深蓝财经 . 影响价值圈层！创立于2011年，关注中国最具价值公司，是新中产的财富顾问。 作者：杨波 来源：深蓝财经 "童装第一股"，安奈儿的老板这回真不想干了。 以下文章来源于深蓝财经 ，作者深蓝财经 6月3日，安奈儿刊发关于筹划公司控制权变更事项的停牌公告，控股股东曹璋、王建青夫妻拟转 让公司13.03%的股份，让出控股权。按照最新的持股比例，夫妻二人目前合计持有27.38%的公 司股份，如果转让13.03%，持股比例将降至14.35%。 值得注意的是， 就在停牌前一天，安奈儿股价强势涨停。很多股民怀疑，是不是消息提前泄露 了，并呼吁管理层严查 。 | 230 | 0 | 有内幕消息就是好啊,这市场什么价值 | 大度的乔 | 06-02 21:38 | | --- | --- | --- | --- | --- | | 253 | 1 | 打证监会举报啊,这种走势,明显提前泄露消息了 | 只买不卖行不行 | 06-02 21:39 | | 230 | 0 | 出消息,提前涨停,拉上去,散户接盘,直接浪市。 | 长线小蚂蚁 | 06-02 21:08 | | 244 | 0 | 赶紧去举报泄露内幕消息,一抓 ...

Group 1: Control Changes in Companies - Recently, several A-share listed companies are undergoing significant control changes, with multiple announcements regarding control rights transfer [1][6] - Honghe Technology (002955) announced on June 4 that its actual controllers are planning a share transfer that may lead to a change in control, with trading partners primarily engaged in investment and asset management [1] - Honghe Technology's stock was suspended from trading starting June 5, with an expected suspension period of no more than two trading days [1] Group 2: Financial Performance of Honghe Technology - In 2024, Honghe Technology reported a revenue of 3.525 billion yuan, a year-on-year decrease of 10.29%, and a net profit attributable to shareholders of 222 million yuan, down 31.20% [1] - In Q1 2025, the company faced further pressure, with revenue of 510 million yuan, a decline of 7.4%, and a net profit of 5.85 million yuan, down 76.7% [1][2] - The company reported a negative cash flow from operating activities of 200 million yuan, a decrease compared to the same period last year [1] Group 3: Market Conditions Affecting Honghe Technology - The decline in Honghe Technology's performance in 2024 was attributed to tightened procurement budgets and intensified competition in the domestic education market [2] - The company is investing in AI technology applications, overseas software products, and new growth products while streamlining teams to reduce costs [2] - Adjustments to the domestic education team and strategic initiatives are expected to lead to a recovery in performance in Q4 2024 and significant growth in Q1 2025 compared to 2024 [2] Group 4: Other Companies Undergoing Control Changes - *ST Jinbi (002762) also announced on June 4 that its controlling shareholders are planning a share transfer, with the specifics yet to be determined [2][3] - *ST Jinbi's stock was suspended from trading starting June 5, with an expected suspension period of no more than two trading days [4] - Anner (002875), known as the "first stock in children's clothing," is also in discussions for a control change, with significant uncertainties remaining [4] Group 5: Recent Transactions and Market Reactions - On June 4, Yiming Pharmaceutical (002826) resumed trading and saw its stock price hit the daily limit, closing at 13.4 yuan per share, with a total market value of 2.6 billion yuan [4] - Yiming Pharmaceutical signed a share transfer agreement with Beijing Fuhai, which plans to acquire 43.8559 million shares, representing 23% of the total shares [4][5] - After the transaction, the controlling shareholder of Yiming Pharmaceutical will change from Gao Fan to Beijing Fuhai, with the actual controller changing to Yao Jinbo, founder of 58.com [5][6]

Core Viewpoint - The article emphasizes the long-term commitment and quality focus of the children's clothing brand Annil, which has successfully navigated the evolving market over 30 years by prioritizing comfort and safety over fast fashion trends [1][2][6]. Group 1: Brand Philosophy - Annil was founded in 1996, introducing the concept of "professional children's clothing" in a market that was previously dominated by adult-sized clothing [1]. - The brand's philosophy centers on the belief that children's clothing should be aesthetically pleasing but prioritize safety and comfort, leading to a commitment to high-quality materials despite higher costs [2][3]. - Annil's design principles ensure that children's clothing fits their physical and behavioral needs, which has resulted in strong customer loyalty and repeat purchases [2][3]. Group 2: Market Positioning - Unlike many brands that rely on aggressive marketing and celebrity endorsements, Annil has adopted a "slow" approach, avoiding discounts and focusing on building a trustworthy brand image [2][4]. - The brand's stable pricing strategy allows consumers to develop a reasonable perception of value, contributing to its resilience in a competitive market [4]. - Annil engages customers through community-building activities, enhancing brand loyalty and creating a family-oriented image [4][5]. Group 3: Long-term Strategy - Annil's approach contrasts with the fast fashion trend, emphasizing quality over price, practicality over hype, and long-term growth over quick profits [5][6]. - The brand has maintained a singular focus on its own label, "ANNIL," for 30 years, showcasing a commitment to long-term brand integrity and quality [6]. - The emotional connection formed with consumers across generations positions Annil as more than just a clothing brand, but as a significant part of family memories and experiences [6].

