证券代码：600630 股票简称：龙头股份 编号：临 2025-031 上海龙头（集团）股份有限公司 关于 2025 年第三季度主要经营数据的公告 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。 根据上海证券交易所《上市公司自律监管指引第 3 号行业信息披露：第十号——服装》的 相关规定，上海龙头（集团）股份有限公司（以下简称"公司"）现将 2025 年第三季度主要 经营数据(未经审计)披露如下： 报告期，公司依据"针织品"、"家用纺织品"、"服装服饰"进行品牌分类统计，同一 商品大类无法细分(本公告牵涉内容统计口径相同，以下不再重复)，具体情况如下： 一、报告期内实体门店变动情况 | | | | | | 单位：家 | | | --- | --- | --- | --- | --- | --- | --- | | 品牌 | 门店类型 | 年末数量 2024 | 报告期末数量 | 报告期内新开 | 报告期内关闭 | | | 针织品 | 专卖店/柜 | 531 | 475 | 18 | 74 | | | 加盟店/柜 | | ...

上海龙头（集团）股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召开第十二届董事会第三次会议，审议通过了《关于计提资产减值准备的议案》， 现将具体情况公告如下： 一、计提资产减值准备情况概述 证券代码：600630 股票简称：龙头股份 编号：临 2025-030 上海龙头（集团）股份有限公司 关于计提资产减值准备的公告 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。 为客观、公允地反映公司 2025 年第三季度的财务状况及经营成果，根据《企 业会计准则》及公司会计政策等相关规定，基于谨慎性原则，公司对合并财务报 表范围内的各类资产进行充分评估和分析，本着谨慎性原则，对相关资产进行了 减值测试并计提了相应的资产减值准备。经测算，2025 年 1-9 月公司计提各项资 产减值准备合计 584.60 万元。 二、本次计提减值的具体说明 1. 应收款项等金融资产减值准备计提情况 公司对应收账款、其他应收款等金融资产采用预期信用损失方法计提减值准 备。2025 年 1-9 月，公司结合应收款项的风险特征、客户性 ...

证券代码：600630 证券简称：龙头股份 公告编号：临 2025-032 上海龙头(集团)股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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法律责任。 重要内容提示： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 11 日 （星期二） 至 11 月 17 日 （星 期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱（ltdsh@shanghaidragon.com.cn）进行提问。公司 将在说明会上对投资者普遍关注的问题进行回答。 上海龙头(集团)股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发布公司 2025 年第三季度报告，为便于广大投资者更全 面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划 于 2025 年 11 月 18 日 （星期二） 13:00-14:00 举行 2025 年第三季 度业绩说明会，就投资者 ...

证券代码：600630 股票简称：龙头股份 编号：临 2025-029 第十二届董事会第三次会议决议公告 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。 一、董事会会议召开情况 上海龙头（集团）股份有限公司第十二届董事会第三次会议于 2025 年 10 月 28 日以现 场会议的方式召开，会议通知于 2025 年 10 月 17 日以电子邮件、微信等通讯方式发出。会 议应出席董事 9 名，实际出席董事 9 名。会议由董事长倪国华先生主持,公司高级管理人员 列席了本次会议。本次董事会会议的召开及程序符合公司章程和有关法律、法规的要求，会 议合法有效。会议审议并全票通过了以下议案： 二、董事会会议审议情况 1、《2025 年第三季度报告》 表决结果：同意 9 票；反对 0 票；弃权 0 票。 公司董事会审计委员会进行了事先审核，认为：公司 2025 年第三季度财务会计报表符 合国家颁布的企业会计准则和《企业会计制度》的规定，在所有重大方面真实公允地反映了 公司 2025 年第三季度的经营成果、现金流量和 2025 年 9 月 ...

