Core Insights - The company reported a revenue of 1.72 billion yuan for Q3 2025, representing a year-on-year decline of 7% [1] - The net profit attributable to shareholders was 408 million yuan, down 4.37% year-on-year [1] - Basic earnings per share stood at 0.38 yuan [1] Financial Performance - For the first three quarters, the company achieved a total revenue of 4.938 billion yuan, reflecting a year-on-year decrease of 10.20% [1] - The net profit attributable to shareholders for the same period was 1.062 billion yuan, which is a decline of 6.57% year-on-year [1] - Basic earnings per share for the first three quarters were 0.99 yuan [1]

马可波罗控股股份有限公司 关于使用募集资金置换预先投入募投项目及已支付发行费 用的自筹资金的公告 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。 马可波罗控股股份有限公司（以下简称"公司""马可波罗"）于 2025 年 10 月 29 日召开第二届董事会第十三次会议和第二届监事会第十次会议，审议通 过了《关于使用募集资金置换预先投入募投项目及已支付发行费用的自筹资金的 议案》，同意公司根据首次公开发行股票实际募集资金情况，使用募集资金置换 预先投入募投项目及已支付发行费用的自筹资金。上述事项在公司董事会的审批 权限范围内，无需提交股东大会审议。具体情况如下： 一、本次募集资金的基本情况 经中国证券监督管理委员会《关于同意马可波罗控股股份有限公司首次公 开发行股票注册的批复》（证监许可〔2025〕1711 号）同意注册，马可波罗控 股股份有限公司首次公开发行人民币普通股（A 股）股票 11,949.20 万股，每股 面值 1 元，每股发行价格为 13.75 元，募集资金总额为人民币 164,301.50 万元， 扣除发行费用 8,302.12 万元（不含增值税） ...

证券代码：001386 证券简称：马可波罗 公告编号：2025-006 马可波罗控股股份有限公司 关于调整募投项目拟投入募集资金金额及募投项目延期的公告 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。 一、本次募集资金的基本情况 经中国证券监督管理委员会《关于同意马可波罗控股股份有限公司首次公 开发行股票注册的批复》（证监许可〔2025〕1711 号）同意注册，马可波罗控 股股份有限公司首次公开发行人民币普通股（A 股）股票 11,949.20 万股，每股 面值 1 元，每股发行价格为 13.75 元，募集资金总额为人民币 164,301.50 万元， 扣除发行费用 8,302.12 万元（不含增值税）后，募集资金净额为人民币 155,999.38 万元。 上述募集资金已于 2025 年 10 月 17 日全部到位，容诚会计师事务所（特 殊普通合伙）已对本次发行募集资金到位情况进行审验，并出具了《验资报告》 （容诚验字〔2025〕519Z0009 号）。募集资金到账后，已全部存放于公司董事 会批准的募集资金专项账户内，公司已与保荐机构、存放募集资金的商业银行签 ...

证券代码：001386 证券简称：马可波罗 公告编号：2025-004 马可波罗控股股份有限公司（以下简称"公司"）于 2025 年 10 月 29 日在 公司会议室召开了第二届监事会第十次会议。会议通知已于 2025 年 10 月 24 日 以书面方式向全体监事发出。本次会议采用现场方式召开，由公司监事会主席邓 建华先生召集和主持，监事孙玉玲和李城出席现场会议，本次监事会会议应到监 事 3 名，实到 3 名。会议召集、召开程序均符合《中华人民共和国公司法》及《马 可波罗控股股份有限公司章程》的规定，所形成的决议合法、有效。 一、与会监事经审议以投票方式表决通过以下议案： 1、3 名监事同意，0 名监事反对，0 名监事弃权，审议通过《2025 年第三季 度报告》 具体内容详见同日刊登于巨潮资讯网（http://www.cninfo.com.cn）和《证券 时报》《证券日报》《中国证券报》《上海证券报》《经济参考报》上的《2025 年第三季度报告》。 2、3 名监事同意，0 名监事反对，0 名监事弃权，审议通过《关于调整募投 项目拟投入募集资金金额及募投项目延期的议案》。 监事会认为：公司本次对募投项目拟投入募 ...

马可波罗控股股份有限公司 第二届董事会第十三次会议决议公告 证券代码：001386 证券简称：马可波罗 公告编号：2025-003 2、7 名董事同意，0 名董事反对，0 名董事弃权，审议通过《关于调整募投 项目拟投入募集资金金额及募投项目延期的议案》； 同意公司根据首次公开发行股票实际募集资金情况，对募投项目拟投入募集 资金金额进行调整，并对项目达到预定可使用状态日期延期。 具体内容详见同日刊登于巨潮资讯网（http://www.cninfo.com.cn）和《证券 时报》《证券日报》《中国证券报》《上海证券报》《经济参考报》上的《关于 调整募投项目拟投入募集资金金额及募投项目延期的公告》。保荐机构就该事项 发表的相关意见详见巨潮资讯网（http://www.cninfo.com.cn）上的《招商证券股 份有限公司关于马可波罗控股股份有限公司调整募投项目拟投入募集资金金额 及募投项目延期的核查意见》。 3、7 名董事同意，0 名董事反对，0 名董事弃权，审议通过《关于使用募集 资金置换预先投入募投项目及已支付发行费用的自筹资金的议案》。 同意公司根据首次公开发行股票实际募集资金情况，使用募集资金置换预先 投 ...

