| 权益变动方向 | 比例增加□ 比例减少☑ | | --- | --- | | 权益变动前合计比例 | 69.99% | | 权益变动后合计比例 | 68.45% | | 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☑ | 证券代码：603365 证券简称：水星家纺 公告编号：2026-003 上海水星家用纺织品股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性公告 李丽君女士、李裕奖先生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： 2026年02月06日，上海水星家用纺织品股份有限公司（以下简称"公司"） 收到李丽君女士、李裕奖先生通知，两位股东在 2026 年 01 月 15 日-2026 年 02 月 06 日期间通过集中竞价或大宗交易方式各自减持公司股份 152.0000 万股、 253.3500 万股。现将有关事项公告如下： 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 | | ☑控股股东/实际 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | | 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-06 | 水星家纺 | 603362 | 19.95 | 997.5 | 50 | 机构专用 | | | 2026-02-06 | 水星家纺 | 603362 | 19.95 | 697.25 | 34.95 | 机构专用 | | | 2026-02-06 | 水星家纺 | 603365 | 19.95 | 600.1 | 30.08 | 机构专用 | | | 2026-02-06 | 水星家纺 | 603365 | 19.95 | 597.3 | 29.94 | 机构专用 | | | 2026-02-06 | 水星家纺 | 603362 | 19.95 | 399 | 20 | 机构专用 | | | 2026-02-06 | 水星家纺 | 603365 | 19.95 | 299.25 | 15 | 机构专用 | | | 2026-02-06 | 水星 ...

| | | | | | | 果 | | --- | --- | --- | --- | --- | --- | --- | | 绥化市广恒源汽车销售有限公 | 1 电动自行车 | | 台铃电动科技（天 | TDT6322Z | 2025/8/15 | 合 | | 司 | | | 津）有限公司 | | | 格 | | 兰西县九诺电动车商行（个体 | 2 电动自行车 | | 绿源电动车（山东） | TDT7465Z | 2025/6/20 | 合 | | 工商户） | | | 有限公司 | | | 格 | | 宝岛（天津）智能科 | | | | | 2025/6/24 | 合 | | | | | | | | 格 | | 海伦市台铃电动自行车商行 | 4 电动自行车 | | 台铃电动科技（天 | TDT6040Z | 2023/6/16 | 合 | | | | | | | | 格 | | 电动自行车 | | | | | | 合 | | 充电器 | | | | | 2025-08 | 格 | | 电动自行车 | | 绥化市广联摩托车经销有限公 | 南京西普尔科技实业 | | | 合 | | 充电器 | | 司 | 有 ...

声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 数据显示，中欧基金旗下1只基金位居水星家纺十大流通股东。中欧养老混合A（001955）三季度增持 64.99万股，持有股数926.32万股，占流通股的比例为3.57%。根据测算，今日浮盈赚取约944.85万元。 中欧养老混合A（001955）成立日期2016年5月13日，最新规模13.64亿。今年以来收益7.05%，同类排 名2551/8873；近一年收益19.74%，同类排名5302/8119；成立以来收益218.27%。 中欧养老混合A（001955）基金经理为许文星。 2月5日，水星家纺涨5%，截至发稿，报21.41元/股，成交2888.60万元，换手率0.53%，总市值56.20亿 元。 截至发稿，许文星累计任职时间7年298天，现任基金资产总规模44.08亿元，任职期间最佳基金回报 162.41%， 任职期间最差基金回报-21.48%。 资料显示，上海水星家用纺织品股份有限公 ...

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report highlights the investment opportunities in the functional home textile and sports outdoor apparel sectors, particularly favoring companies like Luolai Life (002293, Buy) and Mercury Home Textile (603365, Buy) for home textiles, and Anta Sports (02020, Buy) and Li Ning (02331, Buy) for sports apparel [3][8] - The rise of domestic brands in the luxury goods sector is a significant trend, with local brands expanding from traditional categories into ready-to-wear, footwear, and leather goods, driven by generational shifts and cultural confidence among consumers [8] - High-net-worth individuals are shifting their clothing preferences from high luxury to practical and functional styles, providing long-term growth potential for the sports outdoor industry [8] - There is a notable opportunity in functional home textiles linked to sleep health, as high-net-worth individuals currently express low satisfaction with their sleep quality [8] Summary by Sections Investment Recommendations and Targets - The report recommends focusing on functional home textiles and sports outdoor apparel, highlighting specific companies for investment: Luolai Life (002293, Buy), Mercury Home Textile (603365, Buy), Anta Sports (02020, Buy), Li Ning (02331, Buy), and Xtep International (01368, Buy) [3] Industry Overview - The textile and apparel industry in China is experiencing a transformation, with a focus on functional and practical products that cater to the evolving preferences of high-net-worth consumers [8] - The report emphasizes the potential for growth in the home textile sector, particularly in products that enhance sleep quality, as consumer interest in sleep health increases [8]

责任编辑：小浪快报 中欧养老混合A（001955）成立日期2016年5月13日，最新规模13.64亿。今年以来收益5.91%，同类排 名3934/9000；近一年收益18.47%，同类排名5542/8193；成立以来收益214.89%。 中欧养老混合A（001955）基金经理为许文星。 截至发稿，许文星累计任职时间7年295天，现任基金资产总规模44.08亿元，任职期间最佳基金回报 162.41%， 任职期间最差基金回报-21.48%。 2月2日，水星家纺跌5.03%，截至发稿，报20.41元/股，成交4895.45万元，换手率0.91%，总市值53.58 亿元。 资料显示，上海水星家用纺织品股份有限公司位于上海市奉贤区沪杭公路1487号，成立日期2000年12月 7日，上市日期2017年11月20日，公司主营业务涉及中高档家用纺织品的研发、设计、生产和销售。主 营业务收入构成为：销售商品99.89%，其他(补充)0.11%。 从水星家纺十大流通股东角度 数据显示，中欧基金旗下1只基金位居水星家纺十大流通股东。中欧养老混合A（001955）三季度增持 64.99万股，持有股数926.32万股，占流通股的比例为 ...

