分红方面，趣睡科技A股上市后累计派现2572.10万元。 10月13日，趣睡科技跌0.36%，成交额4580.41万元。两融数据显示，当日趣睡科技获融资买入额414.02 万元，融资偿还519.97万元，融资净买入-105.95万元。截至10月13日，趣睡科技融资融券余额合计 8600.50万元。 融资方面，趣睡科技当日融资买入414.02万元。当前融资余额8600.50万元，占流通市值的4.26%，融资 余额超过近一年50%分位水平，处于较高位。 融券方面，趣睡科技10月13日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，成都趣睡科技股份有限公司位于中国(四川)自由贸易试验区成都高新区天府大道中段1268号 1栋7楼8号，成立日期2014年10月22日，上市日期2022年8月12日，公司主营业务涉及高品质易安装家 具、家纺等家居产品的研发、设计、生产(以外包生产方式实现)与销售。主营业务收入构成为：床垫产 品37.06%，枕头产品28.62%，被子、毯类产品13.57%，床类产品12.5 ...

Core Viewpoint - The stock of Feiling Group (603226) experienced a significant increase of 9.15% in a single trading day, with a trading volume of 5.21 billion yuan and a volatility of 21.16% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's "龙虎榜" due to its daily volatility reaching 21.16%, with a total net selling of 18.05 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction volume of 173 million yuan, with buying transactions amounting to 77.42 million yuan and selling transactions totaling 95.48 million yuan, resulting in a net selling of 18.05 million yuan [2] - The largest buying brokerage was Guotai Junan Securities Co., Ltd. headquarters, with a purchase amount of 24.37 million yuan, while the largest selling brokerage was GF Securities Co., Ltd. Shanghai Caoxi North Road branch, with a selling amount of 32.19 million yuan [2][3] Historical Performance - Over the past six months, the stock has appeared on the "龙虎榜" eight times, with an average price increase of 2.44% the day after being listed and an average increase of 9.60% over the following five days [2] Financial Performance - In the first half of the year, the company reported a total revenue of 136 million yuan, reflecting a year-on-year growth of 13.83%, but incurred a net loss of 26.93 million yuan [3]

融券方面，趣睡科技10月10日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，成都趣睡科技股份有限公司位于中国(四川)自由贸易试验区成都高新区天府大道中段1268号 1栋7楼8号，成立日期2014年10月22日，上市日期2022年8月12日，公司主营业务涉及高品质易安装家 具、家纺等家居产品的研发、设计、生产(以外包生产方式实现)与销售。主营业务收入构成为：床垫产 品37.06%，枕头产品28.62%，被子、毯类产品13.57%，床类产品12.56%，沙发产品2.91%，生活周边产 品2.81%，其他家具产品2.47%，其他(补充)0.00%。 10月10日，趣睡科技涨0.08%，成交额3607.41万元。两融数据显示，当日趣睡科技获融资买入额339.72 万元，融资偿还331.73万元，融资净买入7.98万元。截至10月10日，趣睡科技融资融券余额合计8706.45 万元。 融资方面，趣睡科技当日融资买入339.72万元。当前融资余额8706.45万元，占流通市值的4.30%，融资 余额超 ...

Investment Rating - The report maintains an "Outperform" rating for the light industry manufacturing sector, indicating a positive outlook compared to the broader market [2]. Core Insights - The report highlights the resilience of defensive assets and manufacturers with overseas production capabilities amid fluctuations in the trade environment between China and the U.S. Recommended stocks include Meiyingsen, Yutong Technology, and Yongxin Co., with a focus on companies like Jiangxin Home and Aopu Technology [1][5]. - The light industry manufacturing sector is expected to see a steady performance in Q3, with leading companies in personal care maintaining stable operations and overseas manufacturers strengthening their competitive edge [1][5]. Summary by Sections Light Industry Manufacturing - The light industry manufacturing index increased by 0.71% from October 8 to October 10, 2025, outperforming the CSI 300 index, which decreased by 0.51% [11]. - Key companies expected to perform well include Meiyingsen (projected Q3 net profit growth of 20%-30%), Yutong Technology (5%-15%), and Yongxin Co. (0%-10%) [6][7]. Home Furnishing - The home furnishing sector is experiencing pressure, with a notable bankruptcy in the custom home industry reflecting challenges for smaller firms. However, leading companies are expected to gain market share as demand stabilizes [5][6]. - The report suggests a left-side investment opportunity in home furnishing stocks, particularly those with high dividend yields [5]. Paper and Packaging - The report notes a mixed performance in the paper and packaging sector, with prices for various paper types showing fluctuations. For instance, double glue paper prices decreased by 50 RMB/ton, while corrugated paper prices increased by 65.62 RMB/ton [37]. - The overall revenue for the paper and paper products industry saw a decline of 1.9% year-on-year from January to August 2025, indicating a challenging environment [46][48]. Consumer Goods - The consumer goods segment is expected to benefit from a strong Q4, with companies like Zhengkang Oral Care and Mingyue Lens projected to see revenue growth of 10%-20% and 0%-10%, respectively [6]. - The report emphasizes the potential for growth in the personal care sector, particularly with brands expanding their marketing channels [6]. Export Chain - The report discusses the impact of U.S. tariffs on imported furniture and cabinetry, which may benefit companies with established overseas production capabilities [6]. - Companies like Zhongxin Co. and Jiangxin Home are highlighted as key players in the export chain, with expected net profit declines of 20%-10% for Q3 [6]. Cost Tracking - The report provides insights into cost trends, noting a decrease in shipping costs and fluctuations in raw material prices, which could impact overall profitability in the sector [33][40].

Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - The report emphasizes the importance of Q3 performance, indicating a potential valuation shift in the new consumption sector [2] - The report highlights various sectors including paper manufacturing, exports, new tobacco, smart glasses, home furnishings, gold and jewelry, two-wheelers, pets, cross-border e-commerce, IP retail, and maternal and child products, each with specific insights and recommendations [2][3][4][5] Summary by Relevant Sections Paper Manufacturing - Overseas pulp mills continue to suspend operations, maintaining strong pulp prices. The report suggests monitoring companies like Sun Paper, Xianhe Co., and Nine Dragons Paper for potential recovery in cultural paper prices [2][3] Exports - The report notes renewed tariff disputes and emphasizes the importance of export leaders with sufficient overseas capacity. Companies like Craft Home and Yongyi Holdings are highlighted for their global layout [2][3] New Tobacco - HILO's entry into the European market is noted, with expectations for significant growth in Italy. The report suggests monitoring companies like Smoore International and China Tobacco Hong Kong [2][3] Smart Glasses - Meta's new product is experiencing high demand, indicating a potential breakthrough for the smart glasses industry. Companies like KANAT and Mingyue Optical are recommended for investment [2][3] Home Furnishings - The report indicates a weakening market in October, with expectations for further deterioration in the housing market. Companies like Gujia and Midea are suggested for their stable cash flow [2][3] Gold and Jewelry - The report notes strong sales during the National Day holiday, with brands like Chow Tai Fook expected to raise prices. Companies like Lao Pu Gold and Chow Sang Sang are highlighted for their growth potential [2][3] Two-Wheelers - Taotao Industry is projected to see significant profit growth, driven by electric low-speed vehicles. Companies like Yadea and Aima Technology are recommended for their market share potential [2][3] Pets - The report highlights strong sales performance during the National Day holiday, with brands like Desire and Frigat showing significant growth. Companies like Petty and Zhongchong are suggested for their competitive advantages [2][3] Cross-Border E-commerce - The report discusses the Amazon fall promotion and the increasing dominance of top sellers. Companies like Anker Innovations and Jihong Holdings are recommended for their global strategies [2][3] IP Retail - MINISO's new store format and Pop Mart's successful Halloween blind box sales are noted as trends in the retail sector. Both companies are suggested for their innovative approaches [2][3] Maternal and Child Products - The report emphasizes the deepening channel transformation in the maternal and child industry, with companies like Kidswant and Aiyingshi leading the way [2][3]

零售消费行业生成式AI及数据应用丨 研究报告 序言： 当前零售行业正处在由高速增长转向存量竞争的阶段，企业亟需通过数字化技术与方法论重塑"人、货、 场"。生成式AI与数据的融合应用，为企业提供了从外部用户运营到内部决策优化，再到全球化拓展的全链 路解决方案，将通过挖掘消费者需求、提升运营效能、抢占海外市场，帮助零售消费企业重塑增长曲线。本 报告针对零售消费企业进行定量调研，重点围绕生成式AI与数据的需求偏好、应用价值等内容展开，并梳理 美妆、鞋服、家居三大细分行业的应用链路，供零售消费企业参考。 零售消费由高速增长转向存量竞争 人货场数字化重构：围绕消费者全域延伸触点，精准匹配供需 早期市场红利期，需求侧动能强劲，企业可依托经济上行实现自然增长。随着市场竞争的加剧，企 业亟需通过数字化技术与方法论重塑 " 人、货、场 " ，稳固既有流量池、提高销售转化率与库存周 转率，持续降低运营成本。其中，精细化洞察消费者需求、扩展消费者触点、基于数据精准选品与 推广等是实现人货场重塑的关键。 需求侧变革：以用户为中心 消费者购买理性与专业度上升，企业关注点由流量经济转向会员经济 后疫情时代，消费者回归理性， "流量为王" ...

