人民币贬值受益+智能家居+养老概念+一带一路 来源：新浪证券-红岸工作室 1、根据2024年年报，公司海外营收占比为99.49%，受益于人民币贬值。 7月29日，匠心家居跌0.95%，成交额8223.81万元，换手率0.61%，总市值201.55亿元。 2、公司的主营业务为从事智能电动沙发、智能电动床及其核心配件的研发、设计、生产和销售。公司 的主要产品为单椅、组合沙发、机构件、电机、电控装置。 异动分析 3、公司进军康养产业，产品有康养机构智能床，多体位康复治疗床，家里护用智能床等产品。 4、根据2025年4月11日互动易回复：公司越南生产基地自建成以来，始终坚持本地化建设、本地化运营 的原则，在人员管理、工艺制造、设备投入及供应链协同等方面，已具备完整的独立制造能力。公司核 心产品均在越南境内完成开发、加工与装配，不属于"转口贸易"模式。公司将继续秉持合规、透明、高 效的运营理念，持续提升全球供应链体系的稳定性与交付能力。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-507.01万，占比0.06%，行业排名46/73，连续2日被主力资金减仓； ...

Core Viewpoint - The company, Zhiyou Technology, is experiencing growth in its overseas revenue, benefiting from the depreciation of the RMB and its established logistics system for cross-border e-commerce [3][4]. Group 1: Company Overview - Zhiyou Technology was founded on January 8, 2010, and is located in Zhengzhou, Henan Province. It specializes in the research, design, and sales of its own brand home products [7]. - The company's revenue composition includes: furniture series 51.68%, home series 36.35%, pet series 8.32%, outdoor sports 2.52%, and others 1.13% [7]. - As of May 9, the number of shareholders is 8,995, a decrease of 3.46% from the previous period, with an average of 21,432 circulating shares per person, an increase of 3.58% [8]. Group 2: Financial Performance - For the period from January to March 2025, Zhiyou Technology achieved a revenue of 2.091 billion yuan, a year-on-year increase of 13.56%, and a net profit attributable to shareholders of 111 million yuan, up 10.30% year-on-year [8]. - The company has distributed a total of 321 million yuan in dividends since its A-share listing [9]. Group 3: Market Position and Strategy - The company has established a differentiated competitive advantage in its cross-border e-commerce logistics system, with self-operated warehouses in Germany and the United States, enhancing operational efficiency and customer satisfaction [2]. - Zhiyou Technology collaborates with influencers based on product usage scenarios and follower demographics, having partnered with influencers on platforms like TikTok to drive sales [2][3]. Group 4: Technical Analysis - The average trading cost of the stock is 19.09 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak. The current stock price is near a resistance level of 18.62 yuan, indicating potential for a price correction if this level is not surpassed [6].

Group 1: Company Performance Forecasts - Zhongshe Co., Ltd. expects a net loss of 6 to 8 million yuan for the first half of 2025, compared to a profit of 18.83 million yuan in the same period last year [1] - Jiangfeng Electronics anticipates a net profit of 247 to 267 million yuan for the first half of 2025, representing a growth of 53.29% to 65.70% year-on-year [1] - Naipu Mining forecasts a net profit of 15 to 22.5 million yuan for the first half of 2025, a decline of 73.32% to 82.21% compared to the previous year [7] - Runjian Co., Ltd. expects a net profit of 35 to 52.5 million yuan for the first half of 2025, a decrease of 78% to 85% year-on-year [13] - Kanglong Chemical predicts a net profit of 679 to 713 million yuan for the first half of 2025, down 36% to 39% from the previous year [14] Group 2: Shareholder Actions - Tianyuan Co., Ltd. plans to reduce its shareholding by up to 0.76% through a concentrated bidding process [2] - Sanwei Tiandi intends to reduce its shareholding by up to 4.07% through concentrated bidding or block trading [3] - Zhongfu Shenying plans to reduce its shareholding by up to 1% due to personal funding needs [4] - Hengfeng Information intends to reduce its shareholding by up to 3% through concentrated bidding or block trading [6] - *ST Yanzhen's stock will be suspended for inspection due to abnormal trading fluctuations [9] Group 3: Corporate Transactions - *ST Weir plans to acquire 51% of Shanghai Zijiang New Materials Technology Co., Ltd. for 546 million yuan [10] - Greenland plans to introduce overseas strategic investors for its subsidiary QINGMEI to enhance global competitiveness [12] - Taihe Co., Ltd. intends to acquire the remaining 51% stake in Guangdong Haode Crop Technology Co., Ltd. for 22.083 million yuan [13] - Weichai Heavy Machinery is planning to acquire 100% of Changzhou Fiberglass Shipyard Co., Ltd. [15] - Guolian Aquatic plans to introduce a new shareholder through capital increase for its subsidiary [16]

