红星美凯龙（601828）(01528)公布，公司A股股票价格于2025年12月8日、12月9日、12月10日连续三个 交易日内日收盘价格涨幅偏离值累计达到20%。根据《上海证券交易所交易规则》的相关规定，属于股 票交易异常波动情形。 公司2024年年度营业收入78.2亿元，比上年同期减少32.08%，归属于上市公司股东的净利润-29.8亿元， 基本每股收益-0.69元/股。公司2025年前三季度营业收入49.7亿元，比上年同期减少18.62%，归属于上 市公司股东的净利润-31.4亿元，基本每股收益-0.72元/股。 公司董事会确认，截至目前，公司没有任何根据上海证券交易所《股票上市规则》等有关规定应予以披 露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等，董事会也未获悉公司有根据《股票上 市规则》等有关规定应披露而未披露的、对公司股票及其衍生品种交易价格产生较大影响的信息;公司 前期披露的信息不存在需要更正、补充之处。 ...

海外監管公告 本公告乃由紅星美凱龍家居集團股份有限公司（「本公司」）根據香港聯 合交易所有限公司證券上市規則第13.10B條 作 出。 以下為本公司於上海證券交易所網站刊發之《紅 星 美 凱 龍 家 居 集 團 股 份 有 限 公 司 股 票 交 易 異 常 波 動 公 告》，僅 供 參 閱。 承董事會命 紅星美凱龍家居集團股份有限公司 李玉鵬 董事長 香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 的 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全 部 或 任 何 部 分 內 容 而 產 生 或 因 依 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 Red Star Macalline Group Corporation Ltd. 紅星美凱龍家居集團股份有限公司 （一 家 於 中 華 人 民 共 和 國 註 冊 成 立 的 中 外 合 資 股 份 有 限 公 司） （股 份 代 號：1528） 中 國 上 海，2025 ...

红星美凯龙家居集团股份有限公司 证券代码：601828 证券简称：美凯龙 公告编号：2025-089 红星美凯龙家居集团股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 红星美凯龙家居集团股份有限公司（以下简称"公司"）股票价格于 2025 年 12 月 8 日、12 月 9 日、12 月 10 日连续三个交易日内日收盘价格涨幅偏离值 累计达到 20%。根据上海证券交易所的相关规定，属于股票交易异常波动情形。 公司 2024 年年度营业收入 78.2 亿元，比上年同期减少 32.08%，归属于 上市公司股东的净利润-29.8 亿元，基本每股收益-0.69 元/股。公司 2025 年前三 季度营业收入 49.7 亿元，比上年同期减少 18.62%，归属于上市公司股东的净利 润-31.4 亿元，基本每股收益-0.72 元/股。 公司股价短期涨幅较大，经营情况未发生重大变化，敬请广大投资者注 意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票价格于 2025 年 12 ...

Core Viewpoint - The company announced an abnormal stock price fluctuation with a cumulative increase of 20% over three consecutive trading days from December 8 to 10, 2025, while confirming normal business operations and no undisclosed significant information [1] Financial Performance - The company's revenue for 2024 is projected to be 7.82 billion yuan, representing a year-on-year decline of 32.08% [1] - The net profit for 2024 is expected to be -2.98 billion yuan [1] - For the first three quarters of 2025, the company reported revenue of 4.97 billion yuan, a year-on-year decrease of 18.62% [1] - The net profit for the first three quarters of 2025 is projected to be -3.14 billion yuan [1] Shareholder Actions - A major shareholder, Hangzhou Haoyue, has a plan to reduce its holdings, although the reduction has not yet commenced [1] Investor Advisory - The company has reminded investors to be cautious regarding trading and the risk of performance losses [1]

格隆汇12月10日丨美凯龙(601828.SH)公布，公司股票价格于2025年12月8日、12月9日、12月10日连续 三个交易日内日收盘价格涨幅偏离值累计达到20%。根据上海证券交易所的相关规定，属于股票交易异 常波动情形。经公司自查并向公司控股股东及其一致行动人发函核实确认，截至本公告披露日，不存在 应披露而未披露的重大信息。 ...

美凯龙公告称，公司股票于2025年12月8 - 10日连续三个交易日收盘价格涨幅偏离值累计达20%，属异 常波动。经自查，公司经营正常，无应披露未披露重大信息。2024年营收78.2亿元，同比降32.08%，净 利润 - 29.8亿元；2025年前三季度营收49.7亿元，同比降18.62%，净利润 - 31.4亿元。此外，持股5%以 上股东杭州灏月有减持计划，尚未开始减持。公司提醒投资者注意交易和业绩亏损风险。 ...

Group 1 - The general retail sector increased by 2.79% compared to the previous trading day, with Yonghui Supermarket leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3900.5, down 0.23%, while the Shenzhen Component Index closed at 13316.42, up 0.29% [1] - Notable gainers in the general retail sector included Yonghui Supermarket, which rose by 10.11% to a closing price of 5.23, and Central Plaza, which increased by 10.10% to 4.47 [1] Group 2 - The general retail sector saw a net inflow of 1.007 billion yuan from main funds, while retail funds experienced a net outflow of 699 million yuan and individual investors saw a net outflow of 308 million yuan [2] - The trading volume for Yonghui Supermarket was 2.7269 million hands, with a transaction amount of 1.426 billion yuan [1][2] - Other significant stocks in the sector included Meikailong, which rose by 10.04% to a closing price of 3.07, and Maoye Commercial, which increased by 10.03% to 7.13 [1]

