证券代码：300591 证券简称：万 里 马 公告编号：2025-060 广东万里马实业股份有限公司 关于为控股子公司申请授信融资提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、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. 债权人：中国银行股份有限公司广州开发区分行 2. 保证人：广东万里马实业股份有限公司 3. 被担保最高债权额：公司为超琦科技提供担保的主债权最高本金余额为 1,000 万元人民币，以及基于主债权之本金所发生的利息（包括利息、复利、罚息）、 违约金、损害赔偿金、实现债权的费用（包括但不限于诉讼费用、律师费用、公 证费用、执行费用等）、因债务人违约而给债权人造成的损失和其他所有应付费 用等。 4. 保证方式：连带责任保证。 广东万里马实业股份有限公司（以下简称"公司"）分别于 2025 年 8 月 27 日、2025 年 9 月 17 日召开第四届董事会第十二次会议、2025 年第三次临时股东 大会审议通过《关于为控股子公司在银行的综合授信业务提供最高额保证担保的 议案》，同意公司为控股子公司广州超琦信息科技有限公司（以下简称"超琦科 技"）向银 ...

Group 1 - The apparel and home textile sector increased by 0.56% on December 30, with Kute Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index closed at 13604.07, up by 0.49% [1] - Kute Intelligent's stock price rose by 20.00% to 19.56, with a trading volume of 422,500 shares and a transaction value of 803 million yuan [1] Group 2 - The apparel and home textile sector experienced a net inflow of 242 million yuan from institutional investors, while retail investors saw a net outflow of 103 million yuan [2] - The top gainers in the sector included Kute Intelligent, which had a net inflow of 262 million yuan from institutional investors, accounting for 32.69% of its trading volume [3] - Other notable performers included Zhongwang Fabric, which saw a 10.01% increase, and Tianchuang Fashion, which rose by 9.99% [1]

Core Viewpoint - The company is actively developing its live social e-commerce business and has achieved good results in e-commerce operation and live streaming, with plans to continue expanding and nurturing new brands while implementing a "bring in, go out" development strategy [2] Group 1: Business Development - The company has made significant progress in the e-commerce operation and live streaming sectors [2] - Future plans include further expansion and nurturing of new brands [2] - The company aims to deepen cooperation with existing brands to provide continuous growth for its e-commerce channel business [2] Group 2: Strategic Initiatives - The company is leveraging national policies aimed at boosting consumption to seize market opportunities [2] - There is a focus on integrating military-civilian fusion strategies to create a military-grade quality control system for civilian consumer goods [2] - The goal is to achieve collaborative development of military and civilian products [2]

Core Insights - Jiangsu Province's Development and Reform Commission has announced a notification to promote the high-quality development of virtual power plants, aiming to construct the first batch of 100 projects, which includes notable photovoltaic companies such as Trina Solar, Xiexin, Tongwei, and Canadian Solar [1] Group 1 - The notification outlines the establishment of a three-tier management system, the promotion of three application areas, and the improvement of a three-tier integrated platform system [1] - By 2030, the goal is to achieve a virtual power plant adjustment capacity of over 5 million kilowatts [1] - The first batch of 100 virtual power plant projects involves a total investment of 103.924 million yuan and an aggregated capacity of 14.91366 million kilowatts [1] Group 2 - The projects include participation from state-owned energy enterprises such as Guoneng, Huanneng, Datang, Guodian, and China National Petroleum, alongside photovoltaic companies like Trina Solar, Xiexin, and Canadian Solar [1] - The investment amounts for the projects range from a minimum of 200,000 yuan to a maximum of 7.4 million yuan [1]

Core Viewpoint - The company is actively expanding its e-commerce and live-streaming sales channels, aiming for over 30% of online sales revenue by 2025, leveraging national policies to boost consumer spending [1] Group 1: E-commerce Strategy - The company is focusing on developing live-streaming social e-commerce and has achieved good results in e-commerce operations and live-streaming [1] - Future plans include expanding and nurturing new brands while deepening cooperation with existing brands to drive growth in e-commerce channels [1] Group 2: Policy and Market Opportunities - The company intends to seize opportunities from national policies aimed at boosting consumption and will integrate military-civilian fusion strategies [1] - There is a plan to create a military-grade quality control system for civilian consumer goods, promoting synergy between military products and e-commerce traffic [1]

