证券代码：600137 股票简称：浪莎股份 编号：临2025-032 四川浪莎控股股份有限公司关于全资子公司签订厂房出租合同的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: ● 本次厂房出租面积12,663平方米，租赁期限6年。 ● 本次厂房出租未构成关联交易，亦未构成重大资产重组。 四川浪莎控股股份有限公司（以下简称"公司"）全资子公司浙江浪莎内衣有限公司（以下简称："甲 方"或"浪莎内衣"）于2025年7月28日，与义乌市煦合企业管理有限公司（以下简称："乙方"）签订了厂 房《出租合同》。依据《上海证券交易所股票上市规则》(2025年4月修订)6.1.2(四)之规定，现将浪莎内 衣签订的厂房出租情况公告如下： 一、合同签订概况和主要内容 （一）依据签订的厂房《出租合同》 1、出租厂房面积：甲方出租给乙方的厂房座落在义乌市四海大道东一号浪莎内衣 3号厂房1-7楼，租赁 面积为12663平方米，限于生产、仓库、办公、电商使用。 2、租赁期限：厂房租赁期限为自2026年1月1日起至2031年12月31 ...

2024年度，浪莎股份内衣生产量为400.42万套，上一年度为454.34万套。其中，公司内衣设计产能259万 套，年自产量为47.32万套，产能利用率仅为18.27%，较上一年度数据大幅下滑(2023年自产量为71.78万 套，产能利用率为27.71%。)；OEM(代工)产量353.1万套，上一年度为382.56万套。 此外，浪莎股份短裤、文胸2024年度的产能利用率也分别只有14.54%、7.70%。 2024年度，浪莎股份营收3.8亿元，同比下降2.08%。对此，浪莎股份表示，2024年虽然服务消费强势回 升带动了商品消费需求增长，但是普通消费类产品受宏观环境影响，特别是纺织内衣产品市场竞争激 烈，致使本期公司营业收入有所下降。今年一季度，公司营收6460.18万元，同比下降9.65%。 业绩波动的同时，浪莎股份管理层的变化更令外界关注。6月下旬，两位被视为接班人的家族二代成员 ——翁晓锋(创始人翁关荣之子)和翁晓菲(创始人翁荣金之女)同时退出核心管理层。据媒体报道，上市 公司称此次管理层变动是出于公司内控管理调整，公司正尝试"去家族化"，从"家族治理"向"职业经理 人"模式转型。 企查查显示，煦合企业 ...

证券代码：600137 股票简称：浪莎股份 编号：临 2025-032 四川浪莎控股股份有限公司 关于全资子公司签订厂房出租合同的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带责任。 重要内容提示: 本次厂房出租面积 12,663 平方米，租赁期限 6 年。 本次厂房出租未构成关联交易，亦未构成重大资产重组。 四川浪莎控股股份有限公司（以下简称"公司"）全资子公司浙 江浪莎内衣有限公司（以下简称： "甲方"或"浪莎内衣"）于 2025 年 7 月 28 日，与义乌市煦合企业管理有限公司（以下简称： "乙方"） 签订了厂房《出租合同》。依据《上海证券交易所股票上市规则》(2025 年 4 月修订)6.1.2(四)之规定，现将浪莎内衣签订的厂房出租情况公 告如下： 一、合同签订概况和主要内容 （一）依据签订的厂房《出租合同》 1、出租厂房面积：甲方出租给乙方的厂房座落在义乌市四海大 道东一号浪莎内衣 3 号厂房 1-7 楼，租赁面积为 12663 平方米，限 于生产、仓库、办公、电商使用。 2、租赁期限：厂房租赁期限为自 ...

