证券代码：603313 证券简称：梦百合 公告编号：2025-050 梦百合家居科技股份有限公司 关于回购股份比例达到 3%暨回购进展公告 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： 回购方案首次披露日 2025/5/10 回购方案实施期限 2025 年 5 月 9 日~2026 年 5 月 8 日 三、其他事项 公司将严格按照《上市公司股份回购规则》 预计回购金额 0.85亿元~1.70亿元 □减少注册资本 √用于员工持股计划或股权激励 回购用途 □用于转换公司可转债 □为维护公司价值及股东权益 累计已回购股数 1,879.3150万股 累计已回购股数占总股本比例 3.29% 累计已回购金额 16,119.2413万元 实际回购价格区间 8.070元/股~9.139元/股 一、回购股份的基本情况 梦百合家居科技股份有限公司（以下简称"公司"）于 2025 年 5 月 9 日召开 的第四届董事会第二十八次会议以 7 票同意、0 票反对、0 票弃权审议通过了《关 于以集中竞价交易方式回购公司股份方案的议案》， ...

Core Viewpoint - The company Mengbaili (603313) announced a share buyback, indicating a strategic move to enhance shareholder value and confidence in the company's future prospects [1] Group 1 - As of July 31, 2025, the company has repurchased a total of 18.793150 million shares [1] - The repurchased shares represent 3.29% of the company's total share capital [1]

格隆汇7月31日丨梦百合(603313.SH)公布，截至2025年7月31日，公司通过集中竞价交易方式已累计回 购股份1,879.3150万股，占公司总股本的比例为3.29%，与上次披露数相比增加0.49%，购买的最高价为 9.139元/股、最低价为8.070元/股，已支付的总金额为16,119.2413万元（不含交易费用）。 ...

2024年1至12月份，梦百合的营业收入构成为：家居用品占比97.43%，其他业务占比2.57%。 （文章来源：每日经济新闻） 梦百合（SH 603313，收盘价：8.48元）7月31日晚间发布公告称，截至2025年7月31日，公司通过集中 竞价交易方式已累计回购股份约1879.32万股，占公司总股本的比例为3.29%，与上次披露数相比增加 0.49%，购买的最高价为约9.14元/股、最低价为8.07元/股，已支付的总金额约为1.61亿元。 ...

证券代码：603313 证券简称：梦百合 公告编号：2025-050 梦百合家居科技股份有限公司 关于回购股份比例达到 3%暨回购进展公告 2025-036）。 二、回购股份的进展情况 截至 2025 年 7 月 31 日，公司通过集中竞价交易方式已累计回购股份 1,879.3150 万股，占公司总股本的比例为 3.29%，与上次披露数相比增加 0.49%， 购买的最高价为 9.139 元/股、最低价为 8.070 元/股，已支付的总金额为 16,119.2413 万元（不含交易费用）。 上述回购进展符合既定的回购股份方案。 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做出 回购决策并予以实施，同时根据回购股份事项进展情况及时履行信息披露义务， 敬请广大投资者注意投资风险。 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： | 回购方案首次披露日 | 2025/5/10 | | | | | | --- | ...

格隆汇7月31日丨梦百合(603313.SH)公布，截至2025年7月31日，公司通过集中竞价交易方式已累计回 购股份1,879.3150万股，占公司总股本的比例为3.29%，与上次披露数相比增加0.49%，购买的最高价为 9.139元/股、最低价为8.070元/股，已支付的总金额为16,119.2413万元（不含交易费用）。 ...

