Group 1 - The actual controller of the company, Mr. Zhang Qikang, plans to reduce his holdings by up to 1.5 million shares, which represents 0.37% of the company's total share capital [1] - The reduction will take place within a three-month period starting from October 21, 2025, to January 20, 2026 [1] - The shares will be sold through centralized bidding or block trading methods [1]

Core Viewpoint - The actual controller of Mona Lisa (002918.SZ), Mr. Zhang Qikang, plans to reduce his shareholding by up to 1.5 million shares, representing 0.37% of the company's total equity, within a three-month period starting from October 21, 2025, to January 20, 2026, through centralized bidding or block trading [1] Summary by Relevant Categories - Shareholding Reduction Plan - Mr. Zhang Qikang intends to reduce his direct shareholding in the company by a maximum of 1.5 million shares [1] - This reduction accounts for 0.37% of the total share capital of the company [1] - The planned reduction will take place over a three-month period starting from October 21, 2025, to January 20, 2026 [1] - Method of Reduction - The shares will be sold through centralized bidding or block trading methods [1]

Group 1 - The actual controller of Mona Lisa Group, Zhang Qikang, plans to reduce his shareholding due to personal financial needs [1][2] - Zhang Qikang directly holds 39,087,675 shares and indirectly holds 942,862 shares, totaling 9.79% of the company's total equity [2] - The total shareholding of the actual controllers, including Zhang Qikang, is 269,557,699 shares, representing 65.94% of the total equity [2] Group 2 - The planned reduction involves a maximum of 1,500,000 shares, accounting for 0.37% of the total equity [2] - The reduction period is set from October 21, 2025, to January 20, 2026, following a 15 trading day period after the announcement [2] - The reduction will be executed through centralized bidding or block trading, with prices determined by market conditions at the time of sale [2] Group 3 - Zhang Qikang has adhered to previous commitments regarding shareholding and has not violated any related agreements [3] - The planned reduction aligns with the commitments made in the company's initial public offering documents [3] - There are no restrictions on the reduction as per the regulations of the Shenzhen Stock Exchange [3]

Group 1 - The actual controller of Mona Lisa, Mr. Zhang Qikang, directly holds 39,087,675 shares of the company and indirectly holds 942,862 shares through an investment partnership, totaling 9.79% of the company's total share capital [1] - Due to personal funding needs, Mr. Zhang plans to reduce his direct holdings by up to 1,500,000 shares, which represents 0.37% of the company's total share capital, within three months starting from October 21, 2025, to January 20, 2026 [1]

Group 1 - Mona Lisa Group's actual controller, Zhang Qikang, holds approximately 39.09 million shares directly and about 940,000 shares indirectly, totaling 9.79% of the company's total equity [1] - Zhang Qikang plans to reduce his direct holdings by up to 1.5 million shares, representing 0.37% of the total equity, within three months starting from October 21, 2025 [1] - For the first half of 2025, Mona Lisa's revenue composition shows that manufacturing of ceramic building products accounts for 98.77%, while other businesses contribute 1.23% [1] Group 2 - As of the report, Mona Lisa's market capitalization is 6.7 billion yuan [1]

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。 特别提示： 蒙娜丽莎集团股份有限公司（以下简称"公司"）实际控制人之一张旗康先生直接持 有公司股份39,087,675股，通过佛山市美尔奇投资管理合伙企业（有限合伙）间接持有公 司股份942,862股，合计持有公司股份占公司总股本的9.79%。由于个人资金需求，张旗康 先生计划自减持公告披露之日起15个交易日后的3个月内（即2025年10月21日至2026年1 月20日）通过集中竞价或大宗交易方式减持其直接持有公司股份不超过1,500,000股，占公 司总股本的0.37%。 公司于近日收到实际控制人之一张旗康先生出具的《关于减持蒙娜丽莎集团股份有限 公司股份的计划告知函》，现将具体情况公告如下： | 证券代码：002918 | 证券简称：蒙娜丽莎 | 公告编号：2025-068 | | --- | --- | --- | | 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的预披露公告 公司实际控制人张旗康先生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 ...

