9月4日，绿岛风举办业绩说明会，与广大投资者就公司新品市场反馈、业绩变动原因及海外市场等情况 展开交流。 投资者关系活动关键信息活动类别：业绩说明会时间：2025年9月4日15:00 - 17:00地点：全景网 （https://ir.p5w.net）参与单位及人员：广大投资者公司接待人员：李清泉（董事长/总经理）、朱道（董 事会秘书/财务总监/副总经理）、许迎丰（独立董事）、张楚华（独立董事） 投资者关系活动主要内容 责任编辑：小浪快报 在海外市场方面，公司境外销售收入占主营业务收入比重较小，产品主要销往巴西、泰国、菲律宾、韩 国、埃及、西班牙、越南、阿联酋等国家及地区。 此外，公司称会依据市场需求及自身状况，适时在通风、除湿、空调、净化四个方向寻找合适标的，通 过融资、投资并购等举措增强品牌实力。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整 ...

文/新浪财经上海站 时行工作室 近日，安克创新科技股份有限公司（300866.SZ）发布公告，聘任彭文婷为公司董事会秘书，任期至本 届董事会届满为止。不到一个月前，她还以中金公司保荐代表人的身份，出现在安克创新的持续督导公 告之中。如今身份发生急转，从投行执行总经理到上市公司董秘，市场关注度骤然提升。 这次人事变动发生在公司原董秘张希7月刚刚离任之后。张希自2015年起担任安克创新公共事务副总 裁，直至2025年7月辞任董秘职务。根据公司2024年年报，张希在该年度的薪酬为118万元，位列公司高 管薪酬榜第四。由此，外界不免追问：新任董秘彭文婷的薪酬定位，又将落在怎样的水平。 | | 女兒園 30000.SZ 131.03 =3.77% 商官歌情報序版 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2024年报 | | | | | | | | | 挺名 | 职务 | 薪酬 | 蔚酬相对上年增减 | 胰未持股数 | 胰未参考持服市值 | 薪酬与聚束持股市值合计 在关联单位 | | | | | (万元) | (万元) | (万股 ...

张家港行上半年净息差为1.43%，与一季度持平。该行主要通过以下三方面优化净息差： -资产端结构 调整：坚守大零售转型战略，以零售转型推动贷款结构优化，提升实体贷款占比，弥补资产端收益率下 滑。截至6月末，贷款较年初增加88亿，增幅6.41%；票据贴现减少8.79亿，较年初降幅4.14% 。 -贷款 风险定价提升：提升贷款风险定价能力，合理定价。 -负债端成本降低：通过下调挂牌利率等措施，降 低负债端成本。上半年平均存款付息率较去年同期下降0.33个百分点。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 责任编辑：小浪快报 活动基本信息投资者活动关系类别：特定对象调研时间：2025年9月2日下午14：30 - 15：30地 ...

