以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总：美克家居为全资子公司提供总计2.2亿元担保，并将召开2025年第二次临时股东大 会审议此议案。 公司公告汇总 截至2025年6月13日收盘，美克家居（600337）报收于2.15元，较上周的2.18元下跌1.38%。本周，美克 家居6月9日盘中最高价报2.36元。6月13日盘中最低价报2.13元。美克家居当前最新总市值30.9亿元，在 家居用品板块市值排名41/70，在两市A股市值排名4131/5150。 本周关注点 美克国际家居用品股份有限公司第八届董事会第三十六次会议决议公告，会议决定为全资子公司新疆美 克家居投资、新疆美克商业提供17000万元担保，全资子公司美克国际家私（天津）制造有限公司为上 述两家公司提供5000万元担保，担保期限以担保合同为准。此预案需提交至公司2025年第二次临时股东 大会审议。此外，公司将于2025年6月26日召开第二次临时股东大会，审议关于公司为全资子公司、全 资子公司为全资子公司提供担保的议案。股权登记日为2025年6月19日，会议地 ...

近日，代表中国品牌营销数字化领域最高专业水平的虎啸奖正式发布，该评选从引领品牌成长、推动行 业进步、承担社会公共责任等方面出发，评选梦百合家居董事长、MLILY梦百合品牌创始人倪张根 为"2024-2025年度品牌人物"。 虎啸奖由中国商务广告协会指导主办，参评者众多，以严苛标准著称，堪称行业风向标。本届虎啸奖 以"智驭时代"为评选主题，强调"价值坚守"的意义：当流量的浪潮褪去，品牌价值持续绽放，对效率的 战术追逐，不如对价值的战略坚守。而倪张根，正是品牌价值的坚定追求者，他坚持"提升人类的深度 睡眠"、"改变中国人睡硬床的传统观念"，让MLILY梦百合品牌在商业价值之外，更多了一层难能可贵 的社会价值。 此外，倪张根不仅持续通过个人抖音、视频号等自媒体开展睡眠科普相关的直播，发布短视频，听取用 户的声音，为用户答疑解惑，甚至走进用户家里，和用户面对面交流。截至目前，倪张根在全网拥有两 百多万粉丝，并多次登上新榜企业家IP抖音影响力排行榜TOP20，被称为"A股最勤奋董事长"。 "我们是行业的逆行者，逆行确实很痛。"倪张根表示，为坚守"不做硬床、不用椰棕、不碰乳胶"的底 线，梦百合国内市场多年来仍暂未盈利。 ...

Betterware (BWMX) Conference June 11, 2025 04:00 PM ET Speaker0 To introduce Andres Campos, the CEO of the company, as well as Rodrigo Munoz as well, who is the CFO of Vefra. The format for today will be a management presentation, for the twenty or so minutes, and then we will open up for q and a. For those in the audience who do have questions, please type them into the bottom of the Zoom screen within the q and a tab, and we'll get to as many questions as we can at the end of management's prepared remarks ...

证券研究报告 | 首次覆盖报告 gszqdatemark 2025 06 11 年 月 日 东鹏控股（003012.SZ） 零售深耕、现金充沛，存量时代逐步筑底 C 端零售起家，经营质量优异。东鹏控股主营瓷砖和卫浴业务，瓷砖是主 要收入利润来源，收入占比 80%以上，渠道以经销渠道为主，占比 60% 以上。从客户穿透来看，零售及中小微工程占比 70%以上，地产战略工程 占比 15%，剩余为市政、整装等小 B 业务。2024 年受需求减弱、市场竞 争激烈影响，收入 64.7 亿元，同比下滑 16.8%，归母净利润 3.3 亿元， 同比下滑 54.4%。 二手房提供需求支撑，供给侧加速出清，行业贝塔改善。新建需求仍在下 滑，但存量需求持续增长，尤其是以二手房为代表的重装需求，2024 年下 半年以来二手房成交持续火热为 2025 年需求带来了边际改善，并且存量 需求占比的不断提升，以及新建需求降幅的自然收敛，2026 年起家装需 求有望迎来拐点。厨卫是存量改造首选区域，瓷砖作为厨卫焕新的材料需 求受益明显，同时行业供给侧的洗牌已经开始，市场化是本轮行业出清的 主要力量，并且在能耗管控和双碳背景下，行业的落后产能有 ...

