中经记者 方超 石英婧 上海报道 在定制家居行业业绩整体承压背景下，我乐家居（603326.SH）逆势实现了营收、净利润"双增长"。 财报数据显示，今年上半年，我乐家居营收较上年同期增长1.80%，归母净利润则同比增长103.18%。 而欧派家居（603833.SH）、索菲亚（002572.SZ）等上市公司正面临营收或净利润下滑的挑战。 （在对外宣传中，我乐家居突出"设计"和"定制"概念。公司官网/图） "公司通过优化组织效能、精准营销投入和聚焦研发方向，各项费用同比显著下降。"日前，我乐家居相 关负责人在回复《中国经营报》记者采访时称，当前的费用优化并非简单的压缩开支。 9月25日，我乐家居召开2025年半年度业绩说明会。在回答投资者关于"如何看待当前全屋定制市场的竞 争格局"的提问时，公司管理层表示，全屋定制行业正从过去的规模扩张转向深度整合期，市场分化加 剧。头部品牌凭借综合实力巩固份额，缺乏核心竞争力的企业面临出清压力。在这一背景下，我乐家居 坚持聚焦中高端市场的差异化竞争。"我们相信，这种聚焦高端定位和多品类的发展（战略），更能支 撑公司在行业新阶段的稳健发展。" 成本管控大幅压缩研发费用 受房地产 ...

Core Insights - The visit by the chairman of the company to a luxury residence highlights the brand's commitment to quality home customization and customer engagement [1][8] - The design approach emphasizes a deep understanding of customer lifestyles, showcasing the company's ability to translate client visions into tangible space solutions [2][3] Design and Aesthetics - The overall design style is a blend of French light luxury, with each space narrating a unique story while maintaining a cohesive aesthetic [3] - Specific design elements include a deep brown wood entrance for a welcoming atmosphere, neutral tones in the living room to highlight scenic views, and a calming green in the master bedroom for a vintage feel [3][5] - The children's rooms feature vibrant colors and elements that reflect their personalities, demonstrating the company's capability to cater to diverse family needs [3][7] Customer Feedback and Engagement - The owner's praise for the meticulous work on the bookshelf reflects the company's dedication to detail and quality execution [4][7] - The chairman's affirmation of the brand's high-end positioning underscores the confidence in the company's design and execution capabilities [5][7] - Regular customer visits by the chairman serve as a means to ensure ongoing quality and satisfaction, reinforcing the company's commitment to long-term customer relationships [8][9] Commitment to Quality - The company emphasizes the importance of maintaining quality throughout the design and execution process, which is essential for building long-term trust with customers [10] - The focus on detail and quality is seen as a competitive advantage, creating a strong brand identity in the high-end customization market [10]

Group 1 - The core theme of the event was "20 Years of High-End Evolution," celebrating the 20th anniversary of the brand ILO Home (603326) [1] - ILO Home showcased a series of new products that reflect 20 years of exploration in high-end original design, including the Floral Series, Stockholm Pro Series, and Velvet Flower Series, each targeting different high-end customer needs [1] - The brand emphasized its commitment to original design by introducing collaborations such as the Non-Heritage Gold Foil Handle Series and the Wall Protection Series with avant-garde artists, merging tradition with modernity and technology [1] Group 2 - The brand philosophy of ILO Home focuses on continuous evolution and transformation, interpreting high-end customization as a deep understanding of human needs rather than mere luxury accumulation [2] - The company aims to decode the cultural belonging of elite groups, the spatial efficiency demands of contemporary families, and the expectations for sustainable aesthetics in future living [2] - This design philosophy, which responds to human nature and embraces change, is seen as a key factor in the company's ability to lead in industry transformation [2]

Core Viewpoint - The 20th anniversary event of Iole Home showcased its evolution from a kitchen cabinet manufacturer to a high-end custom home brand, emphasizing its unique position in the market and commitment to original design [3][4][19]. Group 1: Brand Evolution - Iole Home has transformed from an initial player in the kitchen cabinet sector in 2005 to a leader in the high-end custom home market, marking a significant shift in its business model [3][4]. - The brand's journey reflects a broader narrative of evolution, paralleling the transformation of the Anaya area from desolation to a cultural hub [4][6]. - Iole Home has achieved the highest gross margin among nine listed custom home brands, positioning itself as the only light high-end brand in this category [6]. Group 2: Strategic Developments - The company plans to open multiple flagship stores in major cities starting in 2024, enhancing the customer experience with larger and more luxurious store formats [6]. - Iole Home is set to launch five high-end product lines in 2025, focusing on high-end design and quality while making them accessible to a broader audience [6]. Group 3: Product Offerings - The anniversary event introduced three new high-end series: the "Blossom" series, the "Stockholm Pro" series, and the "Velvet Flower" series, each catering to different high-end customer needs [7][13]. - Collaborations with traditional artisans and contemporary artists have resulted in unique product lines that blend tradition with modernity, showcasing the brand's commitment to original design [13][16]. Group 4: Brand Philosophy - Iole Home's philosophy centers on decoding the desires of elite consumers and contemporary families, focusing on cultural belonging, spatial efficiency, and sustainable aesthetics [17]. - The CEO highlighted three strategic choices that have defined the brand's success: exiting low-price competition, prioritizing original design, and entering the full-home customization market early [17][19].

