证券代码：600826 股票简称：兰生股份 公告编号：临 2025-035 东浩兰生会展集团股份有限公司 关于参加2025年上海辖区上市公司集体接待日 暨中报业绩说明会活动的公告 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： 东浩兰生会展集团股份有限公司（以下简称"公司"）于 2025 年 08 月 28 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 半年度经营成果及财务状况，公司计划于 2025 年 09 月 19 日下午 15:00-17:00 参加由中国证券监督管理委员会上海监管局指导、上海上市公司协会及深圳市全 景网络有限公司联合举办的"2025 年上海辖区上市公司集体接待日暨中报业绩 说明会活动"，就投资者关心的问题进行交流。 一、说明会类型 本次活动将采取网络远程的方式举行，公司将针对 2025 半年度经营成果及 财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围内就 1 会议召开时间：2025 年 09 月 19 日（星期五）15:00-17 ...

证券之星消息，9月9日专业服务板块较上一交易日下跌1.57%，兰生股份领跌。当日上证指数报收于 3807.29，下跌0.51%。深证成指报收于12510.6，下跌1.23%。专业服务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) | | --- | --- | --- | --- | --- | --- | --- | | 300572 | 安车检测 | 24.83 | 2.77% | | 8.92万 | 2.18亿 | | 002243 | 力合科创 | 9.07 | 1.34% | | 27.85万 | 2.51亿 | | 600662 | 外服控股 | 5.42 | -0.18% | | 7.69万 | 4155.81万 | | 603183 | 建研院 | 4.48 | -0.22% | 1 | 8.78万 | 3932.66万 | | 600861 | 北京人力 | 20.13 | -0.30% | | 2.90万 | 5836.48万 | | 003008 | 开普检测 | 21.88 | -0.41% | | 1.28万 | 2813.6 ...

9月9日，兰生股份跌5.15%，截至发稿，报11.42元/股，成交1.23亿元，换手率1.44%，总市值84.00亿 元。 资料显示，东浩兰生会展集团股份有限公司位于上海市黄浦区董家渡路200号董家渡外滩中心T3栋15-16 楼，成立日期1982年8月7日，上市日期1994年2月4日，公司主营业务涉及进出口贸易、代理进出口业 务、中外合资合作等。主营业务收入构成为：会展组织46.40%，会展配套服务21.71%，展馆运营服务 19.01%，赛事活动11.53%，其他0.69%，其他(补充)0.65%。 从兰生股份十大流通股东角度 数据显示，汇添富基金旗下1只基金位居兰生股份十大流通股东。中证上海国企ETF（510810）二季度 增持66.69万股，持有股数386.14万股，占流通股的比例为0.52%。根据测算，今日浮亏损失约239.41万 元。 中证上海国企ETF（510810）成立日期2016年7月28日，最新规模79.42亿。今年以来收益4.94%，同类 排名3899/4222；近一年收益35.35%，同类排名2908/3798；成立以来收益1.8%。 中证上海国企ETF（510810）基金经理为吴振翔。 ...

Group 1 - The core viewpoint of the news is that Lansheng Co., Ltd. experienced a stock price increase of 5.64% on September 4, reaching 13.11 yuan per share, with a trading volume of 311 million yuan and a turnover rate of 3.35%, resulting in a total market capitalization of 9.643 billion yuan [1] - Lansheng Co., Ltd. is primarily engaged in import and export trade, with its main business revenue composition being: exhibition organization 46.40%, exhibition support services 21.71%, exhibition hall operation services 19.01%, event activities 11.53%, and others 1.34% [1] Group 2 - Among the top ten circulating shareholders of Lansheng Co., Ltd., a fund under Huatai-PineBridge Fund ranks first, with the China Securities Shanghai State-Owned Enterprises ETF (510810) increasing its holdings by 666,900 shares in the second quarter, now holding 3.8614 million shares, accounting for 0.52% of circulating shares [2] - The China Securities Shanghai State-Owned Enterprises ETF (510810) was established on July 28, 2016, with a latest scale of 7.942 billion yuan, and has achieved a year-to-date return of 5.51% [2] Group 3 - The fund manager of the China Securities Shanghai State-Owned Enterprises ETF (510810) is Wu Zhenxiang, who has a cumulative tenure of 15 years and 215 days, with the fund's total asset scale at 18.478 billion yuan [3] - During Wu Zhenxiang's tenure, the best fund return was 177.69%, while the worst return was -31.53% [3]

