证券日报网1月9日讯，蒙娜丽莎（002918）在接受调研者提问时表示，公司以"大瓷砖、大建材、大家 居"为发展战略，做强做大陶瓷主业，以"打造百年蒙娜丽莎"为目标，国内庞大的房地产存量市场仍蕴 含着很大需求。同样，瓷砖市场虽经历多轮回调，仍保持着相当规模的市场容量。目前，陶瓷头部企业 的市场占有率整体仍处于较低水平，总体看，还是会有很多机会。无论是瓷砖还是建材家居企业，当前 所面临的周期环境是相当的，公司在风险可控的前提下开展了一些财务性投资，目前相关投资对公司整 体业绩影响有限。后续如发生重大投资，公司将严格按照法律法规及时履行信息披露义务。 ...

证券代码：002918 证券简称：蒙娜丽莎 投资者关系活动记录表 编号：2026-002 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 □其他： | | 活动参与人员 | 长城证券、黄兴源（排名不分先后） | | 时间 | 2026 年 1 月 9 日下午 14:00-15:00 | | 地点 | 蒙娜丽莎智能家居公司会议室 | | 形式 | 现场会议 | | 上市公司接待人员 | 公司董事、董事会秘书：张旗康 | | | 1、公司业务相对稳定，公司对外股权投资如何考虑？ | | | 答：公司以"大瓷砖、大建材、大家居"为发展战略，做强做大陶瓷主业， | | | 以"打造百年蒙娜丽莎"为目标，国内庞大的房地产存量市场仍蕴含着很大需 | | | 求。同样，瓷砖市场虽经历多轮回调，仍保持着相当规模的市场容量。目前， | | | 陶瓷头部企业的市场占有率整体仍处于较低水平，总体看，还是会有很多机会。 | | | 无论是瓷砖还是建材家居企业，当前所面临的周期环境是相当的，公司在 ...

Group 1 - The company announced on September 2 that it is focusing on a development strategy of "large tiles, large building materials, and large home furnishings" [2] - The main business remains tiles, while the company is also exploring some financial investments aimed at increasing revenue under controlled risk [2] - The proportion of these financial investments is currently low, having a limited overall impact on the company [2]

Market Demand and Sales Strategy - Current market demand remains weak, impacting overall sales performance [2] - The company emphasizes a "three high" positioning in its sales strategy, focusing on product upgrades and enhanced service to improve user experience and brand image [2] - The competitive landscape in the plastic pipe industry is intense, with small and medium enterprises facing significant challenges, leading to increased industry concentration [2] Product and Material Insights - The proportion of second-hand home renovation products is influenced by the age of previous renovations, with a higher likelihood of renovation for homes over 10 years old [2] - Raw material prices for the company's main products have remained in a "low fluctuation" state, with copper prices rising [2][3] Future Demand Outlook - Retail business demand is closely tied to economic conditions and consumer confidence; rigid demand is less affected, while improvement demand is suppressed by economic downturns [3] - If economic conditions improve, it is expected that improvement demand will gradually be released [3] Consumer Behavior and Partnerships - Despite trends of consumer downgrade, essential products like pipes and waterproofing are prioritized due to their critical nature and lower cost proportion in overall renovation expenses [3] - Home decoration companies are vital partners, and the company aims to provide high-quality products and services to support their growth [3] Business Development and International Strategy - The waterproof business is developing healthily through a "product + service" model, while the water purification business is still in the exploration phase [3] - Currently, overseas business revenue is low, with the company in the early stages of international strategy, focusing on market expansion and brand internationalization [3] - The company is cautiously considering acquisitions aligned with its core business strategy, but has not identified suitable targets yet [3]