Market Overview - The apparel and home textile sector increased by 0.69% on January 29, with Aokang International leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Top Performers - Aokang International (603001) closed at 10.44, up 10.01% with a trading volume of 168,500 shares and a turnover of 172 million yuan [1] - Hason Co., Ltd. (603958) closed at 17.38, up 10.00% with a trading volume of 320,100 shares and a turnover of 548 million yuan [1] - Ribor Fashion (603196) closed at 28.68, up 4.94% with a trading volume of 83,700 shares and a turnover of 238 million yuan [1] Underperformers - ST Erya (600107) closed at 5.72, down 4.83% with a trading volume of 106,600 shares and a turnover of 62.08 million yuan [2] - Kanglongda (603665) closed at 35.57, down 4.82% with a trading volume of 53,900 shares and a turnover of 193 million yuan [2] - Bangjie Co., Ltd. (002634) closed at 5.40, down 4.09% with a trading volume of 192,400 shares and a turnover of 105 million yuan [2] Capital Flow - The apparel and home textile sector experienced a net outflow of 34.88 million yuan from institutional investors, while retail investors saw a net inflow of 47.81 million yuan [2] - The top net inflows from retail investors included Aokang International (603001) with a net inflow of 14.61 million yuan, and Ribor Fashion (603196) with a net inflow of 1.29 million yuan [3] Summary of Capital Flow by Company - Aokang International had a net inflow of 14.61 million yuan from institutional investors, with a net outflow of 619,960 yuan from speculative funds [3] - Hason Co., Ltd. saw a net inflow of 7.06 million yuan from institutional investors, with a net outflow of 5.94 million yuan from speculative funds [3] - Semir Fashion (002563) had a net inflow of 2.69 million yuan from institutional investors, with a net outflow of 2.30 million yuan from speculative funds [3]

水星家纺表示，为适应市场环境变化，优化公司资金配置，提高资金使用效率和收益水平，根据《公司 法》《公司章程》及公司治理要求，董事会同意对现行《公司投资理财管理制度》进行修订。修订后的 制度全文将通过指定媒体披露。 制定证券投资管理制度 规范投资行为与风险管理 同时，为规范公司证券投资行为，加强投资风险管理，提高资金使用效益，公司董事会同意制定《公司 证券投资管理制度》。该制度将依据《公司法》《证券法》《公司章程》及相关监管规定，对公司证券 投资活动的决策程序、投资范围、风险控制、信息披露等方面作出明确规定，进一步完善公司投资管理 体系。 两项议案均以9票同意、0票反对、0票弃权的表决结果获得通过。市场分析认为，水星家纺此次同步推 进投资理财制度修订与证券投资管理制度制定，体现了公司在资金管理方面的精细化运作思路，有助于 在保障资金安全的前提下，提升闲置资金的收益能力，为公司长期发展提供更稳健的财务支撑。 登录新浪财经APP 搜索【信披】查看更多考评等级 【财经网讯】1月27日，上海水星家用纺织品股份有限公司（证券代码：603365，简称"水星家纺"）发 布第六届董事会第四次会议决议公告，宣布审议通过《关于修订 ...

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Insights - December orders for sports footwear and apparel showed a month-on-month decline, indicating that the overall industry has not yet reached an inflection point. Retail performance in the US and UK remains resilient, while demand in other regions is stagnant. The decline in the US consumer confidence index has not yet impacted brand and upstream performance, primarily due to growth being driven by high-end consumption, with mass apparel consumption still expected to recover [2][4][21] - Vietnam's footwear and apparel exports improved significantly in December, while China continues to face pressure. The upstream manufacturing sector is expected to have stronger earnings certainty in the first half of 2026, with a clear direction for recovery in the downstream sports supply chain. Brand apparel revenues are expected to fluctuate in Q4 2025, with profitability anticipated to recover in 2026 [2][5][29] Summary by Sections Manufacturing Performance - In December, the revenue performance of footwear manufacturers showed a year-on-year decline, with specific companies reporting: - Yuanyuan Group: -3.7% YoY, -1.3 percentage points MoM - Fengtai: -0.6% YoY, +11.2 percentage points MoM - Zhijiang International: -2.8% YoY, -5.9% MoM - Yuchi-KY: -2.2% YoY, -8.8% MoM - For apparel manufacturers: - Ruhong: -3.6% YoY, -5.1% MoM - Juyang Industrial: -9.2% YoY, -9.7% MoM - Guangyue: +9.7% YoY, -22.1% MoM [4][16][29] Demand Analysis - Retail performance in December showed resilience in the US and UK, while other regions experienced stagnation. The US consumer confidence index continues to decline, which has not yet reflected in brand and upstream performance. The growth is mainly driven by high-end consumption, with mass apparel consumption still expected to recover [2][21][26] Recommendations - The report recommends focusing on upstream manufacturing, as the performance in the first half of 2026 is expected to be more certain. The recovery direction of the sports supply chain is clear. Key recommended stocks include: - New Australia Holdings, Crystal International, Shenzhou International, and Yuanyuan Group - Attention should also be given to high-elasticity stocks like Nobon and Jeya, as well as undervalued stocks with strong safety margins like Taihua New Materials and Lutai A [5][29][30]

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 （记者 王晓波） 每经AI快讯，水星家纺1月26日晚间发布公告称，公司第六届第四次董事会会议于2026年1月26日在公 司五楼会议室召开。会议审议了《关于制定的议案》等文件。 ...