Group 1: Company Announcements - Jingce Electronics' subsidiary signed sales contracts for semiconductor measurement equipment totaling 113 million yuan [1] - Zhifei Biological plans to issue company bonds not exceeding 6 billion yuan for technology innovation and working capital [1] - Rijiu Optoelectronics' subsidiary plans to invest 822 million yuan in a functional film project with an annual production capacity of 6 million square meters [1] - Huiyun Titanium Industry's subsidiary intends to acquire a 53.125% stake in Chenshang Mining for 30.6 million yuan and increase capital by 32.4 million yuan [2] - Hongte Technology plans to raise up to 650 million yuan through a rights issue for various projects and working capital [2] - Jincheng Pharmaceutical's subsidiary received FDA approval for the active pharmaceutical ingredient Posaconazole [4] - Kairun Co. plans to reduce its shareholding by up to 2% due to personal funding needs [5] - Rundou Co. passed an FDA inspection for nine active pharmaceutical ingredients [6] - Sanyou Lianzhong's shareholders plan to reduce their holdings by up to 3% due to funding needs [7] - *ST Yazhen's stock was suspended for trading due to a significant price increase of 29.43% [9] - Online and Offline plans to change control with a share transfer agreement, leading to a new controlling shareholder [10] - Dazhong Mining intends to purchase office space from an affiliate for 50.17 million yuan [11] - Suzhou Bank's major shareholder increased its stake by 856 million yuan [12] - *ST Fanli's subsidiary plans to acquire a 60% stake in Guangzhou Fengteng for up to 28.8 million yuan [14] - Hengmingda's major shareholders plan to reduce their holdings by up to 3.15% [16] - Guomai Technology's shareholder plans to reduce its stake by up to 1% due to funding needs [17] - ST Bailin's stock will change its name to Guizhou Bailin and remove risk warnings [17] - *ST Xianfeng's stock will change its name to Xianfeng Holdings and remove risk warnings [18] - Maiwei Bio signed an exclusive licensing agreement with CALICO for a monoclonal antibody, receiving an upfront payment of 25 million USD [19] - Maiwei Bio signed a technology licensing agreement with Qilu Pharmaceutical for a new drug project, with a total payment of up to 500 million yuan [21] - Maiwei Bio plans to repurchase shares worth between 25 million and 50 million yuan [22] - Mengwang Technology plans to acquire 100% of Bicheng Digital for 1.28 billion yuan to expand its e-commerce services [22] Group 2: Industry Overview - Jingce Electronics operates in the mechanical equipment sector, focusing on measurement systems for displays, semiconductors, and new energy [1] - Zhifei Biological is in the pharmaceutical sector, specializing in vaccine and biological product development [1] - Rijiu Optoelectronics is part of the electronics industry, focusing on touch display materials and functional films [1][2] - Huiyun Titanium Industry operates in the basic chemicals sector, focusing on titanium dioxide products [2] - Hongte Technology is in the automotive industry, specializing in aluminum alloy precision die-casting for automotive components [2][3] - Jincheng Pharmaceutical is in the pharmaceutical sector, focusing on chemical pharmaceuticals and active ingredients [4] - Rundou Co. operates in the pharmaceutical sector, focusing on chemical drug formulations and raw materials [6] - Sanyou Lianzhong is in the electrical equipment sector, specializing in relays and transformers [7] - *ST Yazhen operates in the light industry, focusing on high-end furniture products [9] - Online and Offline is in the communication sector, focusing on communication services and applications [10] - Dazhong Mining operates in the steel industry, focusing on iron ore mining and processing [11] - Suzhou Bank is a city commercial bank, providing various banking services [12] - *ST Fanli operates in the media sector, focusing on online advertising and marketing services [14] - Hengmingda is in the electronics sector, focusing on precision components for consumer electronics [16] - Guomai Technology operates in the education sector, focusing on IoT technology services [17] - ST Bailin is in the energy sector, providing engineering consulting and smart factory solutions [17] - *ST Xianfeng operates in the animal health sector, focusing on vaccines and animal nutrition [18] - Maiwei Bio is in the pharmaceutical sector, focusing on biopharmaceuticals [19][21][22] - Mengwang Technology operates in the communication sector, focusing on cloud platform services [22]

