证券代码：002612 证券简称：朗姿股份 公告编号：2025-059 朗姿股份有限公司 2、公司目前生产经营正常，申东日先生对公司未来发展充满信心。截至本 公告披露日，公司实际控制人申东日先生、申今花女士及其一致行动人质押的股 份不存在平仓风险或被强制过户风险，且本次质押展期行为不会导致公司实际控 制权发生变更。 朗姿股份有限公司（以下简称"公司"）近日接到公司控股股东、实际控制人 申东日先生的函告，获悉其所持有本公司的部分股份质押展期，具体事项如下： 一、股东股份质押展期的基本情况 | 股 | 是否为控 股股东或 | | 占其 | 占公 | 是否 | 是否 | 质押 | 质押 | 质押 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 东 | | 本次质押展 | 所持 | 司总 | | 为补 | | | | | 质押 | | | 第一大股 | | | | 为限 | | 起始 | 原到 | 新到 | 质权人 | | | 名 | 东及其一 | 期数量（股） | 股份 | 股本 | 售股 | 充质 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights the launch of the "Gaode Street Ranking," which aims to reconstruct the trust framework in offline services through real navigation and travel behavior data [23][27] - The report emphasizes the importance of emotional consumption themes and suggests focusing on high-quality companies in high-growth sectors [6][29] Summary by Sections Retail Market Review - The retail industry index closed at 2396.85 points, up 0.85% for the week, underperforming the Shanghai Composite Index, which rose by 1.52% [12][20] - Among retail sub-sectors, the supermarket sector had the highest weekly increase of 4.78%, while the watch and jewelry sector led with a year-to-date increase of 35.68% [14][18] Industry Dynamics - The launch of the "Gaode Street Ranking" is positioned as a significant step for Alibaba to transition from a navigation platform to a comprehensive local service platform, enhancing user experience and trust [23][27] - The ranking system incorporates real user behavior and credit filtering to provide authentic feedback, potentially disrupting the existing "to-store" business landscape dominated by Meituan and Dianping [27][29] Investment Recommendations - Investment Theme 1: Focus on differentiated gold and jewelry brands with deep consumer insights, recommending companies like Laopu Gold and Chaohongji [6][31] - Investment Theme 2: Highlight retail enterprises that adapt to trends and actively explore changes, recommending Yonghui Supermarket and Aiyingshi [6][29] - Investment Theme 3: Emphasize high-quality domestic beauty brands with differentiated capabilities, recommending brands like Maogeping and Pola [6][30] - Investment Theme 4: Focus on differentiated medical beauty product manufacturers, recommending Aimeike and Kedi-B [6][30] Company Performance Highlights - Laopu Gold reported a revenue of 12.354 billion yuan in H1 2025, a year-on-year increase of 250.9%, with a net profit of 2.268 billion yuan, up 285.8% [38][39] - Chaohongji achieved a revenue of 4.102 billion yuan in H1 2025, a 19.5% increase, with a net profit of 331 million yuan, up 44.3% [41][42] - Maogeping reported a revenue of 2.588 billion yuan in H1 2025, a 31.3% increase, with a net profit of 670 million yuan, up 36.1% [31][34]

Core Insights - The traditional apparel industry in A-shares continues to face pressure, with many companies reporting declines in revenue and net profit, indicating a deep adjustment period [1][2][3] Industry Overview - The overall performance of the traditional apparel sector remains under pressure, with many companies experiencing a continuation of the revenue and net profit declines seen in 2024 [1] - The children's clothing segment shows relative stability, with leading company Semir achieving revenue growth, while the women's and men's clothing markets are relatively flat, with significant declines in fashion women's wear [1][4] - The industry is transitioning from "channel scale competition" to "user value competition," as companies increase direct-to-consumer (DTC) store openings while reducing franchise stores [1][6] Company Performance - Semir's revenue reached 6.149 billion yuan, a 3.26% increase, but net profit fell by 41.17% [2] - Taiping Bird's revenue decreased by 7.86% to 2.898 billion yuan, with net profit down 54.61% [2] - Other companies like YOUNGOR, Baoxini, and Qipilang also reported revenue declines, while Haizhu's revenue increased by 1.73% but net profit decreased by 3.42% [2][4] - The children's clothing market is performing better, with 45.9% of consumers indicating increased spending on children's clothing [4] Strategic Shifts - Many companies are focusing on opening flagship stores in key urban areas, moving away from the franchise model to enhance brand experience [5][6] - Taiping Bird is implementing a "super store" strategy, opening large flagship stores to integrate multiple brands [5] - YOUNGOR has strengthened its direct sales channels, with over 95% of sales coming from direct stores [6] Investment Trends - Several apparel companies are showing a preference for investment to boost profits, with Langzi Co. reporting a 64% increase in net profit due to stock sales [7] - Jiuzhou Wang's net profit surged by 248.54%, attributed to gains from financial asset valuations [7] - Baoxini's financial assets increased dramatically by 2072.73%, indicating a shift towards financial investments to offset core business pressures [8]

