MENDALE(SZ:002397) Xin Lang Cai Jing·2026-01-21 05:30Core Viewpoint - Dream Jie Co., Ltd. (SZ002397) experienced a significant stock price increase, reaching a limit up of 10.12% on January 21, 2026, attributed to improved performance, governance optimization, and new executive appointments [2]. Group 1: Company Performance - The company showed a notable recovery in its operating performance, turning from a loss of 433 million yuan in 2022 to a profit of 22.73 million yuan in 2023, indicating a fundamental turnaround [2]. - The 2024 annual report projected a net profit attributable to shareholders of 26.55 million yuan, representing a year-on-year growth of 18.91% [2]. - The Q3 2025 report indicated a net profit of 25.54 million yuan, with a year-on-year increase of 3.23% [2]. - Operating cash flow improved significantly, reaching 357 million yuan, and inventory value decreased by 88.09 million yuan, a reduction of 14.7% [2]. Group 2: Governance and Management - The company has been continuously optimizing its governance structure, revising multiple management systems and enhancing the setup of specialized committees within the board [2]. - The proportion of independent directors is reasonable, strengthening supervisory functions, and the continuity of management is maintained with Jiang Tianwu continuing as chairman [2]. - A new vice president, Li Jun, was appointed in January 2026, potentially bringing new management ideas and development opportunities [2]. Group 3: Market Performance - On January 21, 2026, the textile and home textile sector experienced capital inflow, with multiple stocks in the sector rising, creating a certain degree of sectoral linkage effect [2]. - Technical indicators showed that the MACD formed a golden cross in mid-January, suggesting a positive short-term trend that attracted investor attention, contributing to the stock's limit up [2].