Core Viewpoint - On February 23, a total of 34 listed companies had their restricted shares unlocked, with a total market value of approximately 19.007 billion yuan [1] Group 1: Restricted Share Unlocking Details - Luzhou Laojiao (000568) had 2.0425 million shares unlocked under equity incentive restrictions - AVIC Xi'an Aircraft Industry (000768) had 4.3606 million shares unlocked under equity incentive restrictions - Hubei Energy (000883) had 19.2779 million shares unlocked under equity incentive restrictions - Jining Pharmaceutical (000919) had 1.92 million shares unlocked under equity incentive restrictions - Guangji Pharmaceutical (000952) had 2.5209 million shares unlocked under equity incentive restrictions - China Software (600536) had 57,200 shares unlocked under equity incentive restrictions - Xinhua Medical (600587) had 1.7845 million shares unlocked under equity incentive restrictions - Baoxin Software (600845) had 10.2578 million shares unlocked under equity incentive restrictions - China Railway (601390) had 55.9338 million shares unlocked under equity incentive restrictions - China Communications Construction (601800) had 5.593 million shares unlocked under equity incentive restrictions - StarNet Ruijie (002396) had 2.8342 million shares unlocked under equity incentive restrictions - Lopuskin (002333) had 22.3212 million shares unlocked under A-share issuance to legal persons - Wanbangda (300055) had 33.6538 million shares unlocked under A-share issuance to legal persons - Hangyang Co., Ltd. (002430) had 5.2049 million shares unlocked under equity incentive restrictions - Taijia Co., Ltd. (002843) had 949,600 shares unlocked under equity incentive restrictions - Nanda Optoelectronics (300346) had 130,000 shares unlocked under equity incentive restrictions - Anhui Natural Gas (603689) had 2.5064 million shares unlocked under equity incentive restrictions - Zhongyan Dadi (003001) had 97,200 shares unlocked under equity incentive restrictions - Yuanxiang New Materials (301300) had 30.2983 million shares unlocked with extended lock-up period - Yidao Information (001314) had 88.6187 million shares unlocked under pre-issuance restrictions - Tongda Electric (603390) had 579,500 shares unlocked under equity incentive restrictions - Yangzhou Jinqiao (603307) had 50 million shares unlocked under pre-issuance restrictions - Aili Home (603221) had 2.29 million shares unlocked under equity incentive restrictions - Zhili Fang (301312) had 333,900 shares unlocked under equity incentive restrictions - Kuntai Co., Ltd. (001260) had 83.25 million shares unlocked under pre-issuance restrictions - Entropy Technology (301330) had 92.5223 million shares unlocked with extended lock-up period - Yatong Precision (603190) had 596,100 shares unlocked under pre-issuance restrictions - Sanwang Communication (688618) had 87,400 shares unlocked - Longxun Co., Ltd. (688486) had 30.6312 million shares unlocked - Dize Pharmaceutical (688192) had 991,100 shares unlocked - Haohan Depth (688292) had 57.5177 million shares unlocked - Haizheng Biomaterials (688203) had 78.5601 million shares unlocked - Diaomicro (688381) had 55.9536 million shares unlocked - Zhongrun Optics (688307) had 29.8507 million shares unlocked [1]

Group 1 - The core point of the announcement is that the controlling shareholder's concerted action partners, Zhangjiagang Zehui Enterprise Management Center (Limited Partnership) and Zhangjiagang Zexing Enterprise Management Center (Limited Partnership), have reduced their shareholding in the company, Aili Home Technology Co., Ltd. [1] - Zehui reduced its holdings by 573,700 shares, accounting for 0.23% of the total share capital, while Zexing reduced its holdings by 192,100 shares, accounting for 0.08% of the total share capital, during the period from January 30, 2026, to February 4, 2026 [1][2] - After these transactions, the combined shareholding of the controlling shareholder and its concerted action partners decreased from 73.31% to 73.00% [1] Group 2 - This equity change is part of a previously disclosed reduction plan and does not trigger a mandatory tender offer [2] - The reduction will not lead to any changes in the controlling shareholder or actual controller, nor will it significantly impact the company's governance structure or ongoing operations [2] - The company will continue to monitor the progress of the reduction plan and fulfill its information disclosure obligations as required [2]