Revenue and Profit - Q3 2025 revenue was CNY 1,719,568,456.47, a decrease of 7.00% year-over-year, while year-to-date revenue decreased by 10.20% to CNY 4,937,772,752.89[5] - Net profit attributable to shareholders for Q3 2025 was CNY 407,721,562.17, down 4.37% year-over-year, with a year-to-date net profit of CNY 1,062,397,662.45, a decline of 6.57%[5] - Basic and diluted earnings per share for Q3 2025 were both CNY 0.38, reflecting a decrease of 5.00% compared to the same period last year[5] - Total operating revenue decreased to ¥4,937,772,752.89 from ¥5,498,404,185.59, representing a decline of approximately 10.2% year-over-year[20] - Net profit for the period was ¥1,062,397,662.45, down from ¥1,137,161,185.76, reflecting a decline of approximately 6.6% year-over-year[21] - The company reported a total comprehensive income of ¥1,053,996,074.13, down from ¥1,141,919,894.60, a decrease of approximately 7.7% year-over-year[22] Cash Flow - The net cash flow from operating activities for the year-to-date period increased by 41.25% to CNY 1,520,175,783.00[5] - Cash flow from operating activities generated ¥1,520,175,783.00, an increase from ¥1,076,260,253.42, indicating a growth of approximately 41.2% year-over-year[22] - The net cash flow from investment activities for the year-to-date period was CNY -2,674,229,476.46, an increase of 49.89% in outflows compared to the previous year[11] - Cash inflow from investment activities surged to ¥6,944,768,571.69, up from ¥3,558,697,048.60, marking an increase of about 95.5% year-over-year[22] - Net cash flow from investment activities was negative at approximately -$2.67 billion, compared to -$1.78 billion previously[23] - The net increase in cash and cash equivalents was approximately -$1.36 billion, compared to -$756.31 million previously[23] - The ending balance of cash and cash equivalents was approximately $1.68 billion, down from $2.75 billion[23] Assets and Liabilities - Total assets at the end of the reporting period were CNY 14,956,822,297.46, an increase of 5.08% from the previous year-end[5] - Total non-current assets increased from CNY 6,099,763,341.70 to CNY 7,241,329,322.91, reflecting an increase of about 18.7%[17] - The total assets of the company rose from CNY 14,233,330,315.32 to CNY 14,956,822,297.46, marking an increase of approximately 5.1%[17] - Total current liabilities decreased from CNY 3,959,204,095.80 to CNY 3,604,510,335.97, a reduction of about 8.9%[17] - Total liabilities decreased to ¥4,235,504,818.86 from ¥4,571,348,808.76, a reduction of approximately 7.3%[18] Shareholder Information - Total number of common shareholders at the end of the reporting period is 11, with the largest shareholder, Guangdong Meiying Industrial Investment Co., holding 64.36% of shares[13] - The largest shareholder, Guangdong Meiying Industrial Investment Co., also controls several investment partnerships, indicating a consolidated ownership structure[13] - The company has a total of 10 major shareholders, with the top three holding a combined 91.21% of shares[13] Financial Performance Metrics - Financial expenses decreased by 72.49% to CNY -5,997,439.89, mainly due to reduced interest income[10] - Other income decreased by 59.71% to CNY 19,908,355.75, primarily due to a reduction in government subsidies[10] - Total operating costs reduced to ¥3,717,528,878.96 from ¥4,211,084,742.44, a decrease of about 11.7% year-over-year[20] - Deferred income increased to ¥34,259,718.66 from ¥39,672,950.51, indicating a decrease of about 13.8% year-over-year[18] Future Plans and Standards - The company plans to issue 119,492,000 shares in its initial public offering, which is set to be listed on October 22, 2025[14] - The company will implement new accounting standards starting in 2025[25] Audit Status - The third quarter financial report was not audited[24]

Group 1 - Marco Polo's stock increased by 1.50% with a turnover rate of 33.21% and a trading volume of 877 million yuan, showing a price fluctuation of 7.11% [2] - Institutional investors net bought 6.61 million yuan, while the total net buying from brokerage seats reached 26.83 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to its high turnover rate, with institutional proprietary seats contributing a net purchase of 6.61 million yuan [2] Group 2 - The top five brokerage seats accounted for a total trading volume of 155 million yuan, with a buying amount of 94.31 million yuan and a selling amount of 60.87 million yuan, resulting in a net purchase of 33.43 million yuan [2] - Among the brokerage seats, two institutional proprietary seats were involved, with a total buying amount of 28.12 million yuan and a selling amount of 21.51 million yuan, leading to a net purchase of 6.61 million yuan [2] - The stock experienced a net inflow of 96.35 million yuan from major funds, including a significant single net inflow of 61.01 million yuan and a large single net inflow of 35.34 million yuan over the day [2]

