| 分产品 | 营业收入 | 营业成本 | 毛利率 | 营业收入比 | 营业成本比 | | 毛利率比上年增减 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | （%） | 上年增减（%） | 上年增减（%） | | | | 整体厨柜 | 20,071.27 | 12,670.69 | 36.87 | -31.10 | -35.73 | 增加 4.55 | 个百分点 | | 全屋定制 | 85,437.20 | 43,696.24 | 48.86 | 15.25 | 23.49 | 减少 3.41 | 个百分点 | | 合计 | 105,508.47 | 56,366.93 | 46.58 | 2.18 | 2.30 | 减少 0.06 | 个百分点 | 证券代码：603326 证券简称：我乐家居 公告编号：2025-047 南京我乐家居股份有限公司 关于 2025 年前三季度主要经营数据的公告 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个别及连带责任。 南京我乐家 ...

2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中 财务信息的真实、准确、完整。 南京我乐家居股份有限公司 2025 年第三季度报告 证券代码：603326 证券简称：我乐家居 南京我乐家居股份有限公司 第三季度财务报表是否经审计 □是 √否 一、 主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | 项目 | 本报告期 | 本报告期比上年同 | 年初至报告期末 | 年初至报告期末比上年 | | --- | --- | --- | --- | --- | | | | 期增减变动幅度(%) | | 同期增减变动幅度(%) | | 营业收入 | 385,909,349.69 | 2.84 | 1,055,084,798.78 | 2.18 | | 利润总额 | 5 ...

(本文来自第一财经) 我乐家居公告，公司2025年第三季度营业收入为3.86亿元，同比增长2.84%；净利润为4537.01万元，同 比增长29.20%。前三季度营业收入为10.55亿元，同比增长2.18%；净利润为1.38亿元，同比增长 70.92%。 ...

Market Overview - The home goods sector increased by 0.07% on October 14, with Hao Tai Tai leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Top Performers - Hao Tai Tai (603848) closed at 22.13, up 9.99% with a trading volume of 104,800 shares and a turnover of 227 million yuan [1] - Sea Owl (002084) closed at 4.52, up 9.98% with a trading volume of 573,900 shares and a turnover of 252 million yuan [1] - Yu Ma Technology (300993) closed at 19.35, up 5.39% with a trading volume of 264,400 shares and a turnover of 506 million yuan [1] Underperformers - Jiangshan Oupai (603208) closed at 15.26, down 5.63% with a trading volume of 177,200 shares and a turnover of 283 million yuan [2] - Filinger (603226) closed at 45.08, down 4.09% with a trading volume of 161,500 shares and a turnover of 758 million yuan [2] - Qi Sheng Technology (603610) closed at 18.52, down 3.94% with a trading volume of 228,500 shares and a turnover of 433 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 26.59 million yuan from institutional investors and 53.19 million yuan from speculative funds, while retail investors saw a net inflow of 79.79 million yuan [2] - The capital flow for individual stocks in the home goods sector is detailed in the following table [3] Individual Stock Capital Flow - Sea Owl (002084) had a net inflow of 93.29 million yuan from institutional investors, but a net outflow of 36.74 million yuan from speculative funds and 56.54 million yuan from retail investors [3] - Hao Tai Tai (603848) saw a net inflow of 36.04 million yuan from institutional investors, with net outflows from both speculative and retail investors [3] - Yu Ma Technology (300993) had a net inflow of 29.99 million yuan from institutional investors, but a net outflow from retail investors [3]

Core Insights - A-share listed companies are accelerating the disclosure of their Q3 performance forecasts, with 75 companies having reported as of October 13, showing a high positive forecast ratio of 84% [1][2] Company Performance Highlights - Chujiang New Materials expects a significant increase in net profit attributable to shareholders, projecting a growth of 2057.62% to 2242.56%, amounting to approximately 350 million to 380 million yuan [3] - The company attributes its growth to product upgrades and the orderly production of technology transformation projects, which have effectively driven sales and revenue growth [3] - Chenguang Biological Products anticipates a net profit increase of 344.05% to 401.55%, with a projected profit of 278 million to 314 million yuan, benefiting from improved market conditions in its main product lines [3] - Lingyi Zhizao forecasts a net profit of 1.89 billion to 2.12 billion yuan, reflecting a year-on-year growth of 34.10% to 50.42%, driven by new product launches and increased production efficiency [4] Financial Performance Overview - In Q3, Yingwei achieved approximately 4.026 billion yuan in revenue, a 40.19% increase, and a net profit of about 399 million yuan, up 13.13% [6] - Zhongchong Co. reported a revenue of 3.86 billion yuan, a 21.05% increase, with a net profit of approximately 333 million yuan, reflecting an 18.21% growth [6] - Yabo Xuan's Q3 results showed a revenue of about 419 million yuan, a 55.9% increase, and a net profit of approximately 48.72 million yuan, up 36.59% [6] Market Trends and Future Outlook - The technology sector is experiencing a broad market rally, with significant gains in stocks related to computing power, algorithms, and artificial intelligence, leading to a notable increase in profitability for many tech companies [4] - Upcoming disclosures from companies like Qifeng New Materials and Juzan Optoelectronics are anticipated, with analysts suggesting a focus on low-position sectors such as Hong Kong tech and domestic consumption leaders for future investment strategies [7]