证券研究报告 | 首次覆盖报告 gszqdatemark 2025 06 11 年 月 日 东鹏控股（003012.SZ） 零售深耕、现金充沛，存量时代逐步筑底 C 端零售起家，经营质量优异。东鹏控股主营瓷砖和卫浴业务，瓷砖是主 要收入利润来源，收入占比 80%以上，渠道以经销渠道为主，占比 60% 以上。从客户穿透来看，零售及中小微工程占比 70%以上，地产战略工程 占比 15%，剩余为市政、整装等小 B 业务。2024 年受需求减弱、市场竞 争激烈影响，收入 64.7 亿元，同比下滑 16.8%，归母净利润 3.3 亿元， 同比下滑 54.4%。 二手房提供需求支撑，供给侧加速出清，行业贝塔改善。新建需求仍在下 滑，但存量需求持续增长，尤其是以二手房为代表的重装需求，2024 年下 半年以来二手房成交持续火热为 2025 年需求带来了边际改善，并且存量 需求占比的不断提升，以及新建需求降幅的自然收敛，2026 年起家装需 求有望迎来拐点。厨卫是存量改造首选区域，瓷砖作为厨卫焕新的材料需 求受益明显，同时行业供给侧的洗牌已经开始，市场化是本轮行业出清的 主要力量，并且在能耗管控和双碳背景下，行业的落后产能有 ...

Group 1: IPO Approvals - Five companies have successfully passed the IPO hearing on June 9-10, including Yaojie Ankang, Yingtong Holdings, Saint Bella, Xiangjiang Electric, and Cao Cao Mobility [1] - Two companies, Guangzhou Yinnuo Pharmaceutical Group and Shenzhen Chuangzhixin Lian Technology, have submitted their IPO applications [12][13] Group 2: Yaojie Ankang - Yaojie Ankang is a biopharmaceutical company focused on developing innovative therapies for tumors, inflammation, and cardiovascular metabolic diseases [1] - The company's core product, Tinengotinib, is a multi-target kinase inhibitor currently undergoing two pivotal clinical trials for cholangiocarcinoma [2] Group 3: Yingtong Holdings - Yingtong Holdings is the largest perfume group in China (including Hong Kong and Macau) excluding brand owners [3] - The company operates a comprehensive sales and distribution network across over 400 cities in China, leveraging both offline and online channels [4] Group 4: Saint Bella - Saint Bella is a leading postpartum care and recovery group in China, aiming to become a comprehensive family care brand in Asia [6] - The company is recognized as the largest postpartum care group in Asia based on revenue from maternity centers [7] Group 5: Xiangjiang Electric - Xiangjiang Electric is a manufacturer of household appliances in China, primarily operating under ODM/OEM models [8] - The company ranks as the tenth largest in the kitchen small appliances sector in China, with a market share of 0.8% [8] Group 6: Cao Cao Mobility - Cao Cao Mobility is a ride-hailing platform incubated by Geely Group, operating in 136 cities as of December 31, 2024 [10] - The company's total gross transaction value (GTV) reached RMB 12.2 billion in 2023, reflecting a 37.5% increase from 2022 [10] Group 7: Guangzhou Yinnuo Pharmaceutical - Guangzhou Yinnuo Pharmaceutical focuses on developing therapies for diabetes and metabolic diseases, with a core product targeting type 2 diabetes [12] - The company has a pipeline that includes several candidates in clinical and preclinical stages [12] Group 8: Shenzhen Chuangzhixin Lian Technology - Shenzhen Chuangzhixin Lian is a leading provider of metallization interconnect plating materials and key process technologies in China [13] - The company is recognized as the largest domestic supplier of wet process plating materials in the Chinese market [13]

