证券之星消息，10月9日饰品板块较上一交易日上涨1.47%，曼卡龙领涨。当日上证指数报收于3933.97， 上涨1.32%。深证成指报收于13725.56，上涨1.47%。饰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) | | --- | --- | --- | --- | --- | --- | | 600735 | ST新华锦 | 5.05 | -5.08% | 3371.0 | 170.24万 | | 600439 | 瑞贝卡 | 2.81 | -1.06% | 22.19万 | 6226.95万 | | 002345 | 潮宏基 | 14.26 | -0.21% | - 20.75万 | 2.98亿 | | 301177 | 迪阿股份 | 33.80 | -0.18% | 2.70万 | 9187.98万 | | 002867 | 周大生 | 13.53 | 0.22% | 12.95万 | 1.75亿 | | 000026 | 飞亚达 | 16.40 | 0.49% | 4.31万 | 7042.30万 | | 600612 | 老凤祥 | ...

Core Viewpoint - The A-share market is witnessing a strong performance in the cultivated diamond sector, with several companies showing significant gains in their stock prices [1] Group 1: Stock Performance - Strength Diamond (301071) increased by 11.09%, with a total market value of 9.151 billion [2] - China Gold (600916) rose by 3.82%, with a market capitalization of 14.6 billion [2] - Sifangda (300179) saw a rise of 3.73%, with a market value of 5.141 billion [2] - Huifeng Diamond (920725) increased by 3.53%, with a total market value of 2.462 billion [2] - Mankalon (300945) rose by 3.23%, with a market capitalization of 5.365 billion [2] - Jing Sheng Mechanical and Electrical (300316) increased by 3.12%, with a market value of 61.5 billion [2] - Hengsheng Energy (605580) rose by 3.08%, with a market capitalization of 8.061 billion [2] - World (688028) increased by 2.51%, with a total market value of 7.641 billion [2] - Yellow River Wind (600172) rose by 2.17%, with a market capitalization of 7.471 billion [2] - Inno Laser (301021) increased by 1.49%, with a market value of 6.097 billion [2] Group 2: Year-to-Date Performance - Strength Diamond (301071) has a year-to-date decline of 2.51% [2] - China Gold (600916) has a year-to-date increase of 5.19% [2] - Sifangda (300179) has a year-to-date decline of 3.98% [2] - Huifeng Diamond (920725) has a year-to-date decline of 30.32% [2] - Mankalon (300945) has a year-to-date increase of 79.33% [2] - Jing Sheng Mechanical and Electrical (300316) has a year-to-date increase of 49.26% [2] - Hengsheng Energy (605580) has a year-to-date increase of 165.68% [2] - World (688028) has a year-to-date increase of 131.71% [2] - Yellow River Wind (600172) has a year-to-date increase of 24.52% [2] - Inno Laser (301021) has a year-to-date increase of 55.31% [2]

Group 1 - The A-share market is experiencing a strong performance in the cultivated diamond sector, with notable increases in stock prices [1] - Strength Diamond has risen by 11%, while China Gold, Sifangda, Huifeng Diamond, Mankalon, Jingsheng Mechanical & Electrical, and Hengsheng Energy have all increased by over 3% [1] - Wald, Huanghe Xunfeng, and other companies have seen stock price increases of over 2% [1]

Group 1 - The cultivated diamond concept index declined by 0.44% as of the market close on September 29, ranking among the top decliners in the concept sector [1] - Within the cultivated diamond sector, companies such as Chao Hong Ji and Woerde experienced significant declines, while *ST Yazhen, Guoli Electronics, and Chujian New Materials saw increases of 4.52%, 2.86%, and 1.39% respectively [1] - The cultivated diamond sector experienced a net outflow of 376 million yuan in principal funds today, with 11 stocks seeing net outflows, and 7 stocks exceeding 10 million yuan in outflows [2] Group 2 - The top net outflow stock in the cultivated diamond sector was Guoji Jinggong, with a net outflow of 202 million yuan, followed by Jing Sheng Jidian and Chao Hong Ji with net outflows of 69.44 million yuan and 51.89 million yuan respectively [2] - Conversely, the stocks with the highest net inflows included Guoli Electronics, China Gold, and Yuyuan Shares, with net inflows of 19.02 million yuan, 13.97 million yuan, and 7.69 million yuan respectively [2] - The trading volume for Guoji Jinggong was 7.78%, while *ST Yazhen had a trading volume of 2.18% with a gain of 4.52% [3]

Industry Overview - The price of domestic gold jewelry has surpassed 1100 RMB per gram due to rising international gold prices, prompting major jewelry brands to initiate price increases [1] - In Wuhan, Chow Tai Fook plans to raise its "one-price" jewelry by approximately 20%-30% after the National Day holiday, although specific products and their proportions have yet to be determined [1] - As of September 27, major traditional gold jewelry brands like Chow Tai Fook, Chow Sang Sang, and Luk Fook have all set their gold prices at 1108 RMB per gram, while Lao Miao Gold is at 1100 RMB per gram [1] - Tianfeng Securities notes that while gold jewelry consumption volume has decreased due to rising prices, the total value remains at the third highest historical level, indicating stable consumer demand [1] - The high-end jewelry market shows resilience, prompting brands to adapt their market strategies [1] - The younger generation is becoming the main consumer group, influenced by cultural confidence and the rise of domestic trends, leading to increased acceptance of traditional gold [1] - There is a shift in consumer behavior towards non-wedding gold purchases, with "self-wearing" becoming the most significant jewelry consumption scenario [1] - The industry is experiencing increased concentration, with leading brands significantly growing their market share in recent years [1] Company Developments - Mankalon has launched several new product lines, including the Fenghua 2.0 series, Jiaoyu series, and Weilan series, catering to both traditional and modern aesthetics [3] - Cuihua Jewelry is positioning its Cuihua brand as a luxury label through high-end products like the Master Series and Palace Museum cultural series, employing a no-discount strategy and collaborating with cultural institutions [3] - The company reports that its two-dimensional gold products are experiencing strong sales [3] Market Outlook - Dongguan Securities projects that the gold jewelry market will maintain stable growth from 2024 to 2029, surpassing other jewelry categories, confirming gold jewelry's lasting appeal among Chinese consumers [2]

