梦百合家居科技股份有限公司 关于公司及子公司 2025 年度为控股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。 证券代码：603313 证券简称：梦百合 公告编号：2025-078 重要内容提示： 担保对象及基本情况 | | 被担保人名称 | "泰国里高"） | Nisco(Thailand)Co.,Ltd（以下简称 | | --- | --- | --- | --- | | | 本次担保金额 | 450 万美元 | | | 担保对象 | 实际为其提供的担保余额 | 9 亿泰铢和 1,250 | 万美元（不含本次） | | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | | 14,700 万美元和 500 万欧元和 9 亿泰 | | 截至本公告日上市公司及其控股子公司 | 铢和 2.02 亿人 ...

Core Viewpoint - The announcement details the progress of the shareholding increase plan by the controlling shareholder and its concerted parties of Dream Lily Home Technology Co., Ltd, indicating a commitment to increase shareholding through various trading methods over an extended period [2][3][12]. Group 1: Shareholding Increase Plan - The controlling shareholder, Mr. Ni Zhanggen, originally planned to increase his shareholding by investing between RMB 80 million and RMB 160 million from February 8, 2024, to February 7, 2025, with no price range set for the shares [2][12]. - In February 2025, the plan was extended for another 12 months, now running from February 8, 2025, to February 7, 2026, with the addition of concerted parties, and the funding source remains self-owned or self-raised funds [2][12][13]. Group 2: Implementation Progress - As of November 26, 2025, Mengkang Co., Ltd, a concerted party, increased its shareholding by acquiring 1,138,900 shares, representing 0.20% of the total shares, using self-owned funds [3][14]. - The total shares acquired by Mr. Ni Zhanggen and Mengkang Co., Ltd. amount to 7,628,380 shares, which is 1.34% of the total share capital, with a total investment of approximately RMB 62.42 million, accounting for 78.03% of the lower limit of the planned investment [3][6][14]. Group 3: Shareholding Structure - Before the implementation of the increase plan, Mr. Ni Zhanggen held 187,341,715 shares, representing 32.83% of the total share capital. After the increase, he and Mengkang Co., Ltd. hold a combined total of 194,970,095 shares, which is 34.17% of the total share capital [6][14]. - The increase in shareholding does not lead to any changes in the controlling shareholder or actual controller of the company, ensuring stability in management and operations [14][15].

Core Viewpoint - The company, Dream百合 (603313), clarified on November 26 that it does not engage in the research and production of chips, and that any chip-related components in its products are sourced externally [1] Group 1 - The company confirmed it does not have in-house chip research and production capabilities [1] - The company sources all chip-related components from external suppliers [1]

Core Viewpoint - Dream Lily announced that its subsidiary, Mengkang Co., Ltd., increased its shareholding in the company by 1,138,900 shares, representing 0.20% of the total shares, funded by its own capital [1] Group 1 - Mengkang, fully owned by the company's controlling shareholder Ni Zhanggen, is considered a concerted actor with him [1] - The combined shareholding increase by Ni Zhanggen and Mengkang reached 7,628,380 shares, accounting for 1.34% of the total share capital [1] - The total amount spent on the share purchase was 62,421,786.22 yuan, which is 78.03% of the lower limit of the planned investment [1]

Core Viewpoint - The company, Mengbaihe (603313.SH), has clarified that it does not engage in the research and production of chips, and that any chip-related components in its products are sourced externally [1] Group 1 - The company does not conduct chip research and production [1] - All chip-related components in the company's products are procured from external suppliers [1]

证券代码：603313 证券简称：梦百合 公告编号：2025-076 梦百合家居科技股份有限公司 关于控股股东增持计划增加实施主体暨一致行动人暨权益变动 触及 1%刻度的提示性公告 投资者及其一致行动人保证向本公司提供的信息真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 （一）身份类别 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 重要内容提示： 增持计划基本情况：梦百合家居科技股份有限公司（以下简称"公司"） 控股股东倪张根先生原拟自 2024 年 2 月 8 日起至 2025 年 2 月 7 日通过集中竞价 交易或大宗交易等符合法律、法规、部门规章及上海证券交易所相关规则的方式 累计增持公司 A 股股份金额不低于人民币 8,000 万元，不超过人民币 16,000 万 元，本次增持不设价格区间，资金来源为倪张根先生的自有资金，具体内容详见 公司于 2024 年 2 月 8 日在上海证券交易所网站上披露的《关于公司控股股东增 持股份计划的公告》（公告编号：2024-002）。2025 年 2 月，倪张根先生将本次 增持计划履行期限延长 12 个月，即延长期限自 2025 年 ...