证券代码：600337 证券简称：美克家居 编号：临 2025-027 天津美克 美克商业 5,000 本预案需提交至公司 2025 年第二次临时股东大会审议。 美克国际家居用品股份有限公司 第八届董事会第三十六次会议决议公告 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。 美克国际家居用品股份有限公司（以下称"公司"）第八届董事会第三十六 次会议于 2025 年 6 月 10 日以通讯方式召开，会议通知已于 2025 年 6 月 5 日以 书面形式发出。公司董事共 9 人，参会董事 9 人，会议召开符合《公司法》和《公 司章程》的规定。与会董事以通讯表决方式一致通过如下决议： 一、审议通过了关于公司为全资子公司、全资子公司为全资子公司提供担保 的议案 根据公司生产经营及业务发展需要，公司拟为全资子公司、全资子公司拟为 全资子公司提供担保，具体情况如下： 担保方 被担保方 担保额度（万元） 担保期限 美克家居 新疆美克家居投资、新疆 17,000 以担保合同为准 表决结果：同意 9 票、反对 0 票、弃权 0 票 二、审议通过 ...

Group 1 - Kaichun Co., Ltd. adjusted the share repurchase price limit from 26.625 yuan/share to 40 yuan/share, effective from June 10, 2025 [1] - Yipin Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, a Class 3 chemical drug used for sedation during anesthesia [1] - Bohui Innovation obtained a medical device registration certificate for HPV Genotyping Test Kit, used for qualitative detection of HPV DNA [1][2] Group 2 - Lingyi Zhi Zao's application for issuing convertible bonds and cash payment to acquire 66.46% of Jiangsu Kedasiteng Automotive Technology Co., Ltd. has been accepted by the Shenzhen Stock Exchange [3] - Kemin Food reported a 23.06% year-on-year increase in pig sales in May, with a total of 48,300 pigs sold [4][5] - Meian Sen decided to terminate the issuance of shares to specific objects due to market conditions and strategic considerations [6][7] Group 3 - Zhengbang Technology reported a 146.6% year-on-year increase in pig sales revenue in May, totaling 731 million yuan [9] - Yuanda Holdings plans to reduce the registered capital of its subsidiary from 73 million to 24.3 million USD to optimize asset structure [10] - East China Pharmaceutical's subsidiary received FDA approval for clinical trials of HDM1010 tablets for type 2 diabetes [12] Group 4 - Liangxin Co., Ltd. received a government subsidy of 14.1 million yuan, accounting for 4.52% of its audited net profit for 2024 [13] - Erkang Pharmaceutical's Vitamin B6 Injection passed the consistency evaluation for generic drugs [14] - New Industry received a patent certificate for an antibody related to anti-PIC detection, enhancing detection efficiency [16][15] Group 5 - Dongxing Medical signed a 6 million yuan technology development contract with Shanghai Jiao Tong University for collagen preparation processes [16] - Suchang Chai A's subsidiary will absorb and merge another subsidiary, adjusting internal equity structure [17] - Yibin Technology received a project designation notice from a domestic new energy vehicle company, with an estimated total sales of 256 million yuan over five years [18] Group 6 - Mingchen Health received a cash dividend of 20 million yuan from its subsidiary [19] - Hendi Pharmaceutical obtained a drug registration certificate for Ibuprofen Suspension, a common medication for children [19] - Huaren Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, classified as a Category B drug under national medical insurance [20] Group 7 - Enwei Pharmaceutical obtained a renewed drug production license for six key products [21] - Xiaoming Co., Ltd. reported a 45.59% year-on-year increase in chicken product sales in May, totaling 23.25 million birds [23][24] - Shan Natural Gas successfully issued a 350 million yuan short-term financing bond with a 1.78% interest rate [25] Group 8 - Xidamen announced plans for board members to reduce their holdings by up to 581,000 shares [26] - Shentong Technology's shareholder plans to reduce holdings by up to 3% of the company's shares [27] - Saintno Bio plans to distribute a cash dividend of 0.14 yuan per share and a capital increase of 0.4 shares per share [28] Group 9 - *ST King Kong's subsidiary received a debt transfer notice from its controlling shareholder, totaling 364 million yuan [29] - Foxit Software's executives plan to reduce their holdings by a total of 55,800 shares [30] - Youyou Green Energy plans to apply for a bank credit line of up to 1.5 billion yuan [31] Group 10 - Guoxing Optoelectronics plans to distribute a cash dividend of 0.5 yuan per 10 shares [32] - Guangxun Technology plans to distribute a cash dividend of 2.6 yuan per 10 shares [33] - Hanrui Cobalt plans to distribute a cash dividend of 1.5 yuan per 10 shares [35] Group 11 - Tigermed plans to distribute a cash dividend of 3 yuan per 10 shares [37] - Shenliang Holdings plans to distribute a cash dividend of 1.5 yuan per 10 shares [38] - Yishitong plans to distribute a cash dividend of 1 yuan per 10 shares [39]

