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].
匠心家居跌0.98%，成交额1.34亿元，今日主力净流入-461.80万