Core Points - The company operates 76 self-operated malls and 235 managed malls as of June 30, 2025, with additional strategic partnerships and franchised projects [1] - The company closed 2 self-operated malls and transitioned 3 managed malls to self-operated status during the reporting period [1] - The company reported a revenue of RMB 2.482 billion from self-operated malls, a decrease of 16.4% year-on-year, with a gross margin of 71.1%, down 0.3 percentage points from the previous year [2] Group 1 - The company has 16 self-operated malls under preparation, with a planned construction area of approximately 2.63 million square meters [1] - There are 256 managed projects that have obtained land use rights or secured land parcels [1] - The company closed 22 managed malls across various provinces, indicating a significant restructuring of its managed mall portfolio [1]

Core Insights - The company reported a revenue of 3.337 billion yuan for the six months ending June 30, 2025, representing a year-on-year decrease of 21% [1] - The loss attributable to the company's owners was 1.955 billion yuan, an increase of 46.23% compared to the previous year [1] - The loss per share was 0.45 yuan [1] Revenue Breakdown - Rental and related income from self-operated malls decreased by 15.6%, primarily due to increased discounts offered to support merchants [1] - Revenue from managed malls declined by 26.4% compared to the same period in 2024, mainly due to a reduction in the number of managed malls [1] - Revenue from construction and decoration services, as well as other income, also saw varying degrees of decline compared to 2024 [1]

报告期内，自营商场的租金及相关收入下降15.6%，主要是本公司为了支持商户持续经营，稳商留商优 惠增加所致。报告期内，委管商场收入较2024年同期下降26.4%，主要是受委管商场数量减少的影响。 此外，建筑装饰服务收入和其他收入较2024年同期均有不同幅度下降。 智通财经APP讯，红星美凯龙(01528)发布截至2025年6月30日止6个月中期业绩，该集团取得收入33.37 亿元，同比减少21%;本公司拥有人应占亏损19.55亿元，同比增加46.23%;每股亏损0.45元。 ...

Core Viewpoint - The company reported a slight increase in revenue but a significant decline in net profit for the first half of 2025 compared to the previous year [1] Financial Performance - The company's operating revenue reached 6.445 billion yuan, reflecting a year-on-year growth of 1.54% [1] - The net profit attributable to shareholders was 328 million yuan, showing a year-on-year decrease of 45.52% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 364 million yuan, down 46.03% year-on-year [1] - Basic earnings per share were reported at 0.05 yuan [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任 何責任。 Red Star Macalline Group Corporation Ltd. 紅星美凱龍家居集團股份有限公司 （一家於中華人民共和國註冊成立的中外合資股份有限公司） （股份代號：1528） 2025 年半年度經營數據公告 本公告乃由紅星美凱龍家居集團股份有限公司（「本公司」）根據《香港聯合交易所有 限公司證券上市規則》第13.09條、第13.10B條、《證券及期貨條例》（香港法例第571 章）第XIVA部項下的內幕消息條文以及《上海證券交易所股票上市規則》的要求作 出。 本公司董事會及全體董事保證本公告內容不存在任何虛假記載、誤導性陳述或者重 大遺漏，並對其內容的真實性、準確性和完整性承擔法律責任。 根據上海證券交易所《上市公司行業信息披露指引第五號－零售》以及《關於做好主 板上市公司2025年半年度報告披露工作的重要提醒》的要求，本公司將2025年半年 度（「報告期」）主要經營數據披露如下： 截 ...

转自：证券时报 人民财讯8月29日电，美凯龙(601828)8月29日晚间披露半年报，2025年上半年，公司实现营业收入33.37 亿元，同比下降21.01%；归属于上市公司股东的净利润-19亿元；基本每股收益-0.44元。 ...

