文丨金融八卦女特约作者：身披铠甲的方方 梦洁不是在认真做生意，而是在上演一出又一出的"宫斗剧"。再这么折腾下去，别说重返榜首，连家纺 主业能否保住都成问题。好好的一手牌，被自己打得稀烂，只能说："内斗一时爽，翻车空荡荡"。 · · · A股又上演离谱大戏。 11月22日，老牌家纺巨头梦洁股份董事陈洁，突然在公众号陈洁披露真相上（目前已被屏蔽，无法搜 索）发布实名举报，指称公司董事长姜天武团队涉嫌合同诈骗、侵占资金、伪造公章等多项问题，还说 对方"请君入瓮、趁火打劫、欺上瞒下、赶尽杀绝、偷天换日"，甚至连5000万元保证金都被挪去还个人 贷款，并表示自己的人身安全受到了威胁。 ▲陈洁举报信/ 来源：公开网络 三天后，公司迅速回应，表示这些内容都是恶意捏造，已经报警，并将追究责任。 ▲梦洁股份声明/ 来源：梦洁股份官网 事情发展到这一步，已经不是内部争执，而是摆到公众面前正面开撕。有意思的是，风波一出，下跌许 久的梦洁股份，股价反倒涨停。至于真相，目前还没人能说准，但可以肯定的是，这事儿远没到结尾， 后面怎么演，估计比梦洁的股价还难预测。 ▲梦洁股份股价/ 来源：百度股市通 陈洁在举报信中所提到一个核心纠纷是梦洁 ...

梦洁股份公告称，公司总经理涂云华因个人资金需求，原计划于2025年8月11日公告之日起15个交易日 后的三个月内，以集中竞价方式减持不超80.11万股，占总股本不超0.11%。截至减持计划期限届满，涂 云华于2025年10月28 - 30日累计减持72.78万股，占总股本0.10%，减持后持股降至247.66万股，占比 0.33%。本次减持不会导致公司控制权变化，且符合相关规定。 ...

证券代码：002397 证券简称：梦洁股份 公告编号：2025-046 湖南梦洁家纺股份有限公司 关于高级管理人员减持计划期限届满暨实施情况的公告 说明：减持股份来源为首次公开发行股票上市前持有的股份、股权激励行权股份以及公 司实施权益分派所获得的股份；减持价格区间为 3.92 元/股—4.12 元/股；合计数与各分项 数值之和尾数不符为四舍五入原因所致，下同。 1 二、 其他相关说明 1、涂云华女士不属于公司控股股东、实际控制人，本次减持不会导致公司 控制权发生变化，不会对公司治理结构及持续经营产生影响。 总经理涂云华女士保证向本公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 湖南梦洁家纺股份有限公司（以下简称"公司"）于 2025 年 8 月 11 日在公 司 指 定 的 信 息 披 露 媒 体 《 证 券 时 报 》《 证 券 日 报 》 以 及 巨 潮 资 讯 网 （www.cninfo.com.cn）披露了《高级管理人员减持股份预披露公告》（公告编号： 2025-030）。公司总经理涂云华女士因个人资金需 ...

中经记者郭阳琛石英婧上海报道 在连续14次投出反对票、弃权票后，梦洁股份（002397.SZ）董事陈洁将矛头直指公司董事长姜天武和 董事会秘书李军，并实名举报两人存在涉嫌合同诈骗、职务侵占、信披违规、阻挠董事履职等行为。 11月25日，梦洁股份发表《关于网络恶意不实信息的严正声明》（以下简称《声明》）。《声明》称， 陈洁通过个人自媒体发布"实名举报"内容，相关言论均属主观臆断与恶意捏造，已严重侵害公司及相关 高管的名誉权，扰乱资本市场秩序，涉嫌误导投资者。公司已向公安机关报案，将依法追究其编造、传 播虚假信息的法律责任，并启动民事诉讼程序。 当天晚上，陈洁再度公开发文，声称实名举报内容全部真实，并愿为此负法律责任。"愿在公众见证 下，在公开的时间和地点与姜天武、李军公开对质。" 《中国经营报》记者了解到，目前，梦洁股份处于"无实控人"状态。近年来，由于高端战略未达预期， 梦洁股份业绩下滑明显。2022年，姜天武在出现债务危机后选择出让梦洁股份部分股权。如今，梦洁股 份深陷高管内讧，也是这场股权交易带来的后遗症。 "大方睡眠作为梦洁股份控股子公司，这是涉嫌职务侵占的重大违法行为。"陈洁在公开举报信中表示， 在过 ...

