重要内容提示： 证券代码：603839 证券简称：安正时尚 公告编号：2025－032 安正时尚集团股份有限公司股票交易异常波动的公告 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。 ●安正时尚集团股份有限公司（以下简称"公司"）股票连续两个交易日（2025年7月29日、7月30日）收 盘价格涨幅偏离值累计超过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 动情形。 登录新浪财经APP 搜索【信披】查看更多考评等级 （一）生产经营情况 ●经公司自查并向控股股东、实际控制人书面征询核实、确认，截至本公告披露日，公司及控股股东、 实际控制人不存在应披露而未披露的重大事项。 一、股票交易异常波动的具体情况 经公司自查，公司目前生产经营情况正常，内外部经营环境未发生重大变化，不存在应披露而未披露的 重大信息。 （二）重大事项情况 经公司自查并向控股股东、实际控制人书面征询核实，截至本公告披露日，公司、控股股东及实际控制 人不存在影响公司股票交易价格异常波动的重大事项，不存在涉及公司应披露而未披露的重大信息，包 括 ...

安正时尚集团股份有限公司 股票交易异常波动的公告 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。 证券代码：603839 证券简称：安正时尚 公告编号：2025－032 重要内容提示： ●安正时尚集团股份有限公司（以下简称"公司"）股票连续两个交易日（2025 年7月29日、7月30日）收盘价格涨幅偏离值累计超过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情形。 ●经公司自查并向控股股东、实际控制人书面征询核实、确认，截至本公告 披露日，公司及控股股东、实际控制人不存在应披露而未披露的重大事项。 （二）重大事项情况 经公司自查并向控股股东、实际控制人书面征询核实，截至本公告披露日， 公司、控股股东及实际控制人不存在影响公司股票交易价格异常波动的重大事项， 不存在涉及公司应披露而未披露的重大信息，包括但不限于重大资产重组、股份 发行、重大交易类事项、业务重组、股份回购、股权激励、破产重整、重大业务 合作、引进战略投资者等重大事项。 （三）媒体报道、市场传闻、热点概念情况 经公司自查，截至本公告披露日， ...

Group 1 - As of July 30, 2025, Zhejiang Wenyin's stock price closed at 3.93 yuan, an increase of 1.81% compared to the previous trading day, with a trading volume of 539,093 hands and a transaction amount of 212 million yuan [1] - Zhejiang Wenyin is primarily engaged in film and television production, distribution, and textile and apparel business. The company announced that its major productions, including the costume suspense short drama "Who Killed the Painted Bird" and the youth pastoral healing micro-drama "There is a Guesthouse," have completed filming and are in post-production. Additionally, the female-themed realistic film "The Next Typhoon" is set to be released at a later date. The company is also advancing the creation of works such as "The Window with a View of Scenery" and "There are Beautiful Trees in the South" [1] Group 2 - On July 30, data showed that the net outflow of main funds from Zhejiang Wenyin was 11.3784 million yuan [2]

Group 1 - Xinjiang La Chapelle Fashion Co., Ltd. has invested 1 million RMB to establish Hangzhou La Chapelle Fashion Co., Ltd., holding 100% of the shares [1] - Hangzhou La Chapelle Fashion Co., Ltd. was established on July 28, 2025, with a registered capital of 1 million RMB [1] - The company is located in Hangzhou and operates in the textile and apparel industry, engaging in various activities including wholesale and retail of clothing and accessories, sales of daily necessities, and brand management [1]

金融界消息 截至2025年7月30日收盘，美邦服饰（002269）报收于1.94元，下跌0.51%，换手率4.74%， 成交量119.09万手，成交金额2.31亿元。 资金流向方面，今日主力资金净流出1215.82万元，占比成交额5.27%。其中，超大单净流出632.28万 元、占成交额2.74%，大单净流出583.54万元、占成交额2.53%，中单净流出流入756.11万元、占成交额 3.27%，小单净流入459.70万元、占成交额1.99%。 美邦服饰最新一期业绩显示，截至2025一季报，公司营业总收入1.43亿元、同比减少48.74%，归属净利 润638.93万元，同比减少90.62%，扣非净利润217.36万元，同比减少72.72%，流动比率0.489、速动比率 0.238、资产负债率84.48%。 天眼查商业履历信息显示，上海美特斯邦威服饰股份有限公司，成立于2000年，位于上海市，是一家以 从事纺织服装、服饰业为主的企业。企业注册资本251250万人民币，实缴资本251250万人民币。公司法 定代表人为周成建。 来源：金融界 通过天眼查大数据分析，上海美特斯邦威服饰股份有限公司共对外投资了58家企 ...

Core Viewpoint - The article emphasizes the importance of industrial chains and brands in modern industrial development, highlighting the efforts of Liaocheng City to enhance its industrial system and promote "Shandong Good Brands" through a series of initiatives focused on the light industry and textile sector [1][4]. Group 1: Industrial Chain Development - Liaocheng's light industry and textile chain has a solid foundation and distinctive features, achieving significant market impact through small products [4]. - The paper and printing industry in Liaocheng is led by companies such as Galaxy Ruixue Paper and Jin Caizun Paper, covering various fields including lightweight printing paper and digital printing, showcasing strong industrial foundations and market influence [7]. - The textile and apparel industry has a complete system led by enterprises like Sanhe Group and Jinhao Group, meeting the growing domestic and international market demands, with Dongchangfu District producing 55 million cotton garments annually, generating 2 billion yuan in output value [7]. Group 2: Strategic Initiatives - The city encourages leading enterprises to enhance competitiveness through mergers and capital cooperation, transitioning from production-focused to diversified operations including design and brand development [8]. - Efforts are being made to increase market penetration and brand recognition, with support for participation in domestic and international exhibitions to elevate the influence of established brands like Sanhe and Jinhao [8]. - Talent acquisition and retention are prioritized, with initiatives to align educational programs with industry needs, ensuring a skilled workforce for high-quality industrial development [9]. Group 3: Policy Support and Financial Assistance - The city’s business bureau collaborates with financial institutions to offer 44 types of financial products tailored for the cotton garment industry, aiming to support enterprises facing temporary funding shortages [9]. - Continuous efforts will be made to improve the business environment by simplifying administrative processes and ensuring timely resolution of enterprise needs [9].

