证券之星消息，9月2日文娱用品板块较上一交易日下跌1.77%，金运激光领跌。当日上证指数报收于 3858.13，下跌0.45%。深证成指报收于12553.84，下跌2.14%。文娱用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002348 | 高乐股份 | 3.83 | 2.13% | 42.89万 | | 1.64亿 | | 002678 | 珠江钢琴 | 4.59 | -0.86% | 11.49万 | | 5269.89万 | | 001222 | 源飞宠物 | 26.43 | -0.97% | 6.59万 | | 1.75亿 | | 300703 | 创源股份 | 30.88 | -0.99% | 10.11万 | | 3.13亿 | | 6688809 | 晨光股份 | 30.54 | -1.04% | 5.01万 | | 1.53亿 | | 001368 | 通达创智 | 24.58 | -1.09% | 1.65万 | | 4029.88 ...

证券之星消息，8月29日文娱用品板块较上一交易日上涨0.09%，创源股份领涨。当日上证指数报收于 3857.93，上涨0.37%。深证成指报收于12696.15，上涨0.99%。文娱用品板块个股涨跌见下表： 从资金流向上来看，当日文娱用品板块主力资金净流出9230.31万元，游资资金净流入8380.06万元，散户 资金净流入850.24万元。文娱用品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300703 创源股份 | | 4491.62万 | 7.89% | 3537.18万 | 6.22% | -8028.80万 | -14.11% | | 002575 群兴玩具 | | 4365.45万 | 8.20% | -762.97万 | -1.43% | -3602.47万 | -6.77% | | 301335 天元宠物 | | 1674.76万 | 3.99% | -118.84万 | ...

Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook for the stock price over the next six months [4]. Core Insights - The company has demonstrated robust revenue growth, achieving a revenue of 996 million yuan in the first half of 2025, representing a year-on-year increase of 19.81%. The net profit attributable to the parent company reached 50 million yuan, up 32.97% year-on-year, with a net profit margin of 5.00% [1][2]. - The cross-border e-commerce segment is a significant contributor to the company's performance, with revenue from this segment increasing by 59.03% compared to the first half of 2024, accounting for 37.46% of total revenue [2][3]. - The company is expanding its IP collaboration efforts, partnering with a major IP operator to enhance its cultural and creative product offerings, which is expected to drive future growth [3]. Summary by Sections Financial Performance - In 25H1, the company reported a revenue of 996 million yuan, a 19.81% increase year-on-year, and a net profit of 50 million yuan, reflecting a 32.97% growth. The net profit margin improved to 5.00%, up 0.49 percentage points year-on-year [1]. - For 25Q2, the revenue was 542 million yuan, a 6.89% year-on-year increase, but the net profit decreased by 5.54% to 29 million yuan, with a net profit margin of 5.41% [1]. Market Analysis - The overseas market generated 979 million yuan in revenue in 25H1, a 20.4% increase, with a gross margin of 35.22%. North America remains the primary revenue source, contributing 868 million yuan, up 21.9% [2]. - The domestic market saw a decline, with revenue of 17 million yuan in 25H1, down 5.3%, primarily due to insufficient IP richness [2]. Future Projections - The company forecasts revenues of 2.595 billion yuan, 3.047 billion yuan, and 3.491 billion yuan for 2025, 2026, and 2027, respectively, with net profits projected at 140 million yuan, 185 million yuan, and 230 million yuan for the same years [3][4]. - The report anticipates a steady increase in profitability, with a projected net profit margin of 6.1% in 2026 and 6.6% in 2027 [10].

证券之星消息，8月27日文娱用品板块较上一交易日下跌1.67%，创源股份领跌。当日上证指数报收于 3800.35，下跌1.76%。深证成指报收于12295.07，下跌1.43%。文娱用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 301011 | 华立科技 | 31.85 | 2.78% | | 10.08万 | | 3.23亿 | | 001238 | 浙江正特 | 51.95 | 0.41% | | 9988.0 | | 5256.70万 | | 001222 | 源 6宠物 | 21.89 | -0.18% | | 2.96万 | | 6555.23万 | | 002348 | 高乐股份 | 3.74 | -0.80% | 1 | 27.92万 | | 1.05亿 | | 300329 | 海伦钢琴 | 13.62 | -0.87% | | 18.90万 | | 2.62亿 | | 6688809 | 晨光股份 | 31.42 | ...

Core Insights - Ningbo Chuangyuan Cultural Development Co., Ltd. (Chuangyuan) reported a revenue of 996 million yuan for the first half of 2025, representing a year-on-year growth of 19.81%. The net profit attributable to shareholders was 49.79 million yuan, up 32.97% year-on-year [1]. Group 1: Business Segments - Chuangyuan operates in three main business areas: cultural education and leisure, sports and fitness, and home living, providing a diverse range of innovative products and services [1]. - The cultural education and leisure segment primarily targets the European and American markets, while the company plans to enhance its focus on the domestic market in 2025, leveraging its R&D and innovative design capabilities [1]. - The sports and fitness segment, led by its subsidiary Ningbo Ruitfei Sports Technology Co., Ltd. (Ruitfei), achieved a revenue increase of 75.75% in the first half of 2025 compared to the same period in 2024, focusing on home fitness products through Amazon and its own website [2]. - The home living segment, represented by its subsidiary Ningbo Heyuan Textile Co., Ltd., specializes in garden flags, outdoor flags, and home textiles, gaining recognition in international markets such as Europe, Japan, and South America due to its diverse product offerings and stylish designs [2]. Group 2: Strategic Focus - Chuangyuan aims to build a "dual circulation" development model by integrating IP resources with cultural potential, capturing local consumption trends while maintaining creative value output [1]. - The company is committed to enhancing its brand resonance in the domestic market and developing a diversified product matrix that combines IP, technology, and cultural innovation [1].