Core Viewpoint - The gold and jewelry industry is experiencing a mixed performance in the first half of 2025, with upstream mining companies benefiting from rising gold prices, while downstream consumption is under pressure due to the same price increases [1] Group 1: Industry Performance - In the first half of 2025, among 12 selected jewelry companies, only 6 achieved both revenue and net profit growth, 1 company saw revenue growth without profit increase, and 5 companies experienced declines in both revenue and net profit [1] - The only loss-making company among the selected firms is Mingpai Jewelry, which reported a loss of 78 million yuan in the first half of 2025 [1] Group 2: Companies with Revenue and Profit Growth - The companies that achieved both revenue and net profit growth include: - Caibai Co., with revenue of 152.48 million yuan (up 38.75%) and net profit of 4.59 million yuan (up 14.75%) [2] - Mankalon, with revenue of 15.56 million yuan (up 26.79%) and net profit of 0.77 million yuan (up 35.18%) [2] - Chaohongji, with revenue of 41.02 million yuan (up 19.54%) and net profit of 3.31 million yuan (up 44.34%) [2] - Cuihua Jewelry, with revenue of 22.43 million yuan (up 7.08%) and net profit of 1.11 million yuan (up 34.40%) [2] - Ruibeka, with revenue of 5.98 million yuan (up 4.20%) and net profit of 0.09 million yuan (up 15.31%) [2] - Dia Co., with revenue of 7.86 million yuan (up 0.97%) and net profit of 0.76 million yuan (up 131.61%) [2] Group 3: Companies with Revenue and Profit Decline - The companies that experienced declines in both revenue and net profit include: - China Gold, with revenue of 31.098 billion yuan (down 11.54%) and net profit of 319 million yuan (down 46.35%) [3] - Feiyada, with revenue of 1.784 billion yuan (down 14.08%) and net profit of 82.44 million yuan (down 43.97%) [3] - Laofengxiang, with revenue of 33.356 billion yuan (down 16.52%) and net profit of 1.22 billion yuan (down 13.07%) [3] - Mingpai Jewelry, with revenue of 1.939 billion yuan (down 20.31%) and a net loss of 78 million yuan (down 646.62%) [3] - Xinhua Jin, with revenue of 669 million yuan (down 24.92%) and net profit of 1.286 million yuan (down 39.45%) [3] Group 4: Specific Company Challenges - Laofengxiang faced significant pressure, with a revenue drop to 6.603 billion yuan (down 16.52%) and a net profit decline to 1.22 billion yuan (down 13.07%), alongside a reduction of 279 franchise stores [5] - Feiyada's revenue was 1.784 billion yuan (down 14.08%), with a net profit of 82.44 million yuan (down 43.97%), impacted by declining performance in its core businesses and increased inventory pressure [5] - China Gold reported a revenue decline to 31.098 billion yuan (down 11.54%) and a net profit of 319 million yuan (down 46.35%), with 593 franchise stores closed during the reporting period [6]

Core Insights - The jewelry accessories industry is facing significant challenges in profitability, with many companies reporting low gross and net profit margins [1][4]. Group 1: Financial Performance - As of the first half of 2025, the jewelry accessories industry shows a general decline in profitability, particularly in the gold accessories segment, where gross profit margins for most companies are below 20% [1]. - Among the analyzed companies, Di'A shares, Rebecca, and Feiyada have the highest gross profit margins at 63.42%, 36.93%, and 34.99% respectively [2]. - Four companies, including China Gold, have gross profit margins below 10%, with China Gold at 4.4%, the lowest in the sector [2]. Group 2: Net Profit Margins - The overall low gross profit margins correlate with low net profit margins across the industry, with only Di'A shares exceeding 10% at 10.16% [4]. - Companies like Mingpai Jewelry reported negative net profit margins due to losses, highlighting the financial struggles within the sector [4]. - The lowest net profit margins were recorded by Rebecca, China Gold, and Mingpai Jewelry, at 1.59%, 1.04%, and -4.05% respectively [4]. Group 3: Trends in Profitability - Only a few companies, including Cuihua Jewelry and Xinhua Jin, have seen simultaneous increases in both gross and net profit margins [6]. - Companies such as Feiyada, Caibai, and Mingpai Jewelry have experienced declines in both gross and net profit margins, with Feiyada's gross margin dropping by 1.81 percentage points and net margin by 2.47 percentage points [6][7]. - Caibai's gross margin has decreased from 11.49% in H1 2023 to 7.15% in H1 2025, indicating a continuous downward trend [7].

