Financial Performance - The company's operating revenue for the third quarter was ¥43,047,760.99, a decrease of 18.29% compared to the same period last year[4] - The total profit for the third quarter was -¥14,217,565.26, with a year-to-date total profit of -¥39,859,351.29[4] - The net profit attributable to shareholders for the third quarter was -¥13,823,671.02, and -¥35,682,327.22 year-to-date[4] - The basic and diluted earnings per share for the third quarter were both -¥0.04, with year-to-date figures of -¥0.10[5] - The company reported a significant decrease in revenue due to reduced orders in the clothing sector and the disposal of a subsidiary[10] - Total operating revenue for the first three quarters of 2025 was CNY 172,170,956.20, a decrease of 33.1% compared to CNY 257,421,589.13 in the same period of 2024[20] - The net profit for the first three quarters of 2025 was -37,023,860.67 RMB, compared to -48,992,214.79 RMB in the same period of 2024, showing an improvement of approximately 24.1%[22] - Operating profit for the first three quarters of 2025 was -39,894,321.64 RMB, an improvement from -53,017,215.44 RMB in the previous year, reflecting a 24.5% increase[22] - The company's operating revenue for the first three quarters of 2025 was ¥23,288,706.11, a decrease of 44.0% compared to ¥41,728,845.06 in the same period of 2024[33] - The net profit for the first three quarters of 2025 was ¥14,385,026.54, a significant recovery from a net loss of ¥21,330,752.48 in the same period of 2024[34] Assets and Liabilities - The total assets at the end of the reporting period were ¥772,913,924.75, a decrease of 11.89% from the end of the previous year[5] - The equity attributable to shareholders at the end of the reporting period was ¥456,508,907.08, down 7.25% from the previous year[5] - Total assets as of September 30, 2025, were CNY 772,913,924.75, down from CNY 877,165,138.16 at the end of 2024[16] - The company's total equity as of September 30, 2025, was CNY 483,834,643.64, down from CNY 520,858,504.31 at the end of 2024[17] - The company reported a net loss of CNY -132,387,926.10 in retained earnings as of September 30, 2025, compared to CNY -96,705,598.88 at the end of 2024[17] - The company's total assets as of September 30, 2025, were ¥740,580,554.87, compared to ¥780,967,101.93 at the end of 2024, reflecting a decrease of 5.2%[30] - Current liabilities increased to ¥196,399,174.80 in 2025 from ¥256,182,396.50 in 2024, indicating a reduction in short-term financial obligations[31] - The company's cash and cash equivalents amounted to ¥6,093,330.21 as of September 30, 2025, compared to ¥84,054,065.15 at the end of 2024, showing a significant decline in liquidity[30] Cash Flow - The net cash flow from operating activities for the year-to-date was -¥1,178,978.01[5] - Cash flow from operating activities for the first three quarters of 2025 was -1,178,978.01 RMB, compared to -61,606,335.50 RMB in the same period of 2024, indicating a significant improvement[26] - The total cash inflow from financing activities in the first three quarters of 2025 was 115,792,120.00 RMB, compared to 141,463,888.09 RMB in 2024, a decrease of about 18.2%[27] - The net cash flow from financing activities for the first three quarters of 2025 was -¥24,404,597.03, compared to -¥21,165,717.46 in the first three quarters of 2024, indicating a worsening situation[36] - The total cash outflow from operating activities in the first three quarters of 2025 was ¥205,613,817.43, down from ¥237,263,083.89 in the same period of 2024, marking a reduction of 13.3%[35] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 15,880[12] - There were no changes in the top ten shareholders or their participation in margin financing and securities lending during the reporting period[13] Future Outlook - The company has not disclosed any significant new product developments or market expansion strategies during the reporting period[14] - The company plans to expand its market presence and explore potential mergers and acquisitions to drive future growth[34] - Research and development expenses were not explicitly reported, but management indicated a focus on innovation and new product development in future strategies[34]

证券代码：600107 证券简称：ST 尔雅 公告编号：2025067 湖北美尔雅股份有限公司 2025年前三季度主要经营数据的公告 二、报告期主营业务情况 （一）报告期内各品牌的盈利情况 注：上表数据为公司服装行业品牌经营情况。 （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 9 月末 数量（家） 2025 年 1-9 月 新开店（家） 2025 年 1-9 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 1 14 合计 152 142 4 14 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 13,354.99 8,616.59 35.48 -29.22 -25.13 下降3.53个 百分点 出口加工 3,299.65 3,173.16 3.83 -18.31 -17.38 下降1.09个 百分点 注：上表不含境外出口数据。 本公司董事会及全体董事保证本公告内容 ...

