证券代码：600400 证券简称：红豆股份 公告编号：临 2025-043 江苏红豆实业股份有限公司 关于控股股东及其一致行动人权益变动 触及 1%刻度的提示性公告 红豆集团有限公司及其一致行动人保证向本公司提供的信息真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加√ | 比例减少□ | | --- | --- | --- | | 权益变动前合计比例 | 62.88% | | | 权益变动后合计比例 | 63.07% | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ 否√ | | | 是否触发强制要约收购义务 | 是□ 否√ | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | | | 红豆集团有限公司 | √ | 控股股东/实控人 | | | --- | --- | --- | --- | | | □ | 控股股东/实控人的一致 | √ 913202052500830484 | | | 行动人 | | □ 不适用 | | | □ | 其他直接持股股东 ...

Group 1 - The company, Hongdou Co., announced on the evening of August 1 that it has repurchased a total of 660,500 shares as of July 31, 2025 [2] - The repurchased shares account for 0.03% of the company's total share capital [2]

关于以集中竞价交易方式回购股份的进展公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/4/30 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2025 4 4 | 28 | 日~2026 | 年 | 月 | 日 27 | | 预计回购金额 | 1,000万元~2,000万元 | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 66.05万股 | | | | | | | 累计已回购股数占总股本比例 | 0.03% | | | | | | | 累计已回购金额 | 144.88万元 | | | | | | | 实际回购价格区间 | 2.17元/股~2.21元/股 | | | | | | 一、 回购股份的基本情况 江 ...

格隆汇8月1日丨红豆股份(600400.SH)公布，截至2025年7月底，公司已累计回购股份660,500股，占公司 总股本的比例为0.03%，购买的最高价为2.21元/股、最低价为2.17元/股，已支付的总金额为1,448,805.00 元（不含佣金、过户费等交易费用）。 ...

Core Viewpoint - Red Bean Group is committed to high-quality development through continuous reform and innovation, aiming to transform and upgrade its operations while maintaining its competitive edge in the market [1][3]. Reform Initiatives - The company has launched a "Ten Major Reforms" initiative targeting core areas such as governance, management, and operations, demonstrating a proactive approach to self-evolution [4]. - Key measures include improving corporate governance structures, optimizing leadership effectiveness, implementing a partnership mechanism, and enhancing financial risk control systems [4]. Execution and Efficiency - Red Bean Group emphasizes the importance of execution, requiring managers to arrive early and maintain a proactive attitude to seize market opportunities [6]. - The company believes that unified execution across all levels is crucial for navigating market challenges [6]. Talent Management - The company views talent as its primary resource, implementing performance-based incentives to reward those who contribute effectively [7]. - The partnership reform allows eligible employees to participate in equity incentives, fostering a culture of meritocracy and encouraging growth among all staff [7]. Platform Strategy - Red Bean Group's platform strategy focuses on dual development: expanding into new markets while revitalizing existing businesses [8]. - New ventures include the establishment of companies in sportswear and smart wearables, while existing brands are being leveraged to explore new market segments [8]. Innovation and Technology - The company prioritizes technological innovation as a key driver of product development, increasing R&D investment to integrate technology with fashion [9]. - Notable achievements include a 105% year-on-year profit increase for a popular bra product and the successful launch of a sun-protective fabric shirt [9].

Core Insights - The shirt market is a significant segment of the apparel industry, with a projected market size of approximately 1.1 trillion yuan in 2024 and an expected growth to 1.15 trillion yuan in 2025 [6][8] - The industry is primarily divided into men's shirts and women's shirts, with men's shirts focusing on comfort and practicality, while women's shirts emphasize fashion and variety [8][12] - The competitive landscape of the shirt industry in China is intense, with major players including Youngor, Hongdou, HLA, Seven Wolves, and Jiumuwang [12][14] Market Overview - The shirt industry has evolved from a single-function garment to a comprehensive carrier of functionality and cultural symbolism, reflecting basic functionality, fashion expression, and sustainable consumption [4][10] - In 2024, the market share for men's shirts is expected to be 59%, while women's shirts will account for 29% [8] Industry Classification - The shirt industry can be categorized by gender and age (men's, women's, children's), material (cotton, silk, linen), wearing scenarios (business, casual, fashion, workwear, formal), and functionality (wrinkle-resistant, quick-dry, antibacterial, smart shirts) [10][12] Industry Chain - The upstream of the shirt industry includes natural fibers, chemical fibers, and emerging eco-friendly materials, along with sewing threads, buttons, and related production equipment. The midstream involves shirt production, design, manufacturing, and sales, while the downstream focuses on sales channels, including offline stores and online platforms like Tmall and JD.com [10][12] Competitive Landscape - The Chinese shirt industry is characterized by fierce competition, with both domestic and international brands entering the market, intensifying the competition [12][14] - Major companies in the industry have reported significant production volumes for 2024, with HLA producing 16.75 million shirts, Youngor 4.43 million, Hongdou 3.68 million, Jiumuwang 1.72 million, and Taiping Bird 1.36 million [14] Fabric Development Direction - The future direction of shirt fabric development includes diversification of fibers, processes, and styles, with a focus on health protection, green low-carbon characteristics, and diverse styles [16]

