Core Viewpoint - The jewelry sector, particularly companies like潮宏基, has seen significant stock price increases, with潮宏基's stock price doubling in 2024, driven by market enthusiasm for new consumption concepts and rising gold prices [1][2] Group 1: Company Performance -潮宏基's major shareholder,东冠集团, announced a plan to reduce its stake by 26.66 million shares, representing 3% of the total share capital, with an estimated value of approximately 410 million yuan [1] - In Q1 2024,潮宏基 achieved its best performance since listing, with revenue of 2.252 billion yuan, a year-on-year increase of 25.36%, and a net profit of 188 million yuan, up 44.38% year-on-year [3] - The company's inventory reached a historical high of 3.731 billion yuan by the end of Q1 2024, reflecting a significant increase in stock levels [3] Group 2: Market Trends - The jewelry industry is experiencing a shift towards brand-driven strategies, with a focus on enhancing store efficiency rather than merely expanding the number of stores [2] - Young consumers are becoming the main driving force in the jewelry market, with trends indicating a preference for innovative designs and experiential consumption [2] -潮宏基's current P/E ratio stands at 51 times, which is double the industry average, indicating high market expectations for its future growth [2] Group 3: Expansion Strategy - As of the end of 2024,潮宏基 operated a total of 1,511 stores, with a net increase of 111 stores during the year, including new openings in Malaysia and Thailand [4] - The company plans to maintain a conservative approach to new store openings, with a target of no more than 20% of new stores in the overall portfolio [4] -潮宏基 aims to expand into overseas markets, with plans to enter Cambodia in 2025 and further expansion into Singapore and Australia, capitalizing on the larger market potential and favorable competitive environment [5]

Group 1 - Aike Technology (688092.SH) shareholders plan to reduce their holdings by up to 826,906 shares, accounting for 1.00% of the total share capital within three months after 15 trading days from the announcement [1] - Aike Cyber (688719.SH) executives plan to reduce their holdings by up to 2.1927% of the total share capital, totaling 2,530,000 shares within three months after 15 trading days from the announcement [1] - Anpeilong (301413.SZ) shareholders plan to reduce their holdings by up to 2,952,058 shares, representing 3% of the total share capital [1] Group 2 - Chaohongji (002345.SZ) shareholders plan to reduce their holdings by up to 26,655,380 shares, accounting for 3% of the total share capital within three months after 15 trading days from the announcement [2] - Chunguang Technology (603657.SH) plans to reduce its holdings by up to 1,000,000 shares, representing 0.73% of the total share capital [2] - Dahongli (300865.SZ) controlling shareholder plans to reduce his holdings by 136,150 shares, accounting for 1.4230% of the total share capital [2] Group 3 - Electric Link Technology (300679.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 15,000 to 78,000 shares [2] - Guangge Technology (688450.SH) shareholders plan to reduce their holdings by a total of 990,000 shares, representing 1.50% of the total share capital [2] - Guorui Technology (300600.SZ) shareholders plan to reduce their holdings by 8,827,034 shares, accounting for 3% of the total share capital [3] Group 4 - Hailier (603639.SH) shareholders plan to reduce their holdings by up to 1,200,000 shares, representing 1% of the total share capital [3] - Haotong Technology (301026.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 20,965 to 47,250 shares [3] - Huamao Logistics (603128.SH) executives have reduced their holdings by 272,000 shares, while other executives did not reduce their holdings [3] Group 5 - Jiamei Packaging (002969.SZ) shareholders plan to reduce their holdings by a total of 9,483,239 shares, accounting for 1.00% of the total share capital [4] - Jiangsu Boyun (301003.SZ) shareholders plan to reduce their holdings by up to 971,333 shares through centralized bidding and 1,942,666 shares through block trading [4] - Jinchicken Co., Ltd. (300798.SZ) shareholders plan to reduce their holdings by 14,000,000 shares, representing 2.99% of the total share capital [4] Group 6 - Jingfang Technology (603005.SH) shareholders plan to reduce their holdings by up to 13,043,400 shares, accounting for 2% of the total share capital [5] - Jingjin Electric (688280.SH) shareholders plan to reduce their holdings through centralized bidding or block trading [5] - Kolon New Materials (920098) shareholders have not implemented reductions, while another shareholder reduced holdings by 651,667 shares, representing 0.8014% of the total share capital [5] Group 7 - Liangpinpuzi (603719.SH) shareholders plan to reduce their holdings by 4,010,000 shares, accounting for 1% of the total share capital [6] - Mike Audi (300341.SZ) executives plan to reduce their holdings by 546,350 shares, representing 0.11% of the total share capital [6] - Pinwa Food (300892.SZ) shareholders reduced their holdings by 711,300 shares, accounting for 0.72% of the total share capital [6] Group 8 - Qiu Le Seed Industry (831087.BJ) shareholders plan to reduce their holdings by up to 3,300,000 shares, representing no more than 1.9975% of the total share capital [6] - Qiu Tianwei (300939.SZ) shareholders reduced their holdings by 1,100,000 shares, accounting for 0.93% of the total share capital [6] - Rejing Bio (688068.SH) shareholders plan to reduce their holdings by 1,800,000 shares, representing 1.9416% of the total share capital [7] Group 9 - Saike Xide (688338.SH) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 250,000 to 235,000 shares [7] - Wancheng Group (300972.SZ) executives plan to reduce their holdings through centralized bidding [7] - Wentai Technology (600745.SH) shareholders plan to reduce their holdings by up to 24,891,577 shares through block trading and 12,445,788 shares through centralized bidding [7] Group 10 - Xiechuang Data (300857.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 10,500 to 18,900 shares [8] - Xinhongze (002836.SZ) controlling shareholder reduced holdings by 1,895,300 shares, decreasing ownership from 63.74% to 62.91% [8] - Panda Dairy (300898.SZ) shareholders reduced their holdings by 884,470 shares, accounting for 0.7133% of the total share capital [8] Group 11 - Oat Technology (688312.SH) controlling shareholder plans to reduce holdings by up to 2,912,000 shares, representing no more than 2% of the total share capital [9] - Youningwei (301166.SZ) shareholders plan to reduce their holdings by 1,208,500 shares, accounting for 1.41% of the total share capital [9] - Yuhua Tian (300815.SZ) shareholders plan to reduce their holdings by up to 23,915,520 shares, representing no more than 6.00% of the total share capital [9] Group 12 - Zhangzidao (002069.SZ) shareholders plan to reduce their holdings by up to 7,111,000 shares, accounting for no more than 1% of the total share capital [9] - Zhishang Technology (301486.SZ) shareholders reduced their holdings by 1,245,300 shares, accounting for 0.9677% of the total share capital [10] - Zhongjing Electronics (002579.SZ) shareholders plan to reduce their holdings by up to 6,000,000 shares through centralized bidding or block trading [10]

