浙江永强公告，2025年第一季度实现营业收入25.45亿元，同比增长11.9%；归属于上市公司股东的净利 润3.72亿元，同比增长44.53%；基本每股收益0.17元。 ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥2,544,615,909.35, representing an increase of 11.90% compared to ¥2,273,956,692.16 in the same period last year[5]. - Net profit attributable to shareholders for Q1 2025 was ¥371,566,711.46, a significant increase of 44.53% from ¥257,077,662.79 in Q1 2024[5]. - Basic and diluted earnings per share for Q1 2025 were both ¥0.17, reflecting a growth of 41.67% compared to ¥0.12 in Q1 2024[5]. - Total operating revenue for the current period reached ¥2,544,615,909.35, an increase of 11.88% compared to ¥2,273,956,692.16 in the previous period[15]. - Net profit for the current period was ¥374,442,185.91, representing a growth of 48.54% from ¥251,968,994.74 in the previous period[16]. Cash Flow and Investments - The net cash flow from operating activities reached ¥812,928,979.83, up 52.33% from ¥533,674,467.75 in the previous year[5]. - Operating cash flow for the current period reached ¥812,928,979.83, a 52.2% increase from ¥533,674,467.75 in the previous period[17]. - Total cash inflow from operating activities was ¥2,283,143,866.25, compared to ¥1,818,757,312.08 in the prior period, reflecting a growth of 25.5%[17]. - Cash outflow for purchasing goods and services was ¥966,594,827.00, up from ¥779,258,295.30, indicating a 24.0% increase[17]. - The company reported a significant increase in investment income of 1,382.85%, reaching ¥4,687,342.84, compared to a loss of ¥365,385.31 in the same period last year[8]. Assets and Liabilities - Total assets at the end of Q1 2025 were ¥8,493,798,440.88, an increase of 6.27% from ¥7,992,872,231.29 at the end of the previous year[5]. - Total liabilities rose to ¥3,981,738,686.98, compared to ¥3,856,074,015.34, marking an increase of 3.25%[13]. - Current liabilities amounted to ¥3,842,895,096.01, an increase of 2.91% from ¥3,734,700,119.50[12]. - Non-current assets totaled ¥2,636,120,412.40, slightly up from ¥2,628,483,355.52, showing a marginal increase of 0.14%[12]. Shareholder Information - The total number of common shareholders at the end of the reporting period is 86,930[9]. - Zhejiang Yongqiang Industrial Co., Ltd. holds 38.06% of the shares, amounting to 825,492,924 shares[9]. - The top three shareholders, including Xie Jianyong, Xie Jianping, and Xie Jianqiang, collectively own 93.75% of Zhejiang Yongqiang Industrial Co., Ltd.[9]. Changes in Financial Position - The company's equity attributable to shareholders rose to ¥4,462,306,417.05, marking a 9.10% increase from ¥4,090,004,038.39 at the end of the last year[5]. - The company experienced a 126.26% increase in cash and cash equivalents, totaling ¥1,742,821,878.69, due to the recovery of receivables from Q4 2024[8]. - The company's cash and cash equivalents increased to ¥1,742,821,878.69 from ¥770,279,154.12 at the beginning of the period[11]. - The ending balance of cash and cash equivalents stood at ¥1,709,298,228.69, compared to ¥2,276,004,029.58 in the previous period[18]. Other Information - The company established a wholly-owned subsidiary in Thailand through Yongqiang (Hong Kong) Co., Ltd. and its subsidiary JJD INVEST PTE. LTD.[10]. - The company signed a compensation agreement during the reporting period[10]. - The company has not disclosed any changes in the top 10 shareholders due to securities lending[10]. - The company has not identified any related party relationships among the other top shareholders[10]. - The company received ¥239,401,345.52 in tax refunds, an increase from ¥186,884,217.30, representing a growth of 28.0%[17]. - The company did not conduct an audit for the first quarter report[19].

