Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 22, 2026 [1][5] - The stock "奥特维" (code: 688516.SH) leads with a daily increase of 14.41% and a year-to-date increase of 65.73%, with a dividend yield of 3.21% [1][5] - Other notable performers include "九丰能源" (code: 605090.SH) with a daily increase of 5.95% and a year-to-date increase of 21.51%, and "中国海滩" (code: 600938.SH) with a daily increase of 4.12% and a year-to-date increase of 5.43% [1][5] Group 2 - The overall dividend yield for the index is reported at 4.76%, with a historical price-to-earnings (P/E) ratio of 11.75 times and an expected P/E ratio of 11.07 times [2] - The data indicates a positive trend in stock performance, with several companies showing significant year-to-date gains, suggesting a favorable investment environment [4][8]

建霖家居（603408.SH）1月21日在投资者互动平台表示，公司与节卡机器人的合作已展开，加速推展 联合实验室落地，通过我方在康养及家居场景所累积的用户数据，结合节卡机器人相关硬件能力，进行 康养及家居场景模拟训练，产品研开发朝向解决消费者使用痛点，推出整体解决方案。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问董秘，公司和节卡机器人的合作有进展吗？主要 合作研究哪类机器人？ ...

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 16, 2026 [1][6] - The stock with the highest daily increase is Aotewi (688516.SH) with a rise of 8.22% and a year-to-date increase of 43.17%, along with a dividend yield of 3.51% [1][6] - Other notable performers include Daimai Co. (603730.SH) with a daily increase of 5.32% and a year-to-date increase of 6.28%, and Weichai Power (000338.SZ) with a daily increase of 3.66% and a year-to-date increase of 21.74% [1][6] Group 2 - The list includes various companies with significant dividend yields, such as Gree Electric Appliances (000651.SZ) with a yield of 7.46% and Nanshan Aluminum (600219.SH) with a yield of 6.57% [1][6] - The data is sourced from the Shanghai Stock Exchange and reflects the closing prices as of January 16, 2026, with dividend yields calculated up to January 15, 2026 [1][6]

Group 1 - The core viewpoint of the article is that Jianlin Home (603408) is focusing on the health and wellness sector in its strategic planning for the next five years [1] - The company plans to concentrate on health and wellness scenarios, integrating smart home technology, proprietary products, and robotic solutions [1]

Core Insights - The strategic cooperation between Jianlin Home and Jieke Robotics focuses on four key areas: product procurement empowerment, joint laboratory establishment, deepening technical exchanges and talent cultivation, and building a long-term stable strategic partnership [1] Group 1: Strategic Cooperation Focus - The cooperation emphasizes on empowering product procurement, with Jianlin prioritizing the use of Jieke Robotics to enhance quality and efficiency in industrial scenarios [1] - A joint laboratory will be established to explore innovation in smart manufacturing, smart home, and health care, developing solutions for health care services and intelligent companion robots [1] - The collaboration aims to deepen technical exchanges and cultivate talent teams, creating an efficient cooperation platform [1] - The partnership seeks to identify new growth points in emerging industries [1] Group 2: Procurement and Application - Jianlin will procure a batch of various models of robots from Jieke Robotics, including collaborative robots and embodied intelligent robots, to be applied in smart manufacturing scenarios [1] - The goal of this procurement is to enhance the efficiency of lean production [1] - The procurement amount at this stage has not reached the disclosure standard [1]

