| 证券代码：603877 | 证券简称：太平鸟 | 公告编号：2025-067 | | --- | --- | --- | | 债券代码：113627 | 债券简称：太平转债 | | 宁波太平鸟时尚服饰股份有限公司 宁波太平鸟时尚服饰股份有限公司（以下简称"公司"）于 2025 年 7 月 8 日披 露《关于"太平转债"可选择回售的公告》（公告编号：2025-060），并于 2025 年 7 月 11 日、2025 年 7 月 16 日、2025 年 7 月 19 日先后披露《关于"太平转债"可 选择回售的提示性公告》（公告编号：2025-064、2025-065、2025-066）。 本次可选择回售的转债代码为"113627"，回售价格为 100.00 元/张（含当期 利息），回售申报期为 2025 年 7 月 15 日至 2025 年 7 月 21 日，回售申报已于 2025 年 7 月 21 日上海证券交易所收市后结束。 二、本次可转债回售结果和本次回售对公司的影响 （一）本次回售的结果 关于"太平转债"可选择回售结果的公告 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 ...

交易信息汇总 7月18日，太平鸟的资金流向显示，主力资金净流出126.3万元，占总成交额7.17%；游资资金净流出 12.76万元，占总成交额0.72%；散户资金净流入139.06万元，占总成交额7.89%。 截至2025年7月18日收盘，太平鸟(603877)报收于14.69元，下跌0.27%，换手率0.26%，成交量1.2万手， 成交额1761.53万元。 宁波太平鸟时尚服饰股份有限公司发布了关于"太平转债"可选择回售的提示性公告。主要内容如下：- 回售价格：100.00元人民币/张（含当期利息）- 回售期：2025年7月15日至2025年7月21日- 回售资金发 放日：2025年7月24日- 回售期内"太平转债"停止转股- 投资者可以选择回售部分或全部未转股的可转换 公司债券，但本次回售不具有强制性- 风险提示：截至2025年7月18日，"太平转债"的收盘价格高于本次 回售价格，选择回售可能会带来损失- 回售申报期内，持有人可以通过上海证券交易所交易系统进行回 售申报，方向为卖出，回售申报经确认后不能撤销- 如回售导致可转换公司债券流通面值总额少于3000 万元人民币，可转债仍将继续交易，待回售期结束后 ...

| 证券代码：603877 | 证券简称：太平鸟 | 公告编号：2025-066 | | --- | --- | --- | | 债券代码：113627 | 债券简称：太平转债 | | 宁波太平鸟时尚服饰股份有限公司 关于"太平转债"可选择回售的提示性公告 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： "太平转债"持有人可回售部分或全部未转股的可转换公司债券。"太平转债" 持有人有权选择是否进行回售，本次回售不具有强制性。 风险提示：投资者选择回售等同于以 100.00 元/张卖出持有的"太平转债"。 截至 2025 年 7 月 18 日，"太平转债"的收盘价格高于本次回售价格，投资者选择 回售可能会带来损失，敬请投资者注意风险。 宁波太平鸟时尚服饰股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日召开 2025 年第二次临时股东大会和"太平转债"2025 年第一次债券持有人会议， 审议通过了《关于变更部分募集资金投资项目的议案》。根据《宁波太平鸟时尚服 饰股份有限公司公开发行可转换公司债券募 ...

证券代码：603877 证券简称：太平鸟 公告编号：2025-065 债券代码：113627 债券简称：太平转债 宁波太平鸟时尚服饰股份有限公司 ? "太平转债"持有人可回售部分或全部未转股的可转换公司债券。 "太平转债" 持有人有权选择是否进行回售，本次回售不具有强制性。 ? 回售资金发放日：2025 年 7 月 24 日 ? 回售期内"太平转债"停止转股 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： ? 回售价格：100.00 元人民币/张（含当期利息） ? 回售期：2025 年 7 月 15 日至 2025 年 7 月 21 日 ? 风险提示：投资者选择回售等同于以 100.00 元/张卖出持有的"太平转债"。 截至 2025 年 7 月 15 日，"太平转债"的收盘价格高于本次回售价格，投资者选择 回售可能会带来损失，敬请投资者注意风险。 宁波太平鸟时尚服饰股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日召开 2025 年第二次临时股东大会和"太平转债"2025 年第一次债券持有人会 ...

