持股 5%以上股东项今羽保证向本公司提供的信息真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 大股东持股的基本情况 本次股份减持计划实施前，浙江奥康鞋业股份有限公司（以下简称"公司"） 股东项今羽持有公司无限售流通股 40,000,000 股，占公司总股本比例为 9.98%。 减持计划的实施进展情况 证券代码：603001 证券简称：奥康国际 公告编号：临 2025-027 浙江奥康鞋业股份有限公司 关于持股 5%以上股东减持股份进展暨权益变动触及 1%整数倍的提示性公告 二、 权益变动触及 1%刻度的基本情况 公司于 2025 年 9 月 4 日收到股东项今羽的《关于股份减持计划进展情况的告知 函》，截至 2025 年 9 月 4 日，项今羽通过集中竞价方式累计减持公司股份 4,000,000 股，减持比例占公司总股本的 1%。 本次权益变动情况 | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动 ...

Group 1 - The core point of the article is that Aokang International (603001.SH) announced a share reduction plan by shareholder Xiang Jinyu, who has reduced his holdings by 4,000,000 shares, accounting for 1% of the company's total share capital as of September 4, 2025 [1]

Group 1 - The core point of the article is that Aokang International (603001.SH) announced a share reduction plan by shareholder Xiang Jinyu, who has reduced his holdings by 4,000,000 shares, accounting for 1% of the company's total share capital as of September 4, 2025 [1]

Group 1 - The apparel and home textile sector increased by 1.12% on September 4, with Taihu Snow leading the gains [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] - Key stocks in the apparel and home textile sector showed significant price increases, with Taihu Snow rising by 12.38% to a closing price of 31.40 [1] Group 2 - The apparel and home textile sector experienced a net inflow of 107 million yuan from institutional investors, while retail investors saw a net inflow of 92.91 million yuan [2] - Major stocks like Meibang Apparel and Tanchuang Fashion had notable net inflows from institutional investors, with Meibang Apparel receiving 96.34 million yuan [3] - Conversely, retail investors showed a net outflow in several stocks, indicating a mixed sentiment in the market [3]

Group 1 - The new retail concept stocks in the A-share market are performing strongly, with significant gains observed in several companies [1] - Notable performers include Pinwo Food, which rose nearly 11%, and several others that hit the daily limit up [1] - The overall trend indicates a positive sentiment towards new retail stocks despite broader market conditions [1] Group 2 - Specific stock performance data shows Pinwo Food with a 10.71% increase and a total market capitalization of 3.95 billion [2] - Other companies like Gongxiao Daji and Huijia Times also saw increases of over 10%, with Gongxiao Daji having a market cap of 51.1 billion [2] - Year-to-date performance varies, with Guofang Group showing a remarkable 108.52% increase, while some companies like Gongxiao Daji have a negative year-to-date change of -17.97% [2]

Core Viewpoint - Aokang International (603001) reported a significant decline in financial performance for the first half of 2025, with net profit dropping by 364.28% year-on-year and total revenue decreasing by 21.39% compared to the previous year [1] Financial Performance Summary - Total revenue for the first half of 2025 was 1.081 billion yuan, down 21.39% from 1.375 billion yuan in the same period of 2024 [1] - The net profit attributable to shareholders was -92.0448 million yuan, a decline of 364.28% from -19.8252 million yuan in 2024 [1] - Gross margin decreased to 35.79%, down 15.82% year-on-year, while net margin fell to -8.74%, a drop of 475.99% [1] - Total expenses (selling, administrative, and financial) amounted to 492 million yuan, accounting for 45.49% of revenue, a slight decrease of 0.04% year-on-year [1] - Earnings per share were -0.23 yuan, a decrease of 364.57% from -0.05 yuan in 2024 [1] Cash Flow and Expense Analysis - Net cash flow from operating activities increased by 42.34%, attributed to reduced advertising and employee compensation expenses [3] - Net cash flow from investing activities rose by 80.61%, due to decreased purchases of time deposits and financial products [3] - Net cash flow from financing activities increased by 32.27%, driven by increased mortgage borrowings and reduced lease-related expenses [4] Changes in Financial Items - Accounts receivable decreased by 19.62% to 784 million yuan, while cash and cash equivalents fell by 5.27% to 476 million yuan [1] - Short-term borrowings surged by 271.55%, reflecting increased mortgage borrowings [10] - Prepayments increased by 69.33%, indicating a rise in prepaid rent [10] Business Model and Historical Performance - The company's business model relies heavily on marketing, necessitating a thorough examination of the underlying drivers [12] - Historical data shows a median Return on Invested Capital (ROIC) of 0.67% over the past decade, with a particularly poor ROIC of -10.71% in 2022, indicating weak investment returns [11]

