7月26日，红星美凯龙北京东五环商场再度因"家居电器奥莱特卖会"沸腾。作为第二次举办该活动，其 以线上线下共振的创新打法、更优的福利体系，不仅延续了首场的热度——2000张限量入场券迅速售 罄，更实现了模式升级，当日客流达1350人，特卖会3小时销售额飙至607万，其中奥莱品牌销售占比超 五成，达311.13万，用数据印证了升级后的强大吸引力。 福利体系再升级，消费体验更优 相较于首场，此次特卖会在"让利"与"体验"上双重加码。除60+家居电器大牌延续奥莱特价外，商场新 增限时叠加折扣，让"工厂价"再掀实惠热潮——如原价八千多的实木餐桌，现场五折即可拿下，精准击 中消费者对"品质与价格双赢"的需求。活动专属的奥莱定制帆布手提包，成为全场统一的"狂欢印记"； 而终场抽奖环节中，30位幸运儿抱走的金钞大礼，更将"实惠+幸运"的体验拉满，让每位到场者都能感 受到升级后的诚意。 此次奥莱的核心升级，在于突破传统卖场的时空限制，构建全域联动的创新生态。线下，消费者可沉浸 式选购冰箱空调、智能马桶、真皮沙发等全品类家居产品；线上则通过多平台形成共振：小红书、大众 点评等社交平台成为体验分享阵地，用户自发传播"扫货"乐趣， ...

近期，家居行业巨头红星美凯龙因阿里系股东计划减持约4亿元股份，股价连续大跌，行业动向再度引发舆论关注。但这远非个案——2024年以 来，东易日盛宣布重整，住范儿资金链断裂，靓家居、居然之家等头部企业也接连传出高层变动甚至意外事件。 知名家装企业频频出事，让不少消费者和供应商感到不安，整个行业正在承受一场前所未有的信用与信心的考验。 昔日"金饭碗"变成"高风险区"，家居行业到底怎么了？ 危机为何接连发生？ 过去两周，两位家居行业的大佬相继跳楼，也将家居行业艰难挣扎的现状再次推到公众面前。 有消息称，7月17日，广州知名家装公司靓家居创始人曾育周坠楼身亡，警方发布的通报中排除了刑事案件的可能。紧接着，公司宣布因长期亏 损、资不抵债，将进入破产清算程序。以"整装校长"著称的曾育周，早在2008年就率先在国内推出按平米计价的全包套餐，如今，这位先行者的 陨落，成为家装行业困境的缩影。 更让人唏嘘的是，仅仅十天后，另一位重量级人物——居然智家（原"居然之家"）董事长汪林朋，也被曝坠楼身亡。 你敢把几十万的装修款，交给一家"明天能不能开门都难说"的公司吗？ 和靓家居不同，从商业模式来看，居然之家并不做整装，而是做家居建材 ...

公开信息显示，杭州灏月是持有公司5%以上股份的股东，且与淘宝控股、新零售基金为一致行动人， 三者合计持有红星美凯龙4.05亿股，占公司总股本的9.31%。以红星美凯龙7月25日3.11元/股的收盘价测 算，杭州灏月此次套现金额约为4亿元。 本文源自：智通财经网 智通财经获悉，红星美凯龙(01528)午前跌超3%，截至发稿，跌3.64%，报1.59港元，成交额614.14万港 元。 消息面上，近日，红星美凯龙发布公告称，阿里旗下杭州灏月拟通过集中竞价、大宗交易方式减持公司 股份共计不超过130，641,979股(占总股本3%)。据公告披露，此次减持计划的实施时间为2025年9月1日 至2025年11月30日，其中通过集中竞价方式减持的股份不超过43,547,326 股(占总股本1%)；通过大宗交 易方式减持的股份不超过87,094,653股(占总股本2%)。 ...

