定制阳台柜的定制流程通常包括几个步骤。第一步是测量尺寸。专业人员会上门测量阳台的详细尺寸， 包括墙面、地面及天花板的高度和宽度。第二步是设计方案。根据测量数据和用户需求，设计出初步的 柜体结构图和效果图。第三步是确认方案。用户与设计师沟通，调整细节并最终确定设计。第四步是生 产制作。工厂根据确认的图纸进行生产，通常需要一定的时间。第五步是安装验收。安装人员上门安装 柜体，用户检查无误后完成验收。 内容概要：随着全屋定制的不断发展，阳台这一被消费者长期重视却常被产业忽视的空间，正逐渐展现 出其不可忽视的价值。阳台作为家居中不可或缺的一部分，其空间的合理利用对于提升生活品质至关重 要。定制阳台柜作为一种解决方案，不仅是全屋定制从核心空间向细分场景延伸的关键布局，更成为激 活阳台多元功能、适配现代家居需求的核心载体。近年来，中国定制阳台柜行业市场规模呈现快速增长 趋势，2025年行业市场规模从2019年的99.7亿元增长至126.5亿元。这一增长主要得益于城市化加速和居 民生活水平提高，同时，年轻一代消费群体的崛起，将阳台从传统的晾晒空间，逐渐演变为集生活、休 闲与娱乐一体的整合空间，进一步刺激了市场扩容。此外，旧 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 截至本公告披露日，TB Home Limited（以下简称"TB Home"）持有顾家家居股份有限公司（以下简 称"公司"或"本公司"）41,176,766股股票，占本公司总股本的5.01%；TB Home所持本公司股份累计被冻 结（含轮候冻结）和司法标记41,176,766股，占其所持有本公司股数的100%，占本公司总股本的 5.01%。杭州德烨嘉俊企业管理有限公司（由顾家集团有限公司变更名称而来，以下简称"德烨嘉俊"） 持有本公司88,471,483股股票，占本公司总股本的10.77%；德烨嘉俊所持本公司股份累计被冻结（含轮 候冻结）和司法标记88,471,483股，占其所持有本公司股数的100%，占本公司总股本的10.77%。 ● TB Home及德烨嘉俊不属于公司控股股东、实际控制人，该事项不会导致公司控制权发生变更，不会 对公司日常经营和管理造成影响。 公司近日收到通知，TB Home持有本公司股份被 ...

Core Viewpoint - The announcement from Gujia Home Furnishing indicates that a significant portion of shares held by a major shareholder, TB Home Limited, has been frozen by the Hangzhou Intermediate People's Court, which may impact the company's stock performance and investor sentiment [2] Group 1 - Gujia Home Furnishing announced that 15,428,208 shares held by TB Home Limited, a shareholder with over 5% stake, have been frozen [2] - The frozen shares represent 37.47% of TB Home Limited's holdings and 1.88% of Gujia Home Furnishing's total share capital [2] - The freezing of shares will take effect on three different dates: December 4, 2025, December 8, 2025, and January 30, 2026 [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603389 | *ST亚振 | 46.55 | -5.00% | 2.85万 | 1.34亿 | | 603216 | 梦天家居 | 43.79 | -2.90% | 9.81万 | 4.27 Z | | 603898 | 好莱客 | 16.07 | -2.84% | 9.09万 | 1.46亿 | | 603326 | 我乐家居 | 10.03 | -1.08% | ﻛ 6.58万 | 6617.74万 | | 603838 | *ST四通 | 7.42 | -1.07% | 1.51万 | 1115.90万 | | 300749 | 顶固集创 | 17.89 | -0.61% | 19.17万 | 3.44亿 | | 603208 | 江山欧派 | 15.03 | -0.60% | 3.03万 | 4548.58万 | | 603661 | 恒林股份 | 34.26 | -0.35% | 1.03万 | 3535.12万 | | 605099 ...

