Core Viewpoint - Wanlong Mankalon has reduced its stake in Mankalon (300945.SZ) by 1.29% through a series of stock sales, indicating a significant change in ownership structure [1] Summary by Relevant Sections - **Shareholding Changes** - Wanlong Mankalon has cumulatively reduced its shareholding by 338.0716 million shares, which represents 1.29% of the total share capital of Mankalon [1] - The reduction occurred between September 3, 2025, and September 4, 2025, through both centralized bidding and block trading methods [1] - **Transaction Details** - Specifically, 262.0716 million shares were sold via centralized bidding, while 76 million shares were sold through block trading [1]

格隆汇9月5日丨曼卡龙(300945.SZ)公布，公司于近日收到万隆曼卡龙出具的《关于持股比例变动触及 1%的告知函》，2025年9月3日至2025年9月4日期间，万隆曼卡龙通过集中竞价方式累计减持公司股票 262.0716万股，通过大宗交易方式累计减持公司股票76万股，合计减持股数338.0716万股超过公司总股 本1%，达1.2900%。 ...

公司于近日收到万隆曼卡龙出具的《关于持股比例变动触及 1%的告知函》， 2025 年 9 月 3 日至 2025 年 9 月 4 日期间，万隆曼卡龙通过集中竞价方式累计减 持公司股票 262.0716 万股，通过大宗交易方式累计减持公司股票 76 万股，合计 减持股数 338.0716 万股超过公司总股本 1%。现将有关情况公告如下： 证券代码：300945 证券简称：曼卡龙 公告编号：2025-055 曼卡龙珠宝股份有限公司 控股股东关于减持股份触及 1%整数倍的公告 公司控股股东浙江万隆曼卡龙投资有限公司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。 曼卡龙珠宝股份有限公司（以下简称"公司"）于 2025 年 8 月 12 日在巨潮 资讯网披露了《关于控股股东减持股份预披露公告》（公告编号 2025-046）（以 下简称"预披露公告"），公司控股股东浙江万隆曼卡龙投资有限公司（以下简 称"万隆曼卡龙"）持有本公司股份 99,280,000 股（占本公司总股本比例 37.8828%）， 计划自预披露公告 ...

Group 1 - The A-share market has seen a rise in concept stocks related to cultivated diamonds, with notable increases in share prices for several companies [1] - Jing Sheng Mechanical & Electrical has surged over 16%, while Guoji Precision Engineering hit the daily limit with a 10% increase [1] - Other companies such as Huifeng Diamond, Mankalon, Power Diamond, and Huanghe Xunfeng also experienced gains [1] Group 2 - Detailed stock performance shows Jing Sheng Mechanical & Electrical with a 16.22% increase and a total market value of 45 billion [2] - Guoji Precision Engineering has a 10% increase and a market value of 18.3 billion, with a year-to-date increase of 146.73% [2] - Other companies like Huifeng Diamond and Mankalon have shown mixed performance, with Huifeng down 23.52% year-to-date [2]

银华富利精选混合A（009542）基金经理为焦巍、秦锋。 截至发稿，焦巍累计任职时间13年264天，现任基金资产总规模135.49亿元，任职期间最佳基金回报 80.75%， 任职期间最差基金回报-39.47%。 秦锋累计任职时间7年345天，现任基金资产总规模19.71亿元，任职期间最佳基金回报52.43%， 任职期 间最差基金回报-29.84%。 9月5日，曼卡龙涨5.06%，截至发稿，报24.29元/股，成交8.86亿元，换手率16.38%，总市值63.66亿 元。 资料显示，曼卡龙珠宝股份有限公司位于浙江省杭州市滨江区聚业路1号兴耀科创城C幢22楼，成立日 期2009年12月3日，上市日期2021年2月10日，公司主营业务涉及珠宝首饰零售连锁销售业务。主营业务 收入构成为：销售商品99.91%，其他(补充)0.09%。 从曼卡龙十大流通股东角度 数据显示，银华基金旗下1只基金位居曼卡龙十大流通股东。银华富利精选混合A（009542）二季度新 进十大流通股东，持有股数169.03万股，占流通股的比例为0.71%。根据测算，今日浮盈赚取约197.76 万元。 银华富利精选混合A（009542）成立日期202 ...

