证券代码：000615 证券简称：*ST美谷 公告编号：2025-081 奥园美谷科技股份有限公司 关于重大诉讼进展的公告 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、案件所处的诉讼阶段：执行； 2、上市公司所处的当事人地位：被告（担保方）； 3、对上市公司损益产生的影响：本次诉讼对公司本期利润或期后利润的具 体影响需结合实际执行等情况而确定，会计处理及财务数据以审计机构年度审计 确认的结果为准。敬请广大投资者注意投资风险。 一、本次诉讼的基本情况 2020 年 1 月，奥园美谷科技股份有限公司（以下简称"奥园美谷"、"公 司"）控股子公司湖北金环绿色纤维有限公司（以下简称"金环绿纤"）与中国 银行股份有限公司襄阳分行（以下简称"中行襄阳分行"）签订了《固定资产借 款合同》，同时中行襄阳分行分别与京汉置业集团有限责任公司（以下简称"京 汉置业"）、金环绿纤签订《抵押合同》，京汉置业、金环绿纤为前述《固定资 产借款合同》及其修订或补充协议提供抵押担保。公司及其控股子公司湖北金环 新材料科技股份有限公司（以下简称"金环新材料"）、田汉、李莉分别 ...

Core Insights - The medical beauty sector experienced a slight increase of 0.18% on October 9, with Huaxi Biological leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Medical Beauty Sector Performance - Huaxi Biological (688363) closed at 56.21, with a rise of 1.43% and a trading volume of 40,100 shares [1] - Aimeike (300896) closed at 180.42, down 0.62% with a trading volume of 29,300 shares [1] - ST Meigu (000615) closed at 3.31, down 0.90% with a trading volume of 124,000 shares [1] - Jinbo Biological (920982) closed at 272.80, down 3.12% with a trading volume of 10,000 shares [1] Capital Flow Analysis - The medical beauty sector saw a net outflow of 44.2015 million yuan from main funds and a net outflow of 32.526 million yuan from speculative funds, while retail investors had a net inflow of 76.7274 million yuan [1] - Huaxi Biological had a main fund net inflow of 5.4613 million yuan, accounting for 2.45% of its total [2] - Aimeike experienced a significant main fund net outflow of 47.1115 million yuan, representing 8.95% of its total [2] - ST Meigu had a main fund net outflow of 2.5512 million yuan, accounting for -6.23% of its total [2]

Core Insights - The medical beauty sector experienced a slight increase of 0.15% on September 30, with *ST Meigu leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Sector Performance - The closing prices and performance of key stocks in the medical beauty sector are as follows: - *ST Meigu (000615) closed at 3.34, up 1.83% with a trading volume of 122,900 shares and a turnover of 41.15 million yuan [1] - Huaxi Biological (688363) closed at 55.42, up 0.73% with a trading volume of 29,800 shares and a turnover of 164 million yuan [1] - Aimeike (300896) closed at 181.55, down 0.36% with a trading volume of 24,000 shares and a turnover of 43.5 million yuan [1] - Jinbo Biological (832982) closed at 281.59, down 0.95% with a trading volume of 5,375 shares and a turnover of 152 million yuan [1] Capital Flow - The medical beauty sector saw a net outflow of 23.11 million yuan from institutional investors, while retail investors contributed a net inflow of 31.04 million yuan [1] - Detailed capital flow for key stocks indicates: - Huaxi Biological experienced a net outflow of 9.59 million yuan, down 5.83% [2] - *ST Meigu had a net outflow of 1.25 million yuan, down 3.03% [2] - Aimeike faced a significant net outflow of 34.29 million yuan, down 7.89% [2]

