2025年，盈峰集团以333.36亿元营收跻身顺德民企第三名。 而这家企业的掌门人何剑锋，还有一个更广为人知的身份，美的集团创始人何享健的独子。 与大多数"企二代"不同，今年58岁的何剑锋选择了一条与众不同的路：拒绝直接接班市值千亿的美的集团，在父亲的光环之外独立创业30年，最终用资本与 产业结合的商业模式，打造出属于自己的商业版图。 1994年，27岁的何剑锋做了一个令外界意外的决定。 当时他已从华南理工大学毕业，并在美的集团从基层岗位一路做到投资部部长，但他并未沿着父亲铺 好的道路继续前进，而是选择自立门户。 同年，何剑锋创立了顺德现代实业公司，主营业务是为美的做小家电贴牌生产。 随后几年，他陆续成立东泽电器和盈科电子，这些企业均围绕美的展开业 务：贴牌生产、产品代理销售、供应链配套。 这种"背靠大树"的创业方式为何剑锋积累了初始资本。 2004年，他将现代实业和东泽电器分别以7000万元和4000万元的价格卖给美的集团，套现1.1亿元， 完成了原始积累。 手握过亿资金后，何剑锋开始向资本市场进军。 2006年，他通过盈峰集团以1.35亿元受让美的集团持有的上市公司"上风高科"股权，获得了第一家上市平台 ...

公司发布半年报 一方面，通过加速智能制造升级、深化新产品研发及数字化降本增效，持续提升产品竞争力；另一方 面，以多元化与差异化创新驱动品类拓展，开辟增量业务。其中龙头、净水机等品类，积极响应市场变 化和客户需求，竞争力显著增强；智能家居应用场景持续拓宽，带动智能产品业务占比提升，为公司释 放可持续增长新动能。 同时，公司采取了更积极的营销策略、商业模式创新和渠道深化拓展，持续提升客户服务覆盖的广度与 深度。全资子公司美国建霖充分发挥多元化平台整合优势及国际化产品与服务能力，推进与Lowe's、 The HomeDepot、Menards 等零售渠道的深化合作，推动上半年渠道收入同增45.7%。 跨境电商业务依托集团技术沉淀与家居供应链优势，加速品类拓展与渠道建设，上半年收入同比增长 82.8%。泰国、墨西哥等海外基地建设再提速，目前泰国基地已实现全品类布局，年内启动三期扩产， 墨西哥基地预计年底试产，海外运营能力显著提升，为持续增强全球市场竞争力奠定坚实基础。 调整盈利预测，维持"买入"评级 25H1 公司营收24 亿，同减2%，归母净利2.4 亿，同减8%，扣非后归母净利2 亿，同减15%。 25H1 毛利 ...

□罗子欧 亦麟 （图片由广元市委宣传部提供）秋日的广元，碧空如洗，惠风和畅。南河廊桥人头 攒动。"辉煌壮丽四十载 感恩奋进新征程"图片展在此举行。一张张老照片，一段段沉静的记忆， 仿佛无声的船，划过四十载光阴的长河，见证了广元的发展变迁，令每一位观展者感慨不已、啧 啧赞叹。时光回溯，锚定在1985年。那一年，如同历史卷轴上一个浓墨重彩的落款——广元撤县 建市，川北重镇从此扬起新的风帆。1985—2025年，这是同心向党、矢志不渝的40年。在党中 央、国务院和省委、省政府的关心支持下，广元历届市委、市政府带领全市人民艰苦奋斗，追光 前行。2024年地区生产总值较建市之初增长93.7倍，城乡居民人均可支配收入分别增长58.2倍、 60.6倍，人民生活水平实现历史性跨越。1985—2025年，这是筚路蓝缕、接续奋斗的40年。从"宁 愿苦干、不愿苦熬"的大茅坡精神，到"有手有脚有条命，天大的困难能战胜"的抗震救灾重建家园 的铿锵誓言，再到新时期"不服输、敢争先"的奋进精气神，这些宝贵的精神财富已深深熔铸于这 片川北热土之中，激励一代又一代广元儿女攻坚克难、奋勇前行。1985—2025年，这是承前启 后、继往开来的40 ...