Core Viewpoint - The home furnishing industry is facing a significant crisis, highlighted by the recent suicides and legal troubles of several high-profile executives, leading to concerns about a potential industry reshuffle [2][12]. Group 1: Company Events - Wang Linpeng, the chairman of Juran Zhijia, committed suicide shortly after being released from detention, raising alarms about the company's stability [2][4]. - Juran Zhijia's stock price plummeted by 6.96% on July 28, 2023, marking an 18% decline for the year, and an 87% drop from its peak of 22.65 yuan in 2015, resulting in a market capitalization loss of 122.7 billion yuan [4][12]. - The company reported a revenue of 12.966 billion yuan in 2024, a 4.04% decrease year-on-year, and a net profit of 769 million yuan, down 40.83% [12][13]. Group 2: Industry Trends - The home furnishing sector is experiencing a downturn due to the broader real estate market decline, with major players like Red Star Macalline and Fusenmei also reporting significant financial troubles [12][16]. - Red Star Macalline's revenue fell to 7.821 billion yuan in 2024, a 32.08% drop, with net losses expanding to 2.983 billion yuan [14][15]. - The industry is witnessing a polarization effect, where leading brands are consolidating market share while smaller brands struggle due to rising material costs and intense competition [16]. Group 3: Executive Profiles - Wang Linpeng, who transformed Juran Zhijia into a competitive player in the market, faced legal scrutiny and financial challenges leading to his tragic end [9][10]. - Che Jianxin, former chairman of Red Star Macalline, also faced legal issues and significant debt, leading to a drastic decline in the company's performance [6][7]. Group 4: Financial Health - Juran Zhijia's cash flow is under pressure, with only 2.082 billion yuan in cash against 4.7 billion yuan in short-term and non-current liabilities due within a year [12][14]. - The overall financial health of the home furnishing industry is deteriorating, with many companies facing cash flow issues and potential bankruptcy as the market contracts [16].

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之內容概不負責，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 邱喆 （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） 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 關於第三期員工持股計劃出售完畢暨終止的公告》，僅供參閱。 承董事會命 紅星美凱龍家居集團股份有限公司 董事會秘書兼聯席公司秘書 中國上海，2025年7月29日 於本公告日期，本公司的執行董事為李玉鵬、車建興、施姚峰及楊映武；非執行董事為葉衍榴、鄒少榮、宋廣斌及 許迪；及獨立非執行董事為薛偉、黃建忠、陳善昂、黃志偉及蔡慶輝。 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 编号：2 ...

证券代码：601828 证券简称：美凯龙 编号：2025-060 红星美凯龙家居集团股份有限公司 关于第三期员工持股计划出售完毕暨终止的公告 红星美凯龙家居集团股份有限公司 红星美凯龙家居集团股份有限公司 累计出售了通过信托计划持有的 9,963,800 股公司股票，合计约占公司目前总股 本的 0.23%，本员工持股计划的份额相应减少。 二、公司第三期员工持股计划股票出售情况及后续安排 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"）2021年实施的第三 期员工持股计划（以下简称"本员工持股计划"）所持有的公司股票5,816,200 股已全部出售完毕，根据《关于上市公司实施员工持股计划试点的指导意见》以 及公司本员工持股计划相关规定，现将有关情况公告如下： 一、公司第三期员工持股计划的基本情况 本员工持股计划经公司第四届董事会第二十一次临时会议和 2021 年第一次 临时股东大会审议通过，并于 2021 年 5 月 12 日通过"陕国投·美凯龙第三期员工 持股单一资金信托"（以 ...

Group 1 - Liu Bing, chairman of Fusenmei, has been placed under detention, marking the third major figure in the home furnishing market to face such action in three months [6] - The chairman of First Capital Securities, Wu Lishun, has resigned due to a job transfer to the Beijing State-owned Assets Supervision and Administration Commission [9][10] - The former deputy general manager of China Electronics Technology Group, He Wenzhong, has been sentenced to death with a two-year reprieve for accepting bribes totaling nearly 300 million yuan [11] Group 2 - Minsheng Bank has appointed Li Wenshi as its youngest vice president, following the approval of the National Financial Regulatory Administration [8] - Du Gang has resigned as vice president of Bohai Bank after serving in the role for six years, effective July 25, 2025 [7] - Huang Runchong, former secretary-general of the China Banking Association, has been expelled from the Party for destroying and transferring evidence during an investigation [12] Group 3 - Changan Automobile is preparing for a significant event in Chongqing, with the announcement of a new central enterprise name and the introduction of its core management team [5] - Changan has undergone a dramatic transformation, from military manufacturing to a strong presence in joint ventures, and is now focusing on the electric vehicle market [5] - The independent status of Changan as a central enterprise provides greater development space and policy support, while also increasing market competition pressures [5]

