信息披露文件 福建东百集团股份有限公司（以下简称"公司"）控股股东福建丰琪投资有限公司（以 下简称"丰琪投资"）及其一致行动人施章峰先生、施霞女士合计持有公司股份 521,907,699 股，占公司总股本的 60.00%，相关股份均为无限售条件流通股。截至本公告披露日，丰琪投资、 施章峰先生及施霞女士合计质押公司股份 344,740,000 股，上述主体合计质押股份数量占合计 持有公司股份总数的 66.05%，占公司总股本的 39.63%。 一、本次股份解除质押情况 近日，公司控股股东丰琪投资将其原质押给渤海银行股份有限公司福州分行的无限售条件 流通股份部分解除质押，具体如下： | 股东名称 | 丰琪投资 | | | --- | --- | --- | | 本次解质股份 | 3,000,000 | 股 | | 占其所持股份比例 | | 0.69% | | 占公司总股本比例 | | 0.34% | | 解质时间 | 年 月 2025 12 29 | 日 | | 持股数量 | 437,659,603 | 股 | | 持股比例 | 50.31% | | | 剩余被质押股份数量 | 304,760,000 | 股 | ...

东百集团公告称，近日控股股东丰琪投资将原质押给渤海银行福州分行的300万股无限售流通股解除质 押，解质时间为2025年12月29日。丰琪投资及其一致行动人施章峰、施霞合计持股5.22亿股，占总股本 60%，本次解质后合计质押3.45亿股，占合计持股总数66.05%，占总股本39.63%。丰琪投资未来半年、 一年内到期质押股份对应融资额分别为1.83亿元、7.45亿元，其关联方也有对应到期股份及融资额，还 款资金源于经营收入等，质押风险可控。 ...

Core Viewpoint - The Ministry of Commerce is planning to enhance policy support for the retail industry during the "14th Five-Year Plan" period to achieve innovative transformation and high-quality development, with a focus on new supply and demand interactions [1] Group 1: Company Strategy and Leadership - Dongbai Group has appointed He Xiangguo as Vice President and Commercial Executive President, aiming to leverage his extensive experience in retail management to drive innovation and growth [1][2] - The company has been actively innovating its operations by introducing various national IP brands and integrating cultural and commercial elements, showcasing its commitment to revitalizing its business model [2] Group 2: Financial Performance - In the first three quarters of 2025, Dongbai Group reported revenue of 1.359 billion yuan, a year-on-year increase of 2.34%, and a net profit attributable to shareholders of 88.048 million yuan, up 3.04%, indicating strong operational resilience [2] - The company has successfully attracted nearly 70 new flagship brands in the first half of the year, with its core stores becoming key locations for these brands [2] Group 3: Market Trends and Opportunities - The retail industry is experiencing a shift towards new business models and consumer demands, with Dongbai Group positioned to capitalize on these trends through innovative commercial scenarios and enhanced customer experiences [3][6] - He Xiangguo's previous successes in transforming retail spaces, such as the significant revenue growth at Hangzhou's Huzhou Yin Tai City, are expected to provide valuable insights for Dongbai Group's future strategies [3] Group 4: Regional and Strategic Insights - Dongbai Group's strategic focus on the northwest market, particularly through its Lanzhou Center, aligns with He Xiangguo's experience in optimizing operations in similar markets, suggesting potential for significant growth [5] - The recent policy changes aimed at enhancing duty-free and inbound consumption are expected to create new opportunities for Dongbai Group, especially given He Xiangguo's background in the duty-free sector [5][6]

每经AI快讯，12月30日，离境退税指数盘中下跌2%，成分股整体表现疲软。东百集团跌8%，中百集团 下跌5.3%，南宁百货、厦门港务、凯撒旅业均跌超3%。 （文章来源：每日经济新闻） ...

零售板块盘初下挫，银座股份、百大集团触及跌停，东百集团、茂业商业、上海九百、中央商场、中百 集团跟跌。 ...

（原标题：东百集团换手率24.35%，沪股通龙虎榜上净买入1636.14万元） 东百集团(600693)今日下跌9.51%，全天换手率24.35%，成交额43.01亿元，振幅13.76%。龙虎榜数据显示，沪股通净买入1636.14万元，营业部席 位合计净卖出4.19亿元。 上交所公开信息显示，当日该股因日换手率达24.35%上榜，沪股通净买入1636.14万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交11.39亿元，其中，买入成交额为3.68亿元，卖出成交额为7.70亿元，合计净卖出 4.02亿元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 相关ETF � 数字经济ETF (产品代码: 560800) ★ 跟踪：中证数字经济主题指数 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第四大卖出营业部，买入金额为1.18亿元，卖出金额为1.02亿元，合计净买入 1636.14万元。 近半年该股累计上榜龙虎榜16次，上榜次日股价平均涨3.51%，上榜后5日平均涨9.54%。 资金流向方面，今日该股主力资金净流出7.79亿元，其中，特大单净流出5.12亿元，大单资金净流出 ...

