湖北美尔雅股份有限公司 2025年半年度主要经营数据的公告 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：600107 证券简称：ST 尔雅 公告编号：2025056 湖北美尔雅股份有限公司（以下简称"公司"）根据上海证券交易所发布的 《上市公司行业信息披露指引第十号——服装》的相关规定，现将公司2025年半 年度主要经营数据（未经审计）公告如下： （二）报告期内直营店和加盟联营店的盈利情况 一、报告期内门店变动情况 品牌 门店类型 2024 年末 数量（家） 2025 年 6 月末 数量（家） 2025 年 1-6 月 新开店（家） 2025 年 1-6 月 关闭店（家） 美尔雅品牌 直营店 31 34 3 0 美尔雅品牌 加盟联营店 121 108 0 13 合计 152 142 3 13 单位:万元 币种：人民币 品牌类型 营业收入 营业成本 毛利率 （%） 营业收入比上 年增减（%） 营业成本比上 年增减（%） 毛利率比上 年增减（%） 美尔雅品牌 10,857.09 6,258.18 42.36 -25. ...

北京商报讯(记者刘卓澜)8月29日，都市丽人发布2025年半年报显示，报告期内，都市丽人营收实现 14.36亿元，同比减少5%；盈利5779.6万元。都市丽人表示，营收及利润变动主要是由于产业项目销售 减少所致。产业项目交付数量较去年同期减少，玉泉项目的余下已签订合同的单位将于2025年前陆续交 付。 报告期内，都市丽人主营业务贴身衣物营收12.89亿元，较2024年下半年环比增长2.3%；毛利率较同期 增长0.5%提升至49.6%；纯棉居物收入同比增长约46%。主要是由于纯棉居物依托精准的市场布局、差 异化的产品定位及优质的服务体验，实现快速扩张。 电商渠道深化推进联营商合作，都市丽人上半年集团电商GMV超16亿元，同比增长243%。都市丽人介 绍，上半年电商平台销售表现突出，天猫渠道618排名，都市丽人内衣旗舰店斩获前十；内衣品类销售 荣获京东平台第四名。此外，都市丽人采取了加深与联营商合作的策略，通过提升品牌与渠道的协同效 能，对供应链协同优化，联合集团供应链资源，共享原材料、优化现有供应商库，并启动供应商评估管 理。都市丽人表示，2025年下半年，电商业务将继续高速增长，全年GMV有望超过34亿元。 ...

8 月 26 日，比音勒芬(股票代码：002832)发布 2025 年半年度业绩报告。在消费市场复杂多变的背景 下，公司上半年实现营业收入 21.03 亿元，同比增长 8.63%，持续穿越周期高增长，净资产收益率平均 18.38%，营业利润率平均 26.27%。其中，第二季度单季营业收入同比增长22.33%，在复杂市场环境中 保持稳重向好，展现出稳健的成长韧性。值得注意的是，线上渠道销售收入同比大幅增长71.82%，研 发投入持续提升，多品牌、全渠道战略成效显著。经营性现金流方面，上半年公司经营现金流净额3.36 亿元，截至本报告期末，可用资金达26亿元，充裕的资金储备为中长期成长积蓄动能。 核心业绩逆势增长 经营韧性凸显 在国内外市场需求偏弱、行业效益普遍承压的复杂环境下，比音勒芬交出了一份亮眼的成绩单。2025 年上半年，我国服装行业规模以上企业营业收入同比下降 1.43%，利润总额同比下降 12.92%，营业收 入利润率仅为3.70%。与之形成鲜明对比的是，比音勒芬不仅实现营收稳步增长，更以75.92% 的毛利率 远超行业平均水平，彰显出强大的品牌竞争力。 尽管加大了战略投入，如新品牌的培育与建设等，但 ...

