Core Insights - Nanjing Wo Le Home Furnishing Co., Ltd. reported a revenue of 1.055 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 2.18%, while net profit attributable to shareholders reached 138 million yuan, up 70.92% [2] - In Q3 2025, the company achieved a revenue of 386 million yuan and a net profit of 45.37 million yuan, reflecting year-on-year growth of 2.84% and 29.20% respectively [2] - The company focuses on the design, research and development, production, sales, and related services of custom kitchen cabinets and whole-house custom furniture, emphasizing innovation through "originality + high-frequency iteration" [2] Industry Trends - The custom home furnishing industry is transitioning from scale expansion to deep integration, with increasing market differentiation; leading brands are consolidating their market share while companies lacking core competitiveness face elimination pressure [2] - Wo Le Home is concentrating on differentiated competition in the mid-to-high-end market [2] Strategic Initiatives - To maintain growth momentum, Wo Le Home is enhancing product premiumization by improving original design and craftsmanship, thereby increasing the sales proportion of high-value-added products [3] - The company is optimizing its channel layout by expanding into third- and fourth-tier cities and continuing flagship store development in core urban areas to enhance terminal coverage [3] - Wo Le Home is deepening cost management through centralized procurement and lean production to improve operational efficiency and ensure stable overall profitability [3] Market Positioning - The company’s unique positioning lies in its focus on mid-to-high-end brand differentiation, optimizing channel structure, and enhancing retail capabilities to strengthen direct consumer connections and market competitiveness [3] - The core of retail in the custom home furnishing industry is to impress customers through professionalism and experience rather than just price competition; Wo Le Home has established a recognizable system around "Italian design" in store presentation, product aesthetics, and supporting soft furnishings, which is a key aspect of its differentiated competition [3]

Core Insights - The A-share listed companies have accelerated the disclosure of their performance forecasts for the first three quarters, with over 30 companies reporting as of October 14 [1][6]. Group 1: Company Performance Forecasts - XianDa Co., Ltd. expects a net profit of 180 million to 205 million yuan for the first three quarters, representing a year-on-year growth of 2807.87% to 3211.74%. The increase is attributed to a significant rise in the market price of its main product, Acetochlor, and the successful sales of its new product series [3][4]. - Shenghe Resources, a leader in rare earths, anticipates a net profit of 740 million to 820 million yuan, reflecting a year-on-year increase of 696.82% to 782.96%. The growth is driven by favorable market demand and price increases for rare earth products [4]. - Ruixin Microelectronics forecasts a net profit of 760 million to 800 million yuan, with a year-on-year growth of 116% to 127%. The growth is supported by increased demand in the AIoT market and the successful penetration of its flagship product in various sectors [4]. - Batian Co. expects a net profit of 676 million to 736 million yuan, indicating a year-on-year growth of 230.79% to 260.15%. The increase is due to significant revenue growth from phosphate rock and fertilizer sales [4]. - Yahua Group projects a net profit of 320 million to 360 million yuan, representing a year-on-year growth of 106.97% to 132.84%. The growth is attributed to stable orders from key customers and increased sales of lithium salt products [5]. Group 2: Quarterly Performance Reports - Xiaogoods City reported a third-quarter revenue of 5.348 billion yuan, a year-on-year increase of 39.02%, and a net profit of 1.766 billion yuan, up 100.52%. The revenue growth is linked to the completion of online and offline store setups in the global trade center market [7]. - I Love Home reported a third-quarter revenue of 386 million yuan, a year-on-year increase of 2.84%, and a net profit of 45.37 million yuan, up 29.20%. The growth is attributed to increased main business revenue and reduced expenses [7]. - Lianhong New Science reported a revenue of 4.568 billion yuan for the first three quarters, a year-on-year decrease of 8.02%, but a net profit of 232 million yuan, reflecting a year-on-year increase of 30.32%. The performance change is mainly due to lower raw material prices and contributions from new products [7].

