In-depth Analysis of Zhen'ai Meijia (003041) Daily Limit-Up: Control Transfer Drivers and Market Impact

Zhen’ai Meijia (003041) has recently seen consecutive daily limit-ups, with the core driving factor being the control transfer event: Tanji Technology intends to acquire 29.99% of shares through agreement transfer and launch a 15% tender offer, totaling 44.99% of the equity to become the controlling shareholder [1]. The company is a home textile enterprise in Yiwu, Zhejiang Province, listed in 2021, mainly engaged in home textile design and production, known as the “World Blanket King”, with 80% of its revenue coming from overseas markets [0]. This merger and acquisition is regarded as a case of reverse integration of AI agents into traditional industries [1], driving the company’s stock price to a historical high (45.12 yuan) and achieving 5 consecutive daily limit-ups [0,3]. At the industry level, the textile and apparel industry performed strongly in 2025, with the Shenwan first-level industry index recording a weekly increase of 4.41%, ranking second among all industries [0].

In terms of cross-domain correlation, this merger reflects the trend of AI technology penetrating traditional manufacturing, and the AI+manufacturing model may become a new direction for industry transformation [1]. From a deeper perspective, traditional export-oriented enterprises can improve production efficiency and address export pressures such as competition from Southeast Asia and trade barriers by introducing AI technology [0]. The market’s positive response to AI-related mergers and acquisitions shows investors’ confidence in technology empowering traditional industries [0].

: AI transformation may help the company reduce costs and improve efficiency, and seize the trends of AI application and digital transformation in the industry [0]; the strong overall performance of the industry provides a favorable environment [0].
: We need to be vigilant about the integration challenges between AI and traditional manufacturing enterprises [0]; the recent weak fluctuation of the Shanghai Composite Index (down 0.81%) brings market volatility risks [2]; the company’s revenue and net profit have declined consecutively from 2023 to 2024, and fundamental improvement still takes time [0].

The daily limit of Zhen’ai Meijia (003041) is mainly driven by the control transfer event, and Tanji Technology’s AI background brings transformation expectations. Although the industry environment is favorable, integration risks, export pressure and market volatility need to be focused on. Investors should make decisions based on their own risk preferences and refer to multi-dimensional information.