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， ...

Group 1 - Jiangsu's various industries are showing strong momentum as they kick off the new year, with significant projects and agricultural production actively underway [2] - The National Advanced Materials Regional Technology Transfer and Transformation Center is supporting major R&D teams and providing services to universities and enterprises for material preparation and high-end product manufacturing [2] - Nantong Mengjie Home Textile Co., Ltd. has a backlog of orders, with 42,000 sets of bedding and 35,000 sets of comforters scheduled for delivery by February [2] - Jiangsu Taipu Power Machinery Co., Ltd. has over 6 million yuan in current orders and aims for over 10% growth this year, building on last year's 40 million yuan in revenue [3] Group 2 - The agricultural sector is also thriving, with the cucumber industry in Huai'an Huaiyin District seeing a significant increase in prices, with current prices at 3.8 yuan per pound compared to 1.5 yuan per pound last year [5] - The area dedicated to cucumber cultivation has surpassed 10,000 acres, yielding approximately 170,000 tons annually, with sales exceeding 400 million yuan for fresh cucumbers [5]

（来源：南京晨报） 转自：南京晨报 寒冬来临，一款保暖舒适、安全可靠的被芯成为提升睡眠质量的关键。江苏省消保委调查发现，不少消 费者在被芯的选择和使用上都犯了难，他们反映精挑细选的被芯却出现填充物结块、保暖性不足、有异 味、跑绒等问题。 江苏省消保委线上问卷调查显示，选购被芯时，消费者最关注被芯产品的填充物材质，占比43.8%；其 次是耐用性、蓬松度、重量和保暖性占比分别为36.8%、34%、31%和31%。在使用被芯过程中，消费 者反馈存在填充物重量以及品质与宣传不符、填充物结块、冬季保暖性不足、填充物跑绒等问题。为帮 助消费者精准避开选购陷阱，选到适配需求的优质被芯，江苏省消保委结合被芯产品特性与市场常见问 题，发布专属消费提示。 选填充物：按需选择才更暖 被子的保暖效果与使用体验，核心由填充物决定，选择时需要综合考虑使用场景（季节、地域等）和消 费习惯（预算、偏好等）。目前，冬季被子的主流填充物主要包括羽绒、蚕丝、羊毛、棉花、聚酯纤维 等，各有专属特点与选购要点。线上问卷调查结果显示，在冬日，55.8%的消费者更为偏爱蚕丝被， 47.2%的消费者倾向于鹅绒被，超两成消费者青睐棉被（27.5%）和羊绒被（ ...

Investment Rating - The investment rating for the company is "Buy" [12] Core Insights - The home textile industry has maintained stable growth, with new opportunities arising from the emergence of big-ticket items. Mercury Home Textiles, a leading player in the industry for nearly 40 years, has built differentiated competitive advantages through continuous product upgrades, leading e-commerce channel layouts, and a focus on big-ticket items [4][8] - The company has achieved a compound annual growth rate (CAGR) of 9.5% in revenue from 2015 to 2024, with a notable increase in gross margin from 35.3% in 2020 to 44.2% in the first three quarters of 2025 [7][22] Summary by Sections Company Overview - Mercury Home Textiles, originally established as "Longgang Jiangnan Garment Factory" in 1987, has a clear growth path, moving to Shanghai in 2000 and launching its sub-brand, Belis, in 2002. The company has focused on e-commerce since 2008 and has seen steady revenue growth [7][20] Industry Landscape - The home textile market has remained stable, with a size of approximately 300-350 billion yuan over the past five years. The market is fragmented, with the top three brands holding around 1% market share each, and Mercury Home Textiles leading the industry [8][46] Product and Channel Strategy - The company has upgraded its product structure, focusing on high-value items. The sales of comforters have become a significant part of its revenue, with the company ranking first in global comforter sales in 2023-2024. The e-commerce channel has become a major growth engine, with over 50% of revenue coming from online sales [9][32] Marketing Strategy - Mercury Home Textiles has expanded its brand influence through various marketing strategies, including celebrity endorsements and collaborations with KOLs on platforms like Xiaohongshu and Douyin. This multi-faceted approach aims to enhance brand recognition and consumer engagement [10][57]

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].

Core Viewpoint - The article emphasizes the strategic shift of Mercury Home Textiles from focusing on diverse bedding products to standardizing core items like pillows and comforters, aiming to enhance inventory turnover and meet consumer needs for better sleep quality [1][4][5]. Group 1: Company Background - Mercury Home Textiles, established in 1987, has evolved into a modern enterprise integrating R&D, design, production, and sales, with a goal of serving 30 million households and achieving annual sales of 10 billion yuan [1]. - The company was recognized as a high-tech enterprise in Shanghai in 2009 and successfully went public on the Shanghai Stock Exchange in 2017 [1]. Group 2: Inventory Management - Inventory turnover is identified as a critical performance indicator in the home textile industry, with a focus on efficiency as a competitive advantage [2][4]. - The challenge of maintaining a large SKU (Stock Keeping Unit) count leads to lower inventory turnover rates, creating a difficult cycle for companies [4]. Group 3: Strategic Shift - The company is shifting its focus from complex bedding sets to standardized products, which allows for better inventory control and higher turnover rates [4][5]. - A challenging target has been set for the team: to double sales while keeping inventory levels unchanged, thereby minimizing capital tied up in stock [5]. Group 4: Management Philosophy - The balance between change and stability is highlighted as a key management philosophy, with a consistent mission to ensure families sleep well, a commitment to product quality, and a long-term vision of building a century-old brand [7]. - The company has shown adaptability by entering e-commerce early and investing in product innovation and technology, such as AI design models [7]. Group 5: Brand Storytelling - The company acknowledges a long-term challenge in effectively communicating its brand story, which limits consumer perception to merely "good quality" rather than creating a compelling reason to purchase [8][12]. - There is an ongoing effort to enhance brand narrative and emotional connection with consumers, recognizing that product quality alone is insufficient for brand loyalty [12]. Group 6: Competitive Strategy - The company’s focus on core competencies and refusal to diversify into unrelated sectors has strengthened its resilience through various economic cycles [13]. - The strategy of concentrating on the main business is seen as essential for long-term survival and growth, aligning with the goal of establishing a lasting brand [13].

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].