Group 1 - The core point of the news is that Gujia Home Furnishing Co., Ltd. experienced a stock price increase of 5.01%, reaching 32.92 CNY per share, with a trading volume of 139 million CNY and a turnover rate of 0.53%, resulting in a total market capitalization of 27.042 billion CNY [1] - Gujia Home Furnishing, established on October 31, 2006, and listed on October 14, 2016, is located in Hangzhou, Zhejiang Province, and specializes in the research, design, production, and sales of mid-to-high-end soft furniture products for living rooms and bedrooms [1] - The revenue composition of Gujia Home Furnishing includes: sofas (57.82%), bedroom products (17.28%), integrated products (11.87%), custom furniture (5.64%), information technology services (3.81%), and other (3.25%) [1] Group 2 - From the perspective of fund holdings, one fund under GF Fund has a significant position in Gujia Home Furnishing, specifically the GF Consumption Leading Mixed A Fund (012690), which held 648,300 shares, accounting for 2.78% of the fund's net value, ranking as the tenth largest holding [2] - The GF Consumption Leading Mixed A Fund was established on August 24, 2021, with a latest scale of 459 million CNY, and has achieved a year-to-date return of 7.64%, ranking 2411 out of 8846 in its category [2] - The fund manager, Wang Peng, has been in position for 6 years and 129 days, with the fund's total asset size at 1.61 billion CNY, achieving the best return of 74.86% and the worst return of -22.56% during his tenure [2]

德烨嘉俊所持本公司42,181,805股股票被浙江省杭州市中级人民法院轮候冻结，具体内容详见公司于 2024年10月14日在上海证券交易所网站（www.sse.com.cn）及公司指定信息披露媒体《中国证券报》 《上海证券报》《证券日报》《证券时报》刊登的《关于持股5%以上股东股份被司法标记和轮候冻结 的公告》（公告编号：2024-072）。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603816 证券简称：顾家家居 公告编号：2026-002 顾家家居股份有限公司 公司近日收到通知，德烨嘉俊上述轮候冻结股票已被浙江省杭州市中级人民法院解除轮候冻结，具体情 况如下： 一、本次股份解除轮候冻结情况 关于持股5%以上股东部分股份解除轮候冻结的公告 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法律责任。 重要内容提示: ● 截至本公告披露日，杭州德烨嘉俊企业管理有限公司（由顾家集团有限公司变更名称而来，以下简 称"德烨嘉俊"）持有顾家家居股份有限公司（以下简称"公司"或"本公司"）88,471,483股股票，占本公 司总股 ...

每经AI快讯，顾家家居1月15日晚间发布公告称，截至本公告披露日，杭州德烨嘉俊企业管理有限公司 持有顾家家居股份有限公司约8847万股股票，占公司总股本的10.77%；德烨嘉俊所持公司股份累计被 冻结和司法标记约8847万股，占其所持有公司股数的100%，占公司总股本的10.77%。TBHomeLimited 持有公司约4118万股股票，占公司总股本的5.01%；TBHome所持公司股份累计被冻结和司法标记约 4118万股，占其所持有公司股数的100%，占公司总股本的5.01%。 （记者 曾健辉） 每经头条（nbdtoutiao）——不到20万元，就能买特斯拉了？"廉价版"Model 3或进入中国市场，续航里 程480公里！关于自动驾驶，美国市场也有大调整 ...

证券代码：603816 证券简称：顾家家居 公告编号：2026-002 顾家家居股份有限公司 关于持股 5%以上股东部分股份解除轮候冻结的公告 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法律责任。 重要内容提示: 截至本公告披露日，杭州德烨嘉俊企业管理有限公司（由顾家集团有限 公司变更名称而来，以下简称"德烨嘉俊"）持有顾家家居股份有限公司（以下 简称"公司"或"本公司"）88,471,483 股股票，占本公司总股本的 10.77%； 德烨嘉俊所持本公司股份累计被冻结（含轮候冻结）和司法标记 88,471,483 股， 占其所持有本公司股数的 100%，占本公司总股本的 10.77%。TB Home Limited （以下简称"TB Home"）持有本公司 41,176,766 股股票，占本公司总股本的 5.01%； TB Home 所持本公司股份累计被冻结（含轮候冻结）和司法标记 41,176,766 股， 占其所持有本公司股数的 100%，占本公司总股本的 5.01%。 德烨嘉俊所持本公司 42,181,805 股股票被浙江省杭 ...