Core Insights - The medical beauty sector experienced a slight increase of 0.36% on September 29, with Huaxi Biological leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Medical Beauty Sector Performance - Huaxi Biological (688363) closed at 55.02, with a gain of 0.86% and a trading volume of 26,100 shares, amounting to a transaction value of 142 million yuan [1] - *ST Meigu (000615) closed at 3.28, up 0.61%, with a trading volume of 123,800 shares and a transaction value of 40.03 million yuan [1] - Aimeike (300896) closed at 182.20, down 0.01%, with a trading volume of 26,700 shares and a transaction value of 481 million yuan [1] - Jinbo Biological (832982) closed at 284.30, down 0.65%, with a trading volume of 4,900 shares and a transaction value of 140 million yuan [1] Capital Flow Analysis - The medical beauty sector saw a net outflow of 21.53 million yuan from institutional investors and a net outflow of 12.84 million yuan from speculative funds, while retail investors had a net inflow of 34.37 million yuan [1] - Huaxi Biological had a net inflow of 1.59 million yuan from institutional investors, while it experienced a net outflow of 4.76 million yuan from speculative funds [2] - Aimeike faced a significant net outflow of 22.60 million yuan from institutional investors, but retail investors contributed a net inflow of 29.07 million yuan [2]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The consumer sector experienced a decline across all segments, with notable drops in sectors such as home appliances, beauty care, food and beverage, textile and apparel, retail, and social services, with weekly declines of -0.66%, -2.25%, -2.49%, -2.59%, -4.32%, and -5.92% respectively [2] - The upcoming Mid-Autumn Festival and National Day holidays are expected to boost tourism, with significant increases in orders for cross-province travel, car rentals, and self-driving tours, with Ctrip reporting a 45% year-on-year increase in cross-province orders for the National Day period [2][14] - The home appliance export sector continues to face challenges, with a 3.6% year-on-year decline in the number of units exported in August 2025, although the decline rate has narrowed [2] Summary by Sections Market Weekly Review - The consumer sector saw a comprehensive decline, with specific sectors like food and beverage and home appliances showing significant fluctuations in stock performance [2][12][13] Industry News and Key Company Announcements - The report highlights the launch of a global cruise service ecosystem by Zhongxin Tourism, which has seen a 130% increase in cruise orders this year [14] - The Ministry of Commerce and other departments issued guidelines to promote digital consumption, focusing on enhancing supply and fostering digital consumption enterprises [15] - Haier's air conditioning production base in Thailand has commenced operations, with an annual capacity of 6 million units [14] - Ctrip reported a 125% increase in orders from South Korean tourists visiting China in the first half of 2025 [14]

Group 1 - The medical beauty sector experienced a slight decline of 0.06% on September 26, with Jinbo Biological leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] - The individual stock performance in the medical beauty sector showed mixed results, with Aimeike increasing by 1.31% to 182.21, while Jinbo Biological decreased by 1.43% to 286.15 [1] Group 2 - The net capital outflow from the medical beauty sector amounted to 23.59 million yuan, while retail investors saw a net outflow of 35.19 million yuan [1] - Institutional investors had a net inflow of 58.78 million yuan into the sector [1] - Detailed capital flow data for individual stocks indicated significant variations, with Aimeike experiencing a net outflow of 42.64 million yuan, while ST Meigu saw a net inflow of 4.09 million yuan [2]

Core Viewpoint - *ST Meigu (000615.SZ) has signed a supplementary agreement with eight restructuring investors to adjust the original investment plan, aiming to address related guarantee debt issues and protect the interests of the listed company and minority investors [1] Summary by Sections Investment Agreement Adjustments - The share transfer price for industrial investors Hubei Jiuzhou Industrial Park Operation Management Co., Ltd. and Tianjin Xinmeitongcheng Equity Investment Partnership (Limited Partnership) has been uniformly adjusted to 1.62 CNY per share, with them acquiring 435,930,312 shares and 121,091,754 shares respectively [1] - The remaining six financial investors, including China Foreign Economic and Trade Trust Co., Ltd. and Shenzhen Jifuqirui Investment Partnership, have their share transfer price adjusted to 2.08 CNY per share, with share acquisition ranging from 18.16 million to 96.87 million shares [1] Debt Settlement Mechanism - To resolve related guarantee debts, some transferred shares will be used for debt settlement. For instance, Hubei Jiuzhou will use 75,930,312 shares and Tianjin Xinmeitong will use 21,091,754 shares for creditor repayment, with other investors proportionally contributing shares for debt settlement [1] Payment and Lock-up Commitments - All investment funds must be paid within three working days after the court approves the restructuring plan, and no later than December 31, 2025 [1] - The restructuring investors have committed to a share lock-up period, with the two industrial investors locking their shares for 36 months and the six financial investors for 12 months, during which they cannot transfer or reduce their holdings [1]

