资金流向方面，主力资金净流出165.66万元，特大单买入115.46万元，占比4.01%，卖出122.13万元，占 比4.24%；大单买入266.36万元，占比9.25%，卖出425.35万元，占比14.77%。 梦百合今年以来股价涨2.81%，近5个交易日跌1.29%，近20日跌0.87%，近60日涨5.29%。 1月6日，梦百合盘中上涨2.01%，截至10:15，报9.15元/股，成交2879.84万元，换手率0.56%，总市值 52.21亿元。 截至9月30日，梦百合股东户数2.41万，较上期减少0.17%；人均流通股23651股，较上期增加0.17%。 2025年1月-9月，梦百合实现营业收入67.56亿元，同比增长10.29%；归母净利润1.61亿元，同比增长 205.18%。 分红方面，梦百合A股上市后累计派现5.46亿元。近三年，累计派现2852.93万元。 机构持仓方面，截止2025年9月30日，梦百合十大流通股东中，华安安康灵活配置混合A（002363）位 居第四大流通股东，持股688.38万股，相比上期减少294.40万股。交银瑞思混合(LOF)（501092）位居 第六大流通股东，持股3 ...

Core Viewpoint - The company, Mengbaihe, is adjusting its overseas expansion strategy in response to a slowing global economy and fluctuations in the home furnishing market, focusing on building an e-commerce warehouse in the U.S. instead of expanding production capacity [1][2]. Group 1: Investment Adjustments - Mengbaihe plans to invest approximately 1.7 billion yuan in a new e-commerce warehouse project in the U.S. East, utilizing funds from previous projects that were not fully spent [1]. - The company will supplement the funding gap for the new warehouse project with its own or self-raised funds, as the total funding from previous projects is about 1.55 billion yuan [1]. - The expansion of the Arizona production base, originally planned to increase mattress production capacity, has been delayed from March 2024 to May 2027 [1]. Group 2: Market Dynamics - The U.S. mattress market has seen a decline, with its size dropping from 10.8 billion USD in 2023 to 10.4 billion USD in 2024, influenced by economic slowdown, policy uncertainties, and inflation pressures [2]. - Mengbaihe's existing production capacity is deemed sufficient to meet current market demands, prompting the shift in investment focus to enhance risk resilience and improve capital efficiency [2]. Group 3: E-commerce Growth - Mengbaihe's overseas online business revenue surged from 263 million yuan in 2021 to 1.436 billion yuan in 2024, reflecting a compound annual growth rate of 76.09% [3]. - The company aims to establish a self-controlled overseas warehouse to meet the growing demands of its online business, as the current rental-based warehouse network is insufficient for efficient operations [3][4]. Group 4: Industry Trends - The share of e-commerce in U.S. indoor furniture retail sales has increased significantly from 15% in 2019 to 34% in 2024, indicating a strong trend towards online sales [4]. - The macroeconomic environment, characterized by high inflation and interest rates, has led to fluctuations in furniture consumption, making it more prudent for companies to invest in enhancing online operational efficiency rather than blindly expanding production capacity [5].

Group 1: Longevity as a Cultural and Economic Driver - Rugao is recognized as a "World Longevity City" by the United Nations, with a significantly higher number of centenarians compared to the standard for such cities, making longevity a key aspect of its cultural identity [1] - The city aims to leverage its longevity brand to enhance various industries, including agriculture, health care, and tourism, and is working towards becoming a provincial-level longevity culture protection experimental zone [1][5] - Rugao has established nearly 70 industrial enterprises in the silver-haired industry, with an annual output value exceeding 20 million yuan, and aims for the life and health industry chain to achieve an industrial output value of 5.33 billion yuan by the third quarter of 2025 [1][2] Group 2: Development of Silver Economy - Mengbaihe Company has developed "elderly mode" memory mattresses, which have been included in the Ministry of Industry and Information Technology's promotion directory for elderly products, indicating a focus on the elderly market [2] - Rugao is building a comprehensive silver economy industry chain that includes elderly product manufacturing, healthcare, health food, and elderly services, with over 30 key enterprises in elderly products and more than 20 high-tech companies in the healthcare sector [2] - The city is also focusing on creating a longevity innovation ecosystem, including the establishment of a "Rugao Longevity Culture Resource Database" and collaboration with universities for research on longevity and aging [2][3] Group 3: Agricultural and Food Industry Development - Rugao's black cabbage, known as a "longevity vegetable," is processed and can be preserved for up to 24 months, with an expected export volume of nearly 2,089 tons by 2025, reflecting a 17.9% year-on-year increase [3] - The city is transforming its natural agricultural resources into industrial advantages, with functional health foods like selenium-rich rice and ginkgo products gaining popularity, and traditional foods being certified as health products [3] - Rugao has authorized 49 enterprises under the "Su. Rugao Longevity" regional public brand, aiming for sales exceeding 500 million yuan by 2025 through branding, standardization, and green practices [3] Group 4: Community and Elderly Care Initiatives - Rugao has established 20 model community dining halls for the elderly, providing affordable meals to enhance the quality of life for seniors [4] - The city is innovating in the "public-private partnership" model to foster local elderly care enterprises, integrating medical, rehabilitation, and elderly care services, with over 9,000 beds available in care facilities [4] Group 5: Policy Support for Silver Economy - The 20th National Congress of the Communist Party of China has identified the development of the silver economy as a key measure for promoting high-quality population development, with Rugao's model being seen as replicable and promotable [5]