Market Overview - The apparel and home textile sector increased by 1.05% on November 28, with Aokang International leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Top Gainers - Aokang International (603001) closed at 10.00, up 9.41% with a trading volume of 182,400 shares and a turnover of 177 million yuan [1] - Other notable gainers include: - Tanshan (300005) at 11.73, up 5.96% [1] - ST Qibu (603557) at 2.63, up 5.20% [1] - Mengjie (002397) at 4.37, up 5.05% [1] - Jiumuwang (601566) at 13.42, up 4.19% [1] Top Losers - Zhenai Meijia (003041) saw a significant decline of 8.89%, closing at 53.80 with a trading volume of 189,900 shares and a turnover of 1.047 billion yuan [2] - Other notable decliners include: - Tianchuang Fashion (603608) at 7.10, down 4.05% [2] - Bangjie (002634) at 6.20, down 3.12% [2] Capital Flow - The apparel and home textile sector experienced a net outflow of 164 million yuan from institutional investors, while retail investors saw a net inflow of 211 million yuan [2] - The capital flow for specific stocks includes: - Semir Fashion (002563) with a net inflow of 39.4 million yuan from institutional investors [3] - Tanshan (300005) with a net outflow of 7.04 million yuan from retail investors [3] - Aokang International (603001) with a net inflow of 14.2 million yuan from institutional investors [3]

Core Viewpoint - Dream Jie Co., Ltd. has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential investment opportunities [1][2]. Group 1: Stock Performance - As of November 28, Dream Jie Co., Ltd. saw a stock price increase of 2.16%, reaching 4.25 CNY per share, with a total market capitalization of 3.178 billion CNY [1]. - The stock has increased by 44.56% year-to-date, with a 4.17% rise over the last five trading days, 1.92% over the last 20 days, and 12.14% over the last 60 days [2]. - The company has appeared on the trading leaderboard seven times this year, with the most recent occurrence on July 2, where it recorded a net buy of -22.5432 million CNY [2]. Group 2: Financial Performance - For the period from January to September 2025, Dream Jie Co., Ltd. reported a revenue of 1.099 billion CNY, a year-on-year decrease of 7.97%, while the net profit attributable to shareholders was 26.5176 million CNY, reflecting a year-on-year increase of 28.69% [2]. - The company has distributed a total of 804 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Business Overview - Dream Jie Co., Ltd. specializes in the research, design, production, and sales of household textiles, primarily bedding products, with revenue contributions from comforters (34.75%), bedding sets (34.17%), other products (25.42%), and pillows (5.66%) [2]. - The company is categorized under the textile and apparel industry, specifically in the home textile sector, and is associated with concepts such as low price, small cap, internet celebrity economy, C2M, and new retail [2].

近日，国内老牌家纺头部企业湖南梦洁家纺股份有限公司（以下简称 "梦洁股份"，002397.SZ）深陷 "董事实名举报" 舆论漩涡。公司董事陈洁通过个人微信 公众号连发举报信，以 "请君入瓮、趁火打劫" 等犀利措辞，直指董事长姜天武、董秘李军等核心高管涉嫌合同诈骗、职务侵占等多项违规行为。面对指 控，梦洁股份迅速发布严正声明予以否认，并宣布已启动司法程序维权。这场涉及上市公司控制权争夺、财务合规争议的风波，让成立 44 年的老牌企业陷 入舆论焦点。 2025 年 11 月 22 日，梦洁股份董事陈洁在个人公众号发布实名举报信，详细列举了被举报人的五大核心违法违规行为，涉及金额超 4 亿元。 第一项 "请君入瓮" 指控中，陈洁称 2022 年姜天武、李军以 "偿还银行贷款" 为由，要求中战华信法人刘必安支付 5000 万元尽调保证金，后将该笔资金挪用 偿还个人债务；2023 年前后，投资方金森新能支付 3.85 亿元股权转让款拟获取公司实际控制权，却陷入 "圈套" 未能如愿。 第二项 "趁火打劫" 指出，按协议约定金森新能成为第一大股东后 2 个月内需改组董事会，但姜天武以 "李军酒驾拘留""需再借 1.7 亿元 ...

