Core Viewpoint - YOUNGOR's recent acquisition of the French luxury children's clothing brand BONPOINT aims to enhance its fashion segment amidst declining revenues and profits in the first half of 2025 [2][3] Financial Performance - In the first half of 2025, YOUNGOR reported revenue of 5.11 billion yuan, a year-on-year decrease of 10.50%, and a net profit attributable to shareholders of 1.71 billion yuan, down 8.04% [2] - The fashion segment contributed a net profit of 238 million yuan, accounting for only 14% of the company's total net profit [2][3] - The investment segment, however, generated a net profit of 1.39 billion yuan, making up over 80% of the total net profit [7] Brand Strategy - YOUNGOR is implementing a multi-brand development strategy, managing eight brands including YOUNGOR, MAYOR, and HANP, and has recently integrated BONPOINT into its portfolio [3] - The fashion segment's revenue grew by 7.82% to 3.68 billion yuan in the first half of 2025, largely due to the inclusion of BONPOINT [3] Market Positioning - BONPOINT, established in 1975, targets new middle-class families in first- and second-tier cities, operating approximately 130 stores across 30 countries with an annual revenue of about 1.5 billion euros (approximately 1.15 billion yuan) [4] - The high-end children's clothing segment is seen as a potential growth area in a competitive apparel market [5] Investment Adjustments - YOUNGOR has been divesting financial assets, selling approximately 4.175 billion yuan worth of financial investments over the past year, which is about 10.13% of its audited net assets as of the end of 2024 [7] - The company is focusing on optimizing its investment structure, increasing stakes in strategic areas while reducing exposure to financial investments [8]

证券代码：600177 证券简称：雅戈尔 公告编号：临 2025-033 雅戈尔时尚股份有限公司 关于股份回购进展公告 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。 公司于 2025 年 8 月 28 日召开第十一届董事会第二十次会议，审议通过了《关 于以集中竞价交易方式回购公司股份的议案》，公司拟使用不低于人民币 50,000 万 元且不超过人民币 96,000 万元的自有资金及其他自筹资金以集中竞价交易方式回 购公司发行的人民币普通股 A 股股票，全部用于员工持股计划或股权激励，回购 股份的价格为不超过人民币 8 元/股，回购股份期限为自公司董事会审议通过本次 回购股份方案之日起不超过 12 个月。具体内容详见公司于 2025 年 8 月 30 日披露 的《关于以集中竞价交易方式回购股份的回购报告书》（公告编号：临 2025-031）。 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等有关规定，公司应当在每个月的前 3 个交易日内公告截至上 月末的回购进展 ...

股票简称：雅戈尔 股票代码：600177 编号：临 2025-034 | 序号 | 股东名称 | 持股数量（股） | 持股比例（%） | | --- | --- | --- | --- | | 8 | 招商银行股份有限公司－上证红利 交易型开放式指数证券投资基金 | 49,080,390 | 1.06 | | 9 | 雅戈尔集团有限公司 | 39,606,947 | 0.86 | | 10 | 中国农业银行股份有限公司－中证 500交易型开放式指数证券投资基金 | 33,744,777 | 0.73 | 雅戈尔时尚股份有限公司 关于回购股份事项前十名股东和前十名无限售条件股东持股情 况的公告 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、准确性和完整性依法承担法律责任。 公司于 2025 年 8 月 28 日召开第十一届董事会第二十次会议，审议通过了《关 于以集中竞价交易方式回购公司股份的议案》，具体内容详见公司于 2025 年 8 月 30 日披露的《关于以集中竞价交易方式回购股份的回购报告书》（公告编号：临 2025-031）。 根据《上市公司股份回 ...

格隆汇9月2日丨雅戈尔(600177.SH)公布，截至2025年8月31日，公司暂未实施股份回购。 ...

