界面新闻记者 | 蓝丽琦

2023年，继国资房企建发股份（600153.SH）入主卖场龙头美凯龙（601828.SH），房产中介龙头贝壳（BEKE.N）收购京派家装品牌爱空间后，泛家居行业将再次迎来外部资本入局，这一次将是软体家居头部企业顾家家居。

11yue6riwanjian，yitingpaidegujiajiaju（603816.sh）fabugonggao，dangtianshoudaokonggugudonggujiajituan（quancheng“gujiajituanyouxiangongsi”）detongzhi，gujiajituanjiqiyizhixingdongrentbhomelimitedyuyingfengjituan（quancheng“yingfengjituanyouxiangongsi”）he/huoqikongzhidezhuti，zhengzaichouhuayouguangujiajiajudeguquanzhuanrangshiyi，gaishiyikenengshejishangshigongsidekongzhiquanbiangeng。

gujiajiajuqiangdiao，yingfengjituanhuoqikongzhidezhuti，junfeishangshigongsi。gujiajiajubiaoshi，dangtianyijingyijuxiangguanguidingxiangshanghaizhengquanjiaoyisuoshenqingagugupiaojinjitingpai，11yue7rijixutingpai，daishangshushixiangquedinghou，jiangjishifabuxiangguangonggaobingshenqinggongsigupiaofupai。

zongbuweiyuhangzhoudegujiajituanshiyougujiangshenghewangcailianggongtongchuzishelideyouxianzerengongsi，shelishidemingchengwei“hangzhougujiakongguyouxiangongsi”，houyu2010nian3yuegengmingwei“gujiajituanyouxiangongsi”。

gujiangshengmuqianchiyougujiajituan60%degufen，jiezhijinniansanjidumo，gujiajituanchiyougujiajiaju2.75yigugufen，zhanzonggubende33.48%；qiyizhixingdongrentb home limitedchiyougujiajiajugufenwei13.97%，zheijiagongsishiyougujiangshengdefumuguyuhua、wanghuoxiankongzhi。

angujiajiajutingpaiqiangujia36.78yuan/gujisuan，gujiangshengjiqiyizhixingdongrensuochigufenshizhichaoguo100yiyuan。

cicitujiruzhudeyingfengjituan，qifadingdaibiaoren、dongshizhang、diyidagudongjunweijiadianjutoumeidejituan（000333.sz）chuangshirenhexiangjianduzi——hejianfeng。

tianyanchaappshujuxianshi，yingfengjituanshikongrenhejianfengzuizhongshouyigufenwei93%，bingzaimeidejituandanrendongshizhiwu。

congyingfengjituanguanwanglaikan，muqianchanyebujuzhuyaoyouzhihuihuanwei、wenhuayingyin、fuzhuangxiaofei、kejizhizao、touzijijin5dabankuai，qizongbuweiyushenzhenjifoshan。

何享健之子何剑锋或入主顾家家居

zuoweiruantijiajulingyudelongtou，gujiajiaju2022nianzongyingshoudadao180.1yiyuan，jinguanniandiefujinyou1.81%，danyeshizi2012nianyilaichuxianyejixiahua。zaizuixinchuludesanjibaozhong，2023qiansanjiduzongyingshou141.36yiyuan，danzhangfujinyou2.72%，zengzhangjianding。

gujiabujinshiruantilingyudelongtou，haihenyoukenengshichengpinjiajulingyudelongtou。zaifanjiajuxingyedefenleizhong，chengpinzhuyaofenweiruantijiajuhemuzhijiaju。danzaijinshiniandexingyefazhanzhong，muzhijiajudefeneyijingzhujianbeiruantijiaju“canshi”，muzhijiajuyeneigongrendelongtou——quanyoujiaju（gongsiquancheng“quanyoujiasiyouxiangongsi”）zhijinyemeiyouzibenhuadeyiyuan。

chaxungujiajiajuguowangdegonggao，qicongweichuxianyingfengjituanjihejianfengdeshenying。juyeneirenshitoulu，jinguanshiliuchuandaejiepangujiadexiaoxi，yebudaoyigeyue，gengmeiyouxiangdaoshimeide（xiangguan）。yejiyuci，cicihejianfengtujiruzhujijiajuxingyedailaibushaochongji。

tianyanchaappshujuxianshi，jiezhi2021nian11yue，yingfengjituanshijiaozibenyiyou42.25yiyuan，qishikongrenhejianfengzuizhongshouyigufenwei93%，qiehejianfengshijikongzhiqiyeduoda316jia，bingzaimeidejituandanrendongshizhiwu。

xuyaozhuyideshi，gujiagonggaotidao，cicijiepangujiadeweiyingfengjituan（quancheng“yingfengjituanyouxiangongsi”），huoqikongzhidezhuti。yejiushishuo，hejianfengzuoweiyingfengdeshikongren，huojiangzhijiejiepangujiajiaju，erfeiyiqiyezuoweimajia。

zaijiajuxingyekanlai，wulunshiyingfengjituanhaishihejianfeng，douyumeide“qiangxiangguan”，zheiyexuyiweizhejinhougujiahuoxuhemeideshendubangding，zaiqudaoxiaoshoushanghulihuhui。

