Core Insights - MLILY is expanding its presence in overseas markets by participating in major exhibitions in Germany, showcasing its innovative sleep technology and global supply chain strategy [1][8] Group 1: Exhibition Participation - MLILY participated in the Heimtextil exhibition in Frankfurt from January 13 to 16, highlighting its diverse product matrix, including the Manchester United co-branded series and new technology mattresses [3] - The company also showcased its products at the Imm Cologne exhibition from January 20 to 23, focusing on its local manufacturing capabilities in Europe [8] Group 2: Product Innovation - The upgraded Manchester United co-branded series features various mattress types and accessories, emphasizing personalized sleep experiences and the strong partnership with Manchester United [3] - The new Air+ series mattresses redefine sleep quality through three dimensions: environmental sustainability, health, and technology, with specific models incorporating eco-friendly materials and innovative features [5] Group 3: Manufacturing and Supply Chain - MLILY's manufacturing capabilities are supported by its production bases in Serbia and Spain, which enhance responsiveness to European market demands and reduce order delivery times [14][15] - The company emphasizes its manufacturing strengths by showcasing core technologies and production processes at exhibitions, reinforcing its ability to handle large-scale orders [10] Group 4: Brand Strategy and Market Expansion - Since 2015, MLILY has established a manufacturing network in Europe and has partnered with local brands to build a retail presence across multiple countries [15][16] - The company aims to become a respected global brand, having sold products in 110 countries and regions, and is actively expanding its cross-border e-commerce operations [18]

Market Overview - The home goods sector increased by 0.95% on January 21, with Mengbaihe leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Top Performers - Mengbaihe (603313) closed at 10.58, up 9.98% with a trading volume of 271,000 shares and a turnover of 278 million yuan [1] - Mengtian Home (603216) closed at 57.60, up 7.66% with a trading volume of 99,700 shares and a turnover of 567 million yuan [1] - Gongchuang Yiqiu (6605099) closed at 45.67, up 7.46% with a trading volume of 71,300 shares and a turnover of 317 million yuan [1] Underperformers - Filinger (603226) closed at 30.78, down 4.94% with a trading volume of 48,700 shares and a turnover of 151 million yuan [2] - Jiangxin Home (301061) closed at 89.01, down 2.19% with a trading volume of 18,100 shares and a turnover of 162 million yuan [2] - Aigang Home (603221) closed at 13.55, down 2.02% with a trading volume of 60,700 shares and a turnover of 82.5 million yuan [2] Capital Flow - The home goods sector saw a net inflow of 49.8 million yuan from institutional investors, while retail investors experienced a net inflow of 6.66 million yuan [2] - The main funds showed a significant net inflow in Mengbaihe, amounting to 66.89 million yuan, while retail investors had a net outflow of 31.46 million yuan [3] - Other notable net inflows included Taili Technology (301595) with 22.90 million yuan and Zhejiang Yongqiang (002489) with 17.56 million yuan [3]

Core Viewpoint - The company has a significant presence in the European market, with approximately 22% of its main business revenue coming from this region, particularly from countries like Germany, Italy, and Spain [1] Group 1: Revenue Contribution - The revenue from the European region constitutes about 22% of the company's overall main business revenue [1] - The business in EU countries, especially Germany, Italy, and Spain, represents a substantial portion of the European revenue [1] Group 2: Sales Channels - The company sells products to the European market through both domestic and European factories [1] - Additionally, the company promotes its own brand in Europe through channel acquisitions and partnerships [1]

Group 1 - The core point of the article is that Mengbaihe (603313.SH) announced a share reduction by a major shareholder, Zhongyue Focus No. 9, which has completed its reduction plan [1] - Zhongyue Focus No. 9 reduced its holdings by 5.7 million shares, accounting for 1% of the company's total share capital, between January 8, 2026, and January 16, 2026 [1] - After the completion of the reduction, Zhongyue Focus No. 9 holds 43,804,507 shares, representing 7.68% of the company's total share capital [1]

证券代码：603313 证券简称：梦百合 公告编号：2026-003 | 股东名称 | 中阅聚焦 | 9 号 | | | | --- | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | | □是 | √否 | | | 直接持股 | 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | | □是 | √否 | | | 其他：/ | | | | | 持股数量 | 49,504,507股 | | | | | 持股比例 | 8.68% | | | | | 当前持股股份来源 | 协议转让取得：49,504,507股 | | | | 上述减持主体无一致行动人。 梦百合家居科技股份有限公司 关于持股 5%以上股东减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 股东持股的基本情况：本次减持计划实施前，梦百合家居科技股份有限 公司（以下简称"公司"）持股 5%以上股东中阅资本管理股份公司－中阅聚焦 9 号私募证券投资基金（以下简 ...

