旧房改造占大家居市场比例已达40% 最近，市民张女士正在对自己所居住的房子进行局改。"我一直喜欢大方厅，觉得宽敞大气。但女儿念 书期间，需要不被打扰的学习空间，因此一直保留了小书房。"张女士告诉记者，女儿去年考到了外地 读书，只有寒暑假回来，两口子商量了一番后，终于决定打通小书房与客厅，改造成客餐厅一体设 计。"工程没有想象中大，提前做好方案，设计师说从装修进场到全部搞定，只需要一个星期，到时候 我们找个短租公寓住几天就可以。" 而市民王小姐对于房间局改的需求则更为具体——打柜子。她现在住的这套房子是当年新婚时买下，原 本打算过渡几年换房，由于太忙一直搁置了下来。但随着安置的物品越来越多，收纳空间不够的问题亟 须解决。"还好现在很多品牌都有局部改造方案，因为我们是一边住一边打柜子，所以选择了一家符合 我们环保要求的定制品牌，两万元的成本就解决了问题。" 业内人士表示，对旧房子进行局部改造及焕新正在成为越来越多人的选择，可以预见的是这一领域的潜 力还未充分展现。 中装协住宅分会数据显示，2024年大家居市场规模突破6万亿元，其中旧房改造占比已经高达40%。随 着房地产进入存量时代，这一比例还将持续攀升，旧房翻新 ...

6月6日下午消息，近日，位于广州市增城区的居然之家新塘店内，顾家、欧铂尼、伊仕利和原川等四家 家居品牌店"爆雷"，数百户装修业主的订单无法交付，涉及金额逾千万元。消费者反映，"爆雷"前这些 品牌店曾以享受"国补"诱导他们下订单和一次性交全款，而实际上连正常订单都未交付就关门走人。 居然之家新塘店由原增城万户来家居商场升级而来。2018年12月，万户来与居然之家达成战略合作，成 为后者全国第303家分店。增城万户来家居商场由广东廉江人林国金于2008年创立，其现任居然之家新 塘店董事长。前述涉事门店均由林国金家族代理经营，实际运营由其子林荣军负责。 新浪财经了解到，目前，在当地政府部门的协调下，涉事品牌之一的欧铂尼已制定了相应的处理方案。 针对提供了买卖合同、属于真实订单且能明确订购欧铂尼定制产品的客户，欧铂尼将先垫资生产交付， 后再根据所取得的债权向林国金追讨。 "反馈要求交付的客户，公司安排了专属设计师对接，大部分客户已下单，少部分客户等待确认设计方 案中，确认后均会安排加急生产并安装。"欧铂尼相关人士表示。 公开资料显示，欧铂尼是欧派家居集团旗下的独立子品牌，主要覆盖高端门窗、木门及门墙柜定制市 场。由于 ...

Group 1: Company Strategy and Innovation - The company leverages flexible production technology to meet the increasing demand for personalized furniture while maintaining cost control [2] - The introduction of the "AI Design Factory" aims to enhance operational efficiency and transform the business model through systematic AI deployment [2][3] - The launch of integrated wall and cabinet products represents an advancement in the company's "whole-house customization" model, enhancing overall design coherence [3] Group 2: Financial Performance and Shareholder Returns - The company has maintained a cash dividend of 9 RMB per 10 shares for two consecutive years, with plans to continue this trend based on operational performance [4] - The profit distribution plan for 2024 aims for a total cash dividend of no less than 100 million RMB, reflecting a commitment to shareholder returns [4] - The company reported a significant net cash flow exceeding 1.1 billion RMB over the past two years, indicating strong cash-generating capabilities [4] Group 3: Cost Management and Operational Efficiency - The company reduced its workforce by 16.22% to 7,689 employees by the end of 2024 as part of ongoing organizational restructuring [5] - Continuous cost control measures and operational efficiency optimizations have been implemented to enhance profitability [5][7] - The integration of a comprehensive knowledge base covering 300,000 product types and 3 million housing designs has improved operational processes and customer interaction [5][7] Group 4: Market Expansion and Future Plans - The company plans to expand its market presence through a "1+N" city development model and aims to open 500 stores across 9 cities [6][7] - The strategic focus for 2025 includes enhancing product quality, optimizing supply chain management, and leveraging AI technology for overseas business expansion [6][7] - The company is committed to adapting to the fourth-generation housing market by developing suitable products and services [8]

