经济观察网 潮宏基(002345.SZ)8月21日发布2025年半年度报告，该公司营业收入为41.02亿元，同比增 长19.54%。归属于上市公司股东的净利润为3.31亿元，同比增长44.34%。归属于上市公司股东的扣除非 经常性损益的净利润为3.3亿元，同比增长46.14%。基本每股收益为0.37元。此外，拟向全体股东每10 股派发现金红利1元(含税)。 ...

Group 1 - The core point of the news is that潮宏基's stock price dropped by 5.13% to 15.15 CNY per share, with a trading volume of 279 million CNY and a turnover rate of 2.08%, resulting in a total market capitalization of 13.461 billion CNY [1] -潮宏基, established on March 7, 1996, and listed on January 28, 2010, is primarily engaged in the design, research and development, production, and sales of high-end fashion jewelry, as well as women's bags [1] - The revenue composition of潮宏基 includes 48.53% from fashion jewelry products, 44.63% from traditional gold products, 3.00% from brand authorization and franchise services, 2.99% from leather goods, and 0.46% from other income [1] Group 2 - According to data, 中金基金 has one fund heavily invested in潮宏基, specifically中金鑫瑞优选一年持有期 (011703), which held 239,700 shares in the second quarter, accounting for 3.71% of the fund's net value [2] - The estimated floating loss for中金鑫瑞优选一年持有期 (011703) today is approximately 196,600 CNY [2] -中金鑫瑞优选一年持有期 (011703) was established on July 13, 2021, with a latest scale of 94.6182 million CNY, and has achieved a year-to-date return of 41.52% [2]

公司摊薄每股收益为0.37元，较去年同报告期摊薄每股收益增加0.11元，实现3年连续上涨，同比较去年 同期上涨42.31%。 公司营业总收入为41.02亿元，较去年同报告期营业总收入增加6.70亿元，实现3年连续上涨，同比较去 年同期上涨19.54%。归母净利润为3.31亿元，较去年同报告期归母净利润增加1.02亿元，实现3年连续 上涨，同比较去年同期上涨44.34%。经营活动现金净流入为4.05亿元，较去年同报告期经营活动现金净 流入增加6615.53万元，同比较去年同期上涨19.53%。 公司最新资产负债率为36.30%，较上季度资产负债率减少5.27个百分点。 公司最新毛利率为23.81%，较上季度毛利率增加0.88个百分点。最新ROE为9.09%，较去年同期ROE增 加2.80个百分点。 2025年8月22日，潮宏基(002345.SZ)发布2025年中报。 公司最新总资产周转率为0.70次，较去年同期总资产周转率增加0.11次，实现3年连续上涨，同比较去年 同期上涨18.28%。最新存货周转率为1.09次，较去年同期存货周转率增加0.14次，实现3年连续上涨， 同比较去年同期上涨14.35%。 公司 ...

Group 1 - Chao Hong Ji (002345.SZ) reported its 2025 semi-annual results, with 93 institutional investors holding a total of 500 million shares, representing 56.31% of the total share capital as of August 21, 2025 [1] - The top ten institutional investors collectively hold 48.83% of the shares, with a slight decrease of 0.67 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, seven funds increased their holdings, accounting for 0.38% of the total, while five funds decreased their holdings, representing a reduction of 0.18% [2] - A total of 75 new public funds were disclosed this period, while 11 funds were no longer reported compared to the previous quarter [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.69% [2]

智通财经APP讯，潮宏基(002345.SZ)发布2025年半年度报告，该公司营业收入为41.02亿元，同比增长 19.54%。归属于上市公司股东的净利润为3.31亿元，同比增长44.34%。归属于上市公司股东的扣除非经 常性损益的净利润为3.3亿元，同比增长46.14%。基本每股收益为0.37元。此外，拟向全体股东每10股 派发现金红利1元(含税)。 ...

