Group 1 - The report identifies the top twenty companies with the highest institutional research activity over the past 30 days, including Ice Wheel Environment, Northern Rare Earth, and Weili Transmission, among others [2][11] - In the last five days, the most researched companies include InSai Group, Weili Transmission, and Tianlong Co., Ltd. [2][13] - Six companies among the top twenty in institutional research have ten or more rating agencies, with notable expected profit growth for Hu Dian Co., Yanjing Beer, and BOE Technology Group in 2024 compared to 2023 [2][11] Group 2 - From July 28 to August 1, 2025, two companies, Yuxin Electronics and Jiangnan Yifan, announced significant shareholder increases [3][14] - A total of 111 companies announced share repurchase progress during the same period, with six companies, including Jiufeng Energy and Midea Group, having repurchase amounts exceeding 1% of their market value [3][18] - From January 1 to August 3, 2025, 244 companies reported shareholder increases, with 19 companies having significant planned increase amounts relative to their market value [3][16] Group 3 - In 2025, from January 1 to August 3, 1,623 companies announced share repurchase progress, with 100 companies having repurchase amounts exceeding 1% of their market value [4][19] - Companies in the board proposal stage for repurchase include Jiayi Co., Haixing Power, and Sanhua Equipment [4][19]

Core Viewpoint - The company, Mousse Co., Ltd. (001323), has completed a share buyback and cancellation process, reducing its total share capital and preparing for a capital reserve increase plan to meet listing requirements [2][3][7]. Summary by Sections Share Buyback and Cancellation - Mousse Co., Ltd. has repurchased a total of 4,265,977 shares, accounting for 1.07% of the company's total share capital, and completed the cancellation of these shares on July 25, 2025 [2][3]. - Following the cancellation, the total share capital decreased from 400,010,000 shares to 395,744,023 shares, with the public shareholding ratio dropping to 19.11%, which does not meet the listing requirements [3][7]. Capital Reserve Increase Plan - The company plans to propose a capital reserve increase of 1 share for every 10 shares held, which will result in an increase of 39,336,741 shares, raising the total share capital to 435,080,764 shares [6][8]. - This proposal will be submitted for approval at the upcoming extraordinary general meeting scheduled for August 13, 2025 [7]. Financial Performance - For the fiscal year 2024, Mousse Co., Ltd. reported a net profit attributable to shareholders of 767,327,852.54 yuan, a decrease of 4.36% compared to the previous year [6][8]. - The company's total revenue for 2024 was 5,602,743,692.82 yuan, reflecting a slight increase of 0.43% year-on-year [8]. - The net cash flow from operating activities significantly decreased by 43.63% to 1,090,516,939.78 yuan [8]. Company Overview - Mousse Co., Ltd. specializes in high-end health sleep products, with mattresses being its core product. The company integrates research, design, production, sales, and service [7].

中国经济网北京7月31日讯 慕思股份(001323.SZ)今日股价下跌，截至收盘报31.68元，跌幅4.78%。 慕思股份首次公开发行股票募集资金总额为155,758.93万元，扣除发行费用8,044.55万元，募集资金净额 为147,714.38万元。慕思股份于2022年6月13日披露的招股说明书显示，该公司原拟募集资金147,714.38 万元，用于华东健康寝具生产线建设项目、数字化营销项目、健康睡眠技术研究中心建设项目。 慕思股份首次公开发行股票的发行费用约8,044.55万元(各项费用均为不含税金额)，其中，保荐及承销 费用5,700.00万元。 上市次日(2022年6月24日)，慕思股份盘中最高价报61.67元，为该股上市以来最高价。该股目前处于破 发状态。 慕思股份于2022年6月23日在深圳证券交易所主板上市，本次发行的股票数量为4,001.00万股，发行价格 为38.93元/股，保荐机构为招商证券股份有限公司，保荐代表人为邓永辉、康自强。 ...

