关于《安正时尚集团股份有限公司股票交易异常波动问询函》的回函 安正时尚集团股份有限公司： 贵公司发出的《安正时尚集团股份有限公司股票交易异常波动问询函》已收 悉，经认真自查核实，现将有关问题回复如下： 一、截至目前，本人不存在涉及贵公司的应披露而未披露的重大信息； （本页无正文，为《关于<安正时尚集团股份有限公司股票交易异常波动问 询函>的回函》之签字页） 控股股东、实际控制人： 2025 年 7 月 30 日 二、截至目前，本人不存在处于筹划阶段的涉及贵公司的重大事项，包括但 不限于重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股权 激励、破产重整、重大业务合作、引进战略投资者等重大事项； 三、在本次股票交易异常波动期间，本人不存在买卖贵公司股票的情形。 特此函复。 （本页以下无正文） ...

安正时尚7月30日公告，公司股票连续两个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异 常波动情形。经核实，公司目前生产经营情况正常，内外部经营环境未发生重大变化，不存在应披露而 未披露的重大信息。公司、控股股东及实际控制人不存在影响公司股票交易价格异常波动的重大事项， 不存在涉及公司应披露而未披露的重大信息。 ...

证券日报网讯安正时尚（603839）7月30日在互动平台回答投资者提问时表示，截至2025年7月18日，公 司股东总数17218户。 ...

Market Overview - The apparel and home textile sector increased by 0.72% on July 30, with Taimusi leading the gains [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Top Performers - Taimusi (001234) closed at 25.70, up 10.02% with a trading volume of 104,300 shares and a transaction value of 260 million [1] - Anzheng Fashion (603839) closed at 8.58, up 10.00% with a trading volume of 214,400 shares and a transaction value of 179 million [1] - Shengtai Group (605138) closed at 7.84, up 9.96% with a trading volume of 45,600 shares and a transaction value of 35.75 million [1] Underperformers - Xinha Co. (003016) closed at 8.16, down 9.33% with a trading volume of 494,400 shares and a transaction value of 43.2 million [2] - Aicao Co. (603511) closed at 15.58, down 2.44% with a trading volume of 137,300 shares and a transaction value of 214 million [2] - Langsha Co. (600137) closed at 19.95, down 1.87% with a trading volume of 50,500 shares and a transaction value of 102 million [2] Capital Flow - The apparel and home textile sector experienced a net outflow of 11.69 million from institutional investors, while retail investors saw a net outflow of 14.83 million [2] - Speculative funds had a net inflow of 26.53 million [2] Individual Stock Capital Flow - Jihua Group (601718) had a net inflow of 78.10 million from institutional investors, but a net outflow of 61.98 million from retail investors [3] - Anzheng Fashion (603839) saw a net inflow of 35.21 million from institutional investors, with retail investors experiencing a net outflow of 16.04 million [3] - Taimusi (001234) had a net inflow of 17.21 million from institutional investors, while retail investors faced a net outflow of 8.94 million [3]

Group 1 - The core viewpoint of the news highlights the significant performance of Anzheng Fashion, with a stock price increase of 10.01% to 7.8 yuan as of July 29, 2025, and a notable net inflow of main funds amounting to 3160.39 million yuan, representing 37.72% of the total transaction amount [1][3] - The latest financial results for Anzheng Fashion show total revenue of 575 million yuan for Q1 2025, reflecting a year-on-year growth of 12.89%, and a net profit attributable to shareholders of 23.05 million yuan, which is a substantial increase of 268.07% [1] - The company has a solid financial position with a current ratio of 2.638, a quick ratio of 1.253, and a debt-to-asset ratio of 24.55% [1] Group 2 - Anzheng Fashion Group has made investments in 25 external enterprises and participated in four bidding projects, indicating active engagement in business expansion [2] - The company holds a significant intellectual property portfolio, including 683 trademark registrations and 562 patents, along with 19 administrative licenses [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603511 | 要草股份 | 15.97 | -9.98% | 25.46万 | 4.10亿 | | 002485 | ST雪发 | 3.92 | -5.08% | 7.92万 | 3157.72万 | | 600137 | 浪莎股份 | 20.33 | -4.78% | 6.98万 | 1.44亿 | | 002780 | 三夫户外 | 13.78 | -2.82% | 7.96万 | 1.10亿 | | 002634 | 棒杰股份 | 4.23 | -2.76% | 13.65万 | 5793.72万 | | 001209 | 并示股份 | 17.82 | -2.20% | 3.45万 | 6203.62万 | | 603365 | 水星家纺 | 17.76 | -2.04% | 1.49万 | 2653.16万 | | 603958 | 哈森股份 | 16.42 | -2.03% | 2.79万 | 4596.96万 | | 002569 ...