证券代码:002572 证券简称:索菲亚 索菲亚家居股份有限公司投资者关系活动记录表 编号:20250929 | 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □业绩说明会 □媒体采访 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | ☑其他(电话交流会) | | 参与单位名称 | 申万证券组织的电话会议,共计 96位投资机构及个人参加会议。 | | 及人员姓名 | | | 时间 | 2025年9月29日下午 | | 地点 | 公司会议室 | | 上市公司接待 | 公司管理层 | | 人员姓名 | | | | Q&A | | | Q:索菲亚的699套餐定价亲民,会不会导致产品品质下降?经销商能 | | | 适应这种套餐模式吗 | | | "整家 699 普惠"政策不降低产品质量和服务质量。经销商端,目 A: | | | 前运营成本有优化(如部分区域租金调整),总部还会提供花色补贴等 | | | 支持,且套餐推出前也和经销商充分沟通,所以经销商参与意愿很高, | | | 主动通过线上方式进行宣传。 | | 投资者关系活 | | | 动主要 ...

Core Insights - The 2025 Home Selection Brand Conference held in Beijing focused on how the home industry can break through current challenges and innovate in a competitive environment [1][9] Group 1: Industry Trends - The home industry is experiencing intensified competition, referred to as "involution," where companies must adapt to meet consumer demands while improving organizational efficiency [3][4][5] - Companies are shifting their strategies to focus on customer needs, with an emphasis on quality and innovation rather than price competition [6][7][10] Group 2: Company Strategies - Companies like Ruian Home are enhancing their service to end consumers, recognizing that consumer traffic is crucial for business success [3] - TATA Wood is addressing market pressures by optimizing supply chains and enhancing organizational efficiency to meet customer demands [3] - Shangpin Home is adopting a "whole house star-level customization" strategy, integrating various product categories to provide a high-end experience at competitive prices [4] Group 3: Innovation and Technology - Companies are leveraging technology, such as AI, to improve design processes and enhance customer experiences [4][11] - Milan Windows is focusing on safety and comfort through innovative product development, introducing a comprehensive window and door customization system [6] - KD Custom is positioning itself uniquely in the market by focusing on its core audience and maintaining a simple business model [13] Group 4: Market Expansion - Companies are exploring new market opportunities, such as Daxin Home's museum project that addresses design, experience, and product originality [12] - Mogan Mountain Board is expanding its market reach by collaborating with international institutions and establishing overseas operations [14] - Sanzi Rabbit Group is innovating its operational model by combining shared resources with traditional contracting methods to enhance efficiency [15]

Group 1 - The 2025 Home Preferred Brand Conference was held in Beijing, featuring over 300 guests from industry associations, well-known home enterprises, and mainstream media, focusing on how the home industry can achieve "breaking boundaries" under new circumstances [1] - The conference included the release of 34 lists of "2025 Home Preferred Brands" and discussions on deep industry insights [1] Group 2 - Jiusheng Flooring's Chairman Zhang Enjiu announced the launch of the "Super Stability King" solid wood flooring, which addresses stability issues for all application scenarios, enhancing the product's value and usability [3] - The "Super Stability King" flooring retains the health benefits of solid wood while introducing innovative technologies for broader application [3] Group 3 - Boloni's CEO Cai Xingguo reported a revenue growth of approximately 7% this year, with expectations for better growth next year due to improved operational management aligned with industry cycles [4] - The home industry is currently in an efficiency phase, emphasizing precise goal-setting and organizational efficiency to enhance value creation [4] Group 4 - Daxin Home's Chairman Pang Li highlighted the company's museum initiative, which addresses four industry challenges: design leadership, implementation of design, consumer experience, and product originality [5] - KD Custom's Chairman Yan Hong emphasized a focus on their target demographic without being confined to high-end categories, catering to consumers who prioritize lifestyle [5] Group 5 - Houmi Decoration's founder Cai Meng discussed their unique approach to hiring workers directly and addressing pain points in project management, resulting in a significant increase in customer repurchase rates [5] - Pahao Windows' Chairman Zhang Wei shared the company's successful expansion from a regional to a national brand by understanding dealer and customer needs [5] Group 6 - Yimu Home's General Manager Yu Guangming noted the company's shift from B2C to B2B, focusing on high-end clients and maintaining high standards, which has led to business growth despite market challenges [5][6] - Mogan Mountain's General Manager Zhao Jianzhong emphasized the importance of market insight and direct communication with consumers to identify and address demand [6] Group 7 - San Zhi Tu Group's President Han Jun highlighted the effectiveness of their shared and contractor model, which has led to significant revenue generation with minimal staffing [6] - Shangchi Home's Chairman Du Haiyun discussed the company's focus on personalized sleep systems and the integration of AI technology to enhance customer experience [7] Group 8 - The conference was organized by the Home Preferred Think Tank, with guidance from five major industry associations, and aimed to explore new development paths and dynamics for Chinese home brands [7]