Core Viewpoint - The manufacturing industry, particularly the finished home furnishings sector, is increasingly focused on environmental, social, and governance (ESG) attributes, with a notable emphasis on carbon emissions and sustainability practices [1][4]. ESG Disclosure and Reporting - Among 17 listed companies in the finished home furnishings sector, 9 have disclosed independent ESG reports, resulting in a disclosure rate of approximately 52.94%, which is slightly above the overall market rate of 45.55% [2][4]. - However, the disclosure of carbon emissions data remains inadequate, with only 7 companies reporting their total greenhouse gas emissions for 2024, indicating a significant gap in transparency [2][3]. Carbon Emissions and Environmental Impact - The analysis shows that 5 out of the 7 companies that disclosed emissions data reported an increase in greenhouse gas emissions for 2024 compared to 2023, while 2 companies reported a decrease [3]. - The primary sources of carbon emissions in the finished home furnishings supply chain include upstream wood consumption, plastic production, and logistics [4]. ESG Ratings and Industry Performance - The overall ESG ratings for the 17 companies are at a moderate level, with 14 companies rated between B and BBB. Notably, Mousse and Dream Lily have performed better than their peers, while other companies lag behind [4][5]. - Since 2020, the ESG ratings for these companies have shown an upward trend, with a significant reduction in the number of low-rated companies [5]. Environmental Initiatives and Investments - Companies are increasingly investing in environmental initiatives, with reported expenditures varying significantly. For instance, Mousse invested approximately 10.69 million yuan, while Good Wife invested only 122,800 yuan [6]. - The industry is adopting various strategies for carbon reduction, including the use of clean energy, green factory construction, and innovative product materials [7][8]. Market Opportunities and Consumer Trends - The finished home furnishings sector is experiencing growth due to government policies promoting the replacement of old consumer goods, with furniture retail sales increasing by 18.1% year-on-year in the first quarter [6]. - As consumer awareness of environmental issues rises, companies are encouraged to integrate sustainability into their production processes and product designs [8].

Group 1 - Longjiang Transportation plans to reduce its shareholding by no more than 3% of the company's total shares, amounting to 39.4764 million shares, from June 4, 2025, to September 3, 2025 [1] - Shuangyi Technology intends to acquire 100% equity of Marky Industries Pty Ltd and specific assets for approximately AUD 18 million [1] - Haikong Air Conditioning's controlling shareholder has received a bank loan commitment of up to CNY 32 million for share repurchase [2] Group 2 - Zhaowei Electromechanical's shareholder plans to reduce its stake by no more than 1.50%, equating to 3.6031 million shares, from June 5, 2025, to September 4, 2025 [2] - Zhongwen Online's directors and senior management plan to collectively reduce their holdings by no more than 877,100 shares, representing 0.1203% of the total shares [2] - Liding Optoelectronics' shareholders plan to reduce their holdings by no more than 3%, totaling 12.2113 million shares, from June 5, 2025, to September 4, 2025 [4] Group 3 - Luvi Optoelectronics' shareholder plans to reduce its stake by no more than 1%, amounting to 1.9333 million shares, from June 4, 2025, to September 4, 2025 [5] - Jiejia Weichuang's controlling shareholder and concerted parties plan to reduce their holdings by no more than 0.72%, totaling 250,000 shares [7] - Yancoal Energy will no longer acquire control of Highfield Resources due to a new investment from Qinghai Salt Lake Industry Co., Ltd. [9] Group 4 - Yongdong Co., Ltd. plans to reduce its shareholding by no more than 1.26%, equating to 473,380 shares, from June 5, 2025, to September 4, 2025 [11] - Sanqi Interactive Entertainment plans to distribute a cash dividend of CNY 2.10 per 10 shares [12] - Salt Lake Co., Ltd. intends to acquire Highfield Resources for approximately USD 300 million to become its largest shareholder [13] Group 5 - Hainan Haiyao's shareholder plans to reduce its stake by no more than 3%, totaling 38.921 million shares, within 90 days after the announcement [14] - Lifang Pharmaceutical plans to transfer 2.2184% equity of Nanjing Mainowei Pharmaceutical Technology Co., Ltd. for CNY 22.1837 million [16] - Zhiyou Technology's shareholders plan to reduce their holdings by no more than 2.99%, totaling 11.9986 million shares, from June 4, 2025, to September 3, 2025 [18] Group 6 - Puli Tui has applied for a review of the Shenzhen Stock Exchange's decision to terminate its listing [19] - Saimo Intelligent's shareholder plans to reduce its stake by no more than 3%, equating to 16.0659 million shares, from June 4, 2025, to September 3, 2025 [20] - Entropy Technology is planning to acquire 55% equity of Longzhiyuan to gain control [21] Group 7 - Nanjing Chemical Fiber plans to acquire 100% of Nanjing Process Equipment Manufacturing Co., Ltd. through asset swaps and cash payments [22] - Beijing Lier intends to invest CNY 200 million in Shanghai Zhenliang Intelligent Technology Co., Ltd. [23]

Group 1 - The finished home furnishing sector has experienced a short-term decline, with Zhongyuan Home Furnishing (603709) hitting the daily limit down [1] - Other companies such as Meizhi Gao, Qushui Technology (301336), Henglin Co., Ltd. (603661), Taipeng Intelligent, and Qisheng Technology (603610) also saw declines [1]

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