上市公司名称：浙江真爱美家股份有限公司 股票上市地点：深圳证券交易所 股票简称：真爱美家 股票代码：003041 信息披露义务人：真爱集团有限公司 住所及通讯地址：浙江省金华市义乌市北苑街道雪峰西路 751 号（自主申报） 权益变动性质：股份减少（协议转让、表决权放弃） 签署日期：二〇二五年十一月 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式 准则第15号——权益变动报告书》《公开发行证券的公司信息披露内容与格式 准则第16号——上市公司收购报告书》及其他相关法律、法规及规范性文件的 规定编写本报告书。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定， 本报告书已全面披露了信息披露义务人拥有的浙江真爱美家股份有限公司（以 下简称"真爱美家"）股份变动情况。截至本报告书签署之日，除本报告书披 露的信息外，信息披露义务人没有通过任何其他方式增加或减少其在真爱美家 中拥有权益的股份。 三、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人章程或内部规则中的任 ...

上市公司名称：浙江真爱美家股份有限公司 股票上市地点：深圳证券交易所 股票简称：真爱美家 股票代码：003041 信息披露义务人：广州探迹远擎科技合伙企业（有限合伙） 住所：广州市海珠区新港东路 2429 号四层自编 124 房（仅限办公） 通讯地址：广州市海珠区新港东路 1128 号智通广场 权益变动性质：股份增加（协议转让） 签署日期：二〇二五年十一月 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式 准则第15号——权益变动报告书》《公开发行证券的公司信息披露内容与格式 准则第16号——上市公司收购报告书》及其他相关法律、法规及规范性文件的 规定编写本报告书。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定， 本报告书已全面披露了信息披露义务人拥有的浙江真爱美家股份有限公司（以 下简称"真爱美家"）股份变动情况。截至本报告书签署之日，除本报告书披 露的信息外，信息披露义务人没有通过任何其他方式增加或减少其在真爱美家 中拥有权益的股份。 三、信息披露义务人签署本报告书已获得必要的授 ...

广发证券股份有限公司 关于浙江真爱美家股份有限公司 详式权益变动报告书 之 财务顾问核查意见 2025 年 11 月 声 明 本部分所述词语或简称与本核查意见"释义"所述词语或简称具有相同含义。 根据《公司法》《证券法》《上市公司收购管理办法》《公开发行证券的公 司信息披露内容与格式准则第15号——权益变动报告书》《公开发行证券的公司 信息披露内容与格式准则第16号——上市公司收购报告书》等法律法规及规范性 文件的有关规定，广发证券股份有限公司按照行业公认的业务标准、道德规范， 本着诚实信用和勤勉尽责的原则，对信息披露义务人出具的《详式权益变动报告 书》所披露的内容出具核查意见。 本财务顾问特作如下声明： 1、本财务顾问及信息披露义务人与本次权益变动行为之间不存在任何关联 关系，亦未委托或授权其他任何机构或个人提供未在本核查意见中列载的信息和 对本核查意见做任何解释或者说明。 2、本财务顾问依据的有关资料由信息披露义务人提供。信息披露义务人已 做出承诺，保证其所提供的信息和文件真实、准确、完整，不存在任何重大遗漏、 虚假记载或误导性陈述，并对其真实性、准确性、完整性负责。 7、本财务顾问特别提醒投资者注意，本 ...

真爱美家盘中涨停，已连收3个涨停板，截至9:25，该股报41.02元，换手率0.04%，成交量5.93万股，成 交金额243.10万元，涨停板封单金额为6.90亿元。连续涨停期间，该股累计上涨33.10%，累计换手率为 0.61%。最新A股总市值达59.07亿元，A股流通市值56.12亿元。 公司发布的三季报数据显示，前三季公司共实现营业收入7.24亿元，同比增长16.16%，实现净利润2.30 亿元，同比增长310.28%，基本每股收益为1.5994元，加权平均净资产收益率15.95%。 据天眼查APP显示，浙江真爱美家股份有限公司成立于2010年12月14日，注册资本14400万人民币。 （数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.11.13 | 10.00 | 0.10 | 339.44 | | 2025.11.12 | 9.99 | 0.46 | 1065.36 | | 2025.11.04 | -4.26 | 5.45 | -293.68 | | 2025.11.03 | ...

Core Viewpoint - The textile and apparel sector experienced a significant rise, with several companies reaching their daily limit up in stock prices on November 14 [1] Company Performance - Companies such as Jiayuan Wang, True Love Home, Furui Shares, and Xinlong Holdings hit the daily limit up [1] - Other companies like Sanfu Outdoor, Hongda High-Tech, and Ribao Fashion also showed notable gains in their stock prices [1]

Group 1 - The textile and apparel sector has seen a rise, with companies such as Jiumuwang, Zhenai Meijia, Furui Shares, and Xinlong Holdings hitting the daily limit up [1] - Other companies like Sanfu Outdoor, Hongda High-Tech, and Ribor Fashion also experienced significant gains [1]

