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慕思股份前三季度实现营收37.61亿元 加速出海布局推动AI变革

Core Insights - Mousse Health Sleep Co., Ltd. reported a revenue of 1.284 billion yuan for Q3 2025, a year-on-year increase of 2.79%, while the revenue for the first three quarters was 3.761 billion yuan, reflecting a year-on-year decline of 3.01%. The net profit attributable to shareholders for the same period was 466 million yuan, down 10.61% year-on-year [1] Group 1: Strategic Focus - The company is focusing on three strategic pillars: enhancing health sleep, deepening AI capabilities, and global brand development [1] - Mousse has implemented a comprehensive brand activity matrix throughout the year, including initiatives like "321 World Sleep Day" and "618 World Dust Mite Day" to strengthen its brand positioning and user engagement [1] Group 2: Technological Advancements - The company introduced the AutoFit adaptive technology, which utilizes sleep data collection, processing, analysis, and decision-making to create a comprehensive ecosystem covering sleep monitoring, intelligent adjustment, and health management [1] - At the "Deep AI Sleep New Revolution" global product launch, Mousse unveiled the AI mattress T11+ featuring the "Mousse Tide Algorithm 2.0," integrating perception, decision-making, and evolution into a new smart mattress format [2] Group 3: International Expansion - Mousse is significantly increasing its overseas investment, having acquired a well-known Singaporean home brand and its production base in Indonesia, establishing a localized professional team for market operations and brand management [2] - The company signed strategic cooperation agreements with leading enterprises in Vietnam, Malaysia, Indonesia, and Saudi Arabia in 2025 to accelerate its global network expansion, demonstrating a strong commitment to overseas market development [2]