Group 1 - Four companies have received court approval for restructuring investments [2] - Aowannianqing's product, Zhongzubei Dingchuan Wan, focuses on treating respiratory issues [2] - Beida Pharmaceutical has expanded its business scope to include both chemical synthesis and biopharmaceuticals [2] - Zhongheng Group's subsidiary acquired a technology for treating chronic heart failure for 55 million yuan [2] - Huaren Health is focused on the pharmaceutical distribution industry, with Alibaba Health as a significant shareholder [2] - Haiwang Biological is one of the largest national pharmaceutical commercial enterprises in China [2] - Fuyuan Pharmaceutical's Lansoprazole enteric-coated capsules have been approved for registration [2] - People's Tongtai is the largest pharmaceutical commercial company in Heilongjiang Province [2] - Yinghe Group is a regional leader in pharmaceutical distribution in Zhejiang Province [2] - Ruikang Pharmaceutical has completed special item approval for the import of Evusheld, a COVID-19 prevention drug [2] - Jindike is one of the first companies to achieve the approval and sale of quadrivalent influenza vaccines [2] Group 2 - Dairong has completed the transfer of shares with Zhongdao Chenying [3] - Boyong Generation is a leader in the domestic ETC chip field [3] - Wantong Development plans to invest 854 million yuan to acquire a 62.98% stake in Shudu Technology [3] - Mingwei Electronics collaborates with major manufacturers for chip production [3] - Qipilong is a leading Chinese men's clothing brand [3] - Dongxin Co. is one of the few companies in mainland China providing complete solutions for NAND, NOR, and DRAM chips [3] - The National Space Administration has issued a plan to promote the high-quality development of commercial aerospace [3] - Sanwei Tiandi has clients including China Aerospace for its digital inspection and testing management services [3] - Leike Defense has developed a comprehensive satellite application business [3] - Tianqimo has sufficient orders for its aviation parts business [3] Group 3 - The implementation plan to enhance the adaptability of supply and demand for consumer goods has been issued [4] - Maoye Commercial is a retail market leader in Hohhot [4] - Jialinjie is a leader in functional fabrics for outdoor sports [4] - Xueqi Electric specializes in the production of refrigerators and commercial display cabinets [4] - Guangbai Co. is the largest department store chain in Guangzhou [4] - Mengjie Co. has launched the first children's home textile brand in the industry [4] - Juran Smart Home has signed a strategic cooperation agreement following the chairman's passing [4] - Haixin Food is a leading company in the frozen fish ball market [4] - Sanjiang Shopping is the largest local supermarket chain in Zhejiang Province [4] - Jiangxi Province's first listed company in the commercial circulation industry is Guoguang Chain [4] Group 4 - The company is a leading e-commerce platform for liquor, with various brand partnerships [5] - Shiji Group plans to acquire a 95% stake in Fujian Shuchuan Ming Shang for 184.6 million yuan [5] - Laizhi Group specializes in new materials for construction additives [5] - Dahua Intelligent has developed a complete quantum secure satellite internet communication solution [5] - Haitong Development operates dry bulk shipping services across over 200 ports [5] - Qingshan Paper is a major supplier of optical communication modules and components [5] Group 5 - Ningbo Color Masterbatch has launched a high-transparency POE film crosslinking masterbatch [6] - BOLE FREE STARS' app surpassed 10 million downloads in its first week [6] - Hainan Free Trade Port is set to launch on December 18 [6] - Hainan Ruize focuses on concrete and new wall materials production [6] - Tianpu Co. has completed the transfer of shares with Zhonghuang Chenying [6] - Longsao Technology has increased its sales contract for lithium iron phosphate materials significantly [6] Group 6 - The company has developed energy storage products covering various systems and collaborated with international wind power leaders [7] - Huanyue Century has established an AI joint laboratory for content production [7] - Luoping Zinc Electric is the only enterprise in the zinc smelting industry with a tri-production model [7] - Meiyan Jixiang operates seven hydropower stations in Guangdong [7] - Qingshang Co. has developed smart city products using streetlights as a platform [7] - Meike Home focuses on domestic retail and international wholesale of home products [7] Group 7 - Chitianhua is the largest methanol producer in Guizhou, with an annual capacity of 300,000 tons [8] - Weiyuan Co. is the largest producer of phenol and acetone in China [8] - Teli A is controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [8] - Hongmian Co. is a state-owned enterprise in Guangzhou focusing on daily chemical products [8] - Zhonghuan Hailu produces various industrial metal forgings for multiple sectors [8]

