Core Viewpoint - Pianuo (002853.SZ) announced the intention to optimize resource allocation and promote sustainable development by selling land use rights and factory buildings through public transfer by its wholly-owned subsidiary, Pianuo Home (Tianjin) Co., Ltd [1] Group 1 - The company aims to enhance operational efficiency and stability through the sale of assets [1] - The decision is part of a broader strategy to ensure the company's healthy development [1]

Group 1 - The company Pianno announced the intention to sell a piece of land use rights and the associated factory building through public listing to optimize resource allocation and promote sustainable development [1] - The decision was approved during the 16th meeting of the 4th Board of Directors held on January 23, 2026, and the management is authorized to handle the transfer and related agreements [1] - This transaction does not constitute a major asset restructuring as defined by the regulations, thus does not require shareholder approval [1]

证券代码：002853 证券简称：皮阿诺 公告编号：2026-003 广东皮阿诺科学艺术家居股份有限公司 关于公开挂牌出售子公司部分资产的公告 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。 一、本次交易概述 结合广东皮阿诺科学艺术家居股份有限公司（以下简称"公司"）实际经营 生产情况，为优化资源配置，推动公司持续稳定健康发展，公司之全资子公司皮 阿诺家居（天津）有限公司（以下简称"天津皮阿诺"）拟通过公开挂牌转让的 方式出售其所持有的一处土地使用权及地上厂房。 公司已于 2026 年 1 月 23 日召开了第四届董事会第十六次会议，审议通过了 《关于公开挂牌出售子公司部分资产的议案》。公司提请公司董事会授权公司管 理层办理本次挂牌转让事项并签署与本次转让相关协议以及办理产权过户的相 关变更登记手续等事宜。 本次交易事项在董事会审批权限内，不构成《上市公司重大资产重组管理办 法》规定的重大资产重组，无需提请公司股东会审批。 二、本次交易标的的基本情况 （一）交易标的 本次交易的标的为天津皮阿诺位于静海区天津市静海经济开发区北区三号 路 21 号工业厂房及土地使 ...

经与会的董事充分讨论与审议，会议形成以下决议： 证券代码：002853 证券简称：皮阿诺 公告编号：2026-002 广东皮阿诺科学艺术家居股份有限公司 第四届董事会第十六次会议决议公告 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。 一、董事会会议召开情况 广东皮阿诺科学艺术家居股份有限公司（以下简称"公司"）第四届董事会 第十六次会议通知于 2026 年 1 月 19 日以书面的方式通知公司全体董事，会议于 2026 年 1 月 23 日以通讯的方式召开。本次会议应出席董事 8 人，实际出席董事 8 人。公司高级管理人员列席了会议。会议由董事长马礼斌先生主持，会议召集、 召开、表决程序符合《公司法》和《公司章程》的有关规定。 二、董事会会议审议情况 特此公告。 广东皮阿诺科学艺术家居股份有限公司 董事会 二〇二六年一月二十四日 1、审议通过了《关于公开挂牌出售子公司部分资产的议案》 公司提请公司董事会授权公司管理层办理本次挂牌转让事项并签署与本次 转让相关协议以及办理产权过户的相关变更登记手续等事宜。 具体内容详见公司于同日刊登在《中国证券报》《证券时报》 ...

Core Viewpoint - The company announced that its wholly-owned subsidiary, Tianjin Pianuo, intends to publicly transfer the land use rights and the factory building located in Tianjin Jinghai District, aiming to optimize resource allocation [1] Group 1: Asset Details - The factory building has a total construction area of 55,210.51 square meters and the land area is 138,777.2 square meters, with a usage period until July 25, 2063 [1] - The assessed price of the asset is 86.9089 million yuan (including tax) as of the benchmark date of December 23, 2025, while the book net value is 65.9193 million yuan [1] Group 2: Transaction Details - The listing price for the transfer is set at 95 million yuan, which is above the assessed price [1] - The transaction is subject to the completion of the listing procedures, indicating potential uncertainties [1]

Group 1 - The core viewpoint of the news is that PIANO's stock has seen a significant increase of 5.16%, reaching a price of 26.29 CNY per share, with a trading volume of 1.95 billion CNY and a turnover rate of 6.03%, resulting in a total market capitalization of 48.09 billion CNY [1] - PIANO, established on June 14, 2005, and listed on March 10, 2017, is located in Zhongshan, Guangdong Province, and specializes in the research, design, production, sales, installation, and after-sales service of mid-to-high-end customized cabinets, wardrobes, wooden doors, and related home products [1] - The revenue composition of PIANO's main business includes customized cabinets and related products at 54.78%, customized wardrobes and related products at 39.55%, doors and walls at 3.86%, and other supplementary products at 1.82% [1] Group 2 - Among PIANO's top ten circulating shareholders, one fund from Nuoan Fund ranks as a significant stakeholder, with Nuoan Multi-Strategy Mixed A (320016) newly entering the top ten in the third quarter, holding 1.2967 million shares, which accounts for 1.01% of the circulating shares [2] - The estimated floating profit for Nuoan Multi-Strategy Mixed A today is approximately 1.6727 million CNY [2] - Nuoan Multi-Strategy Mixed A was established on August 9, 2011, with a latest scale of 2.12 billion CNY, achieving a year-to-date return of 10.36%, ranking 1457 out of 8847 in its category, and a one-year return of 87.25%, ranking 280 out of 8099 [2]

（文章来源：证券日报） 证券日报网讯 1月22日，皮阿诺在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东总 户数为12218户。 ...