黄金配饰、钻石配饰这两个细分领域除了业绩表现分化较为严重外，其盈利能力也是大不相同，仅从销 售毛利率水平来看，钻石配饰因溢价较高，其销售毛利率也处于相对较高的水平。 从销售毛利率来看，迪阿股份、瑞贝卡（维权）、飞亚达的销售毛利率位列前三，2025年上半年该三家 公司的销售毛利率分别为63.42%、36.93%、34.99%。销售毛利率低于10%的公司仅有4家，分别为中国 黄金、菜百股份、明牌珠宝、老凤祥，2025年上半年该四家公司的销售毛利率分别为4.4 %、6.3%、 6.9%、7.77%。值得关注的是，毛利率低于10%的四家上市公司主要从事黄金配饰的销售等。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经公司研究院 作者：新消费主张/cici 截至2025年8月31日，饰品上市公司已完成2025年上半年财报的披露，对此我们挑选了12家具有代表性 的上市公司进行业绩比对分析。在各项财务指标中，销售毛利率、销售净利率作为两项较为核心的盈利 能力考核指标，倍受市场投资者关注。 报告期内，珠宝配饰行业行业的盈利能力普遍不容乐观，这主要表现在两方面：一方面，黄金配饰领域 由 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2025年上半年，黄金珠宝行业在金价历史性暴涨的背景下，业绩呈现冰火两重天的业绩格局。上游金矿 企业集体受益于矿产金量价齐升的"戴维斯双击"，而下游消费端受金价影响普遍承压。 截至2025年8月31日，饰品行业A股上市公司已完成2025年半年报的披露，对此我们挑选了12家具有代 表性的上市公司进行业绩比对分析。结合2025年上半年业绩增速，行业内营收增速前三名分别为菜百股 份、莱绅通灵、曼卡龙，增速分别为38.75%、37%、26.79%；营收增速倒数三名分别为新华锦（维 权）、明牌珠宝、老凤祥，分别为-24.92%、-20.31%、-16.52%。 归母净利润增速前三名分别为迪阿股份、潮宏基、曼卡龙，增速分别为131.61%、44.34%、35.18；归母 净利润增速倒数三名分别为明牌珠宝、莱绅通灵、中国黄金，分别为-646.62%、-263.52%、-46.35%。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：公司观察 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经公司研究院 作者：新消费主张/cici 2025年上半年，黄金珠宝行业在金价历史性暴涨的背景下，业绩呈现冰火两重天的业绩格局。上游金矿 企业集体受益于矿产金量价齐升的"戴维斯双击"，而下游消费端受金价影响普遍承压。 截至2025年8月31日，饰品行业A股上市公司已完成2025年半年报的披露，对此我们挑选了12家具有代 表性的上市公司进行业绩比对分析。在我们选取的12家饰品公司中，仅有6家公司实现营收净利润双 增、1家公司增收不增利、5公司营收净利润双降。在所选上市公司中，仅有明牌珠宝一家为亏损企业， 2025年上半年亏损0.78亿元。 2025年上半年，饰品行业公司业绩喜忧参半。在我们所选取的12家饰品公司中，仅有6家公司实现营收 净利润双增、1家公司增收不增利、5家公司营收净利润双降。 对于新华锦而言，2025年上半年，公司核心财务指标呈现系统性下滑：营业收入6.69亿元，同比锐减 24.92%；归母净利润1286.72万元，同比下降39.45%；扣非净利润530.99万元，同比暴跌73.61%。 | | | 布品公司2 ...

