我乐家居2025年业绩预增超40%，股价短期波动

Core Viewpoint - The company, Iola Home, forecasts a significant increase in net profit for 2025, driven by its high-end strategy and channel optimization, despite recent stock price volatility and net outflow of main funds [1][2]. Financial Performance - The company expects its net profit attributable to shareholders for 2025 to be between 171 million yuan and 190 million yuan, representing a year-on-year growth of 40.78% to 56.42%. The non-recurring net profit is projected to be between 150 million yuan and 170 million yuan, with a growth of 72.73% to 95.76% [2]. Stock Performance - As of February 12, 2026, Iola Home's stock price was 10.06 yuan per share, down 2.04% for the day, with a trading volume of 34.6853 million yuan. Year-to-date, the stock has increased by 13.03%, but it has seen a decline of 1.37% over the last five trading days, indicating short-term market sentiment fluctuations [3]. Shareholder Information - As of September 30, 2025, the number of shareholders was 11,900, a decrease of 3.74% from the previous period. In terms of institutional holdings, Guangfa Multi-Factor Mixed Fund has become the fourth-largest circulating shareholder, holding 3.3178 million shares, which may affect stock liquidity [4]. Industry Policy and Environment - Analysts indicate that the reintroduction of national subsidy policies in the fourth quarter of 2025, such as the home appliance trade-in program, signals marginal improvement for the industry. The effects of these policies may continue to influence the company's performance recovery pace in 2026 [5].