1月9日晚间，梦洁股份（002397）发布公告，公司于2026年1月8日召开了2026年第一次临时股东会及职工代表大会，选举产生了公司第八届董事会，并在 同日召开第一次会议，选举了董事长及专门委员会委员，聘任了高级管理人员及内部审计部长。昔日多次在任职期间投出反对或弃权票的董事陈洁此次在 董事会换届中离任。 新一届董事会由7名董事组成，其中非独立董事包括姜天武(董事长)、李军、易浩，职工代表董事张萍，独立董事陈共荣、杨平波、郑鹏程。 公司聘任的高级管理人员包括总经理易浩、财务总监李云龙、董事会秘书吴文文及内部审计部长龙翼，均符合任职资格。 公告称，公司第七届董事会非独立董事陈洁女士、独立董事秦拯先生因董事会换届离任。离任后，陈洁女士、秦拯先生不在公司担任任何职务。截至本公 告披露日，陈洁女士、秦拯先生未持有公司股票，不存在应履行未履行的承诺事项。 值得一提的是，公开资料显示，自2023年2月担任梦洁股份董事以来，陈洁曾15次在董事会及股东大会上对公司各项议案投出反对票或弃权票，成为A股 市场中罕见的"持续异议董事"。例如其曾对梦洁股份2025年半年报及第三季度报告均投出反对票。2025年12月22日董事会会议 ...

乐居财经 刘治颖 1月8日，梦洁股份（维权）(SZ002397)公告，经与会职工代表审议表决，同意选举张 萍为公司第八届董事会职工代表董事，与公司2026年第一次临时股东会选举产生的董事共同组成公司第 八届董事会，任期自本次职工代表大会审议通过之日起至第八届董事会任期届满之日止。 公告显示，公司实际控制权已于2025年8月11日发生变更，为尽快完善公司治理结构，董事会同意提名 姜天武、李军、易浩为公司第八届董事会非独立董事候选人，陈共荣、杨平波、郑鹏程为公司第八届董 事会独立董事候选人。 梦洁股份聚焦以套件、被芯、枕芯等床上用品为主的家用纺织业务，涵盖大家居业务、洗护业务等，集 研发、生产、推广、销售于一体。 2025年前三季度，梦洁股份营业收入10.99亿元，同比减少7.97%；归属于上市公司股东的净利润 2651.76万元，同比增长28.69%；归属于上市公司股东的扣除非经常性损益的净利润2475.21万元，同比 增长105.37%。 张萍，女，1981年出生，本科学历，曾任职于远大空调有限公司营销中心，公司人力资源部招聘经理、 人力资源经理等职，现任公司人力资源副总监。截至目前，张萍未持有公司股票。 据 ...

资料显示，湖南梦洁家纺股份有限公司位于湖南省长沙市高新技术产业开发区麓谷产业基地谷苑路168 号，成立日期1981年4月9日，上市日期2010年4月29日，公司主营业务涉及主要从事以床上用品为主的 家用纺织品的研发、设计、生产和销售。主营业务收入构成为：被芯34.75%，套件34.17%，其他 25.42%，枕芯5.66%。 梦洁股份所属申万行业为：纺织服饰-服装家纺-家纺。所属概念板块包括：C2M概念、新零售、网红经 济、低价、智能家居等。 截至9月30日，梦洁股份股东户数3.14万，较上期增加7.09%；人均流通股20643股，较上期减少6.62%。 2025年1月-9月，梦洁股份实现营业收入10.99亿元，同比减少7.97%；归母净利润2651.76万元，同比增 长28.69%。 资金流向方面，主力资金净流出424.32万元，特大单买入0.00元，占比0.00%，卖出369.16万元，占比 11.79%；大单买入479.15万元，占比15.31%，卖出534.31万元，占比17.07%。 梦洁股份今年以来股价跌1.49%，近5个交易日涨1.28%，近20日跌3.41%，近60日涨9.97%。 分红方面， ...

