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智通港股投资日志|9月8日
智通财经网· 2025-09-07 16:01
Group 1 - The article provides a list of Hong Kong listed companies along with their upcoming shareholder meeting dates and earnings announcement dates [1][2][3] - Companies mentioned include Jiangnan Buyi, Zhongguancun Technology Leasing, Huatai Ruilin, and many others, indicating a diverse range of sectors represented [3][4] - Dividend distribution dates are highlighted for several companies, such as Beijing Waterworks Group and Evergrande Group, which may attract investor interest [3][4] Group 2 - The document outlines specific companies that will have their earnings announced or shareholder meetings scheduled, which is crucial for investors tracking performance [3][4] - The inclusion of dividend payment dates for companies like NetEase and Hong Kong Electric indicates potential income opportunities for shareholders [3][4] - The information serves as a resource for investors to plan their investment strategies based on upcoming corporate events [1][2][3]
“布尽其用”主题展览“织境志”亮相2025 Intertextile
Zheng Quan Ri Bao Wang· 2025-09-05 12:49
江南布衣供图 本报讯 (记者梁傲男)9月2日至9月4日,全球规模最大的专业面辅料展——2025Intertextile中国国际纺织面料及辅料(秋 冬)博览会在上海国家会展中心盛大启幕。江南布衣有限公司(以下简称"江南布衣")旗下"布尽其用"项目再度参展,推出首 届行业主题展"织境志FabricRealms",以材料为线索,通过影像与实物构建一场纤维文明的感官旅程。 "布尽其用"展台以"织境志FabricRealms"为主题策展,分为三大趋势展区:大地之源TERRA、手艺韵律CHROMO、新生之 境NOVA。 面的共同使命。随WGSN趋势总监门淑萍带来《WGSN26/27秋冬面料趋势预测》,提供前瞻视角与战略洞察;江南布衣品牌营 销中心总监吴伟波则以《"布尽其用"——以匠心工艺展"不羁之美"》进行主题分享。 "布尽其用"自2022年由江南布衣联合融设计图书馆发起,围绕"织物"这一核心材质,系统记录、梳理并研究传统面料及工 艺,探索传统与现代设计的融合路径,旨在唤起公众对传统面料与工艺的新认知,并为设计从业者提供灵感库,让传统织物在 现代社会重焕光彩。 从2002年的"编织-交错",到2023年的"编织-套索", ...
“大消费投资高峰论坛暨2025 智通星耀秋季联合策略会”报名中!
智通财经网· 2025-09-04 02:18
Group 1 - The event "Big Consumption Investment Summit and 2025 Zhitong Xingyao Autumn Joint Strategy Meeting" was held in Hangzhou, focusing on the theme "New Consumption Species: The Evolution of Hong Kong Stocks" [1] - In 2025, China's consumption market is witnessing a blend of tradition and innovation, with electric vehicle penetration exceeding 47%, smart home sales growing in double digits, and rural consumption growth outpacing urban by 0.8 percentage points [1] - The Hong Kong stock market is becoming a witness to consumer power, with a 100-fold subscription for consumer IPOs in the first half of the year and 71% of new stocks closing higher on their first day [1] Group 2 - The main venue will feature keynote speeches and roundtable discussions on trends, while the sub-venue will showcase opportunities from 30 top companies [2] - Keynote speakers include executives from Tencent, GF Securities, and various leading companies, sharing insights and practical experiences [4] - The sub-venue will host presentations from 30 leading companies, including China Duty Free Group, Maogeping, and others, focusing on their business opportunities [5]
