Core Viewpoint - The company announced the decision to suspend operations at its wholly-owned subsidiaries, Tianjin Meike and Tianjin Processing, due to significant losses and low capacity utilization, with plans to transition these facilities to serve internal customers starting January 1, 2026 [1] Group 1: Company Operations - Tianjin Meike and Tianjin Processing were originally export-oriented factories, but due to the impact of the international trade environment, their export business has been transferred to the company's factory in Vietnam [1] - The subsidiaries will now primarily serve internal customers, including direct stores and subsidiaries responsible for franchise operations, with their revenue and related profits being offset in the consolidated financial statements [1] Group 2: Financial Performance - The company has experienced substantial losses in recent years due to various internal and external factors, with average capacity utilization at Tianjin Meike and Tianjin Processing being less than 20% [1] - The decision to suspend operations aims to optimize idle capacity, reduce losses, and accelerate strategic transformation [1] Group 3: Employee and Asset Management - The company has notified employees about the suspension of operations and is actively negotiating to ensure the protection of their legal rights [1] - The company is also preparing for asset evaluations at Tianjin Meike and Tianjin Processing to assess the feasibility of potential debt restructuring [1]

智通财经APP讯，美克家居(600337.SH)发布公告，公司预计2025年度公司的利润总额、归属于上市公 司股东的净利润或者归属于上市公司股东的扣除非经常性损益的净利润为负值。 ...

智通财经APP讯，美克家居(600337.SH)发布公告，公司预计2025年度公司的利润总额、归属于上市公 司股东的净利润或者归属于上市公司股东的扣除非经常性损益的净利润为负值。 ...

证券代码：600337 证券简称：美克家居 公告编号：临 2026-005 美克国际家居用品股份有限公司 关于公司 2025 年度预亏暨股票交易风险 提示性公告 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。 重要内容提示： 美克国际家居用品股份有限公司（以下称"公司"）筹划发行股票及支 付现金的方式购买深圳万德溙光电科技有限公司（以下称"万德溙"或"标的公 司"）100%股权尚需经股东会审议，并经有权监管机构批准后方可正式实施，最 终能否通过审批尚存在较大不确定性，详见前期公告。 公司目前处于亏损状态，2025 年前三季度营业收入 22.23 亿元，同比下 滑 10.10%，归属于上市公司股东的净利润-2.20 亿元。2025 年度公司预计利润 总额、归属于上市公司股东的净利润或者归属于上市公司股东的扣除非经常性 损益的净利润为负值。 公司股票于 2026 年 1 月 5 日、1 月 6 日、1 月 7 日连续三个交易日内收 盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定， 公司已于 2026 年 ...

美克家居发布股票交易风险提示性公告称，公司预计2025年度公司的利润总额、归属于上市公司股东的 净利润或者归属于上市公司股东的扣除非经常性损益的净利润为负值。 ...

证券代码：600337 证券简称：美克家居 公告编号：临 2026-006 美克国际家居用品股份有限公司 关于天津子公司停工停产的公告 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。 一、关于停工停产情况 近日，公司关注到市场出现关于公司全资子公司美克国际家私（天津）制造 有限公司（以下简称"天津美克"）和美克国际家私加工（天津）有限公司（以 下称"天津加工"）停工停产等相关报道，现就相关情况通报如下： 二、对公司的影响及风险提示 如前所述，天津美克和天津加工作为主要服务公司内部客户（即直营门店、 负责加盟业务的全资子公司）的供应商，其营业收入及相关利润在公司合并会计 报表中进行抵销。具体数据如下： 1、天津美克 2024 年及 2025 年 1-9 月营业收入分别为 6.02 亿元、2.81 亿 元，分别占公司合并报表营业收入的 17.75%和 12.65%。2024 年及 2025 年 1-9 月净利润分别为 0.03 亿元、-0.56 亿元。分别占公司合并报表归属于上市公司 股东的净利润的绝对值为 0.32%、25.62 ...

