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从单一功能到场景智能 家居行业开启“智家共享”新格局
Huan Qiu Wang· 2025-06-30 10:01
Industry Overview - The home furnishing industry is currently facing dual challenges of low consumer confidence and intensified market competition [1] - There is a growing trend among Chinese households shifting their demand for home furnishing from "having" to "quality" [3] Product Development - The evolution of bathroom products, such as the transition from traditional squat toilets to smart toilets, reflects consumers' ongoing pursuit of a healthy and comfortable lifestyle [3] - The sofa segment is experiencing a significant upgrade, moving from basic functionality to high-end quality, characterized by features like electric smart control and ergonomic support [3] - The introduction of the "first-class functional sofa era" signifies a leap in product development, showcasing a comprehensive advancement in consumer lifestyle concepts [3] Company Innovations - Zhi Huashi's "first-class cabin" has broken the price barrier of imported high-end functional sofas through continuous investment in independent research and development [3] - The company has achieved over 240 proprietary patents, enabling the localization of key components and reducing manufacturing costs for high-end functional sofas [3][4] - The innovative alloy frame designed by Zhi Huashi has undergone rigorous testing, demonstrating durability and a lifespan of up to 10 years [4] Market Positioning - Zhi Huashi's focus on original research and development, along with a robust after-sales service system, has established it as a trusted brand among global consumers and recognized by major retailers [3]
居然智家(000785) - 关于控股股东及其一致行动人部分股份解除质押及再质押的公告
2025-06-23 10:45
证券代码:000785 证券简称:居然智家 公告编号:临 2025-038 居然智家新零售集团股份有限公司 关于控股股东及其一致行动人部分股份解除质 押及再质押的公告 本公司及除董事长汪林朋先生外的董事会全体成员保证信息披露的内容真实、准 确、完整,没有虚假记载、误导性陈述或重大遗漏。 居然智家新零售集团股份有限公司(以下简称 "公司"或"本公司")于 2025年6月23日收到控股股东北京居然之家投资控股集团有限公司(以下简称"居 然控股")及其一致行动人霍尔果斯慧鑫达建材有限公司(以下简称"慧鑫达") 关于其持有的本公司部分股份解除质押并重新办理质押(以下简称"本次股份质 押")登记的通知,具体事项如下: 一、股份解除质押及质押的基本情况 | 股东名 | 是否为控股股东 或第一大股东及 | 本次解除质 | 占其所持 | 占公司总 | 质押起始日 | 质押解 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | 其一致行动人 | 押股数(股) | 股份比例 | 股本比例 | | 除日 | | | 居然控股 | 控股股东 | 375,00 ...
【立方早知道】巴奴递表港交所/创新药赛道迎重磅利好/最高100亿元!美的集团再抛回购方案
Sou Hu Cai Jing· 2025-06-17 00:36
Group 1: Company Developments - Banu International Holdings Limited submitted its listing application to the Hong Kong Stock Exchange, reporting revenues of 5.639 billion RMB in Q1 2024 and 7.087 billion RMB in Q1 2025, with adjusted net profits of 575 million RMB and 767 million RMB respectively [1] - Midea Group announced a share repurchase plan with a maximum amount of 10 billion RMB and a minimum of 5 billion RMB, aiming to repurchase up to 1 billion shares, which is approximately 1.30% of the total issued shares [6] - *ST Zhongdi plans to transfer its real estate development assets and liabilities to its controlling shareholder for 1 RMB, focusing on property services and asset management for strategic transformation [7] - Muyuan Foods announced that its application for H-share issuance has been accepted by the China Securities Regulatory Commission [8] - *ST Jiuyou's stock will be delisted, with the Shanghai Stock Exchange initiating the delisting process due to significant reporting violations, including a fine of 8.5 million RMB [10] - Weir Shares will change its name to Haowei Group, effective June 20, 2025 [11] - Three squirrels terminated the acquisition of Hunan Ailing Food Technology due to failure to reach agreement on core terms [12] - Bohai Automobile plans to acquire stakes in four automotive parts companies through a combination of share issuance and cash payments [13] - Zhujiang Beer elected a new chairman, Huang Wensheng, following the retirement of the previous chairman [14] Group 2: Industry Trends - The National Medical Products Administration announced measures to support innovative drug development, including a 30-day review process for clinical trial applications [3] - Guangdong Province aims to cultivate 3-5 leading enterprises in the nuclear medicine industry by 2030, enhancing innovation capabilities and establishing a competitive industry cluster [5] - The National Radio and Television Administration is implementing regulations to improve user experience in internet television services, addressing issues related to automatic renewal and user complaints [4] - Shanshui Technology plans to invest 6 billion RMB in a new chemical materials project, expected to generate an annual output value of 8 billion RMB upon completion [19]
居然智家(000785) - 关于第一期员工持股计划第二个锁定期解锁条件未成就的公告
2025-06-13 10:00
证券代码:000785 证券简称:居然智家 公告编号:临 2025-037 居然智家新零售集团股份有限公司 关于第一期员工持股计划第二个锁定期 解锁条件未成就的公告 本公司及除董事长汪林朋先生外的董事会全体成员保证信息披露的内容真实、准确、完 整,没有虚假记载、误导性陈述或重大遗漏。 居然智家新零售集团股份有限公司(曾用名:居然之家新零售集团股份有限 公司,以下简称"公司"或"本公司")第一期员工持股计划(以下简称"本员 工持股计划")第二个锁定期已于 2025 年 3 月 24 日届满。根据中国证券监督管 理委员会(以下简称"中国证监会")《关于上市公司实施员工持股计划试点的 指导意见》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规 范运作》等相关规定,依据公司 2024 年度业绩考核结果及持有人个人层面绩效 考核结果,本员工持股计划第二个锁定期解锁条件未成就,现将相关情况公告如 下: 一、员工持股计划的基本情况 (一)本员工持股计划的批准与实施 公司于 2023 年 2 月 15 日召开第十一届董事会第二次会议、第十届监事会第 二次会议,于 2023 年 3 月 7 日召开 2023 年 ...
