常州匠心独具智能家居股份有限公司 2025 年半年度报告全文 1 常州匠心独具智能家居股份有限公司 2025 年半年度报告全文 1 常州匠心独具智能家居股份有限公司 2025 年半年度报告全文 同一时期，中国家具及其零部件的出口额累计达到329.02亿美元，同比下降 6.80%，和 2025 年 1-3 月 8.00%的降幅相比，降幅收窄了 1.20%。 据国家统计局于 2025 年 7 月 27 日发布的报告，2025 年 1-6 月，全国规模以 上工业企业实现利润总额 34,365.00 亿元，同比下降 1.80%；相比 2025 年 1-3 月 0.80%的增幅，回落了 2.60%。其中，家具制造业实现营业收入 3,023.90 亿元， 同比下降 4.59%，相比 2025 年 1-3 月 2.20%的降幅，降幅扩大了 2.39%；实现利 润总额 106.40 亿元，同比下降 23.10%，相比 2025 年 1-3 月 40.10%的降幅，降幅 收窄了 17%。 这些数据表明：外部挑战加剧，中美贸易显著放缓，制造业利润整体回落、 盈利承压。行业分化明显，家具出口优于整体出口，利润降幅收窄，显示行业 正 ...

分红方面，匠心家居A股上市后累计派现5.19亿元。近三年，累计派现4.23亿元。 机构持仓方面，截止2025年3月31日，匠心家居十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股220.06万股，相比上期减少202.08万股。中欧时代先锋股票A（001938）位居第六大流通 股东，持股220.01万股，相比上期减少9.99万股。永赢睿信混合A（019431）位居第七大流通股东，持 股183.59万股，为新进股东。永赢稳健增强债券A（014088）位居第八大流通股东，持股152.60万股， 为新进股东。东方红睿泽三年持有混合A（501054）位居第九大流通股东，持股132.85万股，为新进股 东。融通中国风1号灵活配置混合A/B（001852）位居第十大流通股东，持股91.75万股，为新进股东。 易方达价值精选混合（110009）、宝盈核心优势混合A（213006）、博时凤凰领航混合A（013450）、 永赢消费主题A（006252）、宝盈新兴产业混合A（001128）、汇添富消费行业混合（000083）、大成 景阳领先混合A（519019）退出十大流通股东之列。 责任编辑：小浪快报 融券方面，匠 ...

Group 1 - The core viewpoint of the news is that Jiangxin Home experienced a significant drop in stock price, falling by 8.02% to 107.96 CNY per share, with a total market capitalization of 23.49 billion CNY [1] - Jiangxin Home, established on May 31, 2002, specializes in the research, design, production, and sales of smart electric sofas and beds, with revenue composition being 76.73% from smart electric sofas, 13.56% from smart electric beds, 8.84% from accessories, and 0.86% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Galaxy Fund has a significant position in Jiangxin Home, with Galaxy Beautiful Mixed A (519664) holding 117,600 shares, accounting for 4.17% of the fund's net value, ranking as the seventh largest holding [2] - The fund Galaxy Beautiful Mixed A (519664) has a total size of 169 million CNY and has achieved a year-to-date return of 17.93%, ranking 3835 out of 8259 in its category [2] Group 3 - The fund managers of Galaxy Beautiful Mixed A are Wang Haihua and Yang Qi, with Wang having a tenure of 11 years and 268 days and a total fund size of 22.9 million CNY, achieving a best return of 113.76% during his tenure [3] - Yang Qi has a tenure of 8 years and 233 days with a total fund size of 52 million CNY, achieving a best return of 66.76% during his tenure [3]

证券之星消息，8月20日家居用品板块较上一交易日上涨1.47%，匠心家居领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。家居用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301061 | 匠心家居 | 119.19 | 9.11% | 1.29万 | 1.45亿 | | 603021 | ST生服 | 4.47 | 4.93% | 5.77万 | 2547.29万 | | 603268 | *ST松发 | 59.30 | 4.59% | 2.73万 | 1.60亿 | | 603226 | 菲林格尔 | 22.89 | 4.43% | 7.73万 | 1.75亿 | | 002798 | 帝欧家居 | 7.29 | 4.14% | 37.73万 | 2.75亿 | | 301501 | 恒鑫生活 | 56.82 | 3.22% | 4.03万 | 2.25亿 | | 301055 | 张小泉 | 21.26 | ...

Company Performance - The stock price of Jiangxin Home has reached a historical high, with a recent increase of 5.42%, currently priced at 115.16 yuan, and a total market capitalization of 250.57 billion yuan [2] - In the first quarter, the company achieved a revenue of 773 million yuan, representing a year-on-year growth of 38.16%, and a net profit of 194 million yuan, with a year-on-year increase of 60.41% [2] - The basic earnings per share are reported at 1.1600 yuan, with a weighted average return on equity of 5.28% [2] Industry Overview - The light industry manufacturing sector has shown an overall increase of 0.93%, with 106 stocks rising, including Jiahe Technology, Qunxing Toys, and Chuangyuan Co., with respective increases of 28.09%, 9.95%, and 5.87% [2] - Conversely, 46 stocks in the sector have declined, with Aili Home, Jialian Technology, and Yinglian Co. showing declines of 10.02%, 4.26%, and 3.01% respectively [2] Financing Data - As of August 19, the margin balance for Jiangxin Home is reported at 33.84 million yuan, with a financing balance of 33.23 million yuan, reflecting a decrease of 11.31 million yuan over the past 10 days, a decline of 25.40% [2] Future Outlook - The company has released a half-year performance forecast, expecting a net profit between 410 million yuan and 460 million yuan, indicating a year-on-year change of 43.70% to 61.23% [3]

