每经头条（nbdtoutiao）——溢价近10万倍！知名品牌豪掷1.7亿元买2000股，目标公司注册资本仅1万 港元且还未营业！上交所都看不懂了：收购有何必要性？ （记者 王晓波） 每经AI快讯，广百股份（SZ 002187，收盘价：6.61元）10月24日晚间发布公告称，公司限售股份约1.84 亿股将于2025年10月29日解禁并上市流通，占公司总股本比例为26.22%。 2025年1至6月份，广百股份的营业收入构成为：商业占比88.1%，租赁占比7.34%，其他业务占比 4.57%。 截至发稿，广百股份市值为46亿元。 ...

关于 （三）锁定期安排 广州市广百股份有限公司 发行股份及支付现金购买资产并募集配套资金暨关联交易 之限售股份解禁上市流通的核查意见 经中国证券监督管理委员会证监许可[2021]863 号文核准，广州市广百股份 有限公司（以下简称"上市公司"或"广百股份"）向广州市广商资本管理有限 公司（现已更名为"广州市岭南资本管理有限公司"，以下简称"岭南资本"）、 广州广商鑫石产业投资基金合伙企业（有限合伙）（以下简称"广商基金"）、中 银金融资产投资有限公司及建投华文投资有限责任公司发行股份及支付现金购 买广州友谊集团有限公司（以下简称"友谊集团"）100%股权（以下简称"本 次交易"）。平安证券股份有限公司及国泰君安证券股份有限公司（现已更名为"国 泰海通证券股份有限公司"，以下简称"独立财务顾问"）作为本次交易的独立 财务顾问，根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司 重大资产重组管理办法》《上市公司并购重组财务顾问业务管理办法》《深圳证券 交易所股票上市规则》等有关规定的相关要求，对本次交易的限售股解禁事项进 行了核查，具体情况如下： 一、本次限售股上市类型 （一）股票发行核准情况 上市公 ...

证券代码：002187 证券简称：广百股份 公告编号：2025－040 广州市广百股份有限公司 关于发行股份及支付现金购买资产并募集配套资金暨关联 交易之部分限售股份解禁上市流通的提示性公告 二、本次限售股形成后至今公司股本数量变化情况 因友谊集团 2024 年度未实现本次交易的承诺业绩，补偿义务主体岭南资本 1 本公司及其董事、监事、高级管理人员保证公告内容真实、准确和完整， 公告不存在虚假记载、误导性陈述或者重大遗漏。 特别提示： 1、广州市广百股份有限公司（以下简称"公司"）本次解除限售的限售股份 为公司 2021 年 6 月发行股份购买资产的部分有限售条件流通股份。 2、本次解除限售的股东为广州市广商资本管理有限公司（现已更名为"广 州市岭南资本管理有限公司"，以下简称"岭南资本"）及广州广商鑫石产业投 资基金合伙企业（有限合伙）（以下简称"广商基金"），本次解除限售的 A 股限售股份数量为 183,783,667 股，占公司目前总股本的 26.22%。 3、本次有限售条件的流通股上市流通日为 2025 年 10 月 29 日。 一、本次解除限售的股份取得的基本情况 经中国证券监督管理委员会证监许可[ ...

投资者提问：董秘，为什么百货板块就广百股份一家永远倒数第一，你们作为国资国企，是否应该对业 绩也负责？股东们无数次提议说引入胖东来超市，或者学习胖东来模式，你们能不能积极正面回复学 习，而不是玩文字游戏？股东提意见也是希望发展好企业！ 广百股份回复：您好！公司重视对行业发展趋势及消费市场的研究，同时不断借鉴学习同行业先进经 验，大力调优门店、做强品牌，为消费者提供更好的商品、服务和场景综合体验，致力于提高公司的经 营能力和盈利水平。感谢您的关注与建议！ 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，广百股份(002187)10月24日在投资者关系平台上答复投资者关心的问题。 ...