Group 1: Event Details - The investor relations activity was held on September 19, 2025, from 15:30 to 17:00 [2] - The event took place in the company's conference room and was conducted via the "Panorama Roadshow" website [2] - Participants included investors from the Guangdong region [2] Group 2: Company Representatives - The company was represented by Zhang Qikang, the director and secretary of the board [2] Group 3: Discussion Topics - Investors inquired about the results of the promotional activities conducted in August [2] - The company advised investors to refer to the periodic reports published on the Giant Tide Information Network for specific details [2] Group 4: Disclosure Information - The event did not involve any major undisclosed information [2] - No presentation materials or documents were used during the event [2]

Core Viewpoint - The ceramic tile industry is transitioning from a growth phase to a period of intense competition with reduced profitability, driven by market saturation and structural changes in demand [1][6]. Group 1: Industry Overview - As of the end of 2024, there are 993 large-scale enterprises in the building ceramic industry, a decrease of 29 from 2023, with an 11.75% exit rate of production lines compared to 2022 [1]. - The industry is expected to face challenges in 2025, continuing the trends of 2024 without significant recovery, but new opportunities may arise from urbanization, renovation of existing properties, and public building decoration [1][6]. Group 2: Mergers and Acquisitions - The fragmented nature of the ceramic industry presents both opportunities and challenges for mergers and acquisitions, including historical compliance issues and integration difficulties post-acquisition [2]. Group 3: Profit Margin Influences - Factors affecting profit margins include economies of scale, capacity utilization, fixed cost structure, consumer trends, and market price fluctuations [3]. Group 4: Product Pricing Strategies - The decline in product prices in the first half of the year is attributed to concessions made on popular product categories and empowering distributors through pricing policies [4]. Group 5: Digital Transformation - The company is advancing its digital transformation strategy, extending digital initiatives across production, marketing, design, delivery, and service, aiming to enhance production efficiency and product quality [5]. Group 6: Future Industry Outlook - Despite adjustments in the real estate market, the domestic real estate stock market presents significant demand, and the tile market retains substantial capacity, with leading companies having relatively low market shares [6]. Group 7: Convertible Bonds Consideration - The company has over 300 million in convertible bonds and will consider future actions based on market conditions and strategic development, with no current plans to adjust the conversion price [7].

Group 1: Industry Overview - The construction ceramics industry is experiencing a shift from an incremental growth phase to a competitive environment with a focus on quality development, driven by urbanization and renovation demands [2] - As of the end of 2024, there are 993 enterprises in the construction ceramics industry, with an exit rate of 11.75% in 2023, indicating a consolidation trend [2] - The market remains fragmented, presenting both opportunities and challenges for mergers and acquisitions [2] Group 2: Company Performance - The company has observed a decline in gross profit margin due to factors such as scale effects, capacity utilization, and market price fluctuations [3] - Price reductions in the first half of the year were primarily due to strategic pricing adjustments to support distributors and maintain market confidence [4] - The company is focusing on product innovation and operational efficiency to counteract price declines and improve overall performance [4] Group 3: Digital Transformation - The company is advancing its digital transformation strategy, extending digital applications from production to marketing, design, delivery, and service [5] - By leveraging digital tools, the company aims to optimize production planning, enhance efficiency, and ensure product quality [5] - The company has been recognized as an advanced intelligent factory in Guangdong Province, reflecting its commitment to innovation [5] Group 4: Market Outlook - Despite recent adjustments in the real estate market, there remains significant demand in the domestic property market, which is expected to support the ceramics industry [6] - The market share of leading ceramic companies is still relatively low, indicating potential for growth through continuous product innovation and service enhancement [6] - The company is considering its convertible bond balance of over 300 million and will evaluate the possibility of adjusting the conversion price based on various factors [7]

Market Overview - On September 18, the home goods sector declined by 1.74%, with Hao Tai Tai leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Major gainers included: - Meike Home (600337) with a closing price of 2.70, up 10.20% on a trading volume of 1.75 million shares [1] - ST Yazhen (603389) at 28.82, up 4.99% with a volume of 32,600 shares [1] - Mona Lisa (002918) at 16.01, up 4.98% with a volume of 169,800 shares [1] - Major losers included: - Hao Tai Tai (603848) at 29.60, down 8.19% with a trading volume of 62,400 shares [2] - Wo Le Home (603326) at 8.40, down 4.98% with a volume of 77,200 shares [2] - Meng Tian Home (603216) at 16.20, down 4.59% with a volume of 62,800 shares [2] Capital Flow - The home goods sector experienced a net outflow of 201 million yuan from institutional investors, while retail investors saw a net inflow of 16.9 million yuan [2] - Notable capital flows included: - Songlin Technology (603992) with a net inflow of 34.75 million yuan from institutional investors [3] - Mona Lisa (002918) with a net inflow of 33.58 million yuan from institutional investors [3] - Meike Home (600337) with a net inflow of 28.59 million yuan from institutional investors [3]