Core Viewpoint - The collaboration between Mousse Co. and MIT aims to transform mattresses into smart, data-driven health solutions, addressing the global sleep crisis affecting millions [1][3]. Group 1: Strategic Collaboration - Mousse Co. has announced a deep strategic partnership with MIT, focusing on five key areas including the Sleep++ smart sleep data analysis platform and Dormio dream intervention technology [1][2]. - The partnership positions Mousse Co. as a leader in the smart health sleep solution market, with a vision to become the world's largest provider by 2025 [2]. Group 2: Technological Innovations - The newly launched AI smart mattress T11+ features a sensor array that monitors heart rate, breathing, and movement, automatically adjusting support firmness and temperature based on Sleep++ algorithms [2]. - Dormio technology aims to enhance deep sleep duration by providing sound interventions during light sleep phases, addressing common sleep issues [2]. Group 3: Market Positioning - Mousse Co. is shifting the bedding industry from traditional manufacturing to digital health services, creating a physical platform for sleep monitoring, health management, and telemedicine [3]. - The collaboration emphasizes the importance of using technology to enhance natural biological rhythms rather than creating dependency on machines [3].

Core Viewpoint - Mousse Health Sleep Co., Ltd. has signed a memorandum of cooperation with Huawei to integrate its health sleep system with the HarmonyOS ecosystem, aiming to create a unified smart sleep environment that enhances user experience through system-level integration rather than fragmented operations [1][2]. Group 1: Partnership Details - The memorandum outlines that Mousse will connect its health sleep system to the HarmonyOS, allowing its AI smart mattress to interact with other smart devices in the bedroom, such as lights, curtains, and air conditioning [1]. - The collaboration aims to establish a "full-scene smart sleep ecosystem" where different brands and types of bedroom devices can work together under Mousse's sleep system, reducing the need for users to operate each device individually at night [1][2]. Group 2: Technical Integration - The integration process involves the AI smart mattress reading pressure data and synchronizing it with other devices in the bedroom through HarmonyOS's distributed capabilities, enabling automated adjustments like dimming lights and closing curtains without manual intervention [2]. - The memorandum also emphasizes "technical standardization," where Mousse's sleep technology algorithms and Harmony's interconnection protocols will be used to create interface standards that can be shared with the industry, potentially reducing redundant development and promoting a unified interconnection protocol in the health sleep industry [2]. Group 3: Strategic Implications - For Mousse, this partnership represents an expansion of its product matrix and a shift towards offering personalized, intelligent health sleep solutions rather than just selling mattresses [3]. - For HarmonyOS, the deep integration of bedroom scenarios will strengthen its system-level advantages in the whole-home smart field, providing a model for collaboration between home manufacturing companies and digital platforms in the context of differentiated terminal demands and the lack of industry standards [3].

Core Viewpoint - The company has approved a share buyback plan to reduce registered capital by repurchasing shares using its own funds, with a total buyback amount ranging from RMB 120 million to RMB 240 million [2][3]. Buyback Plan Details - The buyback will be conducted through the Shenzhen Stock Exchange, targeting A-shares, with a maximum repurchase price set at RMB 39 per share initially, later adjusted to RMB 38.26 and then to RMB 37.28 [2][3][4]. - The estimated number of shares to be repurchased ranges from approximately 3,076,923 shares (0.77% of total shares) to 643,780 shares (1.61% of total shares) based on the maximum buyback amount [2][3]. Implementation Status - As of July 18, 2025, the company has repurchased a total of 4,265,977 shares, representing 1.07% of the total share capital, with a total transaction amount of approximately RMB 121.89 million [3][4]. - The highest transaction price during the buyback was RMB 30.07 per share, and the lowest was RMB 27.72 per share, with an average price of RMB 28.57 per share [3]. Share Cancellation - The company completed the cancellation of the repurchased shares on July 25, 2025, reducing the total share capital from 400,010,000 shares to 395,744,023 shares [3][4]. - The cancellation of shares will not significantly impact the company's operations, finances, or future development [4]. Share Structure Changes - Following the cancellation, the proportion of restricted shares increased from 78.49% to 79.34%, while the proportion of unrestricted shares decreased from 21.51% to 20.66% [4].

