Group 1 - The cultivated diamond concept rose by 2.73%, ranking fourth among concept sectors, with 14 stocks increasing in value, including Wald, Power Diamond, and Yellow River Wind, which rose by 15.36%, 8.20%, and 6.41% respectively [1][2] - The main funds net inflow into the cultivated diamond sector was 166 million yuan, with 10 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 30 million yuan, led by Yellow River Wind with a net inflow of 160 million yuan [2][3] - The top net inflow ratios were for Yellow River Wind, Boyun New Materials, and Sifangda, with net inflow rates of 14.83%, 9.85%, and 6.55% respectively [3][4] Group 2 - The cultivated diamond sector's performance was highlighted by significant stock movements, with notable increases in stocks like Wald and Power Diamond, while Hengsheng Energy, Jing Sheng Electric, and Guoli Electronics experienced declines [1][4] - The trading volume and turnover rates for stocks in the cultivated diamond sector varied, with Yellow River Wind showing a turnover rate of 16.72% and a significant net inflow of 159.78 million yuan [3][4] - The overall market sentiment for the cultivated diamond sector appears positive, as indicated by the net inflow of funds and the performance of key stocks within the sector [2][3]

Market Overview - The Shanghai Composite Index fell by 0.12% on September 12, with 9 out of the 28 sectors rising, led by non-ferrous metals and real estate, which increased by 1.96% and 1.51% respectively [1] - The sectors that experienced the largest declines were telecommunications and comprehensive, with decreases of 2.13% and 1.95% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 53.64 billion yuan, with 6 sectors seeing net inflows [1] - The non-ferrous metals sector had the highest net inflow of 2.168 billion yuan, followed by the construction and decoration sector, which saw a net inflow of 721 million yuan [1] - The non-bank financial sector experienced the largest net outflow, totaling 8.138 billion yuan, followed by the electronics sector with a net outflow of 7.517 billion yuan [1] Textile and Apparel Sector Performance - The textile and apparel sector fell by 0.12%, with a net inflow of 299 million yuan, comprising 105 stocks, of which 32 rose and 69 fell [2] - The top three stocks with the highest net inflow in this sector were Meibang Fashion (3.19 billion yuan), Huafu Fashion (1.52 billion yuan), and Mankalon (438.79 million yuan) [2] - The stocks with the largest net outflow included Aimer (529.55 million yuan), Nanshan Zhishang (522.00 million yuan), and Tanshan (416.48 million yuan) [2] Textile and Apparel Sector Capital Inflow - The top stocks by capital inflow included: - Meibang Fashion: +10.11%, turnover rate 21.24%, capital flow 319.17 million yuan - Huafu Fashion: +10.06%, turnover rate 6.88%, capital flow 151.54 million yuan - Mankalon: +3.89%, turnover rate 15.00%, capital flow 43.88 million yuan [2] Textile and Apparel Sector Capital Outflow - The top stocks by capital outflow included: - Aimer: -9.96%, turnover rate 4.31%, capital flow -52.95 million yuan - Nanshan Zhishang: -5.05%, turnover rate 8.29%, capital flow -52.20 million yuan - Tanshan: -2.64%, turnover rate 3.75%, capital flow -41.64 million yuan [4]

Group 1 - The company held an online performance briefing for the first half of 2025 on September 12, 2025 [1] - The company emphasized its commitment to investor returns and announced its plan to implement its first interim dividend in the current year's mid-term report [1] - The specific plan involves distributing a cash dividend of 0.6 yuan (including tax) for every 10 shares based on a total share capital of 262,071,629 shares [1] - The profit distribution plan is subject to approval by the shareholders' meeting, and further announcements will confirm the specific timing for the distribution [1]

