"使用水代替芳香烃作为溶剂的环保涂料早已存在，但在市场上并未取代油性漆。"在日前举办的南康好 家具走进人民"好房子"活动中，中国农业大学教授安杰表示，当前水性漆的使用存在过程污染、有效封 闭木料难、施工烦琐、成本高等缺点，致使家具在绿色化推进过程中遇阻。 2025年政府工作报告提出，适应人民群众高品质居住需要，完善标准规范，推动建设安全、舒适、绿 色、智慧的"好房子"。记者近日在采访中了解到，安杰教授团队从新材料领域的基础研究做起，解决产 业痛点，并与企业开展早期的深度合作，及时转化新材料合成技术，借助第三方评估等力量，助力地方 产业转型升级，破题"好房子"绿色化瓶颈。 千亿级现代产业集群的绿色转型之路 研发适用于木材喷涂的涂层技术 江西省赣州市南康区家居产业规模2016年已突破千亿元，2024年达2800亿元。产业发展对当地环境污染 的情况引起中央环保督察高度关注，这一千亿级现代产业集群的绿色转型迫在眉睫。 资料显示，木器涂装这一细分领域VOC（挥发性有机化合物）排放量达到人类活动VOC总排放量的2% —5%。家具"绿色"是实现"好房子"绿色、健康的核心支撑，推动绿色家具落地成为科研力量与企业行 业共同面临 ...

Core Viewpoint - The collaboration between Lianbang Furniture and Tmall Genie represents a transformative shift towards a future of intelligent living spaces, integrating AI-driven solutions with comprehensive home furnishing services [1][24][25] Group 1: Strategic Partnership - Lianbang Furniture and Tmall Genie officially opened the largest smart home flagship store in Guangzhou, marking a significant milestone in their strategic partnership [1][3] - The partnership aims to create a one-stop smart living solution that combines "full-case customization" with "whole-house intelligence" [1][6] - The launch of the "Whole House Smart Ecosystem Alliance" at the Tmall Genie conference highlights the commitment to integrating smart technology into home design [3][5] Group 2: Technological Integration - The flagship store utilizes the "1+3+N" architecture powered by the Tongyi Qianwen AI model, which enhances user interaction and system learning capabilities [7][10] - The system features a central smart brain (GenieOS+) that manages devices, scene orchestration, and data analysis, allowing for natural user interactions [7][10] - The store supports over 5.3 billion connectable devices and 120 million direct-connect chips, covering various smart home scenarios [10][12] Group 3: User Experience - The design philosophy integrates technology seamlessly into the home environment, making smart devices an inherent part of the living space rather than standalone products [19][24] - The store showcases various scenarios, such as transitioning from "focused work" to "cozy reading" modes, demonstrating the practical application of smart home technology [13][16] - The collaboration emphasizes a user-centered approach, where furniture evolves into intelligent nodes that adapt to user needs and environmental conditions [24][25] Group 4: Future Outlook - The partnership signifies a new phase in the home furnishing industry, moving towards a "space intelligence" model that combines AI technology with human-centered design [24][25] - The initiative aims to deliver a warm promise of "full-case customization and smart homes" to households, making intelligent living more accessible [25]

Core Insights - The rise of DIY using standard industrial components like aluminum profiles and marine boards is becoming a popular trend among adults, driven by the desire for customization and cost-effectiveness [1][3][29] - This DIY movement is characterized by a sense of control and achievement, allowing creators to design and build unique furniture pieces, which contrasts with the mass-produced options available in the market [3][12][46] Group 1: DIY Trend and Popularity - A surge in DIY projects using standard components is evident across various social media platforms, attracting many adults to engage in this creative activity [1][29] - The appeal of standard component DIY lies in its flexibility and adaptability, enabling users to create furniture that meets their specific needs and preferences [12][24] - The process of designing and assembling these projects provides a fulfilling experience, reminiscent of childhood activities like building with LEGO [11][60] Group 2: Materials and Techniques - Aluminum profiles are the most commonly used materials in DIY projects due to their strength, versatility, and ease of assembly [16][18] - The use of linear shafts and other standard components allows for the construction of various furniture types, enhancing the creative possibilities for DIY enthusiasts [20][24] - The combination of different materials, such as marine boards and acrylic, enables creators to achieve both functional and aesthetic goals in their projects [22][24] Group 3: Community and Collaboration - Online communities play a significant role in the DIY movement, where enthusiasts share their experiences, designs, and improvements, fostering a collaborative environment [46][60] - The iterative nature of DIY projects allows for continuous improvement and adaptation based on feedback from peers, enhancing the overall quality of creations [46][68] - The spirit of sharing and collaboration in the DIY community reflects a broader trend of openness and creativity in modern society [46][68] Group 4: Historical Context and Evolution - The DIY concept has its roots in the 1960s in Western countries, evolving from a necessity for home repairs to a popular hobby and industry [47][49] - The introduction of industrial materials like aluminum profiles and linear shafts has revitalized the DIY culture, making it accessible to a new generation of creators [55][68] - As DIY becomes more mainstream, it challenges the perception of handmade goods as inferior, positioning them as valuable and desirable alternatives to mass-produced items [55][68]

