Financial Performance - The estimated net profit attributable to shareholders for Q1 2025 is projected to be between 96.44 million and 114.81 million RMB, representing a year-on-year growth of 68.00% to 100.00% compared to 57.40 million RMB in the same period last year[3] - The estimated net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be between 85.48 million and 102.03 million RMB, indicating a growth of 55.00% to 85.00% from 55.15 million RMB in the previous year[3] - The basic earnings per share is projected to be between 0.0922 RMB and 0.1098 RMB, compared to 0.0549 RMB per share in the same period last year[3] Business Growth Drivers - The significant profit increase is attributed to the company's deepening cooperation with key product lines and clients, as well as active market expansion, leading to steady business growth[5] - The sales revenue from domestic product lines has become the main source of income growth, aligning with the trend of domestic substitution[5] - The electronic components industry continues to recover, with supply and demand gradually balancing out during the reporting period[5] Service and Project Development - The company is expanding the scope of value-added services in technology distribution, enhancing service value and maintaining a stable overall gross margin level compared to the previous year[6] - The Huachuang Innovation Plaza project has achieved a high occupancy rate since its launch in 2024, contributing to steady performance improvement[6] Market and Trade Impact - The company assesses that recent changes in international trade policies, particularly U.S.-China tariff adjustments, have a limited direct impact on its operations[7] - The company will continue to monitor global economic policies and their potential impacts on the semiconductor supply chain and its business operations[7]

其他电子板块走高，深圳华强（000062）涨停，盈方微（000670）此前封板，力源信息（300184）、好 上好（001298）、中电港（001287）、雅创电子（301099）、香农芯创（300475）等跟涨。消息面上， 华强北市场多款热门芯片"封库存"分销商称有客户转向国产。 暗盘资金一眼洞悉庄家意图>> ...

Core Viewpoint - The announcement of increased tariffs by the U.S. government on various countries, including China, has raised global concerns, but the direct impact on the company's operations is minimal [1] Procurement Impact - The company has a small proportion of U.S. products in its distribution, with less than 100 SKUs out of nearly 20,000 being sourced from the U.S., accounting for only about 0.2% of total procurement [1] - Most U.S. products are primarily involved in research and design, with manufacturing occurring outside the U.S. [1] Sales Impact - The company's customer base is predominantly domestic, with export business representing approximately 2% of total revenue for 2024, and there is virtually no export to the U.S. [1] - The impact of the U.S. tariffs on the company's sales operations is very limited [1]

证券代码：000062 证券简称：深圳华强 编号：2025—022 深圳华强实业股份有限公司 关于近期关税政策变化对公司影响的自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，美国政府宣布对包含中国在内的各个国家和地区加征"对等关税"， 引发全球广泛关注。随之，中国政府宣布了一系列反制措施，包括对原产于美国 的进口商品加征关税等。深圳华强实业股份有限公司（以下简称"公司"）作为 中国本土电子元器件授权分销龙头企业，持续密切关注全球经贸政策和环境的变 化，经认真评估，现就相关事项说明如下： 一、无论是采购端还是销售端，本次关税政策的变化对公司经营的直接影响 有限。 公司一直以来非常注重上下游产品线和客户结构的多元化，多年来持续拓展 国内外优质产品线和下游各应用领域的优质客户，打造形成了上游覆盖全品类元 器件、下游覆盖各类应用领域的大型电子元器件分销平台。2018 年经贸摩擦以 来，公司顺应国产替代加速推进的发展趋势，充分发挥在本土产品线分销领域前 瞻布局和深耕厚植的优势，持续加大国产半导体品牌的推广力度，与国内头部及 大部分主流半导体原厂 ...

