平台减持股份的预披露公告 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：301336 证券简称：趣睡科技 公告编号：2025-039 成都趣睡科技股份有限公司 关于控股股东、实际控制人之一致行动人及首发前员工持股 公司控股股东、实际控制人之一致行动人陈亚强、徐晓斌及首发前员工持股平 台宁波梅山保税港区趣同趣投资管理合伙企业（有限合伙）保证向公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 特别提示： 1、成都趣睡科技股份有限公司（以下简称"公司"）控股股东、实际控制 人之一致行动人陈亚强先生目前持有公司股份631,777股，占公司总股本比例 1.58%。现陈亚强先生计划自本减持计划公告之日起15个交易日之后的3个月内 （2025年10月15日至2026年1月14日）以集中竞价交易和/或大宗交易方式合计减 持公司股份不超过396,800股,占公司总股本比例不超过0.99%（占公司剔除回购 股份后的总股本不超过1.00%）。 公司控股股东、实际控制人之一致行动人徐晓斌先生目前持有公司股份 164,595股，占公司总股本比例0.41%。现徐晓斌先生计划自本减 ...

中国国际金融股份有限公司 关于成都趣睡科技股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐机构名称：中国国际金融股份有限公司 | 被保荐公司简称：趣睡科技（301336） | | --- | --- | | 保荐代表人姓名：赵言 | 联系电话：010-65051166 | | 保荐代表人姓名：尚林争 | 联系电话：010-65051166 | 一、 保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1、公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0次 | | 2、督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括但不 限于防止关联方占用公司资源的制度、募集资金 | 是 | | 管理制度、内控制度、内部审计制度、关联交易 | | | 制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3、募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 每月1次，共6次 | | （2）公司募集资金项目进展是否与信息披露文件 | 是 ...

Group 1 - Lei Jun, through Xiaomi Group and Shunwei Capital, has built a complex capital landscape, frequently reducing holdings while betting on new opportunities [2][3] - Shunwei Capital plans to reduce its stake in Longqi Technology by up to 19.19 million shares, accounting for 4.09% of the total share capital, due to the shareholder's funding needs [2][11] - In the past year, Shunwei Capital has frequently reduced its stakes in several companies, including QuSleep Technology, Nanchip Technology, and Stone Technology [2][11] Group 2 - Longqi Technology, primarily engaged in smart product R&D and manufacturing, has seen significant investment from Shunwei and Tianjin Jinmi, both controlled by Lei Jun [4][8] - The partnership between Longqi Technology and Xiaomi has evolved from independent design to original design manufacturing (ODM), making Xiaomi a key customer [11][12] - Longqi Technology's revenue heavily relies on smartphone OEM business, which constituted 77.9% of its revenue in 2024, but with a low gross margin of 4.92% [14][12] Group 3 - Shunwei Capital has invested in various sectors, focusing on advanced manufacturing, e-commerce, and artificial intelligence, with over 60% of its investments in these areas [30][25] - The firm has participated in 837 investment rounds, with a preference for early-stage investments, particularly in advanced manufacturing and AI [25][27] - The investment strategy emphasizes balancing high risks with high returns, leveraging Xiaomi's ecosystem for strategic support [34][25]

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of QuSleep Technology, indicating a positive trend in both stock price and financing activities [1][2]. - On September 1, QuSleep Technology's stock increased by 1.03%, with a trading volume of 73.91 million yuan. The net financing purchase for the day was 2.06 million yuan, with a total financing balance of 109 million yuan, representing 4.70% of the circulating market value [1]. - The company has a high financing balance, exceeding the 80th percentile of the past year, indicating strong investor interest [1]. Group 2 - QuSleep Technology, established on October 22, 2014, and listed on August 12, 2022, specializes in the research, design, production, and sales of high-quality, easy-to-install furniture and home textile products [2]. - The revenue composition of QuSleep Technology includes mattress products (33.43%), bedding and blanket products (27.38%), pillow products (17.61%), bed products (13.04%), sofa products (4.36%), peripheral living products (2.69%), and other furniture products (1.47%) [2]. - For the first half of 2025, QuSleep Technology reported a revenue of 146 million yuan, a year-on-year increase of 15.82%, and a net profit attributable to shareholders of 16.78 million yuan, up 19.43% year-on-year [2]. Group 3 - Since its A-share listing, QuSleep Technology has distributed a total of 25.72 million yuan in dividends [3]. - As of June 30, 2025, the top ten circulating shareholders include a new entrant, Nuoan Multi-Strategy Mixed A, holding 184,400 shares, while Guangfa Technology Innovation Mixed A has exited the top ten list [3].

Core Viewpoint - 趣睡科技 (301336) reported a solid performance in its 2025 mid-year financial results, with notable increases in revenue and net profit, although it faces challenges with high accounts receivable [1][2]. Financial Performance - The total revenue for the reporting period reached 146 million yuan, a year-on-year increase of 15.82% [1]. - The net profit attributable to shareholders was 16.78 million yuan, up 19.43% year-on-year [1]. - In Q2, total revenue was 70.42 million yuan, reflecting a 6.81% increase year-on-year [1]. - Q2 net profit attributable to shareholders was 7.21 million yuan, a 13.68% increase year-on-year [1]. - Gross margin stood at 24.58%, down 5.86% year-on-year, while net margin improved to 11.53%, up 3.12% year-on-year [1]. - Total selling, administrative, and financial expenses amounted to 18.99 million yuan, accounting for 13.05% of revenue, a decrease of 13.79% year-on-year [1]. - Earnings per share were 0.42 yuan, reflecting a 20.0% increase year-on-year [1]. Accounts Receivable - The company has a significant accounts receivable issue, with accounts receivable amounting to 118.76% of the latest annual net profit [1][3]. Return on Investment - The company's return on invested capital (ROIC) was 2.4% last year, indicating weak capital returns [2]. - The historical median ROIC since the company went public is 16.55%, with the lowest ROIC recorded in 2023 at 1.85% [2]. Debt Servicing Ability - The company maintains a healthy cash asset position, indicating good debt servicing capability [2]. Business Model - The company's performance is primarily driven by marketing efforts, necessitating a deeper analysis of the underlying factors behind this drive [2].

