天眼查App显示，近日，江西黄细敏建材有限公司成立，法定代表人为黄细红，注册资本10万人民币， 经营范围为许可项目：家禽饲养，水产养殖（依法须经批准的项目，经相关部门批准后在许可有效期内 方可开展经营活动，具体经营项目和许可期限以相关部门批准文件或许可证件为准）一般项目：消防技 术服务，五金产品批发，五金产品零售，建筑陶瓷制品销售，轻质建筑材料销售，建筑防水卷材产品销 售，建筑材料销售，五金产品研发，五金产品制造，家具安装和维修服务，家具销售，家具制造，家具 零配件销售，消防器材销售，安全、消防用金属制品制造，金属工具销售，家政服务，门窗销售，室内 木门窗安装服务，金属门窗工程施工，门窗制造加工，建筑装饰材料销售，劳务服务（不含劳务派 遣），楼梯销售，建筑用金属配件销售，日用陶瓷制品销售，蔬菜种植，谷物种植，水果种植，园林绿 化工程施工（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

"以前来南康采购家具，经常能闻到油漆味，今年再来，感觉空气清新多了，路边的香樟树味都能闻 到。"江西省赣州市南康区国际家具城中心市场，正在采购的广东客商王杰感叹。他感受到的变化，正 是南康家具产业绿色蝶变的一个缩影。 作为远近闻名的"木匠之乡"，凭借改革开放后"十万木匠下广东"积累的技术与资本，南康于1993年诞生 了第一家本地家具厂。经过30余年的耕耘，南康目前已成为国内最大的家具生产制造基地。 随着家具产业不断做大，"成长的烦恼"随之而来。 "过去家具喷涂传统的油性漆，在喷漆车间干活，需要戴三层口罩。"油漆工刘志华说。 "大家产品差不多，只能拼价格，利润薄得像纸。"江西恩多元家具有限公司负责人黎忠清说，同质化竞 争让"价格内卷"愈演愈烈。 "党委引导，技术支撑，加上龙头示范与市场驱动，越来越多的家具企业加入绿色转型行列。"赣州市委 常委、南康区委书记何善锦说，南康区90%以上家具喷涂企业自主选择"油改水"源头替代，水性漆环保 家具已成为南康家具新的核心竞争力，去年交易额突破300亿元。 转型发展添活力，绿色蝶变更富民。今年上半年，南康家具产业集群产值突破1400亿元，产品出口到 100多个国家和地区，带动 ...

"大家产品差不多，只能拼价格，利润薄得像纸。"江西恩多元家具有限公司负责人黎忠清说，同质化竞 争让"价格内卷"愈演愈烈。 市场需求也在转向。"现在客户进门就问有没有环保检测报告，传统的油性漆家具越来越难卖了。"家具 经销商魏勇坦言。南康区家具协会会长罗海龙说："传统的油性漆家具已不适应市场需求，绿色转型势 在必行。" 2023年，南康启动"油改水"，在家具喷涂过程中用环保的水性涂料全面替代传统油性涂料。这项绿色转 型能降低80%以上的挥发性有机化合物排放，满足消费者日益升级的环保家具需求。 然而，由于木材天然具有亲水性，传统水性涂料难以实现有效封闭，生产出的家具容易变形、开裂。南 康区引入基于Q—POSS（多面体低聚倍半硅氧烷）技术的创新涂层，不仅攻克了这个技术难题，还使 生产的木质家具实现"零苯零甲醛"，喷涂效果达到国家直排标准。 "以前来南康采购家具，经常能闻到油漆味，今年再来，感觉空气清新多了，路边的香樟树味都能闻 到。"江西省赣州市南康区国际家具城中心市场，正在采购的广东客商王杰感叹。他感受到的变化，正 是南康家具产业绿色蝶变的一个缩影。 作为远近闻名的"木匠之乡"，凭借改革开放后"十万木匠下广东"积 ...