志邦家居(603801) 报告日期：2025 年 04 月 30 日 Q1 零售业务表现较优，海外渠道持续扩张 ——志邦家居点评 投资要点 ❑ 志邦家居发布 24A&25Q1 业绩 24A 实现收入 52.58 亿（同比-14.04%），归母净利 3.85 亿（同比-35.23%），扣非归 母净利 3.40 亿（同比-38.06%）。 24Q4 单季实现收入 15.83 亿（同比-27.66%），归母净利 1.19 亿（同比-51.48%）， 扣非归母净利 1.07 亿（同比-52.19%）。 25Q1 单季实现收入 8.18 亿（同比-0.30%），归母净利 0.42 亿（同比-10.90%）。 ❑ 收入端：25Q1 直营业务大幅增长，门店优化布局 1、品类端：整合资源，优化布局 1）厨柜 24A 收入 23.94 亿（同比-15.6%），24Q4 收入 7.33 亿（同比-32.5%），25Q1 收入 2.65 亿（同比-16.29%）；2）衣柜 24A 收入 21.21 亿（同比-15.4%），24Q4 收入 6.17 亿（同比-25.7%），25Q1 收入 4.21 亿（同比+9.72%）； 3）木门 ...

Core Viewpoint - The home furnishing market in 2025 is highly competitive, and companies need to find new paths for high-quality growth and build differentiated advantages. Shangpin Home has initiated a strategic combination of "products + technology + showrooms + marketing" to address these challenges [1]. Group 1: Strategic Initiatives - Shangpin Home has opened its flagship store in Chengdu, marking a significant step in its Southwest strategy, featuring a high-design, immersive home decoration experience [3][5]. - The new fifth-generation showroom focuses on consumer demand, integrating AI technology to enhance products and services across five dimensions: aesthetics, practicality, comprehensive solutions, intelligence, and efficiency [5][9]. - The flagship store aims to provide a one-stop home customization solution, utilizing cutting-edge design and technology to create an interactive consumer experience [7][10]. Group 2: Market Positioning - The store is strategically located in commercial office buildings to target high-spending consumers, differentiating itself from traditional showroom formats with a focus on visual appeal and immersive experiences [9][30]. - The opening of the Chengdu flagship store is part of Shangpin Home's broader strategy to penetrate the Southwest market, which is a key area for furniture production and consumption [27][29]. Group 3: Product Innovation - Shangpin Home has launched a new line of integrated door and cabinet products, responding to the shift in consumer demand from piecemeal purchases to comprehensive design solutions [14][16]. - The new product series includes various styles to meet diverse consumer preferences, enhancing the overall aesthetic of home spaces [16][18]. Group 4: Promotional Strategies - The flagship store's opening featured significant promotional offers, including a matching gift for purchases and government subsidies, aimed at attracting consumers and enhancing the shopping experience [23][24]. - The store also includes a variety of high-end appliances and furniture, reinforcing the one-stop shopping concept for consumers [21]. Group 5: Future Outlook - Shangpin Home's strategic initiatives, including the fifth-generation showroom, product innovation, and AI technology integration, are designed to reshape the competitive landscape of the home furnishing industry [30]. - The company aims to leverage its existing supply chain and production capabilities to enhance service responsiveness and cost competitiveness in the market [29].

随着家装消费人群的迭代升级，个性化、便捷化和一站式的家装需求进一步推动了整家模式的发展，整 家定制已然成为家居行业的风口。大变革时代，知常明变者赢，守正创新者进！ 2025年如果你想要增加定制品类，想要转型做定制或者想要换个定制品牌的老板们，不妨看看大自然整 家定制，这不仅仅是一个超有潜力的赚钱好项目，更是一个让您安心加盟、共赢未来的绝佳机会。"携 手大自然·整家赢未来"大自然整家木门2025新商优选会，正在火热火热进行，诚邀志同道合的老板共赴 蓝海！ 硬核品牌力，盈利有底气 大自然家居作为亚洲行业十大领军品牌，凭借其卓越的品牌力，已经跻身2024亚洲品牌500强，品牌价 值高达910.56亿元。强大品牌影响力和知名度，消费者对大自然带有足够的认知和信任，拥有先天的竞 争优势，有利于更好的抢占当地市场！选择大自然整家定制，就是选择了一个具有深厚底蕴和市场影响 力的品牌，起步直接赢在起点。 强大智造力，无忧交付更给力 大自然整家定制在江苏泗阳、江西南康、广西鹿寨、安徽叶集等地布局全球先进的6大集约化智造基 地，智能化的生产线和全数字化的管理，确保了产品的稳定性和高品质，引领家居行业向智能化、自动 化、柔性化生产 ...