根据市场公开信息及7月29日披露的机构调研信息，知名私募观富资产近期对1家上市公司进行了调研， 相关名单如下： 观富（北京）资产管理有限公司，成立于2015年。观富资产恪守逆向思维，信仰均值回归，精通价值评 估，于市场和行业噪音中遴选优质投资标的，为投资者贡献安心安全的投资选择。观富资产由中国基金 业首批开放式基金经理带队，公司所有合伙人均在"老10家"公募基金公司长期担任研究、投资部门的重 要管理职务， 以大型资产管理平台的视角，亲历资本市场多年起落，将严谨的风险管理体系和完善的 投资管理流程作为立足之本，为投资者创造风险调整后的长期超额收益。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 个股亮点：公司打造了备受消费者欢迎的"故宫IP"、"非遗"、"国潮"、"跨界"等系列珠宝产品；公司针 对婴童市场推出的天使之礼、时尚IP等时尚珠宝产品系列 机构简介： 1）萃华珠宝 （观富资产参与公司现场参观&电话会议） ...

根据市场公开信息及7月29日披露的机构调研信息，知名私募红荔湾投资近期对1家上市公司进行了调 研，相关名单如下： 1）萃华珠宝 （红荔湾投资参与公司现场参观&电话会议） 个股亮点：公司打造了备受消费者欢迎的"故宫IP"、"非遗"、"国潮"、"跨界"等系列珠宝产品；公司针 对婴童市场推出的天使之礼、时尚IP等时尚珠宝产品系列 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

风险提示：市场波动风险，行业竞争加剧，文化消费需求不及预期。 近期公司动态显示，萃华珠宝于7月25日至8月10日在沈阳举办"百年传奇"非遗花丝珍宝展，展出130件 国宝级艺术珍品，强化品牌文化属性。此外，公司推出"百年喜饰"系列产品，覆盖婚庆、家传等消费场 景，深化传统文化与现代设计的融合。7月28日，公司获11家基金机构调研，市场关注度有所提升。 资金方面，7月29日主力资金净流出212.37万元，占流通市值比例为0.07%。 截至2025年7月29日收盘，萃华珠宝股价报12.97元，较前一交易日下跌0.54%，成交额0.90亿元。 萃华珠宝主营业务为珠宝首饰的设计、生产与销售，公司以高端奢侈品为定位，依托非遗工艺和文化IP 打造差异化产品。 ...

Core Viewpoint - The company has launched a new cultural jewelry series called "Centennial Joy Jewelry," which integrates traditional Chinese culture with contemporary design aesthetics [1] Group 1: Product Innovation - The "Centennial Joy Jewelry" series is deeply rooted in Chinese joy culture, family culture, and gift culture, showcasing a blend of national trends, Palace Museum cultural IP, and intangible cultural heritage craftsmanship [1] - The product line features five thematic series: "Emotional Gifts, Engagement Gifts, Wedding Gifts, Congratulatory Gifts, and Inheritance Gifts," covering significant life milestones from romance to family legacy [1] Group 2: Consumer Experience - Each piece in the collection embodies rich emotional value and cultural connotation, aiming to create a jewelry experience that resonates emotionally and culturally with consumers [1]

Group 1 - On July 28, a total of 13 companies were investigated by institutions, with 9 companies being surveyed by funds, indicating a strong interest in these firms [1] - Among the surveyed companies, Shenghong Technology received the most attention, with 31 funds participating in its investigation, while Cuihua Jewelry and Maidi Technology were investigated by 11 and 10 funds respectively [1] - The surveyed companies included 3 from the Shenzhen Main Board, 5 from the ChiNext, and 1 from the Shanghai Main Board [1] Group 2 - The total market capitalization of the surveyed companies included 1 company with a market cap over 500 billion, and Shenghong Technology had a market cap exceeding 1 trillion [1] - In terms of market performance, 3 out of the surveyed stocks increased in value over the past 5 days, with Shenghong Technology leading at a rise of 15.79%, followed by Hengshuai Co. and Fengmao Co. with increases of 7.14% and 4.62% respectively [1] - Conversely, 6 stocks experienced declines, with Maidi Technology, Zhongmi Holdings, and Cuihua Jewelry seeing drops of 5.65%, 3.46%, and 0.76% respectively [1] Group 3 - Among the surveyed stocks, 4 experienced net capital inflows over the past 5 days, with Shenghong Technology attracting 1.014 billion yuan, the highest among them [2] - Other companies with significant net inflows included Hengshuai Co. and Cuihua Jewelry, with inflows of 36.95 million yuan and 19.90 million yuan respectively [2] - In terms of performance forecasts, only one company provided a half-year earnings forecast, with Maidi Technology expecting a net profit of 26 million yuan, reflecting a year-on-year increase of 134.06% [2]

Group 1: Investor Relations Activities - A total of 38 investors participated in the investor relations activities, including representatives from major securities and asset management firms [1] - The activities included a site visit and a telephone conference [1][2] Group 2: Exhibition Overview - The "Centennial Legend" and "Tribute to the 400th Anniversary of the Shenyang Palace Museum" exhibition took place from July 25 to August 10, 2025, featuring 130 national-level art treasures [2] - The exhibition was organized by the Beijing Intangible Cultural Heritage Development Foundation and supported by the Shenyang Palace Museum, enhancing brand authority and cultural recognition [2] Group 3: Brand Positioning and Development - "Cuihua Jewelry" is positioned as a high-end luxury brand, focusing on craftsmanship and culture, with a core product structure centered around the "National Master Series" [3] - The brand is undergoing a 2.0 upgrade, emphasizing "Daya" aesthetics and collaborating with design teams to reshape Chinese cultural sophistication [3] Group 4: Product Offerings - The "Hundred Years of Joy" cultural jewelry series explores Chinese joy culture and integrates contemporary design aesthetics, covering five major themes related to significant life events [4] - The company has developed a diverse range of gold products based on ancient goldsmithing techniques, including daily wear and collectible items [5][6]

