Core Points - The company has signed a lease agreement for a factory with a total area of 12,663 square meters for a duration of 6 years [2][3] - The lease does not constitute a related party transaction or a major asset restructuring [3][4] - The rental income for the first year is set at 2.65923 million yuan, with subsequent years at 2.735208 million yuan annually [3][4] Contract Details - The factory is located at No. 1-7, 3rd Factory Building, East Sihai Avenue, Yiwu City, and is designated for production, warehousing, office, and e-commerce use [3][4] - The lease term starts from January 1, 2026, to December 31, 2031, with a 5-month rent-free period from the contract signing date [3][4] - The rental payment for the first year is due within 5 working days after signing, while payments for the following years are due by November 30 each year [4] Company Information - Zhejiang Langsha Underwear Co., Ltd. is a wholly-owned subsidiary of Sichuan Langsha Holdings Co., Ltd., established on July 14, 2006, with a registered capital of 150 million yuan [4][5] - Yiwu Xuhe Enterprise Management Co., Ltd., the lessee, was established on October 11, 2023, with a registered capital of 88,000 yuan [5][6] Impact on the Company - The leasing of the idle factory aims to activate assets and increase revenue for the company [7]

Summary of Key Points Core Viewpoint - The announcement details the signing of a lease agreement for a factory by Sichuan Langsha Holdings Co., Ltd.'s wholly-owned subsidiary, Zhejiang Langsha Underwear Co., Ltd., with Yiwushi Xuhe Enterprise Management Co., Ltd. for a period of six years, aimed at generating additional income from idle assets [1][3]. Group 1: Lease Agreement Details - The leased factory area is 12,663 square meters, with a lease term of six years [1]. - The rental price for the first year is set at 17.5 yuan per square meter, totaling approximately 2.65923 million yuan annually. From the second to the sixth year, the rent will increase to 18 yuan per square meter, totaling approximately 2.735208 million yuan annually [2]. - The rental payments for the second to sixth years are to be made by November 30 each year to the designated account of the lessor [2]. Group 2: Parties Involved - Zhejiang Langsha Underwear Co., Ltd. is engaged in various manufacturing and sales activities, including clothing and textile processing [2]. - Yiwushi Xuhe Enterprise Management Co., Ltd. specializes in marketing planning, real estate consulting, property management, and other related services [2]. - There are no existing relationships between Yiwushi Xuhe and either the company or Langsha Underwear in terms of ownership, business, assets, or liabilities [3]. Group 3: Impact on the Company - The lease agreement is expected to enhance the company's revenue by utilizing idle factory space [3]. - The company will recognize income from this lease according to accounting principles in the relevant accounting periods, with the specific profit amount to be confirmed after annual audits [3].

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 ...

浪莎股份（600137.SH）8月4日在投资者互动平台表示，公司主营针织内衣产品制造销售，袜子产品为 公司关联方浪莎针织股份有限公司生产经营销售。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：浪莎推出的"明星袜"系列丝袜经过特殊防蚊剂处理，经 国家权威机构"中疾控"检测，防蚊驱蚊率高达86.17%，建议加大宣传力度。 ...

2024年1至12月份，浪莎股份的营业收入构成为：服装制造业占比99.88%，其他业务占比0.12%。 浪莎股份（SH 600137，收盘价：20.23元）8月4日晚间发布公告称，四川浪莎控股股份有限公司全资子 公司浙江浪莎内衣有限公司于2025年7月28日，与义乌市煦合企业管理有限公司签订了厂房《出租合 同》。本次厂房出租面积12,663平方米，租赁期限6年。为盘活资产，增加公司收入，浪莎内衣本次将 闲置厂房进行出租。公司将根据本合同履约义务以及收入确认原则在相应的会计期间确认收入，具体利 润金额以及对公司经营业绩的影响情况，以年度审计确认后的结果为准。四川浪莎控股股份有限公司董 事会2025年8月4日。 （文章来源：每日经济新闻） ...

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 ...

Core Viewpoint - The company, Langsha Co., Ltd. (浪莎股份), has signed a lease agreement for a factory with a total area of 12,663 square meters, which will be used for production, warehousing, office, and e-commerce purposes, indicating a strategic move to enhance operational capacity and revenue generation [1] Group 1 - The leased factory is located at No. 1, East Sihai Avenue, Yiwu City, and the lease term is set for six years, from January 1, 2026, to December 31, 2031 [1] - The company will provide a rent-free period of five months starting from the signing date of the contract, which is from July 28, 2025, to December 31, 2025 [1] - The annual rental income for the first year is agreed at 2.65923 million yuan, with a monthly rent of 17.5 yuan per square meter, while the rent for the subsequent years will be 18 yuan per square meter, totaling 2.735208 million yuan annually from the second to the sixth year [1]

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]

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, with the Shanghai Composite Index briefly surpassing 3600 points before retreating [1] - The overall market saw a high rate of stock volatility, with a 50% rate of stocks hitting their daily limit down [1] - The total trading volume for the day reached 1.9 trillion yuan [1] Hot Topics Yarlung Tsangpo River Hydropower Project - Stocks related to the Yarlung Tsangpo River hydropower project continued to surge, with companies like China Power Construction and Huaxin Cement hitting their daily limit up [4] - The project has garnered significant market attention, leading to a valuation recovery for infrastructure stocks due to low valuations and high dividend yields [5] Consumer Sector - The consumer sector showed strong activity, with companies such as Hanchang Group and Nanjing New百 hitting their daily limit up [6] - The World Health Organization raised alarms regarding the spread of the chikungunya virus, which could impact public health and consumer behavior [6] Nuclear Fusion Sector - The nuclear fusion sector saw notable movements, with companies like GuoJi Heavy Industry and XueRen Group experiencing significant gains [8] - The establishment of China Fusion Energy Co., a subsidiary of China National Nuclear Corporation, was announced, with an investment of approximately 11.49 billion yuan from various stakeholders [8] Stock Performance Yarlung Tsangpo River Project Stocks - Key stocks in this sector included: - ShanHe Intelligent: 10.67 yuan, +10.00%, market cap 11.445 billion yuan - Tibet Tianlu: 12.75 yuan, +10.01%, market cap 16.93 billion yuan - Deep Water Regulation Institute: 27.82 yuan, +20.02%, market cap 6.206 billion yuan [5][16] Consumer Sector Stocks - Notable performers included: - Hanchang Group: 10.92 yuan, +9.97%, market cap 3.22 billion yuan - Nanjing New百: 7.55 yuan, +10.06%, market cap 8.796 billion yuan - Rainbow Group: 22.65 yuan, +10.00%, market cap 2.38 billion yuan [7][16] Nuclear Fusion Stocks - Key stocks included: - GuoJi Heavy Industry: 4.09 yuan, +9.95%, market cap 29.503 billion yuan - XueRen Group: 11.44 yuan, +10.00%, market cap 7.443 billion yuan [9][10]

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： ...