Core Viewpoint - The home furnishing retail sector is facing significant challenges, highlighted by the recent detention of executives from multiple companies, including Liu Bing, the chairman of Fusenmei, amid declining performance in the industry [2][3][7]. Company Overview - Fusenmei operates as a major player in the home furnishing market, focusing on the operation of decoration and building materials retail spaces, providing comprehensive services to merchants, consumers, and partners [3][4]. - As of the end of 2024, Fusenmei's self-operated retail space exceeded 1.25 million square meters, with over 3,500 merchants [3]. Financial Performance - In 2024, Fusenmei reported revenue of 1.43 billion yuan, a year-on-year decrease of 6.18%, and a net profit attributable to shareholders of 690 million yuan, down 14.39% [5]. - Despite the decline in revenue and profit, Fusenmei distributed a cash dividend of 6.80 yuan per 10 shares, totaling 509 million yuan, indicating a commitment to shareholder returns [5]. Market Context - The home furnishing industry is experiencing a downturn due to a combination of real estate market adjustments and reduced consumer demand, leading to high inventory and low turnover rates [5][6]. - The overall performance of home furnishing companies has been poor, with many reporting significant losses, raising concerns about the sustainability of business for companies like Fusenmei [6][7]. Recent Events - The detention of Liu Bing was unexpected, and the company has stated that its operations remain stable, with the vice chairman temporarily taking over his responsibilities [2][3]. - The trend of executive detentions in the home furnishing sector raises alarms about the industry's stability, as seen with similar incidents involving leaders from other companies [7].

Core Points - The company has decided to abolish the supervisory board and amend its articles of association and governance systems [2][3] - The decision was made during the 42nd temporary meeting of the fifth board of directors held on July 25, 2025 [2] - The audit committee of the board will assume the responsibilities previously held by the supervisory board [2][3] Summary of Amendments - The articles of association will be revised to reflect the cancellation of the supervisory board and the transfer of its powers to the audit committee [2][3] - Specific articles related to the supervisory board will be removed, including the rules governing the supervisory board [2][3] - New provisions will be added to clarify the legal responsibilities of the legal representative of the company [3][4] Governance Structure Changes - The chairman of the board will continue to serve as the legal representative of the company [3][4] - The company will maintain its status as a permanent joint-stock company with independent legal person status [4][5] - The articles will ensure that all capital is divided into equal shares, with shareholders bearing liability limited to their subscribed shares [5][6] Shareholder Rights and Responsibilities - Shareholders will retain rights to dividends and participate in decision-making processes [18][19] - The company will ensure equal rights for shareholders of the same class of shares [7][8] - Provisions will be included to protect the rights of shareholders in cases of company mergers, divisions, or other significant changes [18][19] Financial and Operational Governance - The company will establish clear guidelines for capital increases and decreases, ensuring compliance with legal and regulatory requirements [10][11] - New rules will govern the company's ability to provide guarantees and the conditions under which such guarantees can be issued [33][34] - The company will maintain transparency in its financial dealings and ensure that all actions comply with relevant laws and regulations [34][35]

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） 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之內容概不負責，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。 （股份代號：1528） 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 第五屆董事會第四十二次臨時會議決議公告》《紅星美凱龍家居集團股份有限公司 股東會議事規則》《紅星美凱龍家居集團股份有限公司董事會議事規則》《紅星美 凱龍家居集團股份有限公司獨立非執行董事工作制度》《紅星美凱龍家居集團股份 有限公司對外擔保管理制度》《紅星美凱龍家居集團股份有限公司關聯交易管理制 度》《紅星美凱龍家居集團股份有限公司募集資金管理辦法》《紅星美凱龍家居集 團股份有限公司對外投資管理制度》及《紅星美凱 ...