连亏五年，多次跨界失败后，安奈儿创始人决定让出公司控制权。6月2日晚，安奈儿发布公告，披露公司控股股东、实际控制人曹 璋、王建青夫妇正在筹划公司控制权变更相关事项。南都湾财社记者也就此事致电安奈儿，但未获接听。 1996年，曹璋、王建青夫妇创办"安尼尔童装店"，并在此后的20年里将其发展成为国内A股童装第一股。然而上市以来，经历了三年 增长后，2020年以来，公司业绩颓势明显，营收连续5年下滑，净利润也连续5年亏损。 2022年以来，安奈儿开始多次尝试对外投资、跨界收购，试图改善公司盈利能力，但这些努力并未收获成效，多笔收购最终未能成 行，安奈儿也两度因相关信披问题受罚。与此同时，公司股价大起大落，还曾遭人操纵股价。公告前最后一个交易日，安奈儿收获涨 停，股价16.90元，总市值36亿元。 连亏5年累计亏损超5亿元 创始人拟转让公司控制权 公告显示，安奈儿近日收到控股股东、实际控制人曹璋先生、王建青女士的通知，其正在筹划公司控制权变更相关事项。曹璋先生和 王建青女士拟通过向交易对手方转让公司 13.03%的股份等方式，使交易对手方获得公司控制权。具体转让比例和实施方案尚待进一 步沟通确定。本次的交易对手方主要 ...

本报讯 （记者矫月 见习记者梁傲男）5月29日，杭州天目里汇聚童装行业中坚力量，由中国服装协会童 装专业委员会与江南布衣有限公司（以下简称"江南布衣"）联合主办的首期"童学荟 中国童装主题沙 龙"顺利举行。 参观过程中，嘉宾们亲手触摸经过现代工艺改良的传统面料，现场观摩"工艺—艺术—商业"转化的多个 实践案例，切身感受到传统文化在当代表达中的蓬勃生命力。 有嘉宾感慨道："传统工艺不应只是陈列在博物馆中的标本，更应成为激发设计创新的源泉。'融·编织 馆'让我们看到了文化传承与产业升级的双向奔赴。" 随着融·编织馆探访的结束，首期"童学荟·中国童装主题沙龙"圆满落下帷幕。本次沙龙不仅搭建了一个 深度对话与交流的平台，更是一场推动童装行业由单一竞争向生态协同转型的积极实践。作为联合主办 方，江南布衣始终坚持履行社会责任，勇担行业使命，未来也将携手更多行业伙伴，共同探索中国童装 产业的新模式与新路径，为行业高质量发展持续注入澎湃动能与创新活力。 在艺术主题分享中，江南布衣品牌营销总监吴伟波着重分享了jnbybyJNBY的"艺术课堂"项目。该项目 以"艺术基因"激发"自由想象力"，联合国内知名美术馆共同发起，鼓励孩子们 ...

（文/霍东阳 编辑/张广凯） 6月2日晚间，A股"童装第一股"安奈儿突然公告停牌，原因为公司控制权变更处于洽淡阶段，存在重大不确定性。据 称，预计停牌的时间不超过2个交易日。 2025年一季度，安奈儿实现营业收入1.44亿元，归母净利润为-833.3万元，业绩仍未出现好转迹象。 此外，根据2025年第一季度财报，实控人曹璋、王建青夫妇是安奈儿第一大、第二大股东，分别持股19.13%和8.25% （合计直接持有27.38%）。 公告表示，公司控股股东、实际控制人曹璋、王建青拟向交易对手转让公司13.03%的股份等方式，使交易对手获得公 司控制权。交易对手方主要从事投资管理业务，但目前具体转让比例和实施方案尚待进一步沟通确定。 安奈儿的前身是1996年曹璋、王建青夫妇创办"安尼尔童装店"，后以此为基础创立童装品牌"Annil安奈儿"，公司实行 自主设计与采购、外包生产以及直营与加盟销售相结合的经营模式，专注于中高端童装。 2017年，深圳市安奈儿股份有限公司于深交所上市，成为国内A股童装第一股。据wind数据，2018-2019年，安奈儿的 收入分别录得17.56%和9.41%的增长，分别为12.13亿和13.2 ...

备受关注的是，在筹划本次控制权转让事项停牌前一个交易日，即5月30日，安奈儿的股价已经提前涨 停。市场因此质疑，公司存在重大消息泄露的可能性。 长江商报奔腾新闻记者 沈右荣 A股上市八年的"童装第一股"安奈儿（002875.SZ）面临易主。 6月2日晚间，安奈儿发布公告，公司收到控股股东、实控人曹璋、王建青的通知，其正在筹划公司控制 权变更相关事项。曹璋和王建青拟通过向交易对手方转让公司 13.03%的股份等方式，使交易对手方获 得公司控制权。具体转让比例和实施方案尚待进一步沟通确定。 公告披露称，本次的交易对手方主要从事投资管理业务。若本次交易完成后，公司的控股股东、实际控 制人将发生变更。鉴于上述事项尚存在重大不确定性，为保证公平信息披露，维护投资者利益，避免造 成公司股价异常波动，公司股票自6月3日开市起停牌，预计停牌时间不超过2个交易日。 今年一季度，公司实现营业收入1.44亿元，同比减少27.28%；归母净利润亏损833.33万元，亏损额同比 继续扩大。 尽管持续亏损，但安奈儿的财务状况依然较好。截至今年一季度末，公司资产负债率为22.34%，期 末，公司没有债务，货币资金为4.46亿元。 长江商报 ...