Core Viewpoint - The textile and apparel sector showed significant upward movement on the 26th, with several companies reaching their daily price limits, indicating strong market interest and potential recovery in the sector [1] Group 1: Textile Manufacturing - By 2025, the textile manufacturing and branding sectors faced external pressures, including tariff impacts and macroeconomic challenges, yet leading companies demonstrated strong operational resilience [1] - The gradual easing of tariff disruptions is expected to support long-term growth trends in the manufacturing sector, with positive order outlooks for leading OEMs in 2026, suggesting a potential recovery in profitability [1] - Some leading companies still possess considerable valuation recovery potential, indicating investment opportunities in the manufacturing segment [1] Group 2: Brand Apparel - The brand apparel sector can learn from the experiences of overseas leading brands that successfully navigated the 2008 financial crisis, suggesting that local brands may capitalize on operational improvements during the retail recovery phase [1] - The focus on enhancing internal capabilities during downturns may position local brands favorably to benefit from the anticipated retail recovery [1] Group 3: Outdoor Sports Segment - The outdoor footwear and apparel segment is identified as one of the most promising areas within the industry, showing a trend of accelerated growth [1] - In addition to outdoor footwear and apparel, certain outdoor equipment segments are also experiencing high growth cycles, indicating a robust market environment [1]

Core Viewpoint - The internal conflict within Dream Jie Co., Ltd. has escalated, with board member Chen Jie publicly accusing Chairman Jiang Tianwu and Secretary Li Jun of obstructing investor rights and mismanagement since the introduction of investors in 2022 [1][2] Group 1: Allegations and Responses - Chen Jie publicly accused the management of Dream Jie of preventing investors from accessing essential operational and financial data, leading to a situation where actual investments did not translate into control or rights [1][5] - In response, Dream Jie issued a statement claiming that Chen Jie's allegations were false and damaging to the company's reputation, and announced legal actions against her [1][2] Group 2: Financial and Operational Impact - Following the public allegations, Dream Jie’s stock price declined for two consecutive days, reflecting investor concerns over the ongoing internal disputes [2][12] - The company's financial performance has been declining, with a reported revenue drop of 14.83% year-on-year in the first half of the year, despite a net profit increase of 26.27% [12] Group 3: Shareholder Dynamics - The conflict stems from a complex acquisition process initiated in June 2022, where Chen Jie claims that the actual control of the company remains with the original shareholders despite the investment from Jin Sen New Energy [3][8] - Chen Jie has raised multiple objections to the company's financial reports, indicating a rare case of a shareholder consistently voicing dissent within the A-share market [9][12] Group 4: Background of the Investment - The acquisition involved Jin Sen New Energy purchasing shares from the original controlling shareholders, but Chen Jie alleges that the true source of funds and the actual control dynamics were not transparently disclosed [3][10] - The involvement of Liu Bian, who is linked to a financial fraud case, raises questions about the legitimacy of the funding used for the acquisition [10][11]