本周以来，A股市场持续回暖，热点不断。 6月5日盘后龙虎榜显示，在近期黄金珠宝、数字货币、新消费等热门概念股走热背后，机构是重要资金力量。 机构激烈博弈黄金珠宝板块 本周以来，黄金珠宝类公司交易热度火爆，龙虎榜显示，机构激烈参与该板块相关热门股博弈，一些股票被机 构大额净买入。 珠宝首饰企业潮宏基（002345.SZ）本周多次登上龙虎榜，该公司在本周二、周三连续两个涨停后，于6月5日 （周四）跌停。近几日龙虎榜显示，机构仍在持续买入潮宏基。潮宏基由于今年珠宝消费走热而成为大牛股， 今年以来股价涨幅高达169%。 潮宏基6月5日龙虎榜显示，当日买入前五席位中有3席为机构，卖出前五中有1席为机构，机构合计买入1.13亿 元，合计卖出0.34亿元。因此，当日机构净买入额为0.79亿元，呈现逆势买入趋势。此外，潮宏基6月4日龙虎 榜数据显示，近三个交易日（5月30日至6月4日），潮宏基买入及卖出前五席位中各出现3家机构，机构合计买 入1.73亿元，卖出1.18亿元。 萃华珠宝（002731.SZ）也在本周被机构大力买入。萃华珠宝在6月5日因连续三个交易日内，涨幅偏离值累计 达到20%而登上龙虎榜。龙虎榜数据显示，本周 ...

Group 1 - The core point of the article is that Chao Hong Ji plans to reduce its shares and is also preparing for an H-share listing on the Hong Kong Stock Exchange, which will not change the controlling shareholder or actual controller of the company [1][3][7] - Chao Hong Ji's major shareholder, Dongguan Group Co., Ltd., intends to reduce its stake by up to 26.6554 million shares, representing 3% of the total share capital, within three months starting from June 27, 2025 [1] - The company reported a revenue of 6.518 billion yuan for 2024, a year-on-year increase of 10.48%, while the net profit attributable to shareholders decreased by 41.91% to 194 million yuan [3] Group 2 - In the first quarter of 2025, Chao Hong Ji's revenue reached 2.252 billion yuan, showing a year-on-year growth of 25.36%, with a net profit of 189 million yuan, up 44.38% [3] - The company's stock price has seen significant volatility, with a 197% increase year-to-date as of December 31, 2024, driven by rising gold prices [3] - The stock price experienced a sharp rise followed by a significant drop on June 5, 2025, indicating market fluctuations [5]

