证券日报网讯11月27日晚间，雅戈尔（600177）发布公告称，公司2025年半年度权益分派方案为：A股 每股派发现金红利0.08元(含税)，股权登记日2025年12月3日，除权除息日及现金红利发放日均为2025年 12月4日。 ...

浙江和义观达律师事务所 关于 雅戈尔时尚股份有限公司 差异化分红事项的 专项核查意见 浙江和义观达律师事务所 浙江省宁波市大闸南路500号来福士办公楼18楼 电话：+86 574 87529222 传真：+86 574 88398686 浙江和义观达律师事务所 法律意见书 浙江和义观达律师事务所 三、公司保证其已经向本所及经办律师提供了为出具本法律意见书所必需的 原始书面材料、副本材料、复印材料、确认函或者证明；并保证所提供的有关文 件和材料是真实、准确、完整和有效的，不存在隐瞒、虚假和重大遗漏之处，且 有关文件材料的副本或复印件与正本或原件相一致。 四、对于出具本法律意见书至关重要而又无法得到独立证据支持的事实，本 浙江和义观达律师事务所 法律意见书 关于雅戈尔时尚股份有限公司 差异化分红事项的专项核查意见 致：雅戈尔时尚股份有限公司 浙江和义观达律师事务所（以下简称"本所"）接受雅戈尔时尚股份有限公司 （以下简称"雅戈尔"或"公司"）委托，根据《中华人民共和国公司法》（以下 简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《上海证 券交易所上市公司自律监管指引第 7 号——回购股 ...

证券代码：600177 证券简称：雅戈尔 公告编号：2025-045 雅戈尔时尚股份有限公司 2025年半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。 重要内容提示： 每股分配比例 A 股每股现金红利0.08元 相关日期 | | | 差异化分红送转： 是 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 5 月 16 日的2024年年度股东大会授权公司董事会制定 实施，并经公司第十一届董事会第二十一次会议审议通过，具体情况如下： 2025 年 5 月 16 日，公司召开 2024 年年度股东大会，审议通过《关于 2024 年度利润分 配及 2025 年中期分红规划的议案》，为了稳定投资者分红预期，缩短投资者获取股息红利的 等待时间，切实提升投资者获得感，在满足中期分红前提条件下，公司可根据 2025 年第一季 度、半年度及第三季度未分配利润与当期业绩，于 2025 年 9 月、12 月及 2026 年 3 月实施三 次中期分红，现金红利总额不超过相应期间归属于上市公司股东的净利润， ...

股票简称：雅戈尔 股票代码：600177 编号：临 2025-044 雅戈尔时尚股份有限公司 关于调整 2025 年半年度利润分配现金分红总额的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，对公告的虚假 记载、误导性陈述或者重大遗漏负连带责任。 一、利润分配方案概述 公司于 2025 年 10 月 30 日召开第十一届董事会第二十一次会议，审议通过了 《关于 2025 年半年度利润分配的议案》。 公司拟以 2025 年半年度权益分派实施公告确定的股权登记日的总股本（扣减 当日公司回购账户股份数量）为基数，每股派发现金红利 0.08 元（含税）；截至 审议本次利润分配方案的董事会召开日，公司总股本为 4,623,441,902 股，扣减同 日回购专用证券账户持有的 51,176,200 股，以此为基数计算，共派发现金红利 365,781,256.16 元（含税）。本次利润分配不送红股，也不以资本公积金转增股本。 在董事会审议通过本利润分配方案后至实施权益分派股权登记日期间，因回 购股份、股权激励授予等致使公司总股本发生变动的，公司拟维持每股分配金额 不变，相应调整分配总额。如后续总股本发生变化，将 ...