Core Viewpoint - The report highlights a significant decline in revenue and profit for Zhejiang Aokang Shoes Co., Ltd. in the first half of 2025, attributed to macroeconomic downturns, weak consumer demand, and intensified industry competition [2][3]. Company Overview and Financial Indicators - Company Name: Zhejiang Aokang Shoes Co., Ltd. [2] - Stock Code: 603001 [2] - Total Revenue: CNY 1,080,607,340.69, a decrease of 21.39% compared to the same period last year [2][3] - Total Profit: CNY -97,452,853.44, with a net profit attributable to shareholders of CNY -92,044,848.38 [2][3] - Net Assets: CNY 2,496,227,958.80, down 5.76% from the previous year [2][3] - Total Assets: CNY 3,275,020,001.37, a decrease of 7.38% [2][3] Business Model and Operations - The company operates a multi-brand strategy, focusing on the "Aokang" brand for mid-to-high-end business fashion products, targeting consumers aged 25-35 [3][4]. - The product range includes formal shoes, casual shoes, and leather goods, with price ranges from CNY 399 to CNY 899 [3][4]. - Aokang employs a combination of self-production and outsourcing, ensuring quality control across all production stages [4][5]. Industry Context - The footwear and leather goods industry is experiencing complex dynamics due to changing domestic and international market demands, raw material cost fluctuations, and consumption upgrades [5][6]. - The retail growth rate for footwear has slowed, while sports brands are seeing stable growth, impacting traditional leather shoe categories [5][6]. - Domestic brands are beginning to innovate and capture the mid-to-high-end market, challenging the dominance of international brands [6]. Financial Performance Analysis - Operating costs decreased by 12.19% to CNY 693,904,077.93, primarily due to lower sales [10]. - Sales expenses fell by 23.75% to CNY 384,545,885.94, attributed to reduced advertising and personnel costs [10][11]. - Research and development expenses decreased by 39.43% to CNY 13,298,431.74, reflecting a reduction in staff and material costs [10][11]. Strategic Initiatives - The company is focusing on enhancing brand value through innovation, quality improvement, and digital transformation [8][9]. - Aokang is implementing a channel management system to optimize market strategies and improve customer experience [7][8]. - The introduction of the "QQ Bounce" trendy footwear series aims to meet the demands of younger consumers for comfort and style [8][9].

王晨持股 10%； 康投资构成一致行动关系； 系或一致行动情况。 表决权恢复的优先股股东及持股数量 | 浙江奥康鞋业股份有限公司2025 | 年半年度报告摘要 | | | | | --- | --- | --- | --- | --- | | 公司代码：603001 | 公司简称：奥康国际 | | | | | 浙江奥康鞋业股份有限公司 | | | | | | 浙江奥康鞋业股份有限公司2025 | 年半年度报告摘要 | | | | | 第一节 | 重要提示 | | | | | 展规划，投资者应当到 | www.sse.com.cn 网站仔细阅读半年度报告全文。 | | | | | 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | | 无 | | | | | | 第二节 | 公司基本情况 | | | | | 公司股票简况 | | | | | | 股票种类 | 股票上市交易所 股票简称 | 股票代码 | | 变更前股票 | | 简称 | | | | | | A股 | 上海证券交易所 奥康国际 | 603001 | 无 | | | 联系人和联系方式 | 董事会秘书 | | ...

Group 1 - The core viewpoint of the article is that Aokang International (603001.SH) reported a significant decline in revenue and a net loss for the first half of 2025 [1] Group 2 - The company achieved an operating income of 1.081 billion yuan, representing a year-on-year decrease of 21.39% [1] - The net profit attributable to shareholders of the listed company was -92.0448 million yuan [1] - The basic earnings per share were -0.2295 yuan [1]

证券代码：603001 证券简称：奥康国际 公告编号：临 2025-026 浙江奥康鞋业股份有限公司 关于召开 2025 年半年度网上业绩说明会的公告 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个别及连带责任。 重要内容提示 ●会议召开时间：2025 年 08 月 28 日(星期四)下午 16:00-17:00 ●会议召开地点：上海证券交易所上证路演中心（网址： http://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 08 月 21 日（星期四）至 08 月 27 日（星期三）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 aks@aokang.com 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。 浙江奥康鞋业股份有限公司（以下简称"公司"）已于 2025 年 8 月 23 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 年半 年度经营成果、财务状况，公司计划于 2025 年 08 月 ...