证券日报网1月9日讯 ，蒙娜丽莎在接受调研者提问时表示，2025年陶瓷行业仍延续2024年的发展态 势，尚未有明显企稳回升。2026年，国家将坚持内需主导，通过大力提振消费，继续实施消费品以旧换 新等政策有望为持续承压的陶瓷行业带来关键利好，陶瓷行业有望加速完成结构性调整，逐步夯实企稳 基础，后续行业集中度有望持续提升。 （文章来源：证券日报） ...

证券日报网1月9日讯，蒙娜丽莎（002918）在接受调研者提问时表示，公司以"大瓷砖、大建材、大家 居"为发展战略，做强做大陶瓷主业，以"打造百年蒙娜丽莎"为目标，国内庞大的房地产存量市场仍蕴 含着很大需求。同样，瓷砖市场虽经历多轮回调，仍保持着相当规模的市场容量。目前，陶瓷头部企业 的市场占有率整体仍处于较低水平，总体看，还是会有很多机会。无论是瓷砖还是建材家居企业，当前 所面临的周期环境是相当的，公司在风险可控的前提下开展了一些财务性投资，目前相关投资对公司整 体业绩影响有限。后续如发生重大投资，公司将严格按照法律法规及时履行信息披露义务。 ...

Core Viewpoint - The company emphasizes the importance of product innovation, quality improvement, and service optimization to enhance brand appeal and attract more consumers, which will be a long-term focus for the future [1] Company Summary - The company is actively engaged in product innovation and quality enhancement to strengthen its brand and consumer base [1] - The company acknowledges the ceramic industry has entered a mature phase, indicating that leading enterprises may grow through mergers, acquisitions, and international expansion [1] Industry Summary - The ceramic industry is transitioning into a stock era, suggesting that future growth opportunities will be concentrated among top players through strategic consolidations and overseas ventures [1]

Core Viewpoint - Mona Lisa Smart Home Company is focusing on its core business of ceramics and aims to build a long-lasting brand while exploring limited financial investments that have minimal impact on overall performance [3]. Group 1: Company Strategy - The company emphasizes a development strategy centered on "large tiles, large building materials, and large home furnishings," aiming to create a "century-old Mona Lisa" [3]. - The actual controller of the company adheres to a long-termism approach, prioritizing effective business management as the fundamental goal [5]. Group 2: Industry Outlook - The ceramic industry is expected to undergo structural adjustments in 2026, with an increase in market concentration driven by government policies aimed at boosting domestic demand [4]. - The ceramic market, despite experiencing multiple rounds of adjustments, still has considerable capacity, and leading companies have a relatively low market share, indicating ongoing development opportunities [3][4]. Group 3: Competitive Landscape - The company plans to enhance brand appeal through product innovation, quality improvement, and service optimization, as the ceramic industry transitions into a phase dominated by existing market players [6]. - Leading companies in the industry are likely to grow through mergers, acquisitions, and international expansion [6].

证券代码：002918 证券简称：蒙娜丽莎 投资者关系活动记录表 编号：2026-002 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 □其他： | | 活动参与人员 | 长城证券、黄兴源（排名不分先后） | | 时间 | 2026 年 1 月 9 日下午 14:00-15:00 | | 地点 | 蒙娜丽莎智能家居公司会议室 | | 形式 | 现场会议 | | 上市公司接待人员 | 公司董事、董事会秘书：张旗康 | | | 1、公司业务相对稳定，公司对外股权投资如何考虑？ | | | 答：公司以"大瓷砖、大建材、大家居"为发展战略，做强做大陶瓷主业， | | | 以"打造百年蒙娜丽莎"为目标，国内庞大的房地产存量市场仍蕴含着很大需 | | | 求。同样，瓷砖市场虽经历多轮回调，仍保持着相当规模的市场容量。目前， | | | 陶瓷头部企业的市场占有率整体仍处于较低水平，总体看，还是会有很多机会。 | | | 无论是瓷砖还是建材家居企业，当前所面临的周期环境是相当的，公司在 ...

