家居零售

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汪林朋突遭留置五年套现分红落袋40亿 居然智家净利连降转型未竟临大考
Chang Jiang Shang Bao· 2025-04-21 00:20
57岁的汪林朋,人生或将迎来新的转折点。 4月17日晚间,居然智家(000785)(000785.SZ)发布公告,公司收到实际控制人、董事长兼CEO汪林朋 家属的通知,其于近日收到由武汉市江汉区监察委员会签发的关于汪林朋的《留置通知书》和《立案通 知书》。 家居零售教父 在家居零售界,有两个绕不开的人物,即车建兴与汪林朋。随着红星美凯龙易主,车建兴在家居行业逐 渐淡化。 公开信息显示,1968年,汪林朋出生于黄冈市罗田县,1990年毕业于北京工商大学会计系。 红星美凯龙(601828)因债务危机爆发而易主,居然智家成为家居行业"一哥"。汪林朋的突发事件,引 发家居行业甚至是市场高度关注。 汪林朋曾缔造了一段神秘的商业传奇。他曾供职于国家商业部财会司,30岁时临危受命接管国有控股的 居然之家(现更名居然智家),后通过企业改制完成了创业者的身份蜕变。他倡导的"先行赔付"的颠覆性 策略打破了行业潜规则,树立了居然智家品牌形象。他也曾因此被称为"家居零售教父"。 汪林朋擅长资本运作,成为居然智家的实际控制人、356.50亿元借壳武汉中商,展现出了他高超的资本 手段。只不过,高超的资本术中,是否暗藏有猫腻,外界不得而知 ...
Why RH Stock Was Popping Today While the Rest of the Stock Market Was Dropping
The Motley Fool· 2025-04-07 18:21
Shares of RH (RH 13.94%) were surging today even as the broad market was tumbling for a third straight session in response to President Trump's "Liberation Day" announcement of tariffs.Today's gains came as the company updated its guidance after hours on Friday and received a favorable analyst note from Stifel. As of 1:05 p.m. ET, the stock was up 14.2% even as the S&P 500 (^GSPC 0.06%) was down 1.8% at the same time. RH has upsideRH was in the bizarre position last Wednesday of holding its fourth-quarter ...
美凯龙(601828):业绩短期承压 以旧换新催化业绩修复
Xin Lang Cai Jing· 2025-04-06 06:23
Core Viewpoint - The company reported a significant decline in revenue and net profit for 2024, with a focus on improving cash flow and strategic business adjustments to enhance future performance [1][2][5]. Financial Performance - In 2024, the company achieved operating revenue of 7.821 billion, a year-on-year decrease of 32.08%, and a net profit attributable to shareholders of -2.983 billion, down 34.61% [1]. - For Q4 2024, the company recorded operating revenue of 1.716 billion, a decline of 39.57%, but net profit attributable to shareholders improved to -1.097 billion, an increase of 34.32% [1]. - The comprehensive gross margin for 2024 was 58.26%, an increase of 1.52 percentage points year-on-year [4]. Business Segments - Self-operated and leasing income for 2024 was 5.360 billion, down 21.0%, accounting for 68.5% of total revenue, with an average occupancy rate of 83.0% in self-operated malls [2]. - Commissioned management income was 1.460 billion, a decrease of 28.1%, with an average occupancy rate of 82.5% [2]. - Revenue from construction and decoration services was 0.332 billion, down 11.44 billion, due to industry contraction and project delays [2]. - Other business income was 0.669 billion, a decrease of 5.56 billion, primarily due to reduced joint marketing and commercial planning revenue [3]. Strategic Initiatives - The company is expanding its "3+Star Ecosystem" strategy, focusing on integrating home appliances and home decoration to create a new consumer ecosystem [3]. - Plans to establish 100 high-end home appliance stores nationwide over the next two years, with a focus on smart appliances [3]. - The company has engaged with 25 automotive brands, expanding its footprint in 26 cities with a total operating area of 164,000 square meters, a year-on-year increase of 60,000 square meters [3]. Cost Management - The company’s expense ratio for 2024 was 58.21%, an increase of 11.62 percentage points year-on-year, with significant increases in sales and management expenses [4]. - In Q4 2024, the expense ratio rose to 70.61%, reflecting a 24.81 percentage point increase year-on-year [4]. Future Outlook - The company aims to implement a "light asset, heavy operation, and reduced leverage" strategy, with expectations of revenue growth in the coming years [5][6]. - Projected revenues for 2025-2027 are 8.385 billion, 8.780 billion, and 9.122 billion, with corresponding net profits expected to improve gradually [6].
