7月8日，亚琪集团在焕新战略发布会上，宣布旗下居然智家两江国际MALL、聚信店、潼南店同步启动 8000万级焕新计划。此次升级聚焦空间价值重塑、设计生态赋能、全域流量裂变三大维度，旨在打造重 庆高端家居消费新场景。亚琪集团高层、工厂代表、协会领导、经销商代表、设计师群体及主流媒体代 表齐聚发布会现场，共话重庆家居产业新未来。 亚琪集团总经理 张宗荣 面对当前国内经济深度调整期，亚琪集团总经理张宗荣在发言中直指家居行业四大痛点：品牌流失、定 位模糊、创新乏力、数据虚耗。对此，他提出三大变革策略：依托重庆5.2万亿存量房装修市场深耕本 土、锁定两江新区高端客群优化运营、真投入破僵局的可持续变革。会上，张宗荣还首次披露亚琪集团 旗下居然智家两江国际MALL、聚信店、潼南店的千万级升级计划。 亚琪集团董事长 曹选利 亚琪集团董事长曹选利在致辞中强调："将重点投资居然智家两江国际MALL/聚信店/潼南店，通过优化 购物体验，锻造经营管理团队，汇集行业知名品牌，与广大厂商伙伴聚力共赢，共筑山城美好家居生活 新场景！" 居然智家集团副总裁兼西南分公司总经理刘飞 居然智家集团副总裁兼西南分公司总经理刘飞在发言中表示，居然智家 ...

Core Viewpoint - A furniture store in Zengcheng District, Guangzhou, misled consumers by using "national subsidies" as a lure, resulting in 232 consumers signing contracts for home customization and renovation that could not be fulfilled, with an unfulfilled contract amount of approximately 8.96 million yuan [1] Group 1 - The local government has established a special task force to address the situation, involving multiple departments in the resolution process [1] - The involved brand store has experienced a financial chain break, leading to its inability to fulfill contracts [1] - A total of 119 consumers have opted for collective litigation against the store [1] Group 2 - The local authorities have stated that further investigations will be conducted, and any illegal activities will be severely punished by law enforcement [1]

转自：新华财经 新华财经上海5月25日电（记者 高少华）家庭生活正逐步走向绿色低碳时代，家庭不再仅仅是能耗的源头，而是成为节能减排、降低碳足迹的重要阵地。近 日，红星美凯龙与建发居住科技、星星充电联合打造的零碳绿能科技展厅"零碳生活家"在上海开业。该展厅聚焦家庭能源管理，首次将"零碳家庭解决方 案"打造为可触达可体验的消费场景。 "当前，家电行业已基本完成智能化的迭代转型，在产品完成智能化升级后，家庭全场景的智能化还在路上。以家庭微电网为代表的更多零碳家庭生活方式 在未来3至5年内可能成为主流的消费方式。"红星美凯龙家居集团执行总裁朱家桂表示，无论对于产业界还是家庭生活方式来讲，绿色低碳将是非常确定性 的发展方向。 阳台变微型发电站，打造可体验的零碳生活场景 近年来绿色低碳科技和产品开始越来越多地渗透进人们日常生活中。红星美凯龙此次在上海尝试打造的"零碳生活家"零碳绿能科技展厅，将众多绿色低碳产 品集聚一起，通过展示在家庭生活场景中的应用，使消费者可以现场感受零碳绿能科技的魅力。 记者近日在"零碳生活家"零碳绿能科技展厅看到，在近200平方米大小的展厅内，围绕零碳生活方式，现场打造了户外装备、人车家能量中枢、 ...

