Group 1 - The company Langzi Co., Ltd. announced that its 37th meeting of the fifth board of directors was held on January 16, 2026, via communication and on-site methods [1] - The meeting reviewed documents including a proposal regarding joint investment with related parties and associated transactions [1] Group 2 - The short drama industry has experienced a significant boom, creating 690,000 jobs [1] - Actors who previously worked as delivery personnel have found employment in this sector, reporting decent but exhausting income [1] - The production teams are equipped with emergency medical supplies, indicating the demanding nature of the work, especially for scenes requiring sleep [1]

上述员工持股平台为公司控制的结构化主体，纳入公司合并报表范围。公司 董事会同意公司董事、朗姿医管总经理赵衡先生，公司原监事（公司已取消监事 会）李婷女士，公司副总经理、服装板块总裁常静女士，公司总经理助理、朗姿 医管副总经理兼米兰柏羽事业部总经理朱杨柳先生和公司总经理助理、朗姿医管 副总经理兼晶肤事业部总经理李家平先生因参与上述员工持股平台构成与朗姿 医管共同投资暨关联交易事项。 证券代码：002612 证券简称：朗姿股份 公告编号：2026-004 朗姿股份有限公司 第五届董事会第三十七次会议决议公告 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。 一、董事会会议召开情况 朗姿股份有限公司（以下简称"公司"或"朗姿股份"）第五届董事会第三十七 次会议通知于 2026 年 1 月 13 日以电话、微信等方式发出，于 2026 年 1 月 16 日以通讯及现场会议方式召开。会议由董事长申东日先生主持，会议应出席董事 5 人，实际出席 5 人。本次会议的召开符合《中华人民共和国公司法》《公司章 程》《公司董事会议事规则》的有关规定，合法有效。 二、董事会会议审议情 ...

证券代码：002612 证券简称：朗姿股份 公告编号：2026-005 2026 年 1 月 16 日，公司召开第五届董事会第三十七次会议，审议通过了《关 于与关联人共同投资暨关联交易的议案》，同意公司部分董事、高管及原监事（公 司已取消监事会）因参与上述员工持股平台构成的关联方共同投资暨关联交易事 项（以下简称"共同投资"）。其中，董事赵衡先生对该议案回避表决。具体情 况如下（以下货币单位"元"均指"人民币元"）： 1、截至本公告披露日，公司董事、朗姿医管总经理赵衡先生在过往十二个 月内通过以下员工持股平台投资及退出的共同投资累计发生金额 103.61 万元。 单位：万元 | 员工持股平台名称 | 参与金额 | | 退出金额 | | --- | --- | --- | --- | | 成都姿韵 | | 24.4 | 68.81 | | 成都韵甜 | | 0 | 10.4 | 一、本次交易概述 为了加快落地朗姿股份有限公司（以下简称"公司"或"朗姿股份"）医美 业务的全国布局战略，充分调动管理层和医美业务板块主要骨干员工的积极性， 建立与企业共享、共担的长效激励和约束机制，提升子公司的经营业绩，公司全 资子公 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights the competitive advantage of Qian Dama through its "community small store + daily clearance mechanism + warehouse and cold chain" model, which enhances supply stability and operational efficiency [3][24][35] - The report emphasizes the importance of emotional consumption themes and identifies high-quality companies in high-growth sectors, recommending specific companies across various segments [6][37] Summary by Sections Industry Overview - The retail and social service indices reported a decline of 1.47% and an increase of 1.53% respectively during the week of January 12-16, 2026 [5][13] - The internet e-commerce sector showed the highest growth, with a year-to-date increase of 11.18% [16][19] Company Highlights - Qian Dama has submitted its IPO application to the Hong Kong Stock Exchange, focusing on fresh food retail in the South China market, with a GMV of 9.8 billion yuan in 2024, significantly outperforming its competitors [24][25] - The company operates 2,983 stores, with 2,898 being franchise stores, contributing over 90% of its revenue [25][31] - The report recommends several companies based on their performance and market positioning, including: - Chaohongji, expected to achieve a net profit of 436-533 million yuan in 2025, driven by brand upgrades and channel expansion [39][43] - Meilitiantian Medical Health, projected to see a revenue increase of 28.2% in FY2025H1 [39] - Zhou Dafu, focusing on product structure optimization and store upgrades [39] Investment Themes - Investment Theme 1: Focus on high-end gold and fashion jewelry brands, recommending Chaohongji and Laopu Gold [6][37] - Investment Theme 2: Emphasize retail companies adapting to trends and AI-enabled cross-border e-commerce leaders, recommending Yonghui Supermarket and Aiyingshi [6][37] - Investment Theme 3: Highlight domestic beauty brands that meet emotional value and safety innovation, recommending Maogeping and Pola [6][37] - Investment Theme 4: Focus on differentiated medical beauty product manufacturers and leading medical beauty institutions, recommending Meilitiantian Medical Health and Aimeike [6][37]

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。 本期债券将于2026年01月24日兑付，现将有关事宜公告如下。 一、本期债券基本情况 ■ 二、兑付相关事宜 托管在银行间市场清算所股份有限公司的债券，其兑付资金由发行人在规定时间之前划付至银行间市场 清算所股份有限公司指定的收款账户后，由银行间市场清算所股份有限公司在兑付日划付至债券持有人 指定的银行账户。债券兑付日如遇法定节假日，则划付资金的时间相应顺延。债券持有人资金汇划路径 变更，应在兑付前将新的资金汇划路径及时通知银行间市场清算所股份有限公司。因债券持有人资金汇 划路径变更未及时通知银行间市场清算所股份有限公司而不能及时收到资金的，发行人及银行间市场清 算所股份有限公司不承担由此产生的任何损失。 三、相关机构联系人和联系方式 （一）发行人：朗姿股份 联系人：蒋琼 朗姿股份有限公司（以下简称"朗姿股份"或"公司"）第四届董事会第三十一次会议和2022年第二次临时 股东大会分别审议通过了《关于拟申请注册发行中期票据的议案》，同意公司向中国银行间市场交易商 协会 ...

