匠心家居（301061.SZ）12月3日在投资者互动平台表示，柬埔寨项目并非对越南产能的替代，而是公司 全球制造体系的战略性补充。公司将在继续发挥越南成熟产能与管理优势的基础上，通过柬埔寨基地进 一步优化成本结构、增强整体竞争力，并提升供应链的多元化与韧性。 上述布局是公司推动全球化发 展、提升长期竞争力的重要举措。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵司为何没考虑在越南扩大生产能力，而跑去柬埔寨 设新厂了？ ...

Group 1: New Consumption - The report emphasizes the continuous exploration of new products, channels, and brand changes within the new consumption sector, highlighting the resilience of leading companies despite market concerns about revenue growth and profit realization in 2026 [8][15][9] - Key sectors include eyewear, with a focus on AI and AR technologies, recommending companies like 康耐特光学 for their innovative approaches [18][30] - The潮玩 (trendy toys) sector is noted for its high growth potential, particularly with brands like 泡泡玛特 and their successful IP strategies [34][38] - The personal care and household cleaning segment is undergoing a transformation, driven by the rise of platforms like 抖音, which enhances brand visibility and sales conversion [54][55] Group 2: Export Chain - The report identifies the light industry export chain as a key area, emphasizing the importance of high pricing power, market diversification, and mature overseas production capabilities [10] - Recommendations include关注匠心家居, 共创草坪, and other companies that demonstrate strong performance in international markets [10] Group 3: Cyclical Opportunities - The report suggests a focus on quality leaders in the cyclical sector, particularly in home textiles and furniture, where companies like 水星家纺 and 欧派家居 are highlighted for their strong market positions [11][11] - The report notes the increasing differentiation within the home goods market, recommending companies that offer value and competitive pricing [11]

Core Viewpoint - The company plans to invest 150.38 million yuan in establishing a smart furniture production base in Cambodia through a wholly-owned subsidiary in Hong Kong, aiming to enhance its global production capacity and competitiveness in the smart furniture market [1][3]. Group 1: Investment Details - The total investment for the Cambodia smart furniture production base project is 150.38 million yuan, with 123.04 million yuan allocated for construction and equipment, and 27.34 million yuan for working capital [1]. - The project will have an annual production capacity of 200,000 smart electric sofas, 100,000 smart electric beds, and 200,000 smart electric sofa accessories upon completion [1]. Group 2: Strategic Objectives - The investment aims to expand overseas production capacity, optimize global industrial layout, and enhance the company's ability to respond to international trade barriers [3]. - The project is expected to better meet the demand for smart furniture products in North America and global markets, thereby improving the company's overall competitiveness and profitability [3].

Core Viewpoint - The company announced plans to invest 150.38 million yuan in establishing a wholly-owned subsidiary for the "Cambodia Smart Furniture Production Base Project" to adapt to current market demands and international political environments [1] Group 1: Investment Details - The company will use part of the raised funds amounting to 150.38 million yuan for the investment [1] - The investment aims to enhance the effectiveness of fund utilization in response to market needs [1] - This investment does not constitute a related party transaction [1] Group 2: Corporate Governance - The proposal was approved during the 22nd meeting of the second board of directors held on November 28, 2025 [1] - The investment plan is subject to approval by the company's shareholders [1]