出品：新浪财经上市公司研究院 作者：木予 据国家统计局数据显示，2024年新建商品房销售面积共97385万平方米，同比下降12.9%，新建商品房销售额共96750亿元，同比下降17.1%。其中，住宅销 售面积和销售额分别较2023年下降14.1%、17.6%。随着房地产行业进入存量时代，新房市场家居消费持续疲软，二手房装修、存量房翻新、旧房改造需求 虽然显著提升，但市场相对分散且决策周期长，短期内难以弥补缺口。 而据中国建材流通协会数据披露，2024年全国规模以上建材家居卖场累计销售额为1.49万亿元，同比减少3.9%；规模以上建材家居市场面积约为20495万平 方米，同比减少9.6%，连续第三年负增长且降幅扩大，整体空置率随之上升。与此同时，消费者偏好线上购物，导致传统线下卖场不再是唯一流量入口， 个性化、整家定制和智能家居的需求上升，也是单品零售模式式微的关键原因之一。 2024年，居然智家实现总营收129.66亿元，同比微降4.0%；归母净利润录得7.69亿元，同比降幅高达40.8%，创下自2019年12月借壳上市以来的最低点；经 营活动产生现金净流入26.35亿元，较2023年骤降12.01亿元。 值 ...

出品：新浪财经上市公司研究院 作者：木予 据国家统计局数据显示，2024年新建商品房销售面积共97385万平方米，同比下降12.9%，新建商品房销售额共96750亿元，同比下降17.1%。其中，住宅销 售面积和销售额分别较2023年下降14.1%、17.6%。随着房地产行业进入存量时代，新房市场家居消费持续疲软，二手房装修、存量房翻新、旧房改造需求 虽然显著提升，但市场相对分散且决策周期长，短期内难以弥补缺口。 而据中国建材流通协会数据披露，2024年全国规模以上建材家居卖场累计销售额为1.49万亿元，同比减少3.9%；规模以上建材家居市场面积约为20495万平 方米，同比减少9.6%，连续第三年负增长且降幅扩大，整体空置率随之上升。与此同时，消费者偏好线上购物，导致传统线下卖场不再是唯一流量入口， 个性化、整家定制和智能家居的需求上升，也是单品零售模式式微的关键原因之一。 2024年，美凯龙实现总营收78.21亿元，同比大幅下降32.1%，而2023年的降幅约为18.6%，规模甚至低于2014年的83.32亿元；归母净亏损录得29.83亿元，比 2023年扩大34.6%；经营活动产生现金净流入2.16亿元， ...

出品：新浪财经上市公司研究院 作者：木予 据国家统计局数据显示，2024年新建商品房销售面积共97385万平方米，同比下降12.9%，新建商品房销售额共96750亿元，同比下降17.1%。其中，住宅销 售面积和销售额分别较2023年下降14.1%、17.6%。随着房地产行业进入存量时代，新房市场家居消费持续疲软，二手房装修、存量房翻新、旧房改造需求 虽然显著提升，但市场相对分散且决策周期长，短期内难以弥补缺口。 而据中国建材流通协会数据披露，2024年全国规模以上建材家居卖场累计销售额为1.49万亿元，同比减少3.9%；规模以上建材家居市场面积约为20495万平 方米，同比减少9.6%，连续第三年负增长且降幅扩大，整体空置率随之上升。与此同时，消费者偏好线上购物，导致传统线下卖场不再是唯一流量入口， 个性化、整家定制和智能家居的需求上升，也是单品零售模式式微的关键原因之一。 截至4月30日，居然智家、美凯龙和富森美3家A股上市的家居卖场公司均已发布2024年业绩报告。受新房销售低迷、消费信心不足及竞争加剧等多重不利因 素影响，报告期内三大公司皆营收、净利双降，门店坪效显著缩水，美凯龙的多元化战略、居然智家的数 ...