Group 1 - On January 7, 21 companies were investigated by institutions, with 19 of them being attended by funds, highlighting a strong interest in specific companies like Chaojie Co., Shunhao Co., and Dongfang Shenghong [1][2] - Chaojie Co. received the most attention, with 27 funds participating in its investigation, while Shunhao Co. and Dongfang Shenghong had 18 and 13 funds respectively [1][3] - The companies investigated belong to various sectors, with the electronics and machinery equipment industries having the highest representation, each with 3 companies [1] Group 2 - Among the companies investigated, 3 have a total market capitalization exceeding 500 billion yuan, with BOE Technology Group being one of them, while 8 companies have a market cap below 100 million yuan [1] - In terms of market performance, 14 out of the investigated stocks increased in value over the past 5 days, with the highest gains seen in Pulite, Shunhao Co., and Guanglian Aviation, which rose by 38.07%, 20.57%, and 13.49% respectively [1][2] - Conversely, 4 stocks experienced declines, with the largest drops recorded by Binglun Environment, Haixia Co., and Dongfang Shenghong, which fell by 11.15%, 10.70%, and 2.09% respectively [1]

每经AI快讯，蒙娜丽莎发布公告称，2026年1月7日上午10:00-11:30，蒙娜丽莎接受方正证券等投资者调 研，公司董事、董事会秘书张旗康参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——十年首现，沪指连续站稳关键位置！高盛：建议高配中国股票！券商分析 师：人民币升值等因素加速跨境资本回流 （记者 曾健辉） ...

证券代码：002918 证券简称：蒙娜丽莎 编号：2026-001 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 □其他： | | 活动参与人员 | 方正证券、中泰建材、景林资产、海融鑫投资、中金资本、坤酉基金、抱石投 | | | 资、苏建鸿（排名不分先后） | | 时间 | 年 月 日上午 2026 1 7 10:00-11:30 | | 地点 | 蒙娜丽莎智能家居公司会议室 | | 形式 | 现场会议 | | 上市公司接待人员 | 公司董事、董事会秘书：张旗康 | | | 1、2025 年行业发展情况以及对 年的展望？ 2026 | | | 答：2025 年陶瓷行业仍延续 2024 年的发展态势，尚未有明显企稳回升， | | | 陶瓷头部企业的市场占有率整体仍处于较低水平。2026 年，国家将坚持内需主 | | | 导，通过大力提振消费，继续实施消费品以旧换新等政策，有望为持续承压的 | | | 陶瓷行业带来利好。随着国家政策的积极引导，建陶行业在压力中展现出新的 ...

根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 15 号——可转换公司债券》的有关规定，蒙娜丽莎集团股份有限公司（以下简称"公司"） 现将 2025 年第四季度可转换公司债券（以下简称"可转债"或"蒙娜转债"）转股及公 司股份变动情况公告如下： 一、可转债发行上市基本情况 （一）可转债发行情况 | 证券代码：002918 | 证券简称：蒙娜丽莎 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：127044 | 债券简称：蒙娜转债 | | 蒙娜丽莎集团股份有限公司 关于 2025 年第四季度可转换公司债券转股情况的公告 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。 特别提示： 3、转股价格：人民币 19.84 元/股 4、转股期起止日期：2022 年 2 月 21 日至 2027 年 8 月 15 日 经中国证券监督管理委员会"证监许可【2021】2510 号"文核准，公司于 2021 年 8 月 16 日公开发行了 1,168.93 万张可转换公司债券，每张面值 100 元，发行总额 116 ...

Core Viewpoint - Mona Lisa Group is responding to challenges in the real estate sector by implementing self-transformation strategies, focusing on zero-carbon technology, aesthetic integration, and digitalization [2] Group 1: Industry Development - The company is promoting ammonia-hydrogen zero-carbon combustion technology to replace fossil fuels, aiming for a zero-carbon target [2] - It has introduced ceramic aesthetics at the Guangzhou Design Week, enhancing the industry's high-quality development [2] - Collaboration with Tsinghua University’s Aesthetics Research Institute aims to integrate aesthetics deeply into the ceramic industry, transitioning from mere product manufacturing to creating emotional spaces [2] Group 2: Business Strategy - The company emphasizes that high-quality development requires a comprehensive view of its operations, focusing on accounts receivable, inventory, and idle fixed assets [2] - In the wave of digitalization and intelligence, the company has become the only enterprise in the industry to receive the title of a first-level demonstration factory for digitalization and intelligence in Foshan [2] - The company plans to continue focusing on its core business while exploring a second growth curve within the broader ceramic sector, including key materials for the semiconductor industry [2]