证券代码：600826 股票简称：兰生股份 公告编号：临 2025-025 东浩兰生会展集团股份有限公司 关于股票交易异常波动的公告 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： 一、公司股票交易异常波动的具体情况 公司股票交易连续 3 个交易日内（2025 年 7 月 23 日、7 月 24 日、7 月 25 日）日收盘价格跌幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的 有关规定，属于股票交易异常波动。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司对有关事项进行了核查，并书面征询了本 公司控股股东及实际控制法人，现将有关情况说明如下： （一）生产经营情况 1 东浩兰生会展集团股份有限公司（以下简称"公司"）股票连续 3 个交易 日（2025 年 7 月 23 日、7 月 24 日、7 月 25 日）收盘价格跌幅偏离值累计 超过 20%。根据《上海证券交易所交易规则》的有关规定，属于股票交易 异常波动的情况。 经公司自查，并书面征询控股股东及实际控制法人，截至本公告披露日， 除在 ...

兰生股份：目前生产经营情况正常，不存在应披露而未披露的重大事项 金十数据7月25日讯，兰生股份7月25日公告，公司股票交易连续3个交易日收盘价格跌幅偏离值累计超 过20%，属于股票交易异常波动情形。经核实，目前生产经营情况正常，日常经营情况及外部经营环境 均未发生重大变化。除公司已披露事项之外，不存在其他应披露而未披露的重大信息。 ...

New Stock Issuance - Multiple companies are scheduled for new stock issuance on July 24, 2025, including *ST Zitian (300280) and ST Nanzhi (002305) [1] - Significant announcements were made for companies like Guosheng Tang (300436) and Huayin Power (600744) on July 17 and July 15, respectively [1] Trading Alerts - Companies such as Gaoguan Min Explosive (002827) and Zhongyan Dadi (003001) have recent trading alerts as of July 24, 2025 [1] - A total of 50 companies have been flagged for abnormal trading fluctuations, indicating potential market volatility [2] Market Trends - The report highlights a trend of increased market activity with numerous companies announcing significant changes in stock status [1] - The presence of multiple *ST (Special Treatment) companies suggests heightened scrutiny and potential risk for investors [1] Regulatory Compliance - Companies are required to disclose significant announcements to ensure transparency in trading activities [1] - The report emphasizes the importance of monitoring announcements to assess market conditions and investment risks [1]

Summary of Key Points Core Viewpoint - 兰生股份 (600826) experienced a significant trading day with a涨停, indicating strong investor interest and volatility in the stock market [1]. Trading Activity - The stock had a trading volume with a turnover rate of 19.96%, and a total transaction value of 2.006 billion yuan, with a price fluctuation of 22.22% [1][2]. - Institutional investors net sold 22.088 million yuan, while the Shanghai Stock Connect saw a net sell of 8.0599 million yuan, but the total net buying from brokerage seats was 51.688 million yuan [1][2]. Historical Performance - Over the past six months, the stock has appeared on the龙虎榜 six times, with an average price increase of 7.20% the day after being listed and an average increase of 26.09% in the following five days [3]. Fund Flow - The stock saw a net outflow of 6.0451 million yuan in main funds today, with a significant outflow of 16.745 million yuan from large orders, while smaller orders saw a net inflow of 10.6999 million yuan [3]. - The latest margin trading data shows a total margin balance of 289 million yuan, with a financing balance of 289 million yuan and a securities lending balance of 0.056 million yuan. The financing balance increased by 127 million yuan over the past five days, representing a growth of 78.04% [3]. Financial Performance - The company reported a first-quarter revenue of 232 million yuan, reflecting a year-on-year growth of 30.98%, but also recorded a net loss of 24.59 million yuan [4].

兰生股份（600826）今日涨停，成交额20.06亿元，换手率19.96%，盘后龙虎榜数据显示，沪股通专用 席位买入4017.19万元并卖出4823.18万元，有1家机构专用席位净卖出2208.79万元。 ...

兰生股份尾盘触及涨停，上演"地天板"，换手率近20%，此前一度连续6日涨停。 ...

兰生股份（600826）尾盘触及涨停，上演"地天板"，成交额18.61亿元。 ...

