广东潮宏基实业股份有限公司（以下简称"公司"）近日接到公司控股股东 汕头市潮鸿基投资有限公司（以下简称"潮鸿基投资"）函告，获悉潮鸿基投资 将其所持有的本公司部分股份办理了解除质押和股权质押手续，现将有关事项公 告如下： 证券代码：002345 证券简称：潮宏基 公告编号：2025-005 广东潮宏基实业股份有限公司 关于控股股东股份质押和解除质押的公告 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。 | 股东名称 | 持股数量 | 持股比 | 累计质押股 | 占其所 | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 持股份 | 占公司总 | 情况 | | 情况 | | | | （股） | 例 | 份数量（股） | 比例 | 股本比例 | 已质押股份限 | 占已质押 | 未质押股份限 | 占未质押 | | | | | | | | 售和冻结数量 | 股份比例 | 售和冻结数量 | 股份比例 | | 汕头市潮 | | | | ...

Group 1 - The core point of the article highlights a significant increase in domestic gold jewelry prices, with some prices returning to 960 yuan per gram [1] - Major brands in the domestic market have experienced a consecutive price increase, with an average rise of nearly 30 yuan [1] Group 2 - Specific brands and their gold prices include: - Zhou Dasheng: 960 yuan per gram - Caibai Jewelry: 913 yuan per gram - Chao Hong Ji: 960 yuan per gram - TSL: 960 yuan per gram - King of Gold: 960 yuan per gram - Zhou Liufu: 960 yuan per gram [5]

金价看涨！2025年3月24日各大金店黄金价格多少钱一克？ | 今日金店黄金回收价格一览（2025年3月24日） | | | | --- | --- | --- | | 回收报价 | 今日金价 | 单位 | | 黄金 | 695.00 | 元/克 | | 菜自黄金 | 681. 40 | 元/克 | | 周生生黄金 | 679.00 | 元/克 | | 周大福黄金 | 683. 60 | 元/克 | | 老凤祥黄金 | 689.00 | 元/克 | 说完实物黄金价格，我们再来讲讲国际金价情况： 上周五金价受美元走强以及部分投资者提前获利了结影响，最低跌破3000美元。后受避险情绪支撑有所回升，最终收报 3023.61美元/盎司，跌幅0.69%。今日金价震荡，截至发稿，现货黄金暂报3024.73美元/盎司，涨幅0.04%。 目前在中东局势上，以色列上周还对黎巴嫩发动了空袭，据称目标是黎境内的恐怖分子。美官员则在昨日表示已成功打击 胡塞武装关键领导层，寻求完全拆除伊朗核计划。伊朗外长也在昨日表示，当前情况下伊朗已不可能再与美国进行谈判。 此外，上周五有多位美联储官员放鹰称降息仍需谨慎，但市场对美联储未来降息预期还 ...

Group 1: Investor Relations Activity - The event was categorized as a specific object investigation and analyst meeting [1] - A total of 60 participants from various securities firms and investment companies attended the meeting [1] Group 2: Company Overview - The meeting took place on March 18, 2025, in the company's conference room [1] - The company is Guangdong Chaohongji Industrial Co., Ltd., with the stock code 002345 [1] Group 3: Discussion Topics - Participants engaged in discussions regarding the jewelry product series, new product planning, product structure, and channel expansion plans [1] - The company provided references to previously disclosed announcements and Q&A from the interactive platform [1] Group 4: Compliance - The communication strictly adhered to relevant regulations, ensuring no disclosure of undisclosed significant information occurred [2]

