Group 1 - The total market capitalization of 71 listed home furnishing companies reached 683.73 billion yuan as of December 31, 2025, with no companies exceeding 100 billion yuan [4][5] - Among these companies, 22 have a market capitalization exceeding 10 billion yuan, with Bull Group having the highest at 73.82 billion yuan [5] - The stock price performance shows significant variation, with Yazhen Home leading with a remarkable increase of 636.70% [5] Group 2 - The top 11 companies in terms of stock price increase all saw growth exceeding 100%, indicating strong market interest and investor confidence [5] - Companies like Filinger, Meng Tian Home, and Han Gao Group follow closely behind Yazhen Home, showcasing a trend of rapid growth among smaller firms [5] - Conversely, 21 companies, including Gold Medal Home and Da Ya Sheng Xiang, experienced declines in stock prices, with Zhibang Home showing the largest drop at 24.18% [5] Group 3 - The home furnishing industry is exhibiting a clear dichotomy, where traditional leading companies maintain their market positions while a number of growth-oriented companies demonstrate strong stock performance and market vitality [5]

证券代码：603216 证券简称：梦天家居 公告编号：2025-066 梦天家居集团股份有限公司 股票交易异常波动暨风险提示公告 公司股票于 2025 年 12 月 29 日、12 月 30 日连续 2 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，属于股 票交易异常波动情况。 二、重大事项情况 经公司自查，公司目前生产经营活动一切正常，市场环境、行业政策没有发 生重大调整、生产成本和销售等情况没有出现大幅波动、内部生产经营秩序正常。 内外部经营环境未发生重大变化，不存在应披露而未披露的重大信息。 前期筹划发行股票及支付现金的方式购买资产事项和筹划控制权转让事项 均已终止，详见前期公告。公司近期不存在任何控制权转让和任何资产重组的相 关计划安排。 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。 重要内容提示： 梦天家居集团股份有限公司（以下简称"公司"）股价累计涨幅已严重 偏离基本面，随时有快速下跌风险。2025 年 11 月 19 日至 2025 年 12 月 30 日， 公司股价 ...

Market Overview - The home goods sector experienced a decline of 0.46% on December 30, with Songlin Technology leading the drop [1] - The Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index closed at 13604.07, up 0.49% [1] Stock Performance - Notable gainers in the home goods sector included: - Meng Tian Home (603216) with a closing price of 46.40, up 9.90% and a trading volume of 76,400 shares, totaling 338 million yuan [1] - Ai Li Home (603221) closed at 13.12, up 5.89% with a trading volume of 251,300 shares, totaling 337 million yuan [1] - ST Yazhen (603389) closed at 47.54, up 4.99% with a trading volume of 22,900 shares, totaling 107 million yuan [1] - Conversely, major decliners included: - Songmeng Technology (603992) closed at 40.33, down 4.88% with a trading volume of 59,300 shares, totaling 241 million yuan [2] - Filinger (603226) closed at 31.57, down 4.74% with a trading volume of 57,300 shares, totaling 186 million yuan [2] - Jia Lian Technology (301193) closed at 21.90, down 3.74% with a trading volume of 59,800 shares, totaling 134 million yuan [2] Capital Flow - The home goods sector saw a net inflow of 30.6 million yuan from institutional investors, while retail investors experienced a net inflow of 7.5 million yuan [2] - Notable capital flows included: - Ai Li Home (603221) had a net inflow of 108 million yuan from institutional investors, but a net outflow of 76.8 million yuan from retail investors [3] - Junlinmen (603008) saw a net inflow of 40.6 million yuan from institutional investors, with a net outflow of 25.1 million yuan from retail investors [3] - Other companies like Pinao (002853) and Yuma Technology (300993) also experienced mixed capital flows [3]