库存加深、依赖打折、退货率高,多家服饰企业上半年赚不到钱
Nan Fang Du Shi Bao· 2025-09-02 13:40
Group 1: Company Performance - Biyinlefen's revenue increased by 8.63% to 2.103 billion yuan, while net profit decreased by 13.56% to 414 million yuan in the first half of 2025 [2] - Dazzle Fashion's revenue decreased by 5.55% to 1.067 billion yuan, and net profit fell by 23.54% to 170 million yuan in the first half of 2025 [6] - Ge Li Si Group's revenue decreased by 5.28% to 1.371 billion yuan, but net profit increased by 45.27% to 85.06 million yuan in the first half of 2025 [8] - Seven Wolves' revenue decreased by 5.93% to 1.375 billion yuan, and net profit decreased by 13.93% to 160 million yuan in the first half of 2025 [12] - Anner's revenue decreased by 23.47% to 263 million yuan, with a narrowed net loss of 28.7 million yuan in the first half of 2025 [18] Group 2: Industry Trends - The overall retail sales growth of social consumer goods in China continued to narrow, with clothing and footwear retail sales only slightly increasing by 0.3% [4] - The online retail sales of wearable goods grew by only 1.4%, indicating a slowdown in consumer spending [4] - Many domestic clothing companies are facing challenges such as aging brands, declining channel efficiency, and high inventory levels, leading to a general decline in net profits [4] - The apparel industry saw a total revenue decline of 1.43% and a profit decline of 12.92% among large-scale enterprises in the first half of 2025 [18]
江南布衣(03306) - 截至二零二五年八月三十一日止股份发行人的证券变动月报表
2025-09-01 08:38
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年8月31日 | 狀態: 新提交 | | --- | --- | --- | | 致:香港交易及結算所有限公司 | | | | 公司名稱: | 江南布衣有限公司 | | | 呈交日期: | 2025年9月1日 | | | I. 法定/註冊股本變動 | | | | 1. 股份分類 | 普通股 | 股份類別 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03306 | 說明 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | 1,000,000,000 | HKD | | 0.01 HKD | | 10,000,000 | | 增加 / 減少 (-) | | | 0 | | HKD | | 0 | | 本月底結存 | | 1,000,000,000 | HKD | | 0.01 HKD | ...
江南布衣(03306.HK)将于9月8日举行董事会会议以审批全年业绩
Ge Long Hui· 2025-08-27 09:41
格隆汇8月27日丨江南布衣(03306.HK)发布公告,公司将于2025年9月8日举行董事会会议,藉以(其中 包括)考虑及批准公司及其附属公司截至2025年6月30日止年度的全年业绩及其发布,并考虑建议派发 末期股息。 ...
江南布衣(03306) - 董事会会议通告
2025-08-27 09:33
香港交易及結算所有限公司及香港聯合交易所有限公司對本通告的內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本通告全部或任何 部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 承董事會命 江南布衣有限公司 主席兼執行董事 吳健 香港,二零二五年八月二十七日 於本通告日期,本公司執行董事為吳健先生、李琳女士及吳華婷女士;本公司非執 行董事為衛哲先生;以及本公司獨立非執行董事為林曉波先生、韓敏女士及胡煥新 先生。 (於開曼群島註冊成立的有限公司) JNBY Design Limited (股份代號:3306) 江南布衣有限公司 董事會會議通告 江南布衣有限公司(「本公司」)董事會(「董事會」)謹此宣佈,本公司將於二零二五年 九月八日(星期一)舉行董事會會議,藉以(其中包括)考慮及批准本公司及其附屬公 司截至二零二五年六月三十日止年度之全年業績及其發佈,並考慮建議派發末期股 息。 ...