Core Viewpoint - The company, Aili Home (603221.SH), reported a reduction in shareholding by its controlling shareholder and concerted parties, indicating a slight decrease in their overall ownership percentage [1] Shareholding Changes - The controlling shareholder, Zhangjiagang Zehui Enterprise Management Center (Limited Partnership), reduced its holdings by 573,700 shares, accounting for 0.23% of the total share capital from January 30, 2026, to February 4, 2026 [1] - The concerted party, Zhangjiagang Zexing Enterprise Management Center (Limited Partnership), reduced its holdings by 192,100 shares, representing 0.08% of the total share capital during the same period [1] - Following these transactions, the combined shareholding of the controlling shareholder and its concerted parties decreased from 73.31% to 73.00% [1]

证券代码：603221 证券简称：爱丽家居 公告编号：临 2026-003 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 爱丽家居科技股份有限公司 关于控股股东及其一致行动人权益变动触及 1%刻度 的提示性公告 控股股东之一致行动人张家港泽慧企业管理中心（有限合伙）及张家 港泽兴企业管理中心（有限合伙）保证向本公司提供的信息真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 73.31% | | | | 权益变动后合计比例 | 73.00% | | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ | 否☑ | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 三、 其他说明 1.本次权益变动为控股股东之一致行动人履行此前披露的减持计划（具体 内容详见《爱丽家居科技股份有限公司控股股东之一致行动人减持股份计划公告》 公告编号：临 2026-001 ...

Core Viewpoint - The announcement from Aili Home indicates a planned reduction in shareholding by major shareholders, which will not affect the control of the company or trigger a mandatory bid [1] Group 1: Shareholding Changes - Major shareholders Zehui and Zexing reduced their holdings by 573,700 shares and 192,100 shares respectively, accounting for 0.23% and 0.08% of the total share capital [1] - Following this reduction, the combined shareholding of the controlling shareholder and its concerted parties decreased from 73.31% to 73.00% [1] - The reduction is part of an ongoing share reduction plan and does not involve any illegal activities [1]

Core Viewpoint - The company expects a significant decline in net profit for the fiscal year 2025, primarily due to decreased domestic factory business volume and increased costs, alongside expenses related to the establishment of its Mexican operations [1][2]. Financial Performance - The projected net profit attributable to the parent company for 2025 is estimated to be between 14.5 million and 20.2 million yuan, representing a decrease of 118 million to 123 million yuan compared to the previous year, which is a decline of 85.35% to 89.49% year-on-year [2]. - The expected net profit, excluding non-recurring gains and losses, is forecasted to be between 9.9 million and 14.5 million yuan, reflecting a reduction of 128 million to 132 million yuan from the prior year, equating to a year-on-year decrease of 89.81% to 93.04% [2]. Operational Challenges - The decline in main business revenue is attributed to the drop in domestic factory operations and the ongoing ramp-up phase of overseas factories, which has led to increased unit labor costs and manufacturing expenses [1][2]. - The company is incurring additional expenses during the setup phase of its operations in Mexico, contributing to the overall financial strain [1].

Group 1 - The core viewpoint of the article indicates that Aili Home (603221) is experiencing a significant decline in expected profits for 2025, with projections showing a decrease of 85.35% to 89.49% year-on-year [1][3] - On January 23, 2026, Aili Home's stock closed at 13.64 yuan, down 1.3%, with a turnover rate of 2.28% and a trading volume of 55,200 shares, resulting in a transaction amount of 75.31 million yuan [1] - The main capital flow on January 23 showed a net outflow of 10.09 million yuan from major funds, accounting for 13.39% of the total transaction amount, while retail investors had a net inflow of 10.05 million yuan, representing 13.34% of the total [1][3] Group 2 - Aili Home's performance forecast for 2025 estimates a net profit attributable to shareholders ranging from 14.5 million to 20.2 million yuan, with a significant decline due to various factors including changes in the international trade environment and increased costs related to overseas operations [1][3] - The company anticipates a net profit after deducting non-recurring gains and losses between 9.9 million and 14.5 million yuan, reflecting a decrease of 89.81% to 93.04% year-on-year [1][3] - The decline in performance is attributed to factors such as the changing international trade environment, ramp-up of production capacity at overseas factories, increased costs for establishing a company in Mexico, and exchange losses due to the appreciation of the RMB against the USD [1][3]

