12月30日，索菲亚跌1.1%，截至发稿，报13.48元/股，成交4760.18万元，换手率0.54%，总市值129.82 亿元。 资料显示，索菲亚家居股份有限公司位于广东省广州市增城区永宁街郭村仙宁路2号，成立日期2003年7 月15日，上市日期2011年4月12日，公司主营业务涉及定制衣柜及其配套定制家具的研发、生产和销 售。主营业务收入构成为：衣柜及其配套产品78.56%，橱柜及其配件12.37%，木门4.72%，其他主营业 务2.26%，其他(补充)2.09%。 从基金十大重仓股角度 数据显示，景顺长城基金旗下1只基金重仓索菲亚。景顺长城泰保三个月定开混合（010348）三季度持 有股数2.85万股，占基金净值比例为4.1%，位居第七大重仓股。根据测算，今日浮亏损失约4275元。 景顺长城泰保三个月定开混合（010348）成立日期2021年1月6日，最新规模881.17万。今年以来收益 8.02%，同类排名6233/8164；近一年收益6.5%，同类排名6428/8037；成立以来亏损12.7%。 责任编辑：小浪快报 景顺长城泰保三个月定开混合（010348）基金经理为。 风险提示：市场有风险，投资需 ...

据第三方数据平台统计，12月11日，董宇辉在"与辉同行"直播间进行了一场持续五个半小时的家居专场 直播，累计销售额达3.56亿元。其中，顾家家居推出的一款功能沙发单品销售额突破1亿元，成为当日 直播间销售冠军。（智通财经） 【#顾家家居回应董宇辉亿元沙发代工质疑#】近日，头部主播董宇辉在"与辉同行"直播间创下单场3.56 亿元销售额纪录，其中一款顾家家居（603816.SH）沙发单品成交额突破1亿元，引发市场广泛关注。 然而，伴随高额订单而来的，是部分网友对商品是否由第三方代工生产的质疑。据每日经济新闻报道， 12月29日，顾家家居相关负责人回应记者称："对于大家普遍关心的公司在董宇辉直播间所售沙发均为 公司自制；生产保障方面，公司目前正在加快生产。" ...

Group 1 - The core point of the article highlights the significant sales performance of the live-streaming event hosted by the influencer Dong Yuhui, achieving a total sales revenue of 356 million yuan in 5.5 hours, with a single product from Gujia Home surpassing 100 million yuan in sales [2] - The lowest price for a 2.8-meter three-seater genuine leather sofa was reported at 3,471.4 yuan after discounts, raising questions about the production costs and profit margins involved [2] - There were concerns from netizens regarding whether the products were manufactured by third-party factories, with discussions on social media about the feasibility of the pricing structure and the potential profit for manufacturers [2] Group 2 - On December 29, a representative from Gujia Home responded to the concerns, stating that all sofas sold during Dong Yuhui's live stream were self-manufactured by the company, and they are currently accelerating production to meet demand [2]

Core Viewpoint - The live streaming event led by Dong Yuhui generated significant sales for Gujia Home, raising concerns about the company's ability to fulfill large orders and the pressures on its supply chain [1][6]. Group 1: Sales Performance - On December 10, Gujia Home achieved a total sales revenue of 356 million yuan during a 5.5-hour live stream, with a single leather sofa model exceeding 100 million yuan in sales [1]. - The average daily sales for Gujia Home in the first half of 2025 were approximately 15.53 million yuan, making the one-day sales from the live stream equivalent to eight days of regular sales [7]. Group 2: Supply Chain Concerns - There are widespread rumors in the supply chain regarding the feasibility of fulfilling the order for approximately 30,000 sofas, with many manufacturers hesitant to accept the order due to cost pressures and long payment cycles [1][6]. - Gujia Home confirmed that all sofas sold during the live stream were self-manufactured and that production is being accelerated to meet demand [1][4]. Group 3: Marketing and Industry Insights - The event highlighted the effectiveness of innovative marketing strategies in the home furnishing sector, with the potential for leading brands to capture higher traffic and conversion rates [7]. - The hidden costs associated with production processes and equipment depreciation pose challenges for the industry, despite the visible costs of materials [8].

据每日经济新闻报道，12月29日，顾家家居相关负责人回应记者称："对于大家普遍关心的公司在董宇 辉直播间所售沙发均为公司自制；生产保障方面，公司目前正在加快生产。" 顾家家居在2024年年报中明确指出，外协业务仅用于缓解部分产能压力，且主要用于非核心产品，核心 产品如沙发、软床、定制家具等均由公司自主设计、生产。（界面） #顾家家居回应董宇辉带货沙发被质疑代工#【董宇辉直播间亿元沙发陷"代工"质疑，顾家家居回应：均 为自主生产】近日，头部主播董宇辉在"与辉同行"直播间创下单场3.56亿元销售额纪录，其中一款顾家 家居沙发单品成交额突破1亿元，引发市场广泛关注。然而，伴随高额订单而来的，是部分网友对商品 是否由第三方代工生产的质疑。 据第三方数据平台统计，12月11日，董宇辉在"与辉同行"直播间进行了一场持续五个半小时的家居专场 直播，累计销售额达3.56亿元。其中，顾家家居推出的一款功能沙发单品销售额突破1亿元，成为当日 直播间销售冠军。 ...

