Core Points - The company Mengbaihe (603313.SH) announced that its major shareholder, Zhongyue Capital Management Co., Ltd. - Zhongyue Focus No. 9 Private Securities Investment Fund, holds 49.5045 million shares, accounting for 8.68% of the total share capital [1] - Zhongyue Focus No. 9 plans to reduce its holdings by up to 5.7059 million shares, which is no more than 1% of the total share capital, through centralized bidding or block trading within three months after 15 trading days from the announcement date [1] - The reduction price will be determined based on the market price at the time of the reduction, and any changes in share capital due to dividends, bonus shares, capital increases, or other corporate actions will adjust the reduction plan accordingly [1]

梦百合家居科技股份有限公司 关于持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况：截至本公告披露日，梦百合家居科技股份有限公 司（以下简称"公司"）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（以下简称"中阅聚焦 9 号"）持有公司股份 49,504,507 股， 占公司总股本的 8.68%，中阅聚焦 9 号无一致行动人持有公司股份。 减持计划的主要内容：公司持股 5%以上股东中阅聚焦 9 号拟通过集中竞 价或大宗交易方式减持公司股份合计不超过 5,705,868 股，即合计不超过公司总 股本的 1%，自本公告披露之日起 15 个交易日后的 3 个月内实施，减持价格将按 照减持实施时的市场价格确定。若减持计划实施期间公司有派发红利、送红股、 转增股本、增发新股或配股等股本变动、股本除权除息事项，上述减持计划将进 行相应调整。 证券代码：603313 证券简称：梦百合 公告编号：2025-080 | 股东名称 | 中阅聚 ...

Core Viewpoint - The major shareholder of Dream Lily, Zhongyue Capital Management Co., plans to reduce its stake in the company by up to 5.7 million shares, representing 1% of the total share capital, from January 7, 2026, to April 6, 2026, due to business development and funding needs [1] Group 1 - The reduction will occur through centralized bidding or block trading methods [1] - The selling price will be determined based on the market price at the time of the reduction [1] - The total shares to be reduced is capped at 5.7 million [1]

Core Viewpoint - The major shareholder, Yue Ju Jiao 9, holds 8.68% of the company's shares and plans to reduce its stake by up to 5,705,868 shares, representing no more than 1% of the total share capital, due to business development and funding needs [1] Summary by Sections - Shareholder Information - Yue Ju Jiao 9 is a significant shareholder with an 8.68% stake in the company [1] - Reduction Plan - The planned reduction will occur through centralized bidding or block trading from January 7, 2026, to April 6, 2026 [1] - The maximum number of shares to be reduced is 5,705,868 [1] - Reason for Reduction - The reduction is attributed to the shareholder's own business development and funding requirements [1] - Control Implications - The implementation of the reduction plan carries uncertainties but will not lead to a change in the company's control [1]

Core Insights - On December 2, 2023, brokerage firms provided target prices for listed companies, with notable increases for Xianhui Technology, Kweichow Moutai, and Delong股份, showing target price increases of 42.61%, 42.06%, and 36.94% respectively, across the battery, liquor, and automotive parts industries [1][2]. Target Price Increases - The companies with the highest target price increases are: - Xianhui Technology (688155) with a target price of 84.00 and an increase of 42.61% [2] - Kweichow Moutai (600519) with a target price of 2040.00 and an increase of 42.06% [2] - Delong股份 (300473) with a target price of 38.59 and an increase of 36.94% [2] - A total of 15 listed companies received brokerage recommendations on December 2, with Mengbaihe, Aladdin, and Jiuzhou Pharmaceutical each receiving one recommendation [2]. Rating Adjustments - On December 2, one company had its rating upgraded, specifically China Resources Sanjiu (0009999), which was upgraded from "Hold" to "Buy" by Western Securities [3][4]. First-Time Coverage - Nine companies received first-time coverage from brokerages on December 2, including: - Mengbaihe (603313) rated "Hold" by Industrial Securities [5] - Jiuzhou Pharmaceutical (603456) rated "Buy" by Xiangcai Securities [5] - Delong股份 (300473) rated "Buy" by Northeast Securities [5] - Others include Minshida, Tongfu Microelectronics, Xianhui Technology, Rongqi Technology, Tianyue Advanced, and Beifang Huachuang, all receiving various ratings [5].

Group 1 - The controlling shareholder of Dream Baily, Ni Zhanggen, and his concerted action party, Mengkang Company, have resumed share buybacks after a delay of over six months [1] - Mengkang Company purchased 525,800 shares on November 27, 2025, accounting for 0.09% of the total shares, and 1,138,900 shares on November 26, 2025, accounting for 0.20% of the total shares [1] - The total investment amount for these two days was 14.9984 million yuan, with an average purchase price of approximately 9.01 yuan per share [1] Group 2 - Since 2017, Ni Zhanggen has made multiple share purchases in Dream Baily, accumulating over 3 billion yuan in total investments [1] - Historical buybacks include 1.32% of shares from June 21 to July 6, 2017, 1.60% from November 14, 2017, to February 9, 2018, and 0.98% from February 9, 2018, to February 8, 2019 [1] - Mengkang Company was established in 2021, with Ni Zhanggen holding a 100% stake [1]