Market Overview - The home goods sector increased by 0.26% on January 22, with PIANO leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Top Gainers in Home Goods Sector - PIANO (002853) closed at 25.00, up 7.71% with a trading volume of 139,000 shares and a turnover of 340 million yuan [1] - Tianzhen Co. (301356) closed at 24.57, up 6.69% with a trading volume of 63,900 shares and a turnover of 155 million yuan [1] - Haolaike (603898) closed at 15.58, up 6.20% with a trading volume of 123,700 shares and a turnover of 20.6 million yuan [1] - Marco Polo (001386) closed at 24.60, up 4.77% with a trading volume of 218,700 shares and a turnover of 526 million yuan [1] - Meike Home (600337) closed at 3.00, up 4.53% with a trading volume of 974,100 shares and a turnover of 288 million yuan [1] Top Losers in Home Goods Sector - Dream Home (603216) closed at 51.84, down 10.00% with a trading volume of 54,800 shares and a turnover of 290 million yuan [2] - Gongchuang Lawn (605099) closed at 42.05, down 7.93% with a trading volume of 62,600 shares and a turnover of 267 million yuan [2] - Taili Technology (301595) closed at 55.39, down 3.67% with a trading volume of 45,900 shares and a turnover of 259 million yuan [2] Capital Flow Analysis - The home goods sector experienced a net outflow of 104 million yuan from institutional investors, while retail investors saw a net inflow of 159 million yuan [2] - The detailed capital flow for selected stocks shows varying trends, with Marco Polo (001386) having a net inflow of 91.27 million yuan from institutional investors [3] - Other notable stocks include Euro-Pai Home (603833) with a net inflow of 32.27 million yuan from institutional investors, while Haars (002615) had a net inflow of 31.02 million yuan [3]

Core Viewpoint - The home furnishing industry is experiencing a wave of control changes among companies, driven by a need for restructuring due to mismatches in supply and demand, leading to a shift from scale expansion to quality competition [1][3][5]. Group 1: Control Changes - In early 2026, several home furnishing companies announced significant changes in control, including *ST Dongyi completing its restructuring and adopting a "home decoration + computing power" operational model [2][3]. - Other companies, such as Yibang Ceiling and Keli Da, are also undergoing control changes, with Yibang Ceiling's actual controller planning to transfer control to Shicheng Group's founder [3][4]. - The trend of control changes is seen as a necessary response to the industry's adjustment period and declining terminal demand, indicating a shift towards self-rescue and proactive transformation among traditional home furnishing enterprises [3][5]. Group 2: Performance Challenges - Many home furnishing companies are facing declining performance, with *ST Dongyi reporting a revenue drop of 52.02% year-on-year to 544 million yuan in the first three quarters of 2025, alongside a net loss of 58 million yuan [4]. - Other companies, such as Pinao and Yibang Ceiling, also reported significant revenue declines, with Pinao's revenue decreasing by 37.27% and Yibang Ceiling's by 20.59% in the same period [4]. Group 3: Industry Restructuring - The influx of new controlling parties is bringing cross-industry resources and strategies, with a focus on integrating AI technology into traditional business models, as seen with *ST Dongyi's new operational approach [6][7]. - The home furnishing industry is attracting new players from technology and capital sectors, which is expected to drive a transformation from product manufacturing to intelligent solution service providers [6][7]. - The ongoing control changes are accelerating industry reshuffling, concentrating advantageous resources among high-quality enterprises, while companies lacking core technology and operational capabilities face potential elimination from the market [6][7].

Meeting Overview - The first temporary shareholders' meeting of Guangdong PIANO Science & Art Home Co., Ltd. was held on January 14, 2026, at 15:30 [3] - The meeting was conducted both in-person and via online voting [3] - The meeting was convened by the company's board of directors and presided over by Chairman Ma Libin [3] Attendance - A total of 139 shareholders and their proxies attended the meeting, representing 75,511,911 shares with voting rights, accounting for 41.2823% of the total voting shares [4] - Among them, 4 shareholders attended the meeting in person, representing 72,414,361 shares, or 39.5889% of the total voting shares [6] - 135 shareholders participated through online voting, representing 3,097,550 shares, or 1.6934% of the total voting shares [7] - A total of 137 small investors participated, representing 3,230,400 shares, or 1.7661% of the total voting shares [8] Proposal Voting Results - The proposal to change the company's address and amend the Articles of Association was approved with 75,429,911 votes in favor, accounting for 99.8914% of the valid votes cast [9] - The proposal received 43,700 votes against, or 0.0579%, and 38,300 votes abstained, representing 0.0507% [9] - Among small investors, 3,148,400 votes were in favor, accounting for 97.4616%, with 43,700 votes against and 38,300 abstentions [10] - The proposal was classified as a special resolution and was passed with more than two-thirds of the valid votes [10] Legal Opinion - The meeting's procedures were confirmed to comply with the Company Law and relevant regulations by Guangdong Xinda Law Firm [11] - The attendance and qualifications of the conveners were deemed legal and valid, and the voting procedures were confirmed as lawful [11] Documents for Reference - The resolutions from the 2026 first temporary shareholders' meeting and the legal opinion from Guangdong Xinda Law Firm are available for review [12]