Core Viewpoint - The board of directors of Dream Jie Co., Ltd. (002397) held a meeting on December 22, 2025, where a proposal to amend the company's articles of association was passed despite dissent from board member Chen Jie, who raised concerns about the concentration of power and governance issues within the board [1][2][3]. Group 1: Board Meeting and Voting Outcomes - The board meeting was attended by all 8 directors, with independent director Qin Zheng participating via remote voting [1]. - The proposal to amend the articles of association was approved with a vote of 7 in favor, 1 against, and 0 abstentions [2]. Group 2: Opposition and Concerns Raised - Chen Jie voted against the proposal, arguing that it would allow a minority to control the board, undermining the interests of all shareholders [3]. - The amendment reduces the board from 11 to 7 members, potentially giving Chairman Jiang Tianwu disproportionate control over board operations [3]. Group 3: Qualifications of Board Members - Chen Jie expressed concerns about Jiang Tianwu's qualifications to serve as a non-independent director, citing past regulatory penalties for failure to disclose non-operational related transactions and other violations [4][6]. - Chen Jie highlighted that Jiang Tianwu's continued role as chairman could jeopardize the company's governance and the interests of minority investors [4][6]. Group 4: Allegations and Company Response - Chen Jie has been a vocal critic, having voted against various proposals since joining the board, and has made serious allegations against Jiang Tianwu and other executives, including contract fraud and misappropriation of funds [8][9]. - Dream Jie Co., Ltd. issued a statement denying Chen Jie's allegations, asserting that they are unfounded and damaging to the company's reputation [9]. Group 5: Company Performance and Financials - Dream Jie Co., Ltd. has faced declining revenues, with sales dropping from 2.463 billion to 1.715 billion from 2021 to 2024, and consecutive losses in 2021 and 2022 [9]. - Despite a small profit in 2024, the company closed over 400 stores, and revenue for the first three quarters of 2025 still showed a decline of 7.97% year-on-year [9].

证券研究报告·公司研究简报·电机Ⅱ 八方股份（603489） 25Q3 业绩超市场预期，电踏车拐点已至 2025 年 12 月 23 日 增持（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 1,648 | 1,357 | 1,474 | 1,696 | 1,959 | | 同比（%） | (42.18) | (17.66) | 8.61 | 15.11 | 15.50 | | 归母净利润（百万元） | 127.86 | 63.85 | 93.88 | 123.23 | 145.41 | | 同比（%） | (75.03) | (50.06) | 47.04 | 31.26 | 18.00 | | EPS-最新摊薄（元/股） | 0.54 | 0.27 | 0.40 | 0.53 | 0.62 | | P/E（现价&最新摊薄） | 53.64 | 107.41 | 73.05 | 55.65 | 47.16 | [Ta ...

从事家纺行业近30年的胡明亮介绍，2025年原材料价格出现明显分化。羽绒成本同比上涨约20%，而长 绒棉的价格则同比下降了15%左右。为此，企业迅速调整经营策略，不仅稳住了市场，线上渠道的销量 还获得了显著增长。 在家访上游生产车间，工人们正在加紧裁剪、缝制。负责人介绍，现在生产线上主要忙的是国内的订 单，正处在最紧张忙碌的赶工阶段。目前，国外的冬季货品已经基本备齐，正在发往港口。 江苏省南通市国际家纺产业园区提供的数据显示，2024年，叠石桥和志浩两大家纺市场交易额超2400亿 元，家纺产量超12亿件，平均每分钟生产1350套套件、670条被子和340只枕头。 随着气温走低，上海冬季的"暖消费"悄然升温，羽绒被销量有所增加。同时，临近春节，带有中式提 花、刺绣等传统工艺的家纺产品，销售也迎来了一波高峰。 在江苏南通叠石桥国际家纺城内，磨毛、绒类等面料的暖冬产品占据显要位置。 （来源：财闻） 2025年原材料价格出现明显分化。羽绒成本同比上涨约20%，而长绒棉的价格则同比下降了15%左右。 ...

本报（chinatimes.net.cn）记者李凯旋 北京报道 董事陈洁和湖南梦洁家纺股份有限公司（002397.SZ，下称"梦洁股份"）大有即将"对簿公堂"的趋势， 两者之间互不相让。近期，有多家媒体报道，陈洁在网络上公开举报梦洁股份的董事长姜天武、董秘李 军侵害中小投资者利益。12月3日，陈洁发文，并且公布了多条录音证据。 值得关注的是，此前，梦洁股份方面已经发布了声明，表示陈洁所述内容不实，且已经报案。但陈洁一 步都不让，立刻回应称可以与姜天武、李军等人公开对质。 实名举报再度引燃"战火" 《华夏时报》记者注意到，的确有一个名为"陈洁披露真相"的公众号自11月12日起便不断发表文章，举 报姜天武和李军存在违规行为，且用词十分激烈。 尽管陈洁一直"抨击"梦洁股份原阵营的姜天武和李军，但金森新能源在这笔股权交易中实际上也存 在"违规行为"。从股权上来看，李国富是金森新能源的控股股东和实际控制人。但在此之前，李国富与 刘必安签署了代持股协议，刘必安才是金森新能源真正的实控人，且金森新能源收购梦洁股份所花费的 3.85亿元中，有3.35亿元来自刘必安安排的相关方。 2023年11月份，股权交易"东窗事发"，金森 ...

