证券代码：002875 证券简称：安奈儿 公告编号：2025-046 深圳市安奈儿股份有限公司 关于部分股票期权注销完成的公告 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、本次注销深圳市安奈儿股份有限公司（以下简称"公司"）2023 年股票 期权激励计划中部分已授予但尚未行权的股票期权合计 3,499,720 份，涉及激励 对象 53 人。 2、截至本公告披露日，上述股票期权已在中国证券登记结算有限责任公司 深圳分公司完成注销手续。 一、2023 年股票期权激励计划已履行的相关程序 （六）2023 年 9 月 27 日，公司召开第四届董事会第六次会议和第四届监事 会第六次会议，审议通过了《关于向激励对象预留授予股票期权的议案》，公司 独立董事对此发表了独立意见，监事会对此发表了核查意见，律师事务所出具相 应法律意见书。详细内容见巨潮资讯网（http://www.cninfo.com.cn）2023 年 9 月 28 日公告。 （七）公司对本次激励计划预留授予的激励对象的姓名和职务进行了内部公 示，公示时间为 2023 年 9 月 28 日至 ...

Market Overview - The apparel and home textile sector increased by 0.28% compared to the previous trading day, with Annier leading the gains [1] - The Shanghai Composite Index closed at 3826.84, up 0.38%, while the Shenzhen Component Index closed at 12666.84, up 0.61% [1] Top Gainers - Annier (002875) closed at 17.38, up 5.33% with a trading volume of 120,300 shares and a turnover of 208 million yuan [1] - Zhongwang Fabric (605003) closed at 24.34, up 5.14% with a trading volume of 27,600 shares and a turnover of 65.9 million yuan [1] - ST Bucai (002569) closed at 9.65, up 5.01% with a trading volume of 5,853 shares and a turnover of 5.65 million yuan [1] Top Losers - Anzheng Fashion (603839) closed at 10.32, down 10.03% with a trading volume of 643,200 shares and a turnover of 688 million yuan [2] - ST Erya (600107) closed at 6.32, down 4.96% with a trading volume of 167,600 shares and a turnover of 107 million yuan [2] - Taihu Snow (838262) closed at 28.85, down 3.99% with a trading volume of 38,500 shares and a turnover of 112 million yuan [2] Capital Flow - The apparel and home textile sector experienced a net outflow of 298 million yuan from institutional investors, while retail investors saw a net inflow of 367 million yuan [2][3] - Major stocks like Mebon Apparel (002269) had a net outflow of 71.09 million yuan from institutional investors, while Red Bean Shares (600400) had a net inflow of 33.64 million yuan [3]

Group 1: Company Performance - Biyinlefen's revenue increased by 8.63% to 2.103 billion yuan, while net profit decreased by 13.56% to 414 million yuan in the first half of 2025 [2] - Dazzle Fashion's revenue decreased by 5.55% to 1.067 billion yuan, and net profit fell by 23.54% to 170 million yuan in the first half of 2025 [6] - Ge Li Si Group's revenue decreased by 5.28% to 1.371 billion yuan, but net profit increased by 45.27% to 85.06 million yuan in the first half of 2025 [8] - Seven Wolves' revenue decreased by 5.93% to 1.375 billion yuan, and net profit decreased by 13.93% to 160 million yuan in the first half of 2025 [12] - Anner's revenue decreased by 23.47% to 263 million yuan, with a narrowed net loss of 28.7 million yuan in the first half of 2025 [18] Group 2: Industry Trends - The overall retail sales growth of social consumer goods in China continued to narrow, with clothing and footwear retail sales only slightly increasing by 0.3% [4] - The online retail sales of wearable goods grew by only 1.4%, indicating a slowdown in consumer spending [4] - Many domestic clothing companies are facing challenges such as aging brands, declining channel efficiency, and high inventory levels, leading to a general decline in net profits [4] - The apparel industry saw a total revenue decline of 1.43% and a profit decline of 12.92% among large-scale enterprises in the first half of 2025 [18]

国联民生证券承销保荐有限公司 关于 深圳市安奈儿股份有限公司 详式权益变动报告书 之 2 | | | 3 声明 2025 年二季度持续督导意见 财务顾问 二零二五年九月 | | | | 声明. | | --- | | 一、上市公司权益变动情况及标的股份过户情况………………………………………7 | | (一) 权益变动情况. | | (二) 本次权益变动公告情况 | | (三) 标的股份过户情况… | | (四)财务顾问核查意见 | | 二、收购人及上市公司依法规范运作情况 . | | 三、收购人履行公开承诺情况… | | 四、收购人协议收购完成后的后续计划落实情况 . | | (一) 对上市公司主营业务的调整计划… | | (二)对上市公司或其子公司的资产、业务处置或重组计划………………9 | | (三)对上市公司现任董事会或高级管理人员的变更计划 | | (四)对上市公司章程条款进行修改的计划 | | (五)对上市公司现有员工聘用计划作重大变动的计划. | | (六) 对上市公司分红政策进行调整的计划……………………………………………… 11 | | (七) 其他对上市公司业务和组织结构有重大影响的计划 1 ...