红星美凯龙家居集团股份有限公司 2025 年半年度经营数据公告 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 红星美凯龙家居集团股份有限公司 证券代码：601828 证券简称：美凯龙 编号：2025-066 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。 根据上海证券交易所 《上市公司行业信息披露指引第五号——零售》以及 《关于做好主板上市公司 2025 年半年度报告披露工作的重要提醒》的要求，红 星美凯龙家居集团股份有限公司（"公司"）将 2025 年半年度（"报告期"）主要 经营数据披露如下： 截至 2025 年 6 月 30 日，公司经营 76 家自营商场，235 家不同管理深度的 委管商场，通过战略合作经营 7 家家居商场，此外，公司以特许经营方式授权 23 家特许经营家居建材项目，共包括 369 家家居建材店/产业街。 一、2025 年半年度商场变动情况 报告期内，公司关闭 2 家自营商场，位于重庆市、广东广州，有 3 家商场由 委管转为自营，位于河北唐山、天津市，有 2 家商场由自营转为委管，位于内蒙 古包头、江苏常州；委管商场新开 1 家商场，位于江苏泰州， ...

红星美凯龙家居集团股份有限公司 证券代码：601828 证券简称：美凯龙 编号：2025-064 红星美凯龙家居集团股份有限公司 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。 红星美凯龙家居集团股份有限公司（以下简称"公司"）第五届董事会第九 次会议以电子邮件方式于 2025 年 8 月 15 日发出通知和会议材料，并于 2025 年 人（含授权代表），其中车建兴先生因故无法亲自出席并委托徐国峰先生代为出 席并投票，会议由董事长李玉鹏主持，本次会议的召开及审议符合《中华人民共 和国公司法》和《红星美凯龙家居集团股份有限公司章程》的有关规定。会议形 成了如下决议： 一、审议通过《公司截至 2025 年 6 月 30 日止半年度财务报表》 本议案经由董事会审计委员会审议通过，并同意提交董事会审议。 表决结果: 同意 15 票、反对 0 票、弃权 0 票。 二、审议通过《公司截至 2025 年 6 月 30 日止半年度报告及半年度业绩》 本议案经由董事会审计委员会审议通过，并同意提交董事会审议。 表决结果: 同意 15 票、反对 ...

| | 红星美凯龙家居集团股份有限公司2025 年半年度报告摘要 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 公司代码：601828 | 公司简称：美凯龙 | | | | | | | | | | 红星美凯龙家居集团股份有限公司 | | | | | | | | | | | | 红星美凯龙家居集团股份有限公司2025 年半年度报告摘要 | | | | | | | | | | | 第一节 重要提示 | | | | | | | | | | 展规划，投资者应当到 | www.sse.com.cn 网站仔细阅读半年度报告全文。 | | | | | | | | | | 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | | | | | | | 未出席董事职务 | 未出席董事姓名 未出席董事的原因说明 | | | | | | 被 | | | | 委托人姓名 | | | | | | | | | | | 董事 | 车建兴 个人原因 | 徐国峰 | | | | | | | | | ...

Core Viewpoint - Red Star Macalline Home Group Co., Ltd. reported significant changes in its operational structure and financial performance for the first half of 2025, including a decrease in revenue and adjustments in the number of self-operated and managed malls [1][3][8]. Group 1: Operational Changes - As of June 30, 2025, the company operated 76 self-owned malls and 235 managed malls, with 7 additional malls operated through strategic partnerships [1][3]. - During the reporting period, the company closed 2 self-owned malls and transitioned 3 managed malls to self-operated status, while 2 self-operated malls were converted to managed status [1][3]. - A total of 22 managed malls were closed across various provinces, including Zhejiang, Hebei, and Guangdong [1][3]. Group 2: Financial Performance - The revenue from self-operated malls for the reporting period was approximately CNY 2.48 billion, representing a 16.4% decrease compared to the same period last year [8]. - The gross profit margin for self-operated malls was reported at 71.1%, a slight decrease of 0.3 percentage points year-on-year [8]. - Revenue from self-owned malls decreased by 12.5% to approximately CNY 2.24 billion, while revenue from managed malls saw a significant decline of 44.7% [8]. Group 3: Regional Performance - Revenue from self-operated malls in Beijing was CNY 330.25 million, down 9.4%, while Shanghai reported CNY 612.39 million, a decrease of 15.8% [8]. - The Northeast region experienced a minor decline of 1.3% in revenue, totaling CNY 226.37 million, with a gross margin increase of 2.8 percentage points [8]. - The South China region faced the most significant revenue drop of 53.6%, with a gross margin increase of 25.3 percentage points [8].