9月25日，戎美股份跌1.14%，成交额1635.60万元。两融数据显示，当日戎美股份获融资买入额221.18 万元，融资偿还169.64万元，融资净买入51.54万元。截至9月25日，戎美股份融资融券余额合计3453.75 万元。 分红方面，戎美股份A股上市后累计派现3.33亿元。近三年，累计派现2.92亿元。 融资方面，戎美股份当日融资买入221.18万元。当前融资余额3453.75万元，占流通市值的1.09%，融资 余额低于近一年10%分位水平，处于低位。 责任编辑：小浪快报 融券方面，戎美股份9月25日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，日禾戎美股份有限公司位于江苏省常熟闽江东路11号世茂商务中心广场a幢2901，成立日期 2012年3月13日，上市日期2021年10月28日，公司主营业务涉及服装的企划设计、供应链管理和销售业 务。主营业务收入构成为：上衣32.28%，外套18.67%，裤类15.96%，裙类13.49%，珠宝8.77%，其他 6.47%，皮草3.49%， ...

Group 1 - The company, Rongmei Co., Ltd. (戎美股份), announced that its hairy crabs are expected to be available for sale in mid to late October [2] - The specific launch time for the hairy crabs will be confirmed through the company's Taobao store listings [2]

Group 1 - The company holds nearly 5% of shares in Suhao International and confirms that the financial statements include relevant profit and loss data [1] - The company adheres to accounting standards in processing the equity held in Suhao International, ensuring that related profit and loss are recognized in periodic reports [1] - The response was provided on an investor relations platform, indicating the company's commitment to transparency and communication with investors [1]

Core Viewpoint - The company has completed the hardware renovation of its "Exhibition Center Construction Project" as planned, with overall construction nearing completion, which is a strategic initiative to enhance brand image and optimize customer experience [1] Group 1 - The "Exhibition Center Construction Project" is an important strategic measure for the company [1] - The company is currently progressing with soft decoration and equipment debugging as part of the finalization work [1]

Group 1 - The stock price of Rongmei Co., Ltd. is reported at 14.47 yuan, down 0.61 yuan from the previous trading day, with an opening price of 15.12 yuan, a high of 15.12 yuan, a low of 14.46 yuan, a trading volume of 35,591 hands, and a transaction amount of 0.53 billion yuan [1] - Rongmei Co., Ltd. specializes in the design, production, and sales of women's clothing, primarily through online sales via Taobao. The company was established in 2012 and went public on the Shenzhen Stock Exchange's Growth Enterprise Market in 2021. Recently, the company has expanded its business from women's clothing to the high-end jewelry sector, aiming to create a product system of "clothing + jewelry" [1] - The company's founder, Guo Jian, made controversial remarks during a live broadcast suggesting customers undergo "bone-breaking height increase," which has sparked public debate [1] - For the first half of 2025, the company's revenue is reported at 298 million yuan, a year-on-year decrease of 13.91%, while net profit stands at 37 million yuan, down 19.33% year-on-year [1] - The company has faced multiple infringement disputes, being sued by brands such as Zhihuo and Fabrique [1] Group 2 - On August 27, the net outflow of main funds was 3.93 million yuan, with a net outflow of 3.51 million yuan over the past five days [2]

Core Viewpoint - The controversy surrounding "Rongmei High-end Women's Wear" highlights the brand's declining performance and negative consumer perception, exacerbated by the owner's dismissive comments during a live stream [2][3][5]. Company Overview - Rongmei High-end Women's Wear is backed by A-share listed company Rongmei Co., Ltd. (301088.SZ), which was established in 2006 and initially focused on selling Japanese-style women's clothing on Taobao [3]. - The brand achieved significant growth, becoming the top women's clothing brand on Taobao by 2015, with a transaction volume exceeding 1 billion yuan [3]. Financial Performance - In 2021, Rongmei Co., Ltd. reported record revenues of 949 million yuan and a net profit of 167 million yuan [3]. - However, the company has faced a decline in revenue, with projections indicating a year-on-year decrease of 19.13% and 10.2% for 2023 and 2024, respectively, bringing revenues down to 767 million yuan and 689 million yuan [3]. - For the first half of 2023, the company reported revenues of 298 million yuan, a decline of 13.9%, and a net profit of approximately 37 million yuan, down 19.3% [5]. Inventory and Sales Metrics - As of June 2023, the inventory turnover days reached a record high of 382.9 days, compared to 341.17 days in the previous year [5]. - The flagship store on Taobao, which generates 99.9% of the company's revenue, saw a decrease in key performance indicators, including a drop in half-year browsing volume from 742 million to 670 million and a decline in total order value from 1.21 billion yuan to 1.11 billion yuan [5]. Legal Issues - The company has faced legal challenges, including a copyright infringement case from the brand Zhihuo, which resulted in a court ruling against Rongmei [6]. - In July 2023, another designer brand, Fabrique, won a lawsuit against Rongmei for copyright infringement and unfair competition, further damaging the company's reputation [6].

