在数字经济蓬勃发展的当下，公司未来将依托各主流线上平台，重塑商业竞争优势。公司旗下的古今内 衣、天宝龙凤、星光摄影等品牌将依托多个主流平台发布产品内容，以生动鲜活的内容吸引消费者，增 强互动体验，提升品牌关注度。 在业务转型方面，公司将紧抓市场机遇，持续提升品牌年轻化、多元化，增加体验感。确立"分层推进 老字号焕新，全面提升市场核心竞争力"的战略目标，推动老字号品牌复苏发展。坚持"一品一策一方 案"，打造品牌联动机制，挖掘和弘扬品牌文化内涵，为老字号新赋能。组织策划、支持引导旗下品牌 参与各类展览、市场营销和品牌推广活动，运用新媒体手段，提升老字号品牌市场竞争力。 9月19日下午，益民集团（600824.SH）参加主题为"沟通传递价值 信心共筑未来"——2025年上海辖区 上市公司集体接待日暨中报业绩说明会活动。 会上，问及核心商圈（淮海路等）物业出租率和租金变化趋势、传统百货业务转型成效以及如何应对线 上消费的冲击，益民集团董事、常务副总经理孙骏表示，目前公司物业的出租率和租金和去年比较基本 平稳无明显变化； ...

Core Viewpoint - Yimin Group maintains stable rental rates and occupancy levels in key commercial areas, while focusing on brand rejuvenation and digital transformation to enhance competitiveness in the face of online retail challenges [1] Group 1: Property Performance - The occupancy rate and rental prices of the company's properties have remained stable compared to last year, showing no significant changes [1] Group 2: Business Transformation - The company aims to seize market opportunities by enhancing brand youthfulness and diversity, and increasing customer experience [1] - A strategic goal has been established to revitalize traditional brands and improve core market competitiveness through a phased approach [1] - The company will implement tailored strategies for each brand, fostering a brand linkage mechanism to explore and promote brand cultural connotations [1] Group 3: Digital Economy Strategy - In response to the booming digital economy, the company plans to leverage major online platforms to reshape its competitive advantage [1] - Brands under the company, such as Gujin Clothing, Tianbao Longfeng, and Xingguang Photography, will utilize various mainstream platforms to release product content, aiming to attract consumers with engaging content and enhance interaction [1]

Group 1 - The company reported a total of 23 new stores opened and 39 stores closed in the first half of 2025, resulting in a total of 798 stores at the end of the reporting period [1] - The total area of the stores at the end of the reporting period is 42,501.70 m², with 36,693,894.54 yuan in revenue from the Tianbao Longfeng brand, which saw a 55.13% decrease compared to the previous year [2] - The gross profit margin for the Gujin underwear brand increased by 16 percentage points to 59.63%, despite a revenue decrease of 37.69% to 131,558,187.81 yuan [2] Group 2 - There are no signed but unopened stores or counters as of the end of the reporting period [1] - The company operates under various brands, with significant changes in revenue and gross profit margins across its business segments [2]

Core Viewpoint - Shanghai Yimin Commercial Group Co., Ltd. reported a significant decline in revenue and profit for the first half of 2025, primarily due to decreased sales in its main business segments, including lingerie and gold jewelry [2][6]. Company Overview and Financial Indicators - The company’s total revenue for the first half of 2025 was approximately CNY 366.33 million, a decrease of 29.03% compared to CNY 516.18 million in the same period last year [2]. - Total profit for the period was CNY 36.55 million, down 34.69% from CNY 55.96 million year-on-year [2]. - Net profit attributable to shareholders was CNY 24.31 million, reflecting a 43.09% decline from CNY 42.71 million in the previous year [2]. - The company’s net assets at the end of the reporting period were CNY 2.42 billion, a slight increase of 0.22% from CNY 2.41 billion at the end of the previous year [2]. Business Segments and Performance - The company operates in various sectors, including retail, property leasing, and hospitality, with a focus on lingerie, gold jewelry, and other consumer goods [3][4]. - The retail segment generated CNY 200.31 million in revenue, down 5.99% year-on-year, with a gross margin of 35.47% [6]. - The wholesale segment saw a dramatic decline in revenue, dropping 82.84% to CNY 25.11 million, but its gross margin improved to 35.55% [6]. - Property leasing revenue was CNY 116.48 million, down from CNY 133.18 million, with a gross margin of 64.90% [6]. Strategic Initiatives - The company is actively implementing a brand revitalization strategy for its time-honored brands, aiming to enhance market competitiveness through targeted marketing and cultural promotion [4][5]. - Collaboration with educational institutions for design and training is being pursued to strengthen brand development and innovation [4]. - The company is also focusing on enhancing its online sales channels and integrating various retail formats to adapt to changing consumer behaviors [3][4]. Cash Flow and Investment Activities - The net cash flow from operating activities was CNY 42.78 million, an increase of 20.20% compared to CNY 35.59 million in the previous year [2][7]. - Investment activities resulted in a net cash outflow of CNY 124.23 million, reflecting a decrease in the net increase of idle funds deposited in bank time deposits [7][8]. Subsidiaries and Market Position - The company has several subsidiaries, including Shanghai Gujin Underwear Group Co., Ltd. and Shanghai Tianbao Longfeng Jewelry Co., Ltd., which contribute significantly to its overall performance [9]. - The company maintains a strong brand presence in the retail market, particularly in Shanghai, with a focus on enhancing brand influence and consumer engagement through various promotional activities [5][9].

一、2025 年上半年度公司所属主要子公司门店变动情况： 品牌 经营业态 本报告期新开门店 本报告期关闭门店 期末门店 门店 家数 建筑面积 (m 2) 门店 家数 建筑面积 (m 2) 门店 家数 建筑面积 (m 2) 古今 内衣 直营 15 745.75 37 1810.90 361 18554.50 加盟 8 330.00 2 65.00 434 23211.20 小计 23 1075.75 39 1875.90 795 41765.70 天宝 龙凤 直营 0 0.00 0 0.00 1 576.00 加盟 0 0.00 0 0.00 2 160.00 小计 0 0.00 0 0.00 3 736.00 合计 直营 15 745.75 37 1810.90 362 19130.50 加盟 8 330.00 2 65.00 436 23371.20 小计 23 1075.75 39 1875.90 798 42501.70 本公告的相关数据未经审计，在此提醒投资者审慎使用。 特此公告。 上海益民商业集团股份有限公司董事会 上海益民商业集团股份有限公司 2025 年上半年度经营数据简报 本公司及董事会全体成 ...

证券代码:600824 股票简称:益民集团 编号: 临 2025-11 上海益民商业集团股份有限公司 2025 年第一季度经营数据简报 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 根据《上市公司行业信息披露指引第五号——零售》等文件要求， 上海益民商业集团股份有限公司（以下简称"公司"）现将 2025 年 一季度主要子公司门店情况披露如下： 二、报告期拟增加门店情况： 截止本报告期末，公司所属主要子公司存在已签约但尚未开业的 门店专柜共 12 家。 品牌 经营业态 本报告期新开门店 本报告期关闭门店 期末门店 门店 家数 建筑面积 (m 2) 门店 家数 建筑面积 (m 2) 门店 家数 建筑面积 (m 2) 古今 内衣 直营 0 0.00 13 659.70 370 18959.95 加盟 0 0.00 0 0.00 428 22946.20 小计 0 0.00 13 659.70 798 41906.15 天宝 龙凤 直营 0 0.00 0 0.00 1 576.00 加盟 0 0.00 0 0.00 2 160.00 ...