证券代码：600828 证券简称：茂业商业 公告编号：临 2025-024 号 茂业商业股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 二、 说明会召开的时间、地点 （https://roadshow.sseinfo.com/） （三） 会议召开方式：上证路演中心网络互动 会议召开时间：2025 年 6 月 19 日(星期四)下午 15:00-16:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 6 月 12 日(星期四) 至 6 月 18 日(星期 三)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 csjt600828@126.com 进行提问。公司将在说明会上对 投资者普遍关注的问题进行回答。 茂业商业股份有限公司（以下简称"公司"）分别于 2025 年 3 月 2 ...

金 融 期 货 研 究 2025 年 5 月 12 日 期指：短期偏强，关注实质性内容 【期指期现数据跟踪】 期指数据 | | 收盘价 | 涨跌幅% | 基 差 | 成交额-亿 | 成交量 | 变 动 | 持仓量 | 变 动 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 沪深300 | 3846.16 | ↓0.17 | | 2167 | | | | | | IF2505 | 3840.2 | ↓0.15 | -5.96 | 259.6 | 22554 | ↓8860 | 40133 | ↓6040 | | IF2506 | 3808.6 | ↓0.19 | -37.56 | 455.9 | 39940 | ↓19045 | 138820 | ↓7201 | | IF2509 | 3743.6 | ↓0.32 | -102.56 | 99.5 | 8861 | ↓4222 | 58536 | ↓984 | | IF2512 | 3706.8 | ↓0.42 | -139.36 | 24.6 | 2208 | ↓928 | 9288 | ...

【导读】A股银行板块再度走强，德国股市创历史新高 大家好，今天的市场震荡下跌，整体情绪比较低迷，一起看看发生了什么事情。 A股调整 | 内地股票 它 | | | --- | --- | | 行情 资金净流入 | 涨跌分布 | | 上证指数 深证成指 | 北证50 | | 3342.00 10126.83 -10.00 -0.30% -70.83 -0.69% -1.62 -0.12% | 1379.31 | | 科创50 创业板指 | 万得全A | | 1006.32 2011.77 -20.12 - - 1.96% - 17.68 - 0.87% - 35.52 - - 0.70% | 5071.11 | | 沪深300 中证500 | 中证A500 | | 3846.16 5721.72 -6.74 -0.17% -52.08 -0.90% -17.40 -0.38% | 4526.24 | | 中证1000 深证100 | 中证红利 | | 6082.08 4449.04 -76.00 - -1.23% - - 19.25 - - 0.43% +27.72 - +0.51% | 5421.84 | 两市 ...

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 美容护理 | 3.20 | 63.56 | 43.52 | 芭薇股份 | 12.56 | | 银行 | 1.24 | 236.39 | 10.34 | 青岛银行 | 2.98 | | 纺织服饰 | 0.95 | 140.31 | 10.04 | 万事利 | 20.03 | | 公用事业 | 0.74 | 263.62 | 16.25 | 晋控电力 | 9.93 | | 煤炭 | 0.50 | 42.68 | 18.17 | 淮河能源 | 10.03 | | 家用电器 | 0.49 | 227.42 | 5.44 | 春光科技 | 10.00 | | 食品饮料 | 0.49 | 193.83 | -17.34 | 交大昂立 | 9.94 | | 石油石化 | 0.26 | 55.61 | 2.16 | 博汇股份 | 1.73 | | 医 ...

Group 1 - The retail sector experienced a significant decline in the late trading session, with Maoye Commercial (600828) hitting the daily limit down [1] - Guofang Group (601086) and Guoguang Chain (605188) both fell over 7% [1] - Dongbai Group (600693), Guangbai Co. (002187), and Zhongbai Group (000759) also saw notable declines [1]