Core Viewpoint - Dream Jie Co., Ltd. has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential investment opportunities [1][2]. Group 1: Stock Performance - As of November 28, Dream Jie Co., Ltd. saw a stock price increase of 2.16%, reaching 4.25 CNY per share, with a total market capitalization of 3.178 billion CNY [1]. - The stock has increased by 44.56% year-to-date, with a 4.17% rise over the last five trading days, 1.92% over the last 20 days, and 12.14% over the last 60 days [2]. - The company has appeared on the trading leaderboard seven times this year, with the most recent occurrence on July 2, where it recorded a net buy of -22.5432 million CNY [2]. Group 2: Financial Performance - For the period from January to September 2025, Dream Jie Co., Ltd. reported a revenue of 1.099 billion CNY, a year-on-year decrease of 7.97%, while the net profit attributable to shareholders was 26.5176 million CNY, reflecting a year-on-year increase of 28.69% [2]. - The company has distributed a total of 804 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Business Overview - Dream Jie Co., Ltd. specializes in the research, design, production, and sales of household textiles, primarily bedding products, with revenue contributions from comforters (34.75%), bedding sets (34.17%), other products (25.42%), and pillows (5.66%) [2]. - The company is categorized under the textile and apparel industry, specifically in the home textile sector, and is associated with concepts such as low price, small cap, internet celebrity economy, C2M, and new retail [2].

Core Viewpoint - Dream Jie Co., Ltd. is facing significant challenges due to allegations of misconduct by a board member, which has led to a sharp decline in its stock price and raised concerns about its financial stability [1][4][5]. Financial Performance - The company's revenue has been on a downward trend since 2021, peaking at 2.463 billion yuan, followed by a drop to 2.033 billion yuan in 2022, representing a year-on-year decline of 17.46% [7]. - In 2024, revenue is projected to further decline to 1.715 billion yuan, a decrease of 30.37% compared to the 2021 peak [7]. - For the first three quarters of this year, the company's revenue was only 1.099 billion yuan, a year-on-year decrease of 7.97%, marking the lowest figure for the same period since 2017 [7]. Profitability Issues - Dream Jie reported net losses of 156 million yuan and 448 million yuan in 2021 and 2022, respectively, totaling a loss of 604 million yuan, which has driven retained earnings into negative territory [7]. - Although the company managed to turn a profit in 2023 and 2024, the total net profit for these two years is less than 50 million yuan, with the net profit excluding non-recurring items being under 23 million yuan [7]. - In the first three quarters of this year, the net profit attributable to shareholders increased by 28% to 26.52 million yuan, but the third quarter saw a dramatic decline, with net profit of only 1.1026 million yuan, a quarter-on-quarter drop of 92.83% [7]. Corporate Governance Concerns - Allegations made by board member Chen Jie claim that the company's chairman and secretary have engaged in fraudulent activities and misled investors, which has raised serious concerns about corporate governance and the integrity of financial disclosures [5][6]. - The company has responded by filing a police report and initiating civil litigation against the dissemination of false information, indicating a serious commitment to addressing these allegations [1].

Core Viewpoint - A whistleblower article alleging serious misconduct by Dream洁股份 executives has surfaced, claiming contract fraud and misappropriation of funds, which the company has vehemently denied [1][2]. Group 1: Allegations and Company Response - The whistleblower, identified as Chen Jie, claims that the company's chairman and secretary are part of a group that misappropriated billions from a subsidiary, leading to significant financial distress [1]. - Dream洁股份 issued a statement refuting the allegations, describing them as baseless and harmful to the company's reputation and market image [1]. - The company has reported the matter to law enforcement and is pursuing legal action against Chen Jie for spreading false information [1]. Group 2: Company Performance - Dream洁股份 specializes in home textiles, including bedding products, and is recognized as a "Chinese Time-honored Brand" [2]. - For the first three quarters of 2025, the company reported revenue of 1.099 billion yuan, a year-on-year decline of 7.97%, while net profit attributable to shareholders was 26.5176 million yuan, an increase of 28.69% [2]. - Chen Jie, the whistleblower, has been a board member since early 2023 and has previously expressed dissent on various board proposals and company reports [2].