Market Overview - As of October 29, the Shanghai Composite Index closed at 4016.33 points, up 28.11 points, with a gain of 0.70% [1] - The Shenzhen Component Index closed at 13691.38 points, up 261.28 points, with a gain of 1.95% [1] - The ChiNext Index closed at 3324.27 points, up 94.70 points, with a gain of 2.93% [1] High Turnover Stocks - A total of 84 A-shares had a turnover rate exceeding 20% on this day [1] - Notable stocks with high turnover rates include: - 泰凯英 (Tykang Technology) with a turnover rate of 69.82% and a closing price of 22.29 CNY, up 3.00% [1] - C超颖 (C Chaoying) with a turnover rate of 64.48% and a closing price of 86.75 CNY, up 12.08% [1] - 北方长龙 (Beifang Changlong) with a turnover rate of 51.81% and a closing price of 162.58 CNY, down 3.40% [1] - C禾元-U (C Heyuan) with a turnover rate of 50.96% and a closing price of 113.22 CNY, up 24.28% [1] Additional High Turnover Stocks - Other notable stocks with significant turnover rates include: - C必贝特-U (C Bibete) with a turnover rate of 49.99% and a closing price of 31.86 CNY, up 2.74% [1] - 威士顿 (Winston) with a turnover rate of 48.37% and a closing price of 61.52 CNY, up 19.99% [1] - 云汉芯城 (Yunhan Xincheng) with a turnover rate of 47.58% and a closing price of 236.20 CNY, up 6.16% [1] - 海峡创新 (Haixia Innovation) with a turnover rate of 45.41% and a closing price of 9.28 CNY, up 0.98% [1]

Group 1 - The core viewpoint of the news is that Marco Polo's stock has experienced a decline this year, with a recent increase in trading activity and significant net inflow of funds [1][2] - As of October 29, Marco Polo's stock price rose by 2.03% to 27.16 CNY per share, with a trading volume of 375 million CNY and a turnover rate of 14.43%, resulting in a total market capitalization of 32.454 billion CNY [1] - Year-to-date, Marco Polo's stock has decreased by 13.67%, and it has appeared on the trading leaderboard once this year, with the latest appearance on October 22, where it recorded a net purchase of 90.2005 million CNY [1] Group 2 - Marco Polo's main business involves the research, production, and sales of building ceramics, with revenue composition being 97.62% from glazed tiles, 1.85% from unglazed tiles, and 0.53% from other sources [1] - As of October 22, the number of shareholders for Marco Polo reached 156,500, a significant increase of 1,422,318.18%, with an average of 625 circulating shares per person [2] - For the first half of 2025, Marco Polo reported an operating income of 3.218 billion CNY, a year-on-year decrease of 11.82%, and a net profit attributable to shareholders of 655 million CNY, down 7.90% year-on-year [2]

Market Overview - The home goods sector increased by 0.09% compared to the previous trading day, with Longzhu Technology leading the gains [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Top Performers - Longzhu Technology (code: 920445) closed at 14.74, up 11.25% with a trading volume of 286,100 shares and a turnover of 428 million yuan [1] - Ruilite (code: 002790) closed at 9.04, up 9.98% with a trading volume of 146,600 shares and a turnover of 129 million yuan [1] - Taipeng Intelligent (code: 920132) closed at 22.01, up 6.23% with a trading volume of 20,000 shares and a turnover of 43.28 million yuan [1] Underperformers - Zhiou Technology (code: 301376) closed at 18.39, down 6.98% with a trading volume of 95,500 shares and a turnover of 177 million yuan [2] - Meizhi Gao (code: 920765) closed at 26.60, down 4.32% with a trading volume of 31,100 shares and a turnover of 82.09 million yuan [2] - ST Songfa (code: 603268) closed at 55.35, down 3.54% with a trading volume of 34,400 shares and a turnover of 193 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 322 million yuan from institutional investors, while retail investors saw a net inflow of 306 million yuan [2] - The top stocks by net inflow from retail investors included Ruilite and Tianzhen Co., with net inflows of 30 million yuan and 21.6 million yuan respectively [3] Detailed Capital Flow - Ruilite had a net inflow of 30 million yuan from institutional investors, but a net outflow of 20.17 million yuan from speculative funds [3] - Tianzhen Co. saw a net inflow of 21.68 million yuan from institutional investors, with a net outflow of 2.34 million yuan from retail investors [3] - The overall capital flow indicates a mixed sentiment among different investor types within the home goods sector [3]