以上内容基于公开资料整理，不构成投资建议。 股东户数较上期减少25%至7997户，机构持仓出现变动，如香港中央结算有限公司持股微降，天弘创新 成长等基金新进十大流通股东。 行业政策与环境 行业层面，公司属机械设备-专用设备板块，概念涉及环球影城、养老金等，需关注板块整体走势及政 策影响。目前公开信息未提及浩洋股份近期有重大事件(如业绩发布、并购等)公告。 业绩经营情况 财务方面，截至2025年9月30日，公司前三季度营业收入8.01亿元，同比下降15.36%，归母净利润1.34 亿元，同比下降48.04%。 机构持仓分析 经济观察网浩洋股份（300833）近期股价波动和资金流向值得关注。当日该股下跌2.07%，报收44.38 元/股，主力资金净流出158.92万元，成交额为1578.89万元。今年以来股价累计上涨9.10%，但近5个交 易日下跌1.38%，显示短期波动较大。 ...

技术赋能产能出海，业绩增长可期 2025 年公司前三季度计划通过推出有竞争力的产品来提升市场份额，持续加大研发投入，增强公司核 心竞争力。2024 年公司收购丹麦SGM 公司的资产，相继在丹麦、美国成立子公司以整合海外技术资源 及产能，并利用该部分产能来支援美国市场，缓解美国市场关税压力，同时未来随着美国市场的贸易环 境趋于稳定，产业链对美国市场已形成以下共识：1）贸易摩擦带来的成本压力最终将向下游传导；2） 无论是ODM 客户还是OBM 经销商，相较于其他行业，对上游价格上涨的敏感度相对较低；3）下游终 端市场对价格波动的实际承受能力，比预期更具弹性与韧性，反映出公司在美国市场的修复具备可持续 性。 2025 年SGM 品牌已逐步推出可同时适用于演艺与建筑两大场景的新品，市场反馈积极，未来随着其经 营状况进一步好转，有望成为公司新的业绩增长点。 全球演唱会需求持续攀升，市场规模稳步扩容 全球演唱会需求量正处于稳定增长阶段。如今观众追求个性化体验，愿意为高级门票、VIP 套餐和独家 周边买单，加上音乐节兴起、流媒体普及的助推，需求从单纯的观看向深度参与升级，观众对现场娱乐 的需求持续增长，驱动演唱会市场稳步扩 ...

Core Viewpoint - Guangdong enterprises are enhancing R&D innovation and pursuing product differentiation and high-end strategies, leveraging core technologies and brand value to build competitive advantages and achieve steady growth [1][5]. Economic Growth and Projections - Guangdong's economy is expected to grow steadily, with the GDP projected to reach 14.58 trillion yuan and total imports and exports to exceed 9 trillion yuan by 2026 [1]. - In 2025, Guangdong is anticipated to register 3.2 million new business entities, bringing the total to 20.377 million, and cultivate 47 national manufacturing champions and 688 specialized "little giant" enterprises [1]. Role of Private Enterprises - Private enterprises in Guangdong are experiencing vibrant growth, transitioning from "manufacturing" to "intelligent manufacturing" and viewing international expansion as a key strategy for enhancing competitiveness [1][5]. - The Guangdong private economy is one of the most active in China, with discussions at the provincial meetings focusing on its development challenges and opportunities [5]. Challenges and Recommendations for Private Enterprises - Current challenges for private enterprises include increased compliance costs and operational risks due to geopolitical factors and trade barriers [5]. - Recommendations for addressing these challenges include strengthening policy implementation, optimizing the business environment, increasing credit support for SMEs, boosting market demand, and establishing overseas service systems [6]. Foreign Trade Performance - Guangdong's foreign trade is resilient, with a projected import and export value of 9.49 trillion yuan in 2025, marking a 4.4% year-on-year increase and accounting for 20.9% of the national total [8]. - The province's foreign trade growth is attributed to a diversified market approach and support for high-end manufacturing and technological innovation [8][9]. Importance of R&D and Market Diversification - Private enterprises play a crucial role in maintaining stable orders and expanding markets, with many focusing on R&D and innovation to seek new growth opportunities [9][10]. - Companies like Haoyang Electronics emphasize the importance of deepening market diversification and enhancing product intelligence and sustainability to meet global standards [10]. Guangdong's Industrial Advantages - The Guangdong-Hong Kong-Macao Greater Bay Area offers significant advantages in industrial and supply chains, facilitating efficient production and logistics [11]. - The region's complete industrial chain and supportive innovation ecosystem enable rapid completion of core component procurement and production [11]. Brand Development Strategies - To enhance Guangdong's brand recognition, companies should focus on product quality, innovation, and cultural output, leveraging platforms like trade fairs for international engagement [12][13]. - Successful examples include Haoyang Electronics, which integrates cultural elements into its products to showcase Chinese manufacturing aesthetics globally [13].