Investment Rating - The industry investment rating is "Overweight" indicating that the industry is expected to outperform the overall market [2][11]. Core Insights - The report highlights a significant differentiation in performance across various sectors within the social services industry, particularly in tourism and hospitality, driven by changing consumer behaviors and economic conditions [3][4]. - The hotel industry is transitioning from a rapid growth phase to a more competitive environment, with a notable increase in the number of hotels and rooms available [3][4]. - The demand for duty-free shopping is anticipated to grow due to global economic recovery and consumption upgrades, despite some companies facing revenue declines [3][4]. Summary by Relevant Sections Tourism Attractions - Jiuhua Tourism is projected to achieve a 22% increase in revenue and a 28% increase in net profit for H1 2025. Huangshan Tourism is expected to generate revenue of 911 million yuan, a 9% increase year-on-year, with a net profit of 149 million yuan, up 13% [3][4]. - Changbai Mountain is forecasted to see a 7.48% decrease in revenue, with a net loss of 2 million yuan, marking a 110% decline [3][4]. - Tianmu Lake is expected to report a 5% revenue increase to 277 million yuan and a 9% rise in net profit to 58 million yuan [3][4]. Hotel Industry - Huazhu is expected to generate 11.66 billion yuan in revenue for H1 2025, a 2% increase, with a net profit of 2.04 billion yuan, up 18% [3][4]. - Shoulv Hotel is projected to see a 4% decline in revenue to 3.59 billion yuan, while net profit is expected to rise by 9% to 391 million yuan [3][4]. - Atour Hotel anticipates a 30% revenue increase to 4.24 billion yuan and a 16% rise in net profit to 653 million yuan [3][4]. Exhibition & Human Resource Services - The report notes increasing competition in the domestic market, with companies like Miao Exhibition expected to achieve a 9% revenue increase to 284 million yuan, despite a significant drop in net profit [3][4]. - Beijing Human Resources is projected to see a 6% revenue increase to 23.29 billion yuan, with a substantial 81% rise in net profit to 785 million yuan [3][4]. Duty-Free Sector - China Duty-Free is expected to report a 9% decline in revenue to 28.58 billion yuan and a 14% decrease in net profit to 2.84 billion yuan [3][4]. - Wangfujing is projected to see an 18% decline in revenue to 4.95 billion yuan, with a 73% drop in net profit to 80 million yuan [3][4]. Investment Recommendations - The report suggests focusing on companies in various sectors: 1. Exhibition and events: Lansheng Co., Lisheng Sports, Miao Exhibition 2. Human resources: Beijing Human Resources, Keri International 3. Tourism: Changbai Mountain, Jiuhua Tourism, Huangshan Tourism, Songcheng Performing Arts, Tianmu Lake 4. Hotels: Shoulv Hotel, Huazhu, Atour 5. Duty-free: China Duty-Free, Wangfujing [3][4].

Market Performance - The Shanghai Composite Index has been rising, with significant volume increases on Thursday and Friday, challenging recent highs of 3555 points [1] - The strong performance of the semiconductor sector, particularly related to Nvidia's H20 chip sales resuming to China, has driven interest in technology growth stocks [1][4] - The rare earth, lithium, and RDA concepts have also shown strong performance this week [1] Competition Highlights - The 66th round of the stock simulation competition concluded with the top three participants achieving returns of 32.83%, 31.48%, and 26.98% respectively [1] - A total of 688 participants reported positive returns and will receive cash rewards [1] Upcoming Events - The 67th round of the competition will start on July 21, with registration open from July 19 to July 31 [3][11] - Participants can win cash rewards based on their performance, with the first place receiving 688 yuan and additional rewards for subsequent ranks [3][11] Investment Insights - Participants have identified strong opportunities in the optical module stocks within Nvidia's supply chain, with notable gains in stocks like Zhongji Xuchuang and Xinyisheng [4][6] - The AI chip market is projected to exceed $150 billion by 2025 and grow to $400 billion by 2027, indicating significant growth potential in this sector [6] - The market sentiment is shifting towards sectors with strong earnings elasticity, moving from defensive to offensive stock selections [10]

证券代码：600826 股票简称：兰生股份 公告编号：临 2025-024 东浩兰生会展集团股份有限公司 股票交易异常波动暨风险提示公告 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： 一、公司股票交易异常波动的具体情况 1 东浩兰生会展集团股份有限公司（以下简称"公司"）股票连续 2 个交易 日（2025 年 7 月 17 日、7 月 18 日）收盘价格涨幅偏离值累计超过 20%。 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动的 情况。 公司股票已连续 6 个交易日（2025 年 7 月 11 日、7 月 14 日、7 月 15 日、 7 月 16 日、7 月 17 日、7 月 18 日）涨停，股价剔除大盘和板块整体因素 后的实际波动幅度较大。公司于 2025 年 7 月 15 日披露了《股票价格异常 波动的公告》（公告编号：临 2025-020），2025 年 7 月 16 日披露了《股 票交易风险提示公告》（公告编号：临 2025-021），2025 年 7 月 17 日披 露了《股票交 ...