Overview - Socks are essential clothing items that are widely used in daily life, characterized as fast-moving consumer goods with a relatively low average price compared to other textile and apparel products, making the sock market a vast opportunity [1][9] - In 2024, China's sock sales are projected to reach 12.229 billion pairs, generating a revenue of 101.074 billion yuan, with non-transparent socks accounting for over 60% of the market [1][9] - As living standards improve and consumer preferences evolve, there is a growing demand for comfort, functionality (such as antibacterial, moisture-wicking, and odor-resistant features), and fashion, leading to increased opportunities in niche markets [1][9] Market Policies - The Chinese government has implemented various policies to support the development of the textile and apparel industry, including initiatives to promote fashionable domestic products and enhance the innovation of traditional brands [4][6] - Key policies include the promotion of cultural and tourism consumption, support for the innovation of time-honored brands, and the encouragement of high-quality development in the textile sector [4][6] Industry Chain - The upstream of the sock industry includes suppliers of raw materials such as cotton, wool, silk, and synthetic fibers, as well as equipment manufacturers for sock production [7] - The midstream consists of sock manufacturing companies, while the downstream includes various sales channels such as supermarkets, department stores, specialty shops, wholesale markets, and e-commerce platforms [7] Competitive Landscape - The sock industry in China is characterized by a low entry barrier, resulting in a large number of participants, primarily small and medium-sized enterprises, leading to a highly fragmented market [11] - In 2024, the top 10 brands in the sock market accounted for less than 5% of the total market share, indicating significant competition and product homogeneity [11] Company Analysis - **Langsha Co., Ltd.**: One of the world's largest sock manufacturers with advanced digital equipment and a daily production capacity exceeding 4 million pairs. In 2024, Langsha's revenue reached 380 million yuan with a gross profit of 77 million yuan, resulting in a gross margin of 20.38% [13] - **Jiansheng Group Co., Ltd.**: A leading manufacturer of knitted sports apparel, producing 500 million pairs of cotton socks annually. In 2024, the company's revenue was 2.574 billion yuan, with knitted sports socks accounting for 60.61% of total sales [15] Development Trends - The demand for socks is becoming increasingly diversified, with consumers seeking additional functionalities such as anti-slip, antibacterial, and odor-resistant features [17] - Smart socks equipped with sensors to monitor foot health and adjust temperature and humidity are expected to become a market trend, providing personalized experiences for consumers [17]

证券代码：600137 证券简称：浪莎股份 公告编号：2025-031 四川浪莎控股股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性公告 投资者西藏巨浪科技有限公司保证向本公司提供的信息真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 重要内容提示： | 权益变动方向 | | 比例增加□ | 比例减少√ | | --- | --- | --- | --- | | 权益变动前合计比例 | 13% | | | | 权益变动后合计比例 | 12% | | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ | 否√ | | | 是否触发强制要约收购义务 | 是□ | 否√ | | 一、 信息披露义务人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 √其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 注释： ...

Core Points - The major shareholder, Tibet Giant Wave Technology Co., Ltd., has released 1 million shares from pledge, accounting for 7.91% of its total holdings in the company [1][3] - As of the announcement date, Tibet Giant Wave Technology Co., Ltd. still has 11.91% of its shares pledged [1] Summary by Sections Shareholder Information - Shareholder Name: Tibet Giant Wave Technology Co., Ltd. [3] - Shares Released from Pledge: 1,000,000 [3] - Percentage of Shares Released: 7.91% of its holdings [3] - Percentage of Total Company Shares: 1.03% [3] - Total Shares Held: 12,638,500 [3] - Percentage of Total Company Shares Held: 13.00% [3] - Remaining Pledged Shares: 11,580,000 [3] Pledge Transactions - A total of 13,814,400 shares were involved in stock pledge repurchase transactions with Northeast Securities Co., Ltd. [2] - Additional pledge transactions occurred on August 2, 2017, with 2,860,000 shares, and on December 7, 2017, with 3,170,000 shares [2] - On August 22, 2024, 1,037,888 shares were pledged to Yanbian Rural Commercial Bank Co., Ltd. [2]

