Group 1 - The core viewpoint of the article highlights that the price competition within the industry remains intense, impacting the company's pricing strategy [2] - The company is currently formulating strategies based on the balance of volume and price, indicating that solely maintaining prices may lead to a decline in market share [2] - The decline in prices during the first half of the year is attributed to two main factors: concessions made on prices based on the demand for popular product categories and the implementation of pricing policies to support distributors in securing orders and maintaining operational confidence [2] Group 2 - The company is actively promoting new products such as "Wuji·Shijie," although the timeline for price stabilization remains uncertain [2]

Group 1 - The bond market custody balance in China reached a historic high of 190.4 trillion yuan as of the end of July, signaling a continuous increase in direct financing for the real economy and an optimization of the financing structure [1] - Over 400 companies listed on the Shanghai Stock Exchange have announced mid-year dividend plans, marking a significant increase in both the number of companies and the total dividend amount distributed [1] - The securities industry reported a net profit of over 112.2 billion yuan in the first half of 2025, reflecting a year-on-year increase of over 40%, with brokerage business showing the highest growth rate [1] Group 2 - The scheduled interest rate for life insurance products was officially lowered starting September 1, making dividend insurance products more attractive and a focus for insurance companies [2] - The AI glasses industry is experiencing growth, with 48 out of 103 listed companies reporting improved performance in the first half of 2025, driven by the mass production and delivery of AI glasses [2] - International gold prices have reached new highs, with several gold mining companies reporting a doubling of net profits amid rising investor demand for safe-haven assets [2] Group 3 - International silver prices surged to a nearly 14-year high, with varying impacts on different companies within the silver supply chain, depending on their operational costs and market conditions [3] - The express delivery industry is experiencing a "de-involution" trend, with several companies raising delivery fees for e-commerce clients, which is expected to improve profit margins and stabilize courier incomes [4] - China's intelligent computing power reached 788 billion billion times per second by the end of June, with significant growth in data storage capacity and the establishment of a comprehensive computing service platform [4] Group 4 - Wolong Electric Drive has submitted its H-share listing application to the Hong Kong Stock Exchange, pending approval from regulatory authorities [5] - Mona Lisa reported ongoing price competition in the building ceramics industry, with no positive price changes observed, and anticipates a slow clearing of excess capacity [6] - Tianfu Energy announced the resignation of its chairman and general manager due to work adjustments, with interim management being handled by the vice president [7] Group 5 - The US dollar index fell to a five-week low, while gold and silver prices reached historical highs, indicating a shift in investor sentiment towards precious metals [8]

证券代码：002918 证券简称：蒙娜丽莎 蒙娜丽莎集团股份有限公司 投资者关系活动记录表 2、2025 年 7、8 月份行业竞争情况如何？是否观察到行业价格有正向变 化？ 编号：2025-003 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 其他： 电话会议 | | 活动参与人员 | SEQUOIA CAPITAL LLP、彬元资本、富国基金、广发证券、国信自营投资、 | | | 华泰证券、华泰证券资管、建信基金、凯丰资管、诺安基金、首创证券、泰康 | | | 基金、招商基金、招商证券、中庚基金、中邮证券（排名不分先后） | | 时间 | 2025 年 9 月 1 日上午 09:00-10:00、上午 10:30-11:30 | | 地点 | 公司会议室 | | 形式 | 电话会议 | | 上市公司接待人员 | 公司董事、董事会秘书：张旗康，财务总监：汪雪波 | | | 一、简要介绍公司 2025 年上半年经营概况。 | | | 年上半年，公司实现营业收入 万元，同 ...