"大家闻一下这个菇，味道很香！"广东省人大代表贺爱兰一边推介韶关的井水菌菇，一边表示，这是 在"百千万工程"牵引下，由企业、高校与村集体三方合力培育的成果。 除了特色乡村"广货"，代表们还推荐了一系列"广东智造"的广货，包括"广东造"的灯光产品、被称 为"电子工业大米"的多层片式陶瓷电容器等。 从上世纪80年代的"珠江水、广东粮、岭南衣、粤家电"，到如今的机器人、无人机、新能源汽车，"广 货"一直备受市场青睐。这些"广货"不仅是单一的商品，代表广东各地丰富的产业链，更是中国民营经 济活力、韧性与创新的集中体现。 广东是民营经济大省，也是全国民营经济最为活跃的地区之一。在2026年广东省两会上，代表委员们重 点就民营经济的发展展开讨论并提出建议。 广东省政协委员、广东省工商联（总商会）副会长彭晋谦在接受21世纪经济报道记者采访时表示，当前 民企发展仍面临不少现实挑战：一是，经营成本刚性上升，原材料、用工、物流等成本叠加，部分小微 企业利润空间被挤压；二是，融资难题仍未根本破解，融资难、融资贵、中长期融资占比偏低的问题， 仍是制约民企扩大再生产和创新的关键；三是，市场需求恢复不及预期，部分行业订单不足，同质化竞 ...

Group 1: Industry Overview - The light industry and beauty sector is expected to stabilize and improve due to the dual drivers of domestic demand policies and steady export growth [3] - The "14th Five-Year Plan" marks a year of enhanced domestic demand policies, coupled with consumers' increasing pursuit of high-quality living, creating significant growth opportunities for the industry [3] - The penetration rate of cross-border e-commerce has ample room for improvement, and the recovery of international relations and demand from emerging markets will further drive market expansion [3] Group 2: Beauty Sector - The cosmetics market is projected to grow steadily, with the skincare segment being the largest, reaching a market size of 4,619 billion yuan in 2024, and expected to grow at a CAGR of 8.6% from 2024 to 2029 [19] - The high-end cosmetics market is rapidly expanding, with the market size for high-end skincare products increasing from 749 billion yuan in 2019 to 1,144 billion yuan in 2024, reflecting a CAGR of 8.84% [19] - Key companies in the beauty sector include: - **Mao Geping**: Revenue reached 25.88 billion yuan in H1 2025, with a growth rate of 31.28% [23] - **Lin Qingxuan**: Revenue grew to 10.52 billion yuan in H1 2025, marking a 98.28% increase [27] - **Marubi**: Revenue is expected to reach 29.70 billion yuan in 2024, recovering from previous declines [32] Group 3: Medical Aesthetics - The medical aesthetics sector is facing short-term pressure due to cautious consumer spending, but the long-term growth potential remains strong, with a projected CAGR of 10%-15% from 2024 to 2027 [36] - The market penetration rate for medical aesthetics in China is currently at 4-5%, indicating a growth potential of 2-5 times compared to countries like the US and South Korea [36] - Key companies in the medical aesthetics sector include: - **Jinbo Biological**: Achieved revenue of 12.96 billion yuan in Q1-Q3 2025, with a year-on-year growth of 31.10% [45] Group 4: Daily Chemicals - The daily chemical industry is benefiting from domestic demand policies, with local brands poised to capture market share [49] - Companies such as **Dengkang Oral Care** and **Runben** are highlighted for their strong market positions and growth potential [51][55] - **Shanghai Jahwa** has shown significant growth, with revenue reaching 49.61 billion yuan in Q1-Q3 2025, reflecting a 10.83% increase [59] Group 5: Home Furnishing - The home furnishing sector is under pressure due to weak real estate sales, with a 15% decline in residential investment in 2025 [65] - National subsidies for home appliances and furnishings have provided some support, but the long-term effects are limited [65] - Leading companies such as **Oppein Home** and **Kuka Home** are noted for their strong channel capabilities and multi-category layouts [65]

