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：2026-006 沈阳萃华金银珠宝股份有限公司 关于控股股东部分股份被司法冻结的公告 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。 沈阳萃华金银珠宝股份有限公司（以下简称"公司"）于近日收到控股股东 陈思伟提供的《中国证券登记结算有限责任公司投资者证券冻结信息》，并通过 中国证券登记结算有限责任公司深圳分公司系统查询，获悉陈思伟所持有的公司 部分股份被司法冻结。现将具体情况公告如下： 一、本次股东股份被冻结的基本情况 | 股东名称 | 是否为控股股 东或第一大股 东及其一致行 | 冻结股份 数(股) | 占其所持 股份比例 | 占公司总股 本比例 | 起始日 | 到期日 | 冻结执行 人 | 原因 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 动人 | | | | | | | | | 陈思伟 | 是 | 5,940,969 | 19.33% | 2.32% | 2026-01- 30 | 2029- ...

南财智讯2月2日电，萃华珠宝公告，公司股票交易价格于2026年1月29日、1月30日、2月2日连续三个交 易日收盘价格跌幅偏离值累计超过20%，属于股票交易异常波动。经核实，公司前期披露的信息不存在 需要更正、补充之处；近期未发现公共传媒报道可能或已经对公司股票交易价格产生较大影响的未公开 重大信息；公司、控股股东和实际控制人陈思伟先生不存在应披露而未披露的重大事项；陈思伟先生在 股票交易异常波动期间未买卖公司股票；公司不存在违反信息公平披露的情形。 ...

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：2026-009 沈阳萃华金银珠宝股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 沈阳萃华金银珠宝股份有限公司（以下简称"公司"）股票（证券简称：萃华 珠宝，证券代码：002731）交易价格于 2026 年 1 月 29 日、1 月 30 日、2 月 2 日连 续三个交易日收盘价格跌幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》 的有关规定，属于股票交易异常波动。 二、公司关注、核实的相关情况 针对公司股票交易异常波动，公司对有关事项进行了核实，现就有关情况说明 如下： 1、前期披露的信息不存在需要更正、补充之处； 2、近期公司未发现公共传媒报道了可能或已经对本公司股票交易价格产生较 大影响的未公开重大信息； 3、公司、控股股东和实际控制人陈思伟先生不存在关于本公司的应披露而未 披露的重大事项； 4、公司控股股东和实际控制人陈思伟先生在本公司股票交易异常波动期间未 买卖本公司股票； 5、公司不存在违反信息公 ...

Market Overview - The jewelry sector experienced a decline of 5.09% on February 2, with Lai Shen Tong Ling leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Individual Stock Performance - Notable declines in individual stocks include: - Cai Zi Co., Ltd. (605599) closed at 21.75, up 1.07% with a trading volume of 209,800 shares and a turnover of 452 million yuan [1] - Rebecca (600439) closed at 2.76, down 2.13% with a trading volume of 221,800 shares and a turnover of 62.17 million yuan [1] - ST Xin Hua Jin (600735) closed at 6.03, down 2.27% with a trading volume of 140,400 shares and a turnover of 86.16 million yuan [1] - Zhou Dazheng (002867) closed at 12.40, down 2.67% with a trading volume of 224,600 shares and a turnover of 281 million yuan [1] - Fei Ya Da (000026) closed at 15.39, down 2.96% with a trading volume of 51,300 shares and a turnover of 79.98 million yuan [1] - Lao Feng Xiang (600612) closed at 44.15, down 3.88% with a trading volume of 60,900 shares and a turnover of 271 million yuan [1] - Chao Hong Ji (002345) closed at 12.16, down 4.93% with a trading volume of 317,900 shares and a turnover of 390 million yuan [1] - Jin Yi Culture (002721) closed at 3.41, down 5.01% with a trading volume of 1,125,300 shares and a turnover of 390 million yuan [1] - Ming Pai Jewelry (002574) closed at 6.24, down 5.02% with a trading volume of 270,300 shares and a turnover of 171 million yuan [1] - Man Ka Long (300945) closed at 18.54, down 5.17% with a trading volume of 349,900 shares and a turnover of 661 million yuan [1] Capital Flow Analysis - The jewelry sector saw a net outflow of 263 million yuan from institutional investors, while retail investors had a net inflow of 347 million yuan [2] - The capital flow for individual stocks indicates: - Jin Yi Culture (002721) had a net inflow of 8.35 million yuan from retail investors, while institutional investors had a net outflow of 2.16 million yuan [3] - ST Xin Hua Jin (600735) experienced a net outflow of 2.16 million yuan from institutional investors [3] - Chao Hong Ji (002345) had a net inflow of 31.44 million yuan from retail investors despite a net outflow from institutional and speculative investors [3] - Lao Feng Xiang (600612) had a net outflow of 2.71 million yuan from institutional investors [3] - Rebecca (600439) saw a significant net outflow of 11.30 million yuan from institutional investors [3]

2月2日，萃华珠宝大宗交易成交117.97万股，成交额1363.73万元，占当日总成交额的17.14%，成交价11.56元，较市场收盘 价11.56元持平。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2026-02-02 | 002731 | 萃华珠宝 | 11.56 | 117.97 | | 1,363. 国信证券股份有限 | 国信证券股份有限 | | | | | | | | 公司福州五一中路 | 公司福州五一中路 | | | | | | | | 证券营业部 | 证券营业部 | ...