资金流向方面，今日主力资金净流出1056.77万元，占比成交额8.62%。其中，超大单净流出745.79万 元、占成交额6.08%，大单净流出310.98万元、占成交额2.54%，中单净流出流出147.94万元、占成交额 1.21%，小单净流入1204.71万元、占成交额9.82%。 特力A最新一期业绩显示，截至2025一季报，公司营业总收入3.28亿元、同比减少56.68%，归属净利润 3422.81万元，同比减少2.89%，扣非净利润3107.54万元，同比减少4.40%，流动比率1.266、速动比率 1.078、资产负债率25.12%。 金融界消息 截至2025年7月30日收盘，特 力Ａ（000025）报收于17.1元，下跌0.58%，换手率1.82%，成 交量7.16万手，成交金额1.23亿元。 通过天眼查大数据分析，深圳市特力(集团)股份有限公司共对外投资了41家企业，参与招投标项目639 次，知识产权方面有商标信息45条，此外企业还拥有行政许可43个。 来源：金融界 天眼查商业履历信息显示，深圳市特力(集团)股份有限公司，成立于1986年，位于深圳市，是一家以从 事纺织服装、服饰业为主的企业。企业 ...

通过天眼查大数据分析，青岛酷特智能股份有限公司共对外投资了13家企业，参与招投标项目550次， 知识产权方面有商标信息648条，专利信息102条，此外企业还拥有行政许可20个。 来源：金融界 金融界消息 截至2025年7月30日收盘，酷特智能（300840）报收于22.32元，上涨1.22%，换手率 10.3%，成交量18.24万手，成交金额4.04亿元。 资金流向方面，今日主力资金净流入2459.63万元，占比成交额6.08%。其中，超大单净流入1822.95万 元、占成交额4.51%，大单净流入636.68万元、占成交额1.57%，中单净流出流出327.82万元、占成交额 0.81%，小单净流出2131.81万元、占成交额5.27%。 酷特智能最新一期业绩显示，截至2025一季报，公司营业总收入1.56亿元、同比减少7.22%，归属净利 润1538.85万元，同比减少86.53%，扣非净利润2891.21万元，同比增长15.87%，流动比率2.848、速动比 率2.539、资产负债率16.74%。 天眼查商业履历信息显示，青岛酷特智能股份有限公司，成立于2007年，位于青岛市，是一家以从事纺 织服装、服饰 ...

Core Insights - Hong Kong market plays a crucial role in facilitating corporate overseas expansion, capital repatriation, and the internationalization of the Renminbi, with policy support reinforcing its status as an international financial center [1] - The southbound trading of high-dividend stocks in the Hong Kong Stock Connect has reached a 40% transaction share, indicating a significant enhancement in the pricing power of Chinese enterprises [1] - The long-term average premium of A-shares over H-shares is below 25%, with a potential decline to 26% or lower within the year, driven by a weakening US dollar [1] Industry Analysis - Continuous improvement in corporate earnings is observed, with the MSCI China Index EPS rising for three consecutive years, providing fundamental support for Hong Kong stock performance [1] - Cyclical industries such as coal and cement may experience accelerated bottoming due to the "anti-involution" trend, while sectors like social services, textiles, and aviation are currently undervalued and in a high prosperity phase [1] - The technology sector in Hong Kong is viewed as a core asset for both domestic and foreign investors, exhibiting growth potential beyond economic cycles, with current valuations at low levels and significant room for recovery [1] Investment Products - The Hong Kong Stock Connect High Dividend ETF (159331) tracks the high dividend index (930914), focusing on stocks with high dividend yields and stable returns, primarily from traditional sectors like finance and real estate [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect High Dividend Investment ETF Initiated Link A (022274) and Link C (022275) [2]

Summary of Key Points Core Viewpoint - The report highlights the significant role of CFOs in A-share listed companies, emphasizing their influence on financial health, strategic decision-making, and overall company performance. The total compensation for CFOs in A-shares reached 4.243 billion yuan, with an average salary of 760,300 yuan [1]. Group 1: CFO Compensation - The highest annual salary for a CFO in the A-share market is 2.3533 million yuan, while the lowest is 81,600 yuan, with the industry average exceeding 500,000 yuan [1]. - A total of 15 listed companies have CFOs earning over 1 million yuan, including companies like Taiping Bird, Baoxini Bird, and Dizuo Fashion, with salaries of 2.3533 million yuan, 1.5866 million yuan, and 1.5221 million yuan respectively [1]. Group 2: CFO Demographics - The majority of CFOs in the industry hold a bachelor's degree, but among the 15 CFOs earning over 1 million yuan, most have a master's degree. Only 5 have a diploma or bachelor's degree [4]. - The average age of CFOs is over 40, with the youngest being Lin Guixian from ST Jinbi, born in 1991, making him 34 years old. The youngest among the high-earning CFOs is Hu Xinyan from Huali Group, born in 1989, at 36 years old [4]. Group 3: Company Performance - Among the companies paying over 1 million yuan in CFO salaries, only 5 experienced a decline in revenue, with year-on-year decreases of 21.18% for Shengtai Group, 3.29% for Jinhong Group, 16.23% for Dizuo Fashion, 1.91% for Baoxini Bird, and 12.7% for Taiping Bird [4].