Market Overview - The home goods sector increased by 0.26% on December 29, with Delixi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Top Performers - Delixi Co., Ltd. (002571) closed at 11.62, up 10.04% with a trading volume of 397,900 shares and a transaction value of 450 million [1] - Dream Home (603216) closed at 42.22, up 9.61% with a trading volume of 80,200 shares and a transaction value of 328 million [1] - Junlinmen (603008) closed at 23.09, up 6.16% with a trading volume of 403,900 shares and a transaction value of 934 million [1] Underperformers - Deyi Culture (300640) closed at 8.21, down 7.75% with a trading volume of 519,300 shares and a transaction value of 429 million [2] - PIANO (002853) closed at 21.08, down 5.77% with a trading volume of 207,200 shares and a transaction value of 450 million [2] - Yayi Technology (301113) closed at 24.45, down 5.05% with a trading volume of less than 37,200 shares and a transaction value of 92.46 million [2] Capital Flow - The home goods sector experienced a net outflow of 207 million from institutional investors, while retail investors saw a net inflow of 283 million [2] - The capital flow for individual stocks in the home goods sector shows varying trends, with Delixi Co., Ltd. experiencing a net outflow of 41.44 million from institutional investors [3] Individual Stock Capital Flow - Delixi Co., Ltd. had a net outflow of 41.44 million from institutional investors, with a net inflow of 7.26 million from retail investors [3] - Xidamen (605155) saw a net inflow of 37.59 million from institutional investors, but a net outflow of 32.43 million from retail investors [3] - Haolaike (603898) had a net inflow of 34.78 million from institutional investors, with a significant net outflow of 31.32 million from retail investors [3]

Company Performance - The stock price of Dream Home Furniture reached a historical high, increasing by 1.03% to 39.40 yuan, with a trading volume of 139,700 shares and a transaction amount of 5.5446 million yuan, resulting in a turnover rate of 0.06% [2] - The latest total market capitalization of the company in A-shares is 8.774 billion yuan, with the circulating market capitalization also at 8.774 billion yuan [2] - The company's third-quarter report indicates a total operating revenue of 773 million yuan for the first three quarters, representing a year-on-year decrease of 2.93%, while net profit reached 56.3031 million yuan, showing a year-on-year increase of 37.60%, with basic earnings per share at 0.2500 yuan and a weighted average return on equity of 3.14% [2] Industry Overview - The light manufacturing industry, to which Dream Home Furniture belongs, experienced an overall decline of 0.49%, with 46 stocks rising, including Jia Mei Packaging, Wuzhou Special Paper, and Jianlin Home, which saw increases of 10.00%, 8.32%, and 5.58% respectively [2] - Conversely, 102 stocks in the industry faced declines, with notable drops from Meike Home, Jiangtian Technology, and Tianyuan Co., which reported declines of 100.00%, 15.01%, and 4.87% respectively [2]

Core Viewpoint - The announcement details the change of the continuous supervision sponsor representative for Dream Home Group Co., Ltd. during its initial public offering (IPO) process, ensuring that the supervision work continues smoothly [1][2]. Group 1 - Dream Home Group received a letter from Guolian Minsheng Securities regarding the replacement of the continuous supervision sponsor representative due to the original representative, Mr. Wang Jiqing, no longer being able to fulfill the role [1]. - Mr. Zhou Yujia has been appointed to replace Mr. Wang Jiqing as the new continuous supervision sponsor representative [1][2]. - The continuous supervision period for the company's IPO is set to end on December 31, 2023, and the funds raised from the IPO have not yet been fully utilized [2]. Group 2 - The company expresses gratitude to Mr. Wang Jiqing for his contributions during the IPO and continuous supervision period [2]. - The new sponsor representatives for the continuous supervision are Mr. Yan Kai and Mr. Zhou Yujia, who will continue to fulfill their supervisory responsibilities until the raised funds are fully utilized [2]. - Mr. Zhou Yujia holds a master's degree and has experience in IPO projects, including those for Yibin Technology and Zhejiang Zhongtian Dongfang Fluorine Silicon Materials [4].

