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轻工石油链标的复盘梳理-20260303
GUOTAI HAITONG SECURITIES· 2026-03-03 05:07
┃ 包装、出口、个护上游原材料涉及石化衍生品 | 板块 | 公司 | 主营产品 | 石化类原材料 | 石化类原材料/营业成本 | | --- | --- | --- | --- | --- | | 包装 | 新巨手 | 无菌包装 | 聚乙烯 | 24% | | | 永新股份 家联科技 | 塑料薄膜 塑料日用品 | PE薄膜/BOPP PP/PS | 64% 53% | | | 共创草坪 | 人造草坪 | PE/PP | 34% | | | 天振股份 | PVC地板 | PVC树脂粉 | 20% | | 轻工出口 | 海象新材 | PVC地板 | PVC树脂粉 | 22% | | | 爱丽家居 | PVC地板 | PVC树脂粉 | 22% | | | 梦百合 | 乳胶床垫 | 娶醚/TDI/MDI | 32% | | | 玉马遮阳 | 遮阳面料 | 娶酯纤维/PVC | 36% | | | 浙江自然 | 户外帐篷/充气床垫 | TPU /TDI/聚醚多元醇 | 25% | | 个护 | 自亚股份 | ア生巾 | 无纺布/PE膜/SAP | 39% | | | 依依股份 | 宠物护垫/无纺布 | 无纺布/聚丙烯/ ...
梦百合家居科技股份有限公司 关于提前归还部分临时补充流动资金的募集资金的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-02-28 01:09
● 截至2026年2月27日,梦百合家居科技股份有限公司(以下简称"公司")已累计归还临时补充流动资 金的闲置募集资金人民币1,000万元。 一、本次归还的募集资金前期临时补充流动资金情况 公司于2025年3月27日召开的第四届董事会第二十五次会议和第四届监事会第二十一次会议审议通过了 《关于使用部分闲置募集资金临时补充流动资金的议案》,同意公司使用不超过人民币10,000万元闲置 募集资金临时补充流动资金,使用期限自董事会审议通过之日起不超过12个月。在使用期限内,公司将 根据募投项目投资进度逐步归还上述资金至募集资金专户。具体内容详见公司在上海证券交易所网站 (www.sse.com.cn)刊登的《关于使用部分闲置募集资金临时补充流动资金的公告》(公告编号: 2025-017)。 登录新浪财经APP 搜索【信披】查看更多考评等级 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: 近日,公司将上述用于临时补充流动资金的部分闲置募集资金500万元提前归还至募集资金专用账户, 并将上述募集资金归还情况及时通知了公司 ...
梦百合(603313) - 关于提前归还部分临时补充流动资金的募集资金的公告
2026-02-27 09:00
证券代码:603313 证券简称:梦百合 公告编号:2026-010 梦百合家居科技股份有限公司 公司于2025年3月27日召开的第四届董事会第二十五次会议和第四届监事会 第二十一次会议审议通过了《关于使用部分闲置募集资金临时补充流动资金的议 案》,同意公司使用不超过人民币10,000万元闲置募集资金临时补充流动资金, 使用期限自董事会审议通过之日起不超过12个月。在使用期限内,公司将根据募 投项目投资进度逐步归还上述资金至募集资金专户。具体内容详见公司在上海证 券交易所网站(www.sse.com.cn)刊登的《关于使用部分闲置募集资金临时补充 流动资金的公告》(公告编号:2025-017)。 | 发行名称 | 2021年向特定对象发行股票 | | --- | --- | | 募集资金到账时间 | 2023年11月1日 | | 临时补流募集资金金额(万元) | 10,000 | | 补流期限 | 2025-3-27至2026-3-26 | 二、归还募集资金的相关情况 近日,公司将上述用于临时补充流动资金的部分闲置募集资金500万元提前 归还至募集资金专用账户,并将上述募集资金归还情况及时通知了公司的保荐机 ...