Core Insights - The company held a performance briefing on September 12, 2025, to discuss product development, market expansion, and IP collaborations with investors [1] Product Development and Market Feedback - In the first half of the year, the company launched the Fenghua 2.0 series, Jiaoyu series, and Weilan series, targeting both Eastern fashion and modern aesthetics. Future plans include focusing on the young consumer demographic with a light luxury positioning and multi-scenario products. The company aims to enhance its competitive edge through "innovative craftsmanship + cultural heritage" by integrating non-heritage craftsmanship and cultural trends [1] - The Fenghua and Jiaoyu series, along with collaborations with IPs like Deshou Palace, have successfully reached younger audiences and increased brand value [1] Store Expansion and Market Layout - The company is in a national development phase, with expectations to open more stores in the second half of the year compared to the first half. The strategy involves opening direct stores in core urban areas and franchising in other locations, with a focus on shopping centers and provinces outside the current market [2] IP Collaboration and Brand Strategy - IP collaboration is a long-term strategy for the company, which will select suitable IPs based on brand positioning and product strategy to broaden its target consumer base and enhance brand recognition and quality. The brand aims to showcase unique charm through fashionable and personalized original designs, with the slogan "Everyday Highlights," focusing on daily wear and self-satisfaction needs. New product series are set to be launched in the third and fourth quarters [3] Other Key Points - The company plans to implement its first interim dividend, proposing a cash dividend of 0.6 yuan (including tax) for every 10 shares based on a total share capital of 262,071,629 shares, pending approval from the shareholders' meeting [4] - To mitigate risks associated with fluctuations in gold prices, the company is accelerating inventory turnover [4] - Investors are advised to pay attention to the company's regular reports and publicly disclosed information regarding the operational situation in the second half of the year and the third quarter [4]

Group 1: Product Development and Market Strategy - The company launched the Fenghua 2.0 series and other product lines, significantly increasing the proportion of R&D products [2] - The focus is on young consumers, with a strategy to integrate traditional craftsmanship and cultural trends to enhance product differentiation [2] - Collaborations with IPs like "Daomu Biji" and others have helped reach younger demographics and enhance brand value [2] Group 2: Financial Performance and Market Position - The company's total market value is reported at 5.9 billion yuan, which is significantly lower than competitors despite better fundamentals [3] - The company plans to implement its first interim dividend, proposing a cash dividend of 0.6 yuan per share based on a total share capital of 262,071,629 shares [4] Group 3: Expansion Plans - The company is in a nationwide expansion phase, expecting to exceed the number of new stores opened in the first half of the year during the second half [3] - The strategy includes opening stores in key urban areas and shopping centers, with a focus on both direct and franchise models [3] Group 4: Risk Management and Market Conditions - Fluctuations in gold prices impact revenue and costs; the company mitigates risks by speeding up inventory turnover and adjusting production based on sales [4] - The company emphasizes adherence to information disclosure regulations, ensuring no significant undisclosed information was leaked during investor interactions [4]

Market Overview - The jewelry sector increased by 0.38% on September 12, with Mankalon leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Key Performers - Mankalon (300945) closed at 22.82, up 4.49% with a trading volume of 284,900 shares and a transaction value of 6.42 billion [1] - Other notable performers include: - Deep China A (000017) at 7.27, up 1.96% [1] - Cai Zhi Co. (665509) at 14.69, up 1.94% [1] - Ying Xitong Ling (603900) at 11.58, up 1.14% [1] - China Gold (600916) at 8.68, up 1.05% [1] Fund Flow Analysis - The jewelry sector saw a net inflow of 93.53 million from institutional investors, while retail investors experienced a net outflow of 27.79 million [2] - Mankalon had a net outflow of 43.11 million from institutional investors, indicating a shift in investment sentiment [3] - Deep China A experienced a net inflow of 23.93 million from institutional investors, suggesting strong interest [3] Summary of Individual Stocks - Mankalon: - Closing Price: 22.82, Change: +4.49%, Net Institutional Inflow: -43.11 million [1][3] - Deep China A: - Closing Price: 7.27, Change: +1.96%, Net Institutional Inflow: 23.93 million [1][3] - China Gold: - Closing Price: 8.68, Change: +1.05%, Net Institutional Inflow: 736.78 million [3]

