转自：证券时报 人民财讯8月21日电，潮宏基(002345)8月21日晚间披露2025年半年报，公司上半年实现营业收入41.02亿 元，同比增长19.54%；归母净利润3.31亿元，同比增长44.34%；基本每股收益0.37元。公司拟每10股派 发现金红利1元（含税）。报告期内，公司珠宝业务通过第三方平台线上销售交易额6.15亿元，实现销 售收入5.12亿元，占总销售收入12.48%，同比下降4.45%。公司自建小程序云店平台因与线下门店业务 融合交叉，未单独统计销售收入。 ...

2025 年 8 月 22 日 广东潮宏基实业股份有限公司 2025 年半年度报告全文 1 广东潮宏基实业股份有限公司 2025 年半年度报告 第一节 重要提示、目录和释义 广东潮宏基实业股份有限公司 2025 年半年度报告全文 2 广东潮宏基实业股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 公司负责人廖创宾、主管会计工作负责人陈述峰及会计机构负责人（会 计主管人员）纪淑贞声明：保证本半年度报告中财务报告的真实、准确、完 整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告中涉及未来计划等前瞻性陈述属于计划性事项，不构成公 司对投资者的实质承诺，投资者及相关人士均应当对此保持足够的风险认识， 并且应当理解计划、预测与承诺之间的差异。 公司需遵守《深圳证券交易所上市公司自律监管指引第 3 号——行业信 息披露》中的"珠宝相关业务"的披露要求 公司在本报告第三节"管理层讨论与分析"中"十、公司面临的风险和应对 措施"描述了公司经营中可 ...

潮宏基公告，2025年上半年营业收入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%。公司拟以8.89亿为基数，向全体股东每10股派发现金红利1元（含税），不以 公积金转增股本。 ...

编制人：广东潮宏基实业股份有限公司 单位：万元 | 非经营性资 | | 占用方与上市 | 上市公司核 | 2025 | 年期初 | 2025 年 月 占用累计发生 | 1-6 | 2025 | 年 1-6 | 月 2025年1-6月 2025年6月末 | | 占用形 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 金占用 | 资金占用方名称 | 公司的关联关 | 算的会计科 | | 占用资金余 | 金额（不含利 | | | 占用资金的利 | 偿还累计发 | 占用资金余 | 成原因 | 占用性质 | | | | 系 | 目 | | 额 | 息） | | | 息（如有） | 生金额 额 | | | | | 控股股东、实 | | | | | | | | | | | | | | | 际控制人及 | | | | | | | | | | | | | 非经营性占用 | | 其附属企业 | | | | | | | | | | | | | | | 小计 | - | - | - | | | | ...

广东潮宏基实业股份有限公司 2025 年半年度财务报告 广东潮宏基实业股份有限公司 2025 年半年度财务报告 2025 年 8 月 22 日 一、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：广东潮宏基实业股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 470,511,591.83 | 378,894,679.73 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 220,220,080.78 | 100,565,159.17 | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 369,574,462.89 | 363,712,300.69 | | 应收款项融资 | | | | 预付款项 | 12,167,201.55 | 13,813,029.29 | | 应收保费 | | | | 应收分保账款 | | | | 应收分保合同准备金 | | | | 其他应收款 | 33,492,565.89 ...

证券代码：002345 证券简称：潮宏基 公告编号：2025-044 广东潮宏基实业股份有限公司 第七届董事会第五次会议决议公告 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。 广东潮宏基实业股份有限公司（以下简称"公司"）第七届董事会第五次会 议于 2025 年 8 月 21 日在公司会议室以现场方式召开。本次会议的通知及会议资 料已于 2025 年 8 月 18 日以专人送达、电子邮件及传真形式通知了全体董事和高 级管理人员。出席本次董事会会议的应到董事为 9 人，实到董事 9 人，其中独立 董事 3 名。公司高级管理人员列席了会议。本次会议的通知、召开以及参会董事 人数均符合相关法律、法规、规则及《公司章程》的有关规定。与会董事经认真 审议和表决，形成决议如下： 一、以 9 票同意、0 票反对、0 票弃权，审议通过了《2025 年半年度报告》 及其摘要。 本议案已经公司第七届董事会审计委员会审议通过。 公司《2025 年半年度报告》详见公司指定信息披露网站巨潮资讯网 （http://www.cninfo.com.cn）。《2025 年半年度报告摘要》（公 ...

Market Overview - The jewelry sector increased by 1.09% on August 21, with Jin Yi Culture leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Individual Stock Performance - Jin Yi Culture (002721) closed at 4.19, up 6.35% with a trading volume of 3.27 million shares and a turnover of 1.377 billion [1] - Chao Hong Ji (002345) closed at 15.97, up 2.44% with a trading volume of 290,000 shares and a turnover of 461 million [1] - Zhou Dazheng (002867) closed at 13.24, up 1.15% with a trading volume of 128,100 shares [1] - Cai Zi Co. (665599) closed at 15.42, up 1.05% with a trading volume of 61,900 shares [1] - Di A Co. (301177) closed at 30.05, up 0.40% with a trading volume of 16,200 shares [1] - Other notable performances include Xin Hua Jin (600735) at 8.21, up 0.37%, and Lao Feng Xiang (600612) at 47.82, up 0.31% [1] Fund Flow Analysis - The jewelry sector experienced a net outflow of 64.21 million from institutional investors and 26.09 million from retail investors, while individual investors saw a net inflow of 90.30 million [2][3] - Jin Yi Culture had a net outflow of 45.76 million from institutional investors, while retail investors contributed a net inflow of 36.87 million [3] - Chao Hong Ji saw a net inflow of 24.50 million from institutional investors and a net outflow of 62.13 million from retail investors [3] - Zhou Dazheng had a net inflow of 6.16 million from institutional investors and a net inflow of 11.70 million from retail investors [3]