北京金诚同达（深圳）律师事务所 关于 深圳华强实业股份有限公司 2024 年年度股东大会的 法律意见书 金深法意字[2025]第 095 号 深圳市福田区鹏程一路广电金融中心 42 层 518000 电话：0755-2223 5518 传真：0755-2223 5528 金诚同达律师事务所 法律意见书 北京金诚同达（深圳）律师事务所 关于深圳华强实业股份有限公司 2024 年年度股东大会的 法律意见书 金深法意字[2025]字第 095 号 致：深圳华强实业股份有限公司 北京金诚同达（深圳）律师事务所（以下简称"本所"）接受深圳华强实业 股份有限公司（以下简称"深圳华强"或"公司"）的聘请，指派本所律师出席 公司 2024 年年度股东大会（以下简称"本次股东大会"）并对会议的相关事项 出具法律意见书。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）《中 华人民共和国证券法》《上市公司股东大会规则》（以下简称"《股东大会规则》"） 《律师事务所从事证券法律业务管理办法》《律师事务所证券法律业务执业规则 （试行）》等有关法律、法规和规范性文件的要求以及《深圳华强实业股份有限 公司章程》（以下简称" ...

证券代码：000062 证券简称：深圳华强 编号：2025—021 深圳华强实业股份有限公司 2024 年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、深圳华强实业股份有限公司（以下简称"公司"）2024 年年度股东大会 召开期间无否决提案的事项。 2、公司 2024 年年度股东大会不涉及变更以往股东大会已通过决议的事项。 一、会议召开和出席情况 1、会议召开的时间： 现场会议召开时间：2025 年 4 月 8 日（星期二）下午 14:30； 网络投票时间：2025 年 4 月 8 日，其中，通过深圳证券交易所交易系统进 行网络投票的时间为 2025 年 4 月 8 日上午 9:15～9:25，9:30～11:30，下午 13:00～15:00；通过深圳证券交易所互联网投票系统投票时间为 2025 年 4 月 8 日上午 9:15 至下午 15:00 期间的任意时间。 2、会议召开地点：深圳市福田区北环大道 6018 号华强科创广场 1 栋 43 层 会议室。 （1）出席本次会议的股东及股东授权委托代表共 1,173 人 ...

Core Viewpoint - Winner Fashion, a mid-to-high-end women's clothing group, reported a significant decline in both revenue and net profit for 2024, despite increased marketing expenditures aimed at boosting brand visibility and sales [2][10]. Financial Performance - In 2024, the company's revenue decreased by 4.68% to RMB 6.589 billion, while net profit fell over 43% to RMB 469 million, a drop of more than RMB 360 million compared to the previous year [2][3]. - The gross profit margin increased by 1.13 percentage points to 76.43% [2]. - The company experienced a reduction of 125 stores during the reporting period, with a total of 1,444 direct retail stores generating RMB 5.172 billion, down 6.97% year-on-year [8]. Brand Performance - Winner Fashion's three main brands, Koradior, NAERSI, and NEXY.CO, accounted for 32.73%, 21.81%, and 15.36% of total revenue, respectively [5]. - Only NEXY.CO saw a slight revenue increase of 0.79%, while Koradior and NAERSI experienced declines of 9.68% and 1.87% [5][4]. Marketing and Strategy - The company increased its marketing expenses by 32.34% to RMB 263 million, focusing on high-profile endorsements and digital marketing on platforms like WeChat and Douyin [9][10]. - Despite the challenges, Winner Fashion plans to enhance its multi-brand, omnichannel strategy and invest in AI-driven fashion design to optimize product development and supply chain management [11]. Store Strategy - The company adopted a strategy of opening larger stores, with nearly one-third of its stores being over 200 square meters, while also facing challenges with a significant reduction in the number of retail outlets [7][8]. - Direct retail store revenue, which contributes nearly 80% of total revenue, declined by 6.97%, reflecting a broader trend of reduced consumer confidence and demand [8].