Core Viewpoint - The article discusses the emergence of exoskeleton robots as a revolutionary aid for activities like mountain climbing, enhancing human capabilities while reducing physical strain [2][14]. Group 1: Exoskeleton Technology and Experience - During the 2025 May Day holiday, tourists at Mount Tai and Enshi Grand Canyon can rent exoskeleton robots for climbing, reducing leg strain by over 30% [2]. - User experiences highlight significant benefits, with one 60-year-old tourist noting a 50% reduction in knee pressure, and average climbing times decreasing by 40% with a 90% satisfaction rate among users [3]. Group 2: Technical Insights - The exoskeletons utilize biomimetic design and AI algorithms to understand human movement, with sensors capturing motion intentions and processing data in 0.1 seconds [3]. - The drive system features a brushless motor and harmonic reducer, providing a torque output of 40 N·m, effectively acting as an "invisible engine" for the legs [4]. - Weighing only 1.8 kg, the carbon fiber frame allows for a long battery life of up to 5 hours, making it lighter than a bottle of water [5]. Group 3: Commercialization and Market Potential - Shenzhen Kenwei Technology's VICX series is expected to sell over 100,000 units in 2025, while the "Qiyuan TR1" exoskeleton sold out in 15 seconds at a price of 2,500 yuan [6]. - Key technological advancements include a 60% cost reduction in metal components through 3D printing, modular designs for various applications, and solid-state battery technology extending usage to 8 hours [6]. Group 4: Market Opportunities - The global market for rehabilitation exoskeletons is growing at a 32% annual rate, with only 1% of 45 million spinal injury patients currently using such devices [7]. - In industrial settings, exoskeletons like EksoVest reduce shoulder fatigue by 80% and improve bolt installation efficiency by 30% [8]. - The industrial exoskeleton market is projected to reach $3.5 billion by 2030, with a compound annual growth rate of 38% [9]. Group 5: Aging Population and Economic Impact - With over 310 million people aged 60 and above in China, including 40 million with partial disabilities, exoskeletons are being developed to assist in mobility for the elderly [10]. - The market for elderly care exoskeletons in China is expected to exceed 20 billion yuan by 2030 [10]. Group 6: Challenges and Future Outlook - Current challenges include battery life limitations, with existing lithium batteries supporting only 4-6 hours of use, and the need for improved human-machine collaboration [11]. - Policy support is accelerating development, with the Chinese government prioritizing rehabilitation exoskeletons and reducing approval times for new products [12]. - Future innovations may include flexible exoskeletons that act like a second skin and AI-driven rehabilitation systems [13]. Group 7: Market Projections - The global exoskeleton market is projected to reach 68 billion yuan by 2030, marking the beginning of a significant technological revolution [14].

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 经自查，公司目前生产经营情况及内部经营秩序一切正常，公司主营业务、生产经营情况以及经营环境 与前期披露的信息相比未发生重大变化。敬请广大投资者注意二级市场交易风险，理性决策，审慎投 资。 重要内容提示： ●茂业商业股份有限公司（以下简称"公司"、"本公司"）股票于2025年4月28日、4月29日连续两个交易 日内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的有关规定，属于股票交 易异常波动。 ●公司于2025年4月28日披露《2025年第一季度报告》，公司2025年第一季度营业收入64,082.99万元， 同比下降22.12%；归属于上市公司股东的净利润1,434.19万元,同比下降75.46%。公司基本面未发生重大 变化，公司郑重提醒广大投资者注意股票交易非理性炒作风险。 ●经公司自查，并向公司控股股东及实际控制人书面发函询证，截至本公告披露日，除公司已披露事项 外，本公司及控股股东、实际控制人不存在 ...

PS: 本周一在本号发布的 《 绩优线是明牌，暗线是谁？ 》 特别提出的华为鸿蒙和昇腾机会这两天都明显收 获： 一、 行情复盘：机器人全线暴涨、 AI 概念强势轮动，银行拖累沪指 今天 三大指数 明显 分化，创业板指（ +0.83%）>深成指（+0.51%）>沪指（-0.23%）。 两市 共 成交 1.17万亿 （ 较前一日放量 1472亿 ， 14%+） ， 节前最后一天的 市场交投活跃。超 3400股上涨，市场 整体赚钱效应尚可，但短线情绪分化明显。 题材 及行业板块表现上，科技线明显回归，机器人全线暴涨、 AI概念强势轮动 ，银行、电力拖累 大盘。 其中 强势题材：机器人、 AI概念全线爆发 ， 机器人概念 共 1 0余股涨停，外骨骼机器人分支、PEEK材料 表现强势 ，智元机器人和华为机器人都有不错表现 。 AI产业链 的 算力：鸿博股份 4连板，东珠生态6天4 板，电光科技一字涨停 ； 端侧 AI：AI眼镜（深康佳A涨停）、端侧芯片（瑞芯微涨停、乐鑫科技 、恒玄科 技 大涨） ； 华为昇腾：常山北明 、川润股份 涨停， 拓维信息、芯海科技、神州数码、软通动力等 华为 昇腾和鸿蒙概念 股活跃。 抢出口 ...