Core Viewpoint - The MLILY Dream Lily "Aoying Cup" National Amateur Go Tournament successfully concluded, showcasing the company's commitment to promoting Go culture and providing a platform for enthusiasts [1][20]. Group 1: Event Overview - The tournament took place from July 26 to 27, featuring 8 strong players from three categories determined through online competitions [1][3]. - The finals were held at the MLILY Dream Lily Zero-Pressure Hotel, where awards were presented to the top players in each category: He Junkai (Beginner), Du Yiwei (Low-Dan), and Li Chunyu (High-Dan) [3][10]. Group 2: Professional Player Exhibition - The event included a professional player exhibition featuring prominent figures such as the popular Go influencer Zhan Ying, world champion Yang Kaiwen, and others, who engaged in various interactive activities to highlight the depth of Go culture [5][12]. Group 3: Partnership and Product Development - MLILY Dream Lily has established a deep partnership with Zhan Ying's studio, focusing on promoting scientific sleep concepts and developing products like pillows and cushions for Go enthusiasts [7][9]. - The collaboration aims to dispel misconceptions about hard beds and enhance recovery for mental athletes through innovative sleep solutions [9][18]. Group 4: Sleep Quality and Performance - The tournament participants experienced the benefits of the MLILY Zero-Pressure Hotel, which features smart beds designed to improve sleep quality, crucial for maintaining peak performance in Go [10][15]. - Research indicates that the MLILY Zero-Pressure Mattress significantly enhances sleep quality, reducing sleep onset time by 49% and increasing deep sleep duration by 38.1% [17]. Group 5: Long-term Commitment to Go Culture - MLILY Dream Lily has been actively supporting Go culture since 2013, organizing various tournaments and events to foster growth and interest in the game among all age groups [18][20]. - The company has also initiated youth Go competitions, engaging over 18,100 children across 30 provinces, thereby promoting Go culture among the younger generation [20].

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research visits in the past 30 days include Ice Wheel Environment, Boshi Jie, Dazhu CNC, Fuguang Co., and Jun Ding Da [2][11] - In the last five days, the most popular companies for institutional research were Ice Wheel Environment, Yanjing Beer, Xingrong Environment, Ningbo Bank, and Chaojie Co. [2][11] - Among the top twenty companies in the past 30 days, six companies had ten or more rating agencies, including Yanjing Beer, Huadian Co., China National Heavy Duty Truck Group, Huichuan Technology, Hualing Steel, and Northern Rare Earth [2][11] - Yanjing Beer, Huadian Co., and China National Heavy Duty Truck Group are expected to see significant growth in net profit attributable to shareholders in 2024 compared to 2023 [2][11] Group 2: Shareholder Increase and Buyback Strategies - From July 14 to July 18, 2025, three companies announced significant shareholder increases: Diou Home, Liard, and Huachao City A [3][15] - A total of 81 companies announced buyback progress during the same period, with 18 companies having ten or more rating agencies [3][20] - Among the buybacks, five companies had an expected buyback amount that exceeded 1% of their market value on the announcement date: Xiamen Xiangyu, Changhong Meiling, Mengbaihe, Longsheng Technology, and Hainan Huatie [3][20] - From January 1 to July 18, 2025, 241 companies announced shareholder increases, with 63 having ten or more rating agencies [3][17] - Of these, 19 companies had an expected increase amount that exceeded 1% of their market value, including New Energy, Tunnel Co., Sailun Tire, and Wanrun Co. [3][17] Group 3: Buyback Situation - From January 1 to July 18, 2025, 1587 companies announced buyback progress, with 346 having ten or more rating agencies [3][21] - Among these, 97 companies had a buyback amount that exceeded 1% of their market value on the announcement date [3][21] - Companies in the board proposal stage include Jiayi Co., Haixing Electric, Huaming Equipment, Jinfa Technology, Shantui Co., Sanofi Biological, Liugong, Mosi Co., Muyuan Co., New Continent, and Jiajia Yue [3][21]