Group 1 - Jianbang Co., Ltd. plans to repurchase shares using self-owned funds between 15 million and 30 million yuan, with a maximum price of 38 yuan per share [1] - Yatong Precision Engineering's investment in a private equity fund has been terminated due to failure to complete the agreed investment, leading to the fund's dissolution [1] - China Storage Co., Ltd. intends to invest 1.129 billion yuan in the Sanjiang Port project, with its wholly-owned subsidiary contributing 500 million yuan to establish a project company [2] Group 2 - Guangxin Co., Ltd. plans to inject assets worth 4.383 billion yuan into its wholly-owned subsidiary, increasing its registered capital from 10 million to 20 million yuan [3] - Jiangxin Home plans to use up to 3 billion yuan of idle self-owned funds for cash management in low-risk financial products [4] - Huangshan Tourism intends to lease part of the Huangshan scenic area for 1.27 billion yuan over a 10-year period [5] Group 3 - Jilin Expressway's general manager has resigned due to work adjustments [6] - Guoyao Modern's subsidiary has received a drug registration certificate for hydromorphone hydrochloride injection, suitable for pain management [8] - Hangya Technology plans to invest up to 70 million USD to establish subsidiaries in Singapore and Malaysia [10] Group 4 - ST Sailong's subsidiary has received approval for the listing of two chemical raw materials [11] - Shanghai Pharmaceuticals' tramadol hydrochloride injection has passed the consistency evaluation for generic drugs [12] - Yubang Electric has obtained a laboratory accreditation certificate from CNAS, indicating its testing capabilities [14] Group 5 - ST Lifang's stock will be subject to delisting risk warning starting December 1 due to administrative penalties [15] - Zhejiang Longsheng is investing 200 million yuan in a private equity partnership focused on high-potential enterprises [15] - Huayang Co., Ltd.'s subsidiary has obtained safety production permits, allowing it to commence production [16] Group 6 - Xujie Electric has won a bid for a State Grid project worth 1.518 billion yuan [17] - Pinggao Electric and its subsidiaries have collectively won a State Grid project worth approximately 773 million yuan [17] - ST Lanhua's subsidiary has entered the trial production phase for a juice beverage project with a total investment of up to 65 million yuan [18] Group 7 - Huakong Saige has terminated its stock issuance plan due to various considerations [19] - Yatong Co., Ltd. plans to invest 36 million yuan to establish a joint venture in renewable energy [20] - Warner Pharmaceuticals has received a drug registration certificate for a new inhalation solution for COPD patients [21] Group 8 - Demais has raised the upper limit for its share repurchase price to 45 yuan per share [22] - China West Electric's subsidiaries have collectively won a State Grid procurement project worth approximately 2.98 billion yuan [22] - Changan Automobile's joint venture has submitted a listing application to the Hong Kong Stock Exchange [23] Group 9 - Yinlun Co., Ltd. plans to invest approximately 133 million yuan to acquire a controlling stake in Shenzhen Deep Blue Electronics [24] - Zhongfu Information intends to increase its wholly-owned subsidiary's capital by 380 million yuan [24] - Financial Street's major shareholder has reduced its stake by 0.25% [25] Group 10 - Audiwei has formally submitted an application for H-share listing [26] - Zhongcai Technology's private placement application has been accepted by the Shenzhen Stock Exchange [27] - Haowei Group's subsidiary plans to invest 200 million yuan in a private equity fund focused on semiconductor investments [28] Group 11 - Jinkai New Energy is planning to transfer 51% of its subsidiary's equity to introduce strategic investors [31] - Huafeng Technology has reduced its fundraising target for a private placement to no more than 972 million yuan [32] - Mindray Medical's chairman plans to increase his stake in the company by 200 million yuan [33] Group 12 - Zhongman Petroleum's shareholders plan to reduce their holdings by up to 3% [35] - Innovation New Materials' shareholder intends to reduce their stake by up to 1% [37] - Guangdong Construction has signed a framework agreement to establish a quality testing base in Linzhi Economic Development Zone [39]

Group 1 - The company, Jiangxin Home, announced the convening of its second board meeting on November 28, 2025, to discuss the proposal for the second extraordinary general meeting of shareholders in 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 22.7 billion yuan [1]

