证券代码：603313 证券简称：梦百合 公告编号：2026-002 | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 8.68% | | | | 权益变动后合计比例 | 7.96% | | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ | 否☑ | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | ☑其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 | 信息披露义务人名称 | | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | --- | | | | □ | 控股股东/实控人 | | | 中阅资本管理股份公 | | ...

格隆汇1月14日丨梦百合(603313.SH)公布，梦百合家居科技股份有限公司于2026年1月14日收到持股5% 以上股东中阅资本管理股份公司-中阅聚焦9号私募证券投资基金的《关于减持股份暨权益变动触及1% 刻度的告知函》，中阅聚焦9号在2026年1月8日至2026年1月14日期间通过集中竞价方式减持其所持有的 公司股份410万股，占公司总股本的0.72%，中阅聚焦9号持有公司股份的比例从8.68%减少至7.96%，权 益变动比例触及1%刻度。 ...

梦百合公告称，2026年1月8 - 14日，持股5%以上股东中阅聚焦9号通过集中竞价减持410万股，占总股 本0.72%。其持股比例从8.68%降至7.96%，权益变动比例触及1%刻度。本次减持是履行此前披露计 划，不触及要约收购，不会导致控股股东、实控人变化，减持计划尚未实施完毕。 ...

改造宿舍硬板床，用薄床垫助力青训球员体力恢复 近日，MLILY梦百合（603313）携手南通支云足球俱乐部，向江苏省如皋市多所中学的青训队捐赠了 一批适合学生宿舍使用的0压薄床垫产品，旨在改善青训队员的集体住宿睡眠条件，帮助青训队员拥有 更舒适、深度的睡眠，从而获得更好的学习和运动表现。 这是梦百合长期公益项目的又一次落地实践，多年来，梦百合通过产品捐赠、设立奖学金、赞助足球队 等方式，支持南通当地教育事业、足球事业发展，并将公益行动扩展至全国范围，长期捐助学校、医 院、养老院等，将睡眠健康议题置于更广泛的公众视野中，普及科学的睡眠知识，改变国人睡硬床的传 统观念。 梦百合在体育与公益领域的投入呈现系统性、长期性的布局。在职业体育层面，梦百合与英超曼联足球 俱乐部自2016年携手，成为曼联官方全球合作伙伴，并已续约至2031年。多年来，梦百合与曼联的运动 修复与再生团队协力开发产品，为球员打造高质量的睡眠和放松环境，为高竞技水平下的运动恢复提供 了关键支持。 同时，作为起源于南通的企业，梦百合自2023年起成为家乡球队南通支云的战略合作伙伴，与南通支云 并肩作战，共同推动南通足球事业的蓬勃发展，2025年，双 ...

近日，MLILY梦百合携手南通支云足球俱乐部，向江苏省如皋市多所中学的青训队捐赠了一批适合学 生宿舍使用的0压薄床垫产品，旨在改善青训队员的集体住宿睡眠条件，帮助青训队员拥有更舒适、深 度的睡眠，从而获得更好的学习和运动表现。 这是梦百合长期公益项目的又一次落地实践，多年来，梦百合通过产品捐赠、设立奖学金、赞助足球队 等方式，支持南通当地教育事业、足球事业发展，并将公益行动扩展至全国范围，长期捐助学校、医 院、养老院等，将睡眠健康议题置于更广泛的公众视野中，普及科学的睡眠知识，改变国人睡硬床的传 统观念。 改造宿舍硬板床，用薄床垫助力青训球员体力恢复 梦百合此次捐赠薄床垫，源于对学校宿舍睡眠现状的深刻观察。在空间有限、集体居住的宿舍环境中， 一张尺寸适配、舒适贴合、易于打理的床垫正是改善睡眠质量直接有效的方式。 践行长期主义，从职业体育到社区公益的睡眠关怀 梦百合在体育与公益领域的投入呈现系统性、长期性的布局。在职业体育层面，梦百合与英超曼联足球 俱乐部自2016年携手，成为曼联官方全球合作伙伴，并已续约至2031年。多年来，梦百合与曼联的运动 修复与再生团队协力开发产品，为球员打造高质量的睡眠和放松环境，为 ...

