Core Viewpoint - Xilinmen Furniture Co., Ltd. is changing its name to Xilinmen Healthy Sleep Technology Co., Ltd. to align with its strategic development in the sleep technology sector, marking a significant brand transformation from a traditional furniture manufacturer to a technology-driven sleep solution provider [1][5][6]. Company Strategy and Transformation - The name change reflects the company's commitment to "dedicating to human health sleep" and aims to enhance brand recognition and premium positioning in the market [6][15]. - Xilinmen has invested heavily in sleep technology, holding 2,376 valid patents, including 73 invention patents, and has developed core technologies such as flexible air bags and intelligent monitoring systems [1][12]. - The company has established a proprietary 5G industrial internet platform and has been recognized as an advanced intelligent factory in Zhejiang Province [1][14]. Market Context and Growth Potential - The Chinese sleep economy market has grown from 261.63 billion yuan in 2016 to 495.58 billion yuan in 2023, with projections to reach 658.68 billion yuan by 2027, indicating a significant growth opportunity [7]. - Increasing consumer awareness of sleep quality is driving demand for smart sleep products that incorporate features like intelligent monitoring and personalized adjustments [8][15]. Product Innovation and Development - Xilinmen's product range has expanded from traditional soft furniture to include smart sleep products, with electric smart home products accounting for over 3% of revenue in the first three quarters of 2025 [12]. - The company has successfully upgraded its core technology modules, enabling dynamic adjustment of mattress firmness and intelligent adaptation to sleep environments [12][15]. - The Aise Baobao brand has achieved the highest L4 level certification for smart mattresses, showcasing the company's leadership in the smart sleep product category [4][13]. Industry Trends and Future Outlook - The sleep industry is transitioning into a technology-driven phase, characterized by product intelligence, data-driven services, and ecosystem integration [15]. - Xilinmen is positioned to lead this transformation by leveraging data to enhance user engagement and create continuous value-added services, thereby redefining sleep as a measurable and manageable health metric [15].

来源：环球网 【环球网综合报道】 12月9日，喜临门发布关于拟变更公司名称及修订《公司章程》的公告。 根据公告，公司中文名称拟由"喜临门家具股份有限公司"变更为"喜临门健康睡眠科技股份公司"。英文 名称拟由"XilinmenFurniture Co., Ltd."变更为"Sleemon Healthy Sleep Technology Co., Ltd."。证券简称"喜 临门"及证券代码"603008"保持不变。 图源：喜 临门 对于更名原因，喜临门在公告中指出，根据经营发展需要，为全面、准确地配合公司战略发展布局，实 现未来产业规划，使公司名称与公司定位及战略规划相匹配，拟变更公司名称。 公告指出，在消费者对健康睡眠需求不断升级以及公司自身业务发展需求的共同驱动下，喜临门坚定推 进从"传统家具制造商"向"科技型睡眠解决方案供应商"的战略转型。通过夯实床垫主业根基，持续多年 进行睡眠科技研发投入，公司以技术与产品的不断创新实现跨越式发展。截至目前公司拥有有效专利总 数2376项（国际专利38项，国内专利2338项），其中有效发明专利73项。产品品类从传统软体家具拓展 至智能深睡系列，2025年前三季度公司电动 ...

Core Viewpoint - Xilinmen Furniture Co., Ltd. is focusing on the development of AI smart mattresses, emphasizing a dual product strategy to cater to both high-end and mass-market segments, while also addressing investor concerns regarding cash flow and profitability strategies [2][3][4][5][6]. Group 1: AI Smart Mattress Development - The company has launched high-end flagship products equipped with a complete AI system, transitioning from passive support to active management [2]. - A "high-low parallel" product matrix strategy is being implemented, with high-end products serving as technology benchmarks and mass-market products designed to meet diverse consumer needs [3]. - The acceptance of smart features among users is increasing, with adjustable firmness, heating, and massage functions becoming key drivers for consumer purchasing decisions [3]. Group 2: Investment and Cash Flow - The company has experienced a net outflow of investment cash flow of 200-300 million over the past three years, primarily due to investments in new capacity and smart upgrades [4][5]. - Investments have been directed towards the construction of production bases and the upgrade of intelligent systems across multiple locations, including Northern China, Jiangxi, and Henan [5]. Group 3: Profitability Enhancement Strategies - The company has outlined a systematic plan to enhance profitability through three dimensions: scale reduction in costs, structural improvement in profits, and efficiency enhancement in expenses [5][6]. - Emphasis is placed on leveraging scale effects to reduce unit costs and improve overall performance by expanding market share and optimizing production efficiency [5]. - The company aims to increase the proportion of high-margin products by focusing on its own brand business and optimizing the business structure [6].

Core Insights - The Chinese government has approved a plan to implement "Artificial Intelligence +" actions, marking a new phase for AI applications in the country, particularly benefiting the sleep industry, which intersects health and home sectors [1] - The smart sleep technology market is projected to grow from $15 billion in 2022 to $62.1 billion by 2031, with a compound annual growth rate (CAGR) of 17.4% [1] - Company Xilinmen is transitioning from a traditional mattress manufacturer to a comprehensive health management service provider, leveraging EEG technology and ecosystem partnerships [1] Group 1: Technological Advancements - Xilinmen has partnered with BrainCo to launch the "宝褓BrainCo" smart mattress, utilizing non-invasive EEG technology to capture brainwave signals and create medical-grade sleep profiles [2] - The system can reduce average sleep onset time from 70 minutes to 30-35 minutes and significantly increase deep sleep duration [2] - Xilinmen has achieved a technological leap with the launch of the AISE宝褓 series and the establishment of a joint research center with Tsinghua University focusing on emotional AI systems [2][3] Group 2: Market Validation - Since its launch, Xilinmen's AI mattress has gained market recognition, with sales exceeding 100 million yuan in 2024 and a successful opening of an AI sleep experience center in Changchun [4] - The "aise宝褓" series is now available in over 200 stores nationwide and has expanded into Southeast Asia and the Middle East, providing personalized mattress recommendations to over 130,000 users [4] - The company's transformation has led to a significant increase in product pricing and the integration of sleep data with health management services [4] Group 3: Future Prospects - As brain-computer interface and generative AI technologies mature, Xilinmen's "AI companionship" strategy will evolve, offering customized sleep solutions based on user data [5] - The collaboration with BrainCo will extend beyond mattresses to include smart sleep pillows and other products, enhancing supply chain and channel cooperation [5] - Xilinmen aims to leverage a vast sleep data database and partnerships with top institutions to transition from "smart" to "intelligent" systems, striving for the vision of "no one sleepless tonight" [6]