Core Viewpoint - The controversy surrounding "Rongmei High-end Women's Wear" highlights issues of consumer respect and brand reputation, particularly following a live-stream incident involving the brand's owner [2][3]. Company Overview - Rongmei Co., Ltd. (301088.SZ) is an A-share listed company that originated from a Taobao store established in 2006, focusing on Japanese-style women's clothing [4]. - The brand achieved significant growth, becoming the top women's clothing brand on Taobao by 2015, with a transaction volume exceeding 1 billion yuan [4]. - The company went public in October 2021, reporting record revenues of 949 million yuan and a net profit of 167 million yuan in the following year [4]. Financial Performance - In 2023 and 2024, Rongmei's revenue is projected to decline by 19.13% and 10.2%, respectively, returning to 2019 levels with revenues of 767 million yuan and 689 million yuan [4]. - For the first half of the year, the company reported revenues of 298 million yuan, a year-on-year decrease of 13.9%, and a net profit of approximately 37 million yuan, down 19.3% [6]. Inventory and Sales Metrics - As of June 2023, Rongmei's inventory turnover days reached a record high of 382.9 days, compared to 341.17 days the previous year [7]. - The flagship store on Taobao, which generates 99.9% of the company's revenue, saw a decline in key performance indicators, including a drop in browsing volume from 742 million to 670 million and a decrease in the number of buyers from 1.3121 million to 1.1314 million [7]. Legal Issues - The company has faced legal challenges regarding copyright infringement, including a 2016 case where it was found to have infringed on the works of another brand, Zhihe [8]. - In July 2023, another designer brand, Fabrique, won a lawsuit against Rongmei for copyright infringement and unfair competition, further damaging the company's reputation [8].

| 编制单位:日不成美股份有限公司 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 上田文与上市公司的 一市公司核复的会 2023年机占用途金 2027年十年及口用系列 | | | | 2025年半年度占用 2025年半年度偿 | | 2025年6月30日 | 占用形成 | 占用性质 | | 非经营性资金占用 | 资金占图片名称 | 关联关系 | 计科目 | 余额 | 发生金额(不含利息) | 资金的利息(如有) | 还累计发生金额 | 在来登金余额 | 原因 | | | 控股股东 实际捕机 √ | KI | | | | | | | | | | | 人及其附属企业 工 | | | | | | | | | | | | 小计 | | - | | | | | | | | | | 前控股股东、实际控 | | | | | | | | | | | | 制人及其时属企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 其他关联方 ...

Group 1 - The core viewpoint of the news is that Rongmei Co., Ltd. has shown a decrease in both revenue and net profit for the first half of 2025, indicating potential challenges in its financial performance [2] - As of August 25, 2023, Rongmei's stock price increased by 0.07%, with a trading volume of 27.21 million yuan, and a net financing outflow of 17.22 million yuan [1] - The company's financing balance is 40.63 million yuan, which is 1.20% of its market capitalization, indicating a low level compared to the past year [1] Group 2 - For the first half of 2025, Rongmei reported a revenue of 298 million yuan, a year-on-year decrease of 13.91%, and a net profit of 36.6 million yuan, down 19.33% year-on-year [2] - The company has distributed a total of 333 million yuan in dividends since its A-share listing, with 292 million yuan distributed in the last three years [3] - As of June 30, 2023, the number of shareholders for Rongmei was 18,900, a decrease of 0.67%, while the average circulating shares per person increased by 228.03% to 9,916 shares [2]

Core Insights - Rongmei Co., Ltd. (301088.SZ) released its semi-annual report for 2025 on August 26, 2025, indicating significant institutional ownership [1] Institutional Ownership - As of August 25, 2025, there is one institutional investor holding shares in Rongmei Co., Ltd., with a total holding of 118 million shares, representing 51.60% of the total share capital [1] - The institutional ownership percentage decreased by 0.02 percentage points compared to the previous quarter [1] Public Fund Holdings - During this reporting period, there was one public fund disclosed, which is the Shenwan Hongyuan Dividend Quantitative Stock A [1]