证券代码：000062 证券简称：深圳华强 编号：2025—020 深圳华强实业股份有限公司 关于召开 2024 年年度股东大会的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳华强实业股份有限公司（ 以下简称（ 公司"）于 2025 年 3 月 12 日召开 董事会会议，会议审议通过了《关于召开 2024 年年度股东大会的议案》。公司 定于 2025 年 4 月 8 日召开公司 2024 年年度股东大会，公司于 2025 年 3 月 14 日 在（ 《证券时报》和巨潮资讯网（ www.cninfo.com.cn）上刊登了（ 《关于召开 2024 年年度股东大会的通知》，现将本次会议的有关事项再次公告如下： 一、召开会议的基本情况 会议审议通过了《关于召开 2024 年年度股东大会的议案》，本次股东大会召集程 序符合《中华人民共和国公司法》、 《深圳证券交易所股票上市规则》等相关法律 法规和《深圳华强实业股份有限公司章程》的规定。 现场会议召开时间：2025 年 4 月 8 日 星期二）下午 14:30； 网络投票时间：2025 年 4 月 8 ...

证券代码：000062 证券简称：深圳华强 编号：2025—020 深圳华强实业股份有限公司 关于召开 2024 年年度股东大会的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳华强实业股份有限公司（ 以下简称（ 公司"）于 2025 年 3 月 12 日召开 董事会会议，会议审议通过了《关于召开 2024 年年度股东大会的议案》。公司 定于 2025 年 4 月 8 日召开公司 2024 年年度股东大会，公司于 2025 年 3 月 14 日 在（《证券时报》和巨潮资讯网（ www.cninfo.com.cn）上刊登了（《关于召开 2024 年年度股东大会的通知》，现将本次会议的有关事项再次公告如下： 一、召开会议的基本情况 1、股东大会届次：2024 年年度股东大会 2、会议的召集人：深圳华强实业股份有限公司董事会 3、会议召开的合法、合规性：公司于 2025 年 3 月 12 日召开董事会会议， 会议审议通过了《关于召开 2024 年年度股东大会的议案》，本次股东大会召集程 序符合《中华人民共和国公司法》、《深圳证券交易所股票上市规则》等 ...

Market Overview - On March 27, the market saw a rebound after hitting a low, with over 3,300 stocks declining and 1,903 stocks rising, focusing on sectors like chemicals, chips, and lithography machines [1][2]. Stock Performance - Notable stocks that hit the daily limit include: - Youfu Co., Ltd. with 5 consecutive limit-ups, closing at 6.34, up 10.07% [3]. - Zhongyida with 4 consecutive limit-ups, closing at 11.66, up 10.00% [3]. - Hongbaoli with 5 limit-ups in 3 days, closing at 6.68, up 10.05% [3]. - Miao Ke Lan Duo in the dairy sector with 4 limit-ups in 2 days, closing at 23.82, up 10.02% [3]. - New Lai Ying Material debuted at the Shanghai International Semiconductor Exhibition, showcasing several upcoming products [2][12]. Trading Volume and Net Inflows - The top three stocks by net inflow on the Dragon and Tiger list were: - Shenzhen Huqiang with a net inflow of 153 million [4]. - Xilong Science with a net inflow of 126 million [4]. - Hongbaoli with a net inflow of 124 million [4]. Institutional Activity - Institutional net buying was significant in: - Zhejiang Huayuan with a 389.02% increase, net buying of 53.19 million [6]. - Hongbaoli with a 10.05% increase, net buying of 33.06 million [6]. - The top three stocks with institutional net selling were: - Xinlai Ying Material with a net selling of 93.14 million [7]. - Sanwei Communication with a net selling of 80.31 million [7]. - Southern Precision with a net selling of 54.79 million [7]. Company Financials - New Lai Ying Material expects a net profit of 65 million to 95 million for 2024, representing a growth of 94.92% to 184.88% [12]. - Hongbaoli's main business involves epoxy propylene derivatives and has seen significant trading activity with a total turnover of 14.25 billion [14]. Sector Highlights - The chemical sector, particularly companies like Youfu Co., Ltd. and Hongbaoli, has shown strong performance with multiple limit-ups and significant trading volumes [2][3][14]. - The semiconductor sector is gaining attention with companies like New Lai Ying Material participating in major exhibitions and showcasing new products [12].