四川米兰将按照国家税法的相关规定缴纳上述税款及滞纳金或者提供相应的担保，但同时也拟将依据国 家税法的相关规定，切实维护自身合法权益。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002612 证券简称：朗姿股份 公告编号：2025-052 朗姿股份有限公司 关于子公司需补缴税款事项的公告 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、基本情况 2025年9月4日，朗姿股份有限公司（以下简称"公司"）全子公司四川米兰柏羽医学美容医院有限公司 （以下简称"四川米兰"）收到国家税务总局成都市税务局稽查局发来的《税务处理决定书》（成税稽处 〔2025〕55号），四川米兰需补缴2021年-2023年所得税1,653.14万元，增值税及附加税573.95万元，合 计2,227.09万元。 二、对公司的影响及风险提示 根据《企业会计准则第28号一一会计政策、会计估计变更和差错更正》，上述补缴税款的事项不属于前 期会计差错，不涉及前期财务数据追溯调整。四川米兰补缴税款及滞纳金将计入2025年度当期损益，预 计将减少公司2025年度归属于上市公司股东的净利 ...

证券日报网讯 9月4日晚间，朗姿股份发布公告称，2025年9月4日，公司全子公司四川米兰柏羽医学美 容医院有限公司（简称"四川米兰"）收到国家税务总局成都市税务局稽查局发来的《税务处理决定书》 （成税稽处〔2025〕55号），四川米兰需补缴2021年-2023年所得税1，653.14万元，增值税及附加税 573.95万元，合计2，227.09万元。四川米兰将按照国家税法的相关规定缴纳上述税款及滞纳金或者提供 相应的担保，但同时也拟将依据国家税法的相关规定，切实维护自身合法权益。 （编辑 任世碧） ...

9月4日晚间，朗姿股份（002612）公告，公司全子公司四川米兰柏羽医学美容医院有限公司（简称"四川米兰"）收到国家税务总局成都市税务局稽查局发 来的《税务处理决定书》，四川米兰需补缴2021年～2023年所得税1653.14万元，增值税及附加税573.95万元，合计2227.09万元。 四川米兰补缴税款及滞纳金将计入2025年度当期损益，预计将减少公司2025年度归母净利润约3082.14万元。 朗姿股份表示，公司管理层对上述事项高度重视，将持续加强公司管理工作，组织和加强相关部门及人员的业务培训学习，强化责任和税法意识，切实维 护公司及股东的利益。该事项不会对公司的正常经营产生重大影响。 今年上半年，朗姿股份实现营业收入27.88亿元，同比下降4.30%；实现归母净利润2.74亿元，同比增长64.09%；扣非净利润1.36亿元，同比下降2.70%。 另外，今年上半年，朗姿股份通过二级市场减持若羽臣（003010）部分股票，累计成交金额21704.50万元，扣除成本和相关交易税费后确认投资净收益 16640.58万元，影响当期净利润14144.50万元，占公司最近一个会计年度经审计归属于上市公司股东净利润的 ...

朗姿股份晚间公告，公司全子公司四川米兰柏羽医学美容医院有限公司（简称"四川米兰"）收到国家税 务总局成都市税务局稽查局发来的《税务处理决定书》，四川米兰需补缴2021年—2023年所得税 1653.14万元，增值税及附加税573.95万元，合计2227.09万元。四川米兰补缴税款及滞纳金将计入2025 年度当期损益，预计将减少公司2025年度归属于上市公司股东的净利润约3082.14万元。 （文章来源：第一财经） ...

2025 年 9 月 4 日，朗姿股份有限公司（以下简称"公司"）全子公司四川 米兰柏羽医学美容医院有限公司（以下简称"四川米兰"）收到国家税务总局成 都市税务局稽查局发来的《税务处理决定书》（成税稽处〔2025〕55 号），四 川米兰需补缴 2021 年-2023 年所得税 1,653.14 万元，增值税及附加税 573.95 万 元，合计 2,227.09 万元。 四川米兰将按照国家税法的相关规定缴纳上述税款及滞纳金或者提供相应 的担保，但同时也拟将依据国家税法的相关规定，切实维护自身合法权益。 二、对公司的影响及风险提示 根据《企业会计准则第 28 号——会计政策、会计估计变更和差错更正》， 上述补缴税款的事项不属于前期会计差错，不涉及前期财务数据追溯调整。四川 米兰补缴税款及滞纳金将计入 2025 年度当期损益，预计将减少公司 2025 年度归 属于上市公司股东的净利润约 3,082.14 万元，最终以公司 2025 年度经审计的财 务报表为准。 证券代码：002612 证券简称：朗姿股份 公告编号：2025-052 朗姿股份有限公司 关于子公司需补缴税款事项的公告 本公司及董事会全体成员保证信息披露 ...

朗姿股份公告，子公司四川米兰柏羽医学美容医院有限公司收到国家税务总局成都市税务局稽查局发来 的《税务处理决定书》，需补缴2021年-2023年所得税1653.14万元，增值税及附加税573.95万元，合计 2227.09万元。四川米兰将按照国家税法的相关规定缴纳上述税款及滞纳金或者提供相应的担保，但同 时也拟将依据国家税法的相关规定，切实维护自身合法权益。 ...

| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3876 | 0.46 | 8.86 | -0.21 | | 深证综指 | 2465 | 0.87 | 13.3 | 1.17 | | 风格指数 | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | (％) | | | | | 大盘指数 | 0.46 | 12.01 | 16.66 | | 中盘指数 | 1.28 | 15.6 | 20.48 | | 小盘指数 | 0.8 | 12.63 | 19.92 | | 涨幅居前 行业(％) | 昨日 | 近 1 个月 | 近 6 个月 | | 贵金属 | 8.44 | 20.76 | 49.18 | | 通信设备 | 6.7 | 57.41 | 108.03 | | 综合Ⅱ | 4.27 | 28.33 | 44.1 | | 医疗服务Ⅱ | 4.22 | 10.21 | 35.32 | | 工业金属 | 3.95 | 22.4 ...