第九届“MLILY梦百合0压床垫杯”全国业余围棋公开赛在如皋圆满收官
Sou Hu Wang· 2026-02-25 06:59
2月22日,第九届"MLILY梦百合0压床垫杯"全国业余围棋公开赛在江苏如皋落下帷幕,通过连续3日的 激烈酣战,各路围棋高手纹枰论道、各展棋艺,最终,周振宇、陈扬、虞宸炫获公开组前三名;周乐 萱、温轩语、肖丽朵获女子组前三名;陈小军、王晨、黄卫忠获中老年组前三名。本届赛事的升段名单 也同步揭晓,李方家成功晋升业余7段,陈小军晋升业余6段,为全国业余棋坛再添新生力量。 自2013年创办以来,"MLILY梦百合0压床垫杯"全国业余围棋公开赛始终致力于为业余棋手搭建交流成 长的平台,而这背后,是梦百合对中国围棋事业的持续深耕。作为中国国家围棋队舒压产品供应商,梦 百合将"0 压睡眠" 科技与理念融入本届赛事,梦百合0压床垫凭借高贴合度的特性,能够有效分散人体 压力、缓解肌肉疲劳、促进深度睡眠,为棋手们提供专业的身心恢复保障,助力棋手在高强度对弈后快 速调整状态,成为赛场背后的"硬核支撑"。 此外,梦百合在职业围棋赛事、少儿围棋普及领域也深耕多年,不仅举办了五届"MLILY梦百合0压床 垫杯"世界围棋公开赛,为中国棋手站上世界舞台打造了平台,也举办了近500场"MLILY梦百合0压床垫 杯"少儿围棋交流赛,搭建了从" ...
梦百合股价涨5.65%,平安基金旗下1只基金位居十大流通股东,持有258.13万股浮盈赚取136.81万元
Xin Lang Cai Jing· 2026-02-24 02:11
Group 1 - The core viewpoint of the news is that Mengbaihe's stock price increased by 5.65% to 9.91 CNY per share, with a total market capitalization of 5.655 billion CNY as of the report date [1] - Mengbaihe Home Technology Co., Ltd. specializes in the research, production, and sales of home products aimed at enhancing deep sleep, including memory foam mattresses, pillows, sofas, electric beds, and other home products [1] - The revenue composition of Mengbaihe's main business includes memory foam mattresses (52.06%), sofas (13.12%), other products (10.07%), electric beds (7.48%), bedding (6.99%), memory foam pillows (6.95%), and other supplementary products (3.34%) [1] Group 2 - Ping An Fund's Ping An Research Selected Mixed A (009661) has entered the top ten circulating shareholders of Mengbaihe, holding 2.5813 million shares, which is 0.45% of the circulating shares [2] - The fund has achieved a year-to-date return of 7.18% and a one-year return of 26.17%, ranking 2617 out of 8994 and 4157 out of 8199 in its category, respectively [2] - The fund manager, Li Huasong, has a tenure of 10 years and 60 days, with the best fund return during his tenure being 104.58% and the worst being -51.59% [3]
梦百合家居科技股份有限公司 关于公司为全资子公司提供担保的进展公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-02-11 22:40
Core Points - The company has provided a pledge guarantee for a loan of 38.75 million RMB to its wholly-owned subsidiary, American South Carolina, through a contract with Zheshang Bank [1][4][5] - The total guarantee amount for American South Carolina has increased to approximately 87.33 million RMB after this transaction, within the approved limit by the shareholders [2][6] - The company has a total external guarantee amount of approximately 369,465.50 million RMB, which is 101.83% of its latest audited net assets, with no overdue guarantees reported [7][8] Guarantee Details - The loan amount guaranteed is 38.75 million RMB, with no counter-guarantee provided [1][5] - The guarantee is structured as a pledge of a deposit, covering all related costs and fees associated with the loan [4][5] - The guarantee is deemed necessary and reasonable as American South Carolina has no overdue debts and is capable of repayment [6] Internal Decision Process - The guarantee was approved during the company's board meeting on April 24, 2025, and the annual shareholders' meeting on May 16, 2025 [2][6] - The approved guarantee limit for American South Carolina for 2025 is set at 15 million USD, translating to approximately 55.58 million RMB based on the exchange rate [2]
梦百合(603313) - 关于公司为全资子公司提供担保的进展公告
2026-02-11 08:30
证券代码:603313 证券简称:梦百合 公告编号:2026-009 梦百合家居科技股份有限公司 关于公司为全资子公司提供担保的进展公告 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: 公司于 2025 年 4 月 24 日召开的第四届董事会第二十六次会议、2025 年 5 月 16 日召开的 2024 年年度股东会审议通过了《关于公司及子公司 2025 年度为 控股子公司提供担保额度预计的议案》,同意公司及子公司 2025 年度为美国南卡 提供的新增担保额度为 1,500 万美元,具体内容详见公司分别于 2025 年 4 月 26 日、2025 年 5 月 17 日在上交所网站披露的《关于公司及子公司 2025 年度为控 股子公司提供担保额度预计的公告》(公告编号:2025-026)、《2024 年年度股东 会决议公告》(公告编号:2025-039)。 本次担保事项前,公司及子公司对美国南卡的担保余额为 4,857.87 万元人 民币,美国南卡可用担保额度按照 2026 年 2 月 11 日美元对人民币汇率中 ...