Group 1 - Multiple leading companies in various industries have announced significant earnings growth for the third quarter, indicating a positive outlook for their financial performance [1][3] - Xiaogoods City reported a total operating income of 13.061 billion yuan for the first three quarters, a year-on-year increase of 23.07%, and a net profit attributable to shareholders of 3.457 billion yuan, up 48.45% [2] - ILE Home achieved a total operating income of 1.055 billion yuan for the first three quarters, a year-on-year increase of 2.18%, with a net profit of 138 million yuan, reflecting a growth of 70.92% [2] Group 2 - Shandong Gold expects a net profit of 3.8 billion to 4.1 billion yuan for the first three quarters, an increase of 83.9% to 98.5% year-on-year, driven by improved operational efficiency and rising gold prices [3] - Shenghe Resources anticipates a net profit of 740 million to 820 million yuan for the first three quarters, representing a year-on-year increase of 696.82% to 782.96% due to favorable market demand and rising product prices [3] - Rockchip is projected to achieve a net profit of 760 million to 800 million yuan for the first three quarters, reflecting a year-on-year growth of 116% to 127% due to strong performance in AIoT platforms [3] Group 3 - Gigabit expects a net profit of 1.032 billion to 1.223 billion yuan for the first three quarters, a year-on-year increase of 57% to 86%, attributed to new game launches contributing to incremental profits [4] - Jinjiang Shipping forecasts a net profit of approximately 1.17 billion to 1.2 billion yuan for the first three quarters, a growth of 62.72% to 66.89% year-on-year, supported by active trade in the Asian region and supply chain synergies [4] - The container shipping volume in the Asian region has steadily increased, with a year-on-year growth of 5.5% from January to August 2025, contributing to Jinjiang Shipping's positive performance [4]

Group 1 - Zhejiang China Commodity City Group Co., Ltd. reported a total operating revenue of 13.061 billion yuan for the first three quarters of 2025, a year-on-year increase of 23.07%, and a net profit attributable to shareholders of 3.457 billion yuan, up 48.45% [2] - In Q3 2025, Zhejiang China Commodity City achieved an operating revenue of 5.348 billion yuan, representing a 39% year-on-year growth, and a net profit of 1.766 billion yuan, which is a 100.5% increase compared to the same period last year [2] - Nanjing WoLe Home Furnishing Co., Ltd. reported total operating revenue of 1.055 billion yuan for the first three quarters of 2025, a 2.18% increase year-on-year, and a net profit of 138 million yuan, up 70.92% [2] Group 2 - Shandong Gold Mining Co., Ltd. expects a net profit attributable to shareholders of 3.8 billion to 4.1 billion yuan for the first three quarters of 2025, an increase of 1.73 billion to 2.03 billion yuan, representing a growth of 83.9% to 98.5% [3] - Shenghe Resources Holding Co., Ltd. anticipates a net profit of 740 million to 820 million yuan for the first three quarters of 2025, reflecting a year-on-year increase of 696.82% to 782.96% [3] - Rockchip Electronics Co., Ltd. projects a net profit of 760 million to 800 million yuan for the first three quarters of 2025, indicating a growth of 116% to 127% year-on-year [3] Group 3 - Xiamen Gigabit Network Technology Co., Ltd. forecasts a net profit of 1.032 billion to 1.223 billion yuan for the first three quarters of 2025, a year-on-year increase of 57% to 86% [4] - Shanghai Jinjiang Shipping (Group) Co., Ltd. expects a net profit of approximately 1.17 billion to 1.2 billion yuan for the first three quarters of 2025, reflecting a growth of 62.72% to 66.89% [4]

智通财经APP讯，我乐家居(603326.SH)发布2025年三季度报告，前三季度，公司实现营业收入10.55亿 元，同比增长2.18%。归属于上市公司股东的净利润1.38亿元，同比增长70.92%。归属于上市公司股东 的扣除非经常性损益的净利润1.2亿元，同比增长109.71%。 ...

第三季度基本每股收益为0.1422元/股,同比增长27.65%。 格隆汇10月14日丨我乐家居(603326.SH)公布,2025年第三季度内营业收入为3.86亿元,比上年同期增加 2.84%;归属于上市公司股东的净利润为4537.01万元,比上年同期增加29.20%。前三季度内营业收入为 10.55亿元,比上年同期增加2.18%;归属于上市公司股东的净利润为1.38亿元,比上年同期增加70.92%。 ...

格隆汇10月14日丨我乐家居（维权）(603326.SH)发布2025年第三季度报告，报告期内公司实现营业收 入3.86亿元，同比增长2.84%；归属于上市公司股东的净利润为4537.01万元，同比增长29.20%。前三季 度，公司实现营业收入10.51亿元，同比增长2.18%；归属于上市公司股东的净利润为1.38亿元，同比增 长70.92%。主要原因是主营业务收入增加和费用减少的综合影响。 ...

会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 15 日（星期三）至 10 月 21 日（星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 olozq@olo-home.com 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 南京我乐家居股份有限公司（以下简称"公司"）于 2025 年 10 月 15 日发布 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季 度经营成果、财务状况，公司计划于 2025 年 10 月 22 日（星期三）14:00-15:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 证券代码：603326 证券简称：我乐家居 公告编号：2025－048 南京我乐家居股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025 年 10 月 22 日(星期三) 14:00-15:00 会议召 ...

| 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 ...