资协议之补充协议》的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 证券代码：000615 证券简称：*ST美谷 公告编号：2025-080 奥园美谷科技股份有限公司 关于与重整投资人签署《奥园美谷科技股份有限公司重整投 根据《深圳证券交易所股票上市规则（2025 年修订）》（以下简称《股票 上市规则》）第 9.4.1 条第（九）项规定，若法院裁定受理申请人对公司的重 整申请，公司股票将因此被实施退市风险警示。敬请广大投资者注意投资风险。 重要风险提示： 1.公司是否能进入重整程序尚存在不确定性。 预重整程序是为了提前启动公司债权债务梳理等相关工作，提高后续重整 工作推进效率及重整可行性的程序。湖北省襄阳市中级人民法院（以下简称"襄 阳中院"）同意公司预重整，不代表法院正式受理申请人对公司的重整申请， 截至本公告披露日，公司尚未收到法院关于受理重整申请的相关法律文书，即 申请人的重整申请能否被法院受理、公司后续是否进入重整程序均存在不确定 性。敬请广大投资者注意投资风险。 重整或预重整是否成功也存在不确定性。法院决定受理预重整申请，也不 代表公司正式进入 ...

Core Viewpoint - The company has signed a supplementary agreement with restructuring investors regarding the restructuring investment agreement, which involves the transfer of shares at specified prices to various investors [1] Summary by Relevant Categories Share Transfers - Hubei Jiuzhou Industrial Park Operation Management Co., Ltd. will acquire 436 million shares at a price of 1.62 CNY per share, totaling 706 million CNY [1] - Tianjin Xinmeitongcheng Equity Investment Partnership (Limited Partnership) will acquire 121 million shares at a price of 1.62 CNY per share, totaling 196 million CNY [1] - China Foreign Economic and Trade Trust Co., Ltd. (acting for "Foreign Trade Trust - Xuanwu No. 39 Collective Fund Trust Plan") will acquire 42.38 million shares at a price of 2.08 CNY per share, totaling 88.15 million CNY [1] - Shenzhen Jifuqirui Investment Partnership (Limited Partnership) (acting for "Jifuqirui Tianze No. 9 Private Securities Investment Fund") will acquire 96.87 million shares at a price of 2.08 CNY per share, totaling 201 million CNY [1] - Beijing Yanyuan Mingfeng Medical Technology Partnership (Limited Partnership) will acquire 32.22 million shares at a price of 2.08 CNY per share, totaling 67.01 million CNY [1] - Shanghai Chuanghoufengxin Enterprise Development Partnership (Limited Partnership) will acquire 54.49 million shares at a price of 2.08 CNY per share, totaling 113 million CNY [1] - Hubei Hanjiang Industrial Investment Co., Ltd. will acquire 60.55 million shares at a price of 2.08 CNY per share, totaling 126 million CNY [1] - Xiangyang City Fan District Urban Operation Investment Group Co., Ltd. will acquire 18.16 million shares at a price of 2.08 CNY per share, totaling 37.78 million CNY [1] Purpose of Investment - The investment funds will be used to resolve related guarantee debts and facilitate the smooth implementation of pre-restructuring and restructuring processes [1]

Group 1 - The medical beauty sector experienced a slight increase of 0.05% on September 25, with *ST Meigu leading the gains [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] - The trading volume and turnover for *ST Meigu were 216,900 hands and 70.9732 million yuan, respectively, with a price increase of 3.14% [1] Group 2 - The medical beauty sector saw a net outflow of 26.412 million yuan from institutional funds, while retail investors contributed a net inflow of 10.4691 million yuan [1] - The individual stock performance showed *ST Meigu with a net inflow of 10.6411 million yuan, while Huaxi Biological and Aimeike experienced net outflows of 3.1146 million yuan and 26.2049 million yuan, respectively [2]