【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 格隆汇9月2日丨我乐家居(603326.SH)公布，截至本公告日，开盛咨询以集中竞价交易方式减持154.25万 股，占公司最新总股本的0.4833%，其集中竞价减持股份计划已实施完毕。 ...

股东减持股份结果公告 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 证券代码：603326 证券简称：我乐家居 公告编号：2025-041 南京我乐家居股份有限公司 截至本公告披露日，南京我乐家居股份有限公司（以下简称"公司"）股东 南京开盛咨询管理合伙企业（有限合伙）（以下简称"开盛咨询"）持有公司股 份 3,344,200 股，占公司最新总股本的 1.048%，上述股份来源为 IPO 前取得的 股份。 减持计划的实施结果情况 截至本公告日，开盛咨询以集中竞价交易方式减持 1,542,500 股，占公司最 新总股本的 0.4833%，其集中竞价减持股份计划已实施完毕。 | 股东名称 | 南京开盛咨询管理合伙企业（有限合伙） | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 直接持股 5%以上股东 | √是 □是 | □否 √否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：不适用 | | ...

Core Viewpoint - ILE Home (603326) reported a revenue of 669 million yuan for the first half of 2025, reflecting a year-on-year increase of 1.8%, while the net profit attributable to shareholders reached 92.31 million yuan, up 103.18% year-on-year [1] Financial Performance - Total revenue for the second quarter was 351 million yuan, showing a decline of 6.47% year-on-year [1] - The net profit for the second quarter was 52.16 million yuan, an increase of 97.25% year-on-year [1] - Gross margin improved to 46.61%, up 1.27% year-on-year, while net margin surged to 13.79%, reflecting a 99.59% increase year-on-year [1] - Total operating expenses (sales, management, and financial expenses) amounted to 196 million yuan, accounting for 29.27% of revenue, a decrease of 16.87% year-on-year [1] - Earnings per share rose to 0.29 yuan, a significant increase of 110.33% year-on-year [1] Balance Sheet Highlights - Cash and cash equivalents decreased to 303 million yuan, down 24.41% year-on-year [1] - Accounts receivable fell to 79.54 million yuan, a decrease of 26.97% year-on-year [1] - Interest-bearing debt reduced to 265 million yuan, down 39.37% year-on-year [1] - Net asset value per share increased to 3.6 yuan, up 2.68% year-on-year [1] Business Model and Operational Insights - The company's performance is primarily driven by marketing efforts, necessitating a thorough examination of the underlying factors behind this drive [2] - Historical data indicates that the company's return on invested capital (ROIC) was 8.15% last year, with a median ROIC of 16.3% since its listing [1] - The company has experienced cyclical performance, with a notable decline in ROIC to -12.16% in 2021 [1]

Core Insights - Company reported a total revenue of 669 million yuan, an increase of 11.81 million yuan or 1.80% year-on-year [1] - Net profit attributable to shareholders reached 92.31 million yuan, up 46.88 million yuan or 103.18% year-on-year, ranking 17th among peers [1] - Operating cash flow was negative at -74.58 million yuan [1] Financial Performance - The latest debt-to-asset ratio is 45.09%, a decrease of 0.77 percentage points from the previous quarter and down 3.70 percentage points year-on-year [1] - Gross profit margin stands at 46.61%, ranking 2nd among peers, with an increase of 0.67 percentage points from the previous quarter and 0.58 percentage points year-on-year, marking five consecutive years of growth [1] - Return on equity (ROE) is 8.03%, ranking 3rd among peers, with an increase of 4.02 percentage points year-on-year [1] Earnings Metrics - Diluted earnings per share (EPS) is 0.29 yuan, ranking 15th among peers, an increase of 0.15 yuan or 110.33% year-on-year [1] - Total asset turnover ratio is 0.29 times, an increase of 0.01 times or 3.15% year-on-year [2] - Inventory turnover ratio is 3.95 times, ranking 6th among peers, with an increase of 0.11 times or 2.95% year-on-year, achieving three consecutive years of growth [2] Shareholder Structure - The number of shareholders is 12,300, with the top ten shareholders holding 231 million shares, accounting for 72.50% of total equity [2] - Major shareholders include NINA YANTI MIAO with 63.39% and Nanjing Ruiqi Investment Management Co., Ltd. with 3.60% [2]