Core Viewpoint - The top streamer Dong Yuhui achieved a record sales figure of 3.56 billion yuan in a single live-streaming session, with a specific product from Gujia Home exceeding 100 million yuan in sales, attracting significant market attention [1] Group 1 - Dong Yuhui's live-streaming session set a new sales record of 3.56 billion yuan [1] - A specific sofa product from Gujia Home achieved sales exceeding 100 million yuan [1] - Following the record, rumors emerged regarding Gujia Home's reliance on third-party manufacturers, raising questions among consumers [1] Group 2 - Gujia Home's official customer service responded to the rumors, stating that all related products are produced in Gujia's own factories [1] - There is currently no notification regarding future collaborations with Dong Yuhui's live-streaming sessions [1]

12月29日，头部主播董宇辉近日在"与辉同行"直播间创下单场3.56亿元销售额纪录，其中一款顾家家居 沙发单品成交额突破1亿元，引发市场广泛关注。 然而，随后就传出了"顾家急赴佛山找代工厂"等传闻，引发了部分网友对商品是否由第三方代工生产的 质疑。 对此，顾家家居抖音官方旗舰店客服就此事回应称，"（相关产品）都为顾家的工厂生产的。"对于未来 是否会和"与辉同行"再进行合作，该客服表示目前尚未收到相关通知。 然而，随后就传出了"顾家急赴佛山找代工厂"等传闻，引发了部分网友对商品是否由第三方代工生产的 质疑。 对此，顾家家居抖音官方旗舰店客服就此事回应称，"（相关产品）都为顾家的工厂生产的。"对于未来 是否会和"与辉同行"再进行合作，该客服表示目前尚未收到相关通知。 12月29日，头部主播董宇辉近日在"与辉同行"直播间创下单场3.56亿元销售额纪录，其中一款顾家家居 沙发单品成交额突破1亿元，引发市场广泛关注。 ...

Core Insights - Dong Yuhui, a leading livestreamer, achieved a record sales figure of 3.56 billion yuan in a single session on the "With Hui Along" livestream, with a specific sofa product from Kuka Home (603816.SH) surpassing 100 million yuan in sales, attracting significant market attention [1] - Kuka Home confirmed that all sofas sold during the livestream were self-manufactured, addressing concerns about third-party production [1] - The company reported a total revenue of 15.012 billion yuan for the first three quarters of 2023, reflecting an 8.77% year-on-year increase, with a net profit of 1.539 billion yuan, up 13.24% year-on-year, indicating improved operational efficiency [4] Company Overview - Kuka Home, established in 1982 and headquartered in Hangzhou, specializes in the research, design, production, and sales of mid-to-high-end soft furniture, including sofas, soft beds, dining chairs, and custom furniture [4] - The company has transitioned to a new controlling shareholder, Yingfeng Group, as of January 2024, following the completion of share transfer registration [4] - A nearly 2 billion yuan private placement plan was approved in November 2025, aimed at strengthening core product categories and investments in smart technology, with the actual controller's shareholding increasing to 37.37% [4] Production and Sales Strategy - Kuka Home's 2024 annual report clarified that outsourcing is only used to alleviate some production capacity pressure and primarily for non-core products, while core products like sofas and custom furniture are designed and produced in-house [3]

Core Viewpoint - Jiangshan Oupai has no current plans for acquisitions or restructuring, focusing instead on transforming its business model from heavy asset investment to light asset operation [2] Group 1: Business Model Transformation - The company is transitioning its business model in several dimensions: - Brand dimension: Expanding from a single brand to multiple brands [2] - Product dimension: Extending from finished wooden doors to upstream raw materials and downstream services such as design, measurement, installation, and transportation [2] - Expanding from a single wooden door product to integrated home products [2] Group 2: Market and Channel Strategy - Channel dimension: - Engineering channels are shifting focus from the domestic market to international market expansion [2] - Transitioning from a direct sales model to an agency model [2] - Retail channels are moving from offline sales to online sales, and from urban apartment markets to rural villa markets [2] Group 3: Pricing Strategy - The company is developing a mixed model that incorporates agency systems, direct sales, and direct partnership systems [2]

（文章来源：证券日报） 证券日报网讯 12月29日，慕思股份在互动平台回答投资者提问时表示，公司的资金管理，始终以保障 正常运营、维护资金安全及财务结构稳健为前提。在此基础上，公司会根据企业的发展需要与财务策 略，综合考量资金使用成本，对资金进行合理规划与使用，目的是实现资金效益的最大化。 ...