红星美凯龙（601828）(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。 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。 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 - Red Star Macalline (01528) experienced a decline of over 3% in its stock price, attributed to a share reduction plan announced by its major shareholder, Hangzhou Haoyue, which intends to sell up to 130,641,979 shares, representing 3% of the total share capital [1]. Group 1: Shareholder Actions - Hangzhou Haoyue, a significant shareholder holding over 5% of Red Star Macalline's shares, plans to reduce its stake through both centralized bidding and block trading methods [1]. - The share reduction plan is scheduled to take place from September 1, 2025, to November 30, 2025, with a maximum of 43,547,326 shares (1% of total share capital) to be sold via centralized bidding and 87,094,653 shares (2% of total share capital) through block trading [1]. Group 2: Financial Implications - The total cash amount expected from this share reduction, based on the closing price of HKD 3.11 per share on July 25, is approximately HKD 400 million [1]. - Collectively, Hangzhou Haoyue, along with Taobao Holdings and New Retail Fund, holds a total of 405 million shares, accounting for 9.31% of Red Star Macalline's total share capital [1].

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%)。 智通财经APP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。 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。 ...

Group 1 - The home furnishing industry is facing significant challenges, with only 11 out of 26 listed companies reporting profits in the first half of the year, while 15 companies are in the loss category [4][17] - The recent death of Wang Linpeng, the founder and CEO of Juran Home, has shocked the industry, as he was a prominent figure with a net worth of 12.5 billion [4][10] - Juran Home's performance has been declining, with a net profit of 769 million in 2024, down approximately 40% year-on-year, and a debt ratio of 57.8% [8][14] Group 2 - Juran Home is undergoing a digital transformation, focusing on smart home products, but new business revenue accounts for less than 12% of total income, with a gross margin of only 15% compared to 63% for traditional stores [8][19] - Red Star Macalline has also faced management changes and financial difficulties, reporting a net loss of 2.216 billion in 2023 and a further loss of 2.983 billion in 2024 [11][13] - The company has seen a reduction in the number of its stores, with a decline from 87 to 77 self-operated stores from 2023 to 2024 [14] Group 3 - Companies like Juran Home and Red Star Macalline are not isolated cases; the entire industry is experiencing a downturn, with a reported sales drop of 8.88% year-on-year for large-scale building materials and home furnishing markets [16][17] - Some companies are exploring international markets and product upgrades to counteract losses, with Dream Baishe reporting a significant profit increase of 90.14% to 128.17% in the first half of the year [18][20] - The future growth points for the industry are expected to be in smart home products, health-oriented home solutions, and the lower-tier market, as companies adapt to changing consumer demands [20]

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].

本员工持股计划的存续期原为24个月，自本员工持股计划草案经公司股东大会审议通过且公司公告最后 一笔标的股票过户至信托计划名下之日（2021年5月13日）起计算，后经第二次持有人会议和公司第四 届董事会第六十三次临时会议、第三次持有人会议和公司第五届董事会第七次临时会议、第四次持有人 会议和公司第五届董事会第十七次临时会议审议通过，对本员工持股计划实施展期，存续期延长至2025 年9月26日。具体内容详见公司于2023年3月18日、2023年10月28日、2024年7月26日在上海证券交易所 网站（www.sse.com.cn）及指定信息披露媒体披露的《关于公司第三期员工持股计划存续期展期的公 告》（编号：2023-050、2023-134、2024-048）。 本员工持股计划管理委员会委托陕西省国际信托股份有限公司分别于2023年5月8日至2023年12月29日、 2024年9月18日至2024年9月30日期间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 登录新浪财经APP 搜索 ...

红星美凯龙（601828）(01528)发布公告，截至本公告披露日，本员工持股计划所持有的公司股票581.62 万股已全部出售完毕，约占公司总股本的0.13%。根据本员工持股计划管理办法的相关规定，待资产清 算和分配工作完成后，本员工持股计划终止。 ...

智通财经APP讯，红星美凯龙(01528)发布公告，截至本公告披露日，本员工持股计划所持有的公司股票 581.62万股已全部出售完毕，约占公司总股本的0.13%。根据本员工持股计划管理办法的相关规定，待 资产清算和分配工作完成后，本员工持股计划终止。 ...

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 ...

本文由"金投网"（ID：wxcngold)编辑，欢迎下载"金投网APP"，看行情，聊行情，了解金银走势，欢迎留言！ 今年最惨的行业出现了，2个月之内，连续4位创始人大佬出事，要么坠楼、要么坠马，撕开了整个地产圈的遮雨布。 2025年，家居行业似乎被阴霾所笼罩，一系列令人震惊的事件接连发生，让整个行业乃至社会都为之震动。 在"无破数据终端"的统计中，2025年上半年共有131家装企破产清算，平均每1.36天就有一家家装企业走向破产。浙江省成为重灾区，占比超过全 国破产装企总量的23%，上海也意外跻身破产企业数量前十。 家装行业的危机迅速传导至上游建材领域。2025年1-6月，全国共有51家陶瓷及相关配套企业的76项资产被公开拍卖，涉及的资产评估价超过18.2 亿元。然而市场接盘意愿低迷，最终成交率仅31%，成交额约1.7亿元。 这背后就是作为心脏的地产行业供血不足了，数据在血崩。当然，家居企业自身经营模式也存在问题。许多企业采取"重资产+高杠杆"的扩张模 式，像居然之家405家门店中自有物业比例达28%，靓家居48家大店自有物业比例更高达50% 。一旦出租率下滑，固定折旧与财务费用瞬间吞噬现 金流。过去靠"预售 ...