Core Viewpoint - Camping has emerged as a popular lifestyle choice in China, driven by a desire to connect with nature and escape urban environments, leading to significant growth in the camping economy and related industries [1][10]. Industry Overview - Camping is defined as a temporary outdoor living arrangement, originally for military and surveying purposes, which has evolved into a leisure activity enjoyed by many [3]. - The camping market in China reached a core market size of 149.4 billion yuan in 2017, projected to grow to 2,139.7 billion yuan by 2024, with a compound annual growth rate of 46.3% [1][10]. - However, in 2023, the growth rate of the core market decreased from 52% in 2022 to 18%, influenced by the diversion of consumers to other emerging leisure activities post-pandemic [1][10]. Policy Support - The Chinese government has introduced several policies to promote the camping industry, including the establishment of camping zones in tourist areas and support for camping equipment development [5][7]. - Key policies include the 2022 guidance on promoting camping tourism and the 2023 measures to release tourism consumption potential, which encourage the creation of camping leisure areas in urban parks and open spaces [5][7]. Industry Chain - The camping industry chain consists of upstream (scenic areas, campsite construction), midstream (production of camping equipment), and downstream (sales channels such as malls and e-commerce) [8][10]. Market Growth - The camping economy is expected to drive significant growth in related sectors, including food, accommodation, and transportation, with the overall camping market projected to exceed 1,000 billion yuan, reaching 1,155.45 billion yuan by 2024, a year-on-year increase of 47% [12]. - The campsite market is also expanding, growing from 13.4 billion yuan in 2018 to an estimated 48.6 billion yuan by 2024 [14]. Competitive Landscape - The camping market is characterized by diverse and intense competition, with both international and domestic brands vying for market share. Domestic brands are gaining recognition in the mid-to-high-end market due to their cost-effectiveness and understanding of local consumer preferences [16][17]. Future Trends - The camping experience is expected to diversify, becoming a more integrated part of daily life, with new forms of camping emerging, such as outdoor music festival camping and stargazing camping [21]. - The industry is also anticipated to undergo digital transformation, incorporating technology to enhance the camping experience, such as smart tents and drone usage [22]. - The camping economy will continue to foster collaboration with cultural, sports, and educational sectors, creating a rich ecosystem of activities and experiences [23].

Overview of Business Performance - In 2024, the total operating revenue of the company reached 5.675 billion yuan, a year-on-year increase of 17.33% [1] - The net profit attributable to the parent company was 462 million yuan, a significant year-on-year increase of 808.27% [1] - The non-recurring net profit was 162 million yuan, reflecting a year-on-year growth of 543.52% [1] - Despite strong annual performance, the net profit for the fourth quarter was -25.4 million yuan, indicating a loss [1] Profitability Analysis - The company's gross margin for 2024 was 20.63%, a year-on-year decrease of 10.87% [2] - The net profit margin was 8.32%, showing a substantial year-on-year increase of 1013.36% [2] - The decline in gross margin may indicate increased market competition or rising raw material costs [2] Cost Control - Total operating expenses (selling, administrative, and financial expenses) amounted to 690 million yuan, accounting for 12.15% of revenue, a year-on-year decrease of 27.73% [3] - The reduction in selling expenses was primarily due to active inventory reduction, leading to lower overseas warehousing costs, sales personnel salaries, and advertising expenses [3] - Administrative expenses increased by 13.61%, mainly due to lean management talent reserves and trust extension fees from the subsidiary [3] - Financial expenses saw a significant decrease of 142.13%, benefiting from increased foreign exchange gains due to RMB exchange rate fluctuations [3] Cash Flow and Balance Sheet - The net cash flow from operating activities was 0.11 yuan per share, a year-on-year decrease of 72.72% [4] - The decline was mainly due to reduced recovery of outstanding payments from the previous period and increased cash payments for procurement due to higher order volumes [4] - Monetary funds amounted to 770 million yuan, a year-on-year decrease of 42.3%, primarily due to the expiration of trust funds from the subsidiary [4] - Accounts receivable reached 2.123 billion yuan, a year-on-year increase of 44.14%, indicating increased sales but also highlighting potential collection risks [4] Main Business Composition - The company's main business revenue primarily comes from outdoor leisure furniture and products, accounting for 97.09% of total revenue [5] - The North American market contributed the largest share, accounting for 54.84% of revenue [5] - Shade furniture and leisure furniture contributed 34.27% and 62.82% of main revenue, with gross margins of 20.08% and 21.61%, respectively [5] - The metal products business reported a loss, with a gross margin of -1.04% [5] Future Development and Risks - The company plans to strengthen R&D innovation capabilities and adjust production capacity, particularly increasing capacity in Southeast Asia [6] - In response to the complex international trade environment, the company will implement various measures to address exchange rate fluctuations, seasonal delivery pressures from order-based production, and intensified industry competition [6] - Close attention will be paid to cash flow and accounts receivable management to ensure stable development [6]

