2025年09月12日，曼卡龙2025年半年度网上业绩说明会在全景网顺利举行。出席本次业绩说明会的人员 有董事长兼总经理孙松鹤、董事兼副总经理吴长峰、董事兼财务总监付杰、副总经理兼董事会秘书许 恬、独立董事独立董事、保荐代表人保荐代表人。 根据全景数据后台统计，在今天的交流过程中，来自全国多个省、市地区的投资者共向上市公司提问13 个，公司嘉宾共回答问题13个，答复率100.00%，充分实现了上市公司与投资者的良好互动。 以下为业绩说明会问答实录： 1、问：请问公司三季度业绩怎么样？三季度经营情况好不好？ 回答：尊敬的投资者您好，关于2025年三季度的经营情况，请您关注公司2025年第三季度报告，有关信 息请以公司在公开网站披露的信息为准，感谢您的关注。 2、问：公司第三季度经营状况如何？有无増长？ 回答：尊敬的投资者您好，关于2025年三季度的经营情况，请您关注公司2025年第三季度报告，有关信 息请以公司在公开网站披露的信息为准，感谢您的关注。 3、问：曼卡龙下半年业绩 回答：尊敬的投资者您好，由于珠宝首饰行业自身经营的特点，黄金原材料的价格波动会引起营业收 入、营业成本的波动，公司采取加快库存周转、以销 ...

Core Insights - The company held a performance briefing on September 12, 2025, to discuss product development, market expansion, and IP collaborations with investors [1] Product Development and Market Feedback - In the first half of the year, the company launched the Fenghua 2.0 series, Jiaoyu series, and Weilan series, targeting both Eastern fashion and modern aesthetics. Future plans include focusing on the young consumer demographic with a light luxury positioning and multi-scenario products. The company aims to enhance its competitive edge through "innovative craftsmanship + cultural heritage" by integrating non-heritage craftsmanship and cultural trends [1] - The Fenghua and Jiaoyu series, along with collaborations with IPs like Deshou Palace, have successfully reached younger audiences and increased brand value [1] Store Expansion and Market Layout - The company is in a national development phase, with expectations to open more stores in the second half of the year compared to the first half. The strategy involves opening direct stores in core urban areas and franchising in other locations, with a focus on shopping centers and provinces outside the current market [2] IP Collaboration and Brand Strategy - IP collaboration is a long-term strategy for the company, which will select suitable IPs based on brand positioning and product strategy to broaden its target consumer base and enhance brand recognition and quality. The brand aims to showcase unique charm through fashionable and personalized original designs, with the slogan "Everyday Highlights," focusing on daily wear and self-satisfaction needs. New product series are set to be launched in the third and fourth quarters [3] Other Key Points - The company plans to implement its first interim dividend, proposing a cash dividend of 0.6 yuan (including tax) for every 10 shares based on a total share capital of 262,071,629 shares, pending approval from the shareholders' meeting [4] - To mitigate risks associated with fluctuations in gold prices, the company is accelerating inventory turnover [4] - Investors are advised to pay attention to the company's regular reports and publicly disclosed information regarding the operational situation in the second half of the year and the third quarter [4]