风险提示：股市有风险，投资需谨慎。 公司境外控股子公司阿卡邦2025年半年度报告显示，其净利润为2877万元，同比下降13.29%。营业收 入4.52亿元，同比下降3.27%。利润下滑主要由于自营店铺增加导致商场费用上升，以及汇率变化影 响。 截至2025年8月14日15时，朗姿股份股价报17.21元，较前一交易日下跌0.54元，跌幅3.04%。当日开盘 价为17.75元，最高触及17.78元，最低下探至17.20元，成交量为94110手，成交金额达1.65亿元。 8月14日主力资金净流出4059.90万元，占流通市值0.93%。近五个交易日累计净流出7755.09万元，占流 通市值1.77%。 朗姿股份主营业务涵盖服装设计、生产和销售，同时涉及医疗美容服务等业务领域。公司旗下拥有多个 自主品牌，并通过境外子公司阿卡邦开展业务。 来源:金融界 ...

朗姿股份有限公司 关于境外控股子公司发布2025年半年度报告的提示性公告 本公司及董事会全体人员保证公告信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 朗姿股份有限公司（以下简称"公司"）境外控股子公司株式会社阿卡邦 （韩国KOSDAQ上市公司，证券代码："013990"，以下简称"阿卡邦"）于2025 年8月13日发布了2025年半年度报告，经公司财务管理中心按中国企业会计准则 和公司会计政策调整后，主要财务数据如下： 证券代码：002612 证券简称：朗姿股份 公告编号：2025-045 | | | | | | 单位：人民币万元 | | | --- | --- | --- | --- | --- | --- | --- | | 项目 | 2025 | 年半年度 | 2024 | 年半年度 | 增减率 | | | 营业收入 | | 45,200.47 | | 46,730.39 | -3.27% | | | 营业利润 | | 3,618.34 | | 4,652.06 | -22.22% | | | 利润总额 | | 3,876.20 | | 4,654.47 | -16.72% ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights the emergence of differentiated membership stores, such as the WS Jiangtun membership store launched by Wushang Group in Wuhan, which focuses on unique products and services [5][24] - The report emphasizes the importance of emotional consumption themes and recommends high-quality companies in sectors like gold jewelry, offline retail, cosmetics, and medical aesthetics [8][29] Summary by Sections Retail Market Review - The retail industry index reported a decline of 0.38% for the week of August 4 to August 8, 2025, underperforming the Shanghai Composite Index, which increased by 2.11% [14][21] - The jewelry sector showed the highest growth among retail sub-sectors, with a weekly increase of 6.07% and a year-to-date increase of 32.99% [16][19] Retail Insights - Wushang Group's WS Jiangtun membership store adopts a "paid membership + selected products" model, aiming to provide a differentiated shopping experience [5][24] - The store features a dual membership structure with basic and diamond tiers, enhancing customer engagement and loyalty [25] Investment Recommendations - Focus on gold jewelry brands with differentiated product offerings and consumer insights, recommending companies like Laopu Gold and Chaohongji [8][29] - Highlight the potential of offline retail companies that adapt to consumer trends, recommending Yonghui Supermarket and Aiyingshi [8][29] - Emphasize the growth of domestic cosmetics brands, recommending companies like Maogeping and Pola [8][29] - Suggest investment in medical aesthetics firms with differentiated product lines, recommending Aimeike and Kedi-B [8][29] Company Performance Highlights - Laopu Gold achieved a revenue of 8.506 billion yuan in FY2024, with a net profit increase of 253.9% [31][36] - Yonghui Supermarket reported a revenue of 17.479 billion yuan in Q1 2025, with a significant decline in net profit [31] - Chaohongji's Q1 2025 revenue increased by 25.4%, driven by its focus on fashion jewelry [43]

Core Viewpoint - The company is progressing as planned with the product development and production capacity testing of Langxi Ziyan, which is expected to be launched in the market after successful completion [2]. Group 1 - Investors inquired about the production timeline for Langxi Ziyan and its supply targets, questioning whether it would serve only Langzi's medical beauty hospitals or also other entities outside its ecosystem [2]. - Langzi Co., Ltd. confirmed that the product development and production capacity testing for Langxi Ziyan are proceeding in an orderly manner as scheduled [2].