Core Viewpoint - The recent share buyback and continuous increase in shareholding by the controlling shareholder of Dream Lily indicate strong confidence in the company's future performance, contributing to a significant rise in stock price this year. Group 1: Shareholding Increase - The controlling shareholder, Ni Zhanggen, and his concerted action party have recently increased their holdings in Dream Lily, with a total increase of 815,418 shares, accounting for 1.43% of the total share capital, and a cumulative investment of 67.24 million yuan [6][9]. - The latest share purchases occurred on November 26 and 27, 2025, where Dream Kang Company acquired 52,580 shares and 113,890 shares, respectively, for a total of approximately 14.99 million yuan [3][4]. - Since 2017, Ni Zhanggen has conducted multiple share buybacks, with a total investment exceeding 300 million yuan [8]. Group 2: Financial Performance - In the first three quarters of 2025, Dream Lily achieved a revenue of 6.756 billion yuan, a year-on-year increase of 10.29%, and a net profit of 161 million yuan, up 205.18% [9]. - The significant growth in online business revenue, particularly in overseas markets, has been a key driver of this performance, with overseas online revenue reaching 999.1 million yuan, a 68.28% increase year-on-year [9]. - The company completed a share buyback plan in September 2025, repurchasing 19.406 million shares, which is 3.40% of the total share capital, at an average price of 8.588 yuan per share [9]. Group 3: Stock Price Movement - Dream Lily's stock price has seen a maximum increase of over 50% this year, with a peak price of 10.48 yuan on October 22, 2025, compared to a closing price of 6.70 yuan at the end of 2024 [7]. - As of December 1, 2025, the stock closed at 9.26 yuan, maintaining a year-to-date increase of 38.21% [7].

Core Viewpoint - The recent share buyback and continuous increase in shareholding by the controlling shareholder of Dream Lily indicate strong confidence in the company's future performance, contributing to a significant rise in stock price throughout the year [1][6]. Group 1: Shareholding Increase - The controlling shareholder, Ni Zhanggen, and his concerted action party have recently increased their holdings in Dream Lily, with a total increase of 815,418 shares, accounting for 1.43% of the total share capital, and a cumulative investment of 67.24 million yuan [4][5]. - The recent share purchases included 525,800 shares on November 26 and 525,800 shares on November 27, with a total investment of approximately 14.99 million yuan, at an average price of 9.01 yuan per share [2][3]. - Since 2017, Ni Zhanggen has conducted multiple share buybacks, with a total investment exceeding 300 million yuan [5][6]. Group 2: Financial Performance - In the first three quarters of 2025, Dream Lily achieved a turnaround with a revenue of 6.756 billion yuan, a year-on-year increase of 10.29%, and a net profit of 161 million yuan, up 205.18% [7]. - The growth in revenue is attributed to a significant increase in online business, particularly in overseas markets, which saw a 68.28% increase year-on-year [7]. - The company completed a share buyback plan in September 2025, repurchasing 19.406 million shares, representing 3.40% of the total share capital, with a total expenditure of 167 million yuan [7]. Group 3: Market Position and Strategy - Dream Lily is one of the early companies in China engaged in the research, design, production, and sales of memory foam home products, positioning itself as a global partner of Manchester United and a supplier for the national Go team [6]. - The company aims to promote healthy sleep concepts and change the traditional perception of hard beds among Chinese consumers [6].

证券代码：603313 证券简称：梦百合 公告编号：2025-079 梦百合家居科技股份有限公司 关于控股股东及其一致行动人增持公司股份的进展公告 本公司董事会、全体董事及相关股东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： 化或目前尚无法预判的其他风险因素导致增持计划的实施无法达到预期的风险， 如增持计划实施过程中出现上述风险，公司将及时履行信息披露义务。 公告涉及到的股数占比根据股份变动时点的公司总股本计算所得，部分 小数点尾差系四舍五入所致。 一、增持主体的基本情况 增持主体名称 倪张根 增持主体身份 控股股东、实控人 是 否 控股股东、实控人的一致行动人 是 否 直接持股 5%以上股东 是 否 董事、监事和高级管理人员 是 否 其他：__________ 增持前持股数量 187,341,715 股 增持前持股比例 （占总股本） 32.83% 增持主体名称 梦康有限公司 增持主体身份 控股股东、实控人 是 否 控股股东、实控人的一致行动人 是 否 直接持股 5%以上股东 是 否 董事、监事和高级管理人员 是 否 其他：___ ...

Core Viewpoint - The company, Mengbaihe (603313.SH), announced that its controlling shareholder, Ni Zhanggen, and his concerted party, Mengkang Co., Ltd., have increased their shareholding through a centralized bidding process, indicating confidence in the company's future performance [1] Group 1: Shareholding Increase - Mengkang Co., Ltd. acquired 525,800 shares, representing 0.09% of the company's total shares, funded by its own capital [1] - As of the announcement date, the controlling shareholder and his concerted party have cumulatively increased their holdings by 8,154,200 shares, accounting for 1.43% of the total share capital [1] - The total amount invested in the share increase reached 67.2372 million yuan, which is 84.05% of the lower limit of the planned increase [1]