老牌家纺巨头梦洁股份（002397.SZ），正陷入"多事之秋"。 11月25日，梦洁股份官微发布《关于网络恶意不实信息的严正声明》。 声明称，公司董事陈洁通过个人自媒体发布 "实名举报" 内容，声称公司及相关高管存在 "设计圈 套"、"请君入瓮" 等不端行为，相关言论均属主观臆断与恶意捏造，已严重侵害公司及相关高管的名誉 权，扰乱资本市场秩序，涉嫌误导投资者。 公司已向公安机关报案，将依法追究其编造、传播虚假信息的法律责任，并启动民事诉讼程序。 11月25日，梦洁股份收报4.01元/股，近5日股价跌幅超10%，公司最新市值为30亿元。 据媒体报道，11月22日，自称为梦洁股份董事陈洁的人士撰写的一篇举报文章在网上流传，文章称梦洁 股份董事长姜天武、董秘李军等人涉嫌合同诈骗、涉嫌职务侵占、侵害投资者利益。举报文章长达1.3 万字，并晒出多张照片和聊天记录。 该文章显示："以梦洁股份董事长姜天武、董事会秘书李军为核心的利益团伙，采用分步实施、层层递 进等手段，精心设局，侵占长沙金森新能源有限公司（以下简称"金森新能"）数亿元巨额资金，导致金 森新能无法向债权人偿还债务；并且设局推动实际控制人、中战华信集团法人刘必 ...

公司表示已向公安机关报案，依法追究其编造、传播虚假信息的法律责任，同时通过启动民事诉讼程序 要求其停止侵权、消除影响、公开道歉并赔偿相应损失。 11月22日，自称为梦洁股份董事陈洁的人士撰写的一篇举报文章在网上流传，文章称梦洁股份董事长姜 天武、董秘李军等人涉嫌合同诈骗、涉嫌职务侵占、侵害投资者利益。举报文章长达1.3万字，并晒出 多张照片和聊天记录。 该文章显示："以梦洁股份董事长姜天武、董事会秘书李军为核心的利益团伙，采用分步实施、层层递 进等手段，精心设局，侵占长沙金森新能源有限公司（以下简称"金森新能"）数亿元巨额资金，导致金 森新能无法向债权人偿还债务；并且设局推动实际控制人、中战华信集团法人刘必安身陷牢狱。" 11月25日午间，梦洁股份在企业微信公众号发布关于网络恶意不实信息的严正声明，称："近日，我司 关注到公司董事陈洁通过个人自媒体平台发布所谓'实名举报'内容，声称公司及相关高管存在'设计圈 套''请君入瓮'等不端行为，已严重损害我司商誉及市场形象。" 对此，梦洁股份称，经严格核查，陈洁所宣称的"涉嫌合同诈骗""侵占巨额资金""伪造公章操纵文 件""人身威胁"等言论，均属主观臆断与恶意捏造，与 ...

（文章内容和数据仅供参考，不构成投资建议。投资者据此操作，风险自担。） 记者|王帆 编辑|||金冥羽 魏官红 杜恒峰 对此，梦洁股份称，经严格核查，陈洁所宣称的"涉嫌合同诈骗""侵占巨额资金""伪造公章操纵文件""人身威胁"等言论，均属主观臆断与恶意捏造，与公 司实际经营情况、内部管理流程及高管履职行为严重不符。"陈洁利用公司董事身份，散布不实言论，已严重侵害我司及相关高管的名誉权，扰乱资本市 场秩序，涉嫌误导投资者并挑动社会负面情绪。" 公司表示已向公安机关报案，依法追究其编造、传播虚假信息的法律责任，同时通过启动民事诉讼程序要求其停止侵权、消除影响、公开道歉并赔偿相应 损失。 梦洁股份主营业务为以套件、被芯、枕芯等床上用品为主的家用纺织业务，旗下品牌"梦洁"为"中华老字号"。2025年前三季度，梦洁股份实现营业收入 10.99亿元，同比下滑7.97%；实现归母净利润2651.76万元，同比增长28.69%。 《每日经济新闻》记者注意到，本次提出实名举报的陈洁于2023年初开始担任梦洁股份董事，随后两年多时间内，其多次对董事会议案提出弃权票和反对 票，也多次对公司定期报告提出异议。 每经记者｜王帆 每经编辑 ...