Core Insights - The company reported a revenue of 4.102 billion yuan for the first half of 2025, representing a year-on-year growth of 19.54%, and a net profit of 331 million yuan, up 44.34% year-on-year [1] - The company plans to distribute a cash dividend of 1 yuan per 10 shares, totaling 88.8513 million yuan [1] Group 1: Strategic Initiatives - The company is focusing on its core strategy of "focusing on the main brand, extending 1+N, all-channel marketing, and internationalization" to enhance its brand competitiveness [1] - The company launched several IP collaboration series aimed at younger consumers, including "Pudding Dog" and "Mermaid Hanton," to activate fan economy and diversify its IP portfolio [1][2] Group 2: Brand Development - The company has accelerated the establishment of the "潮宏基|Soufflé" brand, with 60 stores opened by the end of the reporting period, and introduced specialized products like "Teatime Afternoon Tea" to enhance market share [2] - The company is enhancing its offline channel advantages while also pushing for an integrated online and offline marketing strategy, achieving a 70.64% year-on-year profit increase in its online sales subsidiary [2] Group 3: International Expansion - The company is deepening its strategic layout in Southeast Asia, successfully opening two stores in Cambodia's key commercial areas, thereby enhancing its overseas retail network [3] - The internationalization strategy has significantly improved the brand's penetration and influence in overseas markets, laying the groundwork for future expansion [3]

2025年1至6月份，潮宏基的营业收入构成为：珠宝行业占比96.87%，皮具行业占比3.01%，其他占比 0.12%。 （文章来源：每日经济新闻） 潮宏基（SZ 002345，收盘价：15.97元）8月21日晚间发布公告称，公司第七届第五次董事会会议于 2025年8月21日在公司会议室以现场方式召开。会议审议了《2025年半年度报告》等文件。 ...

（文章来源：每日经济新闻） 潮宏基（SZ 002345，收盘价：15.97元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收入 约41.02亿元，同比增加19.54%；归属于上市公司股东的净利润约3.31亿元，同比增加44.34%；基本每 股收益0.37元，同比增加42.31%。 ...

格隆汇8月21日丨潮宏基(002345.SZ)公布2025年半年度报告，上半年公司实现营业收入41.02亿元，同比 增长19.54%；归属于上市公司股东的净利润3.31亿元，同比增长44.34%；归属于上市公司股东的扣除非 经常性损益的净利润3.295亿元，同比增长46.14%；基本每股收益0.37元；拟向全体股东每10股派发现 金红利1元(含税)。 ...

Core Viewpoint - Guangdong Chao Hong Ji Industrial Co., Ltd. reported a significant increase in revenue and net profit for the first half of 2025, indicating strong business performance and growth potential in the jewelry sector [6][22]. Financial Performance - The company achieved operating revenue of 4,101,757,761.66 CNY, a year-on-year increase of 19.54% compared to 3,431,424,797.25 CNY in the same period last year [6][22]. - Net profit attributable to shareholders reached 331,237,756.95 CNY, up 44.34% from 229,483,824.56 CNY in the previous year [6][22]. - Basic earnings per share increased to 0.37 CNY, a rise of 42.31% from 0.26 CNY [6][22]. Business Operations - The company focuses on mid-to-high-end fashion consumer goods, particularly in the jewelry and fashion handbag sectors, managing brands such as "CHJ Chao Hong Ji" and "FION" [7][22]. - Sales channels include self-operated stores, franchise agents, and wholesale, with self-operated sales contributing significantly to revenue [7][22]. - The company reported a total of 1,800 offline outlets across various high-end retail channels, enhancing market coverage [20]. Market Trends - The jewelry market is experiencing a shift towards younger consumers, with gold consumption among the youth increasing from 16% to 59% over five years, driven by innovative manufacturing techniques and design [14][16]. - The rise of female consumer independence is contributing to a growing market, with women driving significant spending in the jewelry sector [15][16]. - Emotional and personalized consumption trends are reshaping the jewelry market, with consumers increasingly purchasing jewelry for self-reward rather than investment [17][16]. Competitive Advantage - The "CHJ Chao Hong Ji" brand combines traditional cultural elements with modern fashion, creating unique products that resonate with consumers [18][22]. - The company has established a strong digital presence and is leveraging data analytics to enhance operational efficiency and customer engagement [21][22]. - Continuous innovation in product design and marketing strategies has positioned the company favorably within the competitive landscape of the jewelry industry [22][24].