Core Insights - The stock of Jiangxin Home fell by 3.95% on October 9, with a trading volume of 128 million yuan, indicating market volatility [1] - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 1.681 billion yuan, a year-on-year growth of 39.29%, and a net profit of 432 million yuan, up 51.38% [2] Financing and Margin Trading - On October 9, Jiangxin Home had a net financing purchase of 6.144 million yuan, with a total financing balance of 40.077 million yuan, which is 0.21% of its market capitalization [1] - The company’s margin trading balance is at a high level, exceeding the 80th percentile over the past year [1] Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders decreased by 1.84% to 5,392, while the average number of circulating shares per person increased by 32.44% to 26,796 shares [2] - The company has distributed a total of 628 million yuan in dividends since its A-share listing, with 468 million yuan distributed in the last three years [3] Major Shareholders - Hong Kong Central Clearing Limited is the fourth largest circulating shareholder, increasing its holdings by 935,400 shares to 3.136 million shares [3] - Other significant institutional shareholders have also increased their holdings, indicating growing institutional interest in the company [3]

证券代码：301061 证券简称：匠心家居 公告编号：2024-041 常州匠心独具智能家居股份有限公司 关于调整2023年限制性股票激励计划相关事项及作废部分 已授予尚未归属限制性股票的公告 本公司及监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。 常州匠心独具智能家居股份有限公司（以下简称"公司"）于 2025 年 9 月 29 日（星期一）召开了第二届董事会第二十次会议，审议通过了《关于调整 2023 年限制性股票激励计划相关事项的议案》《关于作废处理 2023 年限制性股票激 励计划部分已授予尚未归属限制性股票的议案》，根据《上市公司股权激励管理 办法》（以下简称"《管理办法》"）《常州匠心独具智能家居股份有限公司 2023 年限制性股票激励计划（草案修订稿）》（以下简称"本次激励计划"或 "《激励计划（草案修订稿）》"）《2023 年限制性股票激励计划实施考核管 理办法（修订稿）》（以下简称"《考核管理办法（修订稿）》"）的相关规定，及公 司 2022 年年度股东大会授权董事会办理本次激励计划相关事宜，上述事项无须 提交公司股东会审议，现将相关事宜公告如下： ...

常州匠心独具智能家居股份有限公司（以下简称"公司"）于 2025 年 9 月 29 日（星期一）召开了第二届董事会第二十次会议，审议通过了《关于 2023 年 限制性股票激励计划第二个归属期归属条件成就的议案》，根据《常州匠心独具 智能家居股份有限公司 2023 年限制性股票激励计划（草案修订稿）》（以下简 称"《激励计划（草案修订稿）》"），董事会认为公司 2023 年限制性股票激 励计划（以下简称"本次激励计划"）第二个归属期归属条件已经成就，根据公 司 2022 年年度股东大会的授权，本次符合归属条件的激励对象共计 96 人，可申 请归属第二类限制性股票数量为 1,185,605 股，占目前公司股本总额的 0.54%， 授予价格为 7.34 元/股。现将相关事宜公告如下： 一、本次股权激励计划简述 证券代码：301061 证券简称：匠心家居 公告编号：2025-042 常州匠心独具智能家居股份有限公司 关于2023年限制性股票激励计划第二个归属期 归属条件成就的公告 本公司及监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。 重要内容提示： 本次激励计划归属数量：1 ...

