Core Insights - Daphne International (00210) reported a mid-term performance for the six months ending June 30, 2025, with a revenue of 198 million RMB, representing a year-on-year increase of 17.48% [1] - The profit attributable to shareholders was 64.685 million RMB, reflecting a year-on-year growth of 15.4% [1] - Basic earnings per share stood at 0.033 RMB [1] Revenue Breakdown - The group's revenue primarily consists of licensing fees and product sales from mainland China [1] - Licensing fee revenue increased by 24% year-on-year, rising from approximately 68.6 million RMB to about 85.2 million RMB, driven by a higher number of licensed footwear and other product categories to online franchisees compared to the same period in 2024 [1]

格隆汇8月20日丨达芙妮国际(00210.HK)公布中期业绩，2025年上半年，营业收入增加17%至约人民币 1.983亿元，经营盈利增加24%至约人民币7050万元，公司股东应占盈利增加15%至约人民币6470万元， 每股基本盈利为人民币0.033元。 集团持续取得理想的业绩，并坚定地朝着既定的发展目标迈进，其稳健的进展彰显了集团的韧性和高效 执行力，令集团即使在充满挑战的营运环境中也能保持健康增长。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準 確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部份內容而產 生或因倚賴該等內容而引致的任何損失承擔任何責任。 DAPHNE INTERNATIONAL HOLDINGS LIMITED 達芙妮國際控股有限公司 * ( 於開曼群島註冊成立之有限公司 ) (股份代號： 210) 截至二零二五年六月三十日止六個月之 中期業績公告 摘要 * 僅供識別 1 ⚫ 營業收入增加 17%至約人民幣 198.3 百萬元 ⚫ 經營盈利增加 24%至約人民幣 70.5 百萬元 ⚫ 本公司股東應佔盈利增加 15%至約人民幣 64.7 百萬元 ⚫ 每股基本盈利為人民幣 0.033 元 中期業績 達芙妮國際控股有限公司（「本公司」）董事會（「董事會」）宣佈本公司及其附屬公司（統稱 「本集團」）截至二零二五年六月三十日止六個月之未經審核簡明綜合中期業績，連同二零二四年 同期之比較數字。 簡明綜合收益表 | | 未經審核 | | | --- | --- | --- | | | | 截至六月三十日止六個月 | | | 二零二五年 | 二零二四年 ...

Group 1 - The company, Daphne International (00210.HK), announced that it will hold a board meeting on August 20, 2025, to approve the publication of its interim results for the six months ending June 30, 2025 [1] - The board meeting will also consider the distribution of an interim dividend, if applicable [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部份 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （於開曼群島註冊成立之有限公司） （股份代號： 210） 董事會會議召開日期 達芙妮國際控股有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司將 於二零二五年八月二十日（星期三）舉行董事會會議，藉以（其中包括）批准刊發本 公司及其附屬公司截至二零二五年六月三十日止六個月之中期業績公告，以及考慮派 發中期股息（如有）。 承董事會命 達芙妮國際控股有限公司 公司秘書 張晋熙 香港，二零二五年八月四日 於本公告日期，董事會包括四位執行董事，分別為張智凱先生、張智喬先生、王俊剛 先生及張椀絢女士；以及三位獨立非執行董事，分別為韓炳祖先生、談大成先生及許 文冠女士。 * 僅供識別 DAPHNE INTERNATIONAL HOLDINGS LIMITED * 達 芙 妮 國 際 控 股 有 限 公 司 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 達芙妮國際控股有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00210 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | 本月底法定/註冊股本總額： HKD ...

Core Viewpoint - The article discusses the resurgence of once-popular brands in the fashion industry, highlighting their strategies for adaptation and transformation in response to changing consumer preferences and market dynamics [1][2][3]. Group 1: Brand Resurgence - Many once-familiar brands have shown remarkable performance in recent years, with Daphne leading the women's shoe sales on Douyin, and brands like Meisibangwei and True Vivus experiencing significant online sales growth [5][6]. - Brands such as Camel and others are beginning to show signs of recovery despite undergoing painful transformations [6]. Group 2: Transformation Strategies - The article categorizes the transformation strategies of these brands into four types: Dolphin, Belt Fish, Octopus, and Flounder, each representing different approaches to adaptation [8]. - Dolphin-type brands actively explore new fields and shed their old images, exemplified by Camel's shift to outdoor apparel and collaborations with young influencers [8][9]. - Belt Fish-type brands focus on downsizing and outsourcing production, as seen with Daphne and Huili, which have reduced their physical stores significantly while enhancing brand management [9][11]. - Octopus-type brands, like Meisibangwei, aim to expand their reach by reopening stores in lower-tier markets while leveraging online promotions to drive foot traffic [11][12]. - Flounder-type brands, such as Bannilu and True Vivus, maintain a low profile, focusing on existing operations without aggressive expansion or contraction [12]. Group 3: Embracing E-commerce - The brands have recognized the necessity of embracing e-commerce to compete effectively, leveraging their established brand recognition to drive online sales [15]. - True Vivus has amassed 5 million followers on Taobao, with e-commerce sales accounting for over 80% of its revenue, while Daphne has developed a robust live-streaming strategy [16][18]. Group 4: Supply Chain and Product Innovation - Brands are investing in digital technologies and AI tools to enhance their supply chain efficiency, reducing design cycles and improving inventory turnover [18][21]. - Belle has successfully shortened its design cycle from 45 days to 15 days and has implemented a custom shoe service based on user data, increasing the price point of its products [18][20]. Group 5: Market Positioning and Consumer Engagement - The brands are focusing on creating premium experiences in flagship stores, which can generate significantly higher average transaction values compared to regular stores [21][22]. - In lower-tier markets, the strategies differ, with Belt Fish brands outsourcing production, which may dilute brand identity, while Octopus brands face challenges in maintaining consumer engagement [24][25]. Group 6: Future Outlook - The article suggests that the next phase of industry evolution is approaching, driven by improved logistics and changing consumer behaviors, particularly with the rise of instant retail [26][35]. - Brands must address supply chain weaknesses and re-establish connections with consumers to avoid fading into obscurity, emphasizing the importance of adapting to new market realities [37].