| 证券代码：603877 | 证券简称：太平鸟 | 公告编号：2025-065 | | --- | --- | --- | | 债券代码：113627 | 债券简称：太平转债 | | 宁波太平鸟时尚服饰股份有限公司 关于"太平转债"可选择回售的提示性公告 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： "太平转债"持有人可回售部分或全部未转股的可转换公司债券。"太平转债" 持有人有权选择是否进行回售，本次回售不具有强制性。 风险提示：投资者选择回售等同于以 100.00 元/张卖出持有的"太平转债"。 截至 2025 年 7 月 15 日，"太平转债"的收盘价格高于本次回售价格，投资者选择 回售可能会带来损失，敬请投资者注意风险。 宁波太平鸟时尚服饰股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日召开 2025 年第二次临时股东大会和"太平转债"2025 年第一次债券持有人会议， 审议通过了《关于变更部分募集资金投资项目的议案》。根据《宁波太平鸟时尚服 饰股份有限公司公开发行可转换公司债券募 ...

PEACEBI 7 HE PURSUIT OF BEAUTY 转型两年多，太平鸟业绩依然在下滑。近日，太平鸟发布2025年上半年业绩预告，净利润预计下滑超50%，零售端销售不佳成为太平鸟给出的影响因素之 一。近几年，太平鸟不断进行结构改革，也逐渐放弃过去频繁联名、快速推新的快时尚打法，但从财报数据来看，太平鸟的业绩难言乐观，甚至有太平 鸟"飞不动"的声音传出。 存货周转天数高于同行 根据财报信息，仅2020年全年，太平鸟就与50多款IP进行联名推新。投研平台隐马数研曾于2020年6－8月对太平鸟女装天猫旗舰店进行监测，显示店铺月均 上新超过1740款，在售SKU均值超过6000个。 ECdataway数据威的数据显示，2021年3月太平鸟女装天猫旗舰店在售SKU均值超过4000个，且该店铺几乎每日都会上新，高峰期时一天上新SKU近百款。 在这种"极快"模式推动下，太平鸟成为行业炙手可热的快时尚品牌。2020年，在美邦服饰、拉夏贝尔亏损，森马服饰营收、利润双双下滑之际，太平鸟营 收、净利分别增长18%、29%，2021年营收突破百亿元规模，站在国产快时尚顶端。 根据业绩预告，太平鸟2025年上半年预计实现归属于 ...

Core Viewpoint - Taiping Bird (603877) has experienced a slight increase in stock price, but the company is facing significant declines in net profit for the first half of 2025 compared to the previous year [1][4] Group 1: Stock Performance - As of July 11, 2025, Taiping Bird's stock closed at 14.75 CNY, up 1.17% from the previous week [1] - The stock reached a high of 15.11 CNY and a low of 14.46 CNY during the week [1] - The company's total market capitalization is 6.948 billion CNY, ranking 9th out of 60 in the apparel and home textile sector and 2323rd out of 5149 in the A-share market [1] Group 2: Earnings Disclosure - Taiping Bird expects a net profit attributable to shareholders of approximately 77.7 million CNY for the first half of 2025, a decrease of about 55% compared to the same period last year [1][4] - The company anticipates a non-recurring net profit of around 13.7 million CNY, down approximately 79% year-on-year [1] - The decline in retail performance has led to an estimated 8% decrease in operating revenue, with fixed costs such as rent and employee salaries contributing to the profit drop [1] Group 3: Convertible Bond Information - The "Taiping Convertible Bond" has a buyback price of 100.00 CNY per bond, with the buyback period from July 15 to July 21, 2025 [2][3] - The bond will stop conversion during the buyback period, and the funds will be distributed on July 24, 2025 [2] - The bond has a coupon rate of 1.50%, with interest payments scheduled for July 15, 2025 [3]

