2019 年着手在越南建立水龙头生产基地,并于 2022 年开始出货,该布局有助于公司更好地应 对中美贸易摩擦带来的潜在风险。 公司公告汇总 关于回购公司股份的进展公告 广州海鸥住宅工业股份有限公司于2025年2月13日召开第八届董事会第二次临时会议审议通过了《关于 回购公司股份的方案》,同意公司拟以不低于人民币2000万元(含)且不超过人民币4000万元(含)的 自有资金及股票回购专项贷款,以不超过4.34元/股的价格回购公司已发行的人民币普通股(A股)股 票,回购实施期限为自公司董事会审议通过回购股份方案之日起十二 ...
海鸥住工(002084) - 2025年5月22日投资者关系活动记录表
2025-05-22 12:38
Group 1: Company Performance - In 2024, the company achieved operating revenue of 285,395.75 million yuan, a decrease of 1.73% compared to 290,405.61 million yuan in the previous year [1] - The net profit attributable to shareholders was -12,381.20 million yuan, an improvement of 46.75% from -23,252.91 million yuan in the previous year [1] Group 2: Strategic Initiatives - The company adopted a dual circulation strategy focusing on both external sales and domestic demand to adapt to market changes and the trend of de-globalization [1] - The company is enhancing cooperation with key international clients and accelerating the development of the "Belt and Road" international market [1] Group 3: Manufacturing and Quality Improvement - The company is building a comprehensive manufacturing service capability in Vietnam, which is crucial for the "Belt and Road" initiative and the ASEAN market [1] - The Vietnam factory has achieved several certifications, including SA8000 and ISO17025, and is working on enhancing its mold design and manufacturing capabilities [1] Group 4: Impact of Trade Relations - Approximately 30% of the company's revenue comes from exports to the United States, making it vulnerable to U.S.-China trade tensions [3] - The company has established a production base in Vietnam to mitigate risks from trade disputes and is actively exploring European and other overseas markets [3] Group 5: Smart Home Business Development - The smart home segment operates independently under Zhuhai Edison, focusing on R&D and production of smart control and IoT products [4] - Zhuhai Edison has obtained over 30 patents and multiple international certifications, enhancing its market presence in developed countries [4]