Group 1 - The announcement details the pledge and release of shares by the controlling shareholder of Langzi Co., Ltd, Mr. Shen Dongri, and his actions regarding the company's shares [1][2] - As of the announcement date, the controlling shareholder and their concerted parties have pledged a portion of their shares, with no shares frozen or marked [1] - The company is currently operating normally, and Mr. Shen expresses confidence in the company's future development, indicating no risk of forced liquidation or transfer of shares [1][3] Group 2 - The announcement includes documents related to the share pledge and release registration proof [2] - The board of directors of Langzi Co., Ltd issued the announcement on September 13, 2025 [3]

Summary of Key Points Core Viewpoint - Langzi Co., Ltd. announced the pledge and release of shares by its controlling shareholder, Shen Dongri, indicating significant movements in shareholding structure and potential implications for the company's financial stability and investor confidence [1] Share Pledge Details - Shen Dongri pledged a total of 7.42% of his holdings, equivalent to 7.6 million shares, and 3.55% of the company's total share capital, which amounts to 810 million shares [1] - At the same time, he released a total of 9.31% of his holdings, which is 9.7 million shares, and 4.45% of the company's total share capital, totaling 1 billion shares [1] - As of the announcement date, the cumulative pledged shares by Shen Dongri reached 37.98 million shares, representing 17.95% of his holdings and 8.58% of the company's total share capital [1]

证券代码：002612 证券简称：朗姿股份 公告编号：2025-058 朗姿股份有限公司 关于公司控股股东股份质押及解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 朗姿股份有限公司（以下简称"公司"）近日接到公司控股股东、实际控制人 申东日先生的函告，获悉其所持有本公司的部分股份质押及解质押，具体事项如 下： 一、股东股份质押及解除质押的基本情况 | 股 | 是否为控 | | 占其 | 占公 | | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 股股东或 | | | | 是否 | | 质押 | 质押 | | | | 东 | 第一大股 | 本次质押数 | 所持 | 司总 | 为限 | 为补 | 起始 | 到期 | 质权人 | 质押 | | 名 | | 量（股） | 股份 | 股本 | | 充质 | | | | 用途 | | | 东及其一 | | | | 售股 | | 日 | 日 | | | | 称 | 致行动人 | | 比例 ...

Core Viewpoint - Langzi Co., Ltd. has shown a mixed performance in stock price and financial results, with a notable increase in net profit despite a slight decline in stock price on September 12, 2023 [1][2]. Financial Performance - As of June 30, 2023, Langzi Co., Ltd. achieved a revenue of 2.788 billion yuan, representing a year-on-year growth of 3.69% [2]. - The net profit attributable to shareholders for the same period was 274 million yuan, marking a significant year-on-year increase of 80.58% [2]. - Cumulative cash dividends since the company's A-share listing amount to 1.4 billion yuan, with 376 million yuan distributed over the past three years [3]. Stock Performance - On September 12, 2023, the stock price of Langzi Co., Ltd. decreased by 2.00%, trading at 18.58 yuan per share, with a total market capitalization of 8.221 billion yuan [1]. - Year-to-date, the stock price has increased by 16.42%, with a 0.43% rise over the last five trading days, 6.66% over the last 20 days, and 12.88% over the last 60 days [1]. Shareholder Information - As of June 30, 2023, the number of shareholders increased to 57,700, a rise of 3.35% from the previous period [2]. - The average number of circulating shares per shareholder is 4,415, which is a decrease of 3.24% compared to the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with changes in their holdings noted [3]. Business Overview - Langzi Co., Ltd. specializes in the design, production, and sales of women's clothing, with a diverse revenue composition including non-surgical medical beauty (41.59%), women's dresses (11.34%), and children's clothing (10.90%) [1]. - The company operates within the textile and apparel industry, specifically in the non-sports clothing segment, and is associated with various concepts such as C2M, cosmetics, and new retail [1].