Group 1 - A total of 106 stocks in the A-share market hit the daily limit, with 86 stocks hitting the limit after excluding 20 ST stocks, resulting in an overall limit-up rate of 70.2% [1] - Victory Co., Ltd. had the highest limit-up order volume at 764,100 hands, while 36 stocks had limit-up order funds exceeding 100 million yuan, with Tinci Materials, Furui Shares, and Suda Shares leading in order funds at 573 million yuan, 451 million yuan, and 428 million yuan respectively [1][2] Group 2 - Tinci Materials closed at 47.20 yuan with a turnover rate of 10.02%, achieving a limit-up order volume of 121,400 hands and order funds of 573 million yuan, driven by long-term contracts for electrolytes and lithium hexafluorophosphate [2] - Furui Shares closed at 10.51 yuan with a turnover rate of 1.92%, achieving a limit-up order volume of 429,500 hands and order funds of 451 million yuan, attributed to electrolyte additives and equity unfreezing [2] - Suda Shares closed at 48.84 yuan with a turnover rate of 22.11%, achieving a limit-up order volume of 87,600 hands and order funds of 428 million yuan, supported by coal equipment and overseas expansion [2]

此外，真爱集团承诺将其持有的1873.44万股（占总股本13.01%）有效申报预受要约，且自协议转让股份过户完成之日起，主动 放弃该部分股份的表决权。 交易完成后，探迹远擎将通过协议转让和要约收购合计持有真爱美家6478.56万股股份，占总股本的44.99%，同时因真爱集团放 弃13.01%股份的表决权，探迹远擎实际可支配的表决权比例大幅提升，稳固获得公司控制权。公司控股股东将变更为探迹远 擎，实控人由郑期中变更为 "80 后" 企业家黎展。真爱集团及其一致行动人持股比例将降至 21.61%。 新实控人黎展来头不小，作为智能销售 SaaS 领域 "独角兽" 探迹科技的创始人兼 CEO，他履历亮眼。其曾获阿里、红杉等顶级 资本加持，多次登上福布斯中国、亚洲 "30 位 30 岁以下精英" 及胡润创业领袖榜单，2022 年更入选《财富》"中国 40 位 40 岁 以下的商界精英" 榜单，与张一鸣、许仰天等知名企业家同框。 值得关注的是，真爱美家公告显示探迹远擎支持真爱美家现有业务稳定发展，暂无未来 12 个月内调整主营业务的计划。 | 真爱美家 | 37.29 | 4 3.39 | 今开: 37.29 | 成交量 ...

Core Viewpoint - The control of Zhenai Meijia has changed hands from Zheng Qizhong to Li Zhan, the founder and CEO of the unicorn company, Tanjitech, following a series of transactions involving Tanjitech acquiring a significant stake in Zhenai Meijia [1][5]. Group 1: Control Change Details - Zhenai Meijia's controlling shareholder, Zhenai Group, will transfer approximately 43.19 million shares (29.99% of total shares) to Tanjitech at a price of 27.74 yuan per share, totaling nearly 1.2 billion yuan [3][4]. - Tanjitech will initiate a partial tender offer for an additional 21.6 million shares (15% of total shares) at the same price of 27.74 yuan per share, contingent upon the completion of the share transfer [3][4]. - Zhenai Group will relinquish voting rights and commit to accepting the tender offer for approximately 18.73 million shares (13.01% of total shares) to facilitate the acquisition [4]. Group 2: Governance Changes - Following the completion of the tender offer, Tanjitech is expected to hold a total of 44.99% of Zhenai Meijia's shares and voting rights, while Zhenai Group's stake will decrease to 21.61% [4]. - The agreement stipulates that at least 8 out of 9 current board members must resign or the board must be re-elected, allowing Tanjitech to nominate 5 non-independent directors and 3 independent directors [4]. Group 3: Li Zhan's Background - Li Zhan, the new actual controller of Zhenai Meijia, is well-known in the tech investment circle and has received significant backing from top-tier investors like Alibaba and Sequoia [1][5]. - Tanjitech, founded by Li Zhan in 2016, focuses on intelligent sales SaaS solutions, leveraging AI and big data to enhance sales efficiency [6]. - Tanjitech has served over 10,000 enterprises and generated more than 900 million sales leads, with a valuation exceeding 1 billion USD [6].

Core Viewpoint - The textile company Zhenai Meijia (003041.SZ) is undergoing a significant change in control, with its major shareholder Zhenai Group planning to transfer 29.99% of its shares to Guangzhou Tanjiyuanqing Technology Partnership, marking a strategic shift towards AI and digital productivity [1][4]. Group 1: Share Transfer Details - Zhenai Group intends to transfer 43.1856 million shares at a price of 27.74 CNY per share, totaling 1.198 billion CNY [1]. - Following the transfer, Tanjiyuanqing will hold 29.99% of the shares and voting rights, while Zhenai Group and its concerted parties will retain 21.61% of the voting rights [1]. - Tanjiyuanqing plans to launch an irrevocable partial tender offer for an additional 21.6 million shares at the same price of 27.74 CNY per share [1]. Group 2: Market Reaction and Company Background - After the announcement of the change in control, Zhenai Meijia's stock price hit the daily limit, closing at 33.9 CNY per share, reflecting a 9.99% increase [3]. - Tanjiyuanqing, established on October 24, 2025, is led by Li Zhan, the founder and CEO of Tanjiyuan Technology, which is recognized as a unicorn in the digital productivity sector [3][4]. - Zhenai Meijia, listed in April 2021, specializes in the research, design, production, and sales of home textiles, primarily blankets [4]. Group 3: Financial Performance - For the first nine months of 2025, Zhenai Meijia reported revenues of 727 million CNY, a year-on-year increase of 16.16%, and a net profit of 230 million CNY, up 310.28% [4]. - The net profit after excluding non-recurring gains and losses was 58.8583 million CNY, reflecting a growth of 43.37% [4].