Core Viewpoint - Anner's financial report for the first half of 2025 shows a narrowing loss, with total revenue declining significantly compared to the previous year, indicating ongoing challenges in the business environment [1]. Financial Performance - Total revenue for the first half of 2025 was 263 million yuan, a decrease of 23.47% year-on-year [1]. - The net profit attributable to shareholders was -28.7 million yuan, an improvement of 4.59% compared to the previous year [1]. - In Q2 2025, total revenue was 119 million yuan, down 18.32% year-on-year, while the net profit attributable to shareholders was -20.4 million yuan, up 51.69% year-on-year [1]. - Gross margin stood at 51.73%, a decrease of 1.88% year-on-year, while net margin was -11.09%, down 24.56% year-on-year [1]. - Total operating expenses (selling, administrative, and financial expenses) amounted to 160 million yuan, accounting for 60.72% of revenue, an increase of 3.56% year-on-year [1]. Key Financial Ratios - Earnings per share remained at -0.14 yuan, with a significant drop in operating cash flow per share to 0.01 yuan, down 93.36% year-on-year [1]. - The company's net asset per share decreased to 3.18 yuan, a decline of 14.5% year-on-year [1]. - The company’s interest-bearing debt increased by 108.37% to 245 million yuan, indicating a significant rise in leverage [1]. Business Model and Historical Performance - The company relies heavily on marketing-driven performance, which requires careful analysis of the underlying drivers [2]. - Historical data shows a median Return on Invested Capital (ROIC) of 8.5%, with a notably poor ROIC of -20.41% in the worst year, 2022 [2]. - The company has reported losses in five out of its seven years since going public, suggesting a challenging financial history [2].

Core Viewpoint - The announcement details the completion of the share reduction plan by major shareholders of Shenzhen Anner Co., Ltd, specifically by Jinjiang Qianji Private Fund Management Co., Ltd and Zhejiang Yongxi Investment Management Co., Ltd, indicating their exit from being 5% shareholders [1][2][3]. Shareholder Reduction Details - Jinjiang Qianji reduced its holdings by 2,129,500 shares through centralized bidding on June 12, 2025, at an average price of 15.9548 yuan per share, resulting in a new holding of 10,650,793 shares, which is 4.99998% of the total share capital [3][4]. - Zhejiang Yongxi reduced its holdings by 2,129,470 shares from May 28 to June 18, 2025, at an average price of 16.135 yuan per share, leading to a new holding of 10,650,823 shares, which is 4.99999% of the total share capital [3][4]. Compliance and Impact - The share reduction plan complies with relevant laws and regulations, including the Securities Law of the People's Republic of China and the Shenzhen Stock Exchange's rules [5]. - The reduction will not change the company's controlling shareholder or actual controller, nor will it impact the company's financial status or normal operations [5].

证券代码：002875 证券简称：安奈儿 公告编号：2025-045 深圳市安奈儿股份有限公司 关于持股 5%以上股东减持计划时间届满暨实施情况的公告 持股 5%以上股东晋江乾集私募基金管理有限公司—乾集聚宝 3 号私募证券 投资基金、浙江永禧投资管理有限公司－永禧永嘉私募证券投资基金保证向本公 司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳市安奈儿股份有限公司（以下简称"公司"）于 2025 年 4 月 30 日披露 了《关于持股 5%以上股东减持股份的预披露公告》（公告编号：2025-026）， 公司持股 5%以上的股东晋江乾集私募基金管理有限公司—乾集聚宝 3 号私募证 券投资基金（以下简称"晋江乾集"）和浙江永禧投资管理有限公司－永禧永嘉 私募证券投资基金（以下简称"浙江永禧"）计划在减持预披露公告披露之日起 十五个交易日后三个月内以集中竞价交易方式和/或大宗交易方式分别减持本公 司股份不超过 3,186,159 股，具体情况详见巨潮资讯网（www.cninfo.com.cn）。 2025 年 6 月 1 ...

Core Viewpoint - Annail (002875.SZ) reported a significant decline in revenue and net profit for the first half of 2025, indicating potential challenges in its business operations [1] Financial Performance - The company achieved an operating revenue of 263 million yuan, representing a year-on-year decrease of 23.47% [1] - The net profit attributable to shareholders was -28.6988 million yuan, indicating a loss [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -30.5764 million yuan [1] - The basic earnings per share were -0.14 yuan [1]

深圳市安奈儿股份有限公司 2025 年半年度财务报告（未经审计） 深圳市安奈儿股份有限公司 2025 年半年度财务报告 （未经审计） 2025 年 8 月 1 深圳市安奈儿股份有限公司 2025 年半年度财务报告（未经审计） 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：深圳市安奈儿股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 665,998,950.97 | 521,809,861.55 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 92,591.04 | | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 22,755,305.20 | 27,438,653.88 | | 应收款项融资 | | | | 预付款项 | 5,510,577.97 | 4,852,758.34 | | 应收保费 | | | | ...

证券代码：002875 证券简称：安奈儿 公告编号：2025-043 深圳市安奈儿股份有限公司 募集资金 2025 年半年度存放、管理与使用情况公告 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。 根据中国证券监督管理委员会发布的《上市公司募集资金监管规则》和《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》以及深 圳市安奈儿股份有限公司（以下简称"公司"）《募集资金管理制度》等有关规定， 公司将募集资金 2025 年半年度存放、管理与使用情况说明如下： 一、募集资金基本情况 （一）2020 年非公开发行股票募集资金净额及到账时间 经中国证券监督管理委员会出具的《关于核准深圳市安奈儿股份有限公司 非公开发行股票的批复》（证监许可[2021]511 号）核准，公司向 10 名特定投资 者非公开发行 42,416,270 股人民币普通股股票。每股发行价格 7.58 元，共计募 集货币资金人民币 32,151.53 万元，扣除各项发行费用人民币 1,010.85 万元（不 含增值税），实际募集资金净额为人民币 31,140.69 万元。上述募 ...