Investment Rating - The report emphasizes a focus on companies with high earnings growth certainty and relatively high dividend support in the domestic market [4][9]. Core Insights - The home furnishing sector shows a year-on-year increase of 28.7% in furniture retail sales in June, but demand has weakened since July due to the lack of new government subsidies [4][9]. - The new tobacco sector is witnessing a recovery, with Smoore's H1 2025 revenue expected to grow by 18% year-on-year, indicating stabilization in the vaping business [15][16]. - The paper and packaging industry is experiencing price stabilization, with expectations for a recovery in demand for white cardboard and cultural paper [17][18]. - The light industry and personal care sector is facing a downturn, but there are investment opportunities in leading brands [19][20]. - The toy sector, particularly Bubble Mart, is highlighted for its strong performance, with a 94% year-on-year increase in online sales of blind boxes in Q2 [21][22]. - The two-wheeler market is expected to see a rebound in Q3, driven by new policies in Vietnam promoting electric vehicle replacements [22][31]. Summary by Sections Home Furnishing Sector - Retail sales of furniture increased by 28.7% year-on-year in June, but demand has weakened since July due to subsidy issues [4][9]. - The overall real estate investment decreased by 10.3% year-on-year in June, with residential construction area down by 4.3% [4][9]. New Tobacco Sector - Smoore's H1 2025 revenue is projected to grow by 18% year-on-year, indicating a recovery in the vaping market [15][16]. - The FDA's recent approvals for JUUL products suggest a positive trend in the U.S. compliance market [15][16]. Paper and Packaging Sector - Paper prices are stabilizing, with expectations for recovery in demand for specific paper types [17][18]. - The packaging sector is seeing improvements in profitability for metal packaging companies due to industry consolidation [17][18]. Light Industry and Personal Care - The sector is experiencing a downturn, but leading brands are still seen as investment opportunities [19][20]. - Online sales for personal care products have shown mixed results, with some categories facing increased competition [20][23]. Toy Sector - Bubble Mart is highlighted for its strong performance, with a 209% year-on-year increase in GMV [21][22]. - The overall toy market is benefiting from new operational models and IP advantages [21][22]. Two-Wheeler Market - The market is expected to rebound in Q3, with new policies in Vietnam promoting electric vehicle replacements [22][31]. - Leading companies in the sector are expected to show good growth in their mid-year reports [22][31].

Core Insights - The children's mattress market in China is experiencing rapid growth, driven by rising income levels and evolving parenting concepts, with market size projected to increase from 9.216 billion yuan in 2015 to 17.908 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 7.66% [1][17] - The demand for high-quality, functional, and safe products is expected to continue driving market expansion, particularly as younger generations of parents become the primary consumers [1][17] Industry Overview - Children's mattresses are designed to support the unique skeletal development of children, categorized into four growth stages: 1-5 years, 8-10 years, 11-13 years, and 14-18 years [3][5] - The industry includes various types of mattresses, such as spring, latex, palm, memory foam, and 3D material mattresses [3] Market Demand and Population Statistics - The total population of children aged 0-14 in China is projected to be 223 million in 2024, providing a solid foundation for the children's mattress market despite a slight decline from 2023 [7] - The demand for natural latex has been increasing, with production expected to reach approximately 371,400 tons in 2024, while demand is projected to grow from 700,800 tons in 2015 to 1,026,400 tons in 2024 [14] Policy Support - The Chinese government has implemented various policies to promote the replacement of old home furnishings, benefiting the children's mattress sector as part of the broader home improvement market [9][11] - Key policies include the "2025 Home Renovation 'Renewal' Work" and the "Consumption Promotion Special Action Plan," which aim to support green and intelligent home products [9][11] Industry Structure - The children's mattress industry has a well-established supply chain, including upstream raw material suppliers, midstream manufacturers, and downstream sales channels [12] - The rise of e-commerce has made online sales a significant channel for children's mattress distribution [12] Competitive Landscape - The industry consists of numerous manufacturers, with around 20 major companies producing over 200,000 mattresses annually [20] - Major brands include Xilinmen, Mousse, Mengbaihe, and others, with many companies focusing on mid-range products [20][21] Development Trends - The industry is moving towards smart technology integration, with future mattresses expected to incorporate sensors and AI for real-time monitoring and adjustment of sleep quality [27] - Environmental sustainability is becoming a fundamental requirement, with a shift towards using natural materials and reducing chemical additives in production [28] - There is a growing trend towards personalized products, with designs tailored to different age groups and preferences, enhancing consumer engagement [29]