| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605188 | 国光连锁 | 13.44 | -3.72% | 30.25万 | | 4.08亿 | | 600113 | 浙江东日 | 49.55 | -3.69% | 12.33万 | | 6.23亿 | | 600785 | 新华自贸 | 13.33 | -2.63% | 16.98万 | | 2.26亿 | | 600693 | 东自集团 | 6.00 | -1.96% | 39.28万 | | 2.35 Z | | 000679 | 大连友谊 | 9.58 | -1.74% | 9.82万 | | 9489.43万 | | 601086 | 国芳集团 | 11.04 | -1.52% | 31.83万 | | 3.51亿 | | 600828 | 茂业商业 | 4.16 | -1.42% | 24.06万 | | 9972.64万 | | 000715 | 中兴商业 | 6.25 | -1.42% | 9.38万 | | ...

当前，随着各项扩消费政策、活动的持续发力，上海商圈活力焕发。 8月21日，上海市商务委"扩消费上海商圈行"政府开放暨媒体探营活动走进豫园商城。数据显示，今年上半年，豫园 商城商圈社零增长41.6%，展示出显著的消费活力。 潘洁摄 今年6月，上海社零额实现1388.3亿元，同比增长3.7%。1—6月，社零额实现8260.4亿元，同比增长1.7%，增速较1— 5月提高0.3个百分点。 其中，与商圈相关的零售商品类别，如服装纺织品、高质量食品、通讯器材都受到消费者青睐，增长高于平均水 平。 另一组数据显示，今年上半年商圈零售额规模、客流热度均呈现增长态势。1-6月，重点监测的50个商圈零售额同比 增长2.7%，增速高于社零1个百分点，零售额规模为"十四五"以来最高；其中，19个商圈零售额同比增速突破10%， 世博、豫园、真如等商圈零售额增速位列前三。 豫园商城总裁王维昌表示，如今豫园片区全年客流达5500万人次，日均客流达13万人次，春节、元宵节期间，日客 流峰值达24万人次，19-35岁年轻客群占比60%，商城定位核心客群为文化爱好者、新时代年轻人等，未来将持续打 造"大豫园"概念，预计2033年客流超1亿人次。 ...

（文章来源：每日经济新闻） 信达证券8月20日发布研报称，给予豫园股份（600655.SH，最新价：5.81元）买入评级。评级理由主要 包括：1）豫园股份是平台型消费产业公司，业务布局丰富；2）黄金珠宝行业乘金价东风，精品金饰引 领消费潮流；3）珠宝时尚业务稳立潮头，多品牌全渠道构筑竞争壁垒；4）其他消费产业贯彻瘦身健 体、拥轻合重、攻守平衡。风险提示：消费疲软、金价波动风险、渠道扩张不及预期、行业竞争加剧。 ...

Investment Rating - The investment rating for the company is "Buy" [2] Core Insights - The report highlights that the company, Yuyuan Group, is a platform-type consumer industry company with a diversified business layout, including jewelry fashion, cultural dining, national trend watches, beauty and health, and composite functional real estate. The company aims to create a happy life for global family customers and is actively embracing consumption structure adjustments and new trends in national trends [5][15] - The jewelry fashion business is positioned to lead the consumption trend, with the company leveraging its multi-brand and all-channel strategy to build competitive barriers [7][14] - The report provides a profit forecast for the company, estimating net profits attributable to the parent company for 2025, 2026, and 2027 to be 463 million, 1.259 billion, and 2.07 billion yuan respectively, with corresponding P/E ratios of 48.9X, 18.0X, and 10.9X [8][10] Summary by Sections Company Overview - Yuyuan Group is actively adjusting its business layout and deepening its "Oriental Lifestyle Aesthetics" strategy, focusing on family consumption and adapting to market changes [15][19] - The company has experienced significant fluctuations in operating performance, with revenue and profit growth from 2018 to 2022, but facing pressure in 2023 and 2024 due to external factors [15][19] Jewelry Fashion Business - The jewelry business, primarily under the brands "Laomiao" and "Yayi," has a strong market presence with 4,615 retail outlets by the end of 2024. The company employs a franchise model for rapid market expansion while enhancing brand image through direct stores [7][14] - The report notes a shift in consumer demand towards self-purchase and cultural significance in gold jewelry, with the company innovating in product design and marketing strategies [6][7] Other Consumer Segments - The report discusses the company's restaurant management and service sector, emphasizing the importance of traditional Chinese brands and a focus on light asset expansion [8] - The food, department store, and craft sectors are expected to transition from traditional craftsmanship to modern industrialization, with a focus on pre-prepared meals and health supplements [8] - The fashion watch segment shows stable revenue with improving profitability, while the property development and sales segment is anticipated to contribute positively in the future due to a solid project reserve [8][19] Financial Forecast and Investment Rating - The financial forecast indicates a recovery in net profit from 2025 onwards, with significant growth expected in subsequent years. The report assigns a "Buy" rating based on the company's strategic positioning and market potential [8][10][14]