Investment Rating - The report maintains a positive outlook on the paper and light industry sectors, highlighting high dividend safety margin assets and companies with strong growth potential [1][2]. Core Insights - The report emphasizes the importance of focusing on high dividend safety margin assets in the packaging and home furnishing sectors, benefiting from the appreciation of the RMB and the expected decrease in paper procurement costs [2][4]. - It identifies key companies in the packaging sector such as Yongxin Co., Yutong Technology, Huawang Technology, and Meiyingsen, as well as home furnishing leaders like Kuka Home, Mousse, Oppein, and Sophia [2][4]. - The paper industry is expected to benefit from rising wood pulp prices and seasonal demand, with companies like Sun Paper, Nine Dragons Paper, and Bohui Paper being highlighted for their potential [2][4]. - The report also discusses the export sector, noting the impact of RMB appreciation and the importance of supply chain and brand expansion for companies like Jiangxin Home, Yongyi Co., Jiayi Co., and Zhongxin Co. [2][4]. Summary by Sections Packaging Sector - The packaging industry is characterized by a mature competitive landscape, with leading companies reducing capital expenditures and demonstrating advantages in overseas markets [5][6]. - Yongxin Co. is noted for its stable high dividend policy and strong performance in soft packaging and film business, with a dividend rate of 84% to 81% from 2020 to 2024 [5]. - Yutong Technology has expanded its global supply chain, enhancing its operational efficiency and increasing its dividend rate to 70% by 2025 [6]. - Huawang Technology is positioned well in the decorative paper market, with expectations of improved profitability due to limited new supply and rising demand [7]. - Meiyingsen is recognized for its strategic overseas expansion and high dividend yield, with a focus on emerging markets [8]. Home Furnishing Sector - The home furnishing industry is experiencing accelerated consolidation, with a positive outlook driven by supportive real estate policies and improving consumer confidence [9][10]. - Companies like Kuka Home and Sophia are expected to benefit from the increasing demand for home renovation and the implementation of "old-for-new" policies [10][23]. - The report highlights the importance of retail capabilities and supply chain improvements for companies to enhance their market share and profitability [23][24]. Paper Industry - The paper industry is anticipated to see a recovery in demand and pricing, supported by strong control over production by overseas pulp mills [11][13]. - Companies such as Sun Paper and Nine Dragons Paper are expected to benefit from the stabilization of pulp prices and improved supply-demand dynamics [11][13]. - The report notes that the industry has been at a low point for several years, but a mid-term recovery is expected as demand gradually increases [11][13]. Export Sector - The export sector is influenced by the global economic environment, with a focus on companies that are expanding their international presence and brand recognition [14][15]. - Jiangxin Home is noted for its innovative product offerings and strong growth in customer numbers, while Yongyi Co. is positioned to capitalize on the growing demand for ergonomic chairs [15][16]. - Jiayi Co. is recognized for its strategic expansion in the insulated cup market, while Zhongxin Co. is highlighted for its growth potential in the pulp molding sector [16][17]. Pet Products Sector - The pet products sector is experiencing robust growth, with companies like Yiyi Co. and Yuanfei Pet benefiting from strong export performance and brand development [18]. - Yiyi Co. is expected to see significant revenue growth due to its acquisition strategy and strong sales performance [18]. - Yuanfei Pet is noted for its rapid growth in the domestic market and expansion of its product offerings [18]. Light Industry Sector - The report emphasizes the importance of monitoring changes in the light industry, with companies like Anfu Technology and Jianlin Home focusing on strategic acquisitions and technological advancements [19][20]. - Anfu Technology is expected to enhance its profitability through increased ownership in Nanfeng Battery and expansion into new business areas [19]. - Jianlin Home is transitioning towards smart robotics, leveraging its existing technology and market position [20].