Group 1 - The company announced a total repurchase of 13.3891 million shares through centralized bidding, increasing the total number of shares repurchased from 51.1762 million to 64.5653 million [1] - The company adjusted the total cash dividend distribution for the first half of 2025 based on the unchanged per-share distribution amount, resulting in a total cash dividend of 364.7101 million yuan (including tax) distributed to all shareholders [1] - The cash dividend per share is set at 0.08 yuan (including tax), based on a total of 455.88766 million shares [1]

Core Viewpoint - The company announced a differentiated profit distribution for the first half of 2025 due to the lack of profit distribution rights for shares in the repurchase account [1] Group 1 - The company plans to distribute a cash dividend of 0.08 yuan per share (including tax) based on the total share capital after deducting the number of shares in the repurchase account as of the record date for the semi-annual equity distribution [1] - The total cash dividend to be distributed amounts to 365 million yuan (including tax), calculated based on data from November 12 [1] - The differentiated dividend distribution is expected to have a minimal impact on the company's stock ex-dividend reference price, approximately 0.01% [1]

Core Viewpoint - The company, Yageo (600177), announced on November 24 that it holds 620 million shares of CITIC Limited as of June 30, 2025, and the reduction in holdings is primarily due to adjustments in the domestic and foreign capital structure in accordance with foreign exchange management requirements [1] Group 1 - The company holds 620 million shares of CITIC Limited as of June 30, 2025 [1] - The reduction in holdings of CITIC Limited is based on foreign exchange management requirements [1]

Group 1 - The company, Yaguo (600177), stated on November 24 that it will ensure fairness in information disclosure by uniformly disclosing shareholder quantity information in its periodic reports [1]

Core Viewpoint - YOUNGOR is facing significant challenges due to declining performance in its real estate business and struggles in its fashion segment, leading to a need for strategic shifts and potential risks in future profitability [4][5][6]. Financial Performance - In the first three quarters, YOUNGOR reported revenue of 6.777 billion yuan, a year-on-year decline of 19.32%, with total profit down 4.75% to 2.476 billion yuan and net profit attributable to shareholders down 6.48% to 2.349 billion yuan [4]. - The real estate segment contributed 25.56% to the company's revenue despite a 70.58% drop in pre-sales to 750 million yuan and a 54.41% decline in recognized revenue to 1.732 billion yuan [5][6]. Real Estate Business Challenges - YOUNGOR's exit from the real estate sector is attributed to declining scale benefits and unsatisfactory adjustments in its fashion segment [5][6]. - The company has announced plans to increase investment in the fashion industry while reducing investments in unrelated sectors, indicating a strategic pivot [6][10]. Fashion Segment Analysis - The fashion segment includes various brands, with the main brand YOUNGOR experiencing a revenue decline of 6.77% to 3.241 billion yuan, while other brands like MAYOR and HART MARX are positioned for growth [7][8]. - The partnership with HELLY HANSEN has shown promising growth, with a revenue increase of 104% in the first three quarters, although the main brand's performance remains a concern [8][9]. Market Position and Strategy - YOUNGOR's core brand is perceived as lacking in appeal to younger consumers, focusing on traditional styles that may not resonate with the target demographic [9][10]. - The company's multi-brand strategy aims to attract different consumer segments, but there are concerns about the effectiveness and profitability of this approach [10].

Core Viewpoint - YOUNGOR's performance is significantly impacted by its real estate business, which has been declining, leading to overall revenue and profit decreases in recent quarters [1][2][3] Financial Performance - In the first three quarters, YOUNGOR reported revenue of 6.777 billion yuan, a year-on-year decline of 19.32% - Total profit was 2.476 billion yuan, down 4.75%, while net profit attributable to shareholders was 2.349 billion yuan, a decrease of 6.48% [1] - The real estate segment contributed 25.56% to the company's revenue despite a 70.58% drop in pre-sales and a 54.41% decline in revenue recognition [1][2] Real Estate Business - YOUNGOR has been involved in real estate since 1992 and has previously achieved significant land acquisitions, becoming a major revenue source by 2010 [2] - The company plans to gradually exit the real estate sector, having ceased new land acquisitions since last year, but still holds approximately 6.6 billion yuan in real estate inventory, which may face impairment risks [2][3] Fashion Business Transition - YOUNGOR is shifting focus to the fashion industry, with brands including YOUNGOR, MAYOR, HANP, HART MARX, UNDEFEATED, and BONPOINT [3] - The fashion segment's revenue growth is uneven, with the main brand YOUNGOR experiencing a 6.77% decline, while other brands like BONPOINT showed significant growth [3][4] Brand Strategy and Market Position - YOUNGOR's core brand targets traditional markets, which may not appeal to younger consumers, leading to a multi-brand strategy to attract diverse demographics [5] - Despite marketing efforts, the outdoor brand HELLY HANSEN lacks a clear identity in a competitive market, raising concerns about the effectiveness of the multi-brand strategy [5]