Core Viewpoint - The stock price of Dia Shares (301177.SZ) has dropped significantly, closing at 34.90 yuan, reflecting a decline of 12.29% and currently in a state of underperformance [1] Group 1: Company Overview - Dia Shares was listed on the Shenzhen Stock Exchange's ChiNext board on December 15, 2021, with an initial public offering (IPO) of 40.01 million shares at a price of 116.88 yuan per share [1] - The company achieved a total fundraising amount of 4.676 billion yuan from its IPO, with a net amount of 4.444 billion yuan after deducting issuance costs, which was 3.16 billion yuan more than the originally planned net fundraising of 1.284 billion yuan [1] Group 2: Financial Details - The IPO proceeds were intended for several projects, including channel network construction, information system development, a diamond jewelry R&D creative design center, and working capital supplementation [1] - The total issuance costs for the IPO amounted to 233 million yuan, with underwriting and sponsorship fees accounting for 217 million yuan [1] Group 3: Stock Performance - On the first day of trading, Dia Shares reached a peak price of 180 yuan, but has since experienced a downward trend in its stock price [1]

Market Overview - The jewelry sector experienced a decline of 1.39% on January 29, with Cuihua Jewelry leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Individual Stock Performance - China Gold (600916) saw a significant increase of 10.02%, closing at 13.50 with a trading volume of 482,700 shares and a turnover of 652 million yuan [1] - Diya Shares (301177) rose by 2.66%, closing at 39.79 with a trading volume of 156,900 shares and a turnover of 647 million yuan [1] - Other notable declines included: - Happiness Jewelry (002731) down 10.03% [2] - Chao Hong Ji (002345) down 9.79% [2] - ST Xin Hua Jin (600735) down 4.99% [2] Capital Flow Analysis - The jewelry sector saw a net outflow of 419 million yuan from institutional investors, while retail investors had a net inflow of 448 million yuan [2] - The capital flow for individual stocks showed: - China Gold had a net inflow of 182 million yuan from institutional investors [3] - ST Xin Hua Jin experienced a significant net outflow of 31.94 million yuan from institutional investors [3] - Retail investors contributed a net inflow of 4.87 million yuan to Cai Zi Shares (6655299) [3]

【信达消费】迪阿股份业绩预告点评：25Q4营收业绩稳健增长，经营表现稳步向上 25Q4营收业绩增长稳健 2025年公司预计实现营收14.82-15.96亿元（同比增长0%-8%），归母净利润1.28-1.47亿元（同比增长141%- 176%），扣非归母净利润391.57–586.74万元（同比扭亏为盈）。 我们预计公司25Q4门店数量保持相对稳定，全年较24年底的373家闭店率在低双位数左右，整体渠道已趋稳；同 店方面，前三季度同店增速在30%出头，预计25Q4受基数影响略有放缓，但仍保持良好增长。 整体来看，公司持续推进渠道优化及门店运营能力的系统性提升见效，有效提升单店盈利质量与整体运营效率， 为未来业绩持续恢复奠定坚实基础。 品牌出海持续推进，25年预计高增长 公司发力品牌出海，先以美国作为最主要市场，东南亚市场已在接洽中，印度及其他市场将尝试以合作方式探 索。 我们预计公司25年海外市场收入有望取得翻倍左右增长（24年海外市场营收约4000多万），趋势良好。 我们取区间中值估算，则25Q4预计实现营收3.83亿元（同比+3%），归母净利润0.35亿元（ 【信达消费】迪阿股份业绩预告点评：25Q4营收 ...

报告期内，公司营业收入与归属于上市公司股东的净利润均实现同比增长。业绩增长主要得益于公司持 续推进渠道优化及门店运营能力的系统性提升。公司以深化用户体验为原点，通过对空间场景、商品组 合及消费体验进行精细化运营，增强"人、货、场"的动态匹配与协同效能，有效提升了单店盈利质量与 整体运营效率，为业绩增长奠定了坚实基础。 格隆汇1月28日丨迪阿股份(301177.SZ)公布2025年度业绩预告，报告期内，公司预计实现归属于上市公 司股东的净利润12,779.31万元–14,651.82万元，同比增长140.98%–176.30%。预计实现扣除非经常性损 益后的净利润391.57万元–586.74万元，同比增长103.10%–104.64%；预计非经常性损益对公司净利润的 影响金额为10,587.74万元–15,865.08万元，主要系交易性金融资产公允价值变动损益以及理财产品产生 的投资收益，上年同期非经常性损益金额为17,943.34万元。 ...

证券日报网讯1月28日，迪阿股份（301177）发布2025年度业绩预告称，公司预计2025年度归属于上市 公司股东的净利润为12，779.31万元–14，651.82万元，比上年同期增长140.98%–176.30%。 ...

Group 1 - The core viewpoint of the article is that Diya Co. expects a significant increase in net profit for 2025, projecting a range of approximately 128 million to 147 million yuan, which represents a year-on-year growth of 140.98% to 176.3% [1] - The basic earnings per share are estimated to be between 0.32 yuan and 0.37 yuan [1] - The main reason for the performance change is attributed to the company's revenue and net profit both achieving year-on-year growth during the reporting period [1] Group 2 - The performance growth is primarily driven by the company's ongoing efforts in channel optimization and systematic enhancement of store operational capabilities [1] - The company focuses on deepening user experience by refining space scenarios, product combinations, and consumer experiences, which enhances the dynamic matching and collaborative efficiency of "people, goods, and venues" [1] - This strategic approach has effectively improved the profitability quality of individual stores and overall operational efficiency, laying a solid foundation for performance growth [1]

智通财经APP讯，迪阿股份(301177.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 1.28亿元至1.47亿元，同比增长140.98%至176.30%;扣除非经常性损益后的净利润391.57万元至586.74万 元。 ...

智通财经APP讯，迪阿股份(301177.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 1.28亿元至1.47亿元，同比增长140.98%至176.30%;扣除非经常性损益后的净利润391.57万元至586.74万 元。 ...

Group 1 - The jewelry sector experienced a significant increase of 9.24% on January 28, with Di'A Co. leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] - Key stocks in the jewelry sector showed notable price increases, with Di'A Co. rising by 20.00% to a closing price of 38.76, and Mankalon increasing by 19.96% to 24.70 [1] Group 2 - The jewelry sector saw a net inflow of 744 million yuan from institutional investors, while retail investors experienced a net outflow of 596 million yuan [2] - The trading volume for Di'A Co. was 117,500 shares, with a total transaction value of 424 million yuan [1] - The top performers in terms of net inflow included Jin Yi Culture with 203 million yuan and Cai Zi Co. with 149 million yuan [3]

| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2026-01-28 | 301177 | 迪阿股份 | 30.15 | 6.64 | 200.20 | 长城证券股份有限 | 国金证券股份有限 | | | | | | | | 公司上海长宁区征 | 公司上海静安区南 | | | | | | | | 安西路证券营业部 | 京西路证券营业部 | 1月28日，迪阿股份大宗交易成交6.64万股，成交额200.2万元，占当日总成交额的0.47%，成交价30.15 元，较市场收盘价38.76元折价22.21%。 ...