Core Viewpoint - The company has approved the cancellation of 1.255 million stock options granted to 9 departing incentive recipients, which will not impact the company's operational performance or management diligence [1][4]. Summary by Sections Stock Incentive Plan Overview - The company held meetings to discuss and approve the stock incentive plan, including the cancellation of stock options for departing employees [1][2]. Cancellation Reasons and Quantity - The cancellation involves 1.255 million stock options due to the departure of 9 incentive recipients who no longer qualify for the incentive program [4]. Impact of Cancellation on the Company - The cancellation of stock options will not affect the company's operational performance or the diligence of the management team [4]. Supervisory Board Opinion - The supervisory board confirmed that the cancellation process complies with relevant regulations and the company's incentive plan, deeming it legal and effective [4]. Legal Opinions - The legal firm provided an opinion stating that the cancellation of stock options has received necessary approvals and complies with relevant laws and regulations, affirming that it will not impact the company's performance [4].

证券代码：002293 证券简称：罗莱生活 公告编号:2025-035 罗莱生活科技股份有限公司 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、误导性陈述或者重大遗漏。 罗莱生活科技股份有限公司（以下简称"公司"或"罗莱生活"）于2025 年8月21日召开了第六届董事会第十五次会议与第六届监事会第十三次会议，审 议通过了《关于回购注销部分限制性股票的议案》，同意对2名离职的激励对象 已获授但尚未解除限售的25万股限制性股票予以回购注销，该议案尚需提交公司 一、股权激励计划简述 《关于 <公司 ensp="ensp" 年限制性股票与股票期权激励计划="年限制性股票与股票期权激励计划" 草案 ="草案"> 及其摘要的议案》 《关于 <公司 ensp="ensp" 年限制性股票与股票期权激励计划实施考核管理办法="年限制性股票与股票 期权激励计划实施考核管理办法"> 的议案》 及《关于核实公司<2024 年限制性股票与股票期权激励计划首次授予激励对象名 单>的议案》，同意公司实施本次激励计划。 票期权激励计划首次授予激励对象名单，对本次拟激励对象姓名及职务予以公示， 公示时间为 2024 ...

（编辑 何成浩） 证券日报网讯 8月22日晚间，罗莱生活发布公告称，2025年半年度公司实现营业收入2，181，225， 983.82元，同比增长3.60%；归属于上市公司股东的净利润为185，490，847.45元，同比增长16.97%。 ...

证券日报网讯 8月22日晚间，罗莱生活发布公告称，公司第六届董事会第十五次会议审议通过了《关于 全文及其摘要的议案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯 8月22日晚间，罗莱生活发布公告称，公司第六届监事会第十三次会议审议通过了《关于 全文及其摘要的议案》等多项议案。 （文章来源：证券日报） ...

Group 1 - The company announced a semi-annual distribution plan for 2025, proposing a cash dividend of 2 yuan per 10 shares, totaling 166.81 million yuan, which represents 89.93% of its net profit, with a dividend yield of 2.36% based on the average trading price [2][3] - The company reported a revenue of 2.181 billion yuan for the first half of 2025, reflecting a year-on-year growth of 3.60%, and a net profit of 185 million yuan, which is a 16.97% increase compared to the previous year [3] - The stock experienced a net outflow of 70,200 yuan in principal funds today, but saw a net inflow of 11.81 million yuan over the past five days [4] Group 2 - The latest margin financing balance for the stock is 165 million yuan, with an increase of 16.92 million yuan over the past five days, representing an 11.42% growth [5] - In the textile and apparel industry, seven companies have announced their semi-annual distribution plans for 2025, with Huali Group leading with a cash distribution of 1.167 billion yuan, followed by Semir Apparel and Bailong Dongfang with distributions of 404 million yuan and 225 million yuan, respectively [5]

Group 1 - The company announced a profit distribution plan for the first half of 2025, proposing a cash dividend of 2 yuan (including tax) for every 10 shares held by shareholders [1]

Investment Rating - The investment rating for the company is "Buy" [2] Core Views - The company's revenue and net profit showed growth in H1 2025, with revenue at 2.181 billion, net profit at 185 million, and operating cash flow at 377 million, reflecting year-on-year increases of 3.60%, 16.97%, and 28.93% respectively [3] - The growth in business is primarily driven by increases in online and direct sales, with online revenue growing by 18.3% [4] - The company has maintained a high dividend payout ratio of 89.6% with a dividend yield of 4.63% [3] Financial Performance - In H1 2025, the company's revenue from various channels was as follows: online 738 million, direct 190 million, franchise 605 million, and others 256 million, with year-on-year growth rates of 18.3%, 5.14%, -8.65%, and 20% respectively [4] - The gross margin improved to 47.8%, a year-on-year increase of 1.1 percentage points, while the net margin was 8.5%, up 1.0 percentage points [5] - The company reported a net loss of 28.75 million from its U.S. subsidiary, Lexington, due to high loan rates and low demand [5] Future Outlook - The company is expected to benefit from consumer subsidies and stable end-user consumption, which may drive revenue growth [7] - The revenue forecasts for 2025 to 2027 are 4.641 billion, 4.769 billion, and 4.999 billion respectively, with corresponding net profit forecasts of 477 million, 505 million, and 533 million [7] - The company plans to continue launching new products and expanding its market presence, particularly in the online segment [7]

8月22日晚，罗莱生活（002293）(002293.SZ)披露2025年半年度报告。报告期内，公司坚持"长期主 义"发展战略，在家纺行业整体承压的背景下，实现稳健增长。 零售革新与智能制造并举，长期转型战略持续推进 面对行业结构调整带来的挑战，罗莱生活持续深化零售精细化运营和供应链智能化升级，夯实长期竞争 优势。 在零售方面，公司推进直营与加盟门店的全面数字化系统建设，实现"进销存"数据驱动式管理，通过提 升补货效率、优化商品组合与提升单店零售毛利率，增强渠道运营能力。截至报告期末，公司线下终端 门店总数为2523家，其中直营门店381家，单店销售收入保持稳定。 在产品端，公司推动"超柔"战略落地，打造Texsoft超柔科技体系，重点产品包括零压深睡枕、无痕床笠 等。与中国农科院棉花研究所的合作育种项目获科技成果奖，体现了公司从源头到终端的自主创新能 力。 上半年，公司实现营业收入21.81亿元，同比增长3.60%；归属于上市公司股东的净利润为1.85亿元，同 比增长16.97%；扣非净利润为1.54亿元，同比增长9.77%。基本每股收益达0.2232元。 业绩表现稳中有进，线上销售贡献逾三成 2025年上 ...

智通财经APP讯，罗莱生活(002293.SZ)发布2025年半年度报告，该公司营业收入为21.81亿元，同比增 长3.60%。归属于上市公司股东的净利润为1.85亿元，同比增长16.97%。归属于上市公司股东的扣除非 经常性损益的净利润为1.54亿元，同比增长9.77%。基本每股收益为0.2232元。 ...