Core Viewpoint - The report from Southwest Securities indicates that the performance of the light industry sector in 2025 is expected to be flat, with cyclical and traditional manufacturing valuations under pressure, while packaging, exports, and personal care sectors show differentiated performance [1] 2025 Sector Review - In 2025, the light industry sector experienced relatively flat performance, with traditional cyclical and manufacturing companies facing valuation pressure. However, the packaging and printing sectors benefited from price increases and cross-industry transformations, leading to better stock performance [1] - The export sector showed some differentiation due to tariff policy disruptions, with companies that have balanced production capacity, strong demand resilience, and low tariff impact performing better [1] - The personal care sector achieved excess returns in the first half of the year but entered a valuation digestion phase in the second half due to intensified competition in e-commerce channels. However, domestic brands are expected to continue their growth trajectory due to product structure optimization and channel expansion [1] 2026 Stock Selection Strategy - The focus will be on undervalued cyclical assets as valuation recovery is anticipated amid changes in the bulk commodity cycle, gradually realizing allocation value [2] - There is a need to balance the valuation and growth potential of new consumption and export sectors, favoring high-growth or low-valuation, high-safety stocks [2] - Four main lines of focus for stock selection include: 1. Gradually emphasizing undervalued cyclical stocks, particularly in the paper sector, which is expected to see price increases driven by "anti-involution" and traditional peak season factors, with net profit per ton likely to recover [2] 2. Export stocks with strong demand resilience and manufacturing capabilities are still considered valuable for allocation, especially those with good growth potential in niche categories and minimal tariff impact [2] 3. Domestic personal care brands are expected to see upward trends in market share and growth potential due to rapid product iteration and competitive pricing [2] 4. New consumption trends in AI glasses, new tobacco products, pet supplies, and trendy toys are expected to continue their upward trajectory, contributing to the growth of the consumption sector [2] Recommended Stocks - Recommended stocks include Sun Paper, Bohui Paper, Weigao Medical, Baiya Co., Nobon Co., Yiyi Co., Mengbaihe, and Gujia Home [3]

Core Insights - The report emphasizes the importance of capitalizing on emotional consumption trends and reassessing cyclical value in the light of the 2026 investment strategy for the light industry sector [1][3]. 2025 Sector Review - In 2025, the light industry sector experienced relatively flat performance, with traditional cyclical and manufacturing companies facing valuation pressure. However, packaging and printing sectors benefited from price increases and cross-industry transformations, leading to better stock performance [4]. - The export sector showed some differentiation due to tariff policy disruptions, with companies that had balanced production capacity and strong demand performing better. The personal care sector saw excess returns in the first half of the year but faced valuation digestion in the second half due to intensified e-commerce competition [4][5]. - The report suggests a dual focus for stock selection in 2026: on one hand, to pay attention to undervalued cyclical assets for valuation recovery; on the other hand, to balance the valuation and growth potential of new consumption and export sectors [4]. Stock Selection Strategy - The report recommends four main lines for stock selection: 1. Gradually focus on undervalued cyclical stocks, particularly in the paper sector, which is expected to see price increases driven by seasonal demand and low channel inventory [4]. 2. Maintain a high allocation to export stocks with strong demand resilience and manufacturing capabilities, especially those less affected by tariffs [4]. 3. Invest in high-quality domestic personal care brands benefiting from product structure optimization and channel expansion [4]. 4. Explore new consumption trends in categories like AI glasses, new tobacco products, pet supplies, and trendy toys, which are expected to see significant growth [4]. Recommended Stocks - The report lists several recommended stocks, including: - Sun Paper Industry (002078.SZ) - Bohui Paper Industry (600966.SZ) - Weigao Medical (300888.SZ) - Baiya Co., Ltd. (003006.SZ) - Nobon Co., Ltd. (603238.SH) - Yiyi Co., Ltd. (001206.SZ) - Mengbaihe (603313.SH) - Gujia Home (603816.SH) [4]. 2025 Sector Performance Data - As of December 31, 2025, the SW light industry manufacturing sector had an overall increase of 20.1%, outperforming the Shanghai Composite Index by 1.7 percentage points. The packaging and printing sector performed particularly well with a 35.4% increase [12]. - The report highlights that the packaging sector benefited from price increases and cross-industry transformations, while the home and entertainment sectors also saw significant gains [12][14]. Export Sector Insights - The report notes that from November 2025, the U.S. reduced tariffs on Chinese imports to 20%, leading to a gradual recovery in orders. The fluctuations in tariff policies had previously caused delays in orders from U.S. buyers [76]. - The report indicates that the export sector is expected to see a return to competitive pricing against ASEAN countries following the tariff adjustments, which may accelerate industry consolidation [76][81]. Personal Care Sector Trends - The personal care sector is experiencing product structure upgrades and channel benefits, with brands focusing on high-demand segments such as oral care and women's hygiene products [31][50]. - The report forecasts that the market for women's hygiene products will reach 1079.6 billion yuan in 2025, with a compound annual growth rate (CAGR) of 3.0% from 2025 to 2029 [50][51]. Baby Care Market Dynamics - The baby care market is projected to grow at a CAGR of 3.1% from 2025 to 2029, with a focus on premiumization and specialized products to counteract declining birth rates [59][66]. - The report highlights that single-child consumption is increasing, which helps mitigate the impact of declining birth rates on the market [69].

