Market Overview - The jewelry sector increased by 0.95% on January 20, with Cai Bai Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Individual Stock Performance - Cai Bai Co., Ltd. (605509) closed at 18.50, up 3.24% with a trading volume of 73,800 shares and a turnover of 135 million yuan [1] - Chao Hong Ji (002345) closed at 13.56, up 2.34% with a trading volume of 212,200 shares and a turnover of 288.7 million yuan [1] - China Gold (600916) closed at 8.33, up 1.83% with a trading volume of 499,500 shares and a turnover of 414 million yuan [1] - Zhou Dazheng (002867) closed at 12.57, up 1.45% with a trading volume of 90,300 shares and a turnover of 113 million yuan [1] - Man Ka Long (300945) closed at 17.94, up 1.07% with a trading volume of 126,000 shares and a turnover of 225 million yuan [1] Capital Flow Analysis - The jewelry sector experienced a net outflow of 72.87 million yuan from institutional investors, while retail investors saw a net inflow of 48.13 million yuan [2] - The overall capital flow indicates that while institutional investors withdrew funds, retail investors were more active in purchasing [2] Detailed Capital Flow for Selected Stocks - Chao Hong Ji (002345) had a net inflow of 17.99 million yuan from institutional investors, but a net outflow from retail investors of 12.26 million yuan [3] - Lao Feng Xiang (600612) saw a net inflow of 4.22 million yuan from institutional investors, with a net outflow of 4.29 million yuan from retail investors [3] - Cai Bai Co., Ltd. (605509) had a net inflow of 3.86 million yuan from institutional investors, but also faced a net outflow from retail investors of 3.33 million yuan [3] - China Gold (600916) experienced a net inflow of 3.46 million yuan from institutional investors, while retail investors had a net outflow of 10.96 million yuan [3]

Group 1 - The core strategy of the company is to open direct stores in core business districts of major cities while allowing franchising in other regions for nationwide expansion [2] - The company plans to continue expanding its national market this year, aiming to break regional brand limitations and focus on key markets for sustainable growth [2]

Core Viewpoint - The company is deepening its IP cooperation strategy, creating a diverse range of co-branded products to enhance brand value and consumer engagement [2] Group 1: IP Cooperation Strategy - The company has launched a co-branded series with the Hangzhou Beigaofeng Tianxia Diyi Caishen Temple, featuring DIY transfer beads, necklaces, and pendants that integrate traditional fortune culture into modern jewelry design [2] - An artistic collection series has been developed in collaboration with the Xu Beihong Art Museum, centered around the theme of "horse," which enhances the artistic value of the jewelry by incorporating the essence of master paintings [2] - A limited series in partnership with "Tomb Raider Notes" targets the younger cultural demographic, expanding the brand's narrative boundaries [2] Group 2: Future Plans - The company aims to continue selecting high-quality IPs for collaboration, providing consumers with jewelry pieces that carry emotional value and collectible significance [2]

Group 1 - Mankaron announced that it will accept investor research on January 14 and 15, 2026, with the participation of Vice General Manager and Board Secretary Xu Tian [1] - The company will be responding to questions raised by investors during this research session [1] Group 2 - A "budget version" of the Tesla Model 3 may enter the Chinese market, priced under 200,000 yuan, with a range of 480 kilometers [1] - Significant adjustments are occurring in the U.S. market regarding autonomous driving [1]

Group 1: IP Collaboration - The company has deepened its IP cooperation strategy, forming a rich matrix of collaborative products, including a series with the Hangzhou Beigaofeng Temple, featuring DIY fortune beads, necklaces, and pendants that integrate traditional fortune culture into modern jewelry design [2] - An art collection series has been created in partnership with the Xu Beihong Art Museum, focusing on the theme of "horse," enhancing the artistic value of jewelry [2] - A limited series in collaboration with "Tomb Raider Notes" targets the young cultural demographic, expanding the brand narrative boundaries [2] Group 2: Store Expansion Strategy - The company continues to open stores in core urban areas and key commercial districts while allowing franchising in other regions, aiming for nationwide expansion [3] - The strategy focuses on breaking regional brand limitations, expanding with emphasis and rhythm, and deepening key markets for sustainable growth [3] Group 3: Information Disclosure Compliance - The company adheres strictly to its information disclosure management and investor relations management regulations, ensuring no significant undisclosed information leaks occurred during the reception process [3] - Discussions covered brand building, product development, store expansion, and dividend planning, with references available in the recent investor relations activity record and periodic reports [3]

Group 1 - Mankalon's stock price increased by 5.1% to 18.56 CNY per share, with a trading volume of 314 million CNY and a turnover rate of 7.34%, resulting in a total market capitalization of 4.864 billion CNY [1] - The stock has risen for four consecutive days, with a cumulative increase of 7.81% during this period [1] - Mankalon Jewelry Co., Ltd. is based in Hangzhou, Zhejiang Province, and was established on December 3, 2009, with its listing date on February 10, 2021. The company's main business involves retail chain sales of jewelry, with 99.91% of revenue coming from product sales [1] Group 2 - According to data, a fund under Jianxin Fund holds a significant position in Mankalon, with Jianxin Consumption Upgrade Mixed Fund (000056) owning 77,600 shares, representing 2.87% of the fund's net value, making it the tenth largest holding [2] - The fund has generated an estimated floating profit of approximately 69,800 CNY today and 99,300 CNY during the four-day increase [2] - Jianxin Consumption Upgrade Mixed Fund was established on June 14, 2013, with a latest scale of 53.6875 million CNY, yielding 1.06% this year and 4.53% over the past year [2]