证券代码：603877 证券简称：太平鸟 公告编号：2025-063 债券代码：113627 债券简称：太平转债 宁波太平鸟时尚服饰股份有限公司 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、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 为 7,770 万元左右，与上年同期相比，预计减少 9,349 万元，同比减少 55%左右。 为 1,370 万元左右，与上年同期相比，预计减少 5,131 万元，同比减少 79%左右。 二、上年同期业绩情况 （一）归属于上市公司股东的净利润：17,119 万元。归属于上市公司股东的 扣除非经常性损益的净利润：6,501 万元。 （二）每股收益：0.36 元/股。 三、本期业绩预减的主要原因 报告期内，公司零售业绩同比下降导致营业收入下降 8%左右，而公司直营店 铺租金、员工薪酬等固定性费用较大，营业收入的下降导致扣非净利润同比预计减 少 5,131 万元。 另外，本期收到的政府补贴同比减少 4,850 万元左右，非经常性损益同比下降， 公司归母净利润同比预计 ...

Group 1 - Seli Medical's therapeutic hypertension vaccine project faces significant uncertainty despite recent market interest, with a 2024 revenue of 26,800 yuan and a net loss of 2,382,300 yuan [3] - Renfu Pharmaceutical's shareholder plans to increase their stake with a loan commitment of up to 750 million yuan, aiming to acquire 1% to 2% of the company's shares at a maximum price of 25.53 yuan per share [4] - China Northern Rare Earth's third-quarter trading price for rare earth concentrate is set at 19,109 yuan per ton, with price adjustments based on REO percentage changes [7][9] Group 2 - Saisir expects a net profit increase of 66.2% to 96.98% for the first half of 2025, driven by new product launches and improved sales [13] - WuXi AppTec anticipates a 44.43% increase in adjusted net profit for the first half of 2025, with revenue expected to reach approximately 20.799 billion yuan [15] - Yiyuan Communication forecasts a 121.13% increase in net profit for the first half of 2025, capitalizing on the growth of 5G and AI technologies [16] Group 3 - Longqing Co. expects a net profit increase of 106.02% to 131.77% for the first half of 2025, attributed to production capacity release and cost reduction [17] - Guosheng Financial Holdings predicts a net profit increase of 236.85% to 394.05% for the first half of 2025, supported by improved brokerage and investment banking performance [18] - Dali Long anticipates a net profit increase of 162.38% to 249.84% for the first half of 2025, driven by market expansion and operational efficiency [19] Group 4 - Tianbao Infrastructure expects a staggering net profit increase of 1581.8% to 2329.27% for the first half of 2025, largely due to a significant tax refund [20] - China Shipbuilding anticipates a net profit increase of 98.25% to 119.49% for the first half of 2025, benefiting from improved production efficiency and order structure [21] - Shanghai Xiba expects a net profit increase of 136.47% to 181.85% for the first half of 2025, influenced by non-recurring income [22] Group 5 - *ST Yanzhen reports a total of 53.773 million shares accepted in a tender offer, representing 20.47% of total equity, with a new major shareholder emerging [12] - Shanghai Mechanical and Electrical's major shareholder has received approval for a share transfer that will not change the company's control [10] - Good Products plans to suspend trading due to a potential change in control, with a suspension expected for no more than two trading days [11]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have released important announcements, highlighting significant developments and performance forecasts that may impact investor decisions [1]. Company Announcements - **Saili Medical**: The therapeutic hypertension vaccine project by its affiliate, Huajiyuan Biotechnology, faces significant uncertainty despite recent market interest in innovative drugs. The company holds a 15.61% stake in Huajiyuan, which reported a revenue of 26,800 yuan and a net loss of 2,382,300 yuan for 2024 [3]. - **Renfu Pharmaceutical**: Shareholder,招商生科, has secured a loan commitment of up to 750 million yuan from招商银行武汉分行 to increase its stake in Renfu Pharmaceutical. The planned share buyback will occur within six months starting from July 3, 2025, with a maximum purchase price of 25.53 yuan per share [4]. - **China Merchants Energy Shipping**: The company has received a new multi-purpose heavy-lift vessel, "Mingshi," as part of its order for four eco-friendly