Group 1 - A total of 113 stocks reached a 52-week high as of July 9, with the top three being Wapstar Metaverse (08093) at 72.59%, Giant Star Legend (06683) at 48.08%, and Beihai Kangcheng-B (01228) at 46.55% [1] - Wapstar Metaverse closed at 0.233 and reached a high of 0.340, while Giant Star Legend closed at 12.440 with a peak of 17.000 [1] - Beihai Kangcheng-B had a closing price of 0.690 and a maximum price of 0.850 [1] Group 2 - Other notable stocks that reached new highs include China San San Media (08087) with a high rate of 32.70%, and Zhongshen Jianye (02503) at 27.66% [1] - The list also includes Shengli Securities (08540) at 23.71% and Heng Rui Pharmaceutical (01276) at 14.94% [1] - The data indicates a strong performance in the market, with various sectors represented among the top gainers [1] Group 3 - The report also highlights stocks that reached new lows, with the worst performer being Jiaming Group Holdings (01271) at -28.81% [3] - Other significant declines include Baiwang Shares (06657) at -23.89% and Chenxun Technology (02000) at -10.34% [3] - The report provides a comprehensive overview of market movements, indicating both highs and lows across different stocks [3]

Core Viewpoint - Nengte Technology announced two buyback plans that could lead to the cancellation of approximately 1 billion yuan worth of shares, directly enhancing the company's per-share equity [1][4]. Group 1: Buyback Plans - The company plans to use its own and self-raised funds to repurchase A-shares, with a total budget of 300 million to 500 million yuan, at a price not exceeding 4.70 yuan per share, within 12 months from the date of shareholder meeting approval [3][5]. - All repurchased shares will be canceled, leading to a reduction in registered capital, reflecting the company's confidence in its future development and recognition of its value [4][6]. Group 2: Share Cancellation Impact - Nengte Technology intends to cancel 157 million shares previously repurchased, reducing total share capital from 2.633 billion shares to 2.476 billion shares, pending shareholder approval [6]. - The cancellation of shares will increase various per-share metrics, such as revenue per share, which will rise from 4.66 yuan to 4.96 yuan, and the price-to-sales ratio will decrease from 0.74 to 0.70 [7]. Group 3: Market Performance and Future Outlook - The previous buyback helped stabilize the stock price, which had experienced a 30% decline but rebounded nearly 12% after the buyback period ended, with a recent trading halt on July 1 [8]. - Nengte Technology is currently experiencing a recovery in performance, reporting a profit of 216 million yuan in Q1 after a loss last year, and is focused on enhancing profitability through its fine chemical business [9].

Core Viewpoint - During the recent "618" shopping festival, Daphne, known as a national women's shoe brand, achieved impressive sales performance and announced the popular artist Song Qian as its global brand ambassador, which has garnered significant attention [1] Group 1: Sales Performance and Brand Strategy - Daphne ranked fifth in Tmall's sales of men's and women's shoes during the "618" festival, following Belle, Crocs, Skechers, and others [1] - The brand has maintained its position as the top seller in women's shoes on Douyin for over two years, with approximately 55% of its revenue from brand self-broadcasting, which has significantly supported sales growth [1] - In 2024, Daphne reported revenue of approximately 322 million yuan, a year-on-year increase of 23%, and a net profit attributable to shareholders of approximately 107 million yuan, reflecting a 71% increase [2] Group 2: Business Model Transformation - Daphne's continuous growth is attributed to its business model transformation initiated at the end of 2020, which involved reducing self-operated stores and adopting a "strongly controlled brand authorization" model [2] - The company has focused on controlling the overall supply chain while empowering agents to select products, ensuring product quality from the source [2] - The brand has maintained a strong national recognition, which has been a foundation for the success of its transformation [2] Group 3: Market Trends and Consumer Behavior - The women's shoe industry is experiencing a concentration of head brands, with top brands dominating the market due to their influence, supply chain efficiency, and marketing resources [3] - The consumer market is evolving into a "dumbbell" structure, with a growing demand for high-cost performance products and a flourishing high-end luxury market, while the mid-range market is being squeezed [3] - Daphne aims to expand its market share by maintaining a pricing strategy between 200 yuan and 300 yuan, targeting the mass women's shoe segment [3] Group 4: Future Strategies - The company plans to continue expanding its e-commerce channels as the proportion of e-commerce in total retail sales increases [4] - Daphne is optimistic about the Chinese retail market and will cautiously expand its offline franchise retail network, adjusting strategies based on macroeconomic conditions and store performance [4] - The brand is also exploring opportunities to enter overseas markets and plans to expand into children's shoes and bags while maintaining strong brand management [4]