Market Overview - The jewelry sector increased by 1.43% on August 20, with Chao Hong Ji leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Individual Stock Performance - Chao Hong Ji (002345) closed at 15.59, up 4.21% with a trading volume of 290,900 shares and a turnover of 446 million yuan [1] - Shen Zhonghua A (000017) closed at 6.84, up 4.11% with a trading volume of 455,800 shares and a turnover of 313 million yuan [1] - Lai Xi Tong Ling (603900) closed at 10.68, up 2.79% with a trading volume of 274,500 shares and a turnover of 289 million yuan [1] - Man Ka Long (300945) closed at 19.17, up 2.29% with a trading volume of 194,000 shares and a turnover of 370 million yuan [1] - Ming Pai Jewelry (002574) closed at 5.90, up 2.08% with a trading volume of 210,800 shares and a turnover of 123 million yuan [1] - Di A Shares (301177) closed at 29.93, up 1.91% with a trading volume of 21,800 shares and a turnover of 64.5 million yuan [1] - Cai Zi Shares (605599) closed at 15.26, up 1.46% with a trading volume of 51,000 shares and a turnover of 77.2 million yuan [1] - Xing Hua Jewelry (002731) closed at 13.57, up 1.34% with a trading volume of 100,200 shares and a turnover of 135 million yuan [1] - Zhou Da Sheng (002867) closed at 13.09, up 1.16% with a trading volume of 76,500 shares and a turnover of 99.5 million yuan [1] - Lao Feng Xiang (600612) closed at 47.67, up 0.82% with a trading volume of 18,000 shares and a turnover of 85.6 million yuan [1] Capital Flow Analysis - The jewelry sector saw a net inflow of 87.08 million yuan from institutional investors, while retail investors experienced a net outflow of 138 million yuan [2] - The overall capital flow indicates a strong interest from institutional investors despite the outflow from retail investors [2]

Market Overview - On August 18, the jewelry sector rose by 0.11% compared to the previous trading day, with Xinhua Jin leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up by 0.85%, while the Shenzhen Component Index closed at 11835.57, up by 1.73% [1] Individual Stock Performance - Xinhua Jin (600735) closed at 8.44, with a gain of 2.93% and a trading volume of 194,700 shares, amounting to a transaction value of 164 million yuan [1] - Ruibeka (600439) closed at 3.14, up by 1.95%, with a trading volume of 362,900 shares and a transaction value of 114 million yuan [1] - Diya Co. (301177) closed at 29.33, gaining 1.56% with a trading volume of 17,400 shares and a transaction value of 51 million yuan [1] - Other notable performances include: - Mingpai Jewelry (002574) at 5.78, up by 1.05% [1] - Chaohongji (002345) at 15.36, up by 0.66% [1] - Mankalon (300945) at 18.72, up by 0.38% [1] - China Gold (600916) at 8.16, up by 0.25% [1] - Laofengxiang (600612) at 47.37, up by 0.06% [1] - Zhou Dazheng (002867) at 13.02, down by 0.15% [1] Capital Flow Analysis - The jewelry sector experienced a net outflow of 191 million yuan from institutional investors, while retail investors saw a net inflow of 166 million yuan [2] - Notable capital flows for individual stocks include: - Chaohongji (002345) had a net inflow of 9.94 million yuan from institutional investors [3] - Xinhua Jin (600735) saw a net outflow of 6.83 million yuan from institutional investors [3] - Laofengxiang (600612) had a slight net inflow of 0.24 million yuan from retail investors [3] - Zhou Dazheng (002867) experienced a net outflow of 1.02 million yuan from institutional investors but a net inflow of 3.67 million yuan from retail investors [3]

Group 1: Beauty Sector Insights - Mao Ge Ping's department store same-store sales growth exceeds 10% YoY, while shopping plaza stores show over 20% growth[2] - Average customer spending in department stores is around 600-900 yuan, higher than 300-600 yuan in shopping centers, reflecting different customer demographics[2] - Mao Ge Ping expects over 20% sales growth for the full year of 2025[2] Group 2: Skincare and Product Focus - Mao Ge Ping's product mix consists of approximately 50% makeup, 45% skincare, and 5% perfume, with a strong reliance on star products in skincare[3] - The skincare segment still heavily depends on caviar star products, which account for over half of skincare sales[3] Group 3: Jewelry Market Trends - From January to July 2025, sales of Chow Tai Fook, Chow Sang Sang, and Zhou Liu Fu declined by 10%-20% YoY, while CHJ Jewellery increased by 40% YoY[4] - CHJ Jewellery's growth is attributed to lower gold prices and fixed-price products that attract consumers[4] Group 4: Sports Apparel Performance - Adidas and Nike's average customer spending decreased to 800-1500 yuan, while Anta and Li Ning increased to 500-700 yuan[5] - Columbia's sales grew by 10-15% YoY, while The North Face and Jack Wolfskin saw declines of 5-10% YoY[5]