11月22日，自称为梦洁股份董事陈洁的人士撰写的一篇举报文章在网上流传，文章称梦洁股份董事长姜 天武、董秘李军等人涉嫌合同诈骗、涉嫌职务侵占、侵害投资者利益。举报文章长达1.3万字，并晒出 多张照片和聊天记录。 该文章显示："以梦洁股份董事长姜天武、董事会秘书李军为核心的利益团伙，采用分步实施、层层递 进等手段，精心设局，侵占长沙金森新能源有限公司（以下简称"金森新能"）数亿元巨额资金，导致金 森新能无法向债权人偿还债务；并且设局推动实际控制人、中战华信集团法人刘必安身陷牢狱。" 11月25日午间，梦洁股份在企业微信公众号发布关于网络恶意不实信息的严正声明，称："近日，我司 关注到公司董事陈洁通过个人自媒体平台发布所谓'实名举报'内容，声称公司及相关高管存在'设计圈 套''请君入瓮'等不端行为，已严重损害我司商誉及市场形象。" 对此，梦洁股份称，经严格核查，陈洁所宣称的"涉嫌合同诈骗""侵占巨额资金""伪造公章操纵文 件""人身威胁"等言论，均属主观臆断与恶意捏造，与公司实际经营情况、内部管理流程及高管履职行 为严重不符。"陈洁利用公司董事身份，散布不实言论，已严重侵害我司及相关高管的名誉权，扰乱资 本市场秩 ...

Core Viewpoint - Mengjie Co., Ltd. has responded to allegations made by board member Chen Jie, stating that the claims are subjective and malicious fabrications, and the company has reported the matter to the police and initiated civil litigation [2][6]. Group 1: Allegations and Company Response - Chen Jie, a board member, published a report on social media alleging various misconducts by the company and its executives, including contract fraud and embezzlement [9]. - Mengjie Co., Ltd. conducted a thorough investigation and found that the allegations made by Chen Jie were unfounded and severely damaging to the company's reputation and market image [6][11]. - The company has decided to use legal means to protect its rights, filing a police report and pursuing civil action against Chen Jie for spreading false information [6][11]. Group 2: Company Performance and Market Impact - Mengjie Co., Ltd. focuses on home textile products, including bedding and home care items, and reported a revenue of 1.099 billion yuan for the first three quarters of the year, a decrease of 7.97% year-on-year [11]. - The company achieved a net profit attributable to shareholders of 26.5176 million yuan, an increase of 28.69% compared to the previous year [11]. - As of November 25, the company's stock price was 4.01 yuan per share, with a decline of over 10% in the last five days, resulting in a market capitalization of 3 billion yuan [11].

中国基金报记者 忆山 针对董事陈洁的实名举报，11月25日，梦洁股份发布声明称，相关言论均为主观臆断或恶意 捏造，公司已向公安机关报案，并启动民事诉讼程序。 已向公安机关报案 梦洁股份表示，近日，公司关注到公司董事陈洁通过个人自媒体平台发布所谓"实名举报"内 容，声称公司及相关高管存在"设计圈套""请君入瓮"等不端行为，已严重损害公司商誉及市 场形象。 【导读】梦洁股份回应董事陈洁举报，已向公安机关报案 特此声明。 11月22日凌晨，微信公众号"陈洁披露真相"发布了一篇实名举报文章。梦洁股份董事陈洁指 出被举报人的多项违法违规手段及事实，包括涉嫌合同诈骗、职务侵占、操控虚假信息披露 等问题，涉及公司董事长姜天武、董事会秘书李军等多名高管。 经严格核查，陈洁所宣称的"涉嫌合同诈骗""侵占巨额资金""伪造公章操纵文件""人身威 胁"，以及所谓"遭遇离奇车祸""被诬告吸毒""推动中战华信法人深陷牢狱"等言论，均属主观 臆断与恶意捏造，与公司实际经营情况、内部管理流程及高管履职行为严重不符。陈洁利用 公司董事身份，散布不实言论，已严重侵害公司及相关高管的名誉权，扰乱资本市场秩序。 梦洁股份表示，公司坚决运用法律武器捍 ...