证券之星消息，8月19日一般零售板块较上一交易日上涨1.05%，南宁百货领涨。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。一般零售板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600712 | 南宁自货 | 7.38 | 7.11% | 80.25万 | | 5.95亿 | | 600857 | 宁波中百 | 13.61 | 4.45% | 6.89万 | | 9061.23万 | | 601086 | 国芳集团 | 11.10 | 4.32% | 40.54万 | | 4.42 乙 | | 000501 | 武商集团 | 12.56 | 3.97% | 1 95.48万 | | 11.69亿 | | 603101 | 汇嘉时代 | 8.60 | 3.61% | 38.72万 | | 3.27亿 | | 601010 | 文峰股份 | 2.71 | 3.44% | 84.47万 | | 2.26亿 | ...

复星集团将携旗下众多高端品牌参加消博会 新品全球首发 爆款独家发售 本报海口4月27日讯(记者 傅人意)首届中国国际消费品博览会即将在海口拉开帷幕。海南日报记者 4月27日从复星集团获悉，该集团旗下的多个全球知名消费品牌、多家成员企业将参加本届消博会。将 在首届消博会上亮相的复星"尖货"包括时尚、珠宝、化妆品、旅游、潮品、母婴等品类。 作为复星大快乐板块的旗舰企业，豫园股份将携10余个知名品牌参加首届消博会，其中不乏女性消 费群体热衷的产品。除了中华老字号，豫园还将带来包括意大利高端珠宝品牌Damiani、法国设计师珠 宝品牌DJULA、以色列高端护肤品牌AHAVA等国际知名品牌。同时，豫园珠宝时尚集团旗下的线上设 计师平台——"豫园珠宝创意之家"将以"原创中国美"为主题，展示中国珠宝新生代的原创力量。老庙将 在本届消博会上展出古韵金竹韵年年系列产品。 此外，部分豫园股份旗下主打"她经济"的新品将在消博会的平台上进行全球首发。例如，DJULA 品牌"华丽摇滚系列"耳环、项链、手链等珠宝;梅眉青梅酒针对"酒精小白"和爱酒人士推出的低酒精度 数酒饮——梅眉日日晴青梅气泡酒。届时，这些产品也将在线上进行展示。 复星 ...

2025年8月15日，上海清算所网站披露公告，为保证上海豫园旅游商城(集团)股份有限公司2025年度第 二期超短期融资券（债券简称：25豫园商城SCP002，债券代码：012580314.IB ）兑付工作的顺利进行 现将有关事宜公告。本期债券发行金额3亿元，起息日为2025年1月24日，发行期限210天，债项余额3亿 元，最新评级情况为AAA，本计息期债项利率4.74%/年，兑付日为2025年8月22日（如遇节假日，顺延 至下一工作日），本期应偿付本息金额308,181,369.86元。托管在银行间市场清算所股份有限公司的债 券，其付息/兑付资金由发行人在规定时间之前划付至指定收款账户后，由清算所在付息/兑付日划付至 债券持有人指定银行账户。债券付息/兑付日如遇法定节假日，则划付资金的时间相应顺延。此外，公 告称无其他需说明事项，公司及全体董监高等承诺公告内容真实准确完整及时并履行后续信息披露义 务。 ...