创源股份股价报34.36元，较前一交易日下跌0.12%。盘中最高触及35.15元，最低下探33.68元，成交额 达3.70亿元。 创源股份属于家用轻工板块，公司业务覆盖研发设计、生产、销售全供应链，聚焦文教休闲、运动健身 及生活家居三大领域。公司拥有宁波、安徽、越南三大生产基地及睿特菲、禾源纺织两大子公司。 公司2025年半年报显示，上半年实现营业收入9.96亿元，同比增长19.81%；归属于上市公司股东的净利 润4979.17万元，同比增长32.97%。跨境电商业务同比增长59.03%，越南创源上半年营业收入达2.19亿 元，同比增长63.31%。公司已完成与知名IP"我是不白吃"的战略合作，首款联名产品于2025年8月上 市。 8月26日主力资金净流入2193.44万元，占流通市值比为0.38%。近五日主力资金净流出4597.83万元，占 流通市值比为0.79%。 风险提示：以上内容仅供参考，不构成投资建议。 ...

Group 1 - The company reported a revenue of 996 million yuan for the first half of 2025, representing a year-on-year growth of 19.81%, and a net profit of 65.15 million yuan, up 30.42% year-on-year [1] - The significant growth in performance is attributed to the cross-border e-commerce business, which increased by 59.03% year-on-year, driving both gross margin and net profit growth [1] Group 2 - The company is advancing its "dual circulation" development strategy, with notable success in expanding production capacity in Vietnam, where revenue reached 219 million yuan, a 63.31% increase compared to the same period in 2024 [2] - Plans are in place to enhance the Southeast Asia strategic layout through increased investment in its subsidiary in Singapore, aimed at building production bases in Southeast Asian countries [2] Group 3 - The company has entered the trendy toy market through self-branded products, IP collaborations, and controlling related enterprises, achieving a strategic partnership with the well-known IP "I Am Not Eating for Free," with the first co-branded product launched in August 2025 [3] - The global trendy toy market is projected to reach 52 billion USD by 2025, with the Chinese market expected to reach 87.7 billion yuan, indicating significant growth potential [3] Group 4 - In the first half of 2025, the company established a product research institute to expand its domestic market, focusing on developing a product matrix based on the "IP + cultural creativity + technology" model [4] - The team is optimizing product smart modules, focusing on core function upgrades such as voice interaction and perception, with plans to create a diversified IP matrix that includes national style and internationally recognized IPs [4]

格隆汇8月26日丨创源股份(300703.SZ)公布半年度报告，2025年上半年度公司营业收入为99,635.29万 元，较去年同期上升19.81%；归属于上市公司股东的净利润4,979.17万元，较去年同期上升32.97%。 ...

证券代码：300703 证券简称：创源股份 公告编号：2025-034 宁波创源文化发展股份有限公司 关于公司拟变更会计师事务所的公告 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、拟聘任的会计师事务所：尤尼泰振青会计师事务所（特殊普通合伙）（以 下简称"尤尼泰振青会计师事务所"或"尤尼泰振青"）；原聘任的会计师事务所： 立信会计师事务所（特殊普通合伙）（以下简称"立信会计师事务所"或"立信"）。 2、变更会计师事务所的简要原因及前任会计师的异议情况：鉴于原审计机 构已连续三年为公司提供审计服务，为保证审计工作的独立性和客观性，同时考 虑公司未来业务发展情况和整体审计工作需求等情况，综合考虑市场信息，基于 审慎性原则以及公司对审计服务的需求，根据《国有企业、上市公司选聘会计师 事务所管理办法》的相关规定，采用邀请招标方式选聘 2025 年度会计师事务所， 根据评标结果，公司拟聘任尤尼泰振青为公司 2025 年度审计机构。 公司已就变更会计师事务所的相关事宜与前后任会计师事务所进行了沟通， 前后任会计师务所已明确知悉本次变更事项并确认无异议。 ...

证券代码：300703 证券简称：创源股份 公告编号：2025-037 宁波创源文化发展股份有限公司 （一）基本情况 为更好地借助专业投资机构的市场洞察能力和项目覆盖能力，发掘优质项目 资源，实现资源共享、互利共赢，进一步深化产业及资本的深度融合，公司拟作 为有限合伙人使用自有资金 5,000 万元与深圳前海黑蚁创业投资合伙企业（有限 关于与专业投资机构合作投资设立基金暨关联交易 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。 重要内容提示： 1、宁波创源文化发展股份有限公司（以下简称"公司"）拟作为有限合伙 人使用自有资金 5,000 万元参与设立宁波黑蚁四号股权投资合伙企业（有限合伙） （暂定名）（以下简称"本有限合伙""本基金"）。本基金目标规模 5 亿元人 民币，公司出资比例预计为 10%，不超过 50%。 2、本次参与设立基金的有限合伙人宁波文旅会展集团有限公司（以下简称 "宁波文旅会展集团"）系公司控股股东的母公司且与公司属于同一最终控制人 控制的企业，故其与公司构成关联关系。 3、本次事项已经公司第四届董事会第七次会议审议通过，关联董事已 ...