Group 1 - The core viewpoint emphasizes that Hongdou Co., Ltd. is leveraging innovation as a driving force for high-quality development, aligning with the call for enhanced innovation vitality and optimized resource allocation from the Yangtze River Delta Integration Development Forum [1][9] - Hongdou Co., Ltd. has established a comprehensive innovation system, integrating industry chain resources and advancing into cutting-edge fields like AI, thereby creating an innovation ecosystem that supports high-quality development [2][9] - The company has significantly enhanced its innovation capabilities, accumulating 128 comfort patents and participating in the formulation of various national and industry standards, which positions it as a leader in driving the textile and apparel industry towards high-end and intelligent development [4][9] Group 2 - The launch of the "Zero-Sense Comfort Shirt" represents a breakthrough in the shirt category, addressing traditional discomfort issues and achieving sales of 2 million units, making it a phenomenon in the market [5][7] - The Zero-Sense Comfort Shirt incorporates advanced technology for intelligent temperature control, allowing for automatic switching between breathability and heat retention, thus maintaining optimal comfort for the wearer [7] - Following the success of the Zero-Sense shirt, the company is further innovating with the 3.0 version, which features ergonomic designs and enhanced fabric softness, achieving a 38% increase in softness and a silk-like touch [7][9]

[Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates a net loss for the first half of 2025, with attributable net profit projected between -95 million and -135 million yuan, based on unaudited preliminary figures 2025 Semi-Annual Performance Forecast | Item | Estimated Amount (RMB) | | :--- | :--- | | Net Profit Attributable to Shareholders | -95 million to -135 million yuan | | Net Profit Attributable to Shareholders Excluding Non-Recurring Items | -100 million to -140 million yuan | - This performance forecast has not been audited by a certified public accountant[3](index=3&type=chunk) [Prior Period Performance Overview](index=1&type=section&id=II.%20Prior%20Period%20Performance%20Overview) In the same period of 2024, the company achieved a net profit of **44.22 million yuan** attributable to shareholders, with basic EPS of **0.02 yuan** 2024 Semi-Annual Performance Review | Item | Amount (RMB) | | :--- | :--- | | Total Profit | 60.66 million yuan | | Net Profit Attributable to Shareholders | 44.22 million yuan | | Net Profit Attributable to Shareholders Excluding Non-Recurring Items | 22.28 million yuan | | Earnings Per Share | 0.02 yuan/share | [Primary Reasons for Current Period Loss Forecast](index=1&type=section&id=III.%20Primary%20Reasons%20for%20Current%20Period%20Loss%20Forecast) The projected loss primarily stems from a significant decline in apparel sales and gross margin, resulting in a **148 million yuan** reduction in gross profit, partially offset by expense savings - The macroeconomic backdrop for the performance decline includes intense competition in the apparel industry and insufficient consumer spending[3](index=3&type=chunk) Performance Change Attribution Analysis (Year-over-Year) | Impact Item | Change Direction | Approximate Change Amount (RMB) | | :--- | :--- | :--- | | Sales Performance | Decrease | 210 million yuan (approx. 20%) | | Gross Margin | Decrease | 6 percentage points | | **Gross Profit** | **Decrease** | **148 million yuan** | | Equity Investment Income | Decrease | 29 million yuan | | Credit Impairment Loss | Increase | 16 million yuan | | Total Expenses | Decrease | 51 million yuan | [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) The company confirms no significant uncertainties exist that could affect the accuracy of this performance forecast - The company states no significant uncertain factors exist that would impact the accuracy of this performance forecast[4](index=4&type=chunk) [Other Explanatory Notes](index=2&type=section&id=V.%20Other%20Explanatory%20Notes) Investors are reminded that the disclosed data is preliminary, and final accurate financial figures will be based on the company's official 2025 semi-annual report - Current forecast data is preliminary, with final figures subject to the official 2025 semi-annual report[4](index=4&type=chunk)

红豆股份（600400）公告，公司预计2025年半年度归属于上市公司股东的净利润为-9500万元到-1.35亿 元，预计2025年半年度归属于上市公司股东的扣除非经常性损益的净利润为-1亿元到-1.4亿元。报告期 内，因服装行业竞争激烈、终端消费意愿不足，公司销售业绩同比下降约20%、下降金额约2.1亿元， 毛利率同比下降约6%，导致毛利额同比减少约1.48亿元。另外，公司权益性投资收益同比减少约2900 万元，信用减值损失同比增加约1600万元，税金及附加、销售费用、管理费用、研发费用、财务费用同 比减少约5100万元。 ...

关于以集中竞价交易方式回购股份的进展公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/4/30 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2025 4 4 | 28 | 日~2026 | 年 | 月 | 日 27 | | 预计回购金额 | 1,000万元~2,000万元 | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 11.00万股 | | | | | | | 累计已回购股数占总股本比例 | 0.005% | | | | | | | 累计已回购金额 | 23.87万元 | | | | | | | 实际回购价格区间 | 2.17元/股~2.17元/股 | | | | | | 一、 回购股份的基本情况 江 ...