证券代码：603216 证券简称：梦天家居 公告编号：2025-037 梦天家居集团股份有限公司 控股股东的一致行动人减持股份计划公告 本公司董事会、全体董事及相关股东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： 控股股东的一致行动人持股的基本情况 本次减持主体为梦天家居集团股份有限公司（以下简称"公司"）控股股东 的一致行动人嘉兴梦悦投资管理合伙企业（有限合伙）（以下简称"梦悦投资"）， 持有公司股票 8,300,000 股，占公司总股本比例为 3.73%。 减持计划的主要内容 为满足自身资金需求，梦悦投资自本公告披露之日起 15 个交易日后的 3 个 月内，以集中竞价交易方式合计减持所持有的公司无限售条件流通股不超过 1,704,076 股，即不超过公司总股本的 0.77%，减持价格按市场价格确定且不低 于公司首次公开发行股票时的发行价格。自本公告披露之日起至减持计划实施期 间，如因实施派发现金红利、送股、资本公积金转增股本等事项进行除权除息的， 上述减持数量和比例将相应调整。 | 计划减持数量 | 不超过：1704076 股 ...

Core Viewpoint - The controlling shareholder's action indicates a planned reduction in holdings, which may impact the stock's market perception and liquidity [1] Group 1 - The controlling shareholder, Jiaxing Mengyue Investment Management Partnership (Limited Partnership), holds 8.3 million shares, accounting for 3.73% of the total shares [1] - The planned reduction involves selling up to 1.7041 million shares, representing 0.77% of the total shares, between November 12, 2025, and February 11, 2026 [1] - The selling price will not be lower than the company's initial public offering price [1]

Market Overview - The home goods sector experienced a decline of 0.65% on October 16, with Meng Tian Home leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Top Performers - Dongpeng Holdings (003012) saw a significant increase of 10.05%, closing at 8.10 with a trading volume of 466,600 shares and a turnover of 372 million [1] - Delixi Co., Ltd. (002571) rose by 9.98%, closing at 9.15 with a trading volume of 59,700 shares and a turnover of 54.63 million [1] - ST Yazhen (603389) increased by 4.85%, closing at 42.98 with a trading volume of 72,800 shares and a turnover of 310 million [1] Underperformers - Meng Da Home (603216) fell by 6.10%, closing at 16.48 with a trading volume of 70,600 shares and a turnover of 119 million [2] - Seagull Home (002084) decreased by 5.79%, closing at 4.07 with a trading volume of 899,600 shares and a turnover of 370 million [2] - Meike Home (600337) dropped by 3.81%, closing at 2.27 with a trading volume of 497,000 shares and a turnover of 114 million [2] Capital Flow - The home goods sector experienced a net outflow of 169 million from institutional investors, while retail investors saw a net inflow of 91.94 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Individual Stock Capital Flow - Dongpeng Holdings had a net inflow of 55.57 million from institutional investors, while retail investors had a net outflow of 30.11 million [3] - Delixi Co., Ltd. saw a net inflow of 12.35 million from institutional investors, with a significant net outflow of 1.07 million from retail investors [3] - Lege Co., Ltd. (300729) experienced a net inflow of 13.53 million from institutional investors, while retail investors had a net outflow of 1.31 million [3]

Market Overview - The home goods sector increased by 0.07% on October 14, with Hao Tai Tai leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Top Performers - Hao Tai Tai (603848) closed at 22.13, up 9.99% with a trading volume of 104,800 shares and a turnover of 227 million yuan [1] - Sea Owl (002084) closed at 4.52, up 9.98% with a trading volume of 573,900 shares and a turnover of 252 million yuan [1] - Yu Ma Technology (300993) closed at 19.35, up 5.39% with a trading volume of 264,400 shares and a turnover of 506 million yuan [1] Underperformers - Jiangshan Oupai (603208) closed at 15.26, down 5.63% with a trading volume of 177,200 shares and a turnover of 283 million yuan [2] - Filinger (603226) closed at 45.08, down 4.09% with a trading volume of 161,500 shares and a turnover of 758 million yuan [2] - Qi Sheng Technology (603610) closed at 18.52, down 3.94% with a trading volume of 228,500 shares and a turnover of 433 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 26.59 million yuan from institutional investors and 53.19 million yuan from speculative funds, while retail investors saw a net inflow of 79.79 million yuan [2] - The capital flow for individual stocks in the home goods sector is detailed in the following table [3] Individual Stock Capital Flow - Sea Owl (002084) had a net inflow of 93.29 million yuan from institutional investors, but a net outflow of 36.74 million yuan from speculative funds and 56.54 million yuan from retail investors [3] - Hao Tai Tai (603848) saw a net inflow of 36.04 million yuan from institutional investors, with net outflows from both speculative and retail investors [3] - Yu Ma Technology (300993) had a net inflow of 29.99 million yuan from institutional investors, but a net outflow from retail investors [3]