Core Insights - The Chinese government is focusing on enhancing sports consumption and developing the sports industry as part of its strategy to expand domestic demand [1][10] - The marathon events in China have evolved beyond traditional sports competitions, significantly impacting local economies and promoting consumption [2][4] Industry Growth - The sports industry in China has maintained a high growth rate, with a notable increase in marathon events and participation, from 699 events and 6.05 million participants in 2023 to 749 events and 7.05 million participants in 2024 [2][11] - A large city marathon can generate economic benefits ranging from 600 million to 700 million yuan, showcasing the economic impact of these events [4] Economic Impact - The 2025 Wuxi Marathon attracted over 426,000 spectators and participants, generating an economic benefit of 50.5 million yuan, a 78.2% increase from the previous year [4] - The integration of marathons with local tourism and services has created a comprehensive consumption ecosystem, enhancing the economic value of these events [8][12] Market Dynamics - The sports-related market in China has over 17 million entities, with a significant increase in registrations, indicating a growing interest in the sports industry [6] - The collaboration between sports companies and marathon events is crucial for maximizing economic value and enhancing city influence [6][7] Consumer Behavior - The annual consumption scale of certified road running participants is projected to reach 16.8 billion yuan in 2024, reflecting a 26% increase from 2023, with direct consumption on apparel and gear exceeding 9.8 billion yuan [11] - The demand for integrated experiences combining marathons and tourism is driving consumer spending across various sectors [11][12]

兰生股份 20250828 摘要 2025 上半年营收同比下降 17.22%，主要受中国品牌博览会项目取消 影响，但赛事业务增长 39.06%，场馆运营下降 6.93%，配套服务增长 24.61%。 2025 上半年承办 11 场展会，总规模 68.4 万平方米，举办 5 场路跑及 水上赛事，总参赛规模约 3.5 万人。世博展览馆举办 35 场展会活动， 总租管面积 427 万平方米。 公司积极服务国家战略，推进 2026 年第 48 届世界技能大赛筹备，启 动第八届进博会筹备，并服务第五届消博会及广交会上海交易团。 区域拓展方面，通过项目合作联动市场，如成都工博会、厦门工博会和 华南深圳工博会，形成母展带子展格局，并在宠物赛道初步形成东西部 联动。 国际拓展方面，继广英展在南美洲举办后，进一步延伸至泰博会，并积 极参与意大利博罗尼亚宠物展，完成香港子公司设立，注册资金 1,000 万美元。 公司披露首份 ESG 报告，评级提升，并披露未来三年股东回报规划，延 续高比例现金分红传统，中期分红达 76.32%。 上海马拉松预报名人数达 35.6 万，较去年增加 10 万，报名费提升，境 外参赛者增加至 4,00 ...

Core Viewpoint - The company, Donghao Lansheng Exhibition Group Co., Ltd., has announced its 2025 semi-annual report, highlighting its financial performance and future development plans, including a cash dividend distribution proposal for shareholders [4][19]. Company Overview - The company is focused on enhancing its core business and competitiveness in the exhibition industry, aiming to become a world-renowned exhibition service brand [24][25]. - The company has established a comprehensive strategy to leverage opportunities in Shanghai's development as an "International Exhibition Capital" [24]. Financial Data - For the first half of 2025, the company reported a net profit attributable to shareholders of 56,932,390.35 yuan, with undistributed profits amounting to 2,337,557,239.95 yuan as of June 30, 2025 [19]. - The proposed cash dividend is 0.60 yuan per 10 shares, amounting to a total distribution of 43,451,014.08 yuan, which represents 76.32% of the net profit for the period [19][20]. Important Matters - The company has actively engaged in various strategic partnerships and market expansions, including the establishment of a wholly-owned subsidiary in Hong Kong to enhance international business operations [25]. - The company is committed to maintaining a high dividend payout ratio, with plans to distribute at least 50% of its distributable profits in cash annually from 2025 to 2027 [27][28]. Governance and Compliance - The board of directors has ensured compliance with legal and regulatory requirements, holding meetings to review and approve the semi-annual report and dividend proposals [6][21]. - The company has implemented a robust governance framework to enhance operational efficiency and regulatory adherence [30]. ESG Initiatives - The company has published its first ESG report, achieving improved ratings and recognition for its sustainability efforts [30]. - ESG principles are integrated into the company's operations and investor relations activities, reflecting its commitment to sustainable development [30].

