界面新闻记者 | 蓝丽琦

行业数据及报告

· 定制家居三季度报：价格战见效，欧派、索菲亚三季度净利涨超15%

congdisanjidudeyejilaikan，jinguanxingyelongtououpaijiaju（603833.sh）yingshoutongbijinzengzhang2%，danguimujinglishixian20%yishangdezhangfu；suofeiya（002572.sz）yingshoutongbizengzhangchaoguo9%，guimujinglirunshixian15%dezengzhang。

ciwai，jiagezhande“fanduipai”zhibangjiaju（603801.sh）yingshou、jinglitongyangshixianshuangzengzhang；jinpaichuju（603180.sh）jinglizhangfu25%yishang；haolaike（603898.sh）zenanyanyejixiahuatuishi。

· 软体家居三季度报：整体业绩相对平稳，5家床垫企业仅慕思实现净利大增长

zaijiemianxinwenzhenglide8jiaagushangshiruantiqiyezhong，xilinmen（603008.sh）、mengbaihe（603313.sh）、musigufen（001323.sz）、qishengkeji（603610.sh）、qushuikeji（301336.sz）5jiaqiyejunzhudachuangdian。danzaizhei5jiaqiyezhong，disanjidujinyou3jiashixianjinglizengzhang。

qiyu3jiayishafaweizhuderuantiqiye，longtougujiajiaju（603816.sh）jiaoweiwenjian，yingshou、jinglijunxiaofuzengzhang10%yishang。gujiajiajubiaoshi，ruokouchubaogaoqihuiduisunshidailaidelirunjianshao1.09yiyuandeyingxiang，zedisanjidudanjidudelirunzongebishangniantongqizengzhang28.04%。

家居名企动态

· 慕思首次尝试头部主播带货，五千元购入一套床被经销商群体“嘲讽”

10yue21ri，kuaishoutoubuzhuboxinbahemusigufenhezuo，tuiguangyikuan“daheiniu”ruanchuang，bingqiezengsongyikuan“heijin”chuangdian，chanpinzuizhongdaoshoujiawei4980yuan/tao。zhibofangdangwantoulu，yifudingjindechanpinxiaoshouliangdadao19.4wanzhang，yuguzuizhongxiaoshouechaoguo10.09yiyuan。yinyudingjue“baodan”，cishichengweijiajuxingyehezhiboxingyejiaodian。

10yue31riwan，musiruzhijinyiniandezhiyejinglirenyangxinlizhi，yeneibaqilikaihexianshangbaodanjinxingxiangguanlian。musigufenrenyuanfourencishuofa，yangxinfuzedeshijingdianshiyebumen，dancicicuxiaocehuadeweidianshangbumen，gebumenzhijianduliyunying。

· 志邦家居在泰国曼谷开新品发布会

genju《zhibangjiaju》gongzhonghao，11yue6rizhibangjiajujiangzaitaiguomangujuban2024quanqiuxinpinfabuhuijiquanqiuzhanlvefabuhui。zheishizhibangshoucixuanzezaitaiguojubanquanqiufabuhui。2022nian1yue，zhibangjiajudiyijiahaiwaipinpaizhuanmaidianzaitaiguomangukaiye。zhibangjiajubiaoshi，yiguojib、cduanyewushuangzengzhang，jinjunquanqiushichang。

wenzhangxianshi，zhibangjiaju2018niancanguaodaliyaijf australia，zhongbiaobaokuoaozhoumoerbendingjicbdgongyu、aozhouposilizikaerdunjiudiandengguojixiangmu，2022nianhaiwaiduojiapinpailingshoudianxiangjiluodi。

· 永艺股份拟投资5000万美元建设越南新基地

11yue3ri，bangongjiajuqiyeyongyigufen（603600.sh）fabuguanyutouzijianshedisanqiyuenanshengchanjididegonggao。gongsibiaoshi，dangqianoumeikehuduigongyingliananquandezhongshichengduriyitisheng，jiakuaituijingongyinglianquanqiubuju，gongsiyuenanjidixianyouchangfangyiwufamanzuweilaiyewubujuxuyao，jihuayiziyouhuozichouzijin5000wanmeiyuantouzijianshedisanqiyuenanshengchanjidixiangmu。

· 趣睡科技用20万买断“8H”商标权

10yue28ri，qushuikejifabuyizeguanyususongshixiangjinzhandegonggao。gaianjianshizhejianglingyijiaqiyehaozhonghao（quancheng“zhejianghaozhonghaojiankangchanpinyouxiangongsi”）qisuqushuikejiqinfan“8hxilie”shangbiaoquan，suopei510wanyuan。qushuikejibiaoshi，muqianyijinghehaozhonghaodachenghejie，yi20wanyuanshouranghaozhonghaogongsiquanbushenqingzhongyijiyihuozhunzhucededi10he20lei“8h”xilieshangbiao。

jiemianxinwencengbaodao，xinjinchuangdianqiyequshuikejidepinpaimingwei“8hchuangdian”，qunian8yuedenglushenjiaosuo，qichuanglizhichujiudedaolexiaomikejiheshunweizibendezhantou，bingshunlijinruxiaomigongyinglian，yeneichengqiwei“xiaomi”chuangdian。