Market Overview - The jewelry sector experienced a decline of 0.93% on September 11, with Mankalon leading the drop [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Individual Stock Performance - Mankalon (300945) saw a significant drop of 4.29%, closing at 21.84 with a trading volume of 334,200 shares and a transaction value of 723 million [2] - Other notable declines include: - Laizitongling (603900) down 3.21% to 11.45 - Xinghua Jewelry (002731) down 2.50% to 13.64 - Diya Co. (301177) down 2.15% to 37.29 [2] Capital Flow Analysis - The jewelry sector experienced a net outflow of 245 million from institutional investors, while retail investors saw a net inflow of 274 million [2][3] - The detailed capital flow for selected stocks shows: - Rebecca (600439) had a net outflow of 1.07 million from institutional investors [3] - Zhou Dazheng (002867) faced a net outflow of 1.21 million from institutional investors but a net inflow of 679.56 million from retail investors [3] - Mingpai Jewelry (002574) had a net outflow of 691.96 million from institutional investors but a net inflow of 696.10 million from retail investors [3]

证券代码：300945 证券简称：曼卡龙 公告编号：2025-057 曼卡龙珠宝股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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。 曼卡龙珠宝股份有限公司（以下简称"公司"）2025 年 4 月 24 日召开了第 六届董事会第三次会议、第六届监事会第二次会议，并于 2025 年 5 月 23 日召开 了 2024 年年度股东大会，审议通过了《关于使用部分闲置募集资金和自有资金 进行现金管理并以通知存款、协定存款方式存放余额的议案》，为提高公司闲置 募集资金和自有资金使用效率，增加公司现金资产收益，实现股东利益最大化， 在保证日常经营运作资金需求、有效控制投资风险的情况下，公司使用不超过 65,000 万元（含本数）闲置募集资金购买安全性高、流动性好的银行、证券公司 或信托公司等金融机构发行的低风险现金管理类产品（包括但不限于定期存单、 结构性存款、协议存款和理财产品等），并将闲置募集资金的存款余额以通知存 款、协定存款方式存放，期限为不超过自公司股东大会审议通过之日起 12 个月， 具体内容详见披露于巨 ...

证券代码：300945 证券简称：曼卡龙 公告编号：2025-056 曼卡龙珠宝股份有限公司 关于上月直营门店新增情况的公告 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。 根据《深圳证券交易所上市公司自律监管指引第 3 号——行业信息披露》的 要求，曼卡龙珠宝股份有限公司（以下简称"公司"）现将上月直营门店新增情 况公告如下： | 序 | 门店名称 | 所在地区 | | 开设时间 | | | 投资金额 | 主要商品类别 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | | | | | | | （万元） | | | 1 | 西安西咸万象城店 | 陕西省 | 2025 | 年 | 8 月 | 1 日 | 309.43 | 素金饰品、镶 嵌饰品 | | 2 | 南京雨花万象天地店 | 江苏省 | 2025 | 年 8 | 月 | 15 日 | 368.53 | 素金饰品、镶 | | | | | | | | | | 嵌饰品 | | 3 | 沈阳三台子万象汇店 | 辽宁省 | 2025 | ...

证券代码：300945 证券简称：曼卡龙 公告编号：2025-059 出席本次业绩说明会的人员有：公司董事长兼总经理孙松鹤先生、董事兼副 总经理吴长峰先生、董事兼财务总监付杰女士、副总经理兼董事会秘书许恬女士、 公司独立董事及公司保荐代表人（如有特殊情况，参与人员相应调整）。 为充分尊重投资者、提升交流的针对性，现就公司 2025 年半年度网上业绩 说明会提前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于 2025 年 9 月 12 日（星期五）下午 15:30 前访问 https://ir.p5w.net/zj/，或扫描下方 二维码，进入问题征集专题页面。公司将在业绩说明会上对投资者普遍关注的问 题进行回答。 欢迎广大投资者积极参与本次网上说明会。 特此公告。 曼卡龙珠宝股份有限公司董事会 曼卡龙珠宝股份有限公司 关于举行 2025 年半年度网上业绩说明会的公告 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。 曼卡龙珠宝股份有限公司（以下简称"公司"）定于 2025 年 9 月 12 日（星 期五）下午 15:30-16:30 在全景网举办 2 ...