Group 1 - Company Wuchan Jinyun plans to reduce its shareholding by up to 3%, amounting to a maximum of 6.24 million shares [1] - Company Hualing Steel's shareholder intends to increase its stake by 1% to 2%, acquiring between 6.91 million and 13.8 million shares [1] - Company Zhujiang Co. plans to sell multiple stock assets, potentially generating over 50% of its audited net profit from the previous year [1] Group 2 - Company Dash Smart's actual controller plans to reduce holdings by up to 1.52%, equating to 30.41 million shares [2] - Company Zhendian Medical's controlling shareholder intends to transfer 5% of its shares, totaling 13.32 million shares, at a price of 26.74 yuan per share [2] - Company Dajin Heavy Industry's subsidiary signed a contract worth approximately 1.25 billion yuan for offshore wind power foundations, representing about 33% of its projected revenue for 2024 [4] Group 3 - Company Andy Su received approval for a stock issuance to specific investors [5] - Company Shield Environment plans to invest approximately 5 billion yuan in a new smart manufacturing headquarters project [7] - Company Dongfang Guoxin intends to establish a joint venture with Shunyi Jin Kong with a registered capital of 300 million yuan [8] Group 4 - Company ST Lian Shi signed a pre-restructuring investment agreement with selected investors, with share prices set at 5.65 yuan and 6.73 yuan for different lock-up periods [9][10] - Company Langzi Co. plans to acquire 67.5% of Chongqing Time for 92.475 million yuan [11] - Company Yingli Co. intends to purchase 77.94% of Youte Li for 468 million yuan and raise up to 196 million yuan through a private placement [13] Group 5 - Company Betta Pharmaceuticals plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [14] - Company Hehua Co. intends to transfer control by selling 23.76% of its shares for 632 million yuan [16] - Company Jieshun Technology's shareholder plans to reduce holdings by up to 3%, totaling 1.92 million shares [18] Group 6 - Company Wuyang Zikong's controlling shareholder plans to transfer 15% of its shares, changing the controlling party [19] - Company Zhongliang Kegong plans to reduce its shareholding by up to 3%, amounting to 1.54 million shares [20] - Company Changhua Chemical intends to reduce its shareholding by up to 3%, totaling 417,420 shares [22]

Group 1 - Dongyangguang plans to jointly increase capital in a subsidiary for the acquisition of 100% equity in Qinhuai Data China, with a total investment of 75 billion yuan [2] - Baiyin Nonferrous Metals is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [3] - Beida Pharmaceutical intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange [5] Group 2 - ST Tianmao plans to withdraw its A-share listing and transfer to the National SME Share Transfer System after delisting [5] - Goldwind Technology has approved an investment agreement for a 3GW wind-hydrogen-ammonia integration project in Inner Mongolia, with a total investment of approximately 189.2 billion yuan [6] - Langzi Co. has signed an agreement to acquire 67.5% of Chongqing Milan Baiyu Shiguang Medical Beauty Hospital for 92.475 million yuan [7] Group 3 - Dongfang Guoxin is establishing a joint venture with Beijing Shunyi Financial Holdings to focus on computing power infrastructure and services, with a registered capital of 300 million yuan [8] - ST Hezhong's chairman is under bail pending trial, but the company's operations remain unaffected [9] - Kangzhi Pharmaceutical's major shareholder is transferring 22.758 million shares at a price of 5.34 yuan per share, totaling 122 million yuan [9] Group 4 - Shenzhen Airport reported a passenger throughput of 5.807 million in August, a year-on-year increase of 4.07% [10] - Lin Yang Energy won a bid for a project with a total amount of approximately 244.08 million yuan [11] - Fullpower New Materials received a government subsidy of 20 million yuan, which is expected to positively impact its 2025 profits [14] Group 5 - BYD executives and core personnel collectively increased their holdings by 48.82 million shares, totaling 52.3278 million yuan [16] - Hualing Steel's major shareholder increased its stake by 6.90862 million shares, representing a 1% increase in ownership [16]

Mergers and Acquisitions - Dongyangguang plans to jointly increase capital in Yichang Dongshu No.1 Investment Co., Ltd. with an associated party, with capital increases of 3.5 billion and 4 billion yuan respectively. The company intends to acquire 100% equity of Qinhuai Data's China operations through its wholly-owned subsidiary [1] - Aimeike has completed the acquisition of controlling interest in South Korea's REGEN Biotech, Inc., obtaining 59.5% equity after the completion of the transaction [2] - Longzi Co., Ltd. plans to acquire 67.5% equity of Chongqing Time through a cash payment of 92.475 million yuan [3] Shareholding Changes - Hongbai New Materials' controlling shareholder plans to reduce its stake by up to 3%, which includes a maximum of 6.5 million shares through centralized bidding and 13 million shares through block trading [4] - BYD executives and core personnel collectively increased their holdings by 488,200 shares, with a total investment of 52.3278 million yuan [5] - Sichuan Road and Bridge's controlling shareholder intends to reduce its stake by up to 2%, equating to a maximum of 17.4 million shares [6] Regulatory Issues - Baiyin Nonferrous Metals has received a notice from the China Securities Regulatory Commission regarding an investigation for suspected violations of information disclosure [7] - Huangting International's wholly-owned subsidiary's asset, the Crystal Island International Shopping Center, was put up for auction but ultimately failed to sell [8]