Group 1 - The home goods sector increased by 0.58% on August 19, with Diou Home leading the gains [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] - Diou Home's stock price rose by 8.19% to 7.00, with a trading volume of 333,000 shares and a transaction value of 227 million [1] Group 2 - The home goods sector experienced a net outflow of 208 million from institutional funds, while retail investors saw a net inflow of 272 million [2] - The top losers in the home goods sector included Aigang Home, which fell by 9.97% to 15.17, with a trading volume of 424,100 shares and a transaction value of 673 million [2] - The trading data indicates that retail investors were more active, as they contributed to the net inflow despite the overall sector's decline [2][3] Group 3 - Major stocks like Xidamen and Songgu Technology saw significant gains, with Xidamen increasing by 7.68% to 14.59 and Songgu Technology rising by 6.92% to 29.06 [1] - The data shows a mixed performance among home goods stocks, with some experiencing substantial gains while others faced declines [2][3] - The overall market sentiment appears cautious, reflected in the net outflows from institutional and speculative funds [2][3]

证券之星消息，8月15日家居用品板块较上一交易日上涨0.68%，爱丽家居领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。家居用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 603221 | 爱丽家居 | 15.32 | 9.98% | | 4.43万 | 6779.99万 | | 301227 | 森鹰窗业 | 36.67 | 8.33% | | 6.42万 | 2.33亿 | | 301061 | 匠心家居 | 109.34 | 5.65% | | ● 1.59万 | 1.72亿 | | 002918 | 蒙娜丽莎 | 10.80 | 5.47% | 1 | 37.16万 | 4.02亿 | | 603021 | ST华鹏 | 3.87 | 4.88% | | 6.54万 | 2516.01万 | | 920445 | 龙竹科技 | 11.23 | 4.66% | | 4.69万 | 5218.0 ...

匠心家居股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有10个交易日股价刷新历史 纪录。截至09:52，该股目前上涨3.92%，股价报107.55元，成交37.31万股，成交金额3941.02万元，换 手率0.26%，该股最新A股总市值达234.01亿元，该股A股流通市值155.39亿元。 证券时报·数据宝统计显示，匠心家居所属的轻工制造行业，目前整体涨幅为0.68%，行业内，目前股价 上涨的有124只，涨停的有爱丽家居、康欣新材等3只。股价下跌的有36只，跌幅居前的有好太太、中源 家居、顺灏股份等，跌幅分别为4.41%、4.29%、3.38%。 两融数据显示，该股最新（8月14日）两融余额为3076.82万元，其中，融资余额为3015.76万元，近10日 减少999.55万元，环比下降24.89%。 （文章来源：证券时报网） 公司发布的一季报数据显示，一季度公司共实现营业收入7.73亿元，同比增长38.16%，实现净利润1.94 亿元，同比增长60.41%，基本每股收益为1.1600元，加权平均净资产收益率5.28%。 7月14日公司发布上半年业绩预告，预计实现净利润4.10亿元至4.60亿元， ...

Market Performance - The home goods sector increased by 0.5% on August 12, with Qisheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Top Gainers - Qisheng Technology (603610) closed at 14.40, up 10.01% with a trading volume of 513,300 shares and a transaction value of 724 million [1] - Jiangxin Home (301061) closed at 104.00, up 4.93% with a trading volume of 16,600 shares and a transaction value of 171 million [1] - Tianan New Materials (603725) closed at 10.79, up 4.76% with a trading volume of 233,700 shares and a transaction value of 252 million [1] Notable Decliners - Meng Tian Home (603216) closed at 14.22, down 4.37% with a trading volume of 202,800 shares and a transaction value of 300 million [2] - Yuma Technology (300993) closed at 18.39, down 3.67% with a trading volume of 352,600 shares and a transaction value of 653 million [2] - Songyun Technology (603992) closed at 29.11, down 2.54% with a trading volume of 101,000 shares and a transaction value of 293 million [2] Capital Flow - The home goods sector saw a net inflow of 2.9085 million from institutional investors, while retail investors experienced a net outflow of 5.96732 million [2] - Speculative funds had a net inflow of 56.7647 million into the sector [2]

Core Viewpoint - The company, Jiangxin Home, is experiencing growth driven by its focus on smart home products and its significant overseas revenue, particularly benefiting from the depreciation of the RMB [2][7]. Group 1: Company Overview - Jiangxin Home specializes in the research, design, production, and sales of smart electric sofas and beds, with its main products including single chairs, combination sofas, mechanisms, motors, and control devices [2][7]. - The company has a strong presence in the overseas market, with 99.49% of its revenue coming from international sales, which is positively impacted by the depreciation of the RMB [2]. - As of March 31, 2025, Jiangxin Home reported a revenue of 773 million yuan, representing a year-on-year growth of 38.16%, and a net profit of 194 million yuan, up 60.41% year-on-year [7]. Group 2: Product and Market Expansion - The company is entering the health and wellness industry with products such as smart beds for rehabilitation and home care [3]. - Jiangxin Home has established a production base in Vietnam, focusing on localized operations and has developed complete independent manufacturing capabilities [3]. Group 3: Financial Performance and Shareholder Information - The company has distributed a total of 519 million yuan in dividends since its A-share listing, with 423 million yuan distributed over the past three years [8]. - As of March 31, 2025, the number of shareholders increased by 0.90% to 5,493, with an average of 20,233 circulating shares per person, an increase of 160.31% [7][9].