Core Viewpoint - The traditional gold and jewelry industry is undergoing significant transformation challenges, exemplified by the struggles of established brands like Laomiao Gold, which has experienced a dramatic decline in revenue and profit amidst a changing market landscape [2][4][10]. Group 1: Company Performance - Laomiao Gold's parent company, Yuyuan Group, reported a nearly halved revenue in Q1 2025, with a 71% drop in net profit to 51.8 million yuan [4]. - The jewelry fashion segment of Laomiao Gold saw a staggering 60.2% decline in revenue, while its inventory turnover days increased to 442 days, significantly higher than the industry average of 200-250 days [4][10]. - In contrast, Laopu Gold achieved a 166.4% year-on-year sales growth in 2024, with a net profit increase of 254%, and its stock price surged by 202% in Q1 2025 [4]. Group 2: Strategic Challenges - Laomiao Gold is attempting a comprehensive reform strategy, focusing on channel development, IP creation, R&D, talent acquisition, and digitalization to enhance competitiveness [5][10]. - Despite efforts to engage younger consumers through live streaming and innovative store formats, the effectiveness of these strategies is questioned due to high costs and limited conversion rates [6][10]. - The company faces a fundamental strategic dilemma regarding its identity and market positioning, struggling to define whether to pursue high-end craftsmanship, become a multi-channel giant, or focus on regional markets [10][12]. Group 3: Industry Context - The gold and jewelry industry is experiencing a bifurcation, with innovative brands like Laopu Gold and Chaohongji achieving rapid growth, while traditional brands like Laomiao Gold face declining performance [10][11]. - The industry is undergoing a reshuffling, where success is determined by strategic clarity and execution rather than historical legacy [12].

上海豫园旅游商城（集团）股份有限公司 关于召开 2025 年半年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。 上海豫园旅游商城（集团）股份有限公司（简称"公司"） 拟于 2025 年 8 月 26 日在上海证券交易所网站（ www.sse.com.cn ）披露公司 2025 年半年度报告。 为了便于广大投资者更全面深入地了解公司 2025 年半年度业绩和经营情况，公司 拟于 2025 年 8 月 26 日（星期二 15:15-16:30）召开业绩说明会，就投资者普遍关 心的问题进行交流。 一、业绩说明会类型 业绩说明会通过网络在线方式召开，公司将针对 2025 年半年度业绩和经营情 况与投资者进行交流，并对投资者普遍关注的问题进行回答。 二、业绩说明会召开的时间、地点 （一）投资者可于 2025 年 8 月 26 日（星期二 15:15-16:30）登陆全景网 （ir.p5w.net）参与业绩说明会，公司将及时回答投资者的提问。 证券代码：600655 证券简称：豫园股份 公告编号：临2025-073 债 ...

| 证券代码：600655 | 证券简称：豫园股份 | 公告编号：临2025-073 | | --- | --- | --- | | 债券代码：242519 | 债券简称：25豫园01 | | | 债券代码：242813 | 债券简称：25豫园02 | | | 债券代码：242814 | 债券简称：25豫园03 | | 上海豫园旅游商城（集团）股份有限公司 关于召开 2025 年半年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。 上海豫园旅游商城（集团）股份有限公司（简称"公司"） 拟于 2025 年 8 月 26 日在上海证券交易所网站（ www.sse.com.cn ）披露公司 2025 年半年度报告。 为了便于广大投资者更全面深入地了解公司 2025 年半年度业绩和经营情况，公司 拟于 2025 年 8 月 26 日（星期二 15:15-16:30）召开业绩说明会，就投资者普遍关 心的问题进行交流。 一、业绩说明会类型 业绩说明会通过网络在线方式召开，公司将针对 2025 年半年度业绩和经营情 况与投 ...