证券代码：603801 证券简称：志邦家居 公告编号：2026-004 债券代码：113693 债券简称：志邦转债 志邦家居股份有限公司 关于首次回购股份的公告 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： ■ 注：上述占总股本比例的总股本为截至2025年12月31日的总股本434,351,397股。 登录新浪财经APP 搜索【信披】查看更多考评等级 志邦家居股份有限公司（以下简称"公司"）于2025年12月3日召开了第五届董事会第十二次会议，审议 通过了《关于以集中竞价交易方式回购公司股份预案的议案》，同意公司使用自有资金及商业银行回购 专项贷款通过集中竞价交易方式回购部分公司股份，用于股权激励或转换公司发行的可转债。本次回购 的资金总额不低于人民币8,000万元（含）且不超过人民币11,000万元（含），回购价格不超过人民币 14.13元/股（含）。回购股份实施期限为自公司董事会审议通过回购股份方案之日起不超过12个月。具 体内容详见公司于2025年12月13日在上海证券交易所网站（www.sse.com ...

Core Viewpoint - Shunde District is actively promoting the development of a high-quality listing environment for companies, aiming to enhance the regional capital market and support enterprises in their journey to go public [4][12]. Group 1: Current Market Position - Shunde has 44 listed companies, accounting for 52% of the total in Foshan, with a total market capitalization of approximately 880 billion yuan [4]. - The district aims for a total securities transaction volume exceeding 5 trillion yuan by 2025, leading among the five districts in Foshan [4]. Group 2: Policy and Support Initiatives - Shunde has established a specialized working group to develop strategic plans and policies for the high-quality development of listed companies [8]. - The district is focusing on nurturing technology-driven enterprises and has identified 74 companies as potential candidates for listing, alongside 61 companies on the New Third Board [7]. Group 3: Investment and Financial Activities - Since 2021, Shunde companies have completed mergers and acquisitions totaling over 30 billion yuan, indicating a shift from capital accumulation to operational integration [7]. - The Shunde Innovation and Entrepreneurship Fund has invested nearly 5 billion yuan, supporting 21 companies in entering the capital market [9]. Group 4: Upcoming Developments - The upcoming "Yunlu Listing Town" initiative aims to transform the local economic landscape by fostering a collaborative environment for innovation and capital [12][14]. - The town will cover an area of 8.8 square kilometers and is designed to integrate work and life, promoting a culture of innovation and collaboration among various professionals [14].

Core Viewpoint - Shunde District is focusing on enhancing its capital market and promoting high-quality development of listed companies through initiatives like the Yunlu Listing Town and various supportive measures for enterprises [1][4]. Group 1: Capital Market Development - Shunde District has 44 listed companies, accounting for 52% of the total number of listed companies in Foshan, with a total market capitalization of approximately 880 billion yuan [3]. - The district's listed companies achieved a total revenue of 505.215 billion yuan in the first three quarters of 2025, representing a year-on-year growth of 11.56%, and a net profit of 48.447 billion yuan, up 19.25% year-on-year [3]. Group 2: Mergers and Acquisitions - Since 2021, Shunde enterprises have completed mergers and acquisitions totaling over 30 billion yuan, with notable transactions including Yingfeng Group's acquisition of Gujia Home and Midea Group's investment in Wandong Medical [4]. Group 3: Supportive Measures - Shunde has introduced a specialized task force for the high-quality development of listed companies, a set of supportive policies, and the Yunlu Listing Town platform to facilitate the growth of enterprises and attract investment [5]. - The "three initiatives" include a dedicated task force, a set of supportive policies for listed companies, and the establishment of the Yunlu Listing Town to create a conducive ecosystem for capital and industry integration [5].

美克国际家居用品股份有限公司 关于公司董事离任的公告 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： 美克国际家居用品股份有限公司（以下简称"公司"）董事会于近日收到公司董事黄新女士提交的书面辞 职报告，因到龄退休，黄新女士申请辞去公司董事职务，辞职后不再担任公司任何职务。 一、董事离任情况 (一)离任的基本情况姓名离任职务离任时间原定任期到期日离任原因是否继续在公司及其控股子公司任 职具体职务是否存在未履行完毕的公开承诺黄新董事2026.1.52024.1.5退休否否 注：公司第八届董事会任期已届满，鉴于换届工作尚在筹备中，为保证相关工作的连续性和稳定性，公 司董事会延期换届，董事会各专门委员会及高级管理人员的任期亦相应顺延。详见公司于2024年6月6日 披露的《关于董事会、监事会延期换届的提示性公告》（公告编号：2024-041）。 (二)离任对公司的影响 黄新女士的辞职不会导致公司董事会成员人数低于法定最低人数，不会影响董事会的正常运作及公司经 营管理的正常运行，其辞职报告自送达公司董事会之日起生效。公司 ...

格隆汇1月7日丨志邦家居(603801.SH)公布，2026年1月7日，公司通过集中竞价交易方式回购公司股份 50万股，已回购股份占公司总股本的比例为0.1151%，回购成交最低价格为9.24元/股，成交最高价格为 9.27元/股，成交总金额为人民币462.71万元（不含交易佣金等交易费用）。 ...