Summary of Key Points Core Viewpoint - The latest movements of private equity mogul Ge Weidong have emerged following the disclosure of A-share listed companies' semi-annual reports for 2025, revealing his significant investments in several companies, particularly in the consumer sector. Group 1: Ge Weidong's Holdings - As of the end of Q2 2025, Ge Weidong appeared as a top ten circulating shareholder in six listed companies, with a total holding value of 3.029 billion yuan [1][2] - His notable holdings include Zhener Technology, Zhaoyi Innovation, and Yiyuan Communication, where he maintained his positions without changes [1][2] - He entered the top ten circulating shareholders of Kuaijishan and Lafang Jiahua for the first time, while also increasing his stake in Zhongsheng High-Tech [1][2] Group 2: Lafang Jiahua - Lafang Jiahua has seen a nearly 97% increase in stock price year-to-date, with Ge Weidong holding 1.59 million shares valued at 36 million yuan, making him the eighth largest circulating shareholder [3][4] - The Ge family collectively holds shares in Lafang Jiahua worth 269 million yuan [3] - The company reported a revenue of 410 million yuan in the first half of the year, a decrease of 4.27% year-on-year, and a net profit of 6.36 million yuan, down 82.89% year-on-year [6] Group 3: Kuaijishan - Kuaijishan's stock has surged over 134% this year, with Ge Weidong holding 4.97 million shares valued at 99 million yuan, making him the eighth largest circulating shareholder [7][9] - The company reported a revenue of 817 million yuan in the first half of the year, an increase of 11.03% year-on-year, and a net profit of 93.88 million yuan, up 3.41% year-on-year [8] Group 4: Zhongsheng High-Tech - Ge Weidong reappeared in Zhongsheng High-Tech's top ten circulating shareholders with 1.2 million shares valued at 22 million yuan [12] - The company reported a revenue of 64.42 million yuan in the first half of the year, a decrease of 73.31% year-on-year, but a net profit of 47.01 million yuan, an increase of 376.2% year-on-year [14]

Core Insights - The report highlights a recovery in real estate transactions, with a 33% increase in average transaction area in 30 major cities compared to the previous two weeks, although still lower than historical levels [10] - Manufacturing PMI shows a slight recovery but remains below seasonal expectations, with a production index increase of 0.3 percentage points to 50.8% [14] - The report emphasizes the importance of structural growth over overall economic recovery, focusing on high-growth sectors such as technology manufacturing and consumer goods [19][21] Macro Economic Overview - Real estate transactions are showing signs of recovery, with a narrowing decline in new housing sales compared to previous years [10] - Industrial production remains at a historically high level but has shown marginal decline recently, particularly in the chemical and automotive sectors [7][8] - The demand side for construction materials has turned negative year-on-year, with a notable drop in steel and building materials demand [8] Industry Performance - The report identifies the top-performing sectors, with telecommunications leading at a 5.22% increase, followed by comprehensive and non-ferrous metals sectors [3] - Conversely, the non-bank financial sector and banks have shown declines of -1.28% and -1.03% respectively, indicating potential weaknesses in these areas [4] - The report suggests that sectors like technology manufacturing and consumer goods are experiencing high growth, while real estate and construction are in a bottoming phase [22] Investment Strategy - The report recommends focusing on sectors with high growth potential, particularly in technology manufacturing and consumer goods, while being cautious of sectors like real estate that are still recovering [19][22] - It highlights the importance of identifying industries with improving profit margins and those that are in a recovery phase, such as power equipment and defense [22] Company Updates - Companies like Yongtai Energy and Sanofi are noted for their positive performance, with significant growth contributions and share buybacks [5] - The report also mentions the potential of companies involved in vocational education and eSIM technology, indicating a shift towards international collaboration and domestic production capabilities [39][44]

| 日期 | 2025/8/29 | | --- | --- | | 当前股价(元) | 18.19 | | 一年最高最低(元) | 20.54/12.20 | | 总市值(亿元) | 80.48 | | 流通市值(亿元) | 46.34 | | 总股本(亿股) | 4.42 | | 流通股本(亿股) | 2.55 | | 近 3 个月换手率(%) | 332.94 | 股价走势图 数据来源：聚源 -16% 0% 16% 32% 48% 64% 2024-09 2025-01 2025-05 朗姿股份 沪深300 纺织服饰/服装家纺 朗姿股份（002612.SZ） 2025H1 业绩有所承压，期待医美业务内生外延推进 2025 年 09 月 01 日 投资评级：买入（维持） 相关研究报告 《2024 年公司业绩稳健，医美内生外 延持续推进—公司信息更新报告》 -2025.4.30 《三季度略承压，医美业务版图进一 步扩张 — 公 司 信 息 更 新 报 告 》 -2024.10.27 黄泽鹏（分析师） huangzepeng@kysec.cn 证书编号：S0790519110001 2025H1 营收同比下滑 ...