因芝华仕沙发闻名的上市家居企业敏华控股，近日因一高管随意罚款言论"出圈"，引发热议。 01 高管因罚款言论引热议，企业回应 据《南方都市报》报道，近日有网友发帖称，"敏华家居电商部一刘姓高管要求员工不得在工位 就餐，强制加班并要求一天打卡6次，不愿意的自行离职"，质疑相关行为违反劳动法。 图据@厂里厂外那些事 该网友公布的聊天截图显示，今年5月，该刘姓高管在工作群里发文称，有同事"上班不在工 位"，有上厕所的，有"照镜子的、有奇怪理由的"，称"被我查到打游戏的，直接开除！吃东西 的，罚领导2000，主管1000，次主管500"，"无事不在岗位的，超过三次以上的月度工资降 2000"。此外，刘某被披露追加罚款内容称"下班不关电脑罚100"。 另一聊天截图显示，刘某在微信群表示"今天晚上进账大几千，团队建设经费又有了"，表示将 经费"买书籍，建图书馆"。上述言论引发网友热议。 据芝华仕电商部员工提供的《关于互联网品牌中心8S办公环境管理规定》显示，规定要求包括 离开工位超过10分钟需锁屏，离开时椅子归位。对违反规定的，直接责任人处50元经济处罚， 对所属部门负责人处以100元经济处罚，所有违规罚金均纳入"8S激励 ...

亏损金额同比收窄，海外储备订单回暖 曲美家居(603818) 林纸产品 [Table_Industry] /原材料 [Table_Invest] 评级： 增持 ——曲美家居跟踪报告 | [table_Authors] 刘佳昆(分析师) | 吕科佳(分析师) | [Table_Target] 目标价格： | 4.99 | | --- | --- | --- | --- | | 021-38676666 | 021-38676666 | | | | 登记编号 S0880524040004 | S0880525040069 | | | 本报告导读： 2024 年公司亏损金额同比收窄，同时现金储备及债务水平优化。从经营上来看，海 外订单企稳回升，国内产品竞争力提升&发力新媒体平台内容资产。 投资要点： | | | | 52 周内股价区间（元） | 2.07-3.92 | | --- | --- | | 总市值（百万元） | 2,645 | | 总股本/流通A股（百万股） | 689/687 | | 流通 B 股/H 股（百万股） | 0/0 | [Table_Balance] 资产负债表摘要(LF) -33% -21 ...