居然智家(000785) - 居然智家新零售集团股份有限公司投资者关系活动记录表
2025-06-12 11:20
居然智家新零售集团股份有限公司 证券代码:000785 证券简称:居然智家 | | ☐特定对象调研 ☐分析师会议 | | --- | --- | | 投资者关 | ☐媒体采访 业绩说明会 | | 系活动类 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | 别 | ☐其他 | | 参与单位名 | 线上参与湖北辖区上市公司2025年投资者集体接待日活动暨2024年度业绩说明会 | | 称 | | | 时间 | 2025年06月12日 15:50-16:50 | | 地点 | 全景网(https://rs.p5w.net/html/147973.shtml)网络平台 | | | 董事兼执行总裁(代行董事长、CEO职责)王宁先生 | | 上市公司 | | | 接待人员 | 副总裁朱蝉飞女士 | | 姓名 | 董事会秘书王建亮先生 | | | 1、公司年初发布的2025年五大计划,除了参加GTC大会,其他计划进展如何?为什 | | | 么没有进展公告?智能家居研究院和北京新能源汽车交付中心现进展如何? | | | 回复:2025年经济政策的着力点转向扩内需、促消费,也是国补大年,公司依 | | 投资者关 ...
广州居然之家一卖场以“国补”诱导消费 200余名消费者预付全款却遭遇商家无法履约
Yang Guang Wang· 2025-06-09 03:34
Core Viewpoint - The article highlights a significant issue in Guangzhou's furniture and home decoration market, where multiple consumers have reported that businesses, specifically the Ouponi and Gujia brands, failed to fulfill their contractual obligations after receiving substantial prepayments, leading to a total of approximately 896 million yuan in unfulfilled contracts involving 232 consumers [1][10]. Group 1: Consumer Complaints and Contract Issues - Consumers reported signing contracts for full-home customization and renovation services, only to find that the businesses could not deliver on their promises, resulting in financial losses [1][3]. - The Ouponi store offered a promotional package that included government subsidies, which consumers believed to be legitimate, prompting them to make large upfront payments [2][5]. - Many consumers experienced similar issues, with reports indicating that the Ouponi store began failing to deliver on orders around October 2024, and by March 2025, the store was reportedly empty [3][4]. Group 2: Business Practices and Accountability - The involved businesses, including Gujia and Ouponi, have been accused of misleading consumers into signing contracts without the ability to fulfill them, potentially constituting contract fraud under Chinese law [8][11]. - The local government has formed a special task force to address the situation, involving multiple departments to ensure consumer rights are protected and to investigate the businesses' financial practices [10][12]. - As of now, some consumers have received partial compensation, with brands covering about 20% of the contract obligations, while others are pursuing legal action to recover their losses [4][10]. Group 3: Regulatory Response and Future Actions - The local authorities are actively investigating the financial operations of the involved businesses, which reportedly used 13 different accounts to manage consumer payments, indicating a complex and potentially fraudulent financial structure [10][11]. - The government has encouraged affected consumers to pursue collective legal action, with 119 individuals already opting for this route, while also ensuring that the brands fulfill their commitments to consumers [10][12]. - Authorities are focusing on identifying and addressing the vulnerabilities in the business model that allowed such widespread consumer exploitation to occur [12].