Summary of the Gold and Jewelry Industry Conference Call Industry Overview - The gold and jewelry industry is experiencing a diversification in its business models, moving towards luxury branding while still being closely tied to gold price fluctuations [2][3][4] - Demand is categorized into essential and investment needs, with consumer purchasing behavior influenced by gold price trends, similar to the real estate market [2][3] Key Insights - **Business Models**: - Two primary models exist: cost-plus and luxury branding. Cost-plus businesses are significantly affected by rising gold prices, while luxury brands can maintain high pricing through brand value [2][3] - Companies like Laopuhuang are successfully leveraging luxury branding, resulting in substantial profit growth, while traditional cost-plus firms face declining revenues due to increased costs and reduced demand [4] - **Performance Disparity**: - The performance of companies within the industry varies greatly based on their business models and market positioning. For instance, Laopuhuang's net profit increased by approximately 2.5 times, while other firms like Laofengxiang saw a 20% revenue decline [4] - Inventory management and raw material procurement strategies also contribute to performance differences among companies [4] - **Gold Price Outlook**: - Short-term predictions indicate that gold prices are likely to experience fluctuations but trend upwards, with potential to exceed $3,500 per ounce before the mid-term elections in the US and China [5][6] - Current gold jewelry prices are around 700+ RMB per gram, with expectations for further increases [6] Investment Value - The gold and jewelry sector has shown significant stock price increases in 2025, with Laopuhuang rising by 200%, Chaohongji by 50%, and others also showing substantial gains [7] - Laopuhuang's valuation is considered reasonable, with a five-year PE ratio of approximately 40-45, projected to drop to 35 by 2026, which is lower than historical valuations of comparable companies [8][9] - The company’s ROE is around 40%, outperforming peers, and its revenue and profit growth rates are expected to be around 30% and 35%, respectively, indicating no significant valuation bubble [9] Other Companies' Investment Potential - Companies operating under the cost-plus model are experiencing greater volatility in performance due to gold price fluctuations, leading to lower valuations compared to luxury brands [10] - Current PE ratios for these companies are at historical lows (17-18), suggesting potential for valuation recovery as consumer confidence improves [10] - Recommended companies for investment include Laopuhuang, Chaohongji, Chow Tai Fook, and Zhou Dasheng, all of which show promising growth prospects [10]

Investment Rating - The report does not provide a specific investment rating for the industry or companies mentioned [1]. Core Insights - The report highlights the recent IPOs and trading activities in the market, indicating a dynamic environment for new stock listings and potential investment opportunities [1]. - It includes a list of companies with their respective stock codes and recent announcements, suggesting active market participation and investor interest [1]. Summary by Sections - **New Stock Listings**: The report lists several new stock listings, including 恒鑫生活 (stock code: 301501) with an issue price of 39.92, indicating a new entry into the market [1]. - **Tender Offers**: The report mentions companies like 成大生物 (stock code: 688739) and 海航科技 (stock code: 600751) that are currently involved in tender offers, which may present investment opportunities [1]. - **Recent Announcements**: A variety of companies have made recent announcements regarding their stock activities, including 海洋王 (stock code: 002724) and 爱婴室 (stock code: 603214), reflecting ongoing corporate actions that could impact stock performance [1].