2025年9月1日，雅戈尔（600177）时尚股份有限公司发布2025年半年度报告。报告显示，公司上半年实 现营业收入51.11亿元，同比下降10.50%；归属于上市公司股东的净利润17.15亿元，同比下降8.04%。 经营活动产生的现金流量净额5.94亿元，同比降19.94%，且近三期半年报该指标持续下降。 各板块中，地产板块无新推项目，尾盘预售、结转营收及相关净利润同比均下滑；投资业务表现平稳， 相关净利润13.9亿元，同比增1.6%；时尚板块营收36.84亿元，因并表BONPOINT品牌等同比增7.82%， 但受成本费用增加影响，相关净利润同比降39.28%。 ...

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！ 进一步统计，近3个月内该股累计发生6笔大宗交易，合计成交金额为3926.4万元。该股近5个交易日累 计下跌3.03%，主力资金合计净流出3164.49万元。 责任编辑：小浪快报 9月1日，雅戈尔收跌1.60%，收盘价为7.37元，发生1笔大宗交易，合计成交量30万股，成交金额218.4 万元。 第1笔成交价格为7.28元，成交30.00万股，成交金额218.40万元，溢价率为-1.22%，买方营业部为光大 证券股份有限公司宁波柳汀街证券营业部，卖方营业部为光大证券股份有限公司宁波柳汀街证券营业 部。 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | | 2025-09-01 | 雅戈尔 | 600177 7.28 | 218.4 30 | 光大证券股份有限 | 光大证券股份有限 | | | | | | 公司宁波柳汀街证 | 公司宁波柳汀街证 | | | | | | Jake abobe 11 alary | Jake shops . I . | 9月1日，雅戈尔大宗交易成交30万股，成交额218.4万元，占当日总成交额的0.8%，成交价7.28元，较市场收盘价7.37元折价1.22%。 ...

格隆汇8月29日丨雅戈尔(600177.SH)发布中报，2025上半年实现营业总收入51.11亿元，同比下降 10.5%；归属母公司股东净利润17.15亿元，同比下降8.04%；基本每股收益为0.37元。 ...

2024年1至12月份，雅戈尔的营业收入构成为：房地产开发收入占比52.66%，品牌服装占比41.47%，纺 织占比7.67%，投资板块占比0.26%，分部间抵销占比-2.06%。 （记者 张喜威） 每经AI快讯，雅戈尔（SH 600177，收盘价：7.49元）8月30日发布公告称，公司第十一届第二十次董事 会会议于2025年8月28日在雅戈尔办公大楼1-1会议室以现场结合通讯方式召开。会议审议了《关于2025 年半年度报告及摘要的议案》等文件。 每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 ...

Core Viewpoint - The company has established a comprehensive system for managing public opinion to effectively respond to various types of public sentiment and protect its brand image and investor interests [2][3]. Group 1: Definition and Classification of Public Sentiment - Public sentiment includes negative or false media reports, rumors that may harm the company, information affecting investor decisions, and other events impacting stock prices [2]. - Public sentiment is classified into major public sentiment, which significantly affects the company's image or operations, and general public sentiment, which is less impactful [2]. Group 2: Organizational Structure and Responsibilities - The company's board of directors leads the public sentiment management efforts, with the option to form an emergency response team as needed [3]. - The board and the emergency team are responsible for decision-making, assessing the impact of public sentiment, coordinating external communications, and liaising with regulatory bodies [3]. Group 3: Response and Handling of Public Sentiment - The company must respond quickly to public sentiment, maintain consistent external communication, and actively engage with media to clarify doubts [4][5]. - For major public sentiment, the company should investigate the situation, communicate with media, strengthen investor relations, and issue clarifications as necessary [5]. Group 4: Accountability and Confidentiality - Employees and related personnel have a confidentiality obligation regarding undisclosed major information, with penalties for breaches that cause company losses [6]. - The company reserves the right to pursue legal action against external parties spreading false information that damages its reputation [6]. Group 5: Applicability and Enforcement - The established system applies to the company and its subsidiaries, with enforcement based on national laws and the company's articles of association [6]. - The board of directors is responsible for interpreting the system, which takes effect upon approval [6].