国庆黄金周，MLILY梦百合2025年"曼联季"活动进入高潮环节，MLILY梦百合携手曼联传奇球星安迪· 科尔，共同启动跨越上海、杭州、合肥、长沙、深圳、重庆、北京七城的"曼联季"主题巡游，将足球文 化与0压睡眠场景深度融合，通过线下球迷0距离互动、梦百合0压酒店探访与直播福利等多重形式，点 燃节日热潮，为全国球迷与消费者带来一场沉浸式的红魔体验盛宴，进一步夯实梦百合作为曼联全球官 方合作伙伴的品牌影响力。 随后，安迪·科尔现身MLILY梦百合各大城市门店，与球迷和消费者展开0距离互动，共同挑战九宫格射 门、网式足球等趣味项目。在梦百合特别打造的曼联主题场景中，球迷与消费者不仅能够近距离感受到 MLILY梦百合0压睡眠产品的舒适支撑与运动恢复功能，更深刻体会到曼联足球运动与现代健康生活方 式的融合。 0距离互动引爆现场，沉浸式体验强化用户共鸣 10月1日，MLILY梦百合曼联季线下活动在上海率先启幕。曼联传奇球星安迪·科尔与梦百合家居董事长 倪张根共同亮相梦百合0压酒店，面对面交流曼联足球精神，探索足球精神与睡眠科技的内在联结。并 通过线上直播向球迷展示梦百合0压酒店的曼联主题酒吧、主题客房的独特魅力，生动呈 ...

Core Insights - The article highlights the advancements in smart manufacturing in Hangzhou, with a focus on the recognition of six local companies as exemplary smart factories by the Ministry of Industry and Information Technology [3][4] - The concept of smart manufacturing is positioned as a crucial task for promoting new industrialization, aiming to create a domestic evaluation system for smart factories in China [3] Group 1: Smart Factory Recognition - Six companies from Hangzhou have been recognized as "Exemplary Smart Factories," bringing the total to 12 in the city [3] - The recognized companies include Gujia Home Furnishing Co., Ltd., Huali Technology Co., Ltd., Zhejiang Chuanhua Chemical Co., Ltd., Zhejiang Dashengda Packaging Co., Ltd., Zhejiang Wanxiang Precision Manufacturing Co., Ltd., and Zhongce Rubber Group Co., Ltd. [3] Group 2: Smart Manufacturing Advancements - The smart factory at Dashengda integrates digital technology to revolutionize production modes, exemplified by its "12810" production code, which signifies a streamlined order response and delivery process [3][4] - Dashengda has developed 15 typical smart manufacturing scenarios that enhance various operational aspects, including research, design, production, and management [4] Group 3: Industry Transformation in Hangzhou - Hangzhou's manufacturing sector has undergone a digital transformation journey, evolving from "machine replacement" to "future factories," establishing a comprehensive smart manufacturing cultivation system [4] - The city has achieved significant milestones, including 12 exemplary smart factories, 17 industrial internet pilot projects, and numerous other recognitions in smart manufacturing and AI applications [4] Group 4: Future Directions - Hangzhou aims to focus on "AI + Manufacturing" as a primary direction, promoting AI application demonstrations and enhancing the smart manufacturing cultivation system [4] - The goal is to lead the new trend of AI empowering the manufacturing industry, accelerating the digital transformation of manufacturing to achieve higher quality development [4]

每经AI快讯，有投资者在投资者互动平台提问：公司通过旗下德韬基金投资了多少金额给炒菜机器人 公司不停科技？ 金牌家居（603180.SH）10月9日在投资者互动平台表示，感谢您对公司的关注！公司于2022年6月与深 圳天使投资引导基金、深圳中海资本等共同投资设立了深圳市德韬汇鑫天使投资合伙企业（有限合 伙），该合伙型基金主要聚焦于深圳市扶持和鼓励发展的战略性新兴产业，包括智能家居、物联网、人 工智能、智能制造等领域，具体您可查阅公司此前发布的相关公告（公告编号：2022-051）。目前，公 司通过该合伙型基金投资间接参股了一家专注于利用人工智能和机器人技术为餐饮行业提供智能化解决 方案的企业—深圳市不停科技有限公司1.01%的股权。 （记者 曾健辉） ...

2025年国庆、中秋假期期间，山东省消费市场呈现活力释放、运行平稳的态势。山东省商务厅认真落实省委、省政府和商务部相关工作部署，提前印发《关 于做好2025年国庆、中秋假期市场监测保供等工作的通知》，通过扎实组织市场供应、密切监测市场运行，有效保障了全省生活必需品市场供应充足、秩序 井然。 生活必需品价稳货足，民生保障坚实有力 节日期间，山东省启动市场供应异常波动情况报告制度，每日监测重点生活必需品批发价格。据山东省商务厅数据，2025年10月8日，全省鸡蛋、水产品、 猪肉、食用油批发均价比节前（2025年9月30日）分别有所下降；禽类、水果批发价格与节前持平；蔬菜、粮食价格略有上涨。总体看，主要生活必需品价 格运行平稳。 在市场供应方面，山东省商务厅督促商贸流通企业加强货源组织与产销衔接，切实保障粮、油、肉、蛋、菜等供应。监测数据显示，10月8日，全省重点零 售企业库存充足，粮食、食用油、猪肉、蛋类、蔬菜等可满足企业多日销售需求，市场供应基础稳固。 消费市场活力持续释放，销售数据稳步增长 在各项促消费政策和企业积极营销的共同作用下，山东省消费市场活力得到有效释放。国庆假期期间，全省500家重点零售企业销售额 ...