Summary of the Conference Call on Chao Hong Ji Industry Overview - The conference focused on the gold and jewelry industry, highlighting a significant shift from B-end to C-end value chains, emphasizing user value creation as a key driver for growth [3][7][9]. Company Profile - Chao Hong Ji positions itself as a mid-to-high-end fashion consumer brand targeting urban women aged 25-35. The company has transitioned from a family-run business to a professionally managed entity, with a notable increase in franchise stores from 337 to over 1,000 since 2018, while self-operated stores decreased from 570 to around 250 [4][5]. Financial Performance - In the first three quarters of 2024, Chao Hong Ji reported an 8% revenue growth, with net profit remaining stable, outperforming the industry average, which saw a 20% revenue decline and a 15%-20% drop in net profit [4][5]. - The company's gross margin has stabilized, and return on equity (ROE) has improved due to enhanced product design and operational capabilities [4][5]. Key Strategies and Initiatives - Chao Hong Ji has embraced the "Guochao" trend, focusing on the inheritance of Eastern culture and enhancing the design and operation of gold products, leading to a significant increase in the gross margin contribution of gold products from less than 20% in 2019 to nearly 60% in 2024 [4][6]. - The company has implemented a digital transformation strategy, utilizing a cloud-based system since 2020 to improve supply chain management and consumer demand responsiveness [4][16]. Market Trends and Challenges - The industry is witnessing a transformation where brands like Chao Hong Ji, Lao Pu, and Man Ka Long are achieving growth through user engagement rather than solely relying on channel expansion [7][9]. - The shift to a C-end value chain requires brands to focus on user needs and experiences for sustainable development, moving away from the previous B-end distribution model that emphasized deep distribution and channel expansion [7][10]. Future Outlook - Chao Hong Ji's future growth prospects include continued brand building aligned with the Guochao trend, innovation in product design, and expansion of franchise stores while enhancing online presence [8][18]. - The company is expected to maintain a revenue growth rate of over 30% in 2025, with a potential increase in valuation to around 20 times earnings if product performance continues to validate [18][19]. Additional Insights - The company's store opening model is relatively light, with initial investments around 6 million, lower than competitors, allowing for quicker returns on investment [17]. - The digital system enables real-time monitoring of franchise sales, providing a competitive edge in understanding consumer trends [15][16]. Conclusion - Chao Hong Ji is well-positioned for future growth in the gold and jewelry industry, leveraging its digital transformation, flexible store model, and strong brand potential to drive revenue and profitability [19].

Group 1 - A total of 203 companies were investigated by institutions in the past five days, with significant interest in companies like Shenzhen South Circuit, Chip Source Micro, and Zoli Pharmaceutical [1] - Among the companies investigated, 46 received attention from more than 20 institutions, with Shenzhen South Circuit being the most popular, attracting 129 institutions [1] - The types of institutions involved in the investigations included 177 securities companies, 148 fund companies, and 85 private equity firms [1] Group 2 - In terms of market performance, 25 stocks among those investigated saw an increase, with Shenghong Technology, Xingtum Control, and Chaohongji leading with gains of 37.70%, 27.75%, and 18.76% respectively [2] - Nine stocks have reported annual results, with the highest net profit growth seen in Wantong Hydraulic and Xingtum Control, at 37.02% and 35.68% respectively [2] - Fourteen stocks have released preliminary reports for 2024, with significant net profit growth reported by Sitwei and Shenghong Technology, at 2651.81% and 72.94% respectively [2]

一、股票交易异常波动的情况 广东潮宏基实业股份有限公司（以下简称"公司"）股票（证券代码：002345， 证券简称：潮宏基）连续三个交易日内（2025年3月11日、2025年3月12日、2025 年3月13日）收盘价格涨幅偏离值累计超过20%。根据深圳证券交易所的相关规 定，属于股票交易异常波动的情况。 二、公司关注、核实情况说明 针对公司股票交易异常波动，公司进行了必要核实，现对有关核实情况说明 如下： 证券代码：002345 证券简称：潮宏基 公告编号：2025-004 广东潮宏基实业股份有限公司 关于股票交易异常波动的公告 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。 4、公司、控股股东及实际控制人不存在关于本公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项； 5、公司控股股东、实际控制人在公司股票异常波动期间不存在买卖公司股 票的情形。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所股票上市规 则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、 协议等；董事会也未获悉本公 ...

Group 1: Investor Relations Activity - The event was categorized as a specific object investigation and analyst meeting [1] - A total of 28 participants from various securities and investment firms attended the meeting [1] Group 2: Meeting Details - The meeting took place on March 12, 2025, in the company's conference room [2] - The company was represented by the board secretary, Lin Yuhao [1] Group 3: Discussion Topics - Participants discussed the operating conditions for the first three quarters, changes in product structure, and new product planning [1] - Topics also included the jewelry product series, channel expansion plans, overseas store openings, and women's bag business [1] - Attendees were advised to refer to previously disclosed announcements and Q&A from the interactive platform for more information [1] Group 4: Compliance - The communication adhered strictly to relevant regulations, with no incidents of undisclosed significant information leakage [2]