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]

Group 1 - Mona Lisa announced that it will hold an investor research meeting on January 7, 2026, from 10:00 to 11:30 AM, with participation from the company's director and board secretary, Zhang Qikang, who will address investor questions [1] Group 2 - The Shanghai Composite Index has stabilized at a key position for the first time in ten years, indicating a significant market development [1] - Goldman Sachs recommends increasing allocation to Chinese stocks, reflecting a positive outlook on the market [1] - Analysts from brokerage firms note that factors such as the appreciation of the Renminbi are accelerating the return of cross-border capital [1]

Group 1: Industry Overview - The ceramic industry in 2025 continues the development trend of 2024, with no significant stabilization observed, and market share of leading companies remains low [2] - In 2026, national policies will focus on boosting domestic demand, which is expected to benefit the ceramic industry under pressure [2] - Urbanization, renovation, and public building decoration will maintain significant market demand, leading to structural adjustments in the ceramic industry [2] Group 2: Company Brand Positioning - The company specializes in high-quality building ceramic products, with brands including "Mona Lisa," "QD," and "Meierqi," and is a leader in large ceramic slabs and rock slabs [2] - The brand philosophy emphasizes that "every home deserves a Mona Lisa," integrating brand culture into product quality and customer service [2] - Continuous focus on product innovation, quality enhancement, and service optimization is essential for increasing brand attractiveness and consumer choice [2] Group 3: Financial Performance and Strategy - The company has seen a gradual improvement in gross margin, with ongoing cost reduction and efficiency enhancement measures [3] - Future cost reduction will become more challenging, leading to a greater focus on quality improvement and efficiency [3] - The management prioritizes cash flow and profitability, implementing lean management and enhancing brand value transmission [3] Group 4: Investment and Growth Strategy - The company aims to strengthen its core ceramic business while pursuing a "big tile, big building materials, big home" strategy [3] - Current investments are limited in impact on overall performance, with a focus on maintaining risk control [3] - Any significant future investments will be disclosed in accordance with legal regulations [3]

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]

| 证券代码：002918 | 证券简称：蒙娜丽莎 | 公告编号：2025-083 | | --- | --- | --- | | 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 关于实际控制人减持股份计划实施完成的公告 近日，公司收到张旗康先生出具的《关于减持蒙娜丽莎集团股份有限公司股份计划实 施完成的告知函》。现将有关情况公告如下： 一、股东减持情况 | 股东名称 | 减持方式 | 减持期间 | 减持均价 | 减持数量（股） | 减持比例 | | --- | --- | --- | --- | --- | --- | | | | | （元/股） | | | | 张旗康 | 集中竞价 | 2025年11月03日 | 15.37 | 1,470,000 | 0.36% | | | 交易 | -2025年12月29日 | | | | 1、股东减持股份情况 注：（1）减持股份来源：公司首次公开发行前持有的股份（包括因权益分派实施资 本公积转增股本部分）。（2）集中竞价交易减持价格区间：14.18元/股～16.58元/股。 2、股东本次减持前后持股情况 | 股东名称 | 股份性质 ...

Market Overview - The home goods sector increased by 0.26% on December 29, with Delixi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Top Performers - Delixi Co., Ltd. (002571) closed at 11.62, up 10.04% with a trading volume of 397,900 shares and a transaction value of 450 million [1] - Dream Home (603216) closed at 42.22, up 9.61% with a trading volume of 80,200 shares and a transaction value of 328 million [1] - Junlinmen (603008) closed at 23.09, up 6.16% with a trading volume of 403,900 shares and a transaction value of 934 million [1] Underperformers - Deyi Culture (300640) closed at 8.21, down 7.75% with a trading volume of 519,300 shares and a transaction value of 429 million [2] - PIANO (002853) closed at 21.08, down 5.77% with a trading volume of 207,200 shares and a transaction value of 450 million [2] - Yayi Technology (301113) closed at 24.45, down 5.05% with a trading volume of less than 37,200 shares and a transaction value of 92.46 million [2] Capital Flow - The home goods sector experienced a net outflow of 207 million from institutional investors, while retail investors saw a net inflow of 283 million [2] - The capital flow for individual stocks in the home goods sector shows varying trends, with Delixi Co., Ltd. experiencing a net outflow of 41.44 million from institutional investors [3] Individual Stock Capital Flow - Delixi Co., Ltd. had a net outflow of 41.44 million from institutional investors, with a net inflow of 7.26 million from retail investors [3] - Xidamen (605155) saw a net inflow of 37.59 million from institutional investors, but a net outflow of 32.43 million from retail investors [3] - Haolaike (603898) had a net inflow of 34.78 million from institutional investors, with a significant net outflow of 31.32 million from retail investors [3]

| 证券代码：002918 | 证券简称：蒙娜丽莎 | 公告编号：2025-082 | | --- | --- | --- | | 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（以下简称"公司"）为满足控股子公司日常经营和业务 发展资金需要，提高公司融资决策效率，分别于 2025 年 4 月 16 日、2025 年 5 月 16 日召 开第四届董事会第八次会议和 2024 年度股东大会，审议通过了《关于 2025 年度对外担保 额度预计的议案》，同意公司 2025 年度为控股子公司提供担保额度总计不超过人民币 33 亿元。担保范围包括但不限于申请综合授信、借款、承兑汇票等融资或开展其他日常经营 业务等。担保方式包括但不限于一般保证、连带责任保证、抵押、质押等方式。担保额度 有效期自审议本议案的股东大会决议通过之日起至下一年度审议对外担保额度的股东大 会决议通过之日。其中，同意公司为广西蒙娜丽莎新材料有限公司（以下简称"桂蒙公司"） 提供担保额度合计不超过 15 亿元，具体内容详见公司于 2025 年 4 月 18 日在《证券时报》 及巨潮资讯网（http://www.cni ...

证券日报网讯 12月22日晚间，蒙娜丽莎发布公告称，截至2025年12月22日，公司审批的对外担保额度 为人民币33亿元，占公司2024年度经审计净资产的99.00%；公司及控股子公司对外实际担保余额为 36788.18万元，占公司2024年度经审计净资产的11.04%，均为公司对子公司提供的担保。公司不存在逾 期的对外担保事项，不存在涉及诉讼的担保及因担保被判决败诉而应承担损失的情况。 （文章来源：证券日报） ...

| 证券代码：002918 | 证券简称：蒙娜丽莎 | 公告编号：2025-081 | | --- | --- | --- | | 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 关于为全资子公司提供担保的进展公告 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。 一、担保情况概述 蒙娜丽莎集团股份有限公司（以下简称"公司"）为满足控股子公司日常经营和业务 发展资金需要，提高公司融资决策效率，分别于 2025 年 4 月 16 日、2025 年 5 月 16 日召 开第四届董事会第八次会议和 2024 年度股东大会，审议通过了《关于 2025 年度对外担保 额度预计的议案》，同意公司 2025 年度为控股子公司提供担保额度总计不超过人民币 33 亿元。担保范围包括但不限于申请综合授信、借款、承兑汇票等融资或开展其他日常经营 业务等。担保方式包括但不限于一般保证、连带责任保证、抵押、质押等方式。担保额度 有效期自审议本议案的股东大会决议通过之日起至下一年度审议对外担保额度的股东大 会决议通过之日。其中，同意公司为广西蒙娜丽莎新材料 ...