国泰海通:关注后续估值有望修复标的中报发布 行业短期关注安踏体育等
Zhi Tong Cai Jing· 2025-08-25 08:46
Group 1 - The textile and apparel sector in Hong Kong has shown strong stock performance following the release of interim reports, with a recommendation to focus on quality stocks with cautious or clear interim expectations and stable full-year performance, such as Shenzhou International, Jiangnan Buyi, and Anta Sports [1] - Notable stock price increases post-interim report include: Yue Yuen (+10.25%), Samsonite (+0.18%), Crystal International (+13.49%), Xtep International (+16.75%), and Li Ning (+8.78%), attributed to results meeting or slightly exceeding market expectations and stable full-year performance forecasts for 2025 [2] - The low valuation and dividend attributes of these companies are highlighted, with projected P/E ratios and dividend yields for 2025/26 as follows: Yue Yuen (7.3X/6.5X, 10%/11%), Samsonite (11X/10X, 4%/5%), Crystal International (10X/9X, 5.8%/6.4%), Xtep International (12X/11X, 4.0%/4.4%), and Li Ning (18.6X/17.8X, 2.7%/2.8%) [2] Group 2 - In July, Swiss watch exports (excluding the US) improved on a month-on-month basis, with Singapore and Hong Kong leading the growth, while overall global exports showed a year-on-year increase of 6.9% [3] - The export figures for July indicate a significant increase in the US due to tariff disruptions, with global exports (excluding the US) showing a year-on-year decline of 0.9% but an improvement from June's -3.2% [3] - Cumulative export data from January to July shows a year-on-year increase of 1.0% for global exports, while specific regions like China and Hong Kong experienced declines [3]
江南布衣(03306) - 截至二零二五年七月三十一日止股份发行人的证券变动月报表
2025-08-04 08:54
法定/註冊股份數目 面值 法定/註冊股本 本月底法定/註冊股本總額: HKD 10,000,000 FF301 第 1 頁 共 10 頁 v 1.1.1 證券代號 (如上市) 03306 說明 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | | | | 狀態: 新提交 | | --- | --- | --- | --- | --- | --- | | 致:香港交易及結算所有限公司 | | | | | | | 公司名稱: | 江南布衣有限公司 | | | | | | 呈交日期: | 2025年8月4日 | | | | | | I. 法定/註冊股本變動 | | | | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | 增加 / 減少 (-) | | 0 | HKD | 0 | | --- | --- | --- | --- | --- | | 本月底結存 | 1,000,000,000 | HKD | 0.01 HKD | 10,000,000 | FF301 III.已發 ...
港交所前5月IPO募资777亿港元;三花智控通过港交所聆讯丨港交所早参
Mei Ri Jing Ji Xin Wen· 2025-06-05 17:51
Group 1: Hong Kong Stock Market Performance - As of May 2025, the total market capitalization of the Hong Kong securities market reached HKD 40.9 trillion, representing a 5% increase month-on-month and a 24% increase year-on-year [1] - The average daily trading amount in May was HKD 210.3 billion, up 50% compared to the same period last year [1] - In the first five months of the year, there were 29 new listings on the Hong Kong Stock Exchange, a 38% increase year-on-year, with IPO fundraising amounting to HKD 77.7 billion, a staggering 709% increase from the previous year [1] Group 2: Company Developments - Sanhua Intelligent Controls successfully passed the hearing for listing on the Hong Kong Stock Exchange, marking a significant step in its internationalization strategy. The company's projected revenues for 2022, 2023, and 2024 are RMB 21.348 billion, RMB 24.558 billion, and RMB 27.947 billion, respectively, with net profits of RMB 2.608 billion, RMB 2.934 billion, and RMB 3.112 billion [2] - Jiangnan Buyi announced plans to acquire land use rights in Hangzhou for a modern park integrating digital R&D and intelligent warehousing, indicating a proactive approach to business expansion despite the uncertainty of the bidding outcome [3] - Jinjiang Hotels announced its intention to issue shares and list in Hong Kong to enhance its global strategy and improve governance. The funds raised will be used to expand overseas operations, repay bank loans, and supplement working capital, despite a decline in revenue and net profit in 2024 [4] Group 3: Market Indices - The Hang Seng Index closed at 23,906.97, with a daily increase of 1.07% [5] - The Hang Seng Tech Index reached 5,319.96, reflecting a 1.93% increase [5] - The National Enterprises Index stood at 8,684.73, up by 1.26% [5]