珠江网2025-11-06 15:35:34 附件：第二批云南消费名品方阵名录 云南省工业和信息化厅关于 第二批云南消费名品方阵名录的公示 根据《云南省工业和信息化厅关于开展2025年云南消费名品方阵申报工作的通知》（〔2025〕119 号），在企业申报和州市推荐基础上，经资料初审、综合审查、部门审核等工作程序，现将第二批云南 消费名品方阵名录予以公示，接受社会监督。 公示时间自2025年11月6日起至2025年11月12日止，共5个工作日。如有异议，请于公示期内向云南省工 业和信息化厅反映。 联系电话：厅直属机关纪委 0871-63512537 消费品工业处 0871-63513569 11月5日 云南省工业和信息化厅 发布关于第二批 云南消费名品方阵名录的公示 都有哪些品牌入选？ 跟小布一起看 ↓↓ 云南省工业和信息化厅 2025年11月5日 资料：云南省工业和信息化厅 第二批云南消费名品方阵名录 来源：云南发布 | 序号 | 品牌名称 | 申报单位 | 所在区域 | 申报类别 | 申报方向 | | --- | --- | --- | --- | --- | --- | | 1 | 云南自药 | 云南白药 ...

Core Viewpoint - The report highlights a decline in the export value of China's leather, fur, feather, and footwear industries, indicating potential challenges for companies in this sector [1] Industry Summary - In September 2025, the export value of leather, fur, feather, and footwear products reached 14.82 billion yuan, representing a year-on-year decrease of 9% [1] - From January to September 2025, the cumulative export value for these industries was 135.7 billion yuan, showing a year-on-year decline of 4.7% [1] - The report provides a comprehensive analysis of the footwear industry in China from 2026 to 2032, focusing on market trends and future predictions [1] Company Summary - Listed companies mentioned include Wanlima (300591), Zhongyin Fashion (300901), Henghui Security (300952), ST Aokang (603001), Red Dragonfly (603116), ST Qibu (603557), Jiansheng Group (603558), Tianchuang Fashion (603608), Kanglongda (603665), Mugao Di (603908), Harsen Co. (603958), and Yangzhou Jinqiu (603307) [1]

Core Viewpoint - The report indicates a significant institutional ownership in Mukaodi (603908.SH), with a total of 57.96 million shares held by six institutional investors, representing 62.08% of the total share capital, although this marks a decrease of 1.66 percentage points from the previous quarter [1] Institutional Investors - Six institutional investors disclosed their holdings in Mukaodi, collectively owning 57.96 million shares, which is 62.08% of the total share capital [1] - The institutional investors include notable entities such as Ningbo Damu Investment Co., Ltd., Zhejiang Jiatuo Investment Management Co., Ltd., and China Construction Bank Co., Ltd. [1] - The total institutional holding percentage decreased by 1.66 percentage points compared to the previous quarter [1] Public Funds - One public fund, Nuoan Multi-Strategy Mixed A, increased its holdings during this period, with an increase percentage of 0.16% [1] - A total of 36 public funds did not disclose their holdings in this quarter, including funds like Huaxia Xingyang One-Year Holding Mixed and Jianxin Flexible Allocation Mixed A [1]

Group 1 - The company Mugaodi (SH 603908) announced on October 31 that its seventh fifth board meeting was held on October 29, 2025, in Zhejiang, where it reviewed the proposal to conclude fundraising projects and permanently supplement working capital with surplus funds [1] - For the year 2024, Mugaodi's revenue composition is as follows: outdoor products account for 99.89%, while other businesses account for 0.11% [1]

Core Viewpoint - The company reported a significant decline in revenue and net profit for the third quarter of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for the third quarter was 213 million yuan, representing a year-on-year decrease of 13.20% [1] - The net profit attributable to shareholders of the listed company was -10.56 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -11.83 million yuan [1]