北京市环球律师事务所 关于 常州匠心独具智能家居股份有限公司 2023 年限制性股票激励计划调整、 归属及作废相关事项 之 法律意见书 北京市环球律师事务所 关于 常州匠心独具智能家居股份有限公司 2023 年限制性股票激励计划调整、 归属及作废相关事项 之 法律意见书 GLO2023BJ（法）字第 0448-5 号 致：常州匠心独具智能家居股份有限公司 北京市环球律师事务所（以下简称"本所"或"环球"）接受常州匠心独具 智能家居股份有限公司（以下简称"匠心家居"或"公司"）的委托，担任公司 2023 年限制性股票激励计划（以下简称"本次激励计划"）的专项法律顾问。 本所经办律师（以下简称"本所律师"）依据《中华人民共和国公司法》（以下 简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、 中国证券监督管理委员会发布的《上市公司股权激励管理办法》（以下简称"《管 理办法》"）、《深圳证券交易所创业板股票上市规则（2025 年修订）》（以 下简称"《上市规则》"）、《深圳证券交易所创业板上市公司自律监管指南第 1 号——业务办理（2025 年修订）》（以下简称"《自律监管指南》"）等有关 ...

常州匠心独具智能家居股份有限公司董事会薪酬与考核委员会 关于公司 2023 年限制性股票激励计划 第二个归属期归属名单的核查意见 2025年9月29日 本次激励计划第二个归属期归属对象名单人员具备《公司法》《证券法》等 相关法律、法规和规范性文件及《公司章程》等规定的任职资格，符合《管理办 法》《深圳证券交易所创业板股票上市规则》等法律法规规定的激励对象条件， 符合《激励计划（草案修订稿）》规定的激励对象范围，作为公司本次激励计划 激励对象的主体资格合法、有效，激励对象获授限制性股票的归属条件已经成就。 综上所述，公司董事会薪酬与考核委员会同意公司为本次激励计划符合条件 的 96 名激励对象办理归属事宜，本事项符合《管理办法》和《激励计划（草案 修订稿）》的相关规定，不存在损害公司及股东利益的情形。 常州匠心独具智能家居股份有限公司 董事会薪酬与考核委员会 常州匠心独具智能家居股份有限公司（以下简称"公司"）董事会薪酬与考 核委员会根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民共 和国证券法》（以下简称"《证券法》"）《上市公司股权激励管理办法》（以下简 称"《管理办法》"）《深圳证券交易所 ...

证券代码：301061 证券简称：匠心家居 公告编号：2025-040 常州匠心独具智能家居股份有限公司 第二届董事会第二十次会议决议公告 本议案已经公司第二届董事会薪酬与考核委员会第六次会议审议通过。公司 聘请的北京市环球律师事务所对该事项出具了法律意见书。 具体内容详见公司于同日在巨潮资讯网（www.cninfo.com.cn）上披露的《关 于调整 2023 年限制性股票激励计划相关事项及作废部分已授予尚未归属限制性 股票的公告》（公告编号：2025-041）。 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、会议召开和出席情况 常州匠心独具智能家居股份有限公司（以下简称"公司"）第二届董事会第 二十次会议于 2025 年 9 月 29 日（星期一）在公司会议室以现场表决结合通讯表 决的方式召开。本次会议通知及会议材料已于 2025 年 9 月 19 日以电子邮件方式 向公司全体董事发出。会议应到董事 9 人，实到 9 人，董事李小勤、徐梅钧、许 红梅以通讯方式参会会议由董事长李小勤女士主持。公司高级管理人员列席了会 议。会议的召集和召开符合《公司法》 ...

Group 1 - The core point of the article is that Jiangxin Home (SZ 301061) announced the adjustment of its 2023 restricted stock incentive plan during its board meeting held on September 29, 2025 [1] - For the first half of 2025, Jiangxin Home's revenue composition shows that the furniture industry accounts for 99.86%, while other businesses contribute only 0.14% [1] - As of the report date, Jiangxin Home has a market capitalization of 19.9 billion yuan [1] Group 2 - The article also highlights a competitive situation in the beverage industry, where Nongfu Spring's new green bottle product has led to a significant decline in market share for Yibao, dropping nearly 5 percentage points [1]