Group 1: Industry Overview - The light industry and beauty sector is expected to stabilize and improve due to the dual drivers of domestic demand policies and steady export growth [3] - The "14th Five-Year Plan" marks a year of enhanced domestic demand policies, coupled with consumers' increasing pursuit of high-quality living, creating significant growth opportunities for the industry [3] - The penetration rate of cross-border e-commerce has ample room for improvement, and the recovery of international relations and demand from emerging markets will further drive market expansion [3] Group 2: Beauty Sector - The cosmetics market is projected to grow steadily, with the skincare segment being the largest, reaching a market size of 4,619 billion yuan in 2024, and expected to grow at a CAGR of 8.6% from 2024 to 2029 [19] - The high-end cosmetics market is rapidly expanding, with the market size for high-end skincare products increasing from 749 billion yuan in 2019 to 1,144 billion yuan in 2024, reflecting a CAGR of 8.84% [19] - Key companies in the beauty sector include: - **Mao Geping**: Revenue reached 25.88 billion yuan in H1 2025, with a growth rate of 31.28% [23] - **Lin Qingxuan**: Revenue grew to 10.52 billion yuan in H1 2025, marking a 98.28% increase [27] - **Marubi**: Revenue is expected to reach 29.70 billion yuan in 2024, recovering from previous declines [32] Group 3: Medical Aesthetics - The medical aesthetics sector is facing short-term pressure due to cautious consumer spending, but the long-term growth potential remains strong, with a projected CAGR of 10%-15% from 2024 to 2027 [36] - The market penetration rate for medical aesthetics in China is currently at 4-5%, indicating a growth potential of 2-5 times compared to countries like the US and South Korea [36] - Key companies in the medical aesthetics sector include: - **Jinbo Biological**: Achieved revenue of 12.96 billion yuan in Q1-Q3 2025, with a year-on-year growth of 31.10% [45] Group 4: Daily Chemicals - The daily chemical industry is benefiting from domestic demand policies, with local brands poised to capture market share [49] - Companies such as **Dengkang Oral Care** and **Runben** are highlighted for their strong market positions and growth potential [51][55] - **Shanghai Jahwa** has shown significant growth, with revenue reaching 49.61 billion yuan in Q1-Q3 2025, reflecting a 10.83% increase [59] Group 5: Home Furnishing - The home furnishing sector is under pressure due to weak real estate sales, with a 15% decline in residential investment in 2025 [65] - National subsidies for home appliances and furnishings have provided some support, but the long-term effects are limited [65] - Leading companies such as **Oppein Home** and **Kuka Home** are noted for their strong channel capabilities and multi-category layouts [65]

Group 1 - The core viewpoint of the article highlights that Daziran Technology Co., Ltd. from Guiyang High-tech Zone has been included in the 2025 China Consumer Brand List, marking a significant breakthrough in brand development for the region [1] - The "China Consumer Brand" selection process evaluates products based on innovation, market competition, brand influence, and cultural empowerment, recognizing Daziran's comprehensive strength in these areas [1] - Daziran Technology focuses on the research and manufacturing of health sleep and eco-friendly home products, adhering to a development philosophy of "green, healthy, and intelligent" [1] Group 2 - Daziran's "Daziran" brand ecological spine protection mattress has a market share of nearly 60% in the domestic plant fiber mattress sector, with production and sales leading the industry [1] - The company has also led the drafting of the national standard for "soft furniture coconut fiber elastic mattresses," contributing to environmental sustainability by replacing springs and sponges in various applications [1] - Guiyang High-tech Zone aims to continue nurturing specialized and innovative enterprises, optimizing the business environment, and enhancing technological innovation support to foster collaborative development in the consumer goods industry [2]

证券日报网讯1月6日，曲美家居（603818）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司股东人数为24983户。 ...

Group 1 - The company Chengdu Fusenmei Home Co., Ltd. announced the departure of its former internal audit head, Ms. Tang Xiaoling, who will no longer hold any position within the company [1] - The internal audit responsibilities have been successfully handed over according to company regulations [1] - The board of directors has appointed Ms. Liu Shuang as the new head of internal audit following the nomination by the audit committee [1] Group 2 - The automotive market is experiencing a surge in sales, with BMW's original guide price of 349,900 yuan now at 225,000 yuan, and multiple car manufacturers offering subsidies for purchase taxes [1] - The sales activity in the automotive sector is reported to be extremely busy, with sales personnel working from morning until evening without breaks [1]

Market Overview - The home goods sector experienced a slight decline of 0.04% on January 6, with Mengtian Home leading the drop [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Top Performers - Meike Home (600337) saw a significant increase of 9.97%, closing at 3.53 with a trading volume of 35,700 shares and a transaction value of 12.59 million [1] - ST Songfa (603268) rose by 5.00%, closing at 88.04 with a transaction value of 268 million [1] - ST Huapeng (603021) increased by 4.91%, closing at 4.91 with a transaction value of 30.41 million [1] - Mona Lisa (002918) gained 3.61%, closing at 14.92 with a transaction value of 167 million [1] Underperformers - Mengtai Home (603216) dropped by 6.84%, closing at 43.32 with a transaction value of 301 million [2] - Taili Technology (301595) fell by 6.28%, closing at 47.61 with a transaction value of 384 million [2] - Junlinmen (603008) decreased by 5.96%, closing at 21.00 with a transaction value of 719 million [2] - Craft Home (301061) declined by 4.12%, closing at 93.01 with a transaction value of 195 million [2] Capital Flow - The home goods sector saw a net outflow of 94.35 million from institutional investors, while retail investors contributed a net inflow of 17.98 million [2] - The top net inflows from institutional investors were led by Junlinmen (603008) with 31.38 million, followed by ST Songfa (603268) with 30.40 million [3] - Notable net outflows from retail investors included Junlinmen (603008) with -37.93 million and ST Songfa (603268) with -15.68 million [3]