Group 1 - The home goods sector increased by 0.07% on August 28, with Longzhu Technology leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] - Longzhu Technology's stock price rose by 11.56% to 14.57, with a trading volume of 127,500 shares and a transaction value of 178 million yuan [1] Group 2 - The home goods sector saw a net outflow of 79.73 million yuan from main funds, while retail investors contributed a net inflow of 147 million yuan [2] - The stock prices of several companies in the home goods sector experienced declines, with Yuma Technology falling by 6.36% to 16.48 and Tianan New Materials down by 4.90% to 10.49 [2] - The trading volume and transaction values for various companies in the sector varied, with notable declines in stocks like ST Yazhen and Zhang Xiaoqin [2]

Core Insights - Chengdu Qusleep Technology Co., Ltd. reported a revenue of 146 million yuan in the first half of 2025, representing a year-on-year growth of 15.82% [1] - The net profit attributable to shareholders reached 16.78 million yuan, up 19.43% year-on-year, while the net profit excluding non-recurring items was 12.42 million yuan, showing a significant increase of 50.38% [1] Group 1 - Qusleep Technology focuses on innovative home products under its own brand, specializing in the research, design, production, and sales of high-quality, easy-to-install furniture and home textiles [1] - As a strategic partner in the sleep sector of Xiaomi's ecosystem, Qusleep Technology is enhancing its collaboration with Xiaomi's AI+ strategy, emphasizing sleep health scenarios and the integration of generative AI in smart home applications [2] - The company has launched several smart products aimed at improving sleep comfort and convenience, with strong market responses for products like smart music electric beds and smart bedside tables [2] Group 2 - The company experienced revenue and net profit growth despite market delays in consumer demand due to management expectations and policy adjustments, showcasing its strong product capabilities and management skills [2] - Looking ahead, Qusleep Technology plans to create a comprehensive smart interactive environment covering all sleep scenarios, aiming to increase the penetration rate of smart products and drive new growth in performance [3] - The company is also pursuing a global market expansion strategy, focusing on key markets in Europe, Southeast Asia, and Japan, leveraging its advantages in smart products and technology [3]

Core Insights - Company reported a revenue of 146 million with a year-on-year growth of 15.82% and a net profit attributable to shareholders of 16.78 million, reflecting a growth of 19.43% [1] - The net profit excluding non-recurring gains and losses reached 12.42 million, showing a significant increase of 50.38% year-on-year, indicating strong product capability and management efficiency [1] Business Performance - The company specializes in the research, design, production, and sales of high-quality, easy-to-install furniture and home textile products [1] - Successful transformation towards product intelligence and deepened strategic cooperation with Xiaomi in the sleep sector contributed to the revenue and profit growth [1] Strategic Initiatives - The company aims to solidify its position as a strategic partner in Xiaomi's sleep ecosystem and enhance collaboration under the "AI+" strategy [2] - Plans to expand its global market presence, focusing on key markets in Europe, Southeast Asia, and Japan, leveraging its strengths in smart products and technology [2] - Core product categories for overseas expansion include smart heating blankets and electric blankets [2]

Group 1 - The core viewpoint of the articles highlights that Qusleep Technology (301336.SZ) reported a strong performance in the first half of 2025, with revenue of 146 million yuan, a year-on-year increase of 15.82%, and a net profit attributable to shareholders of 16.78 million yuan, up 19.43% [1][2] - The company achieved a significant increase in net profit excluding non-recurring gains and losses, which reached 12.42 million yuan, reflecting a 50.38% year-on-year growth, showcasing strong product and management capabilities [1][2] - Qusleep Technology is deepening its strategic partnership with Xiaomi in the sleep health sector, focusing on the integration of generative AI in smart home applications, and has launched several successful smart products that enhance sleep comfort and convenience [1][2] Group 2 - The company anticipates a positive sales performance in the second half of 2025 due to the release of subsidy details and the reopening of green consumption channels, which are expected to release previously pent-up consumer demand [2] - Qusleep Technology plans to expand its global market strategy, targeting key markets in Europe, Southeast Asia, and Japan, leveraging its strengths in smart products and technology, particularly in categories like smart heating blankets [2]

公司2025年1-6月冲回信用减值损失292.62万元，详细如下表：（下表中损失 以"-"列示） 证券代码：301336 证券简称：趣睡科技 公告编号：2025-038 成都趣睡科技股份有限公司 关于 2025 年半年度计提及冲回信用减值损失的公告 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。 成都趣睡科技股份有限公司（以下简称"公司"）于2025年8月27日召开第二 届董事会第十九次会议，审议通过了《关于2025年半年度计提及冲回信用减值损 失的公告》，现将相关情况公告如下： 一、本次计提及冲回信用减值损失情况概述 （一）本次计提及冲回信用减值损失的原因 根据《深圳证券交易所上市公司自律监管指引第2号——创业板上市公司规 范运作》《企业会计准则第8号——资产减值》以及公司会计政策相关规定，为 了更加客观公正地反映公司当期的财务状况和资产状况，基于谨慎性原则，结合 公司的实际情况，公司对合并报表范围内截至2025年6月30日对有关资产进行了 审慎分析和评估，按照本公司相关会计政策对相关资产进行了减值测试并计提了 相应的信用减值损失和资产减值损失。 （二）本次 ...