Core Viewpoint - The gold and jewelry industry experienced a mixed performance in the first half of 2025, with upstream mining companies benefiting from rising gold prices, while downstream consumption faced pressure due to the same price increases [1]. Group 1: Performance Overview - Among the 12 selected jewelry companies, only 6 achieved both revenue and net profit growth, 1 company saw revenue growth without profit increase, and 5 companies experienced declines in both metrics [1]. - The companies with both revenue and net profit growth include Caibai Co., Mankalon, Chaohongji, Cuihua Jewelry, Ruibeka, and Dia Co. [1]. Group 2: Companies with Revenue and Profit Growth - Caibai Co. reported revenue of 152.48 million, a year-on-year increase of 38.75%, and a net profit of 4.59 million, up 14.75% [2]. - Mankalon achieved revenue of 15.56 million, a 26.79% increase, with a net profit of 0.77 million, rising 35.18% [2]. - Chaohongji's revenue reached 41.02 million, up 19.54%, with a net profit of 3.31 million, an increase of 44.34% [2]. - Cuihua Jewelry reported revenue of 22.43 million, a 7.08% increase, and a net profit of 1.11 million, up 34.40% [2]. - Ruibeka had revenue of 5.98 million, a 4.20% increase, with a net profit of 0.09 million, rising 15.31% [2]. - Dia Co. reported revenue of 7.86 million, a slight increase of 0.97%, and a net profit of 0.76 million, a significant rise of 131.61% [2]. Group 3: Companies with Revenue and Profit Decline - Five companies reported declines in both revenue and net profit: China Gold, Feiyada, Laofengxiang, Mingpai Jewelry, and Xinhua Jin [3]. - China Gold's revenue was 310.98 million, down 11.54%, with a net profit of 3.19 million, a decrease of 46.35% [3]. - Feiyada reported revenue of 17.84 million, down 14.08%, and a net profit of 0.82 million, down 43.97% [3]. - Laofengxiang's revenue fell to 333.56 million, a decrease of 16.52%, with a net profit of 12.20 million, down 13.07% [3]. - Mingpai Jewelry had revenue of 19.39 million, down 20.31%, and reported a net loss of 0.78 million, a decline of 646.62% [3]. - Xinhua Jin's revenue was 6.69 million, down 24.92%, with a net profit of 0.13 million, down 39.45% [3]. Group 4: Specific Company Challenges - Laofengxiang faced significant pressure, with a revenue drop to 66.03 million and a net profit decline of 13.07% to 12.20 million, alongside a reduction of 279 franchise stores [4]. - Feiyada's revenue and profit both shrank, with a revenue of 17.84 million and a net profit of 0.82 million, as its two main business segments struggled [5]. - China Gold's performance was impacted by the closure of 593 franchise stores during the reporting period [6].

Core Insights - The gold and jewelry industry experienced a mixed performance in the first half of 2025, with upstream mining companies benefiting from rising gold prices, while downstream consumption faced pressure due to the same price increases [1][2]. Group 1: Performance Overview - Among the 12 selected jewelry companies, only 6 achieved both revenue and net profit growth, 1 company saw revenue growth without profit increase, and 5 companies experienced declines in both metrics [1][3]. - The companies with both revenue and net profit growth include Caibai Co., Mankalon, Chaohongji, Cuihua Jewelry, Ruibeka, and Dia Co. [1][2]. Group 2: Companies with Revenue and Profit Growth - Caibai Co. reported revenue of 152.48 million, a 38.75% increase, and a net profit of 4.59 million, up 14.75% [2]. - Mankalon achieved revenue of 15.56 million, a 26.79% increase, and a net profit of 0.77 million, up 35.18% [2]. - Chaohongji's revenue reached 41.02 million, a 19.54% increase, with a net profit of 3.31 million, up 44.34% [2]. - Cuihua Jewelry reported revenue of 22.43 million, a 7.08% increase, and a net profit of 1.11 million, up 34.40% [2]. - Ruibeka had revenue of 5.98 million, a 4.20% increase, and a net profit of 0.09 million, up 15.31% [2]. - Dia Co. reported revenue of 7.86 million, a 0.97% increase, and a net profit of 0.76 million, up 131.61% [2]. Group 3: Companies with Revenue and Profit Decline - Five companies reported declines in both revenue and net profit: China Gold, Feiya, Laofengxiang, Mingpai Jewelry, and Xinhua Jin [3][4]. - China Gold's revenue was 310.98 million, down 11.54%, with a net profit of 3.19 million, down 46.35% [3][4]. - Feiya's revenue reached 17.84 million, down 14.08%, and a net profit of 0.82 million, down 43.97% [3][5]. - Laofengxiang reported revenue of 333.56 million, down 16.52%, and a net profit of 12.20 million, down 13.07% [3][5]. - Mingpai Jewelry had revenue of 19.39 million, down 20.31%, and a net loss of 0.78 million, down 646.62% [3][4]. - Xinhua Jin's revenue was 6.69 million, down 24.92%, with a net profit of 0.13 million, down 39.45% [3][4]. Group 4: Challenges Faced by Companies - Laofengxiang faced significant pressure, with a reduction of 279 franchise stores in the first half of 2025 [5]. - Feiya's two main business segments saw declines, with its watch service business revenue down 11.9% and its own watch brand revenue down 18.07% [5]. - China Gold closed 593 franchise stores during the reporting period, indicating operational challenges [6][7].