Core Insights - Mugaodi, established in October 2006 and listed on the Shanghai Stock Exchange in March 2017, is a leading domestic outdoor camping equipment company with strong brand influence and product R&D capabilities [1] Business Performance - In Q3 2025, Mugaodi reported revenue of 819 million yuan, ranking 7th among 11 companies in the industry, with the industry leader, Kairun, generating 3.719 billion yuan [2] - The main business composition includes tents and equipment at 1.167 billion yuan (89.46%), clothing and shoes at 94.27 million yuan (7.23%), and accessories at 4.179 million yuan (3.20%) [2] - The net profit for the same period was 36.646 million yuan, placing it 5th in the industry, with Kairun leading at 326 million yuan [2] Financial Ratios - As of Q3 2025, Mugaodi's debt-to-asset ratio was 52.09%, higher than the previous year's 48.87% and above the industry average of 46.89% [3] - The gross profit margin was 30.24%, an increase from 28.59% year-on-year, but still below the industry average of 32.77% [3] Executive Compensation - Chairman and General Manager Lu Tuanhua's compensation increased from 2.5517 million yuan in 2023 to 5.6193 million yuan in 2024, a rise of 3.0676 million yuan [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 4.30% to 12,300, while the average number of circulating A-shares held per shareholder increased by 4.49% to 7,602.48 [5] - The top ten circulating shareholders include Noan Multi-Strategy Mixed A, which increased its holdings by 149,700 shares [5] Future Outlook - Guotai Junan Securities projects Mugaodi's EPS for 2025-2027 to be 1.20, 1.37, and 1.55 yuan, respectively, with a target price of 28.8 yuan based on a 24x PE ratio [5] - Huachuang Securities anticipates net profits of 93 million, 106 million, and 124 million yuan for the same period, with a target price of 27.1 yuan per share [5]

Group 1 - The core point of the article is that Mugaodi (603908.SH) reported a decline in revenue and a net loss for the third quarter of 2025 [1] Group 2 - The company's operating revenue for the third quarter was 213 million yuan, representing a year-on-year decrease of 13.20% [1] - The net profit attributable to shareholders of the listed company was -10.56 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -11.83 million yuan [1]

现将有关情况公告如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到账时间 证券代码：603908 证券简称：牧高笛 公告编号：2025-041 牧高笛户外用品股份有限公司 关于募投项目结项并将节余募集资金永久补充流动资金的公告 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： 经中国证券监督管理委员会证监许可[2017] 232 号《关于核准牧高笛户外用 品股份有限公司首次公开发行股票的批复》核准，本公司向社会公开发行人民币 普通股（A 股）股票 1,669 万股，发行价格 16.37 元/股，募集资金总额为 273,215,300.00 元，扣除各项发行费用 45,070,000.00 元（不含税），实际募集资 金净额为人民币 228,145,300.00 元。上述募集资金于 2017 年 3 月 1 日全部到位， 已经立信会计师事务所（特殊普通合伙）审验，并出具信会师报字[2017]第 ZF10060 号《验资报告》。公司对募集资金采取了专户存储制度。 本次结项的募集资金投资项目名称：牧高笛户外用品 ...

证券代码：603908 证券简称：牧高笛 公告编号：2025-043 牧高笛户外用品股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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法律责任。 重要内容提示： https://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 11 月 19 日 （星期三） 至 11 月 25 日 （星 期二）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 ir@mobigarden.com.cn 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。 牧高笛户外用品股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日发布公司 2025 年第三季度报告，为便于广大投资者更全 面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划 于 2025 年 11 月 26 日 （星期三） 10:00-11:00 举行 2025 年第三季 度业绩说明会，就投资者关心的问题进行交流。 一 ...

单位：元；币种：人民币 牧高笛户外用品股份有限公司 牧高笛户外用品股份有限公司（以下简称"公司"）根据上海证券交易所 《上市公司行业信息披露指引第十二号-服装》的相关规定，现将公司2025年1- 9月主要经营数据（未经审计）公告如下： 一、报告期内实体门店变动情况 | 门店类型 | 2024年末数量 | 报告期末数量 | | 报告期内新开 | | 报告期内关闭 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | （家） | （家） | | （家） | | （家） | | | 直营 | 9 | | 9 | | 2 | | 2 | | 加盟 | 218 | | 214 | | 19 | | 23 | | 小计 | 227 | | 223 | | 21 | | 25 | 关于2025年前三季度经营数据的公告 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。 （一）报告期内直营店和加盟店的盈利情况 证券代码：603908 证券简称：牧高笛 公告编号：2025-042 二、报 ...