证券代码：301061 证券简称：匠心家居 公告编号：2025-048 常州匠心独具智能家居股份有限公司 关于使用暂时闲置自有资金进行现金管理的公告 常州匠心独具智能家居股份有限公司（以下简称"公司"或"匠心家居"）于 2025年11月28日（星期五）召开的第二届董事会第二十二次会议，审议通过了《关 于使用暂时闲置自有资金进行现金管理的议案》，同意公司及子公司在不影响正 常经营的情况下，使用额度不超过人民币30亿元的暂时闲置自有资金进行现金管 理，在上述额度内，资金可以滚动循环使用。该议案尚需提交公司股东会审议， 经股东会审议通过之日起12个月之内有效。现将相关事项公告如下： 一、投资概况 1、投资目的：提高自有资金使用效率、合理利用暂时闲置自有资金；在保 证公司日常经营资金需求的前提下，获取一定投资回报。 2、投资金额：公司及子公司拟使用最高额不超过人民币 30 亿元暂时闲置自 有资金进行现金管理，决议有效期内滚动使用。 3、投资方式：公司将按照相关规定严格控制风险，对理财产品进行严格评 估，选择安全性高、流动性好、风险可控的理财产品或信托产品，不会影响公司 正常经营所需资金的使用。购买渠道包括但不限于银行 ...

证券代码：301061 证券简称：匠心家居 公告编号：2025-049 截至 2025 年 6 月 30 日，公司募投项目资金使用情况详见下表： 单位:人民币万元 常州匠心独具智能家居股份有限公司 关于使用部分募集资金新建"柬埔寨智能家具生产基地项目" 暨对外投资逐级设立全资子公司的公告 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。 常州匠心独具智能家居股份有限公司（以下简称"公司"或"匠心家居"） 于 2025 年 11 月 28 日（星期五）召开了第二届董事会第二十二次会议，审议通 过了《关于使用部分募集资金新建"柬埔寨智能家具生产基地项目"暨对外投资 逐级设立全资子公司的议案》，为更好的适应当前市场需求与国际政治环境，发 挥募集资金使用效益，同意公司拟使用募集资金 15,038.05 万元对外投资逐级设 立全资子公司，以投资建设"柬埔寨智能家具生产基地项目"，本次投资事项不 构成关联交易。本议案尚需提交公司股东会审议批准，现将相关事宜公告如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意常州匠心独具智能家居股份有限公司 首次公开发行股票注 ...

证券代码：301061 证券简称：匠心家居 公告编号：2025-047 常州匠心独具智能家居股份有限公司 关于使用暂时闲置募集资金进行现金管理的公告 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。 常州匠心独具智能家居股份有限公司（以下简称"公司"或"匠心家居"）于 2025年11月28日（星期五）召开了第二届董事会第二十二次会议，审议通过了《关 于使用暂时闲置募集资金进行现金管理的议案》，同意公司拟使用总额度不超过 人民币11.5亿元的暂时闲置募集资金进行现金管理，用于购买保本型投资产品、 结构性存款和大额存单以及其他安全性高、流动性好、有保本约定、不影响募集 资金投资计划正常进行的投资产品。同时，授权公司管理层在上述额度和期限范 围内行使相关投资决策权并签署相关文件，具体事项由公司财务部负责组织实施。 该议案无需提交公司股东会审议，募集资金理财使用额度及授权的有效期自董事 会审议通过之日起12个月内可以滚动使用。现将具体情况公告如下： 一、募集资金基本情况 经中国证券监督管理委员会证监许可〔2021〕2591 号文核准，并经深圳证 券交易所同意，本公司由主 ...

证券代码：301061 证券简称：匠心家居 公告编号：2025-051 基于上述情况，公司拟变更注册资本并修订《公司章程》，并授权经营层或 其指定专人办理相关工商变更登记手续。 二、《公司章程》具体修订情况 结合公司此次变更注册资本情况，拟对《公司章程》的部分条款进行修订， 具体修订内容对照如下： | 序号 | 修订前 | | 修订后 | | | --- | --- | --- | --- | --- | | 1 | 第六条公司注册资本为人民币 | 第六条 21,758.1796 万元。 元。 | 公司注册资本为人民币 | 21,876.7401 万 | | | 第二十一条公司股份总数为 | 21,758.1796 | 万股，全 | 第二十一条 | 公司股份总数为21,876.7401 万股， | | --- | --- | --- | --- | --- | --- | | 2 | 部为普通股。 | | | 全部为普通股。 | | 常州匠心独具智能家居股份有限公司 关于变更注册资本及修订《公司章程》的公告 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。 常州 ...