Core Viewpoint - The company is actively expanding its e-commerce and live-streaming sales channels, aiming for online sales to exceed 30% of total revenue by 2025, leveraging national policies to boost consumer spending [1] Group 1: E-commerce Strategy - The company is focusing on developing live social e-commerce and has achieved good results in e-commerce operations and live streaming [1] - Future plans include expanding and nurturing new brands while deepening cooperation with existing brands to drive growth in e-commerce channels [1] Group 2: Policy and Market Opportunities - The company intends to seize opportunities from national policies aimed at boosting consumption and will integrate military-civilian fusion strategies [1] - There is a focus on creating civilian consumer products with military-grade quality control systems, promoting synergy between military products and e-commerce traffic [1]

Core Viewpoint - The company is focusing on expanding its e-commerce capabilities and enhancing its competitive edge through live streaming and brand operation, particularly in the military and health sectors [1] Group 1: Business Focus - The company's subsidiary, Hangzhou Yudao Technology Co., Ltd., primarily engages in live e-commerce and brand operation [1] - Guangzhou Chaoqi Information Technology Co., Ltd. focuses on the maternal and child health and outdoor sports sectors, utilizing platforms like Tmall and JD for e-commerce [1] Group 2: Strategic Initiatives - The company aims to strengthen its competitive capabilities by integrating military products with live e-commerce [1] - Future plans include increasing investment in group buying and e-commerce channels, while cultivating high-quality brands [1] - The company intends to collaborate with well-known international brands through its Hong Kong subsidiary, expanding into cross-border e-commerce [1] Group 3: Market Trends - The company is targeting the middle-class consumer demand and is poised to capitalize on the trend of consumption recovery [1]

Core Viewpoint - The current regional conflicts present development opportunities for the company's personal protective equipment business, particularly in the export of bulletproof gear [1] Group 1: Business Development - The company has previously exported multiple types of bulletproof protective gear products [1] - A dedicated export team has been established to focus on the sales and export of protective products [1] - The company actively participates in international defense exhibitions to expand its foreign trade market [1] Group 2: Market Environment - The national government has implemented a unified military product export management system [1]

Group 1 - The core viewpoint of the news is that Wanlima's stock has shown significant volatility, with a year-to-date increase of 149.39%, but recent trading indicates a slight decline in the short term [1] - As of November 26, Wanlima's stock price is 10.25 CNY per share, with a market capitalization of 4.158 billion CNY and a trading volume of 276 million CNY [1] - The company has experienced a net outflow of 13.67 million CNY in principal funds, with large orders showing a mixed buying and selling pattern [1] Group 2 - Wanlima, established on April 19, 2002, and listed on January 10, 2017, is primarily engaged in the research, design, production, and marketing of leather products [2] - The company's revenue composition includes leather and textile products (54.06%), skincare and beauty (24.26%), fast-moving consumer goods (12.75%), online brand marketing services (8.80%), and others (0.13%) [2] - As of September 30, the number of shareholders decreased by 27.55% to 56,400, while the average circulating shares per person increased by 38.03% to 6,209 shares [2] Group 3 - For the period from January to September 2025, Wanlima reported a revenue of 366 million CNY, a year-on-year decrease of 15.68%, and a net profit attributable to shareholders of -65.83 million CNY, a decrease of 1.02% [2] - Since its A-share listing, Wanlima has distributed a total of 25.58 million CNY in dividends, with no dividends paid in the last three years [2]

证券日报网讯万里马11月24日在互动平台回答投资者提问时表示，公司研发生产的军工产品包括军警被 装产品和单兵单警防护装备产品。 （文章来源：证券日报） ...