①中信证券：港股的流动性还在持续改善；②招商证券：重点围绕传统产能出清等领域布局；③光大证 券：预计指数整体将维持震荡；④华宝证券：短期以稳应变。 沪指本周累计涨1.13%，深成指累计涨1.42%，创业板指累计涨2.32%。A股后市怎么走？看看机构怎么 说： ①中信证券：港股的流动性还在持续改善，如果随海外市场出现波动是较好的增仓机会 中信证券研报指出，从市场层面来看，A股小微盘和题材普遍在高位，在经过4~5月的极致演绎后，可 能会出现波动。从应对思路来看，抵御宏观扰动依赖AI这样的高景气度产业趋势，近期北美在AI应用 端在发生新的积极变化，中国市场不久也会跟上；跨市场的均衡配置是另一条应对思路，港股的流动性 还在持续改善，如果随海外市场出现波动是较好的增仓机会。 招商证券研报称，今年以来中小风格占优，A股涨幅中位数是2022年以来最高水平，市值因子是最显著 的因子，即市值越小表现越好。下一个阶段应选择当前SIRR比较高，并且半年报业绩增速边际改善的 个股。除此之外，随着经济稳定度提高，业绩边际改善的高SIRR的300质量成长也有望逐渐崛起。行业 配置方面重点围绕传统产能出清、新消费崛起、以及行业景气度较高的 ...

证券研究报告 | 债券市场专题研究 | 债券研究 债券市场专题研究 报告日期：2025 年 06 月 08 日 仓位中性，择券为主 ——可转债周度跟踪 核心观点 本周市场震荡上行，主要宽基指数和转债指数震荡上行，市场主线尚不明确，短期市 场依旧在等待增量信息。可转债市场同权益市场共振，同步表现出温和回暖迹象，成 交活跃度有所提升，估值结构继续分化，资金配置重心从极致弹性向高确定性方向回 归，维持 "稳配置+选弹性"双轮驱动策略。债市维度，未来三周同业存单到期压力 仍然偏大，跨季资金面压力不容忽视。债市经历较长的震荡调整后投资者的观望情绪 较浓，若央行 6 月重启买卖国债操作以呵护跨季流动性，投资者对该信号的观测或偏 滞后，因此 6 月或难以迎来利率的流畅下行。 经济基本面改善不足；国内流动性收紧；海外风险事件超预期；历史经验不代表 未来 分析师：沈聂萍 执业证书号：S1230524020005 shennieping@stocke.com.cn 研究助理：章恒豪 zhanghenghao@stocke.com.cn 相关报告 1 《6 月布局，把握三季度债市 做多窗口》 2025.06.07 2 《二永价值好 ...