Group 1: Investor Relations Activity - The company participated in the "2025 Guangdong Listed Companies Investor Online Reception Day" on September 19, 2025 [2] - The event was held on the "Investor Relations Interactive Platform" [2] - Key personnel included the Chairman and General Manager, Wang Bingkun, and the Deputy General Manager and CFO, Deng Yonghui [2] Group 2: Overseas Business Strategy - The company has established a "dual-channel" layout for overseas business, focusing on Southeast Asia, particularly Singapore, Vietnam, and Indonesia [2] - Online presence includes major cross-border e-commerce platforms such as Wayfair, Amazon, and Walmart, enhancing brand recognition [2] - The company employs a "steady and flexible" strategy to address external uncertainties, expanding offline coverage while adjusting product categories and pricing based on varying tariff policies [2][3]

Core Viewpoint - Mousse Health Sleep Co., Ltd. is facing allegations from several distributors regarding profit manipulation and management practices, which the company denies, asserting compliance with accounting standards and audit approvals [1][2]. Financial Performance - In the first half of 2025, Mousse reported revenue of 2.478 billion yuan, a decrease of 5.76% year-on-year, and a net profit of 358 million yuan, down 4.14% year-on-year [2][3]. - The mattress segment saw a slight revenue increase of 1.25% to 1.256 billion yuan, while revenues from bed frames, sofas, bedding, and other products declined [2][3]. Business Operations - The company has approximately 5,300 offline specialty stores through distribution channels, indicating a reduction of about 300 stores over the past year [4]. - Mousse's distribution model is crucial for expanding its marketing and service networks, but it also presents management challenges due to the dispersed nature of its distributors [4]. Investment Projects - The "East China Health Bedding Production Line Construction Project" has not yet achieved the expected benefits, with production capacity gradually being released [4][5]. Market Performance - As of the afternoon of the 19th, Mousse's stock price was 27.89 yuan per share, with a total market capitalization of 12.134 billion yuan, reflecting a decline of 16.78% since the beginning of 2025 [5].

Core Viewpoint - As of September 18, a total of 149 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the highest number of consecutive days of net buying is Tianpu Co., which has seen net buying for 13 consecutive trading days [1] - Other notable stocks with significant net buying days include Jiankangyuan, Shandong Publishing, Aima Technology, Mosi Co., Hunan Haili, Xiamen Guomao, Zhuojin Co., and Botuo Biotechnology [1]

Group 1 - The company, Mousse Co., has completed the registration of business changes and the filing of its articles of association [2] - The company has obtained a new business license issued by the Dongguan Market Supervision Administration [2]

Core Insights - As of September 17, a total of 98 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stock with the longest streak of net buying is Haotaitai, which has seen net purchases for 15 consecutive trading days [1] - Other notable stocks with significant net buying days include Tianpu Co., Health元, Shandong Publishing, Mousse Co., Aima Technology, Hunan Haili, Baida Group, and Huadian New Energy [1]

慕思健康睡眠股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召开 第二届董事会第十六次会议，审议通过了《关于变更公司注册资本并修订<公司 章程>的议案》。具体内容详见公司于 2025 年 8 月 28 日刊登在《证券时报》《证 券日报》《中国证券报》《上海证券报》《经济参考报》及巨潮资讯网 （http://www.cninfo.com.cn）上的《第二届董事会第十六次会议决议公告》（公 告编号：2025-052）及《关于变更公司注册资本并修订<公司章程>的公告》（公 告编号：2025-058）。 近日，公司已完成工商变更登记和章程备案手续，并取得了东莞市市场监督 管理局换发的《营业执照》，本次变更具体情况如下： 证券代码：001323 证券简称：慕思股份 公告编号：2025-063 慕思健康睡眠股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 成立日期：2007 年 04 月 30 日 住所：广东省东莞市厚街镇厚街科技大道 1 号 经营范围：一般项目：家具制造；家具销售；家具零配件生产；家 ...

证券日报网讯 9月16日晚间，慕思股份发布公告称，公司于近日接到公司实际控制人王炳坤先生的通 知，获悉其所持有本公司的部分股份被质押，本次质押数量为7，650，000股。 （文章来源：证券日报） ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：001323 证券简称：慕思股份 公告编号：2025-062 慕思健康睡眠股份有限公司 关于参加 2025 年广东辖区上市公司投资者 网上集体接待日活动的公告 2025 年 9 月 17 日 为进一步加强与投资者的互动交流，慕思健康睡眠股份有限公司（以下简称 "公司"）将参加由广东证监局、广东上市公司协会联合举办的"向新提质 价 值领航——2025 广东辖区上市公司投资者关系管理月活动投资者网上集体接待 日"，现将相关事项公告如下： 本次投资者网上集体接待日活动将采用网络远程的方式举行，投资者可登录 "全景路演"网站（http://rs.p5w.net）参与本次互动交流，活动时间为 2025 年 9 月 19 日（周五）15:30-17:00。届时公司董事长、总经理王炳坤先生，副总经理、 财务总监、董事会秘书邓永辉先生将通过网络在线交流形式与投资者进行沟通， 在信息披露允许的范围内就投资者普遍关注的问题进行回答，欢迎广大投资者踊 跃参与！ 特此公告。 慕思健康睡眠股份有限公司 董事会 ...

| | 是否为 控股股 | | 占其 | 占公 | 是否为 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 东或第 | 本次质押 | 所持 | 司总 | 限售股 | 为补 | | | | 质押用 | | 称 | 一大股 | 数量（股） | 股份 | 股本 | （如是， | 充质 | 质押起始日 | 质押到期日 | 质权人 | 途 | | | 东及其 | | 比例 | 比例 | 注明限 | 押 | | | | | | | 一致行 | | （%） | （%） | 售类型） | | | | | | | | 动人 | | | | | | | | | | | | | | | | 是，首发 | | 年 月 2025 9 | 年 月 2028 9 | 国金证券股 | 个人投 资企业 | | 王炳坤 | 是 | 7,650,000 | 9.52 | 1.76 | 前限售 | 否 | | | | 经营所 | | | | | | | 股 | | 15 日 | 12 日 | 份有限公司 | 需 | ...

Market Overview - The Shanghai Composite Index is at 3852.31 points with a decline of -0.21% as of 10:32 AM, and the total trading volume of A-shares is 1,075.764 billion yuan [1] Stocks with Death Cross - A total of 152 A-shares have seen their 5-day moving average cross below the 10-day moving average, indicating potential bearish trends [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Songjing Co., Ltd. (688157) with a distance of -1.61% - Chunguang Technology (603657) with a distance of -1.02% - Pilin Bio (000403) with a distance of -0.93% [1] Detailed Stock Performance - Key stock performances include: - Songjing Co., Ltd. (688157): Today's change is -0.67% with a latest price of 40.09 yuan, which is -3.28% from the 10-day moving average [1] - Chunguang Technology (603657): Today's change is -3.47% with a latest price of 38.70 yuan, which is -6.79% from the 10-day moving average [1] - Pilin Bio (000403): Today's change is -0.52% with a latest price of 17.32 yuan, which is -2.64% from the 10-day moving average [1] Additional Stocks with Notable Changes - Other stocks showing significant changes include: - Jiangsu New Energy (603693): Today's change is -1.38% with a latest price of 12.87 yuan, which is -2.29% from the 10-day moving average [2] - Yongan Pharmaceutical (002365): Today's change is -1.04% with a latest price of 18.11 yuan, which is -1.45% from the 10-day moving average [2] - Mosi Co., Ltd. (001323): Today's change is -1.95% with a latest price of 28.16 yuan, which is -2.96% from the 10-day moving average [2]