带领安奈儿（002875）在资本市场走过八个年头之后，曹璋、王建青夫妇决定退出。6月2日晚间，安奈儿披露公告称，曹璋和王建青拟通过向交易对手方转 让公司13.03%的股份等方式，使交易对手方获得公司控制权，公司股票自6月3日起停牌。值得一提的是，披露易主消息前一交易日，安奈儿股价涨停收 盘，目前最新总市值36亿元。曹璋、王建青夫妇决定退出背后，安奈儿经营业绩每况愈下，净利已连续5年亏损，并且今年一季度净利仍处于亏损状态，尚 未扭亏。 股价"抢跑" 据了解，安奈儿2017年6月登陆资本市场，公司主营业务为"ANNIL 安奈儿"品牌童装的研发设计、供应链管理、品牌运营及产品销售，也被称为A股"童装第 一股"，实控人为曹璋、王建青夫妇。 截至今年一季度末，曹璋、王建青分别是安奈儿单一第一大、第二大股东，持股比例分别为19.13%、8.25%，两人合计直接持有上市公司27.38%的股份。 决定让出上市公司控制权背后，安奈儿近年来经营业绩并不乐观。 6月2日，安奈儿披露的"筹划公司控制权变更事项停牌公告"显示，本次的交易对手方主要从事投资管理业务，具体转让比例和实施方案尚待进一步沟通确 定。若本次交易完成，公司的控股股 ...

转自：前瞻产业研究院 细分产品市场 行业主要上市公司：安奈儿(002875)、森马服饰(002563)、朗姿股份(002612)、泰慕士(001234)等; 本文核心数据：全球童装行业市场规模 2024年全球童装行业市场规模约2800亿美元 儿童服装简称童装，指适合儿童穿着的服装。按照年龄段分包括婴儿服装、幼儿服装、小童服装、中童 服装、大童服装等。还包括中小学的校园服装等。Statista数据显示，2024年全球童装行业市场规模约 2800亿美元，近五年行业复合增速2.02%。 产业竞争 全球童装领先企业主要有Gymboree、OKAIDI、OSHKOSH等，企业具体布局情况如下： | 企业名称 | 所属国家 | 布局情况 | | --- | --- | --- | | Gymboree4 | 美国行 | Gymboree 是美国知名的童装品牌,成立于1976年,主要为 0-7 岁的 « | | | | 婴幼儿设计制造及零售服装。产品涵盖经典、自然、和谐、活泼的设计 | | | | 理念,色彩亮丽,款式多样,深受家长和儿童喜爱。 | | OKAIDI+ | 法国行 | OKAIDI·是法国的时尚董装品牌,专 ...

Investment Rating - The report indicates a positive outlook for the maternal and infant industry, driven by supportive policies and expected growth in consumer spending [4][6]. Core Insights - The report emphasizes the transition of China's fertility policy towards comprehensive support for childbirth, which is expected to enhance consumer confidence and spending in the maternal and infant sector [4][17]. - The maternal and infant market has shown resilience, with a compound annual growth rate (CAGR) exceeding 15% from 2018 to 2024, despite a decline in birth rates [6][32]. - The rise of domestic brands in the maternal and infant sector is notable, with significant market share gains in various sub-sectors [6][37]. Summary by Sections 1. Policy Promotion of Fertility - China's fertility policy has evolved from encouraging childbirth to comprehensive support, with various measures being implemented to boost birth rates [4][10]. - The government is focusing on creating a "fertility-friendly" society, with financial incentives and support services being rolled out across different regions [17][18]. 2. Market Growth and Consumer Trends - Despite a decline in newborn numbers, the maternal and infant market is experiencing growth due to consumption upgrades and the diversification of product offerings [6][32]. - The market size is projected to reach approximately 762.99 billion yuan by 2024, reflecting a year-on-year growth of 15% [31]. 3. Beneficiary Industries and Companies - Various sectors are expected to benefit from the growth in the maternal and infant market, including pharmaceuticals, food and beverage, apparel, and household goods [6][41]. - Key companies highlighted include: - Pharmaceuticals: Jinxin Reproductive, LIZHU Group, and BGI Genomics [6][41]. - Dairy: Yili Group and China Feihe [6][42]. - Apparel: Semir and Anta [6][49]. - Household goods: Bear Electric [6][61]. 4. Competitive Landscape - The report notes an improvement in the competitive landscape, with domestic brands gaining market share across various segments, including infant formula and baby care products [6][37]. - The concentration ratio (CR10) for domestic brands has significantly increased, indicating a shift in market dynamics favoring local players [6][37].