国浩律师（上海）事务所 法律意见书 2026 年第一次临时股东会之 法律意见书 致：梦百合家居科技股份有限公司 国浩律师（上海）事务所（以下简称"本所"）接受梦百合家居科技股份有 限公司（以下简称"公司"）的聘请，指派王卫东律师、赵振兴律师出席并见证 了公司 2026 年第一次临时股东会（以下简称"本次股东会"）。 本所律师根据《中华人民共和国公司法》《中华人民共和国证券法》《上市 公司股东会规则》等法律、法规和中国证券监督管理委员会的有关规定，按照律 师行业公认的业务标准、道德规范和勤勉尽责精神，对本次股东会的召集和召开 程序、出席会议人员的资格、召集人资格、会议表决程序和表决结果开展核查工 作，出具本法律意见书。 一、本次股东会的召集、召开程序 公司于 2025 年 12 月 31 日向公司股东发出了《关于召开 2026 年第一次临时 股东会的通知》（以下简称《会议通知》）。《会议通知》载明了本次股东会召 开的时间、地点、提交会议审议的提案、有权出席会议股东的股权登记日、会议 联系人姓名和电话号码，以及网络方式的表决时间等事项。其中，《会议通知》 以明显的文字说明，股权登记日即 2026 年 1 月 12 ...

证券代码：603313 证券简称：梦百合 公告编号：2026-004 梦百合家居科技股份有限公司 2026年第一次临时股东会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次会议是否有否决议案：无 （一）股东会召开的时间：2026 年 1 月 16 日 （二）股东会召开的地点：如皋市丁堰镇皋南路 999 号公司综合楼会议室 （三）出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 299 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 278,223,393 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股份 | 50.4777 | | 总数的比例（%） | | （四）表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次股东会采用的表决方式是现场投票和网络投票相结合的方式，会议由公 司董事会召集，由董事长倪张根先生主持本次股东会。会议的召集、召开和表决 方式符合《公司法》及《公司 ...

Summary of Key Points Core Viewpoint - The major shareholder, Zhongyue Focus No. 9, has completed a share reduction plan, decreasing its stake in Dream Lily from 8.68% to 7.68% after selling 5,700,000 shares for approximately 53.09 million yuan [1] Group 1: Shareholder Actions - Zhongyue Focus No. 9 held 49,504,507 shares before the reduction, representing 8.68% of the total share capital [1] - The initial plan was to reduce holdings by up to 5,705,868 shares, which is not more than 1% of the total share capital, within three months following the announcement on December 13, 2025 [1] - The share reduction occurred between January 8 and January 16, 2026, through a centralized bidding method [1] Group 2: Financial Impact - The total amount raised from the share reduction was 53.09 million yuan [1] - After the completion of the reduction plan, the holding percentage of Zhongyue Focus No. 9 decreased to 7.68% [1]

Core Viewpoint - Mengbaihe Home Technology Co., Ltd. announced a reduction in shareholding by a significant shareholder, indicating potential changes in investor sentiment and ownership structure [1] Group 1: Shareholder Activity - Zhongyue Capital Management Co., Ltd. - Zhongyue Focus No. 9 Private Securities Investment Fund reduced its holdings by 4.1 million shares, representing 0.72% of the total share capital of the company [1] - The shareholding percentage of Zhongyue Focus No. 9 decreased from 8.68% to 7.96%, marking a change that touches the 1% threshold [1]

证券代码：603313 证券简称：梦百合 公告编号：2026-002 | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 8.68% | | | | 权益变动后合计比例 | 7.96% | | | | 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☑ | | 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 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | ☑其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 | 信息披露义务人名称 | | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | --- | | | | □ | 控股股东/实控人 | | | 中阅资本管理股份公 | | ...