证券代码：002612 证券简称：朗姿股份 公告编号：2026-003 本期债券将于 2026 年 01 月 24 日兑付，现将有关事宜公告如下。 | 发行人名称 | 朗姿股份 | | --- | --- | | 债项名称 | 朗姿股份有限公司 2024 年度第一期中期票据 | | 债项简称 | 24 朗姿 MTN001 | | 债项代码 | 102400592 | | 发行金额 | 2.20 亿元 | | 起息日 | 2024 年 01 月 24 日 | | 发行期限 | 2 年 | | 债项余额 | 2.20 亿元 | 一、本期债券基本情况 | 偿还类别 | 本息兑付 | | --- | --- | | 本计息期债项利率 | 2.98% | | 本息兑付日 | 2026 年 01 月 24 日（若遇法定节假日，支付日顺延 | | | 至法定节假日后第一个工作日） | | 本期应偿付本息金额 | 2.27 亿元 | | 主承销商 | 浙商银行股份有限公司 | | | 中信证券股份有限公司 | | 存续期管理机构 | 浙商银行股份有限公司 | | 登记托管机构 | 银行间市场清算所股份有限公司 | 朗姿股份有 ...

Core Viewpoint - Langzi Co., Ltd. has experienced fluctuations in stock price and significant changes in financial performance, indicating potential investment opportunities and market dynamics [1][2]. Financial Performance - For the period from January to September 2025, Langzi Co., Ltd. achieved a revenue of 4.328 billion yuan, representing a year-on-year growth of 3.58% [2]. - The net profit attributable to shareholders reached 989 million yuan, showing a substantial year-on-year increase of 372.50% [2]. Stock Market Activity - As of January 15, 2025, Langzi's stock price was 20.11 yuan per share, with a market capitalization of 8.898 billion yuan [1]. - The stock has seen a decline of 1.61% year-to-date, a slight decrease of 0.40% over the last five trading days, but an increase of 5.95% over the last 20 days and 15.57% over the last 60 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 10.93% to 51,400, while the average number of circulating shares per person increased by 12.27% to 4,957 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with slight reductions in their holdings [3]. Business Overview - Langzi Co., Ltd. specializes in the design, production, and sales of women's apparel, with its main revenue sources being non-surgical medical beauty (41.59%), women's dresses (11.34%), and other categories [1]. - The company is categorized under the textile and apparel industry, specifically in non-sports clothing [1].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report highlights the successful IPO of Shaanxi Tourism, which leverages its rich tourism resources and strong operational experience to build competitive advantages through a combination of performance-driven tourism, cable car operations, and dining services [22][24][34] - The report emphasizes the resilience of the cultural tourism industry amid ongoing trends to expand domestic demand and promote consumption, suggesting that Shaanxi Tourism's future growth will be supported by new performance projects and cable car capacity upgrades [36] Summary by Sections Retail and Social Services Market Review - The retail and social services indices rose by 4.23% and 4.71% respectively during the week of January 5 to January 9, 2026, with the Shanghai Composite Index increasing by 3.82% [12][14] - Among the sub-sectors, the supermarket segment showed the highest growth, with an increase of 8.18% year-to-date [15][17] Industry Dynamics: Shaanxi Tourism - Shaanxi Tourism, a leading regional tourism company, successfully listed on the Shanghai Stock Exchange on January 6, 2026, becoming the first A-share listed company of the year [22] - The company reported significant revenue contributions from its tourism performance and cable car operations, with a net profit margin and gross profit margin remaining high post-pandemic [24][27] - Revenue breakdown for the first half of 2025 shows that tourism performance accounted for 60.2%, cable car operations for 35.8%, and dining services for 4.0% [24] Investment Recommendations - The report recommends focusing on high-end gold and fashion jewelry brands, highlighting companies like Chow Tai Fook and Chao Hong Ji, which are expected to benefit from market trends [39] - It also suggests monitoring offline retail companies adapting to market changes and AI-enabled cross-border e-commerce leaders, with specific recommendations for Yonghui Supermarket and Aiying Room [39] - In the cosmetics sector, the report emphasizes brands that capture emotional value and innovate with safe ingredients, recommending companies like Mao Ge Ping and Proya [40]

证券日报网讯 1月9日，朗姿股份发布公告称，截至本公告披露日，公司及控股子公司的担保额度总金 额215600万元，对外担保总余额为117740万元，占公司2024年度经审计净资产的42.24%；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990万元。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36000万元，占公司2024年度 经审计净资产的12.92%。公司及控股子公司无逾期对外担保、无涉及诉讼的对外担保及因担保被判决 败诉而应承担损失的情形。 （编辑 丛可心） ...

朗姿股份有限公司 关于全资子公司为公司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： 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 117,740 万元，占公司 2024 年度经审计净资产 的 42.24%；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 990 万元。 2、公司及其控股子公司对合并报表外单位提供 ...