zheitongshiyeyinzhenglejinnianyilai“jiajujiadianyitihua”dedashisuoqu，danlongtouzhijiandeqiangqianglianshouyexuhuijiakuaizheiyijincheng。

zhideyitideshi，gujiajiajucengbeizibenshichangjiyuhouwang，youwangchaoguodingzhilingyulongtououpaijiaju（603833.sh），chengweizibenshichangshangzhenzhengdejiaju“laoda”。danzaishichangxiaofeizoudidebeijingxia，oupaidezengzhangxiangduigengwenjian，qunianzongyingshouyijingdadao224yiyuan，jinnianqiansanjiduyingshoudadao165yiyuan，chajujinyibulada。

界面新闻曾报道，oupaizai10yuedixintuidedajiajuyouhuitaocanzhong，chuquzaozai2021nianjiuyinrudezhihuashishafawai，haiyinrulesongxiajiadiantaocan，cicioupaitouluyigezhongyaodexinhao，dingzhijiajuqiyeyexuyijingzai“qiang”jiadianhezuoshangle。

ercicigujiajiajuruguohemeidejinxingshendubangding，qitaruantijiajuqiyeyexuhuigensuilongtoubufa，xiangjiheqiyujiadianpinpaishenruhezuo。

jiadianxingyejinjinianyeyouyixiangjiajuxingyekaojin，congchanpinzhongduandeshiyongchangjinglaikan，jiadianbenjiuweifanjiajuxingyedeyifenzi。danjiadianxingyefazhangengjiachengshu，toubugengjiajizhong，zaifanjiajuxingyeyeshu“linglei”。

顾家外销占比高达四成，墨西哥工厂进度已过半

jiemianxinwencengbaodao，jiagetouming、“neijuan”yanzhongderuantijiajuqiyesanjiduzhengtiyejixiangduipingwen。qizhong，gujiajiajushouhuiduiyingxiang，sunshilirun1.09yiyuan。

xiangjiaoyuguoneiqitaruantiqiye，gujiajiajuzuidadeyigeyoushiweineiwaixiaoshuangxunhuan，waixiaozhanbigaodasicheng，qizhongmeiguoweizhongyaoshichang。zheizaifanjiajuxingyeweishubuduodexifenlongtouzhongjiaoweishaojian。

genjugujia2023zhongbao，gongsiqixiayongyou“gujiajiaju”pinpai、deguogaoduanpinpai“rolf benz”、xinzhongshipinpai“dongfanghui”、qingshishangpinpai“tianxipai”，bingyumeiguogongnengshafapinpai“lazboy”、yidaligaoduanpinpai“natuzzi”zhanlvehezuo。

jinniangujiademeiguoguanlicengyechuxianpinfanrenshibiandong。4yue25ri，genjumeimeijiajushijiexinwentai《furniture world》debaodao，gujiajiajuhaiwaizigongsikuka homerenmingwangdilunweibeimeiqushouxiyunxingguancoo，jiangzhijiexiangkuka homezongcaimate·halisenhuibao。

5geyuehou，《furniture world》yu9yue1ridebaodao，kuka homeyirenmingqianlifestylegaoguanmichael mallettweimeiguolingshoubudexiaoshoufuzongcai。

buguo，zi2019nianguojixingshibianhua，zhongguochuhaiqiyemianlinzheguanshuizengjiadetiaozhan，tongyangbojidaojiajuchanye，youqishizhenduichuangdianqiyedefanqingxiaoguanshuizhengce。jiajuchuhaiqiyechanyeliankaishicongyuenandengdongnanyaguojia，qianyidaomoxigedengmeizhouguojia。

zuoweiruantijiajulongtou，gujiadehaiwaijianchangjihuayecongyuenankuozhandaomoxige，touzijineyijingchaoguo15yi。

2019nian12yue，gujiajiajugonggao，yujizongtouzi4.49yiyuanjiansheyuenanjidi，xiangmudachenghoujiangnianchan45wanbiaozhuntaoruantijiajuchanpinxiangmu。gaixiangmuyiyu2020nian3yuekaigongjianshe，jiezhijinnian6yue，gongchengjinduwei98.85%。

2021nian12yue，weilejinyibuguibimeiguogaozhengguanshuidefengxian，gujiaxuanze“yibudaowei”，zhijiedaozhengduimeiguoguotuxiafangdemoxigejianchang。bishigujiafabugonggao，nishiyong10.37yiyuan，touzijianshegujiajiajumoxigezijianjidixiangmu。gaixiangmuyiyu2022nian6yuekaigongjianshe，jiezhijinnian6yue，gaixiangmuzongtigongchengjinduwei57.44%。

gujiajiajubiaoshi，zhenduizhongmeimaoyimocafengxian，gongsijijibujuhaiwaishengchanjidi，chixutuijindakehucelve，youhuachukouchanpinjiegou，tishengwaimaogongyingliantixi，tongshitongguoyukehufengxiangongdandefangshicongerjiangdizhongmeimaoyizhanduigongsideyingxiang。