Core Viewpoint - The article emphasizes the importance of relaxation and quality sleep as a way to welcome the new year, suggesting that a good pillow can significantly enhance sleep quality and overall well-being [4][5][12]. Group 1: New Year Celebration - The article encourages readers to let go of stress and fully relax during the New Year, highlighting the idea of "lying flat" as a form of self-care [2][4]. - It introduces a giveaway of a sleep product, the MLILY Dream Pillow, as a practical gift for the New Year, promoting the concept of "lying down and not wanting to wake up" [8][10]. Group 2: Product Features - The MLILY Dream Pillow is described as a supportive sleep aid made from non-temperature sensitive zero-pressure foam, which conforms to the head and neck, providing even support throughout the night [12]. - The pillow is said to alleviate the stress accumulated over the past year, allowing for a refreshing sleep experience [12][13]. Group 3: Giveaway Details - The article outlines a giveaway event for the MLILY Dream Pillow, with a limited number of 20 pillows available for participants [15][16]. - The giveaway will take place on January 2, 2026, with winners notified via WeChat, and the prizes sent directly from the brand [16].

Group 1 - The article emphasizes the importance of relaxation and self-care as the new year approaches, suggesting that a good night's sleep is the best way to welcome the new year [2][4]. - A specific product, the MLILY Dream Pillow, is highlighted as an ideal gift for achieving restful sleep, designed to support the head and neck while relieving pressure [10][12]. - The article promotes a giveaway of the MLILY Dream Pillow, encouraging participation through a WeChat lottery, with a limited number of pillows available [15][16]. Group 2 - The pillow is described as having non-temperature sensitive zero-pressure foam, which conforms to the user's head and neck, providing consistent support throughout the night [12]. - The article suggests that using this pillow can help release the stress accumulated over the past year, making it a symbolic tool for starting fresh in the new year [12][18]. - The call to action includes inviting readers to share their thoughts on the past year in the comments, creating an interactive element to the promotion [17].

南方财经12月31日电，梦百合(603313.SH)12月30日公告，公司将结项"智能化、信息化升级改造项 目"，并变更"美国亚利桑那州生产基地扩建项目"的部分计划，将两个项目产生的剩余募集资金合计约 1.55亿元，投向全新的"美东工厂电商仓库建设项目"。 此次涉及变更的募集资金总额占公司2021年向特定对象发行股票募集资金净额的约19.60%。其中，"智 能化、信息化升级改造项目"已按期达到预定可使用状态，通过加强成本控制和依托现有技术团队，形 成了约4143.42万元的节余资金。而"美国亚利桑那州生产基地扩建项目"的变更则主要源于外部市场环 境的显著变化。公告指出，受经济增速放缓、通胀压力等因素影响，美国床垫市场规模在2024年出现回 落。面对市场需求的波动，公司现有产能已能满足阶段性需要，因此决定审慎调整原产能扩张计划，将 剩余资金约1.13亿元用于更紧迫的电商仓储能力建设。 新项目"美东工厂电商仓库建设项目"总投资额预计为1.7亿元，实施主体为公司旗下 HEALTHCAREUSCO.,LTD，地点位于美国南卡罗来纳州的美东工厂内。项目主要建设内容为一座可存 储约19.4万张床垫厚垫的电商仓库，其投资将 ...

证券日报网讯 12月30日，梦百合发布公告称，梦百合第五届董事会第四次会议审议通过《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》等。 （文章来源：证券日报） ...

证券日报网讯 12月30日，梦百合发布公告称，公司将于2026年1月16日召开2026年第一次临时股东会， 审议《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》等多项议案。 （文章来源：证券日报） ...