Group 1 - Vanke A's largest shareholder, Shenzhen Metro Group, plans to provide a loan of up to 3 billion yuan to the company for repaying bond principal and interest [1] - The loan term will not exceed 36 months, with an interest rate based on the 1-year Loan Prime Rate (LPR) minus 66 basis points, currently at 2.34% [1] Group 2 - Gongchuang Turf's stock price has increased for five consecutive trading days, with a total rise of 58.00%, significantly deviating from the Shanghai Composite Index [2] - The company generates 88.62% of its revenue from overseas, and is closely monitoring the uncertain U.S. tariff policies [2] - In 2024, the revenue from leisure grass and sports grass is projected to be 2.052 billion yuan and 594 million yuan, accounting for 69.93% and 20.25% of main business revenue, respectively [2] Group 3 - Jinling Sports announced that some venues in the Scottish Premier League used the company's football competition equipment, but the impact on the company's performance is currently minimal [3] Group 4 - Filinger's stock has seen significant increases, but the completion of the control transfer remains uncertain, pending regulatory approval [4] - The company has not disclosed any major changes in its fundamentals [4] Group 5 - Huamai Technology's business is currently focused on communication infrastructure, including optical communication products and wireless communication network construction products [5] Group 6 - Longbai Group plans to repurchase shares worth 500 million to 1 billion yuan for employee stock ownership plans, with a maximum repurchase price of 24.82 yuan per share [6] Group 7 - Stone Technology intends to issue H-shares and list on the Hong Kong Stock Exchange, pending shareholder approval and regulatory approvals [7] Group 8 - ST Tianyu and its actual controller are under investigation by the CSRC for suspected information disclosure violations, but this will not significantly impact the company's operations [8][9] Group 9 - Honghui Fruits' controlling shareholder is planning a share transfer that may lead to a change in control, resulting in a temporary suspension of trading [10] Group 10 - Cambridge Technology's major shareholders plan to reduce their holdings by up to 8.0413 million shares, representing 3.00% of the total shares [11] Group 11 - Jialin Jie announced that its controlling shareholder's associates received administrative penalties unrelated to the company, which will not affect its daily operations [12] Group 12 - GAC Group reported a May automobile sales figure of 117,698 units, a year-on-year decline of 24.80% [13] - Shennong Group sold 232,800 pigs in May, generating revenue of 413 million yuan [14] - Dabeinong sold 727,600 pigs in May, with revenue of 1.248 billion yuan [15] - Tangrenshen's pig sales increased by 47.69% year-on-year in May, with total revenue rising by 44.97% [16] Group 13 - Jiacheng International signed a two-year air transport service contract with a well-known e-commerce platform, ensuring annual revenue of no less than 500 million yuan [18] Group 14 - Zhonggu Logistics' shareholders plan to reduce their holdings by up to 3% of the company's shares [20] - CITIC Guoan intends to reduce its holdings of Hubei Broadcasting shares by up to 11.37 million shares [20]

Core Viewpoint - The recent reduction of tariffs between China and the United States has alleviated pressure on foreign trade enterprises, leading to a turnaround in production and operations [1] Company Strategies - The company in Luoyang, Henan, has seen a backlog of over 20,000 products due to previous order cancellations from U.S. clients, prompting a shift in focus to other overseas markets and retail consumers [1] - The company plans to deepen its diversified market strategy, targeting emerging markets in Japan, Europe, and Central Asia, while also enhancing its "semi-managed model" to reduce logistics and compliance costs [1] - The company aims to promote brand strategy and improve risk resistance through market diversification, technological independence, and supply chain optimization [1] Market Diversification Efforts - The hair products company in Henan has experienced a significant impact on orders, with a total of $4 million affected due to U.S. retailers halting orders since March [2] - The company is actively exploring new markets in Europe, Africa, Asia, and South America to reduce reliance on the U.S. market while also focusing on domestic market growth [2] - The automotive parts company in Nanyang has successfully entered the European high-end market by leveraging its offices in Germany, France, and Sweden, thus increasing revenue from regions outside the U.S. [2] Trade Data and Growth - In the first four months of 2025, Henan Province's foreign trade reached 275.77 billion yuan, a year-on-year increase of 29.5%, with exports growing by 44.1% and imports by 6.5% [3] - Trade with ASEAN and EU has seen rapid growth, with imports and exports to ASEAN increasing by 11% and to the EU by 19.2% [3] - The province is also enhancing support for foreign trade enterprises through initiatives like "Foreign Trade Quality Products China Tour" and "Double Product Online Shopping Festival," resulting in a 42% domestic sales conversion rate [3] Financial Support Initiatives - Henan Province has implemented ten financial measures to provide comprehensive services to foreign trade enterprises, ensuring each company has at least one bank for tracking services [4] - Customized financial service plans are being developed based on the operational characteristics of each foreign trade enterprise [4] - The province aims to expand the coverage of export credit insurance to over 45% and explore "cross-border e-commerce insurance" through a co-insurance model [4]