Core Viewpoint - The financial performance of Maoye Commercial (600828.SH) in Q1 2025 shows significant declines in both revenue and net profit, raising concerns about the recovery prospects of the traditional retail industry [1][2]. Financial Performance - The company's revenue for Q1 2025 was 641 million yuan, a year-on-year decrease of 22.12% - The net profit attributable to shareholders was 14.34 million yuan, down 75.46% year-on-year - The net profit excluding non-recurring items was 15.73 million yuan, a decline of 71.35% year-on-year [1][2]. Cost Management - Despite the decline in revenue and profit, the gross margin increased to 60.76%, up 1.09% year-on-year - The net profit margin, however, fell to 2.07%, a decrease of 71.16% year-on-year - Total selling, administrative, and financial expenses amounted to 342 million yuan, accounting for 53.36% of revenue, compared to 47.02% in the same period last year [2]. Online Business Strategy - In response to the challenges posed by online retail, the company has intensified its online presence through platforms like Maolehui APP and WeChat Mini Programs - Online sales in 2024 reached 19 million yuan, representing 10.06% of total department store sales [2][3]. Acquisition Issues - The acquisition of Shenzhen Youyigou E-commerce Co., Ltd. aimed to integrate online and offline channels but has not achieved its intended goals - The acquired company failed to meet performance commitments, with a cumulative actual net profit of 139.74 million yuan from 2018 to 2020, falling short of the promised 150 million yuan - The company faced regulatory scrutiny due to inaccurate financial reporting related to this acquisition, resulting in a warning from the Sichuan Securities Regulatory Bureau [3].

Retail Sector Activity - The retail sector showed significant activity with Maoye Commercial (600828) hitting the daily limit and achieving five consecutive trading limits [1][4] - Other notable stocks in the retail sector included Cuiwei Co. (603123) and Laisen Tongling (603900), both reaching the daily limit, while Zhongxing Commercial (000715) and Hongqi Chain (002697) also saw substantial gains [4] Economic Indicators - In the first quarter, China's total retail sales of consumer goods reached 12.47 trillion yuan, marking a year-on-year growth of 4.6%, which is an acceleration of 1.1 percentage points compared to the previous year [6] - March alone saw a growth rate of 5.9% in retail sales [6] AI Glasses Concept - The AI glasses concept opened strong with Yingtong Communications (002861) hitting the daily limit, while Deep Konka A surged over 8% [7] Computing Power Leasing Concept - The computing power leasing concept gained momentum with Changshan Beiming (000158), Chaoxun Communication (603322), and Hongbo Co. (002229) all reaching the daily limit, and Yitian Intelligent (300911) rising over 10% [8] Real Estate Sector Movement - The real estate sector experienced a surge with Zhonghua Enterprise (600675) and Yuehongyuan A both hitting the daily limit, while Huayuan Real Estate (600743) and Xinhuangpu (600638) increased by over 7% [9] Banking Sector Decline - The banking sector faced declines, with Huaxia Bank dropping over 8%, and major banks like China Construction Bank, Beijing Bank, and others falling by more than 2% [10] Manufacturing PMI - China's manufacturing purchasing managers' index (PMI) for April was reported at 49%, a decrease of 1.5 percentage points from the previous month, indicating a contraction in the manufacturing sector [11] - High-tech manufacturing PMI stood at 51.5%, indicating continued expansion in that sector [11] - The service sector maintained expansion with a business activity index of 50.1, despite a slight decline from the previous month [11] US Automotive Tariff Developments - President Trump signed an announcement to provide compensation for tariffs on imported auto parts, allowing up to 3.75% of the retail price for compensation, which will decrease to 2.5% in the second year [12] - This move reflects ongoing pressure on the government regarding its tariff policies [12]