Group 1 - The core viewpoint of the article highlights that Guangbai Co., Ltd. (002187) is experiencing strong sales growth in its "Guangbai Gold" segment, with a new store opening in the Zhujiang New Town area by the end of September [1] - The company reported that there is a small amount of inventory of gold jewelry, which has a minimal impact on asset appreciation [1]

Group 1 - The core viewpoint of the news is that Guangbai Co., Ltd. has experienced a decline in stock price and financial performance, indicating potential challenges in the retail sector [1][2]. - As of September 22, Guangbai's stock price was 6.57 yuan per share, down 2.09%, with a market capitalization of 4.605 billion yuan [1]. - The company has seen a net outflow of main funds amounting to 2.7362 million yuan, with significant selling pressure [1]. Group 2 - For the first half of 2025, Guangbai reported a revenue of 2.248 billion yuan, a year-on-year decrease of 29.15%, and a net profit attributable to shareholders of -15.3537 million yuan, down 176.66% [2]. - The company has a total of 40,100 shareholders as of June 30, which is a decrease of 10.08% from the previous period, while the average circulating shares per person increased by 11.21% to 12,897 shares [2]. - Guangbai has distributed a total of 1.358 billion yuan in dividends since its A-share listing, with 49.2827 million yuan distributed in the last three years [3]. Group 3 - Guangbai's main business revenue composition includes 88.10% from retail services, 7.34% from leasing, and 4.57% from other supplementary services [1]. - The company is categorized under the Shenwan industry classification of retail trade, specifically general retail and department stores, and is associated with concepts such as prepared dishes, rural e-commerce, state-owned enterprise reform, new retail, and the Guangdong-Hong Kong-Macau Greater Bay Area [1].

Group 1: Company Strategy and Management - The company plans to continuously learn from advanced management experiences in the industry to enhance store intelligent operation management and improve consumer experience [1] - There is no current plan to introduce the management team from Pang Donglai, but the company will focus on improving product offerings and service experiences [4] Group 2: Marketing and Brand Activities - The company is organizing brand promotion activities during the National Games, focusing on the peak consumption seasons of Mid-Autumn and National Day, with events like the "Friendship International Fashion Festival" [1][2] - The company is leveraging the National Games to enhance brand visibility through immersive sports-themed activities and collaborations with well-known brands [2][3] Group 3: Technological Integration and Customer Experience - The company is developing a smart customer service platform and deploying intelligent shopping assistants to improve customer service and operational efficiency [2] - The company is enhancing its "buy and return" services across its stores to provide convenience for customers [3] Group 4: Community Engagement and Local Development - The company has established multiple store formats in key areas of the Greater Bay Area to provide one-stop shopping, dining, and entertainment services, contributing to the "15-minute living circle" concept [2] - The company is collaborating with tourism and hotel sectors to offer integrated services for visitors, capitalizing on the opportunity presented by the first duty-free store in Guangzhou [3]

Group 1 - The company is actively developing four aspects of "Smart+" to enhance management efficiency [2] - Its stores, including New Daxin Guofeng, Guangzhou Friendship Zhengjia Store, and Guangbai Tianhe Zhongyi Store, have been selected as national model smart stores [2] - The company is implementing smart payment, smart parking, and interactive marketing screens, and is building a "smart customer service" system that supports digital RMB payments [2] Group 2 - The company focuses on first exhibitions and showcases, leveraging celebrity effects to stimulate consumption [2] - Collaborations with beauty, clothing, and home appliance brands are being conducted for first exhibitions and showcases in South China and Guangzhou [2] - These initiatives aim to drive on-site foot traffic and sales [2]

Group 1 - The company, Guangbai Co., has opened its first city duty-free store in Guangzhou on August 26, 2025, in collaboration with China Duty Free Group and others [2] - The company invested 8.775 million yuan and holds a 19.5% stake in the duty-free store [2] - The city duty-free store business aligns with the company's retail main business and promotes the integration of cultural, commercial, and tourism industries, helping to create new business growth points [2]

Core Insights - Guangbai Co., Ltd. has introduced a new "buy and return immediately" tax refund service point at its Beijing Road store, enhancing customer convenience for tax refunds [2] - The company has expanded its tax refund service to include 10 stores, collaborating with local hotels and travel agencies to promote this service [2] - The initiative aims to create a complementary ecosystem of "duty-free + tax refund" by strengthening cooperation with local duty-free shops [2]