Group 1 - The company, Haoyang Co., announced the granting of four invention patents by the European Patent Office and the National Intellectual Property Administration of China [1] - The patents include "A transport device convenient for storage" and "An adjustable cutting module and stage light with it" [1] Group 2 - The iMaotai App saw a surge in popularity, reaching the top of the Apple shopping chart, with 100,000 users placing orders for the product [1] - The product, priced at 1499 yuan, sold out quickly, with 1000 boxes being sold in a short time due to promotional efforts by distributors [1]

证券代码：300833 证券简称：浩洋股份 公告编号：2026-001 广州市浩洋电子股份有限公司（以下简称"公司"）及其子公司近日有 4 项发明专利被授予专利权，并取得了欧洲专利局和中国国家知识产权局颁发的相 关专利证书，具体情况如下： 广州市浩洋电子股份有限公司 关于取得发明专利的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特此公告。 广州市浩洋电子股份有限公司 董事会 2026 年 1 月 5 日 | 序 | | | | | | | 专 | | 申请国 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 专利名称 | 专利申 | 授权公 | | 专利号 | 权利人 | 利 | 保护期 | 家（地 | | | | 请日 | 告日 | | | | 类 | 限 | | | | | | | | | | | | 区） | | | | | | | | | 型 | | | | | 一种便于收纳的运输 | 2020 年 | 2025 年 | | | 广州市智 | 发 | | ...

Core Viewpoint - Haoyang Co., Ltd. announced the approval of multiple proposals, including the continuation of foreign exchange hedging business at its third extraordinary general meeting of shareholders in 2025 [2] Group 1 - The company held its third extraordinary general meeting of shareholders on December 23 [2] - The meeting approved the proposal to continue engaging in foreign exchange hedging activities [2]

2025 年第三次临时股东会之法律意见书 致：广州市浩洋电子股份有限公司 北京市金杜（广州）律师事务所（以下简称本所）接受广州市浩洋电子股份 有限公司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证 券法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督 管理委员会《上市公司股东会规则》（以下简称《股东会规则》）等中华人民共 和国境内（以下简称中国境内，为本法律意见书之目的，不包括中国香港特别行 政区、中国澳门特别行政区和中国台湾省）现行有效的法律、行政法规、规章和 规范性文件和现行有效的公司章程有关规定，指派律师出席了公司于2025年12月 23日召开的公司2025年第三次临时股东会（以下简称本次股东会），并就本次股 东会相关事项出具本法律意见书。 北京市金杜（广州）律师事务所 关于广州市浩洋电子股份有限公司 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限于： 1. 经公司2025年9月26日第二次临时股东会审议通过的《广州市浩洋电子股 份有限公司章程》（以下简称《公司章程》）； 2. 公司现行有效的《广州市浩洋电子股份有限公司股东会议事规则》； 3. 公司 ...

证券代码：300833 证券简称：浩洋股份 公告编号：2025-061 广州市浩洋电子股份有限公司 2025 年第三次临时股东会会议决议公告 （一）会议召开情况 1、会议召开时间： （1）现场会议时间：2025 年 12 月 23 日下午 14:30。 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间 为:2025 年 12 月 23 日上午 9:15～9:25；9:30～11:30，下午 13:00～15:00。 通过深圳证券交易所互联网投票的具体时间为:2025 年 12 月 23 日 9:15～15:00 期间的任意时间。 2、会议召开方式：本次股东会采取现场投票与网络投票相结合的方式。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会没有出现变更或否决议案的情况； 2、本次股东会不涉及变更以往股东会已通过决议的情况。 一、会议召开和出席情况 3、会议召开地点：广州市番禺区石碁镇莲运一横路 18 号广州市浩洋电子 股份有限公司会议室。 4、会议召集人：公司董事会。 5、会议主持人：公司董事长蒋伟楷先生。 6、本次 ...