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。 沈阳萃华金银珠宝股份有限公司 证券代码：002731 证券简称：萃华珠宝 公告编号：2025-051 沈阳萃华金银珠宝股份有限公司 关于为控股孙公司提供担保的公告 特别提示： 沈阳萃华金银珠宝股份有限公司对子公司担保金额超过最近一期经审计净资 产 50%，敬请投资者注意相关风险。 一、担保情况概述 1、担保事项： 沈阳萃华金银珠宝股份有限公司（以下简称"公司"或"本公司"）控股孙 公司湖北磷氟锂业有限公司（以下简称为"磷氟锂业"）为经营需要分别向汉口 银行股份有限公司宜昌分行和中国光大银行股份有限公司宜昌分行申请授信，授 信额度分别为贰仟万元人民币与叁仟万元人民币，并由公司对上述授信以本金人 民币壹仟零贰拾万元和本金壹仟伍佰叁拾万元及与该本金相关的利息、违约金、 损害赔偿及有关费用为限提供连带责任担保。 2、审议程序 2024 年 12 月 11 日，公司第六届董事会第八次会议审议通过《关于公司为子 公司 2025 年度申请综合授信额度提供担保的议案》； 2024 年 12 月 30 日，公司 2024 年第五次 ...

沈阳萃华金银珠宝股份有限公司 全资子公司萃华贸易与金银珠宝业务生产经营相关的资产、负债、净资产， 以 2024 年 12 月 31 日为基准日划转至全资子公司萃华有限。具体划转金额：资 产 总 计 16,892,961.15 元 ， 负 债 总 计 13,439,974.78 元 ， 净 资 产 总 计 3,452,986.37 元。具体情况如下： 沈阳萃华金银珠宝股份有限公司 关于将全资子公司沈阳萃华珠宝贸易有限公司部分 业务划转至全资子公司沈阳萃华珠宝有限公司的进展公告 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、资产划转情况概述 为进一步优化公司管理和业务架构，提高公司经营管理效率，实现公司资源 优化配置，沈阳萃华金银珠宝股份有限公司（以下简称"公司"）于 2025 年 3 月 28 日召开第六届董事会 2025 年第二次临时会议和第六届监事会 2025 年第二 次临时会议、并于 2025 年 4 月 14 日召开 2025 年第二次临时股东大会，审议通 过了《关于将全资子公司沈阳萃华珠宝贸易有限公司部分业务划转至全资子公司 沈阳萃华珠宝有限公司 ...

Overview - The company, Shenyang Cuihua Gold and Silver Jewelry Co., Ltd., plans to apply for a comprehensive credit line of RMB 195 million from Bank of Communications, with guarantees provided by its wholly-owned subsidiaries [1][2]. Group 1: Guarantee Situation - The guarantee will be provided by subsidiaries including Shenyang Cuihua Jewelry Co., Ltd., Shenzhen Cuihua Jewelry Co., Ltd., Cuihua Ting (Beijing) Jewelry Co., Ltd., and Shenyang Xinhua Feng Industrial Co., Ltd. [1][2]. - The internal procedures for the guarantee have been approved by the subsidiaries, and there is no need for further approval from the company's board or shareholders [1][2]. Group 2: Financial Data - As of December 31, 2024, the company's total assets were RMB 3.463 billion, with total liabilities of RMB 2.244 billion, including bank loans totaling RMB 878 million [1]. - For the first quarter of 2025, the company reported total assets of RMB 3.413 billion and total liabilities of RMB 2.196 billion, with bank loans of RMB 841 million [1]. - The company's net profit for the year 2024 was RMB 196.74 million, while for the first quarter of 2025, it reported a net loss of RMB 1.60 million [1]. Group 3: Impact of Guarantee - The risk associated with the guarantee provided by the wholly-owned subsidiaries is controllable, and it is expected to enhance the company's financing capacity, meeting operational funding needs [2]. - The guarantee aligns with the overall interests of the company and does not harm the interests of the company or its shareholders [2].

沈阳萃华金银珠宝股份有限公司 沈阳萃华金银珠宝股份有限公司 关于全资子公司为公司提供担保的公告 证券代码：002731 证券简称：萃华珠宝 公告编号：2025-049 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、担保情况概述 1、担保事项 沈阳萃华金银珠宝股份有限公司（以下简称"公司"）为满足公司经营发展 需要，拟向交通银行股份有限公司辽宁省分行申请人民币 1.95 亿元的综合授信额 度，由全资子公司沈阳萃华珠宝有限公司（以下简称"萃华有限"）、深圳市萃 华珠宝首饰有限公司（以下简称"深圳萃华"）、萃华廷(北京)珠宝有限公司（以 下简称"萃华廷"）、沈阳新华峰实业有限公司（以下简称"新华峰"）提供连 带保证责任担保，具体以实际签订的保证合同为准。 2、审议程序 根据《深圳证券交易所上市公司自律监管指引第 1 号--主板上市公司规范运 作》等有关规定，接受担保事项已经萃华有限、深圳萃华、萃华廷、新华峰内部 程序审议通过，无需再提交公司董事会、股东大会审议。 二、被担保人基本情况 公司名称：沈阳萃华金银珠宝股份有限公司 统一社会信用代码：912101001 ...