Core Viewpoint - *ST Yazhen (Yazhen Home, 603389.SH) has issued a stock trading risk warning, indicating that the controlling shareholder, Wu Tao, has no clear plans to change the company's main business or make significant adjustments in the next 36 months [1] Group 1: Company Operations - As of now, there are no explicit plans from the controlling shareholder regarding major asset sales, mergers, joint ventures, or restructuring [1] - The company has not outlined any plans for asset purchases or replacements, nor any arrangements for reverse mergers with other assets controlled by the shareholder [1] Group 2: Stock Performance - From the lowest price on April 8, 2025, to the closing on November 11, the stock price of Yazhen Home has increased by 1024.04%, with 15 instances of abnormal trading fluctuations [1] Group 3: Financial Metrics - According to the latest data from the China Securities Index Co., the company's current rolling price-to-earnings ratio is negative, while the price-to-book ratio stands at 53.51, significantly higher than industry standards [1]

证券代码：603818 证券简称：曲美家居公告编号：2025-051 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： (一)股东会类型和届次 2025年第二次临时股东会 (二)股东会召集人：董事会 (三)投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025年11月27日 14点 30分 曲美家居集团股份有限公司 关于召开2025年第二次临时股东会的通知 召开地点：北京市朝阳区顺黄路217号 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025年11月27日 至2025年11月27日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东会召开当日的交易时间 段，即9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东会召开当日的9:15- 15:00。 为更好地服务广大中小投资者，确保有投票意愿的中小投资者 ...

南财智讯11月11日电，我乐家居公告，公司拟使用不超过人民币6000.00万元的自有资金进行委托理 财，投资品种包括金融机构发行的风险可控的理财产品，如公募基金、私募基金、资产管理计划等。该 事项已经公司第四届董事会第十一次会议审议通过，无需提交股东会审议。投资期限为董事会审议通过 之日起12个月内，资金可在额度内滚动使用。 ...

Investment Rating - The report indicates a positive investment outlook for the "light customization" model in the home decoration industry, highlighting it as a key growth area [3][4]. Core Insights - The "light customization" model effectively meets consumer demands for personalization, cost-effectiveness, and rapid delivery, filling the market gap between standardized products and traditional customization [3][4]. - The home decoration market is transitioning from "full renovation" to "precise renewal," with a significant increase in demand for renovation of existing homes, projected to exceed 50% of the market by 2025 [13][17]. - The report emphasizes the importance of leveraging platform data insights to drive flexible supply chain responses, enhancing the alignment between personalized consumer needs and traditional mass production [4][5]. Summary by Sections Market Trends - The home decoration market is experiencing a shift towards "precise renewal," with a notable decline in new home transactions, projected to be only 8.1 million units in 2024 [13][15]. - The demand for renovation of existing homes is expected to surge, with "old house renovation" and "partial renovation" becoming the core growth drivers from 2020 to 2025 [13][17]. Consumer Behavior - Consumers are increasingly favoring online furniture purchases, with a growing preference for ready-made furniture among those renovating second-hand homes, while new home buyers lean towards full customization [18][21]. - Approximately 15% of consumers believe there is room for improvement in their past home decoration experiences, particularly in pricing transparency and design innovation [23]. Light Customization Model - The "light customization" model is seen as a solution for the existing home market, offering high delivery efficiency and space utilization, making it a preferred alternative to traditional products and full customization [34][36]. - The market for light customization is projected to reach 2 billion yuan by 2026, with a significant increase in consumer willingness to try this model [36][37]. Consumer Demographics - The primary consumers of light customization are women aged 35-49 in first-tier cities, particularly those involved in partial renovations and old home upgrades [42][47]. - The interest in light customization is notably high among families with children and single individuals, focusing on enhancing living space efficiency and safety [47][51]. Product Preferences - Key factors influencing the purchase of wardrobes include storage efficiency, aesthetic appeal, and ergonomic design, with a strong emphasis on high visibility and ease of access [60][62]. - The demand for modular and personalized storage solutions is rising, with consumers increasingly seeking to optimize space through innovative designs [75][99]. Future Outlook - The report anticipates that the light customization market will continue to expand, with potential applications across various furniture categories, moving from merely functional to defining lifestyle scenarios [39][113]. - The integration of AI technology in the customization process is expected to enhance efficiency and consumer experience, driving further growth in the sector [115][116].