Market Overview - The jewelry sector increased by 0.69% on January 13, with Mingpai Jewelry leading the gains [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Individual Stock Performance - Mingpai Jewelry (002574) closed at 6.99, up 10.08% with a trading volume of 487,400 shares and a transaction value of 336 million [1] - Chao Hong Ji (002345) closed at 12.98, up 4.01% with a trading volume of 443,000 shares and a transaction value of 579 million [1] - Mankalon (300945) closed at 17.66, up 1.67% with a trading volume of 191,100 shares and a transaction value of 340 million [1] - Other notable performances include Ying Shen Tong Ling (603900) up 1.57%, Jin Yi Culture (002721) up 1.23%, and Benhua Jewelry (002731) up 0.86% [1] Capital Flow Analysis - The jewelry sector experienced a net outflow of 34.46 million from institutional investors, while retail investors saw a net inflow of 28.50 million [2] - The overall capital flow indicates that retail investors are more active in the sector compared to institutional investors [2] Detailed Capital Flow for Key Stocks - Mingpai Jewelry had a net inflow of 52.62 million from institutional investors, but a net outflow of 34.70 million from retail investors [3] - Mankalon saw a net inflow of 13.14 million from institutional investors, with a net outflow of 20.44 million from retail investors [3] - Jin Yi Culture had a net inflow of 8.88 million from institutional investors, while retail investors experienced a net outflow of 15.44 million [3] - Other stocks like China Gold (600916) and Lao Feng Xiang (600612) also showed mixed capital flows with varying levels of institutional and retail investor activity [3]

证券代码：300945 证券简称：曼卡龙 公告编号：2026-003 曼卡龙珠宝股份有限公司 关于使用部分闲置自有资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 曼卡龙珠宝股份有限公司（以下简称"公司"）2025 年 4 月 24 日召开了第 六届董事会第三次会议、第六届监事会第二次会议，并于 2025 年 5 月 23 日召开 了 2024 年年度股东大会，审议通过了《关于使用部分闲置募集资金和自有资金 进行现金管理并以通知存款、协定存款方式存放余额的议案》，为提高公司闲置 募集资金和自有资金使用效率，增加公司现金资产收益，实现股东利益最大化， 在保证日常经营运作资金需求、有效控制投资风险的情况下，公司（含下属公司） 使用不超过 70,000 万元（含本数）闲置自有资金购买安全性高、流动性好的银 行、证券公司或信托公司等金融机构发行的低风险现金管理类产品（包括但不限 于定期存单、结构性存款、协议存款和理财产品等），并将闲置自有资金的存款 余额以通知存款、协定存款方式存放，期限为不超过自公司股东大会审议通过之 日起 12 个月，具体 ...

证券代码：300945 证券简称：曼卡龙 公告编号：2026-001 注：投资金额为计划投资额，主要包括首次铺货、装修及物业管理费用、固定资产购置费等。 以上数据为公司初步测算，最终以审计报告为准，敬请投资者注意风险。 特此公告。 曼卡龙珠宝股份有限公司董事会 二〇二六年一月十日 曼卡龙珠宝股份有限公司 关于上月直营门店新增情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 根据《深圳证券交易所上市公司自律监管指引第 3 号——行业信息披露》的 要求，曼卡龙珠宝股份有限公司（以下简称"公司"）现将上月直营门店新增情 况公告如下： | 序 | 门店名称 | 所在地区 | | 开设时间 | | | 投资金额 | 主要商品类别 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | | | | | | | （万元） | | | 1 | 赣州万象城店 | 江西省 | 2025 | 年 12 | 月 1 | 日 | 454.19 | 素金饰品、镶 | | | | | | | | | | 嵌饰 ...

证券代码：300945 证券简称：曼卡龙 公告编号：2026-002 曼卡龙珠宝股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 曼卡龙珠宝股份有限公司（以下简称"公司"）2025 年 4 月 24 日召开了第 六届董事会第三次会议、第六届监事会第二次会议，并于 2025 年 5 月 23 日召开 了 2024 年年度股东大会，审议通过了《关于使用部分闲置募集资金和自有资金 进行现金管理并以通知存款、协定存款方式存放余额的议案》，为提高公司闲置 募集资金和自有资金使用效率，增加公司现金资产收益，实现股东利益最大化， 在保证日常经营运作资金需求、有效控制投资风险的情况下，公司使用不超过 65,000 万元（含本数）闲置募集资金购买安全性高、流动性好的银行、证券公司 或信托公司等金融机构发行的低风险现金管理类产品（包括但不限于定期存单、 结构性存款、协议存款和理财产品等），并将闲置募集资金的存款余额以通知存 款、协定存款方式存放，期限为不超过自公司股东大会审议通过之日起 12 个月， 具体内容详见披露于巨 ...