| 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指 38170.41 | | -971.82 | -2.48% | | 纳斯达克指数 15870.90c | | -415.55 | -2.55% | | 标普500 | 5158.20 | -124.50 | -2.36% | 当地时间周一，美股全线下挫。截至收盘，道指跌2.48%，纳指跌2.55%，标普500指数跌2.36%。 个股方面，特斯拉跌5.8%。报道称，该电动汽车制造商平价版Model Y汽车的推出被推迟。 机构认为，当前是战略性看多的窗口期，短期回补缺口有待量能配合。 【财经日历】 2025全球汽车领袖闭门峰会举办 SPARK2025腾讯游戏发布会 | | | ►►中共中央、国务院印发《关于实施自由贸易试验区提升战略的意见》。其中提出： -支持符合条件的自由贸易试验区开展合格境外有限合伙人试点； -支持有条件的自由贸易试验区深化智能网联汽车道路测试、示范应用； -探索建立生物医药企业进口研发用物品"白名单"制度，允许免予办理进口药品通关单； ►►上交所召开私募机构座谈会。与会机构认为 ...

证券代码：002489 证券简称：浙江永强 公告编号：2025-023 浙江永强集团股份有限公司 关于控股子公司定向回购公司股权的公告 本公司全体董事、监事、高级管理人员保证公告内容真实、准确和完整，并对公告 的虚假记载、误导性陈述或者重大遗漏负连带责任。 一、 交易概述 1、交易背景 2015年8月，浙江永强集团股份有限公司（以下简称"公司"）与相关方签署了关 于北京联拓天际电子商务有限公司（以下简称"北京联拓"）之《投资协议》、2019年 4月，公司与相关方签署了《投资协议之补充协议》。根据前述相关协议等，公司最终 取得北京联拓79.18%的股权。 本次交易不构成关联交易，不构成《上市公司重大资产重组管理办法》的重大资产 重组，不需要经有关部门批准。 二、 交易对方的基本情况 上述详细内容分别见公司于2015年8月17日、2015年9月11日、2015年12月29日、2016 年1月18日、2019年6月15日、2019年9月27日、2019年12月27日刊载于《证券时报》、 《中国证券报》、《上海证券报》、《证券日报》和巨潮资讯网（http://www.cninfo.com.cn） 的有关公告。 202 ...

证券代码：002489 证券简称：浙江永强 公告编号：2025-022 浙江永强集团股份有限公司 关于受让控股子公司部分投资项目的公告 本公司全体董事、监事、高级管理人员保证公告内容真实、准确和完整，并对公告 的虚假记载、误导性陈述或者重大遗漏负连带责任。 一、 交易概述 浙江永强集团股份有限公司（以下简称"公司"）第六届董事会第二十四次会议审 议通过了《关于审议处置控股子公司股权的议案》，同意公司以自有资金1,941.40万元 受让控股子公司北京联拓天际电子商务有限公司（以下简称"北京联拓"）持有的易商 旅有限公司2.718%的股权、以自有资金9,733.07万元受让北京联拓持有的腾轩旅游集团 股份有限公司股票2,763.6171万股(持股比例25.0028%)，并授权公司管理层办理本次本 次股权转让相关事宜，包括但不限于签署股权转让协议及其他必要的法律文件，并办理 工商变更备案等相关事项。 根据《深圳证券交易所股票上市规则》以及《公司章程》等的规定，本次交易在董 事会审批权限范围内，无需提交公司股东大会审批。 本次交易不构成关联交易，不构成《上市公司重大资产重组管理办法》的重大资产 重组，不需要经有关部门 ...