Financial Performance - The company's operating revenue for the third quarter reached ¥454,623,886.54, representing a year-on-year increase of 20.11%[4] - The total profit for the year-to-date period was ¥43,058,405.62, showing a decrease of 10.97% compared to the same period last year[4] - The net profit attributable to shareholders for the year-to-date period was ¥29,396,420.17, down 22.15% year-on-year[4] - Total operating revenue for the first three quarters of 2025 reached ¥1,265,687,897.84, an increase from ¥1,218,187,032.92 in the same period of 2024, representing a growth of approximately 3.9%[19] - Net profit for the first three quarters of 2025 was ¥30,247,882.63, down from ¥39,228,685.79 in 2024, indicating a decline of about 23.0%[20] - Operating profit increased to ¥43,525,080.03 in 2025 from ¥36,585,544.57 in 2024, reflecting a growth of approximately 19.0%[19] - Total comprehensive income for the first three quarters of 2025 was ¥32,125,074.84, compared to ¥46,745,673.68 in 2024, representing a decrease of approximately 31.3%[20] Cash Flow and Liquidity - The net cash flow from operating activities for the third quarter was -¥5,484,592.37, a decline of 49.43% compared to the previous year[5] - The net cash flow from operating activities for the first three quarters of 2025 was ¥16,967,972.77, a decrease from ¥33,551,389.06 in 2024, showing a decline of about 49.5%[23] - The company reported a net cash outflow from financing activities of ¥172,307,357.91 in 2025, compared to a net outflow of ¥85,728,822.65 in 2024, indicating a significant increase in cash outflow[24] - Cash and cash equivalents at the end of the period were ¥324,657,866.44, down from ¥377,052,403.89 at the end of 2024, showing a decrease of approximately 13.9%[24] - The company's cash and cash equivalents decreased by 32.47% due to the repayment of maturing loans during the reporting period[9] - The company's cash and cash equivalents decreased to CNY 326,382,495.90 from CNY 483,285,396.69, representing a decline of approximately 32.5%[14] Assets and Liabilities - The total assets at the end of the reporting period were ¥1,649,671,947.09, a decrease of 0.79% from the end of the previous year[5] - As of September 30, 2025, the company's total assets amounted to CNY 1,649,671,947.09, a slight decrease from CNY 1,662,836,415.80 at the end of 2024[14] - The company's current assets totaled CNY 1,255,257,658.95, compared to CNY 1,251,660,475.04 in the previous year, indicating a marginal increase[14] - The company's total liabilities were CNY 860,727,524.41, down from CNY 889,157,287.48 in the previous year, reflecting a reduction in financial obligations[16] - The company's short-term borrowings decreased to CNY 150,096,986.11 from CNY 180,162,708.34, a reduction of approximately 16.7%[15] - The company reported a total of CNY 99,925,867.52 in non-current liabilities, which is an increase from CNY 93,616,139.03 in the previous year, indicating a rise of about 6.5%[16] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 60,000[10] - The basic earnings per share for the year-to-date period was ¥0.07, reflecting a decrease of 21.24% year-on-year[5] - Basic earnings per share for the first three quarters of 2025 were ¥0.07, down from ¥0.09 in 2024, indicating a decline of about 22.2%[20] Expenses - The total operating costs for the first three quarters of 2025 were ¥1,249,052,610.36, an increase from ¥1,193,067,948.05 in 2024, reflecting a growth of approximately 4.7%[19] - Research and development expenses decreased to ¥11,386,144.09 in 2025 from ¥14,743,685.60 in 2024, indicating a reduction of about 22.4%[19] Accounts Receivable and Inventory - The accounts receivable increased by 35.32%, primarily due to outstanding foreign trade receivables at the end of the reporting period[9] - Accounts receivable increased to CNY 367,232,320.91 from CNY 271,387,501.15, showing a growth of about 35.3%[14] - Inventory levels rose to CNY 374,975,732.21, up from CNY 321,150,710.45, indicating an increase of approximately 16.7%[15]

Core Viewpoint - Longtou Co., Ltd. has seen a stock price increase of 5.37% on October 22, reaching 10.40 CNY per share, with a total market capitalization of 4.419 billion CNY, indicating a cumulative increase of 6.59% over three consecutive days [1] Group 1: Company Overview - Longtou Co., Ltd. was established on November 18, 1991, and listed on February 9, 1993, with its main business activities including brand management and international trade [1] - The revenue composition of Longtou Co., Ltd. is as follows: knitted garments 44.76%, import and export trade 30.96%, other (supplementary) 8.72%, knitted fabrics 5.44%, clothing and accessories 5.34%, bedding 2.78%, other home textiles 1.21%, and towels 0.78% [1] Group 2: Shareholder Information - Among the top ten circulating shareholders of Longtou Co., Ltd., a fund under Huatai PineBridge Fund ranks first. The CSI Shanghai State-owned Enterprises ETF (510810) reduced its holdings by 250,300 shares in the second quarter, now holding 3,376,900 shares, which is 0.79% of the circulating shares [2] - The estimated floating profit from the recent stock price increase is approximately 1.7898 million CNY, with a total floating profit of 2.0599 million CNY over the three-day increase [2] Group 3: Fund Manager Profile - The fund manager of the CSI Shanghai State-owned Enterprises ETF (510810) is Wu Zhenxiang, who has a cumulative tenure of 15 years and 263 days, managing a total fund size of 19.181 billion CNY [3] - During his tenure, the best fund return achieved was 192.4%, while the worst return was -31.53% [3]

