炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，21财经《辟谣财知道》注意到，自媒体账号"陈洁披露真相"连日来发布多条涉梦洁股份（维权） （002397.SZ）信息，称梦洁股份董事长姜天武、董秘李军等人涉嫌合同诈骗与职务侵占，侵害投资者 利益。 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》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，相关言论均为主 观臆断或恶意捏造，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，并启动民事诉讼程序。 21财经·南财快讯记者梳理发现，自2023年4月至2025年10月，梦洁股份已陆续披露9份异议公告，均涉 陈洁异议内容，陈洁由此成为A股罕见的"持续异议董事"。 随后，陈洁"转战"微信公众号，11月12日发布的首条"实名举报"相关内容阅读量便破1.6万。 公开资料显示，梦洁股份主营业务是高端床上用品的设计、生产和销售以及高品质的家居生活服务。三 季报显示，前三季度公司营收为10.99亿元，同比下降7.97%；归 ...

作者丨叶映橙 见习记者林健民 编辑丨张楠 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》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，相关言论均为主观臆断或恶意捏造，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，并启动民事诉讼程序。 近日，21财经《辟谣财知道》注意到，自媒体账号"陈洁披露真相"连日来发布多条涉梦洁股份 （002397.SZ）信息， 称梦洁股份董事长姜天武、董秘李军等人涉嫌合同诈骗与职务侵占，侵 害投资者利益。 而彼时梦洁股份称，天职国际会计师事务所(特殊普通合伙)已就公司2022年度财务报告出具了 标准无保留意见的审计报告。除董事陈洁外，公司董事会其他10名董事、全体监事及高级管理 人员均签署了董事、监事、高级管理人员关于2022年年度报告及2023年一季报的书面确认意 见，保证公司2022年年度报告及2023年一季报内容真实、准确、完整，不存在任何虚假记 载、误导性陈述或重大遗漏。 21财经·南财快讯记者梳理发现，自2023年4月至2025年10月， ...

Core Viewpoint - Dream洁股份 reported a decline in revenue for 2024, but managed to achieve a growth in net profit, indicating a focus on cost reduction and efficiency despite challenging market conditions [2][8]. Financial Performance - In 2024, Dream洁股份 achieved revenue of 1.715 billion yuan, a year-on-year decrease of 20.48%, while net profit attributable to shareholders was 24.88 million yuan, an increase of 10.99% [2]. - For Q1 2025, the company reported revenue of 330 million yuan and a net profit of 10.04 million yuan, reflecting a year-on-year growth of 13.87%, with a non-recurring net profit growth of 69.97% [2][8]. Sales Channels - Online sales revenue decreased by 37%, while direct sales and franchise sales fell by 3.23% and 24.53%, respectively [3][5]. - Franchise sales remain the largest revenue channel, followed by direct sales [4]. Store Performance - The number of franchisees decreased from 821 to 788, and the company closed more stores (434) than it opened (212) during the reporting period [5][6]. - The average revenue per direct store increased significantly from 1.8254 million yuan to 3.0306 million yuan [5]. Strategic Direction - The company plans to continue its high-end product strategy, optimize its direct sales channel, and expand its franchise network in 2025 [7]. - There is an emphasis on enhancing operational capabilities and integrating online and offline sales channels [7]. Board Concerns - Board member Chen Jie voted against several resolutions, citing concerns over significant guarantee risks related to a subsidiary and issues with financial disclosures and internal controls [8][9]. - Chen Jie highlighted the lack of transparency regarding the company's financial dealings and questioned the rationale behind increased expenditures on store construction [10][11].

Core Viewpoint - Dream Jie Co., Ltd. has demonstrated resilience in its financial performance, achieving revenue growth and profitability despite market challenges, driven by a focus on high-end bedding products and operational efficiency [1][2][6] Financial Performance - In 2024, the company reported a revenue of 1.715 billion yuan and a net profit of 24.88 million yuan, marking a year-on-year increase of 10.99% [1] - For Q1 2025, revenue reached 330 million yuan with a net profit of 10.04 million yuan, reflecting a year-on-year growth of 13.87% and a 69.97% increase in net profit after excluding non-recurring items [1] - The company has successfully reduced sales, management, and financial expenses, while also decreasing inventory and accounts receivable [2] Product Strategy - High-end bedding products remain the core competitive advantage, with Dream Jie ranked first in sales among similar products for 16 consecutive years [2] - The company has launched several successful high-end products, including the "Silk Language Jiangnan" silk quilt and the award-winning "American Goose Down Quilt" [2] - New patented products have been introduced to meet consumer demands for functionality and comfort [2] Technological Innovation - Dream Jie has been recognized as the first "National Intelligent Manufacturing (Home Textile Factory) Demonstration Enterprise" by the Ministry of Industry and Information Technology, enhancing production efficiency by nearly 40% and reducing costs by about 30% [3] - The company invested over 55 million yuan in R&D, filing six invention patents during the reporting period [3] Market Positioning - The company is adapting to market changes by enhancing high-end personalized services and smart home bedding products, contributing to increased market concentration [4] - Dream Jie is restructuring its offline channel strategy to focus on high-end markets, achieving an average revenue of 3.0306 million yuan per renovated store [4] E-commerce and Marketing - In 2024, online sales revenue reached 317 million yuan, with a year-on-year gross margin increase of 1.47% [4] - The company is leveraging new retail models and deepening engagement with live-streaming e-commerce platforms to enhance brand exposure and customer conversion [5] Policy and Market Opportunities - As one of the first brands included in the Shanghai home textile consumption subsidy program, Dream Jie is capitalizing on policy advantages to boost sales [6]