Core Viewpoint - The company reported a revenue of 2.223 billion yuan for the first three quarters of 2025, representing a year-on-year decline of 10.10%, and a net loss of 220 million yuan, with an expectation of negative profit for the entire year of 2025 [1] Group 1 - The company's stock price increased by 46.23% from January 5 to January 8, 2026, diverging from the Shanghai Composite Index, indicating potential speculation risks [1] - The company is planning to issue shares and pay cash to acquire 100% equity of Wandesheng, with fundraising efforts underway; however, the audit and evaluation are not yet completed, and the transaction requires approval from the shareholders' meeting and regulatory authorities, introducing uncertainty and integration risks [1]

Core Viewpoint - The company is experiencing operational losses due to international trade environment and various internal and external factors, leading to a decision to suspend operations at two subsidiaries starting January 1, 2026 [1] Group 1: Financial Performance - Tianjin Meike's revenue for 2024 and the first nine months of 2025 is projected to be 602 million yuan and 281 million yuan, respectively, with net profits of 3 million yuan and a loss of 56 million yuan [1] - Tianjin Processing's revenue during the same periods is expected to be 145 million yuan and 76 million yuan, with net losses of 23 million yuan and 12 million yuan, respectively [1] Group 2: Operational Decisions - The company plans to ensure employee rights and conduct asset evaluations as part of the decision to halt production at the two subsidiaries [1] - The capacity utilization rate for Tianjin Meike and Tianjin Processing is currently below 20% [1]

Group 1 - The home goods sector increased by 0.58% on January 8, with Meike Home leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Meike Home's stock price rose by 10.05% to 4.27, with a trading volume of 84,800 shares and a transaction value of 36.196 million yuan [1] Group 2 - The home goods sector experienced a net outflow of 48.6548 million yuan from institutional funds and 50.7293 million yuan from retail funds, while retail investors saw a net inflow of 99.384 million yuan [2] - The trading data for various companies showed significant fluctuations, with Dream Home experiencing a decline of 3.89% to 43.19, and a trading volume of 52,700 shares [2] - The net inflow of funds for DeLi Co. was 27.7328 million yuan, while it faced a net outflow of 10.4866 million yuan from retail investors [3]

Core Viewpoint - The artificial intelligence sector continues to show strong performance, with multiple stocks experiencing significant gains, reflecting positive market sentiment towards AI-related policies and developments [1][6]. Group 1: Stock Performance - On January 8, 21 stocks in the AI sector reached their daily limit up, including Aipeng Medical, Zhite New Materials, Meike Home, and others [1]. - Notably, Zhite New Materials, Meike Home, and others achieved a "4 consecutive limit up" status, while Far East Holdings reached a "3 consecutive limit up" [2]. - The top performers included Zhongcheng Technology (+22.67%), Aipeng Medical (+19.99%), and Zhite New Materials (+19.98%) [3]. Group 2: Policy Developments - On January 7, the Ministry of Industry and Information Technology and other departments released the "Implementation Opinions on the 'Artificial Intelligence + Manufacturing' Special Action," aiming to accelerate the integration of AI technology in manufacturing [1][4]. - The policy sets ambitious goals for 2027, including the development of 3 to 5 general large models for deep application in manufacturing and the creation of 100 high-quality industrial data sets [4][5]. - The initiative emphasizes the importance of innovation investment and the cultivation of globally influential enterprises in the AI sector [5]. Group 3: Market Dynamics - The listing of Zhipu AI on the Hong Kong Stock Exchange on January 8, with an opening price of HKD 120 per share and a market capitalization exceeding HKD 52.8 billion, is expected to inject new capital into the AI sector [6]. - The overall AI sector showed a strong upward trend on January 8, with significant capital flowing into application areas focused on industrial machinery, indicating a positive market response to policy directions [6]. - However, there is a noted structural differentiation within the sector, with some previously high-performing stocks experiencing profit-taking, suggesting potential short-term volatility risks [6][7]. Group 4: Industry Outlook - Dongxing Securities reports that the AI industry is currently in a phase of resonance among policy, technology, and demand, supported by top-down policy empowerment and potential funding [7]. - The industry is expected to maintain upward momentum, with a strong position in technology investment that is unlikely to be disrupted [7].