Core Viewpoint - The company emphasizes the importance of major holidays, including the National Day Golden Week, and has planned both online and offline brand and product strategies to meet holiday demand [1] Group 1 - The company is actively engaging with investors through interactive platforms [1] - The company has recognized the significance of holiday periods for consumer demand [1] - The company is implementing strategic planning for its brands and products in anticipation of holiday shopping [1]

关于部分募投项目变更实施主体名称及住所的公告 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。 曼卡龙珠宝股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日召开第 六届董事会第五次会议审议通过了《关于部分募投项目变更实施主体名称及住所 的议案》，同意公司调整向特定对象发行股票募集资金投资项目（以下简称"募 投项目"）中的"'慕璨'品牌及创意推广项目"的实施主体名称及住所，本次 部分募投项目实施主体名称及住所的调整不属于募集资金用途的变更，不构成关 联交易，无需提交公司股东大会审议。保荐机构浙商证券股份有限公司（以下简 称"保荐机构"）发表了核查意见。现将有关事项公告如下： 一、募集资金基本情况 证券代码：300945 证券简称：曼卡龙 公告编号：2025-063 曼卡龙珠宝股份有限公司 经中国证券监督管理委员会《关于同意曼卡龙珠宝股份有限公司向特定对象 发行股票注册的批复》（证监许可〔2023〕554 号）同意，公司获准向特定对象 发行人民币普通股（A 股）股票不超过 61,200,000 股。最终实际发行数量为 57,168,864 股，每股面 ...

证券代码：300945 证券简称：曼卡龙 公告编号：2025-061 曼卡龙珠宝股份有限公司 第六届董事会第五次会议决议公告 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"）第六届董事会第五次会议（以 下简称"本次会议"）通知已于2025年9月22日通过邮件及电话方式向各董事发 出，本次会议经全体董事同意豁免会议通知时间要求于2025年9月22日在公司会 议室以现场和通讯相结合的方式召开，本次会议由董事长孙松鹤先生主持，应参 加董事9人，实际参加董事9人（其中：以通讯表决方式出席会议的董事3人，为 孙舒云、付杰、郑金都），高级管理人员列席了本次会议。本次会议的通知、召 集、召开及表决程序均符合《中华人民共和国公司法》等有关法律、行政法规、 部门规章、规范性文件及《曼卡龙珠宝股份有限公司章程》的规定。 本次会议以投票表决的方式审议并通过如下决议： 一、审议通过了《关于选举代表公司执行公司事务的董事的议案》 提名委员会、薪酬与考核委员会成员及召集人保持不变，具体组成情况如下： 提名委员会由郑金都、黄健峤、曹斌三人组成，其中 ...

证券代码：300945 证券简称：曼卡龙 公告编号：2025-064 曼卡龙珠宝股份有限公司 关于董事辞任暨选举职工代表董事的公告 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"）董事会于近日收到公司非独 立董事瞿吾珍女士的书面辞职报告，瞿吾珍女士因公司董事会成员架构调整及 《公司章程》修订等原因，申请辞去公司非独立董事一职，辞职后仍担任公司其 他职务。根据《中华人民共和国公司法》（以下简称"《公司法》"）及《公司 章程》等有关规定，瞿吾珍女士辞任董事不会导致公司董事会成员低于法定最低 人数，不会影响公司董事会的正常运作，其辞任报告自送达公司董事会时生效。 瞿吾珍女士在任职期间勤勉尽责、恪尽职守，为公司的规范治理和持续发展发挥 了积极作用。公司董事会对瞿吾珍女士任职期间所作的辛勤工作和贡献表示衷心 感谢！ 截止本公告披露日，瞿吾珍女士直接持有公司股份 837,366 股，通过浙江万 隆曼卡龙投资有限公司间接持有公司股份 474,771 股，不存在应当履行而未履行 的承诺事项。瞿吾珍女士辞去公司董事职务后，将继续遵守《公 ...

浙商证券股份有限公司 关于曼卡龙珠宝股份有限公司 增加部分募投项目实施主体及使用募集资金向全资子公司提供 借款实施募投项目暨部分募投项目变更实施主体名称及住所的 核查意见 浙商证券股份有限公司（以下简称"浙商证券"或"保荐机构"）作为曼卡 龙珠宝股份有限公司（以下简称"曼卡龙"或"公司"）向特定对象发行股票的 保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创业板股 票上市规则》《上市公司监管指引第 2 号——上市公司募集资金管理和使用的监 管要求》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规 范运作》等规定，对曼卡龙增加部分募投项目实施主体及使用募集资金向全资子 公司提供借款实施募投项目、部分募投项目变更实施主体名称及住所的事宜进行 了核查，核查情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意曼卡龙珠宝股份有限公司向特定对象 发行股票注册的批复》（证监许可〔2023〕554 号）同意，公司获准向特定对象 发行人民币普通股（A 股）股票不超过 61,200,000 股，最终实际发行数量为 57,168,864 股，每股面值 1 元，每股发行价格为人民币 ...