顾家家居股份有限公司 关于持股 5%以上股东股份被轮候冻结的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 截至本公告披露日，TB Home Limited（以下简称"TB Home"）持有顾家 家居股份有限公司（以下简称"公司"或"本公司"）41,176,766 股股票，占 本公司总股本的 5.01%；TB Home 所持本公司股份累计被冻结（含轮候冻结）和 司法标记 41,176,766 股，占其所持有本公司股数的 100%，占本公司总股本的 5.01%。杭州德烨嘉俊企业管理有限公司（由顾家集团有限公司变更名称而来， 以下简称"德烨嘉俊"）持有本公司 88,471,483 股股票，占本公司总股本的 10.77%； 德烨嘉俊所持本公司股份累计被冻结（含轮候冻结）和司法标记 88,471,483 股， 占其所持有本公司股数的 100%，占本公司总股本的 10.77%。 TB Home 及德烨嘉俊不属于公司控股股东、实际控制人，该事项不会导 致公司控制权发生变更，不会对公司日常经营和管理造成影响。 公司近日 ...

证券研究报告 | 行业简评报告 2026 年 02 月 03 日 布局消费反转！ 大消费组二月消费金股 研究部/消费品 % 1m 6m 12m 绝对表现 4.3 4.6 25.0 相对表现 3.1 -8.7 1.7 资料来源：公司数据、招商证券 -10 0 10 20 30 Feb/25 May/25 Sep/25 Jan/26 (%) 消费品 沪深300 相关报告 1、《招商证券 1 月港股消费观察： 外卖反垄断如何影响港股消费股前 景？》2026-01-27 2、《大消费组一月消费金股—双节 消费亮点前瞻》2026-01-06 ❑ 轻纺 杨蕊菁：看好家居板块修复以及倍加洁益生菌业务发展 风险提示：消费下行风险，消费复苏疲软风险、宏观经济变动风险等。 推荐（维持） 行业规模 | | | 占比% | | --- | --- | --- | | 股票家数（只） | 1216 | 23.5 | | 总市值（十亿元） | 17628.3 | 15.6 | | 流通市值（十亿元） | 16321.4 | 15.9 | 行业指数 3、《招商证券 12 月港股消费观察— 1-2 月流动性改善后港股消费买什 么？》2025 ...

Summary of Key Points from Conference Call Records Industry Overview - **Consumer Sector**: Increased policy emphasis on consumption, with the "14th Five-Year Plan" and Central Economic Work Conference highlighting its importance. The later Lunar New Year in 2026 is expected to benefit consumer goods sales, particularly in travel-related and spiritual consumption sectors. Companies like Wei Long, Dongpeng, and Baiya are noted for their growth potential [1][3][4]. - **Agriculture Sector**: Expected to perform well in 2026, with most agricultural products in a bottoming phase. Key areas to watch include cattle breeding, pig farming, and edible mushrooms post-Lunar New Year [2][15][16]. Key Companies and Sub-sectors - **Consumer Goods**: - **Wei Long and Dongpeng**: Anticipated growth rates over 20%, currently priced relatively low [4]. - **Baiya**: Strong offline performance, with profits expected to reach 420 million yuan, entering a value phase [6]. - **Traditional Home Furnishing**: - Companies like Gujia Home are recommended as the sector has reached a cyclical bottom, with low valuations and strong recovery potential [7][9]. - **Raw Materials**: - Companies like Xinghao and Bailong Oriental are performing well due to rising raw material prices, with significant growth in order and delivery data [10]. - **Domestic Demand**: - Leading companies such as Bosideng, Luolai Life, and Jiangnan Buyi are expected to outperform the industry average growth in 2026, presenting good investment value [12]. Emerging Markets and New Products - **AI Glasses Market**: Expected growth in 2026-2027, with Ray-Ban Meta glasses projected to exceed 10 million units in shipments by 2026. Companies like Kanglaite Optical and Yutong Technology are recommended for tracking [5]. Investment Opportunities - **Consumer Sector**: - Current best time to invest in the consumer sector as many companies are still in a bear market. The emphasis on consumption by the government is expected to enhance the sector's value [3]. - **Traditional Home Furnishing**: - The sector is at a low valuation and is expected to recover, making it a good opportunity for investment [7][9]. - **Agriculture**: - Post-Lunar New Year, the agriculture sector is expected to enter a recovery phase, with specific focus on cattle, pig farming, and edible mushrooms [16][17]. - **Food and Beverage**: - Companies like Guizhou Moutai and Luzhou Laojiao are highlighted for their potential growth, with the overall sector expected to see a 20-30% increase due to low valuations and potential catalysts [27][28]. Additional Insights - **Consumer Behavior**: The later Lunar New Year is expected to extend the sales season, benefiting various consumer goods [3]. - **Market Dynamics**: The agriculture sector is expected to show a recovery after a period of weakness, with potential for significant returns in the coming quarters [15][16]. - **Investment Strategy**: Focus on companies with strong fundamentals and growth potential, particularly in sectors that are currently undervalued or have strong recovery prospects [12][27].