Core Viewpoint - Mark Thompson's high-end custom suit store officially opened in Jinan, marking a significant expansion in the Shandong market for the brand, which is known for its craftsmanship and service excellence [1][3]. Group 1: Brand Development - Mark Thompson, part of KPG Zhuangjia (Zhuangzi Shangpin) Fashion Group, has focused on integrating top international menswear craftsmanship with Eastern aesthetics since its establishment in 2005 [3]. - The brand has become a benchmark in the Qingdao custom market since opening its first store there in 2015, establishing itself as a leading brand in Shandong's high-end custom industry [3][7]. - The opening of the Jinan store signifies further deepening and strategic layout in the Shandong market [3][7]. Group 2: Event Highlights - The opening ceremony attracted over a hundred guests, including members from the Jinan Marriage Association and the Women's Entrepreneur Association, showcasing the brand's community engagement [1][4]. - The Jinan Marriage Association awarded Mark Thompson the title of "Director Unit," recognizing its contributions to the integration of wedding culture and the fashion industry [4]. - A ribbon-cutting ceremony was held, symbolizing the brand's commitment to Jinan and its aspirations for mutual growth [4]. Group 3: Customer Engagement - Following the opening ceremony, a themed salon titled "World Top Menswear Appreciation" was organized, allowing guests to engage with designers and experience the craftsmanship of high-end suits [6]. - This interactive session emphasized the brand's professional depth and strengthened emotional connections with customers [6]. Group 4: Future Outlook - The opening of the Jinan store is seen as a pivotal step for the brand, aiming to empower the high-end custom market in the region [7]. - The company plans to leverage the successful experience from its Qingdao store to continue developing the local market from Jinan, offering innovative services and international-level craftsmanship [7]. Group 5: Brand Identity - Mark Thompson specializes in English and Italian high-end suit customization and has provided bespoke services to notable figures such as Jack Ma and Lin Gengxin [8]. - The brand's philosophy centers on "custom tailoring, achieving the extraordinary," aiming to create high-end dressing solutions for clients worldwide [8].

Group 1 - The core confidence of the company is built on a comprehensive development strategy, emphasizing the importance of overall strength in market competition [3][5][7] - The company has established a significant advantage system through nearly two decades of focus, including hardware, software, team, channel, design, strategy, brand, and supply chain [5][12] - The company aims to become a global brand by integrating Chinese culture into its products and expanding its international presence, with multiple overseas factories and a strategic partnership model [5][30] Group 2 - The brand confidence is reflected in the company's long-term efforts in brand building, product innovation, and original design, positioning itself as a leader in the bathroom cabinet industry [8][12] - The company has maintained a high-end positioning for its bathroom cabinets, differentiating itself through unique design and cultural storytelling [10][12] - The company believes that the high-end custom bathroom cabinet market is less affected by e-commerce due to the need for experiential services [13][15] Group 3 - The product confidence stems from the company's commitment to originality and differentiation, which has led to a 25% growth in the first four months of the year [16][18] - The company emphasizes the importance of maintaining a strong product matrix, ensuring that a majority of its products can perform well in the market [24][26] - The company has a strategic partnership with a renowned design firm to enhance its product offerings and maintain a competitive edge [20][30] Group 4 - The cultural confidence is rooted in the company's dedication to integrating Chinese cultural elements into its products, making it a representative of Chinese culture [31][33] - The company believes in the long-term potential of the bathroom cabinet industry, driven by ongoing demand for home renovations and upgrades [35][36] - The company is committed to transforming from "Made in China" to "Created in China," aiming to elevate its brand on a global scale [37][38]

Group 1 - The "2025 World Brand Moganshan Conference" was held in Deqing, Zhejiang, featuring the "Quality • World Reputation" Global Brand Innovation Development Think Tank Forum, where Saint Manna Dairy was recognized as an excellent case for creating new quality brand power [1] Group 2 - The new trend in the tea beverage industry is the health-oriented development, with companies like Ice Bolang innovating to redefine the health standards of milk tea through non-hydrogenated base milk technology [3] - Ice Bolang's non-hydrogenated base milk is a pioneering product that utilizes a unique extraction process to eliminate trans fats while maintaining a smooth texture and milky flavor [3][5] Group 3 - Saint Manna Dairy's success in the base milk sector is attributed to its non-hydrogenated process, which avoids the health issues associated with traditional hydrogenated oils, such as trans fats and high saturated fat content [5] - The founder of Saint Manna Dairy, Chen Zubo, recognized the potential for health upgrades in the tea beverage industry after experiencing milk tea for the first time in 2016, leading to a focus on innovation [5][6] Group 4 - The company adopts a "joint research and high-end customization" approach to attract partnerships, which has expanded its innovation capabilities and led to the development of numerous new products [6] - Saint Manna Dairy exemplifies the advancement of China's food industry, emphasizing innovation and a focus on nutrition and health, contributing to the global improvement of food quality [6]