Core Viewpoint - I乐家居 achieved revenue and net profit growth in the first half of the year despite overall industry pressure, with revenue increasing by 1.80% and net profit rising by 103.18% compared to the previous year [1][4]. Financial Performance - In the first half of 2025, I乐家居 reported revenue of 669 million yuan and a net profit of 92.31 million yuan, with a non-recurring net profit of 75.89 million yuan, reflecting a growth of 201.73% [1][4]. - The company's sales expenses, management expenses, and R&D expenses decreased by 16.73%, 12.19%, and 43.47% respectively [1][4][5]. Strategic Initiatives - The growth in performance is attributed to three main strategies: high-end and original design focus, optimized channel layout, and refined cost control through supply chain optimization [4][5]. - I乐家居 emphasizes a shift from scale expansion to deep integration in the custom home market, focusing on differentiated competition in the mid-to-high-end market [3][4]. R&D and Cost Management - The significant reduction in R&D expenses has drawn attention, with a 43.47% decrease noted in the first half of the year [7][8]. - The company maintains that the focus is on the quality of R&D rather than quantity, ensuring that new products perform well in the market [8][9]. Market Positioning - I乐家居 is committed to high-end positioning and original design, gradually shifting product structure towards a combination of board and solid wood [9][10]. - The company is launching a "thousand-square-meter store plan" to enhance competitiveness and support dealers in core cities [10].

Core Points - The company has completed the registration of changes in its business scope as approved in the second extraordinary general meeting of shareholders held on September 12, 2025 [1] - The changes only involve the business scope, with no alterations to other registration information [1] Business Registration Details - The company is named Nanjing Wo Le Home Co., Ltd. with a unified social credit code of 91320100787141439Y [1] - It is a joint venture listed company with a registered capital of 319.17693 million RMB [1] - The company was established on June 19, 2006, and is located in Jiangning Economic and Technological Development Zone, Nanjing [1] Business Scope - The company’s business scope includes residential interior decoration, furniture manufacturing, home goods manufacturing, and various sales activities related to furniture and home appliances [1] - It also covers a wide range of services including project planning, marketing consulting, software development, and property management [1] - The company is involved in the sale of smart home devices, IoT equipment, and various consumer electronics [1]

证券日报网讯 9月29日晚间，我乐家居发布公告称，公司于2025年9月12日召开2025年第二次临时股东 会，审议通过了《关于修改公司经营范围的议案》《关于修订〈公司章程〉的议案》，并授权董事会办 理与之相关的工商变更及备案手续。公司于近日完成上述事项的工商变更登记手续，并取得南京市市场 监督管理局换发的《营业执照》。 （编辑 任世碧） ...

Market Overview - On September 29, the home goods sector rose by 0.57% compared to the previous trading day, with Qisheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Top Gainers in Home Goods Sector - Qisheng Technology (603610) closed at 18.59, up 10.00% with a trading volume of 210,800 shares and a transaction value of 382 million [1] - Delixi Co., Ltd. (002571) closed at 7.84, up 6.23% with a trading volume of 167,300 shares [1] - Filinger (603226) closed at 37.65, up 5.17% with a trading volume of 90,800 shares and a transaction value of 334 million [1] Top Losers in Home Goods Sector - Haotaitai (603848) closed at 19.33, down 6.39% with a trading volume of 121,200 shares and a transaction value of 237 million [2] - Tianzhen Co., Ltd. (301356) closed at 24.66, down 5.48% with a trading volume of 84,500 shares [2] - Mengtian Home (603216) closed at 18.39, down 2.85% with a trading volume of 160,900 shares and a transaction value of 288 million [2] Capital Flow Analysis - The home goods sector experienced a net outflow of 199 million from institutional investors, while retail investors saw a net inflow of 232 million [2] - Qisheng Technology had a net inflow of 66.73 million from institutional investors, but a net outflow of 39.91 million from speculative funds [3] - Sofia (002572) had a net inflow of 13.29 million from institutional investors, with a net outflow of 6.09 million from speculative funds [3]

证券代码：603326 证券简称：我乐家居 公告编号：2025-046 南京我乐家居股份有限公司 关于完成工商变更登记的公告 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个别及连带责任。 南京我乐家居股份有限公司（以下简称"公司"）于 2025 年 9 月 12 日召开 2025 年第二次临时股东会，审议通过了《关于修改公司经营范围的议案》《关 于修订〈公司章程〉的议案》，并授权董事会办理与之相关的工商变更及备案手 续。 公司于近日完成上述事项的工商变更登记手续, 并取得南京市市场监督管 理局换发的《营业执照》，本次变更仅涉及经营范围，其他登记信息未变，具体 登记信息公告如下： 名 称：南京我乐家居股份有限公司 法定代表人：NINA YANTI MIAO 注册资本：31,917.6930 万元人民币 成立日期：2006 年 06 月 19 日 住 所：南京市江宁经济技术开发区清水亭西路 218 号 经营范围：许可项目：住宅室内装饰装修（依法须经批准的项目，经相关部 门批准后方可开展经营活动，具体经营项目以审批结果为准） 一般项目：家具 ...