泛家居圈观察

· 万科推出家装品牌“研选家”

10yue20ri，zaiwanke（000002.sz）meitijiaoliuhuishang，wankejituanlianxizongcai、wuyeshiyejituanshouxihehuorenzhubaoquanbiaoshi，wanwuyunmuqianyijingjiezhu“diecheng”jinrujiazhuangshichang，tuichu“yanxuanjia”pinpai，zai3gonglifuwubanjingnei，wei10nianloulingyishangdelaofangzitigonggaizaohuanxinjiazhuangfuwu。

genjuciqianwankedejieshao，“diecheng”weidapoyixiaoquweiqiangfuwubianjiedechuantongwuyeguanlifuwumoshi，jianliyijiedaoweidanwei，yi3gongliweibanjing，30fenzhongneikedadefuwuquyu；zaiquyunei，wanwuyunhuodeduogezhuzhaixiaoqu、shangbanxiezilou、chanyeyuanqudengxiangmudefuwujihui，keyifuwuchaoguo1wanhuyezhu。

zhubaoquanbiaoshi，wanwuyunyizai63gediechengneizhongdiantuidong“yanxuanjia”yewu，jinnian1zhi9yuehetongliangleijijinyiwanhu，tongbizengzhangchao150%。

· 原米兰之窗执行总裁陈涛入职欧哲门窗

10yue31ri，yuanmilanzhichuang（gongsiquancheng“beijingmilanzhichuangjienengjiancaiyouxiangongsi”）zhixingzongcaichentao，yiouzhemenchuang（gongsiquancheng“guangdongkelongouzhekejiyouxiangongsi”）fuzongjingliyizhichuxishejixingyehuodong。ouzhemenchuang2017nianbeihuangpaijiaju（a22059.sz）shougou，weiquanzizipinpai。

rujinhuangpaijiajurengzaiipojieduan，qixiayou“huangpaimenchuang”“ouzhemenchuang”liangdamenchuangpinpai。ciqianjiemianxinwencengbaodao，9yue30rihuangpaijiajuyinweijishigengxincaiwuziliao，beishenjiaosuozhongzhiipo。11yue4rihuangpaijiajurengzaizhongzhijieduan。

xuyaozhuyideshi，huangpaiheouzhejunweiguangdongdepinpai，milanzhichuangweibeijingdepinpai。milanzhichuanghaiweitouluguoshangshiyiyuan。

· TATA木门商标侵权案胜诉，获赔700万元

10yue29ri，《tatamumen》gongzhonghaoxiaoxi，gongsishoudaojiangsushenggaojirenminfayuanguanyu“tata”shangbiaoqinquanjibuzhengdangjingzhengyianzhongshenpanjueshu。fayuanpandingbeisufanggouchengshangbiaoqinquanxingwei，xupeichangtatagongsijingjisunshirenminbi500wanyuan（ruhumenqinquanan）he200wanyuan（zhinengsuoqinquanan），zongji700wanyuan。

tatamumengongsizhutiweitatamenye（gongsiquancheng“zhejiangtatamenyekejiyouxiangongsi”）。tianyanchaappxianshi，tatamenyechengliyu2004nian，muqianshijiaozibenwei9000wanyuan。tatamumenweiguoneitoubumumenpinpai，ciqiancengbiaotaibuhuiwuxukuozhang。

· 深圳老字号房企海大装饰陷三角债危机，老板高峰：欠款的几家头部房企尚无回应

10yuemo，shenzhenhaidazhuangshijituandongshizhanggaofeng，yinzaipengyouquanfabu“chushougufenjiuji”xinxi，yinfashichangguanzhu。gaitiaopengyouquanneirongxianshi，“yinshouduojiafangqiyingxiang，haidazhuangshijituanmuqiandaikuanyuqi，gongqianyinxingdaikuan2.9yi，xianchushouguquanhuobufengufen”。

jutianyanchaappxianshi，gaofengchiyouhaidazhuangshijituan51%degufen，duanyuanxiangchiyou49%degufen，errenweifuqiguanxi。lingwai，muqianhaidazhuangshizuoweibeizhixingren，yigongkaidebeizhixingzongjineda2249.65wanyuan。

高峰向界面新闻介绍，2.9亿元的欠款是这几年多个项目累计加在一起的金额，最多的一家有8000万，剩下的有2000万、1000万、几百万的不等，所涉房企除了朋友圈中所提到的万科、碧桂园、yajule、zhuoyuewai，gaofengbiaoshihaiyouzhangsha、wuhandeyixiefangye，youdexiangmuqiankuanyiyou10nianzhijiu。