证券代码：603839 证券简称：安正时尚 公告编号：2025-030 安正时尚集团股份有限公司 关于 2025 年第二季度计提资产减值准备的公告 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。 安正时尚集团股份有限公司（以下简称"公司"）于 2025 年 7 月 14 日召开 第六届董事会第十八次会议,审议通过了《关于 2025 年第二季度计提资产减值准 备的议案》。现将相关情况公告如下： 一、本次计提资产减值准备概述 注：上述金额未经审计；表格中如存在合计数与各分项数值之和尾数不符的 情况，均为四舍五入原因形成。 二、本次计提资产减值准备的情况说明 为了更加真实、准确地反映公司 2025 年第二季度财务报告，根据《企业会 计准则》及公司会计政策等相关规定，公司及下属子公司对 2025 年第二季度末 （截至 6 月 30 日）所属资产进行了全面检查和减值测试，并对所属资产可收回 金额进行了充分的评估和分析，对可能发生资产减值损失的相关资产计提减值准 备。 公司本次计提资产减值准备的范围包括应收账款、其他应收款、存货，2025 ...

安正时尚集团股份有限公司 安正时尚集团股份有限公司(以下简称"公司")第六届董事会第十八次会议 于2025年7月14日以通讯的方式召开。会议由董事长郑安政先生召集并主持，应 参加表决的董事6人，实际参加表决的董事6人，监事和公司高级管理人员列席了 本次会议。本次会议的召集、召开和表决程序符合有关法律、法规和《公司章程》 的规定，会议形成的决议合法有效。本次会议采用记名投票方式，审议并通过了 如下议案： 证券代码：603839 证券简称：安正时尚 公告编号：2025-029 第六届董事会第十八次会议决议公告 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。 具体内容详见上海证券交易所网站（www.sse.com.cn）及公司选定信披媒体 刊登的《安正时尚集团股份有限公司关于 2025 年第二季度计提资产减值准备的 公告》。 表决结果：6 票同意，0 票反对，0 票弃权。该项议案获通过。 特此公告。 2025 年 7 月 15 日 一、审议通过《关于 2025 年第二季度计提资产减值准备的议案》 本议案已经公司董事会审计委员会审议通 ...

Financial Performance - The company expects a net profit attributable to shareholders of the parent company for the first half of 2025 to be between 19 million and 25 million yuan, marking a turnaround from a loss in the same period last year [5]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 11 million and 16 million yuan [6]. - In the same period last year, the company reported a net loss attributable to shareholders of the parent company of 12.11 million yuan [7]. - The previous year's total profit was -10.64 million yuan, indicating a significant improvement in financial performance [7]. - The earnings per share for the previous year was -0.03 yuan [8]. - The company anticipates a year-on-year revenue growth of 12% during the reporting period [9]. Organizational Changes - The company has been optimizing its organizational structure and advancing retail business reforms to achieve cost reduction and efficiency improvement [9]. Forecast and Risks - The performance forecast is based on preliminary calculations by the finance department and has not been audited by registered accountants [10]. - Investors are advised to pay attention to investment risks as the forecast data is preliminary and subject to change [11]. - The official financial data will be disclosed in the company's formal half-year report for 2025 [11].