12月29日，上证指数上涨0.04%，深证成指下跌0.49%，创业板指下跌0.66%。盘后龙虎榜数据显示，共有60只个 股因当日异动登上龙虎榜，资金净流入最多的是拓维信息（002261.SZ），达8.57亿元。 60只上榜的龙虎榜个股中，30只个股被净买入，30只个股被净卖出。其中，资金净买入最多的是拓维信息，达 8.57亿元，占总成交金额的14.59%。拓维信息当日收盘上涨10%，换手率为15.48%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 拓维信息 | 10% | 85690 | 14.59% | 15.48% | 普通席位买入,成功 | | | | | | | 率41.71% | | 雷科防务 | 9.97% | 45818 | 10.2% | 34.53% | 普通席位买入,成功 | | | | | | | 率66.29% | | 迈为股份 | 20% | 42103 | 10.65% | 10.34% | 1家机构买入,成功 | | ...

商业零售板块，东百集团精准施策、主动求变，在稳固运营基础的同时持续提升品牌影响力。今年上半年，公司45个品牌销售额位列全国TOP10,174 个品牌位居福建省第一，159个品牌位居甘肃省第一。同时，东百持续深化首店战略，上半年新引进品牌201个，其中首店品牌67个，成功激活场内活 力。 仓储物流板块，东百集团自布局该业务以来已累计获取18个物流项目，总建筑面积约180万平方米，总土地面积约202万平方米。公司与京东、顺丰、 中国邮政等建立了深度战略合作关系，并通过轻资产运营模式实现资源的高效整合。此外，公司精准把握新能源汽车、电商新模式、快消茶饮等领域 增长机遇，实现物流招商与运营效率的稳步提升，今年上半年成功签约客户58组，吸引比亚迪、小米、美团、霸王茶姬等多领域优质企业入驻，客户 结构更趋优化，覆盖领域愈发多元。 股东回报方面，据Choice数据统计，东百集团自上市以来累计分红18次，股利支付率达60.75%，位居行业前列。 12月26日，以"新开局、新动能、新征程"为主题的"启航·2025金融峰会"在北京圆满举办，大会由金融界主办，汇聚监管部门、行业协会、金融机构、 上市公司、媒体等数百位相关领导和重磅 ...

"消费新动能"圆桌会议汇聚多位消费领域标杆企业代表，由华泰联合证券消费行业部副主管、保荐代表 人崔力主持，东百集团（600693）副总裁陈文坚，多点数智副总裁张宇，奇梦岛集团执行总裁、联合创 始人施广强等嘉宾，聚焦消费市场新趋势、新机遇及下沉市场潜力等议题，深入探讨上市公司把握消费 升级脉搏、实现高质量增长的路径。 "医药新时代"圆桌会议邀请医药行业头部企业与投资机构代表共话产业发展，金融界董事长助理、上市 公司研究院院长周婷担任主持人，迈胜医疗董事长田源、思路迪医药股份副总裁兼董事会秘书夏芳、进 化医疗COO段勇、约印医疗基金顾问委员会主席姒亭佑等嘉宾，围绕医药创新、产业升级、资本赋 能、出海机遇、打破内卷等核心话题展开思想碰撞，为医药行业"十五五"期间高质量发展建言献策。 本报讯 （记者郭冀川）12月26日，由金融界主办的"启航·2025金融年会"系列活动在北京举行。其中的 核心环节"启航·2025上市公司高质量发展年会"以"穿越周期，韧性成长"为主题，汇聚监管部门、行业 协会、金融机构相关领导及重磅嘉宾，以及上市公司优秀代表，共商发展大计，为资本市场高质量发展 注入活力。 本次年会聚焦科技、消费、医药三 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The retail industry is experiencing a transformation with a focus on emotional consumption and innovative product offerings, particularly in the jewelry and cosmetics sectors [6][33] - Companies like潮宏基 and毛戈平 are leveraging multi-channel strategies to enhance brand visibility and product sales, indicating a strong market presence [26][31] Summary by Sections Retail Market Overview - The retail index closed at 2462.73 points, with a weekly increase of 0.16%, underperforming the Shanghai Composite Index, which rose by 1.88% [5][15] - The retail sector has seen a year-to-date increase of 10.00%, lagging behind the Shanghai Composite Index's 18.26% rise [15][19] Company Highlights - **潮宏基**: Achieved a revenue of 62.37 billion yuan in the first three quarters of 2025, up 28.4% year-on-year, with a net profit of 3.17 billion yuan, reflecting a 0.3% increase [42] - **毛戈平**: Launched the "琉光赋活" skincare series, set to debut on January 1, 2026, focusing on high-end skincare needs [31] - **周大福**: Reported a revenue of 389.86 billion HKD for FY2026H1, a slight decrease of 1.1%, but with a net profit increase of 0.1% [39] Investment Themes - **Gold and Jewelry**: Focus on brands with differentiated product offerings and consumer insights, recommending潮宏基 and老铺黄金 as key players [6][33] - **Offline Retail**: Emphasis on companies adapting to market changes, with recommendations for永辉超市 and爱婴室 [6][33] - **Cosmetics**: Highlighting brands that innovate with emotional value and safe ingredients, recommending毛戈平 and珀莱雅 [6][34] - **Medical Aesthetics**: Targeting differentiated product manufacturers and expanding medical aesthetic chains, with recommendations for爱美客 and科笛-B [6][34]