Core Viewpoint - The transition of Chinese home furnishing companies from simple product sales abroad to strategic brand operations is highlighted, indicating a shift from opportunistic exploration to strategic deepening in international markets [1][2]. Group 1: Industry Trends - The home furnishing industry is experiencing a transformation where companies are increasingly viewing overseas markets as a second growth curve rather than just a supplement to domestic business [1]. - The Shanghai Home Expo is creating a comprehensive support system for brands going abroad, utilizing social media platforms like Facebook and TikTok to help Chinese companies integrate into the international home furnishing ecosystem [2]. - Companies are moving from "light asset attempts" to "heavy asset investments" in their overseas operations, focusing on localized operations and global supply chains [2]. Group 2: Company Developments - Jinpai Home has established wholly-owned subsidiaries in the US, Canada, Australia, Singapore, and Thailand; Zhibang Home has expanded its overseas business to 41 countries with 36 stores; Oppein Home has a sales network in 146 countries; and Kuka Home plans to open 15 new stores by mid-2025 [3]. - The home furnishing market is seeing significant growth in overseas revenue, with companies like Kuka Home achieving 4.258 billion yuan in overseas revenue, a 9.55% increase year-on-year [8]. Group 3: Market Dynamics - The domestic home furnishing market is becoming saturated, with growth rates slowing down, prompting companies to seek new opportunities abroad [7]. - The global furniture market is projected to reach $800 billion by 2025, with a compound annual growth rate of 9% for online furniture sales from 2021 to 2025 [12]. Group 4: Challenges - Chinese home furnishing companies face challenges such as increasing compliance barriers in overseas markets, including various safety and environmental regulations [10][11]. - Low brand recognition in international markets remains a long-term challenge, necessitating a shift from mere product sales to building brand value and awareness [11].

Core Insights - The "Rongyao Silk Road: Chengdu Tanzania Specialty Home Furnishing Exhibition" opened in Dar es Salaam, Tanzania, on September 24, 2025, organized by Chengdu Trade Promotion Association as part of the "Rongqi Going Global" initiative [1] - The exhibition featured 19 quality home furnishing enterprises from Chengdu, achieving over 8 million RMB in contracts on the first day, marking a successful start for Chengdu-Tanzania cooperation [1][3] Group 1 - The exhibition represents the first professional exchange between Tanzania and Chengdu in the home furnishing industry, showcasing Chengdu's innovative products and advanced technologies while injecting new ideas into local industry upgrades [3] - Over 600 professional buyers attended the first day of the exhibition, leading to three cooperation agreements signed between Chinese and Tanzanian companies, with a total contract value of approximately 8 million RMB [3] - The exhibition adopted an integrated model of "exhibition, negotiation, and research," facilitating precise market access for enterprises through business negotiations and supply-demand matching activities [3] Group 2 - Chengdu's delegation plans to visit local business associations and conduct industry dialogues and opportunity matching meetings, as well as investigate mainstream home furnishing markets to gain insights into consumer trends and market dynamics [3][4] - Chengdu aims to leverage its advantages in home furnishing manufacturing and trade to promote more quality home products into Tanzania and the broader African market, while also introducing Tanzanian specialty wood and handicraft resources [4] - The initiative is part of the broader framework of the Belt and Road Initiative and the China-Africa Cooperation Forum, contributing to high-quality development of Sino-African economic and trade relations [4]

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： 本次利润分配方案经恒林家居股份有限公司（以下简称公司）2025年9月15日的2025年第二次临时股东 会审议通过。 二、分配方案 1.发放年度：2025年中期 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本139,067,031股为基数，每股派发现金红利0.55元（含税），共 计派发现金红利76,486,867.05元。 三、相关日期 ■ 四、分配实施办法 1.实施办法 （1）无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统向股权登记日上海证券交 易所收市后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。已办理指定交易的投资者 可于红利发放日在其指定的证券营业部领取现金红利，未办理指定交易的股东红利暂由中国结算上海分 公司保管，待办理指定交易后再进行派发。 （2）公司本次权益分 ...

每经AI快讯，志邦家居（SH 603801，收盘价：9.45元）9月24日晚间发布公告称，公司五届第十次董事 会会议于2025年9月24日以现场结合通讯表决方式召开。会议审议了《关于制定 <独立董事专门会议工 作制度> 的议案》等文件。 2024年1至12月份，志邦家居的营业收入构成为：家居制造占比92.97%，其他业务占比7.03%。 截至发稿，志邦家居市值为41亿元。 每经头条（nbdtoutiao）——"9·24"一周年，A股总市值破116万亿元！四大变革重塑中国资本市场新生 态 （记者 张明双） ...