证券代码：600137 股票简称：浪莎股份 编号：临 2025-030 1 四川浪莎控股股份有限公司 持股 5%以上股东部分股份解除质押公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带责任。 重要内容提示: 本次持股 5%以上股东西藏巨浪科技有限公司解除持有本公司 质押股份 100 万股，占持有公司股份总数的 7.91%。 截至本公告日，西藏巨浪科技有限公司累计仍质押本公司股份 1158.00 万股，占其持有本公司股份总数的 91.62%。占本公司总股本 的 11.91%。 四川浪莎控股股份有限公司（以下简称"本公司"）于 2025 年 7 月 16 日接到本公司持股 5%以上股东西藏巨浪科技有限公司（以下简 称"该公司"）书面告知函，告知了关于该公司解除持有本公司质押 股份情况。根据相关规定，现将本次持股 5%以上股东持有股份解除 质押情况公告如下： 1、该公司分别于2016年12月22日、2017年3月27日，将合计持有 本公司股份中的1381.44万股办理了与东北证券股份有限公司进行股 票质押式回购交易业务。201 ...

Core Viewpoint - Sichuan Langsha Holdings Co., Ltd. announced a cash dividend distribution of 0.186 CNY per share, totaling approximately 18.08 million CNY, approved at the 2024 annual shareholders' meeting on June 20, 2025 [1][2]. Dividend Distribution Details - The cash dividend of 0.186 CNY per share is based on a total share capital of 97,217,588 shares [1]. - The relevant dates for the dividend distribution are as follows: - Record date: July 15, 2025 - Last trading day: July 16, 2025 - Ex-dividend date: July 16, 2025 [1][2]. Taxation Information - For individual shareholders holding shares for over one year, the cash dividend is exempt from personal income tax [2]. - For shares held for one year or less, no withholding tax will be applied at the time of distribution [2]. - QFII shareholders will receive a net dividend of 0.1674 CNY per share after a 10% withholding tax [2][4]. Implementation Method - The cash dividends will be distributed through China Securities Depository and Clearing Corporation Limited, Shanghai Branch, to shareholders registered by the record date [1][2]. - Shareholders who have not completed designated trading will have their dividends held by the clearing company until the trading is completed [1].

证券代码：600137 证券简称：浪莎股份 公告编号：2025-029 四川浪莎控股股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 每股分配比例 A 股每股现金红利0.186元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/15 | － | 2025/7/16 | 2025/7/16 | 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 6 月 20 日的2024年年度股东会审议通过。 重要内容提示： | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/15 | － | 2025/7/16 | 2025/7/16 | 四、 分配实施办法 1. 实施办法 （1）无限售条件 ...

Core Viewpoint - The recent personnel changes at Langsha Co., Ltd. signify a shift from a family governance model to a professional management approach, indicating a move towards "de-familization" [4][5][6] Group 1: Management Changes - Founder Weng Rongdi continues as Chairman and General Manager, while family members Weng Xiaofeng and Weng Xiaofei exit the core management team [4][5] - The board size has been reduced from 7 to 5 members, with family representation decreasing from 3 to 1 [5] - New appointments include Jin Zhoubin as Deputy General Manager and Lu Mingliang as the new financial head, both of whom are internally cultivated talents [6] Group 2: Financial Performance - Langsha's revenue from 2022 to 2024 was 327 million, 388 million, and 380 million yuan, with net profits of 17.27 million, 22.63 million, and 23.40 million yuan respectively [7] - In Q1 2025, the company reported a revenue of 64.60 million yuan, a decline of 9.65% year-on-year, while net profit increased by 96.33% to 9.31 million yuan [7] - The number of stores decreased from 384 at the end of 2022 to 282 by the end of 2024, a reduction of 102 stores or 27% [7] Group 3: Business Model and Challenges - Langsha relies heavily on the OEM model, with 85.86% of production being OEM, which has led to lower profit margins compared to competitors [8] - The company faced quality issues, including a scandal involving a subcontractor, which highlighted the risks associated with the OEM model [8] - The gross margin has been consistently lower than competitors, with figures ranging from 13% to 20.30% from 2020 to 2024 [8] Group 4: Market Opportunities - The company is focusing on the "Guochao" (national trend) market, anticipating growth in domestic demand for fashionable and personalized innerwear [10] - The "Guochao" clothing market has seen significant growth, with a compound annual growth rate of nearly 16% from 2017 to 2023 [10] - However, experts suggest that Langsha has not effectively capitalized on the "Guochao" trend and faces intense competition in this space [11]