Core Insights - The apparel and home textile sector experienced a rise of 1.38% on October 21, with Zhongyin Fashion leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - Zhongyin Fashion (300901) closed at 17.48, with a significant increase of 11.20% and a trading volume of 122,000 shares, resulting in a transaction value of 209 million yuan [1] - Tianchuang Fashion (603608) saw a rise of 9.96%, closing at 8.72 with a trading volume of 292,300 shares [1] - Hason Co., Ltd. (603958) increased by 6.98%, closing at 16.85 with a trading volume of 101,600 shares [1] - Other notable performers include Gelisi (603808) up 5.35%, Langsha Co. (600137) up 5.21%, and Longtou Co. (600630) up 5.00% [1] Capital Flow - The apparel and home textile sector saw a net outflow of 177 million yuan from main funds, while retail investors contributed a net inflow of 260 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing while retail investors increased their positions [2]

Core Viewpoint - Longtou Co., Ltd. experienced a 5.74% increase in stock price, reaching 9.94 CNY per share, with a trading volume of 190 million CNY and a turnover rate of 4.64%, resulting in a total market capitalization of 4.223 billion CNY [1] Group 1: Company Overview - Longtou Co., Ltd. was established on November 18, 1991, and listed on February 9, 1993, located in the Pudong New Area of Shanghai [1] - The company's main business includes brand management and international trade, with revenue composition as follows: knitted garments 44.76%, import and export trade 30.96%, others (supplementary) 8.72%, knitted fabrics 5.44%, clothing and accessories 5.34%, bedding 2.78%, other home textiles 1.21%, and towels 0.78% [1] Group 2: Shareholder Information - Among the top ten circulating shareholders of Longtou Co., Ltd., a fund under Huatai PineBridge Fund ranks first [2] - The CSI Shanghai State-owned Enterprises ETF (510810) reduced its holdings by 250,300 shares in the second quarter, now holding 3.3769 million shares, which accounts for 0.79% of circulating shares [2] - The estimated floating profit for today is approximately 1.8235 million CNY [2] Group 3: Fund Manager Profile - The fund manager of the CSI Shanghai State-owned Enterprises ETF (510810) is Wu Zhenxiang, who has a cumulative tenure of 15 years and 262 days [3] - The total asset size of the fund is 19.181 billion CNY, with the best fund return during his tenure being 190.55% and the worst being -31.53% [3]

证券日报网讯龙头股份（600630）10月15日在互动平台回答投资者提问时表示，公司目前没有应披露而 未披露的事项。 ...

Core Insights - The apparel and home textile sector experienced a rise of 1.44% on October 10, with Anzheng Fashion leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Anzheng Fashion (603839) closed at 9.42, up 10.05% with a trading volume of 238,200 shares and a turnover of 222 million yuan [1] - Qipilang (002029) also saw a significant increase, closing at 9.12, up 10.01% with a trading volume of 395,800 shares and a turnover of 349 million yuan [1] - Longtou Co. (600630) rose by 7.03%, closing at 9.75 with a trading volume of 556,200 shares and a turnover of 540 million yuan [1] - Other notable performers included Henghui Anfang (300952) with a 5.08% increase and a closing price of 34.15, and ST Erya (600107) with a 4.97% increase [1] Capital Flow - The apparel and home textile sector saw a net inflow of 167 million yuan from institutional investors, while retail investors experienced a net outflow of 26.05 million yuan [2][3] - Major stocks like Henghui Anfang and Qipilang attracted significant institutional investment, with net inflows of 172 million yuan and 78 million yuan respectively [3] - Anzheng Fashion had a net inflow of 41.97 million yuan from institutional investors, despite a net outflow from retail investors [3]