Investment Rating - The report maintains a positive outlook on the paper and light industry sectors, highlighting high dividend yield assets and companies with strong growth potential [1][2]. Core Insights - The report emphasizes the importance of focusing on high dividend yield assets in stable industry segments, particularly in packaging and home furnishing sectors [5][10]. - The appreciation of the RMB is expected to lower procurement costs in the paper industry, with price increases in wood pulp and seasonal demand supporting paper prices [2][12]. - The report identifies key companies for investment, including packaging leaders like Yongxin Co., Yutong Technology, and home furnishing brands such as Kuka Home and Mousse [2][10]. Summary by Sections 1. Weekly Insights - Short-term focus on high dividend yield assets in stable packaging companies and leading home furnishing brands [5][6]. - Anticipated benefits from RMB appreciation leading to lower procurement costs in the paper industry [5][12]. - Recommendations for companies with strong export capabilities and potential for brand development [5][15]. 2. Industry Perspectives Packaging - The packaging industry is stabilizing, with leading companies reducing capital expenditures and maintaining high dividend payouts [6][7]. - Yongxin Co. is noted for its strong position in soft packaging and high dividend rates [6]. - Yutong Technology benefits from global supply chain advantages and is expected to increase its dividend payout [7]. Home Furnishing - The home furnishing sector is expected to see valuation recovery driven by supportive real estate policies and improving consumer confidence [10][11]. - Companies like Kuka Home and Mousse are highlighted for their strong market positions and potential for growth [10][11]. Paper Industry - The paper industry is entering a recovery phase with stabilizing prices and improved demand dynamics [12][14]. - Companies such as Sun Paper and Nine Dragons Paper are positioned to benefit from these trends [12][14]. Export Sector - The report highlights the importance of global supply chain strategies and brand development for companies in the export sector [15][16]. - Companies like Jiangxin Home and Yongyi Co. are noted for their strong export capabilities and market positioning [15][16]. Pet Products - The pet products sector is experiencing growth with strong domestic brands and international expansion [19]. - Companies like Yiyi Co. and Yuanfei Pet are recommended for their robust growth potential [19]. Light Industry - The report discusses the strategic changes in light industry companies, focusing on mergers and acquisitions to enhance growth [20]. - Companies like Anfu Technology and Jianlin Home are noted for their innovative approaches and market positioning [20][21].

Core Insights - Xiamen Jianlin Health Home Co., Ltd. and Jieke Robot Co., Ltd. have entered into a strategic partnership to enhance collaboration in the smart home and smart manufacturing sectors [2] - Jianlin Home focuses on health home and smart manufacturing, leveraging its strong R&D capabilities and full industry chain layout to build a smart home ecosystem [2][4] - Jieke Robot specializes in next-generation general-purpose intelligent robots, with applications across various industries including industrial, 3C electronics, and services [2] Collaboration Details - The partnership includes core product procurement, with Jianlin Home prioritizing the use of Jieke Robots to improve industrial efficiency [2] - Both companies will establish a joint laboratory to explore innovations in smart manufacturing, smart home, and health care solutions, including intelligent companion robots [2] - The collaboration aims to deepen technical exchanges and talent development, creating a stable long-term strategic partnership to identify new growth points in emerging industries [2] Company Developments - Jianlin Home initiated its smart equipment and digital transformation in 2016, establishing Xiamen Apis Intelligent Manufacturing System Co., Ltd. in 2018 to focus on smart manufacturing services [3] - In 2024, Jianlin Home established Beijing Jianlin Smart Home Technology Co., Ltd., focusing on smart home solutions and AI technology, developing an initial smart home system capable of cross-brand and cross-system connectivity [3] - The Jianlin Home AI Research Institute was founded in April 2025 to serve as the AI technology hub, responsible for technology development and supporting the company's smart transformation and new business expansion [3] Technological Advancements - The company emphasizes technology-driven industrial upgrades, focusing on automation and robotics to enhance production efficiency and reduce labor costs [4] - In the domestic market, Jianlin Home integrates AI technology into smart home products, particularly in health care scenarios, creating smart bathroom products and exploring the intersection of technology and health care [4] - Industry experts view the partnership as a crucial step in building a smart home ecosystem and advancing smart manufacturing, potentially leading to a new industrial ecosystem that integrates smart homes, smart manufacturing, and health care robotics [4]

证券日报网讯12月25日，建霖家居（603408）发布公告称，建霖家居披露2025年三季度权益分派实施公 告：A股每股派发现金红利0.19元(含税)，股权登记日2025年12月31日，除权(息)日及现金红利发放日均 为2026年1月5日，总计派息85，038，870元。 ...

证券代码：603408 证券简称：建霖家居 公告编号：2025-036 厦门建霖健康家居股份有限公司 2025年三季度权益分派实施公告 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。 一、通过分配方案的股东会届次和日期 重要内容提示： 每股分配比例 A 股每股现金红利0.19元 相关日期 本次利润分配方案经公司2025 年 11 月 14 日召开的2025年第二次临时股东会审议通过。 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/12/31 | － | 2026/1/5 | 2026/1/5 | 差异化分红送转： 否 二、分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 公司拟对截至 2024 年 12 月 31 日前的未分配利润进行中期现金分红。本次利润分配以方 案实施前的公司 ...