Summary of the Conference Call on the Gold and Jewelry Industry Industry Overview - The focus is on the gold and jewelry industry, particularly the investment opportunities amidst fluctuating gold prices [1][2][3]. Key Points and Arguments 1. **Impact of Gold Price Decline** - The recent drop in gold prices does not affect the long-term logic of the gold and jewelry sector. The business model relies on brand fees linked to annual sales, which provides a stable cash flow that is not significantly impacted by short-term gold price fluctuations [1]. 2. **Gold Price Trends** - The gold price in Shanghai reached a high of 800 yuan in April 2025 and 1250 yuan in January 2026, before falling to approximately 1050 yuan at the end of January 2026. As long as the price does not drop below 800 yuan, the long-term fundamentals of the gold and jewelry market remain intact, presenting potential buying opportunities during price volatility [1]. 3. **Direct Sales vs. Franchise Models** - Direct sales companies such as Cai Bai Co., Lao Pu Gold, Liufu Group, and Chow Sang Sang are more directly affected by gold price changes, with short-term sales impacting profits. For instance, Cai Bai Co.'s performance forecast for 2025 exceeded expectations due to the gold price being 995 yuan at the end of 2025 [1]. - Franchise models like Chow Tai Fook, Chow Tai Sheng, Lao Feng Xiang, and others typically reflect consumer demand recovery after gold price changes, which may take 3-5 quarters. Currently, these franchise companies are at lower stock price levels, indicating more certain investment opportunities [2]. 4. **Comparison with Gold Mining Companies** - Gold jewelry companies have significantly better cash flow compared to gold mining companies. For example, the dividend payout ratios since listing are 88% for Chow Tai Fook, 58% for Chow Tai Sheng, and 60% for Cai Bai Co., while mining companies like Shandong Gold, Chifeng Gold, and Hunan Gold have much lower ratios of 21%, 5%, and 19% respectively [2]. - There is a time lag in stock price reactions; gold mining stocks respond immediately to gold price increases, while jewelry companies show delayed responses [2]. 5. **Market Reactions and Opportunities** - The recent drop in gold prices may lead to panic selling in the market. However, the long-term business model advantages remain unchanged, and adjustments in stock prices may present buying opportunities. Companies in the direct sales model are expected to benefit if gold prices do not fall significantly below 1000 yuan [2][3]. 6. **Franchise Model Resilience** - Franchise brands will also benefit as long as gold prices do not drop below 800 yuan, with gradual performance improvements expected even in a fluctuating market [3]. Additional Important Insights - The analysis emphasizes the resilience of the gold and jewelry sector against short-term price fluctuations and highlights the importance of understanding different business models within the industry for investment decisions [1][2][3].

截至2026年1月30日收盘，萃华珠宝(002731)报收于12.84元，下跌10.02%，已连续跌停2天，换手率 9.66%，成交量22.18万手，成交额2.85亿元。 当日关注点 交易信息汇总 股价提醒 1月30日萃华珠宝（002731）收盘报12.84元，跌停，当日成交2217.91万元。该股已连续2日下跌，近5个 交易日中有2日跌幅超过5%。前10个交易日主力资金累计净流入4366.32万元，期间股价累计上涨 0.85%。 资金流向 1月30日主力资金净流出828.23万元，游资资金净流出972.94万元，散户资金净流入1801.16万元。 业绩披露要点 业绩预告 萃华珠宝发布业绩预告，预计2025年全年每股收益盈利0.08元至0.12元；归属净利润盈利2100万元至 3100万元，较上年同期下降85.69%至90.31%；扣除非经常性损益后的净利润为1.62亿元至2.42亿元，同 比增长154.81%至280.64%。业绩变动主要受黄金行情上涨带动珠宝板块增长、锂盐板块扭亏为盈，以 及商誉减少和业绩承诺事项确认影响。预告数据未经审计，最终以注册会计师审计结果为准。 董秘最新回复 投资者： 您好，黄金 ...

证券日报网讯 1月30日，萃华珠宝在互动平台回答投资者提问时表示，关于逾期借款相关事宜，公司将 严格依照相关法律法规及监管要求，通过指定信息披露媒体发布正式公告。 （文章来源：证券日报） ...

证券日报网讯1月30日，萃华珠宝（002731）在互动平台回答投资者提问时表示，公司严格按照相关法 律法规及监管要求，履行信息披露义务。有关公司经营的相关情况，敬请关注公司在指定信息披露媒体 发布的正式公告。请广大投资者理性投资，注意风险。 ...

对于一家去年上半年黄金存货高达29.81亿元、去年三季度净利润增长48.97%的企业来说，这一消息令市场错愕。公告后萃华珠宝股价应声连续两个跌停， 这表明投资者正"用脚投票"，表达对这家公司财务健康状况的担忧。 每经记者｜闫峰峰 每经编辑｜吴永久 萃华珠宝的债权人这个春节可能将过得并不安心。萃华珠宝近日公告称，公司及子公司借款逾期本金达2.34亿元。逾期涉及交通银行、浦发银行、广发银 行、中国银行、兴业银行和浙商银行等六家金融机构。 《每日经济新闻》记者发现，近年来虽然萃华珠宝净利润表现较好，但公司经营活动产生的净现金流却相对较少。同时，公司存在大额的短期借款，但账 上的货币资金却远不及短期借款规模。 萃华珠宝1月28日晚发布公告称，公司及子公司深圳市萃华珠宝首饰有限公司（以下简称深圳萃华）由于部分流动资金紧张，出现部分借款未能如期偿还 的情形。截至本公告披露日，公司及深圳萃华在银行等融资机构的借款逾期本金为2.34亿元。 在公告中，萃华珠宝详细列出了逾期债务明细。涉及的债权人包括交通银行股份有限公司辽宁省分行、上海浦东发展银行股份有限公司沈阳分行、广发银 行股份有限公司沈阳分行、中国银行股份有限公司深圳东部 ...