广东潮宏基实业股份有限公司 关于持股 5%以上股东减持股份预披露公告 证券代码：002345 证券简称：潮宏基 公告编号：2025-028 东冠集团有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 一、减持主体的基本情况 （一）股东名称：东冠集团有限公司 （二）股东持股情况：截至本公告披露日，东冠集团持有公司股份 77,000,000 股，占公司总股本比例 8.67%。 二、本次减持计划的主要内容 （一）本次减持的具体安排 期间公司送转股份而相应增加的股份）。 总股本比例 3%。其中，以集中竞价交易方式减持的，在任意连续 90 个自然日 内，减持股份的总数不超过公司总股本的 1%；以大宗交易方式减持的，在任意 连续 90 个自然日内，减持股份的总数不超过公司总股本的 2%；若在本次减持期 间公司有送股、资本公积金转增股本等股份变动事项，上述拟减持股份数量将做 相应调整。 （二）股东承诺及履行情况 东冠集团在公司首次公开发行股票披露的《招股说明书》中承诺：自公司首 次公开发行的股票在证券交易 ...

证券代码：002345 证券简称：潮宏基 公告编号：2025-028 广东潮宏基实业股份有限公司 关于持股 5%以上股东减持股份预披露公告 东冠集团有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有广东潮宏基实业股份有限公司（以下简称"公司"或"本公司"）股份 77,000,000 股（占本公司总股本比例 8.67%）的股东东冠集团有限公司（以下简 称"东冠集团"），计划自本公告发布之日起 15 个交易日后的三个月内（即 2025 年 6 月 27 日至 2025 年 9 月 26 日）通过集中竞价方式或大宗交易方式减持本公 司股份不超过 26,655,380 股，占本公司总股本比例 3%。 公司于近日收到东冠集团出具的《关于股份减持计划的告知函》，东冠集团 拟通过集中竞价方式或大宗交易方式减持其持有的部分公司股份，现将相关事项 公告如下： 一、减持主体的基本情况 （一）股东名称：东冠集团有限公司 （二）股东持股情况：截至本公告披露日，东冠集团持有公司股份 77,000,000 股，占 ...

潮宏基（002345）公告，持股5%以上股东东冠集团计划自公告发布之日起15个交易日后的三个月内， 通过集中竞价或大宗交易方式减持不超过2665.54万股，占公司总股本的3%。东冠集团目前持有公司 8.67%股份，减持原因为自身资金需求。减持价格将根据市场价格确定，减持计划符合相关法律法规。 ...

Group 1 - Domestic gold jewelry prices remain stable, with a few brands showing slight increases [1] - The price of domestic 24K gold jewelry is reported at 1020 CNY per gram for the second consecutive day [1] - Brands such as Chow Sang Sang and Lao Miao Gold have seen minor price increases compared to the previous day [1] Group 2 - Specific prices for various brands include: - Chow Tai Seng 24K gold at 1020 CNY per gram - Caibai Jewelry 24K gold at 995 CNY per gram - Chao Hong Ji 24K gold (jewelry and ornaments) at 1020 CNY per gram - TSL 24K gold at 1020 CNY per gram - King Fook 24K gold at 1020 CNY per gram - Chow Sang Sang 24K gold at 1000 CNY per gram [5]

证券代码：002345 证券简称：潮宏基 公告编号：2025-027 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。 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3个交易日（2025年5月30日、2025年6月3日、2025年6 月4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，公司进行了必要核查，现对有关核实情况说明 如下： 1、经核查，公司前期披露的信息不存在需要更正、补充之处； 3、目前公司生产经营情况正常，内外部经营环境未发生重大变化； 4、公司目前正筹划在香港联合交易所有限公司（以下简称"香港联交所"） 发行H股上市事项，相关方案尚未确定，本次H股上市不会导致公司控股股东和 实际控制人发生变化。 根据《深圳证券交易所股票上市规则》《境内企业境外发行证券和上市管理 试行办法》等法律法规的要求，待相关方案确定后 ...

沪指6月4日上涨0.42%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为美容护理、综合，涨 幅分别为2.63%、2.53%。纺织服饰行业位居今日涨幅榜第三。跌幅居前的行业为交通运输、国防军 工、公用事业，跌幅分别为0.58%、0.24%、0.12%。 资金面上看，两市主力资金全天净流入10.74亿元，今日有17个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨1.17%，全天净流入资金30.70亿元，其次是非银金融行业，日涨幅 为0.99%，净流入资金为15.88亿元。 主力资金净流出的行业有14个，汽车行业主力资金净流出规模居首，全天净流出资金17.87亿元，其次 是国防军工行业，净流出资金为17.40亿元，净流出资金较多的还有医药生物、机械设备、银行等行 业。 纺织服饰行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 603900 | 莱绅通灵 | 10.04 | 22.42 | 17843.23 | | 002731 | 萃华珠宝 | 9.99 | ...