沪指12月10日下跌0.23%，申万所属行业中，今日上涨的有26个，涨幅居前的行业为房地产、商贸零 售，涨幅分别为2.53%、1.97%。商贸零售行业位居今日涨幅榜第二。跌幅居前的行业为银行、电力设 备，跌幅分别为1.58%、0.87%。 资金面上看，两市主力资金全天净流出275.47亿元，今日有10个行业主力资金净流入，房地产行业主力 资金净流入规模居首，该行业今日上涨2.53%，全天净流入资金19.65亿元，其次是商贸零售行业，日涨 幅为1.97%，净流入资金为13.07亿元。 | 603682 | 锦和商管 | -0.59 | 5.91 | -210.56 | | --- | --- | --- | --- | --- | | 002315 | 焦点科技 | 0.44 | 1.53 | -236.82 | | 600605 | 汇通能源 | -1.20 | 0.55 | -248.84 | | 002561 | 徐家汇 | 0.33 | 4.16 | -271.57 | | 300022 | 吉峰科技 | 0.74 | 1.41 | -337.94 | | 300792 | 壹网壹创 | -0.04 | ...

Core Insights - The retail and chain sectors are leading the A-share market, with several stocks hitting the daily limit up, indicating strong market performance [1][2] - The National Retail Industry Innovation Development Conference was held in Beijing from December 9 to 10, highlighting the government's focus on the retail sector as a key driver for domestic demand and economic circulation [1][2] Industry Summary - The Ministry of Commerce's Deputy Minister, Sheng Qiuping, emphasized the importance of the retail industry during the "14th Five-Year Plan" period, aiming for a shift towards quality-driven and service-driven growth for high-quality development [1][2] - Current challenges in the retail sector include improving store layout, supply-demand matching, and balancing online and offline operations [1][2] - The government encourages learning from successful companies like Pang Donglai to accelerate transformation and enhancement within the industry [1][2] - There is a strong emphasis on tapping into lower-tier markets and developing new business models and scenarios to stimulate consumer potential [1][2] - The integration of online and offline channels is encouraged to enhance mutual benefits, data sharing, and supply chain collaboration, aiming for deep integration and win-win outcomes [1][2] - The government aims to play a better role in creating a fair competitive environment in the market while allowing market forces to play a decisive role in resource allocation [1][2]

Market Overview - On December 10, 2025, the A-share market experienced a downturn, with the Shanghai Composite Index falling by 0.72%, the Shenzhen Component Index down by 0.56%, and the ChiNext Index declining by 1.23% [1] - The total market turnover was 1.15 trillion yuan, a decrease of over 100 billion yuan compared to the previous trading day, indicating cautious market sentiment and reduced active investment momentum [1] - There was significant sector divergence, with regional and consumer themes performing well, while previously high-performing sectors like PCB and photovoltaic saw notable adjustments [1] "Bull Stocks" Performance - Six "bull stocks" emerged as market highlights, successfully closing at their daily limit despite the overall market decline, suggesting potential for becoming future market focal points [2] Common Characteristics of "Bull Stocks" - The six companies share key common traits that may indicate underlying investment trends in the current market environment [3] Focus on "Cross-Strait" Themes - Three companies, Xinlong Health, Xinhao Co., and Huiquan Beer, are closely linked to the "Cross-Strait" concept, reflecting market expectations for the development of cross-strait relations and regional economic integration [4] State-Owned Enterprise Reform and Local State Capital - Meikailong's controlling entity has changed to the Xiamen State-owned Assets Supervision and Administration Commission, and Huiquan Beer is ultimately controlled by Beijing State Capital, highlighting the appeal of state-owned enterprises amid ongoing reforms [5] Industrial Upgrading and New Productive Forces - Companies like Yueling Co. and Tiantong Co. are involved in high-end manufacturing, semiconductors, and commercial aerospace, indicating a shift towards industries representing "new productive forces" [6] Individual Company Analysis 1. **Xinlong Health (002105)** - Core drivers include the "Cross-Strait" theme and expectations for its smart rehabilitation equipment, with revenue of approximately 2.35 billion yuan and a net profit of about 180 million yuan for the first three quarters of 2025 [7][8] - The company has a strong market position in bicycle parts, but faces risks related to its smart rehabilitation products still being in the research phase [9] 2. **Yueling Co. (002725)** - The focus is on its stake in Zhongshi Guangxin's optical chip assets, with revenue of about 700 million yuan and a net profit of approximately 30 million yuan for the first three quarters of 2025 [10][11] - The optical chip business is not consolidated into the listed company, posing risks to its direct contribution to earnings [11] 3. **Xinhao Co. (003016)** - The company turned a profit in 2025, with revenue of 1.055 billion yuan and a net profit of approximately 10.4 million yuan, indicating a recovery trend [12][13] - The apparel industry faces intense competition, and the sustainability of its profit growth remains uncertain [13] 4. **Tiantong Co. (600330)** - The company operates in commercial aerospace and high-end materials, with revenue of about 3.2 billion yuan and a net profit of approximately 350 million yuan for the first three quarters of 2025 [14][15] - Concerns exist regarding its diverse business segments and the time required for new projects to yield results [15][16] 5. **Meikailong (601828)** - The entry of Xiamen State Capital is a significant highlight, with revenue of about 8.5 billion yuan and ongoing pressure on net profit due to the real estate sector [17] - The company is undergoing transformation into a multi-format retail model, but faces challenges related to the housing market [17] 6. **Huiquan Beer (600573)** - The company reported revenue of approximately 1.5 billion yuan and a net profit of about 98.56 million yuan, with a notable growth rate of 23.7% [18][19] - It faces competition from larger national brands, and the sustainability of its growth is under scrutiny [19]