争议的导火索可追溯至10月21日。当日，梦洁股份公告收到湖南证监局下发的行政监管措施决定书。决 定书揭露，梦洁股份子公司福建大方睡眠以往来款形式向叶艺峰提供财务资助，截至2021年年末，资金 余额为6602.73万元；截至2025年9月30日，余额为6337.63万元。 "请君入瓮、趁火打劫、欺上瞒下、赶尽杀绝、偷天换日！"11月22日，家纺龙头梦洁股份（002397） （002397.SZ）第七届董事会董事陈洁通过个人公众号发布实名举报信，以五个凌厉的词汇撕开了这家 老牌家纺企业的治理裂缝。 陈洁列举了被举报人的五大核心违法违规手段及事实，直指董事长姜天武、董秘李军等核心高管。陈洁 指出，姜天武、李军等人多次通过虚假披露、选择性披露，欺上瞒下、误导监管，严重侵害广大中小股 东的权益，侵害资本市场信息披露的公开、公正、公平，为公司治理埋下了巨大隐患。 据深圳商报报道，陈洁还透露，为逼迫其放弃质疑，相关人员曾诬陷其吸毒、制造"非法滞留"场景，试 图通过不正当手段压制不同声音。其表示："在这几年中，本人在与姜天武、李军等人的博弈和维权过 程中，也遭受到多方各种阻扰，甚至遭遇离奇车祸，好在幸免遇难，但也让本人深刻意 ...

Core Viewpoint - The financial integrity of Hunan Mengjie Home Textile Co., Ltd. is under scrutiny as board member Chen Jie expresses concerns over the authenticity of the company's third-quarter report, citing unresolved issues related to fund misappropriation and inadequate financial management [3][4][6]. Financial Performance - In the first three quarters of the year, Mengjie reported a revenue of 1.099 billion yuan, a decrease of 7.97% year-on-year, while net profit attributable to shareholders increased by 28.69% to 26.5176 million yuan [10]. - The net profit after deducting non-recurring gains and losses was 24.7521 million yuan, reflecting a significant increase of 105.37% year-on-year [10]. Governance Issues - Chen Jie has consistently voted against or abstained from multiple proposals, indicating a lack of confidence in the company's governance and financial practices [3][7]. - The company is currently in a state of no controlling shareholder due to recent changes in ownership and disputes among shareholders, which raises concerns about its governance structure [11]. Regulatory Concerns - Mengjie received an administrative regulatory decision from the Hunan Securities Regulatory Bureau regarding fund misappropriation involving its subsidiary, which has not been adequately addressed [4][5]. - The company has been accused of cross-period recognition of revenue and costs, leading to distorted financial data [5][6]. Internal Conflicts - There is a notable internal conflict within the board, with Chen Jie publicly questioning the company's financial reporting, which could lead to investor concerns and potential stock price volatility [12]. - The ongoing disputes and lack of consensus among board members reflect a failure in the internal control mechanisms, potentially impacting decision-making efficiency [12].

