Core Viewpoint - The China Securities 1000 Growth ETF (562520) opened at a decline of 0.23%, indicating a slight downturn in the market performance of this fund [1] Group 1: ETF Performance - The China Securities 1000 Growth ETF (562520) opened at 1.285 yuan [1] - Since its establishment on March 8, 2022, the fund has achieved a return of 28.88% [1] - The fund's performance over the past month has been a return of 0.66% [1] Group 2: Top Holdings Performance - Major holdings in the ETF include: - Daotong Technology: down 0.63% [1] - Huatu Shanding: up 0.01% [1] - Tiande Yu: down 0.23% [1] - Lexin Technology: down 0.55% [1] - Hongsoft Technology: down 0.57% [1] - Taicheng Light: down 0.30% [1] - Lante Optical: up 0.03% [1] - Craft Home: up 0.52% [1] - Dahao Technology: down 0.25% [1] - Huabao New Energy: down 0.03% [1] Group 3: Fund Management - The fund is managed by Huaxia Fund Management Co., Ltd. [1] - The fund manager is Zhang Jinzhi [1] - The performance benchmark for the ETF is the China Securities Intelligent Selection 1000 Growth Innovation Strategy Index [1]

证券代码：301061 证券简称：匠心家居 公告编号：2025-043 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 归属结果暨股份上市的公告 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： 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》，近日，公司办理了 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 股份的登记工作。现将相关事宜公告如下： 一、本次股权激励计划简述 2024 年 9 月 13 日公司召开 2024 年第二次临时股东大会，审议通过了《关 于 2023 年限制性股票激励计划（草案修订稿）及其摘要的议案》等相关议案， 公司 2023 年限制性股票激励计划的主要内容如下： （一）本次激励计划采取的激励工具为限制性股票（第二类限制性股票）， 本次归属股票上市流通日：2025 年 10 月 21 日 本次归属股票数 ...

Core Points - The China Securities 1000 Growth ETF (562520) opened down 1.92% at 1.275 yuan [1] - The ETF's performance benchmark is the China Securities Selected 1000 Growth Innovation Strategy Index return [1] - The fund manager is Huaxia Fund Management Co., Ltd., and the fund manager is Zhang Jinzhi [1] Performance Summary - Since its establishment on March 8, 2022, the ETF has returned 30.03% [1] - The ETF has achieved a return of 2.14% over the past month [1] Top Holdings Performance - Daotong Technology opened up 2.77% [1] - Huatu Shanding increased by 1.03% [1] - Tiande Yu fell by 0.67% [1] - Lexin Technology decreased by 0.67% [1] - Hongsoft Technology dropped by 0.19% [1] - Taicheng Light fell by 0.64% [1] - Bluelight Optical rose by 0.61% [1] - Craft Home decreased by 0.42% [1] - Dahao Technology increased by 0.12% [1] - Huabao New Energy fell by 0.47% [1]

Investment Rating - The report maintains a positive outlook on the light industry and paper sector for Q3 2025, indicating a favorable investment rating [1]. Core Insights - The globalization of supply chains is accelerating changes in the packaging landscape, with leading companies increasing their market share and improving profitability [2]. - Q3 2025 is expected to see a divergence in performance among companies, influenced by supply chain advantages and growth potential [2]. - The report highlights specific companies with projected revenue and profit growth, indicating a robust performance in certain segments despite challenges in others [5][6]. Summary by Sections Packaging and Printing - Companies like Yutong Technology and Baosteel Packaging are expected to see slight revenue growth, while others like Meiyingsen may face revenue pressure but maintain profit growth [2][3]. - The overall packaging sector is benefiting from the global supply chain shift, with many companies reporting stable or improving profit margins [2][3]. Export Sector - Companies such as Jiangxin Home and Qianjiang Motorcycle are projected to experience significant revenue growth, with estimates of over 30% for Q3 2025 [6][7]. - The report notes that the export sector is showing resilience, with several companies adapting well to changing market conditions [6][7]. Two-Wheel and Motorcycle Sector - Companies like Aima Technology and Spring Wind Power are expected to report revenue growth of over 10% in Q3 2025, driven by seasonal demand and market adjustments [10][11]. - The sector is experiencing a mix of growth and challenges, with some companies facing declines due to regulatory changes [10][11]. Home Furnishing Sector - The report indicates that companies like Oppein Home and Kuka Home are facing revenue declines, while others like Joy Home are expected to show resilience with slight growth [12][14]. - The home furnishing market is under pressure from policy changes, but some segments are performing better than others [12][14]. Light Consumer Goods - Companies such as Dongkang Oral and Jeya are projected to see significant revenue and profit growth, with estimates indicating over 60% growth for Jeya in Q3 2025 [13][16]. - The light consumer goods sector is showing a positive trend, with several companies benefiting from strong demand and effective marketing strategies [13][16]. Paper Industry - The report anticipates a mixed performance in the paper sector, with some companies like Sun Paper expected to see profit declines due to price pressures, while others may experience stability [18][19]. - The paper industry is facing challenges from raw material price fluctuations, but certain segments are expected to maintain profitability [18][19].

Core Insights - The home goods sector experienced a rise of 0.73% on October 10, with Del Future leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Del Future (002631) closed at 5.79, up 10.08% with a trading volume of 465,700 shares and a transaction value of 263 million yuan [1] - Seagull Home (002084) closed at 4.42, up 9.95% with a trading volume of 545,300 shares and a transaction value of 239 million yuan [1] - Filinger (603226) closed at 43.06, up 6.24% with a trading volume of 89,500 shares and a transaction value of 374 million yuan [1] - Other notable performers include Hango Group (001221) up 5.34% and Meike Home (600337) up 4.85% [1] Capital Flow - The home goods sector saw a net inflow of 4.64 million yuan from institutional investors, while retail investors contributed a net inflow of 57.18 million yuan [2] - However, there was a net outflow of 61.82 million yuan from speculative funds [2] Individual Stock Capital Flow - Del Future had a net inflow of 87.64 million yuan from institutional investors, while it faced a net outflow of 48.02 million yuan from speculative funds [3] - Meike Home experienced a net inflow of 48.84 million yuan from institutional investors, with a net outflow of 16.72 million yuan from speculative funds [3] - Good Housewife (603848) saw a net inflow of 30.46 million yuan from institutional investors, with a net outflow of 13.62 million yuan from speculative funds [3]

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 ...