湖北美尔雅股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 24 日（星期一）至 11 月 28 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 meyzqb@163.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 湖北美尔雅股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日发布 公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第 三季度经营成果、财务状况，公司计划于 2025 年 12 月 01 日（星期一）16:00-17:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 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。 重要内容提示： 证券代码：600107 证券简称：ST 尔雅 公告编号：2025068 https://roadshow.sseinfo.com/） 一、 说明会类型 本次投资者说明会以 ...

Market Overview - The apparel and home textile sector declined by 0.34% compared to the previous trading day, with ST Er Ya leading the decline [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Stock Performance - Notable gainers in the apparel and home textile sector included: - Mercury Home Textile (603365) with a closing price of 20.20, up 6.43% and a trading volume of 58,500 shares, totaling 118 million yuan [1] - Taihu Snow (920262) closed at 28.68, up 4.25% with a trading volume of 28,700 shares, totaling 80.52 million yuan [1] - True Love Home (003041) closed at 31.68, up 4.18% with a trading volume of 65,900 shares, totaling 207 million yuan [1] - Conversely, ST Er Ya (600107) saw a significant decline, closing at 8.33, down 5.02% with a trading volume of 66,300 shares, totaling 55.27 million yuan [2] Capital Flow - The apparel and home textile sector experienced a net outflow of 167 million yuan from institutional investors, while retail investors saw a net inflow of 106 million yuan [2] - Key stocks with notable capital flows included: - Meibang Apparel (002269) with a net outflow of 50.19 million yuan from institutional investors [3] - Explorer (300005) had a net inflow of 36.67 million yuan from institutional investors [3] - Henghui Security (300952) saw a net inflow of 28.36 million yuan from institutional investors [3]

New Stock Issuance - Multiple companies are experiencing significant abnormal fluctuations in stock prices, including 香农芯创 (300475) with a notice date of 2025-10-24[1] - 天普股份 (605255) reported on 2025-10-21[1] - 生益电子 (688183) and 达华智能 (002512) both reported on 2025-10-29[1] Trading Alerts - 21 companies have been flagged for abnormal trading activities as of 2025-10-29, indicating potential volatility in the market[1] - ST新华锦 (600735) and 汇绿生态 (001267) are among those with recent alerts on 2025-10-29[1] - The report includes links to detailed announcements for each company, providing transparency and further information for investors[1] Market Trends - The report highlights a trend of increased scrutiny on companies with abnormal stock price movements, suggesting a potential shift in regulatory focus[1] - Investors are advised to monitor these stocks closely due to the heightened risk associated with abnormal fluctuations[1]

Market Overview - The apparel and home textile sector increased by 0.03% compared to the previous trading day, with Luolai Life leading the gains [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Top Performers - Luolai Life (002293) closed at 9.40, up 5.86% with a trading volume of 356,400 shares and a turnover of 339 million yuan [1] - Shengtai Group (605138) closed at 7.91, up 4.91% with a trading volume of 165,300 shares and a turnover of 132 million yuan [1] - Xinhe Shares (003016) closed at 8.84, up 4.49% with a trading volume of 289,500 shares and a turnover of 254 million yuan [1] Underperformers - ST Erya (600107) closed at 8.77, down 4.98% with a trading volume of 160,200 shares and a turnover of 144 million yuan [2] - Ribo Fashion (603196) closed at 23.12, down 4.93% with a trading volume of 60,300 shares and a turnover of 141 million yuan [2] - Anzheng Fashion (603839) closed at 8.91, down 3.47% with a trading volume of 117,000 shares and a turnover of 106 million yuan [2] Capital Flow - The apparel and home textile sector experienced a net outflow of 147 million yuan from institutional investors, while retail investors saw a net inflow of 125 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2][3] Individual Stock Capital Flow - Wanlima (300591) had a net inflow of 29.27 million yuan from institutional investors, while it saw a net outflow of 2.39 million yuan from retail investors [3] - Shengtai Group (605138) experienced a net inflow of 15.85 million yuan from institutional investors, but a net outflow of 23.59 million yuan from retail investors [3] - Seven Wolves (002029) had a net inflow of 18.53 million yuan from institutional investors, with a net outflow of 1.03 million yuan from retail investors [3]