目 录 一、内部控制审计报告…………………………………………第 1—2 页 内部控制审计报告 天健审〔2025〕5963 号 浙江永强集团股份有限公司全体股东： 按照《企业内部控制审计指引》及中国注册会计师执业准则的相关要求，我 们审计了浙江永强集团股份有限公司（以下简称浙江永强公司）2024 年 12 月 31 日的财务报告内部控制的有效性。 一、企业对内部控制的责任 按照《企业内部控制基本规范》《企业内部控制应用指引》以及《企业内部 控制评价指引》的规定，建立健全和有效实施内部控制，并评价其有效性是浙江 永强公司董事会的责任。 二、注册会计师的责任 我们的责任是在实施审计工作的基础上，对财务报告内部控制的有效性发表 审计意见，并对注意到的非财务报告内部控制的重大缺陷进行披露。 三、内部控制的固有局限性 内部控制具有固有局限性，存在不能防止和发现错报的可能性。此外，由于 情况的变化可能导致内部控制变得不恰当，或对控制政策和程序遵循的程度降低， 根据内部控制审计结果推测未来内部控制的有效性具有一定风险。 四、财务报告内部控制审计意见 我们认为，浙江永强公司于 2024 年 12 月 31 日按照《企业内部控制 ...

目 录 一、非经营性资金占用及其他关联资金往来情况的专项 审计说明…………………………………………………………第 1—2 页 二、非经营性资金占用及其他关联资金往来情况汇总表…………第 3—4 页 非经营性资金占用及其他关联资金往来情况的 专项审计说明 天健审〔2025〕5965 号 浙江永强集团股份有限公司全体股东： 我们接受委托，审计了浙江永强集团股份有限公司（以下简称浙江永强公司） 2024 年度财务报表，包括 2024 年 12 月 31 日的合并及母公司资产负债表，2024 年度的合并及母公司利润表、合并及母公司现金流量表、合并及母公司所有者权 益变动表，以及财务报表附注，并出具了审计报告。在此基础上，我们审计了后 附的浙江永强公司管理层编制的 2024 年度《非经营性资金占用及其他关联资金 往来情况汇总表》（以下简称汇总表）。 一、对报告使用者和使用目的的限定 本报告仅供浙江永强公司年度报告披露时使用，不得用作任何其他目的。我 们同意将本报告作为浙江永强公司年度报告的必备文件，随同其他文件一起报送 并对外披露。 为了更好地理解浙江永强公司 2024 年度非经营性资金占用及其他关联资金 往来情况，汇 ...

目 录 一、募集资金年度存放与使用情况鉴证报告………………………第 1—2 页 二、关于募集资金年度存放与使用情况的专项报告……………第 3—15 页 募集资金年度存放与使用情况鉴证报告 天健审〔2025〕5964 号 浙江永强集团股份有限公司全体股东： 我们鉴证了后附的浙江永强集团股份有限公司（以下简称浙江永强公司）管 理层编制的 2024 年度《关于募集资金年度存放与使用情况的专项报告》。 我们的责任是在实施鉴证工作的基础上对浙江永强公司管理层编制的上述 报告独立地提出鉴证结论。 第 1 页 共 15 页 四、工作概述 我们按照中国注册会计师执业准则的规定执行了鉴证业务。中国注册会计师 执业准则要求我们计划和实施鉴证工作，以对鉴证对象信息是否不存在重大错报 获取合理保证。在鉴证过程中，我们实施了包括核查会计记录等我们认为必要的 程序。我们相信，我们的鉴证工作为发表意见提供了合理的基础。 五、鉴证结论 一、对报告使用者和使用目的的限定 本鉴证报告仅供浙江永强公司年度报告披露时使用，不得用作任何其他目的。 我们同意将本鉴证报告作为浙江永强公司年度报告的必备文件，随同其他文件一 起报送并对外披露。 二、管理层的 ...