vessels. The fleet now includes 102 operational bulk carriers, with 16 vessels on order for future delivery [5]. - **Shangwei New Materials**: The company announced a significant stock price fluctuation, with a 30% increase over two days. A share transfer agreement was signed, potentially changing the controlling shareholder to Zhiyuan Hengyue, pending shareholder approval [6]. - **Northern Rare Earth**: The trading price for rare earth concentrates has been adjusted to 19,109 yuan per ton for Q3 2025, based on market conditions [7]. - **Baotou Steel**: Similar to Northern Rare Earth, Baotou Steel has proposed an adjustment of the rare earth concentrate trading price to 19,109 yuan per ton for Q3 2025 [9]. - **Shanghai Mechanical & Electrical**: The company received approval from the Shanghai State-owned Assets Supervision and Administration Commission for the transfer of 51.137 million shares from its controlling shareholder, Shanghai Electric, without changing control [10]. Performance Forecasts - **Eyer Communication**: The company expects a net profit of approximately 463 million yuan for the first half of 2025, a year-on-year increase of about 121.13%, driven by growth in the IoT sector [12]. - **Tianbao Infrastructure**: The company forecasts a net profit of 90 million to 130 million yuan for the first half of 2025, representing a year-on-year increase of 1581.8% to 2329.27% due to tax recoveries [13]. - **China Shipbuilding**: The expected net profit for the first half of 2025 is between 2.8 billion and 3.1 billion yuan, reflecting a year-on-year increase of 98.25% to 119.49% due to improved production efficiency and order structure [14]. - **Shanghai Xiba**: The company anticipates a net profit of 99 million to 118 million yuan for the first half of 2025, a year-on-year increase of 136.47% to 181.85%, primarily due to non-recurring income [15]. - **Longyuan Technology**: The expected net profit for the first half of 2025 is between 26 million and 31 million yuan, reflecting a year-on-year increase of 116.61% to 158.26% [16]. - **Zhengbang Technology**: The company forecasts a net profit of 190 million to 210 million yuan for the first half of 2025, marking a return to profitability driven by increased pig sales [17][18]. - **Bolong Technology**: The expected net profit for the first half of 2025 is between 22 million and 28 million yuan, a year-on-year increase of 123.09% to 183.93% due to successful project deliveries [19]. - **Haitou Shares**: The company anticipates a net profit of approximately 380 million yuan for the first half of 2025, a year-on-year increase of about 233.10% due to favorable market conditions [20]. - **Chuangjiang New Materials**: The expected net profit for the first half of 2025 is between 24 million and 29 million yuan, reflecting a year-on-year increase of 42.35% to 72% [21]. - **Hudian Shares**: The company forecasts a net profit of between 1.65 billion and 1.75 billion yuan for the first half of 2025, a year-on-year increase of 44.63% to 53.4% [22]. - **Taiping Bird**: The company expects a net profit of around 77.7 million yuan for the first half of 2025, a decrease of approximately 55% due to declining retail performance [23]. - **China Satellite**: The company anticipates a loss of between 21.2 million and 41.2 million yuan for the first half of 2025, attributed to reduced contract fulfillment and increased operational costs [24]. - **ST Yatai**: The company expects a loss of between 12.6 million and 20.9 million yuan for the first half of 2025, primarily due to cash flow issues and increased non-recurring expenses [25]. Major Contracts - **Bai Da Group**: The company signed a significant leasing contract for the Hangzhou Department Store, with a rental agreement of 375 million yuan per quarter, increasing by 4.5% every three years [26]. Shareholding Changes - **Baoshui Technology**: A major shareholder plans to reduce their stake by up to 1% through market transactions between August 4 and November 3, 2025 [28].