Core Viewpoint - The home decoration and building materials sector experienced a decline, with a closing index of 17,600.06 points, reflecting a drop of 2.42% [1] Group 1: Stock Performance - Guodi Technology closed at 3.33 CNY per share, leading the decline with a drop of 10% [1] - Gujia Home Furnishing closed at 32.33 CNY per share, with a decrease of 8.67%, ranking second in the decline [1] - Mengbaihe closed at 9.17 CNY per share, falling by 8.12%, ranking third in the decline [1] - Dinggu Jichuang closed at 18 CNY per share, leading the gains with an increase of 7.53% [1] - Jiangshan Oupai closed at 15.12 CNY per share, with a rise of 1.89%, ranking second in gains [1] - Yangzi New Materials closed at 4.01 CNY per share, increasing by 1.78%, ranking third in gains [1] Group 2: Market Insights - Huafu Securities report indicates that the Central Economic Work Conference emphasized stabilizing the real estate market, implementing city-specific policies to control increments, reduce inventory, and optimize supply [1] - The report also highlights the encouragement of acquiring existing residential properties for affordable housing and the reform of the housing provident fund system [1] - There is an expectation of a turning point in the building materials capacity cycle due to accelerated supply-side reforms and a reduction in competition [1]

证券之星消息，2月2日家居用品板块较上一交易日下跌2.02%，顾家家居领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。家居用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300749 | 顶固集创 | 18.00 | 7.53% | 22.84万 | | 4.14亿 | | 003011 | 海象新材 | 24.16 | 2.90% | 8.78万 | | 2.17亿 | | 301588 | 美新科技 | 22.60 | 2.36% | 5.44万 | | 1.25亿 | | 603208 | 江山欧派 | 15.12 | 1.89% | 6.15万 | 9334.15万 | | | 603195 | 公牛集团 | 42.49 | 1.70% | 5.77万 | | 2.47亿 | | 603610 | 麒盛科技 | 17.58 | 1.09% | 6.40万 | | 1.13亿 | | 603 ...

Core Viewpoint - The report from Cinda Securities indicates that the company, Juran Smart Home, is expected to report a net profit attributable to shareholders of between -1.15 billion to -0.85 billion yuan in 2025, a significant decline from 769 million yuan in the same period last year [1] Group 1: Financial Performance - The estimated median net profit for Q4 2025 is projected to be -1.398 billion yuan, compared to 38 million yuan in the same quarter last year [1] - The fair value of the company's investment properties is expected to decrease by approximately 1 billion to 1.6 billion yuan in 2025 due to special unexpected events affecting rental income and leasing [1] Group 2: Business Operations - As of the first half of 2025, the company operates four "Zhongshang World" shopping centers in cities like Changchun and Wuhan, along with three modern department stores and 125 various supermarkets in key urban areas [1] - The company anticipates a gradual recovery in sales revenue and profitability, driven by macroeconomic recovery and optimization of its business model [1] Group 3: Strategic Outlook - The company plans to accelerate its overseas expansion and focus on deepening its core home furnishing business in 2026, while actively exploring home consumption scenarios related to children, pets, and the elderly [1] - The company aims to transform from a "home furnishing retail operator" to a "full-industry digital service provider" by leveraging AI design as a new traffic entry point and smart home solutions as new consumption scenarios [1]