Core Viewpoint - The company, Aili Home Technology Co., Ltd., anticipates a significant decline in net profit for the year 2025, projecting a decrease of 85.35% to 89.49% compared to the previous year [2][3]. Group 1: Performance Forecast - The company expects to achieve a net profit attributable to shareholders of the parent company between 14.5 million and 20.2 million yuan for the year 2025, which represents a decrease of 117.73 million to 123.43 million yuan compared to the previous year [2][3]. - The forecasted net profit, excluding non-recurring gains and losses, is expected to be between 9.9 million and 14.5 million yuan, reflecting a reduction of 127.75 million to 132.35 million yuan year-on-year [2][3]. Group 2: Previous Year’s Performance - In the previous year, the total profit was 145.12 million yuan, with a net profit attributable to shareholders of the parent company amounting to 137.93 million yuan [4]. - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 142.25 million yuan [4][5]. Group 3: Reasons for Profit Decline - The significant decline in net profit is attributed to several factors, including a decrease in business volume at domestic factories due to changes in the international trade environment and tariff policy adjustments, as well as rising unit labor costs and manufacturing expenses [6]. - Increased expenses during the establishment phase of the company's operations in Mexico have also contributed to the profit decline [7]. - The appreciation of the RMB against the USD has led to increased foreign exchange losses for the domestic company [8].

Core Viewpoint - The company, Aili Home Technology Co., Ltd., anticipates a significant decline in net profit for the fiscal year 2025, projecting a decrease of approximately 85.35% to 89.49% compared to the previous year [2][3]. Group 1: Performance Forecast - The company expects to achieve a net profit attributable to shareholders of the parent company between 14.5 million and 20.2 million yuan for the year 2025, representing a decrease of 117.73 million to 123.43 million yuan year-on-year [2][3]. - The projected net profit, excluding non-recurring gains and losses, is estimated to be between 9.9 million and 14.5 million yuan, reflecting a year-on-year decline of 127.75 million to 132.35 million yuan [2][3]. Group 2: Previous Year’s Performance - In the previous year, the total profit was 145.12 million yuan, with a net profit attributable to shareholders of the parent company at 137.93 million yuan [4]. - The net profit, excluding non-recurring gains and losses, was recorded at 142.25 million yuan [4]. Group 3: Reasons for Performance Decline - The decline in net profit is attributed to several factors, including a decrease in business volume at domestic factories due to changes in the international trade environment and tariff policies, as well as rising unit labor costs and manufacturing expenses [6]. - Increased expenses during the establishment phase of the company's operations in Mexico have also contributed to the decline [7]. - The appreciation of the RMB against the USD has led to increased foreign exchange losses for the domestic company [8].

Core Viewpoint - Aili Home (爱丽家居) is expected to experience a significant decline in net profit for the year 2025, with projections indicating a decrease of 85.35% to 89.49% compared to the previous year [1] Financial Performance - The company's stock closed at 13.64 yuan on January 23, 2026, down 1.3% from the previous trading day, with a total market capitalization of 3.336 billion yuan [1] - The stock opened at 13.83 yuan, reached a high of 13.88 yuan, and a low of 13.57 yuan, with a trading volume of 75.3078 million yuan and a turnover rate of 2.28% [1] Profit Forecast - Aili Home forecasts a net profit attributable to shareholders of the parent company between 14.5 million yuan and 20.2 million yuan for 2025 [1] - The net profit excluding non-recurring gains and losses is expected to be between 9.9 million yuan and 14.5 million yuan, reflecting a year-on-year decrease of 89.81% to 93.04% [1] Reasons for Decline - The decline in performance is attributed to changes in the international trade environment, ramp-up of production capacity at overseas factories, increased costs related to the establishment of a company in Mexico, and increased foreign exchange losses due to the appreciation of the RMB against the USD [1]