Industry Overview - In 2024, the new residential property sales area in China decreased by 12.9% year-on-year, totaling 97.385 million square meters, while sales revenue fell by 17.1% to 967.5 billion yuan [1] - The sales area and revenue for residential properties dropped by 14.1% and 17.6% respectively compared to 2023, indicating a continued decline in the new housing market [1] - The building materials and home furnishing market also faced challenges, with sales revenue from large-scale building materials and home furnishing markets declining by 3.9% to 1.49 trillion yuan, marking the third consecutive year of negative growth [1] Company Performance - For 2024, the company reported total revenue of 1.43 billion yuan, a slight decrease of 6.2% year-on-year, with net profit attributable to shareholders at 690 million yuan, down 14.4% from 2023 [2] - The company maintained positive cash flow from operating activities, with a net inflow of 816 million yuan, the only listed home furnishing company in A-shares to achieve growth [2] - The company's revenue is heavily concentrated in the Chengdu area, contributing 97.8% of total revenue, with minimal contributions from other regions [2] Business Model and Revenue Breakdown - The company's primary business model includes self-operated and franchised stores, with self-owned properties being the core operational model [3] - Revenue from market leasing and services decreased by 4.5% to 1.247 billion yuan, accounting for approximately 87.2% of total revenue [4] - The average revenue per unit area for 2024 was approximately 997.51 yuan per square meter, a decrease of 16.0% from 2023 [4] Cost and Profitability - The company's operating costs increased by 3.1% year-on-year to 468 million yuan, with a significant portion attributed to market leasing and service operations [9] - The gross profit margin for 2024 decreased by nearly 3 percentage points to 67.2%, reflecting external adverse factors [9] - The company successfully reduced sales expenses by 32.7% through cost control measures, resulting in a sales expense ratio of 0.4% [12] Strategic Initiatives - The company is focusing on online transformation, achieving online payment totals of 320 million yuan and attracting over 20,000 customers through digital channels [14] - The company has shifted the focus of its Tianfu project from a lifestyle commercial complex to a "live streaming port," aiming to create an ecosystem for home furnishing live streaming [15] - The company maintains a low level of interest-bearing debt, with a debt ratio of only 1.4%, indicating a healthy financial structure [16]

Core Insights - The 618 event organized by Red Star Macalline aims to create the largest consumption festival in the home furnishing industry, leveraging over 400 shopping malls and significant resources for promotions [1][6][23] - The company is addressing the transition from "incremental competition" to "deep cultivation of stock" in the home furnishing industry, focusing on market challenges such as oversupply and fragmented traffic [3][8] Group 1: Event Overview - The 618 event will run from May 23 to June 22, featuring a large-scale promotional campaign across online and offline platforms [1] - Red Star Macalline's chairman, Li Yupeng, emphasized collaboration with industry partners to enhance sales and consumer engagement [5][8] Group 2: Strategic Directions - Li Yupeng proposed three strategies: leveraging the national "old-for-new" policy, reinforcing the main home furnishing sector, and innovating services to activate the stock market [3][6] - The company aims to implement localized services to help brands and consumers benefit from government subsidies [6][8] Group 3: Key Initiatives - Four core initiatives were outlined for the 618 event: joint marketing efforts, upgrading online traffic strategies, a comprehensive service plan, and building a home service system to enhance customer experience [6][8] - Collaborations with platforms like Douyin and Xiaohongshu will be utilized to attract younger consumers and create a seamless online-to-offline experience [6][21] Group 4: Industry Collaboration - Major brands such as Serta and Arrow Home have committed to participating in the 618 event, offering exclusive promotions and products [10][13] - The event is seen as a significant opportunity for the home furnishing industry to boost consumer confidence and sales amid market challenges [8][18]

（红星美凯龙执行董事信息介绍。图片来源：公司官网） 一纸公告，将"家居卖场龙头"红星美凯龙（601828.SH）再度推向台前。 5月13日晚间，红星美凯龙方面发布公告称，接到公司董事兼总经理车建兴家属的通知，于近日收到云南省监察委员会电话通知，对车建兴立案调查并实施 留置措施。 对此，5月14日上午，《中国经营报》记者致电红星美凯龙方面。该公司证券部一位工作人员向记者表示："截至目前，公司也没有关于总经理被留置的进一 步信息，公司的管理团队都来自建发股份，（留置事件）对公司生产经营没有影响。" 值得注意的是，此前，红星美凯龙前高管高爽因在红星美凯龙任执行总裁期间涉嫌职务侵占而被判刑。 高管多次违规受罚 "截至5月13日，公司其他董事、监事和高级管理人员均正常履职。公司组织架构及内部控制机制完善，公司董事会运作正常。公司控制权未发生变化。"红 星美凯龙方面表示，同时，为保证公司日常经营工作顺利进行，由公司董事长李玉鹏先生在此期间代行总经理全部职责。 根据红星美凯龙公告，公司日常经营情况正常，上述事项不会对公司日常经营活动产生重大影响。"公司尚未知悉上述事项的进展及结论，公司将持续关注 上述事项的后续进展，并严格 ...