Core Viewpoint - Hunan Mengjie Home Textile Co., Ltd. reported a revenue decline of 7.97% year-on-year to 1.099 billion yuan for the first three quarters of 2025, while net profit increased by 28.69% to 26.5176 million yuan, raising concerns about the authenticity of the financial report due to issues of revenue recognition [2][3][4] Financial Performance - For the first three quarters of 2025, Mengjie achieved revenue of 1.099 billion yuan, a decrease of 7.97% year-on-year, while net profit reached 26.5176 million yuan, an increase of 28.69% [2] - The company faced significant losses in 2022, with a total revenue of 2.033 billion yuan and a net loss of 448 million yuan, primarily due to operational pressures and goodwill impairment [9] - In 2023, revenue slightly rebounded to 2.156 billion yuan, but net profit remained low at 2.241 million yuan [9] - Revenue for 2024 dropped by 20.48% to 1.715 billion yuan, with net profit at 2.488 million yuan, indicating concerns over profit quality despite a year-on-year increase of 10.99% [9] Governance Issues - Board member Chen Jie opposed the financial report, citing issues such as uncollected financial assistance exceeding 60 million yuan and the lack of adjustments for revenue recognition discrepancies as noted by the Hunan Securities Regulatory Bureau [3][4] - The company has been under scrutiny for its financial management and internal controls, with a warning issued to top executives to rectify issues within three months [5][4] - The board has been divided, with Chen Jie representing one faction and raising concerns about the company's financial practices, while the other faction, led by former actual controller Jiang Tianwu, has faced challenges due to ownership disputes and regulatory investigations [7][8] Shareholder Dynamics - The company is currently in a "no actual controller" state, with significant shifts in shareholder power dynamics following the transfer of control to Changsha Jinsen New Energy Co., Ltd. [8] - The influence of Changsha Jinsen has diminished due to judicial freezes on their shares, leading to a loss of board representation and internal governance challenges [8] - Recent changes in shareholding have brought in new investors, with the stakes of Jiang Tianwu, Changsha Jinsen, and new entrants closely aligned, complicating the control structure [9] Cost Management - The increase in net profit despite declining revenue in 2025 is attributed to significant cost control measures, with a reduction of over 60 million yuan in sales and research expenses [9] - The company has closed over 400 stores, indicating a strategic shift to manage operational costs amid declining sales in core product categories [9] Industry Comparison - Compared to competitors like Mercury Home Textile and Luolai Life, which have recovered from revenue and profit declines, Mengjie continues to struggle with falling sales and profitability [9]

Core Viewpoint - Dream Jie's performance in the home textile industry shows a competitive position, ranking fourth in revenue and sixth in net profit among peers, indicating both strengths and areas for improvement in financial metrics [2][3]. Group 1: Company Overview - Dream Jie Co., Ltd. was established on April 9, 1981, and listed on the Shenzhen Stock Exchange on April 29, 2010. The company is based in Changsha, Hunan Province, and is a well-known player in the domestic home textile industry, focusing on the research, design, production, and sales of bedding products [1]. - The company operates primarily in the home textile sector, with its main products being bedding items, and is categorized under the textile and apparel industry [1]. Group 2: Financial Performance - For Q3 2025, Dream Jie reported a revenue of 1.099 billion yuan, ranking fourth in the industry, with the top competitor, Luolai Life, generating 3.385 billion yuan, and the industry average at 1.512 billion yuan [2]. - The company's net profit for the same period was 26.1234 million yuan, placing it sixth in the industry, while Luolai Life led with a net profit of 340 million yuan [2]. Group 3: Financial Ratios - As of Q3 2025, Dream Jie had a debt-to-asset ratio of 51.24%, which is higher than the industry average of 29.39%, showing a relatively high level of leverage [3]. - The gross profit margin for Dream Jie in Q3 2025 was 39.74%, slightly below the industry average of 39.88% [3]. Group 4: Executive Compensation - The chairman, Jiang Tianwu, received a salary of 1 million yuan in 2024, unchanged from the previous year. The general manager, Tu Yunhua, earned 970,500 yuan, which is an increase of 26,800 yuan from 2023 [4]. Group 5: Shareholder Information - As of September 30, 2025, the number of A-share shareholders for Dream Jie increased by 7.09% to 31,400, while the average number of shares held per shareholder decreased by 6.62% to 20,600 shares [5].