Group 1 - The company held its 10th meeting of the second Supervisory Board on July 28, 2025, with all three supervisors present, and the meeting was deemed legally valid [1][2] - The Supervisory Board approved the proposal for the capital reserve fund to increase share capital for the year 2024, considering the company's operational status, future development needs, and shareholder returns [1][2] - The proposal will be submitted for review at the company's second extraordinary general meeting of shareholders in 2025 [2] Group 2 - The meeting was convened by the chairman of the Supervisory Board, Mr. Luo Zhenbiao, and included the company’s board secretary, Mr. Deng Yonghui, as an attendee [1] - The decision made by the Supervisory Board was unanimous, with 3 votes in favor and no votes against or abstentions [2] - The company ensures that the information disclosed is true, accurate, and complete, with no misleading statements or significant omissions [1]

Meeting Information - The company will hold its second extraordinary general meeting of shareholders for 2025 on August 13, 2025, at 14:50 [1] - The meeting will utilize the Shenzhen Stock Exchange's online voting system for shareholder participation [1][2] Voting Procedures - Shareholders can vote either in person or through a proxy with a valid authorization letter [2] - The online voting will be available from 9:15 to 15:00 on August 13, 2025 [1][2] - Each voting right can only be exercised through one method: in-person, trading system, or internet voting [2] Attendance Requirements - Individual shareholders must present valid identification and proof of shareholding [4] - Corporate shareholders must provide documentation including a power of attorney if represented by an agent [4] Agenda Items - The meeting will discuss non-cumulative voting proposals, including a proposal for the capital reserve fund to increase share capital for the year 2024 [3][9]

证券代码：001323 证券简称：慕思股份 公告编号：2025-043 慕思健康睡眠股份有限公司 关于回购股份注销完成暨股份变动的公告 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。 （二）截至 2025 年 7 月 18 日，公司通过回购专用证券账户以集中竞价交易 的方式回购公司股份累计 4,265,977 股，占公司目前总股本的 1.07%，最高成交 价为 30.07 元/股，最低成交价为 27.72 元/股，成交均价为 28.57 元/股，成交总 金额为 121,890,087.10 元（不含交易费用），回购金额不低于回购方案中的回购 资金总额下限，且未超过回购资金总额上限。公司本次回购方案已实施完毕，实 施情况符合相关法律法规及公司回购股份方案的要求。公司实际回购股份时间区 间为 2024 年 7 月 23 日至 2025 年 4 月 30 日。具体内容详见 2025 年 7 月 22 日刊 登在《证券时报》《证券日报》《中国证券报》《上海证券报》及巨潮资讯网 （http://www.cninfo.com.cn）的《关于回购股份实施结果暨股份变动的公告 ...

证券代码：001323 证券简称：慕思股份 公告编号：2025-047 慕思健康睡眠股份有限公司 关于召开公司 2025 年第二次临时股东大会的通知 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。 重要提示 股东大会召开日期：2025 年 8 月 13 日 本次股东大会采用的网络投票系统：深圳证券交易所股东会网络投票系 统 根据《中华人民共和国公司法》及《公司章程》的有关规定，经慕思健康睡 眠股份有限公司（以下简称"公司"或"本公司"）第二届董事会第十五次会议 审议通过，决定于 2025 年 8 月 13 日（星期三）下午 14:50 召开公司 2025 年第 二次临时股东大会，现将本次股东大会的有关事项通知如下： 一、召开会议的基本情况 1．会议届次：2025 年第二次临时股东大会 2、会议召集人：公司董事会 3、会议召开的合法、合规性：公司第二届董事会第十五次会议审议通过了 《关于提请召开 2025 年第二次临时股东大会的议案》。本次股东大会会议召集、 召开符合有关法律、行政法规、部门规章、规范性文件以及公司章程的规定。 4、会议召开的日期和时间： 其中， ...