Core Viewpoint - The announcement from Dream Home Furnishing indicates a change in the designated sponsor representative during the ongoing supervision period for its initial public offering (IPO) of A-shares on the main board [1] Group 1 - Dream Home Furnishing received a notice from Guolian Minsheng Securities regarding the replacement of its continuous supervision sponsor representative [1] - The previous representative, Mr. Wang Jiqing, will no longer serve due to work requirements [1] - Mr. Zhou Yujia has been appointed to take over the responsibilities of the continuous supervision period [1]

Core Viewpoint - On December 19, Mengtian Home (603216.SH) announced the completion of the transfer of shares by its controlling shareholder and its concerted parties, which will not lead to a change in the company's control [1] Group 1: Share Transfer Details - Mengtian Home's controlling shareholder, Zhejiang Mengtian Holdings Co., Ltd. (Mengtian Holdings), along with its concerted party, Jiaxing Mengjia Investment Management Partnership (Limited Partnership) (Mengjia Investment), transferred 15.2845 million shares (6.8636% of total shares) to Jiaxing Huixin Enterprise Management Partnership (Limited Partnership) (Jiaxing Huixin) at a price of 17.4592 yuan per share, totaling 267 million yuan [1] - After the transfer, Mengtian Holdings' shareholding decreased from 55.91% to 50.91%, while Mengjia Investment's shareholding fell from 7.45% to 5.59%. Jiaxing Huixin now holds 6.86% of the company's shares [1] Group 2: Previous Acquisition Plans - On November 6, Mengtian Home announced plans to acquire control of ChuanTu Microelectronics through a share issuance and cash payment, while also planning a control transfer by its actual controller [2] - On November 18, Mengtian Home unexpectedly terminated the acquisition plan and the control transfer, simultaneously announcing the share transfer to Jiaxing Huixin [2] Group 3: Indirect Relationships - Jiaxing Huixin and ChuanTu Microelectronics do not have a direct equity relationship, but they are connected through multiple indirect relationships. The core partner of Jiaxing Huixin, Cao Yong, has connections with key investors of ChuanTu Microelectronics, including Hu Yingping and Chen Datong, through joint investments and partnerships [2] - Hu Yingping serves as a director at ChuanTu Microelectronics and is a partner at Yuanhe Puhua, which has invested in ChuanTu Microelectronics [2]

证券代码：603216 证券简称：梦天家居 公告编号：2025-065 梦天家居集团股份有限公司 本次变更不影响国联民生对公司的持续督导工作。本次变更后，公司首次公 开发行股票并在主板上市的持续督导保荐代表人为严凯先生和周钰佳先生，根据 《证券发行上市保荐业务管理办法》等相关规定，公司首次公开发行 A 股股票 并在主板上市的持续督导期已于 2023 年 12 月 31 日届满。截至目前，公司首次 公开发行 A 股股票所获募集资金尚未使用完毕，国联民生及保荐代表人将履行 与募集资金有关的持续督导义务，直至公司首次公开发行 A 股股票的募集资金 使用完毕。 公司董事会对王吉庆先生在公司首次公开发行股票并在主板上市以及持续 督导期间所做的工作表示衷心感谢！ 周钰佳先生的简历详见附件。 特此公告。 梦天家居集团股份有限公司董事会 2025 年 12 月 20 日 附件： 关于更换持续督导保荐代表人的公告 本公司董事会及全体成员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、准确性和完整性依法承担法律责任。 梦天家居集团股份有限公司（以下简称"公司"）于 2025 年 12 月 18 日 ...

Core Viewpoint - The announcement details the completion of a share transfer agreement involving the controlling shareholder of the company, Dream Home Group Co., Ltd., and its associated parties, which does not change the company's control structure [2][3]. Group 1: Share Transfer Details - The controlling shareholder, Zhejiang Dream Home Holdings Co., Ltd., along with its action-in-concert party, Jiaxing Dream Home Investment Management Partnership (Limited Partnership), has transferred 15,284,500 shares (6.8636% of total shares) to Jiaxing Huixin Enterprise Management Partnership (Limited Partnership) at a price of 17.4592 CNY per share, totaling 266,855,142.40 CNY [2][4]. - The share transfer was confirmed by the China Securities Depository and Clearing Corporation Limited, with the registration date being December 17, 2025 [5]. Group 2: Control and Compliance - Following the share transfer, there will be no change in the company's control, as Dream Home Holdings remains the controlling shareholder [3][6]. - The share transfer complies with relevant laws and regulations, ensuring no harm to the interests of the company or other shareholders, particularly minority shareholders [6].