证券之星消息，8月28日专业服务板块较上一交易日上涨1.89%，钢研纳克领涨。当日上证指数报收于 3843.6，上涨1.14%。深证成指报收于12571.37，上涨2.25%。专业服务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) | | | --- | --- | --- | --- | --- | --- | --- | | 300797 | 钢研纳克 | 18.60 | 20.00% | 40.26万 | | 7.07亿 | | 600826 | 兰生股份 | 11.96 | 6.41% | 63.64万 | | 7.44亿 | | 301228 | 实村检测 | 27.72 | 5.20% | 5.04万 | | 1.38亿 | | 300416 | 示试试验 | 19.05 | 5.19% | 48.52万 | | 9.12亿 | | 002967 | 广电计里 | 21.75 | 2.79% | 12.30万 | | 2.62亿 | | 688757 | 胜科纳米 | 32.59 | 2.78% | 3.72万 | | 1.20亿 | | 00 ...

8月27日兰生股份发布2025半年度分配预案，拟10派0.6元（含税），预计派现金额合计为4345.10万元。 派现额占净利润比例为76.32%，这是公司上市以来，累计第22次派现。 资金面上看，该股8月27日主力资金净流入3046.40万元，近5日主力资金净流出682.29万元。 两融数据显示，该股最新融资余额为1.77亿元，近5日减少548.54万元，降幅为3.00%。 公司上市以来历次分配方案一览 | 日期 | 分配方案 | 派现金额合计（亿元） | 股息率（%） | | --- | --- | --- | --- | | 2025.06.30 | 10派0.6元（含税） | 0.43 | 0.75 | | 2024.12.31 | 10派2.2元（含税） | 1.59 | 2.51 | | 2024.06.30 | 10派0.6元（含税） | 0.43 | 0.69 | | 2023.12.31 | 10转增4派2.8元（含税） | 1.45 | 2.69 | | 2022.12.31 | 10派1.09元（含税） | 0.58 | 1.29 | | 2021.12.31 | 10派1.13元（含税） ...

Core Insights - Company reported a total operating revenue of 553 million yuan, ranking 11th among peers, which is a decrease of 36.65 million yuan or 6.21% year-on-year [1] - Net profit attributable to shareholders was 56.93 million yuan, ranking 13th among peers, down by 25.27 million yuan or 30.74% year-on-year [1] - Operating cash flow increased to 144 million yuan, ranking 5th among peers, with a year-on-year increase of 88.97 million yuan or 161.72% [1] Financial Ratios - The latest debt-to-asset ratio is 24.64%, ranking 12th among peers, down by 0.69 percentage points from the previous quarter and 2.61 percentage points year-on-year [3] - Gross margin stands at 34.13%, ranking 14th among peers, with an increase of 7.92 percentage points from the previous quarter and 3.68 percentage points year-on-year [3] - Return on equity (ROE) is 1.35%, ranking 18th among peers, down by 0.83 percentage points year-on-year [3] Earnings and Turnover - Diluted earnings per share are 0.08 yuan, ranking 19th among peers, a decrease of 0.03 yuan or 27.27% year-on-year [3] - Total asset turnover is 0.10 times, ranking 21st among peers, down by 0.01 times year-on-year [3] - Inventory turnover is 7.66 times, ranking 11th among peers, down by 3.52 times year-on-year [3] Shareholding Structure - The number of shareholders is 26,300, with the top ten shareholders holding 518 million shares, accounting for 70.42% of total equity [3] - Major shareholders include Shanghai Lansheng Group Co., Ltd. (41.71%) and Donghao Lansheng Group Co., Ltd. (21.15%) [3]