今年上半年，朗姿股份通过二级市场减持若羽臣部分股票，累计成交金额21704.50万元，扣除成本和相 关交易税费后确认投资净收益16640.58万元，影响当期净利润14144.50万元，占公司最近一个会计年度 经审计归属于上市公司股东净利润的54.99%；同时参与设立七只医美并购基金，基金整体规模可达 28.37亿元，通过基金专业化收购和孵化医美标的，助力医美业务规模提升。 此外，公司对现有业务流程不断优化，在供应链管理上，医美业务上半年集采率91.5%，主材集采率 94%，辅材集采率70%，同比上升27%，药品集采率41%，同比上升11%，采购降价率9.1%，有效降本 增效。 募投项目相关进展方面，朗姿股份医美业务持续推进全国布局，截至上半年末已拥有42家医疗美容机 构，主要分布在北京、成都、西安等地区，同时晶肤医美围绕社区化、生活化战略，在成都布局5家"晶 肤美瑟"生活美容机构。 （文章来源：证券日报） 本报讯 （记者李乔宇实习生郭奕妍）8月29日，朗姿股份有限公司（以下简称"朗姿股份"）发布2025年 半年度报告。报告显示，2025年上半年，朗姿股份实现营业收入27.88亿元，同比下降4.30%；实现归属 ...

Group 1: Tariff Impact Overview - The latest round of tariffs in the U.S. took effect on August 7, raising the average tariff rate to 18.6%, the highest since 1933, resulting in an estimated annual increase of $2,400 in household spending [1] Group 2: Price Increases by Product Category - **Electronics**: Computer prices rose nearly 5% year-on-year as of June, with short-term price increases projected at 18.2% and long-term at 7.7% [2] - **Clothing and Leather Goods**: Prices are expected to rise nearly 20% even after supply chain adjustments [4] - **Footwear**: Nike announced price increases for certain shoe models, with specific increases varying by style, as they plan to pass on tariff costs to consumers [6] - **Toys**: Prices increased by 3.2% in Q2, with over 75% of toys relying on Chinese production, making it difficult to shift production locations [9] - **Home Appliances and Household Goods**: Major retailers like Walmart and Costco have begun raising prices on appliances and kitchen products, though specific increases are not yet disclosed [11] - **Consumer Goods**: Procter & Gamble plans to raise prices on products like Tide and Pampers by an average of 2.5% to offset approximately $1 billion in tariff costs [13] - **Food and Agricultural Products**: Overall food prices are expected to rise by over 3%, with fresh produce potentially increasing by 7% [15] - **Coffee**: Tariffs on Brazilian coffee are as high as 50%, leading to significant retail price increases [17] - **Alcohol**: Tariffs on imported wines and spirits from the EU will rise from 10% to 15%, affecting retail prices [19] - **Automobiles**: Average vehicle prices are expected to rise by 12% (approximately $6,000), with specific increases for Japanese and Mexican assembled models [24] - **Watches**: Swiss watch exports to the U.S. will face a tariff increase to 39%, leading to expected retail price hikes [23]

格隆汇8月29日丨汇洁股份(002763.SZ)公布2025年半年度报告，上半年公司实现营业收入15.68亿元，同 比增长1.37%；归属于上市公司股东的净利润1.20亿元，同比下降10.84%；归属于上市公司股东的扣除 非经常性损益的净利润1.14亿元，同比下降12.71%；基本每股收益0.29元；拟向全体股东每10股派发现 金红利3元(含税)。 ...

今年上半年，嘉曼服饰在业务布局上持续推进多品牌矩阵建设与品类拓展。2024年年中，嘉曼服饰开始 全面正式经营暇步士男女装，2025年上半年男女装业务实现营业收入1.14亿元，同比大幅增长 752.45%，成为公司重要的增长动力。 （文章来源：证券日报） 研发与品牌运营方面，嘉曼服饰坚持自主研发设计，自有品牌"水孩儿""暇步士"及授权品牌"哈吉斯"的 产品设计研发按半年周期推进，从商品企划到主题色系开发、面料选择、款式设计及版型研发均自主完 成，同时加大品牌推广力度，通过与明星达人合作、开展地面推广活动、线上多渠道内容推送等方式， 强化品牌在消费者心智中的印记。生产采购上，公司以"以销定购"为原则，自有品牌与授权品牌主要通 过代工厂商包工包料或自主采购原辅料委托加工的方式组织生产，国际零售代理品牌则向品牌方直接采 购成衣，并建立严格的供应商管理制度与质量控制体系，确保产品品质。 本报讯 （记者李乔宇实习生郭奕妍）8月29日，北京嘉曼服饰股份有限公司（以下简称"嘉曼服饰"）发 布2025年半年度报告。2025年上半年，嘉曼服饰实现营业收入4.97亿元，同比增长3.51%；实现归属于 上市公司股东的净利润6405. ...