Group 1 - The stock price of Langzi Co., Ltd. on August 6 was 17.78 yuan, a decrease of 0.03 yuan or 0.17% from the previous trading day [1] - The trading volume on that day was 53,422 hands, with a transaction amount of 95 million yuan [1] - The company’s main business includes clothing design, production, and sales, as well as involvement in medical beauty and cosmetics [1] Group 2 - As a listed company in Beijing, Langzi Co., Ltd. holds a certain influence in the textile and apparel industry [1] - On August 6, the net outflow of main funds for Langzi Co., Ltd. was 14.4672 million yuan, with a cumulative net outflow of 39.0282 million yuan over the past five trading days [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 特别提示： 1、朗姿股份有限公司（以下简称"朗姿股份"或"公司"）第五届董事会第二十九次会议和2024年度股东 大会分别审议通过了《关于2025年度对外担保额度的议案》，同意2025年度公司及其控股子公司的对外 担保总额不超过30.50亿元（以下除非特别注明，所称"元"均指"人民币元"），其中对资产负债率未超 过70%的控股子公司担保额度为24.00亿元，对资产负债率超过70%的控股子公司担保额度为6.50亿元。 该担保额度的有效期自公司2024年度股东大会审议批准本议案之日起至2025年度股东大会召开之日止。 截至本公告披露日，公司及控股子公司对外担保总余额为116,716万元，占公司2024年度经审计净资产 的41.87%；其中，实际被担保方北京莱茵服装有限公司资产负债率超过70%，公司对资产负债率超过 70%的控股子公司担保余额为1,000万元。 2、公司及其控股子公司对合并报表外单位提供的担保总余额为36,000万元，占公司2024年度经审计净 资产的12 ...

Core Viewpoint - The announcement details the approval of a guarantee framework for 2025, allowing the company and its subsidiaries to provide external guarantees totaling up to 3.05 billion RMB, with specific allocations based on the subsidiaries' debt ratios [2]. Summary by Sections 1. Guarantee Overview - The company has approved a total external guarantee limit of 3.05 billion RMB for 2025, with 2.4 billion RMB allocated for subsidiaries with a debt ratio not exceeding 70% and 650 million RMB for those exceeding 70% [2]. - As of the announcement date, the total external guarantee balance is 1.16716 billion RMB, representing 41.87% of the company's audited net assets for 2024 [2][14]. 2. Guarantee Details - The company provides a maximum joint liability guarantee of 160 million RMB for its subsidiary, Beijing Medical Management Co., Ltd. (Beijing Medical), which is borrowing from Hangzhou Bank [5]. - Beijing Medical also provides a joint liability guarantee for the company’s borrowing of 30 million RMB from Shanghai Pudong Development Bank [6]. 3. Financial Data - Beijing Medical has a registered capital of 1 billion RMB and was established on August 31, 2022 [8]. - The company has a registered capital of approximately 442.45 million RMB and was founded on November 9, 2006 [8]. 4. Guarantee Agreements - The guarantee for Beijing Medical's loan includes a maximum guarantee amount of 176 million RMB, covering all principal, interest, penalties, and related costs [9]. - The guarantee for the company's loan from Shanghai Pudong Development Bank has a maximum amount of 30 million RMB, covering similar costs as the previous agreement [10][11]. 5. Board Opinion - The board believes that the mutual guarantees between the company and its subsidiary will support business development and enhance operational stability without negatively impacting the company or its shareholders [12]. 6. Related Transactions - From January 1 to June 30, 2025, the company engaged in related transactions totaling approximately 54.62 million RMB with its actual controller and related parties [13]. 7. Guarantee Status - The company has no overdue guarantees or guarantees involved in litigation, ensuring a stable financial position [3][14].