Group 1 - The core point of the article is the significant change in control at Filinger, marking a turning point after years of internal conflict and poor performance, with new shareholders aiming to revitalize the company through collaboration with local government and industry capital [1][10] - The share transfer involved two different pricing systems, with the controlling shareholder transferring 25% of shares at 7.88 yuan per share, while the German shareholder sold 27.22% at 6.73 yuan per share, highlighting a rare price discrepancy of 11.3% in the A-share market [2][3] - The new controlling shareholder, Anji Yiqing, is expected to restructure the board and management, with plans to introduce a professional manager to oversee daily operations, indicating a shift towards a more organized governance structure [4][5] Group 2 - Filinger, established in 1921, was once the largest manufacturer of engineered wood flooring in China, but its revenue from engineered wood flooring has plummeted to 187 million yuan, only 40% of its peak in 2018, reflecting a severe impact on its performance [6][8] - The real estate industry's shift towards fully furnished homes has drastically changed market dynamics, with the average price of wood flooring in engineering channels dropping from 98 yuan per square meter in 2020 to 62 yuan per square meter in 2024, putting pressure on Filinger's pricing strategy [7][8] - In 2024, Filinger reported a revenue decline of 14.86% to 336 million yuan, with a net loss of 37.31 million yuan, marking its second consecutive year of losses, and the first quarter of 2025 showed a further revenue drop of 33.94% [6][9] Group 3 - The new shareholders are expected to leverage their background in industry capital and local government support to enhance Filinger's operational capabilities and explore new business avenues, including smart home and eco-friendly materials [10][11] - The involvement of local government resources may provide Filinger with advantages in land acquisition, production expansion, and compliance with environmental regulations, which are increasingly stringent [11] - The resolution of the long-standing internal conflict presents an opportunity for Filinger to transition from a manufacturer to a service provider, potentially serving as a model for industry transformation [11]

Core Viewpoint - The company has announced its 2024 annual profit distribution plan, which includes a cash dividend of RMB 10.00 per 10 shares, with no stock dividends or capital reserves being converted into share capital [2][3]. Group 1: Profit Distribution Plan - The profit distribution plan was approved at the shareholders' meeting on May 16, 2025, and will be based on the total share capital excluding shares held in the company's repurchase account [2][3]. - The total cash dividend to be distributed amounts to RMB 393,367,411.00, which will be adjusted based on any changes in total share capital before the distribution date [2][3]. - The cash dividend per share will decrease due to the unchanged total share capital post-distribution, calculated as RMB 393,367,411.00 divided by 400,010,000 shares, resulting in approximately RMB 0.9833939 per share [3]. Group 2: Key Dates - The record date for the profit distribution is set for June 6, 2025, and the ex-dividend date is June 9, 2025 [4]. Group 3: Distribution Method - The cash dividends will be directly credited to the shareholders' accounts through their securities companies or other custodians on the ex-dividend date [5].

关于本栏目 高频数据难懂？挖掘信息不易？【图说经济】每周一期，与您一同从高频数据库中抽丝剥茧，看 懂全球经济的新变化。如需底层数据库，欢迎联系国金宏观团队。 本期Headline 韩国出口明显 " 分化 " 中美航线货运量持续好转 618 前置，线上家具销售迅速增长 高频数据预测 5 月 GDP 增速企稳于 5.4% 韩国出口明显"分化" 韩国对香港、日本、中国台湾出口强，对中美欧出口弱： 5月前20日，韩国出口同比增速从4月 的-5.3%上行至-2.4%。其中，韩国对中国、美国、欧盟的出口增速从4月-3.5%、-14.4%、13.9%下滑 至-7.2%、-14.6%、-2.7%，表现偏弱。相反，对越南、中国香港、日本、中国台湾出口增速 从-0.1%、-22.4%、-14.7%、22%上行至3.0%、4.5%、-4.5%、28.2%。对中国台湾出口增速维持高位 或与半导体行业相关。 韩国电子、家电、半导体出口强，其余弱：分行业看，5月前20日韩国半导体出口同比从10.7%进一 步上行至17.3%，在各行业出口增速位居第一。此外，钢铁制品、手机、汽车零件同比增速分别从 四月的-8.8%、-0.5%、-1.7%下 ...