Core Viewpoint - The company has approved the use of idle raised funds for cash management, allowing for a maximum of 430 million yuan to be utilized within 12 months to enhance returns while ensuring that it does not affect ongoing investment projects or normal operations [2][10][18]. Summary by Sections Basic Information - The company held meetings on January 20, 2025, where it approved the continued use of idle raised funds for cash management, with a total amount not exceeding 430 million yuan [2][18]. - The supervisory board and the sponsor institution provided clear consent and verification for this decision [2][18]. Previous Cash Management Products - As of September 30, 2025, the company purchased guaranteed floating income products totaling 355 million yuan through China Construction Bank [4]. - A previous contract for 41 million yuan was canceled due to adjustments in fund usage, and a new contract was signed on October 10, 2025 [4]. Current Cash Management Details - The purpose of this cash management is to ensure the idle funds are utilized effectively without impacting ongoing projects, thereby increasing company revenue and protecting shareholder interests [5]. - The current cash management involves purchasing guaranteed floating income products amounting to 41 million yuan [6]. Fund Source and Management - The funds for this cash management come from temporarily idle raised funds, which have been verified and managed in a dedicated account [8][7]. - The company has established internal controls to manage risks associated with cash management, ensuring that investments are made in high-security, liquid financial products [9][12]. Financial Impact - The investment of 41 million yuan represents 6.50% of the company's cash balance as of June 30, 2025, ensuring that it does not affect the normal operation of investment projects [16]. - The cash management will be recorded in the balance sheet as cash and cash equivalents, with interest income reflected in the profit and loss statement [16]. Decision-Making Process - The decision to use idle funds for cash management was made following the proper procedures, with the supervisory board and sponsor institution providing their opinions [18].

梦天家居集团股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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： 基本情况 证券代码：603216 证券简称：梦天家居 公告编号：2025-036 | 投资金额 | 4,100.00 万元 | | --- | --- | | 投资种类 | 保本浮动收益型产品 | | 资金来源 | 募集资金 | 已履行及拟履行的审议程序 梦天家居集团股份有限公司（以下简称"公司"）于 2025 年 1 月 20 日召开第 三届董事会第二次会议和第三届监事会第二次会议，审议通过了《关于继续使用 部分闲置募集资金进行现金管理的议案》，同意公司及子公司使用不超过 43,000.00 万元（含本数）的闲置募集资金进行现金管理，上述资金额度自董事 会审议通过之日起 12 个月内可以滚动使用。公司监事会发表了明确的同意意见， 民生证券股份有限公司（以下简称"保荐机构"）对本事项出具了明确的核查意见。 具 体 内 容 详 见 公 司 于 2025 年 1 月 22 日 披 露 于 上 海 ...

证券代码：603216 证券简称：梦天家居 公告编号：2025-035 梦天家居集团股份有限公司 关于使用闲置募集资金进行现金管理部分产品到期 赎回并继续进行现金管理的公告 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。 重要内容提示： 基本情况 | 投资金额 | 万元 35,500.00 | | --- | --- | | 投资种类 | 保本浮动收益型产品 | | 资金来源 | 募集资金 | 已履行及拟履行的审议程序 梦天家居集团股份有限公司（以下简称"公司"）于 2025 年 1 月 20 日召开第 三届董事会第二次会议和第三届监事会第二次会议，审议通过了《关于继续使用 部分闲置募集资金进行现金管理的议案》，同意公司及子公司使用不超过 43,000.00 万元（含本数）的闲置募集资金进行现金管理，上述资金额度自董事 会审议通过之日起 12 个月内可以滚动使用。公司监事会发表了明确的同意意见， 民生证券股份有限公司（以下简称"保荐机构"）对本事项出具了明确的核查意见。 具 体 内 容 详 见 公 司 于 2025 年 1 月 ...