2025梦百合0压床垫杯少儿围棋棋王赛圆满落幕,科学睡眠观护航青少年成长
Sou Hu Wang· 2026-02-10 04:43
Core Insights - The first "MLILY Dream Lily 0 Pressure Mattress Cup" Children's Go King Competition concluded successfully in Shanghai, showcasing the intelligence and talent of young players from across China [1][8] - The event marks a significant achievement for MLILY in promoting children's Go, reflecting the company's commitment to supporting the development of Go in China and nurturing future talent [1][10] Event Structure and Participation - The competition was organized by MLILY Home Technology Co., Ltd. and involved a three-tiered system, starting with offline selections in various cities, followed by online qualifying rounds, and culminating in the finals [3][10] - Over 1,000 young players participated in the initial selection phase, with 350 advancing to the online rounds, and 120 qualifying for the finals [3][10] Notable Guests and Activities - The finals featured renowned Go champions, including Mi Yuting, who provided guidance to young players, enhancing the event's appeal [5][6] - A special segment allowed Mi Yuting to mentor six young players simultaneously, emphasizing the connection between elite competition and youth development [5][6] Achievements and Recognition - Yang Qianyi from Hangzhou emerged as the champion, with other top positions filled by Xiang Ziming, Ma Yichen, and Gao Moyang [8] - The event is part of MLILY's broader initiative to promote Go, having organized 475 offline children's Go exchange competitions since 2023, engaging over 38,000 young players nationwide [10][12] Brand Commitment and Product Integration - MLILY has been a partner of the Chinese National Go Team for over a decade, promoting scientific sleep concepts alongside Go [12][16] - The company's products, including the patented non-temperature-sensitive 0-pressure mattress, are designed to enhance sleep quality, which is crucial for cognitive recovery and performance in mentally demanding activities like Go [16][17] Venue and Experience - The finals were held at the MLILY 0 Pressure Hotel, a high-end business hotel equipped with smart beds and multifunctional spaces suitable for large events [18] - The hotel aims to provide a comprehensive experience, allowing guests to purchase products after experiencing them firsthand, thus extending the comfort of sleep into their homes [18] Future Directions - MLILY plans to continue its commitment to enhancing deep sleep and supporting Go initiatives, ensuring that scientific sleep and intellectual growth go hand in hand for aspiring young players [20]
梦百合:关于提前归还部分临时补充流动资金的募集资金的公告
Zheng Quan Ri Bao· 2026-02-06 13:13
Group 1 - The company, Dream百合, announced that as of February 6, 2026, it has repaid idle raised funds amounting to 5 million RMB for temporary supplementary working capital [2]
梦百合(603313) - 关于提前归还部分临时补充流动资金的募集资金的公告
2026-02-06 08:15
截至 2026 年 2 月 6 日,梦百合家居科技股份有限公司(以下简称"公 司")已归还临时补充流动资金的闲置募集资金人民币 500 万元。 一、本次归还的募集资金前期临时补充流动资金情况 证券代码:603313 证券简称:梦百合 公告编号:2026-008 公司于2025年3月27日召开的第四届董事会第二十五次会议和第四届监事会 第二十一次会议审议通过了《关于使用部分闲置募集资金临时补充流动资金的议 案》,同意公司使用不超过人民币10,000万元闲置募集资金临时补充流动资金, 使用期限自董事会审议通过之日起不超过12个月。在使用期限内,公司将根据募 投项目投资进度逐步归还上述资金至募集资金专户。具体内容详见公司在上海证 券交易所网站(www.sse.com.cn)刊登的《关于使用部分闲置募集资金临时补充 流动资金的公告》(公告编号:2025-017)。 梦百合家居科技股份有限公司 关于提前归还部分临时补充流动资金的募集资金的公告 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: 近日,公司将上述用于临时补充流 ...