Core Insights - IYI Home achieved a revenue of 669 million RMB in the first half of 2025, marking a year-on-year growth of 1.8% and a net profit attributable to shareholders of 92.31 million RMB, which represents a significant increase of 103.18% compared to the previous year [1][2]. Financial Performance - Revenue for the reporting period (January to June) was 669,175,449.09 RMB, compared to 657,369,418.87 RMB in the same period last year, reflecting a growth of 1.80% [2]. - Total profit for the period was 109,856,576.58 RMB, up 78.11% from 61,677,425.65 RMB year-on-year [2]. - The net profit attributable to shareholders was 92,310,115.33 RMB, a substantial increase from 45,433,555.64 RMB, indicating a growth of 103.18% [2]. - The net profit after deducting non-recurring gains and losses was 75,888,787.00 RMB, which is a 201.73% increase from 25,151,247.01 RMB in the previous year [2]. - The net cash flow from operating activities was -74,579,509.22 RMB, a decline compared to 26,955,783.88 RMB in the same period last year, representing a decrease of 376.67% [2]. - As of the end of the reporting period, the net assets attributable to shareholders were 1,148,929,021.36 RMB, down 5.49% from 1,215,722,196.03 RMB at the end of the previous year [2]. - Total assets were reported at 2,092,557,016.30 RMB, a decrease of 16.35% from 2,501,670,016.59 RMB [2]. Business Strategy - The company is focusing on channel development, with initiatives such as the "Thousand Square Meter Store Plan" for dealer business, enhanced resource allocation for recruitment, and tiered management in core cities to achieve growth in both store numbers and scale [1]. - For direct sales, IYI Home is concentrating on three key cities: Nanjing, Shanghai, and Jinan, continuing to expand its flagship store layout to strengthen brand influence and regional market presence [1]. - The company is actively implementing a business transformation strategy for bulk sales, leveraging the influence of brand stores to establish various project types in multiple regions, thereby solidifying its development foundation [1]. - IYI Home maintains a differentiated positioning in the mid-to-high-end brand market, focusing on product leadership, brand upgrades, and channel expansion as its strategic priorities, with an emphasis on "design-driven, technology-enabled, and service-upgraded" approaches to optimize channel structure and enhance retail capabilities [1].

Group 1 - The home goods sector increased by 0.07% on August 28, with Longzhu Technology leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] - Longzhu Technology's stock price rose by 11.56% to 14.57, with a trading volume of 127,500 shares and a transaction value of 178 million yuan [1] Group 2 - The home goods sector saw a net outflow of 79.73 million yuan from main funds, while retail investors contributed a net inflow of 147 million yuan [2] - The stock prices of several companies in the home goods sector experienced declines, with Yuma Technology falling by 6.36% to 16.48 and Tianan New Materials down by 4.90% to 10.49 [2] - The trading volume and transaction values for various companies in the sector varied, with notable declines in stocks like ST Yazhen and Zhang Xiaoqin [2]

Core Viewpoint - Iola Home's stock price closed at 9.23 yuan on August 27, 2025, down 3.95% from the previous trading day, with a trading volume of 106 million yuan [1] Financial Performance - For the first half of 2025, Iola Home reported a revenue of 669 million yuan, representing a year-on-year increase of 1.80% [1] - The net profit attributable to shareholders for the same period was 92.31 million yuan, showing a significant year-on-year growth of 103.18% [1] - The company and its subsidiaries received a total of 21.41 million yuan in government subsidies during the first half of the year [1] Market Activity - On August 27, 2025, the net outflow of main funds for Iola Home was 4.29 million yuan, with a cumulative net outflow of 11.61 million yuan over the past five days [2]

Group 1 - The company reported a revenue of 669 million yuan for the first half of 2025, representing a year-on-year increase of 1.80% [1] - The net profit attributable to shareholders reached 92.31 million yuan, showing a significant year-on-year growth of 103.18% [1] - The company's net profit after deducting non-recurring gains and losses was 75.89 million yuan, which is a remarkable year-on-year increase of 201.73% [1] - Basic earnings per share were reported at 0.2892 yuan [1] Group 2 - The company plans to distribute a cash dividend of 1.50 yuan per 10 shares (including tax) [1]

Group 1 - The company announced that its fourth board meeting approved multiple proposals, including the "2025 Semi-Annual Report and its Summary" [2]

Core Viewpoint - IYI Home (603326) announced that it and its subsidiaries received government subsidies related to revenue totaling 21.41 million yuan from January 1, 2025, to June 30, 2025 [1] Group 1 - The total amount of government subsidies received is 21.41 million yuan [1]