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： 已披露增持计划情况：梦百合家居科技股份有限公司（以下简称"公司"） 控股股东倪张根先生原拟自 2024 年 2 月 8 日起至 2025 年 2 月 7 日通过集中竞价 交易或大宗交易等符合法律、法规、部门规章及上海证券交易所相关规则的方式 累计增持公司 A 股股份金额不低于人民币 8,000 万元，不超过人民币 16,000 万 元，本次增持不设价格区间，资金来源为倪张根先生的自有资金，具体内容详见 公司于 2024 年 2 月 8 日在上海证券交易所网站上披露的《关于公司控股股东增 持股份计划的公告》（公告编号：2024-002）。2025 年 2 月，倪张根先生将本次 增持计划履行期限延长 12 个月，即延长期限自 2025 年 2 月 8 日起至 2026 年 2 月 7 日，增持主体调整为倪张根先生及其一致行动人（若有），资金来源为自有 资金或自筹资金，其他增持条件不 ...

Core Viewpoint - Mengbaihe (603313.SH) announced that Mengkang increased its stake in the company by 1,138,900 shares, representing 0.20% of the total shares, with the funding sourced from its own capital, and the combined equity change with Mr. Ni Zhanggen reached a total of 1% [1] Group 1 - Mengkang acquired 1,138,900 shares of Mengbaihe [1] - The increase in shares represents 0.20% of the total shares of the company [1] - The funding for the acquisition was sourced from Mengkang's own capital [1] Group 2 - The equity change involving Mengkang and Mr. Ni Zhanggen reached a total of 1% [1]

Core Viewpoint - The company, Dream百合 (603313.SH), is currently not investing in AI companies but is actively exploring and implementing new technologies in product development and marketing [1] Group 1: Product Development - The company has developed smart products that feature voice interaction and intelligent sleep assistance [1] - These products are compatible with Huawei's whole-home smart system and the Xiaomi smart home ecosystem [1] Group 2: Marketing Strategies - The company utilizes AI tools to enhance business development through content generation, user analysis, and precise recommendations [1]

Core Insights - The spring mattress market in China holds a dominant position with nearly 80% market share, driven by its excellent support, breathability, and durability [1][9] - The market size of the spring mattress industry in China is projected to grow from 43.2 billion yuan in 2015 to 64.64 billion yuan in 2024, with a compound annual growth rate (CAGR) of 4.58% [1][9] - The increasing urbanization and rising income levels in China are expected to expand the consumer base and drive continuous product upgrades in the spring mattress market [1][9] Industry Overview - Spring mattresses, also known as "Simmons," are primarily categorized into various structures such as interconnected, one-wire steel, high-elasticity, independent spring bags, and independent cylinder springs [2][3] - The production process involves assembling springs, fabric covering, and edge sewing, with quality inspections to ensure material cleanliness and structural stability [2] Industry Development History - The invention of the spring mattress dates back to the 1870s in the United States, and it was introduced to China in the early 20th century, revolutionizing the mattress market [5] Industry Supply Chain - The upstream of the spring mattress industry includes raw materials like high manganese steel, carbon steel wire, foam, memory foam, latex, and fabrics [6] - The midstream involves the manufacturing of spring mattresses, while the downstream consists of sales channels including e-commerce platforms and retail stores [6] Current Market Status - The production capacity of spring mattress manufacturers in China has been steadily increasing, with production volume projected to rise from 72.08 million units in 2020 to 86.01 million units in 2024, reflecting a CAGR of 4.52% [8][9] Import and Export Trends - In 2021, the import volume of spring mattresses reached 143,600 units, a year-on-year increase of 41.14%, while the import value was 360 million yuan, up 51.92% [9] - The export volume of spring mattresses has shown a consistent upward trend, with 13.72 million units exported in the first three quarters of 2025, a year-on-year increase of 9.91% [10][9] Competitive Landscape - The spring mattress industry in China features a diverse competitive landscape, with established brands leveraging strong distribution networks and emerging brands focusing on product innovation and targeted marketing [10] - Key players in the industry include Xilinmen, Mousse, Mengbaihe, and others, with competition shifting towards material research, functional design, and sleep experience [10] Future Trends - The industry is expected to evolve towards smart health management platforms, integrating non-invasive sensors to monitor physiological data and enhance sleep quality [14] - Material innovation will focus on combining traditional materials to resolve performance conflicts, while sustainable practices will drive a green transformation across the entire supply chain [15][16]