Core Viewpoint - The announcement from Gujia Home indicates that major shareholders, De Ye Jia Jun and TBHome, have their shares frozen, with a portion of De Ye Jia Jun's shares set to be unfrozen in January 2026 [1] Group 1: Shareholder Information - De Ye Jia Jun holds 88,471,483 shares, accounting for 10.77% of the total share capital [1] - TBHome holds 41,176,766 shares, representing 5.01% of the total share capital [1] - Both shareholders' shares are currently under full freeze (including pending freeze) and judicial marking [1] Group 2: Legal Developments - De Ye Jia Jun's 42,181,805 shares, which are subject to a pending freeze by the Hangzhou Intermediate People's Court, will be released from this status on January 13, 2026 [1] - The shares to be unfrozen represent 47.68% of De Ye Jia Jun's holdings and 5.14% of the company's total share capital [1]

Core Viewpoint - The market is expected to gradually refocus on the consumer sector due to the recovery of high-end consumption and certain mass-market products, along with the implementation of national subsidy policies and funding demands for "high-cut low" strategies [1] Group 1: Market Trends - High-end consumption, including luxury goods and gambling, shows improvement in demand, while some mass consumer goods like beer and dairy products are experiencing governance and structural enhancements [3] - The long-term policy encouragement and low interest rate environment are expected to boost equity allocation dynamics, particularly in high-dividend, stable performance stocks with valuation advantages [1][2] Group 2: Investment Opportunities - Companies with strong global competitive power, particularly in the white goods sector, are enhancing their operational models and supply chains, which is expected to positively impact overall performance [2] - The selected consumer sector stocks have an average dividend yield of over 5% and a projected PE ratio of 13X for 2026, indicating potential for long-term investment [4]

Group 1 - The original actual controller of the company, Wang Linpeng, has passed away, and his spouse, Yang Fang, has acquired the company shares through property division and inheritance, becoming the new actual controller [1] - The 100% equity of Zhongtian Jiyie, held by Wang Linpeng, has completed the industrial and commercial change, and Yang Fang now holds 100% equity of Zhongtian Jiyie [1] - The transfer procedures for the equity of Juran Holdings and Zhida Building Materials, directly held by Wang Linpeng, are still in process [1]

Core Viewpoint - The recent sales success of a sofa by Gujia Home, generating over 100 million yuan in revenue through a live-streaming event, has sparked both excitement and skepticism regarding the company's production capabilities and profit margins [1][3][5]. Sales Performance - Gujia Home's sofa sales during the live-stream event reached over 100 million yuan, with prices ranging from 3,471 to 4,491 yuan, indicating more than 20,000 families placed orders [1]. - The company's sofa business accounts for approximately 60% of total revenue, highlighting its significance as a core product [3]. Production and Profitability Concerns - There are concerns on social media about the authenticity of the orders, with rumors suggesting that no factories are willing to accept the orders due to low profit margins [3][5]. - The estimated production cost of the sofa is around 2,400 yuan, with additional logistics and installation costs bringing the total to nearly 3,000 yuan, leading to a gross margin of only about 16%, which is significantly lower than the reported 36% gross margin for sofas in the company's financial report [6][7]. Company Strategy and Market Position - Gujia Home is undergoing a transformation to adapt to changing market conditions, focusing on multi-channel sales and efficiency-driven strategies to enhance competitiveness [8][9]. - The company has recently experienced a decline in revenue and net profit, prompting a need to innovate and improve operational efficiency [7][8]. - The new ownership under He Jianfeng aims to drive the company towards greater scale and efficiency, with a strategic focus on retail transformation and global expansion [8]. Industry Context - The furniture industry is facing challenges due to reliance on traditional distribution channels, necessitating a shift towards online sales and competitive pricing strategies [8]. - The collaboration with popular live-streaming hosts is seen as a critical test of Gujia Home's supply chain and operational capabilities, as it must fulfill large orders efficiently [9][13].

证券代码：603816 证券简称：顾家家居 公告编号：2026-001 顾家家居股份有限公司 关于法院同意持股 5%以上股东在重整期间继续营业 并自行管理财产和营业事务的公告 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法律责任。 杭州市钱塘区人民法院于 2026 年 1 月 5 日收到德烨嘉俊管理人提交的《关 于提请人民法院许可债务人继续营业的报告》，经研究，许可德烨嘉俊在重整期 间继续营业。 2、《决定书》主要内容： 德烨嘉俊于 2026 年 1 月 5 日向杭州市钱塘区人民法院提出申请，请求杭州 市钱塘区人民法院许可德烨嘉俊在重整期间自行管理财产和营业事务。 杭州市钱塘区人民法院认为，债务人德烨嘉俊的内部治理机制仍正常运转， 债务人自行管理有利于其继续经营，目前也未发现债务人存在隐匿、转移财产或 者其他严重损害债权人利益的行为，在重整期间由其自行管理财产和营业事务有 利于重整工作的推进，德烨嘉俊的申请符合法律规定，杭州市钱塘区人民法院予 以准许。依照《中华人民共和国企业破产法》第七十三条规定，准许德烨嘉俊在 其管理人的监督下自行 ...

顾家家居公告称，公司持股5%以上股东德烨嘉俊于2025年10月15日向法院提出重整申请。杭州市钱塘 区人民法院于2026年1月5日，许可德烨嘉俊在重整期间继续营业；并依据其申请，准许德烨嘉俊在管理 人监督下自行管理财产和营业事务。法院认为其申请符合规定，自行管理有利于重整工作推进。德烨嘉 俊非控股股东、实控人，该事项不影响公司控制权及日常经营管理。 ...