Core Viewpoint - The company, Jiangxin Home, is experiencing a decline in stock price while benefiting from the depreciation of the RMB and its focus on smart home and elderly care products [2][4]. Company Overview - Jiangxin Home, established on May 31, 2002, and listed on September 13, 2021, specializes in the research, design, production, and sales of smart electric sofas and beds, with a revenue composition of 78.76% from smart electric sofas, 12.06% from accessories, and 8.34% from smart electric beds [7]. - As of June 30, 2025, the company reported a revenue of 1.681 billion yuan, a year-on-year increase of 39.29%, and a net profit of 432 million yuan, up 51.38% year-on-year [7]. Financial Performance - The company has a total market capitalization of 19.907 billion yuan, with a trading volume of 134 million yuan and a turnover rate of 1.01% on September 29 [1]. - The company has distributed a total of 628 million yuan in dividends since its A-share listing, with 468 million yuan in the last three years [8]. Market Position and Trends - The company benefits from a high overseas revenue ratio of 99.49%, primarily due to the depreciation of the RMB [2]. - Jiangxin Home is expanding into the elderly care industry with products such as smart beds for rehabilitation and home care [3]. Institutional Holdings - As of June 30, 2025, significant institutional shareholders include Hong Kong Central Clearing Limited and Yongying Rui Xin Mixed A, with notable increases in their holdings [9].

Core Insights - The smart sofa industry is experiencing significant growth driven by rising consumer demand for quality, comfort, and smart features, with the market size expected to reach 7.22 billion yuan in 2024, a year-on-year increase of 10.9% [1][6] - The younger generation is becoming the main consumer force, showing a high acceptance of innovative products and a willingness to pay for smart features [1][6] - The expansion of the home furnishing market, particularly in new home renovations and old home upgrades, provides ample market space for smart sofas [1][6] Industry Overview - Smart sofas, also known as electric sofas, integrate information technology, microelectronics, sensors, and mechanical technology to enhance user experience with features like massage, heating, and personalized adjustments [3] - The industry has evolved through three stages: initial development in the 1980s-90s, rapid growth from 2000-2018, and a current phase of innovation driven by IoT, big data, and AI technologies [3] Market Dynamics - The smart sofa industry is characterized by increasing competition as more companies enter the market, leading to higher R&D investments and innovative product launches [1][6] - The supply chain includes raw material suppliers (leather, microfibers, batteries), manufacturers, and various application fields such as homes, offices, and cinemas [5] Competitive Landscape - Major players in the smart sofa market include established furniture brands like Kuka Home, Mousse, and Qumei, as well as emerging tech companies like Xiaomi and Baidu, which leverage technology to enhance product offerings [8] - Kuka Home reported a revenue of 10.204 billion yuan from its sofa business in 2024, reflecting a year-on-year increase of 9.14% [8][9] Future Trends - The integration of AI and IoT technologies will deepen, allowing smart sofas to monitor user health metrics and adjust settings automatically for optimal comfort [10] - Customization demand is expected to rise as younger consumers seek personalized designs and features, expanding the market beyond traditional living spaces [11] - Companies are increasingly looking to expand into international markets to enhance competitiveness and growth opportunities [12]

Core Viewpoint - The company announced a profit distribution plan for the year 2024, which includes a cash dividend and a stock bonus [1] Group 1: Profit Distribution Plan - The company plans to distribute a cash dividend of 5.00 RMB per 10 shares (including tax) and to issue 3 additional shares for every 10 shares held [1] - The total share capital will be adjusted if there are changes due to convertible bonds, share buybacks, stock incentive plans, or refinancing before the distribution [1] Group 2: Share Capital Changes - Following the implementation of the profit distribution plan, the company's total share capital increased from 167,370,613 shares to 217,581,796 shares [1] - The company held meetings on August 27, 2025, and September 15, 2025, to approve changes to registered capital and related governance documents [1] Group 3: Regulatory Compliance - The company has completed the necessary business registration changes and the filing of the updated articles of association with the local market supervision authority [1] - A new business license was issued by the Changzhou Market Supervision Administration [1]