登录新浪财经APP 搜索【信披】查看更多考评等级 制度实施与治理完善 在控制权行使方面，制度要求控股股东善意使用控制权，采取有效措施确保承诺履行，对存在较大履约 风险的承诺需提供担保，且股份转让不得影响未到期承诺的履行。为维护公司独立性，制度严禁控股股 东通过多种方式影响公司资产完整，例如共用生产系统、以不公平条件占有公司资产、延迟办理资产过 户等；同时禁止干预公司人员独立，包括违规影响人事任免、要求公司高管在关联方兼任行政职务、向 公司人员支付报酬等行为。 针对资金占用这一关键问题，制度明确列举了控股股东不得从事的占用形式，包括要求公司垫付费用、 拆借资金、委托投资、开具无真实交易背景的票据、代还债务等，同时禁止"期间占用、期末归还""小 金额、多批次"等隐性占用行为。 强化信息披露与股份交易管理 信息披露方面，控股股东需配合公司完成内幕信息知情人登记，收到公司书面问询函后应在期限内书面 答复并提供证明材料，确保信息真实准确。制度要求控股股东主动告知公司重大事件，包括持股变动超 5%、股份被质押冻结或司法拍卖、拟进行重大资产重组等情形，并对未公开信息严格保密，禁止内幕 交易或操纵市场。 在股份交易管理上，控 ...

Core Viewpoint - The company has been actively expanding its overseas business, particularly in the European Union, with a significant increase in foreign trade export revenue over the past two years [1]. Group 1: Overseas Business Expansion - The company has exported to EU countries in the past two years, indicating a strategic focus on international markets [1]. - Foreign trade export revenue for the first three quarters has increased by 86.24% year-on-year, highlighting robust growth in this segment [1]. Group 2: Business Models - The company is transitioning its foreign trade model from a "sitting merchant" approach to a dual model that includes both "sitting merchant" and "walking merchant" strategies [1]. - The "sitting merchant" model focuses on service-driven sales, optimizing customer engagement, and enhancing customer satisfaction and loyalty [1]. - The "walking merchant" strategy emphasizes an unwavering commitment to international expansion, particularly in the Middle East and Southeast Asia, targeting mainstream channels and customers [1].

Core Insights - The company reported a revenue of 37.61 billion yuan and a net profit attributable to shareholders of 4.67 billion yuan for the first three quarters of 2025, reflecting a year-on-year decline of 3% and 11% respectively [1] - In Q3 2025, the company achieved a revenue of 12.84 billion yuan, with a year-on-year increase of 3%, while net profit attributable to shareholders decreased by 27% [1][2] Revenue and Profit Analysis - The revenue decline in the first three quarters was primarily driven by a decrease in sales of certain product categories, although Q3 showed improvement due to growth in bed-related products, particularly mattresses [2] - Gross margin improved by 3.3 percentage points in Q3, while net profit margin and adjusted net profit margin decreased by 3.4 and 4.0 percentage points respectively [2] Product and Brand Strategy - The company has focused on enhancing its product offerings through systematic sales, popular product development, and smart technology integration, which has increased the sales of high-end products [3] - The number of specialty stores decreased by approximately 100 to 5,300 in H1 2025, indicating a strategic optimization of retail channels [3] Strategic Trends - The company is prioritizing AI mattresses and globalization as key strategic focuses, with AI product revenue in H1 2025 reaching 1.21 billion yuan, a year-on-year increase of over three times [4] - The company has signed a memorandum of cooperation with Huawei to develop smart sleep ecosystems and launched the Hongmeng Smart Mousse Bed, enhancing the cost-performance ratio of smart beds [4] Future Outlook - The company is expected to maintain a high dividend payout ratio of 90% in 2024, with projected net profits for 2025-2027 at 6.8 billion, 7.2 billion, and 8.0 billion yuan respectively, corresponding to PE ratios of 17, 16, and 14 [5]