8月29日，波司登（03998.HK）发布公告，公司谨此提及今日若干媒体关于本公司可能收购Canada Goose Holdings Inc.的相关报道。公司现澄清，相关报道 的内容不实，公司亦无任何应披露而未披露的信息。 今年7月，网传加拿大鹅控股公司Canada Goose Holdings Inc.的控股股东贝恩资本正在考虑出售其持有的部分或全部股份。彼时，南都·湾财社记者向Canada Goose Holdings Inc.发送采访函，截至发稿未收到回复。 公开资料显示，加拿大鹅早期以"加拿大制造""明星同款""极地功能性"卖点迅速走进大众视野，在中国市场备受青睐，一度成为中产阶层几乎人手一件的时 尚单品，其明星产品派克大衣的价格约在8000至14000元之间，被称为"羽绒服界的爱马仕"。 8月28日，安踏(02020.HK)亦发布公告表示，公司并非Canada Goose Holdings Inc.潜在收购的一方。 2013年，贝恩资本以2.5亿美元收购Canada Goose加拿大鹅控股权，并于2017年在纽交所和多伦多交易所同时上市。2018年，Canada Goose加拿大鹅进入中国 市场，在 ...

Core Viewpoint - The company, HLA, reported a slight increase in revenue but a decline in net profit, indicating ongoing performance challenges despite some positive developments in diversification and international expansion [1][2][10]. Financial Performance - For the first half of 2025, HLA achieved a revenue of 11.566 billion yuan, a year-on-year increase of 1.73%, while net profit attributable to shareholders was 1.58 billion yuan, a decrease of 3.42% [1]. - The net profit after excluding non-recurring gains was 1.566 billion yuan, reflecting a year-on-year growth of 3.83% [1]. - Basic earnings per share were 0.33 yuan, down 5.71% compared to the previous year [1]. - Revenue growth from 2020 to 2024 showed significant volatility, with figures of -18.26%, 12.41%, -8.06%, 15.98%, and -2.65% respectively [1]. Inventory and Operational Challenges - The company's inventory balance reached 10.255 billion yuan in the first half of 2025, up from 9.553 billion yuan in mid-2024 [2]. - Inventory turnover days were reported at 323 days, indicating a prolonged period for inventory digestion, which could impact liquidity and operational costs [2]. Channel Performance - As of the report's end, HLA operated 7,209 stores, with 2,099 being direct-operated, maintaining a stable offline presence [4]. - Online business revenue was 2.308 billion yuan, showing a slight increase from 2.212 billion yuan year-on-year, but growth has significantly slowed compared to a previous 47% increase [4]. - The overseas market showed promising growth, with 111 stores and revenue of 206 million yuan, a 27.42% increase year-on-year [4]. Brand Diversification and Strategy - HLA has expanded its brand portfolio, including women's, youth, and children's clothing, with other brands achieving a revenue growth of 65.57% [6][10]. - The company is actively pursuing international expansion, with plans to enter Central Asia, the Middle East, and Africa, and to open its first store in Australia [4][10]. - HLA's collaboration with JD.com to launch "JD Outlet" stores has also contributed to its diversification strategy [8][10]. Quality Concerns - The company faces challenges regarding product quality, with over 3,700 complaints reported, primarily related to garment quality issues [5].

Group 1: Financial Performance - The average revenue of self-operated stores for over 12 months increased by 42.19% year-on-year due to the integration of Hush Puppies men's and women's apparel into self-operation and an increase in high-revenue stores [2] - The company has optimized its channel structure by opening quality stores and closing low-profit ones, which contributed to the revenue increase [2] Group 2: Future Plans - The company plans to self-operate the Hush Puppies adult footwear category following the expiration of the licensing agreement with the previous licensee, with both online and offline channels undergoing changes [3] - There are plans to open new offline stores for adult footwear and add this category to existing men's and women's apparel stores [3] Group 3: Marketing and Sales Strategy - The company expects no significant increase in sales expenses in the second half of the year, despite ongoing marketing activities and the 30th anniversary celebration of the Water Child brand [3] - The pricing strategy remains firm, with slight adjustments based on market conditions and promotional activities [3] Group 4: Government Support - The reduction in government subsidies in the first half of the year is attributed to decreased support funds for subsidiaries [3] Group 5: Brand Development - The company is exploring the best operational models for other Hush Puppies categories, including children's shoes and bags, while continuing to develop the brand's presence [3]