Market Overview - The home goods sector experienced a decline of 0.17% on September 26, with Han Gao Group leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the home goods sector included: - Dream Home (603216) with a closing price of 18.93, up 9.99% [1] - West Gate (605155) at 17.30, up 9.98% [1] - Dream Lily (603313) at 8.75, up 7.36% [1] - Han Gao Group (001221) saw a significant decline, closing at 63.44, down 8.48% [2] - Other notable decliners included: - Double Gun Technology (001211) down 5.07% [2] - Yu Ma Technology (300993) down 4.75% [2] Capital Flow - The home goods sector experienced a net outflow of 134 million yuan from institutional investors, while retail investors saw a net inflow of 193 million yuan [2] - The capital flow for specific stocks showed: - Dream Lily (603313) had a net inflow of 54.65 million yuan from institutional investors [3] - West Gate (605155) saw a net inflow of 33.08 million yuan from institutional investors [3] - Han Gao Group (001221) had a net outflow of 52.3 million yuan from institutional investors [3]

Market Overview - The home goods sector increased by 0.73% on September 19, with Yuma Technology leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Top Performers - Yuma Technology (300993) closed at 20.26, up 20.02% with a trading volume of 374,600 shares and a transaction value of 713 million [1] - Hangu Group (001221) closed at 61.28, up 10.00% with a trading volume of 107,300 shares and a transaction value of 628 million [1] - Zhiou Technology (301376) closed at 21.69, up 9.27% with a trading volume of 107,700 shares and a transaction value of 225 million [1] Underperformers - Meike Home (600337) closed at 2.43, down 10.00% with a trading volume of 2,232,500 shares and a transaction value of 572 million [2] - Del Future (002631) closed at 4.99, down 6.38% with a trading volume of 842,200 shares and a transaction value of 427 million [2] - Meizhi Gao (834765) closed at 23.90, down 4.97% with a trading volume of 36,600 shares and a transaction value of 87.72 million [2] Capital Flow - The home goods sector saw a net inflow of 79.993 million from institutional investors, while retail investors experienced a net outflow of 114 million [2] - The top three stocks with significant net inflows from institutional investors include Yuma Technology (93.0624 million), Hangu Group (72.2653 million), and Lege Co. (65.6024 million) [3] Summary of Individual Stocks - Yuma Technology had a net inflow of 93.0624 million from institutional investors, but a net outflow of 36.9623 million from retail investors [3] - Hangu Group experienced a net inflow of 72.2653 million from institutional investors, with a net outflow of 34.3906 million from retail investors [3] - Lege Co. had a net inflow of 65.6024 million from institutional investors, but a significant net outflow of 58.6817 million from retail investors [3]

Report Summary 1. Report Industry and Investment Rating - The report focuses on the decoration industry, but no investment rating is provided [2] 2. Core Viewpoints - The company's 2025 semi - annual performance saw a 41.72% year - on - year increase in net profit, with revenue only down 2.20%. This was achieved by strengthening internal control and improving efficiency, reducing ineffective and inefficient expenses [26] - The company adheres to a development strategy of "from wooden doors to woodwork", aiming to build an integrated product system of water - based paint woodwork doors, walls, and cabinets [28] 3. Summary by Directory 3.1 Research Basic Situation - The research object is Mengtian Home Furnishing, belonging to the decoration industry. The reception time was September 15, 2025. The company's reception staff included the general manager, board secretary, financial director, and independent director [17] 3.2 Detailed Research Institutions - The research institutions mainly include online investors [20] 3.3 Research Institution Proportion - No specific proportion information is provided [21] 3.4 Main Content Data - **General Manager's Speech**: Welcomed investors to the 2025 semi - annual performance briefing, expressing gratitude for their support and promising in - depth communication and answering questions [24] - **Retail Channel Work in H1 2025**: Responded to national subsidy policies, implemented a full - domain and full - case marketing plan, sank the marketing team to the market, and provided targeted support to dealers [25] - **Home Decoration Channel Work in H1 2025**: Implemented the "T" strategy, sorted out and strengthened the supply chain, and optimized business processes to control costs [26] - **Hard - Covered Project Channel Work in H1 2025**: Focused on serving stable real - estate enterprises, promoted the integration of the project supply - chain system, and emphasized key project delivery and strategic cooperation [26] - **Answers to Other Questions**: Regarding the investment in Chongqing Lingxin Microelectronics Co., Ltd., investors were advised to refer to the company's regular reports; the company had a 2024 annual dividend in 2025, with a cash dividend of 0.20 yuan per share, about 72.7% of the 2024 net profit attributable to the parent company [24][27]