顾家家居股东股份冻结，定增计划获通过，业绩稳健增长

Core Viewpoint - The company has recently faced a shareholder equity freeze while its nearly 2 billion yuan private placement plan has been approved, and its performance in the first three quarters remains strong [1] Group 1: Stock Performance - On February 3, 2026, the company announced that approximately 15.43 million shares held by major shareholder TB Home Limited, accounting for 1.88% of the total share capital, were subject to judicial freeze due to pending legal matters [2] - Another shareholder, Hangzhou Deyejiajun Enterprise Management Co., Ltd., also had all its shares frozen, but these shareholders are not controlling shareholders, and the incident does not affect the company's control or daily operations [2] Group 2: Private Placement - In early December 2025, the company's nearly 2 billion yuan private placement application was approved by the Shanghai Stock Exchange and has entered the "registration submission" phase, with the controlling shareholder, Yingfeng Group, fully subscribing [3] - Upon completion, Yingfeng Group's shareholding will increase from 29.42% to 37.37%, further consolidating its control [3] - The funds raised will be used for projects related to production line automation, marking the first large-scale capital action since Yingfeng Group took over [3] Group 3: Performance and Operations - In the first three quarters of 2025, the company reported revenue of 15.012 billion yuan and a net profit attributable to shareholders of 1.539 billion yuan, representing year-on-year growth of 8.77% and 13.24%, respectively [4] - During the Q3 2025 earnings call, management emphasized a focus on functional and intelligent innovation, as well as advancing the transformation of domestic retail and the globalization of foreign trade strategies [4] - The company expects positive growth in revenue and profit for 2026 [4]