证券代码：002612 证券简称：朗姿股份 公告编号：2025-044 朗姿股份有限公司 关于公司和全资子公司融资相互提供担保并接受关联方担保的 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。 特别提示： 第二十九次会议和 2024 年度股东大会分别审议通过了《关于 2025 年度对外担保 额度的议案》，同意 2025 年度公司及其控股子公司的对外担保总额不超过 30.50 亿元（以下除非特别注明，所称"元"均指"人民币元"），其中对资产负债率 未超过 70%的控股子公司担保额度为 24.00 亿元，对资产负债率超过 70%的控股 子公司担保额度为 6.50 亿元。该担保额度的有效期自公司 2024 年度股东大会审 议批准本议案之日起至 2025 年度股东大会召开之日止。截至本公告披露日，公 司及控股子公司对外担保总余额为 116,716 万元，占公司 2024 年度经审计净资 产的 41.87%；其中，实际被担保方北京莱茵服装有限公司资产负债率超过 70%， 公司对资产负债率超过 70%的控股子公司担保余额为 1,000 万元。 占公司 2024 年度 ...

Core Viewpoint - Langzi Co., Ltd. has been actively seeking bank loans to support its daily operational cash flow, indicating a focus on maintaining liquidity amid its expansion in the medical aesthetics sector [2][3]. Group 1: Loan Applications - On August 5, Langzi Co., Ltd. announced a loan application of 160 million yuan from Hangzhou Bank, following a previous application for 10 million yuan and 1 million yuan from other banks, totaling 360 million yuan in loans applied for within 40 days [2]. - Since 2025, Langzi has issued 15 announcements related to loan guarantees, including applications for bank credit lines and working capital loans, with a total borrowing amount of 232 million yuan in 2024 alone [2]. Group 2: Purpose of Loans - The company stated that the recent bank loans are primarily for daily operational cash flow, including employee salaries and supplier payments, with some funds potentially allocated for acquisition loans [3]. - The company has set a total external guarantee limit of 3.05 billion yuan for 2025, with different limits based on the subsidiaries' debt ratios [3]. Group 3: Financial Health - As of August 5, 2025, Langzi's total external guarantee balance is approximately 1.17 billion yuan, with 10 million yuan guaranteed for subsidiaries with a debt ratio exceeding 70% [4]. - The company has seven subsidiaries in the medical aesthetics sector with debt ratios above 70%, the highest being Chengdu Gaoxin Milan Baiyu Medical Aesthetic Hospital at 133.08% [4]. Group 4: Business Performance - Langzi Co., Ltd. transitioned into the medical aesthetics sector in 2016 and currently operates multiple brands across various cities, contributing significantly to its revenue [5]. - From 2022 to 2024, the company's debt ratio increased from 49.1% to 57.4%, with 2024 revenues reported at 5.691 billion yuan, a slight decrease of 0.24% year-on-year, while net profit increased by 1.38% to 257 million yuan [5]. - The medical aesthetics business generated 2.78 billion yuan in revenue in 2024, accounting for approximately 49% of the company's total revenue, with a 3.47% year-on-year growth [5].

Revenue Composition - In 2024, the revenue composition of Langzi Co., Ltd. is as follows: Medical Aesthetics accounts for 48.92%, Fashion Women's Wear accounts for 33.83%, Green Baby Products accounts for 16.19%, and Other Businesses account for 1.06% [1] Guarantee and Debt Information - As of the announcement date, the total guarantee amount for the company and its subsidiaries is 1.828 billion yuan, with an external guarantee balance of approximately 1.167 billion yuan, which represents 41.87% of the company's audited net assets for 2024 [3] - The actual guaranteed party, Beijing Rhine Clothing Co., Ltd., has a debt-to-asset ratio exceeding 70%, and the company has a guarantee balance of 10 million yuan for subsidiaries with a debt-to-asset ratio over 70% [3] - The total guarantee balance provided by the company and its subsidiaries to entities outside the consolidated financial statements is 360 million yuan, accounting for 12.92% of the company's audited net assets for 2024 [3]