Group 1 - Guojijinggong reached the daily limit increase, indicating strong market interest [1] - Jingsheng Jidian surged over 15%, reflecting positive investor sentiment [1] - Guoli Co. increased by over 5%, showing a favorable trend in stock performance [1] Group 2 - Huifeng Diamond, Mankalon, and Power Diamond also experienced upward movement, suggesting a broader rally in the sector [1]

Group 1 - The A-share market has seen a rise in companies related to lab-grown diamonds, with notable increases in stock prices for several firms [1] - Jing Sheng Machinery (晶盛机电) experienced a significant increase of 16.22%, bringing its total market capitalization to 45 billion [2] - Guo Ji Precision Engineering (国机精工) reached a 10% increase, with a market cap of 18.3 billion and a year-to-date increase of 146.73% [2] Group 2 - Other companies such as Hui Han Diamond (惠韩钻石) and Man Ka Long (曼卡龙) also saw gains, with increases of 3.50% and 2.77% respectively [2] - Li Liang Diamond (力量钻石) and Huang He Xuan Feng (黄河旋风) had smaller increases of 2.73% and 2.00%, with market caps of 7.74 billion and 6.61 billion respectively [2] - The MACD golden cross signal has formed, indicating a positive trend for these stocks [2]

Core Viewpoint - The gold and jewelry industry is experiencing a dichotomy in performance in the first half of 2025, with upstream gold mining companies benefiting from rising gold prices, while downstream consumption is under pressure due to the same price increases [1]. Group 1: Performance of Selected Companies - Among the 12 selected jewelry companies, only 6 reported increases in both revenue and net profit, while 1 company saw revenue growth without profit increase, and 5 companies experienced declines in both metrics [1]. - The companies that achieved growth in both revenue and net profit include Caibai Co., Mankalon, Chaohongji, Cuihua Jewelry, Ruibeka, and Dia Co. [1]. - Laisen Tongling reported revenue of 870 million yuan, a 37% increase year-on-year, but its net profit fell by 263.52% to 61 million yuan [1]. Group 2: Declining Performance - Five companies reported declines in both revenue and net profit: China Gold, Feiyada, Laofengxiang, Mingpai Jewelry, and Xinhua Jin [2]. - China Gold's revenue decreased by 11.54% to 31.098 billion yuan, and net profit fell by 46.35% to 319 million yuan [3][4]. - Feiyada's revenue was 1.784 billion yuan, down 14.08%, with net profit dropping by 43.97% to 82.45 million yuan [3]. - Laofengxiang's revenue fell to 6.603 billion yuan, a decrease of 16.52%, and net profit declined by 13.07% to 1.22 billion yuan [3]. - Xinhua Jin's revenue dropped by 24.92% to 669 million yuan, with net profit down 39.45% to 12.87 million yuan [3].

Group 1 - The core viewpoint of the news is that Mankalon Jewelry Co., Ltd. has seen a significant increase in its stock price, rising by 5.41% to 23.19 CNY per share, with a trading volume of 941 million CNY and a turnover rate of 18.01%, resulting in a total market capitalization of 6.077 billion CNY [1] - Mankalon Jewelry, established on December 3, 2009, and listed on February 10, 2021, primarily engages in retail chain sales of jewelry, with 99.91% of its revenue coming from product sales and only 0.09% from other sources [1] Group 2 - From the perspective of fund holdings, Guohai Franklin Fund has a significant position in Mankalon, with its Guofu Health Quality Life Stock Fund (000761) holding 15,000 shares, accounting for 4.1% of the fund's net value, making it the eighth largest holding [2] - The Guofu Health Quality Life Stock Fund, established on September 23, 2014, has a latest scale of 8.1127 million CNY, with a year-to-date return of 23.74% and a one-year return of 44.19%, ranking 1675 out of 4222 and 1978 out of 3789 respectively [2] - The fund manager, Wang Xiaoning, has a tenure of 12 years and 40 days, managing total assets of 1.911 billion CNY, with the best fund return during his tenure being 187.83% and the worst being 5.56% [2]

Group 1 - The core viewpoint of the news is that Mankalon's stock price increased by 5.41% to 23.19 CNY per share, with a trading volume of 941 million CNY and a turnover rate of 18.00%, resulting in a total market capitalization of 6.077 billion CNY [1] - Mankalon Jewelry Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on December 3, 2009, with its listing date on February 10, 2021. The company's main business involves retail chain sales of jewelry, with 99.91% of its revenue coming from product sales and 0.09% from other sources [1] Group 2 - From the perspective of major fund holdings, Beixin Ruifeng Fund has a significant position in Mankalon, with its Beixin Ruifeng Research Select Fund (004352) holding 21,100 shares, accounting for 3.31% of the fund's net value, making it the sixth-largest holding [2] - The Beixin Ruifeng Research Select Fund was established on June 28, 2017, with a latest scale of 14.1664 million CNY. It has achieved a year-to-date return of 35.4%, ranking 792 out of 4222 in its category, and a one-year return of 50.66%, ranking 1624 out of 3789 [2] - The fund manager, Hu Jianqiang, has been in position for 1 year and 232 days, with the fund's total asset scale at 14.1661 million CNY. The best return during his tenure is 40.11%, while the worst return is also 40.11% [2]