富森美: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-03-26 10:13
Group 1 - The company plans to distribute a cash dividend of RMB 6.80 per 10 shares, totaling RMB 508,952,079.20, based on a total share capital of 748,458,940 shares as of December 31, 2024 [1][2] - The dividend distribution will not include capital reserve transfers or stock bonuses [1][2] - The cash dividend amount will remain fixed, with adjustments made only if the total share capital changes due to convertible bonds, share buybacks, or other reasons [1] Group 2 - The record date for shareholders is set for April 2, 2025, and the ex-dividend date is April 3, 2025 [2] - The dividend tax treatment varies for different types of shareholders, with specific rates for Hong Kong investors and domestic investors based on holding periods [2] - The company will not withhold individual income tax at the time of distribution, but it will be calculated based on the holding period when shares are sold [2]
优必选与居然智家签订战略合作协议,计划今年年内部署500台仿真人形机器人
IPO早知道· 2025-03-17 07:06
将智能机器人全面融入家居产业及家庭场景。 本文为IPO早知道原创 作者|Stone Jin 微信公众号|ipozaozhidao 据IPO早知道消息,居然智家日前与优必选正式签订战略合作协议。 根据战略合作协议,双方将共同推进人形机器人在居然智家新零售门店等商业销售场景的应用。协议 提到, 居然智家拟于2025年底前采购部署500台优必选仿真人形机器人,提升客户购物体验,塑造 智慧消费新场景。居然智家也将对优必选的仿真人形机器人进行推广,在战略合作目标期内计划销售 10000台 。 同时,双方还将在打造智能家居消费场景,以及全品类机器人家居行业战略合作推广等方面开展合 作。居然智家将积极推动优必选智能养老机器人在家庭服务环境及相关养老服务场景的应用,以满足 日益增长的养老服务智能化需求。 此外,双方还计划基于优必选在人形机器人核心技术上的优势,结合居然智家在家装领域的场景需求 及 AI 设计、智能装修经验,联合开发装修机器人,助力装修行业降本增效,推动居然智家家装业务 商业模式转型,提升用户装修体验。 此外,双方还计划基于优必选在人形机器人核心技术上的优势,结合居然智家在家装领域的场景需求 及 AI 设计、智 ...
致欧科技:首次公开发行股票并在创业板上市发行公告
2023-06-08 12:41
致欧家居科技股份有限公司 首次公开发行股票并在创业板上市发行公告 保荐人(主承销商):广发证券股份有限公司 特别提示 致欧家居科技股份有限公司(以下简称"致欧科技"、"发行人"或"公司") 根据《证券发行与承销管理办法》(证监会令〔第 208 号〕,以下简称"《管理办 法》")、《首次公开发行股票注册管理办法》(证监会令〔第 205 号〕)、《深 圳证券交易所首次公开发行证券发行与承销业务实施细则》(深证上〔2023〕100 号,以下简称"《业务实施细则》")、《深圳市场首次公开发行股票网上发行实 施细则》(深证上〔2018〕279 号,以下简称"《网上发行实施细则》")、《深 圳市场首次公开发行股票网下发行实施细则(2023 年修订)》(深证上〔2023〕 110 号,以下简称"《网下发行实施细则》")、《首次公开发行证券承销业务规 则》(中证协发〔2023〕18 号)、《首次公开发行证券网下投资者管理规则》(中 证协发〔2023〕19 号,以下简称"《网下投资者管理规则》")以及深圳证券交易 所(以下简称"深交所")有关股票发行上市规则和最新操作指引等有关规定组织 实施首次公开发行股票并在创业板上市。 本 ...