独家 | 居然之家品牌店“爆雷”后续:欧铂尼垫资交付 后向经销商追债
Xin Lang Ke Ji· 2025-06-06 06:36
Group 1 - The core issue involves four home furnishing brands, including 欧铂尼, facing significant operational failures at the 居然之家新塘 store, leading to hundreds of customers unable to receive their orders, with total amounts exceeding tens of millions [1] - Customers reported that prior to the operational failures, these brands lured them into placing orders with promises of government subsidies, only to later close without fulfilling the orders [1] - 欧铂尼, one of the affected brands, has developed a plan to address the situation, including advancing production for customers with valid contracts and seeking reimbursement from the store's operator, 林国金 [1] Group 2 - 欧铂尼 operates as an independent sub-brand under 欧派家居集团, focusing on high-end custom doors and cabinets, due to trademark disputes preventing the use of the 欧派 brand for certain products [2] - Since October of the previous year, the 欧铂尼 store at 居然之家新塘 has faced issues with order fulfillment, leading to customer complaints and eventual police involvement as the store became unresponsive [2] - 林国金, the dealer for 欧铂尼, operates independently, meaning that customer payments were collected by him rather than directly by 欧铂尼, complicating the resolution of the financial disputes [2]
居然智家(000785) - 关于控股股东部分股份解除质押的公告
2025-06-03 11:30
证券代码:000785 证券简称:居然智家 公告编号:临 2025-036 居然智家新零售集团股份有限公司 关于控股股东部分股份解除质押的公告 本公司及除董事长汪林朋先生外的董事会全体成员保证信息披露的内容真实、准 确、完整,没有虚假记载、误导性陈述或重大遗漏。 居然智家新零售集团股份有限公司(以下简称 "公司"或"本公司")于2025 年 6月3日收到控股股东北京居然之家投资控股集团有限公司(以下简称"居然控股") 关于其持有的本公司部分股份已解除质押的通知,具体事项如下: 一、股份质押及解除质押的基本情况 | 股东名 | 是否为控股股东 或第一大股东及 | 本次解除质 | 占其所持 | 占公司总 | 起始日 | 解除日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | 其一致行动人 | 押股数(股) | 股份比例 | 股本比例 | | | | | 居然 | 控股股东 | 59,500,000 | 3.61% | 0.96% | 2025年3月27日 | 2025年5 | 中国银河证券 | | 控股 | | | | | | 月30 ...
居然智家新零售集团股份有限公司 关于公司及子公司2025年度 担保的进展公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000785 证券简称:居然智家公告编号:临2025-036 居然智家新零售集团股份有限公司 关于公司及子公司2025年度 担保的进展公告 本公司及除董事长汪林朋先生外董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 一、担保情况概述 北京居然之家家居连锁有限公司(以下简称"家居连锁")为居然智家新零售集团股份有限公司(以下简 称"公司"或"本公司")全资子公司。公司于2025年4月29日、2025年5月23日分别召开第十一届董事会第 十八次会议、第十届监事会第十七次会议、2024年年度股东大会,审议通过了《关于公司及子公司2025 年度担保额度预计的议案》,同意公司及下属子公司2025年度提供担保额度总计不超过人民币124,000 万元,其中,家居连锁及其相关下属分(子)公司向家居连锁下游优质商户提供担保的总额度不超过人 民币50,000万元。上述担保额度有效期为公司2024年年度股东大会审议通过之日起至2025年年度股东大 会召开之日止,具体担保金额、担保期限、担保方式等条款以实际签订的合同约定为准。具体内 ...
居然智家(000785) - 关于公司及子公司2025年度担保的进展公告
2025-05-23 11:16
证券代码:000785 证券简称:居然智家 公告编号:临 2025-036 居然智家新零售集团股份有限公司 关于公司及子公司 2025 年度担保的进展公告 本公司及除董事长汪林朋先生外董事会全体成员保证信息披露的内容真实、准确、完 整,没有虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 北京居然之家家居连锁有限公司(以下简称"家居连锁")为居然智家新零 售集团股份有限公司(以下简称"公司"或"本公司")全资子公司。公司于 2025 年 4 月 29 日、2025 年 5 月 23 日分别召开第十一届董事会第十八次会议、 第十届监事会第十七次会议、2024 年年度股东大会,审议通过了《关于公司及子 公司 2025 年度担保额度预计的议案》,同意公司及下属子公司 2025 年度提供担 保额度总计不超过人民币 124,000 万元,其中,家居连锁及其相关下属分(子) 公司向家居连锁下游优质商户提供担保的总额度不超过人民币 50,000 万元。上 述担保额度有效期为公司 2024 年年度股东大会审议通过之日起至 2025 年年度 股东大会召开之日止,具体担保金额、担保期限、担保方式等条款以实际签订的 合同约定为准 ...