Core Viewpoint - ST Er Ya (sh600107) reached its daily limit up on October 27, 2025, with a closing price of 9.36 yuan, reflecting a 5.05% increase and a total market capitalization of 3.37 billion yuan, driven by positive expectations for its upcoming Q3 report and its dual focus on the apparel and healthcare sectors [1] Group 1: Company Performance - The company operates in both the apparel and healthcare industries, with a significant portion of its business in men's and women's clothing, as well as pharmaceutical retail and medical services [1] - The market anticipates a positive performance in the upcoming Q3 report, which is scheduled for release on October 31, 2025, contributing to the stock's price surge [1] Group 2: Industry Trends - The apparel industry is experiencing increased demand for autumn and winter clothing due to seasonal changes, leading to heightened market activity [1] - The healthcare sector is benefiting from a growing awareness of health among consumers, resulting in stable demand for medical services [1] Group 3: Market Dynamics - On October 27, 2025, there was a net inflow of large orders for ST Er Ya, indicating the involvement of major institutional investors [1] - Technical indicators show a bullish trend for the stock, with short-term moving averages in a positive alignment and the MACD indicator forming a golden cross above the zero line, suggesting strong upward momentum [1]

Core Insights - The apparel and home textile sector experienced a slight decline of 0.09% on October 23, with Yangzhou Jinqian leading the losses [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Sector Performance - Notable gainers in the apparel and home textile sector included: - Mercury Home Textiles (603365) with a closing price of 18.96, up 4.35% [1] - ST Erya (600107) with a closing price of 8.79, up 3.41% [1] - Kai Run Co., Ltd. (300577) with a closing price of 24.06, up 2.82% [1] - Conversely, Yangzhou Jinqian (603307) saw a significant decline of 5.15%, closing at 43.32 [2] Capital Flow - The apparel and home textile sector experienced a net outflow of 296 million yuan from institutional investors, while retail investors saw a net inflow of 326 million yuan [2] - The detailed capital flow for specific stocks showed: - Langsha Co., Ltd. (600137) had a net inflow of 25.56 million yuan from institutional investors [3] - ST Erya (600107) had a net inflow of 2.99 million yuan from institutional investors [3]

湖北美尔雅股份有限公司 关于董事会延期换届的提示性公告 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：2025065 公司将积极推进董事会换届工作进程，并及时履行相应的信息披露义务。公 司董事会延期换届不会影响公司的正常运营。 特此公告。 湖北美尔雅股份有限公司董事会 2025 年 10 月 22 日 1 湖北美尔雅股份有限公司（以下简称"公司"）第十二届董事会将于近期任 期届满，鉴于公司董事会换届工作尚在筹备中，为保证公司董事会工作的连续性， 公司第十二届董事会将延期换届，董事会各专门委员会和高级管理人员的任期亦 相应顺延。公司第十二届董事会全体董事及高级管理人员在换届选举工作完成前， 将继续依照法律、法规和《公司章程》的相关规定履行相应的职责。 ...

Core Insights - The apparel and home textile sector experienced a rise of 1.38% on October 21, with Zhongyin Fashion leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - Zhongyin Fashion (300901) closed at 17.48, with a significant increase of 11.20% and a trading volume of 122,000 shares, resulting in a transaction value of 209 million yuan [1] - Tianchuang Fashion (603608) saw a rise of 9.96%, closing at 8.72 with a trading volume of 292,300 shares [1] - Hason Co., Ltd. (603958) increased by 6.98%, closing at 16.85 with a trading volume of 101,600 shares [1] - Other notable performers include Gelisi (603808) up 5.35%, Langsha Co. (600137) up 5.21%, and Longtou Co. (600630) up 5.00% [1] Capital Flow - The apparel and home textile sector saw a net outflow of 177 million yuan from main funds, while retail investors contributed a net inflow of 260 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing while retail investors increased their positions [2]