Group 1 - China Medical plans to acquire 70% equity of Zezheng Pharmaceutical for 525 million yuan to enhance its R&D capabilities in the pharmaceutical sector [1] - Hongchang Electronics has commenced production of its functional high-end copper-clad laminate electronic materials project [2] - China State Construction has secured multiple major projects totaling 32.09 billion yuan, which represents 1.5% of its audited revenue for 2024 [3] Group 2 - China Resources Double Crane has established an industrial fund with a committed investment of 83 million yuan, targeting a total fundraising goal of 500 million yuan [4] - Pinggao Electric and its subsidiaries have won state grid procurement projects worth approximately 876 million yuan, accounting for 7.06% of its 2024 revenue [5] - Dong'an Power received a government subsidy of 2.47 million yuan, with 1.47 million yuan related to assets and 1 million yuan related to income [6] Group 3 - Nantian Information has paid overdue taxes and penalties totaling 50.31 million yuan, which will impact its net profit for 2025 [7] - Erli Six has changed its investment plan to establish a wholly-owned subsidiary in Hong Kong for submarine cable business with an investment of 320 million yuan [8] - Dream Lily plans to invest 170 million yuan in an e-commerce warehouse project at its East US factory [9] Group 4 - Shen Shen Fang A's controlling shareholder has terminated the agreement to transfer 7.07% of the company's shares to Dongfang Asset, with no change in control [10] - Tianfu Culture has signed strategic cooperation framework agreements with various cultural and tourism bureaus to promote film and tourism integration [11] - Jinzi Tianzheng's chairman has resigned due to work adjustments, but will continue to fulfill his duties until a new chairman is elected [12] Group 5 - Jiangshan Oupai and its subsidiaries received government subsidies totaling 10.04 million yuan, with 7.51 million yuan related to income [13] - Ninghu Expressway plans to increase its investment in Jiangsu Danjin Expressway Co., Ltd. by 128 million yuan to support highway construction [14] - Jiangyin Bank has received approval for the qualifications of its employee director and vice president [15] Group 6 - Aoxiang Pharmaceutical has received approval for the listing application of two chemical raw materials [16] - Daye Co. has not yet commenced mass production of its robotic tendon products, with ongoing uncertainties in technology and profitability [17] - Rongsheng Environmental has proposed a cash dividend of 3.8 yuan per 10 shares, totaling approximately 97.36 million yuan [19] Group 7 - Yunyi Electric plans to invest 66 million USD in Morocco to establish a wholly-owned subsidiary and production base [20] - Derun Electronics has reached an agreement regarding the delayed payment of 100 million yuan in equity transfer funds [21] - Baihua Pharmaceutical is planning a change in control, leading to a continued suspension of its stock [22] Group 8 - CITIC Bank's executive director and president has resigned due to work adjustments [23] - Haizike's subsidiary has received acceptance for clinical trial applications for two innovative drugs [24] - Tianrun Dairy's subsidiaries received government subsidies totaling 21.53 million yuan, representing 49.32% of its net profit for 2024 [25] Group 9 - Andisou plans to issue 398 million A-shares at 7.54 yuan per share, raising a total of 3 billion yuan [26][27] - Fuda Co. has completed the transfer of its 50% stake in a joint venture, which is expected to positively impact its 2025 financial results [28] - Jianghua Micro has received environmental approval for a project to produce 37,000 tons of ultra-pure wet electronic chemicals [29] Group 10 - Nanwang Technology received a government subsidy of 10 million yuan, accounting for 0.66% of its net assets for 2024 [30] - Changgao Electric New has won state grid procurement projects totaling 161 million yuan, representing 9.14% of its 2024 revenue [31] - Huaxin Precision plans to invest up to 600 million yuan of idle funds in low-risk financial products [32] Group 11 - Fuguang Co. received a government subsidy of 1.26 million yuan for basic research projects, which is 13.27% of its net profit for 2024 [33] - Benli Technology has obtained a drug production license, which will help optimize its product structure [34] - Jintuo Co. proposed a cash dividend of 4.1 yuan per 10 shares, totaling approximately 99.48 million yuan [35] Group 12 - Kang Enbei has elected a new chairman and vice chairman during its board meeting [36] - Sanyuan Bio has completed the construction and installation of equipment for the remaining capacity of its 20,000-ton alulose project [38]

梦百合家居科技股份有限公司 部分募投项目变更、结项并将剩余募集资金投入新项目 的核查意见 广发证券股份有限公司关于 广发证券股份有限公司（以下简称"广发证券"或"保荐人"）作为梦百合 家居科技股份有限公司（以下简称"梦百合"或"公司"）2021 年度向特定对 象发行股票并在主板上市持续督导阶段的保荐人，根据《证券发行上市保荐业务 管理办法》《上海证券交易所股票上市规则》《上市公司募集资金监管规则》《上 海证券交易所上市公司自律监管指引第 1 号——规范运作》《上海证券交易所上 市公司自律监管指引第 11 号——持续督导》等相关法律法规及规范性文件的规 定，对梦百合部分募投项目变更、结项并将剩余募集资金投入新项目的事项进行 了审慎尽职核查，具体核查情况如下： 一、本次拟结项、变更的募投项目概况 （一）实际募集资金金额和资金到账时间 根据中国证券监督管理委员会《关于同意梦百合家居科技股份有限公司向特 定对象发行股票注册的批复》（证监许可[2023]1431 号），并经上海证券交易所 同意，公司由主承销商广发证券股份有限公司（以下简称"广发证券"）采用向 特定对象发行的方式发行人民币普通股（A 股）股票 85,28 ...