（编辑 丛可心） 证券日报网讯 1月7日，梦百合发布公告称，截至本公告披露日，公司控股股东倪张根及其一致行动人 梦康公司累计增持约958.60万股，占总股本1.68%，合计金额约8023.56万元，已达增持计划下限8000万 元，增持计划实施完毕。 ...

（记者 张明双） 每经头条（nbdtoutiao）——十年首现，沪指连续站稳关键位置！高盛：建议高配中国股票！券商分析 师：人民币升值等因素加速跨境资本回流 每经AI快讯，梦百合1月7日晚间发布公告称，2026年1月6日，公司控股股东倪张根先生的一致行动人 梦康有限公司通过集中竞价方式增持了公司约143万股股份，占公司股份总数的0.25%，资金来源为自 有资金。截至本公告披露日，公司控股股东倪张根先生及其一致行动人梦康通过上海证券交易所交易系 统累计增持公司股份合计约959万股，占公司总股本比例为1.68%，累计增持金额合计约8024万元，占 增持计划金额下限的100.29%，已经超过增持计划金额下限，相关增持计划已实施完毕。 ...

梦百合家居科技股份有限公司 2026 年第一次临时股东会会议资料 二零二六年一月 | 梦百合家居科技股份有限公司 2026 年第一次临时股东会会议须知 | 2 | | --- | --- | | 梦百合家居科技股份有限公司 2026 年第一次临时股东会会议议程 | 4 | | 议案一：关于部分募投项目变更、结项并将剩余募集资金投入新项目的议案 6 | | | 议案二：关于修订《募集资金管理办法》的议案 15 | | | 议案三：关于修订《关联交易管理制度》的议案 16 | | | 议案四：关于修订《会计师事务所选聘制度》的议案 | 17 | | 议案五：关于修订《独立董事工作制度》的议案 18 | | | 议案六：关于修订《董事、高级管理人员薪酬管理制度》的议案 | 19 | 梦百合家居科技股份有限公司 2026 年第一次临时股东会会议资料 梦百合家居科技股份有限公司 二、本次会议期间，全体参会人员应以维护股东的合法权益，确保会议的正常秩序和议 事效率为原则，自觉履行法定义务。 三、为保证本次会议的严肃性和正常秩序，除出席会议的股东及股东代理人、董事、公 司高级管理人员、公司聘任律师及中介机构外，公司有权依法 ...