Market Overview - The apparel and home textile sector experienced a decline of 0.23% on January 28, with Aimer leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Top Performers - Harsen Co., Ltd. (603958) saw a significant increase of 10.03%, closing at 15.80 with a trading volume of 217,400 shares and a turnover of 338 million yuan [1] - Ribo Fashion (603196) rose by 6.47%, closing at 27.33 with a trading volume of 102,200 shares and a turnover of 280 million yuan [1] - Kanglongda (603665) increased by 5.03%, closing at 37.37 with a trading volume of 71,900 shares and a turnover of 262 million yuan [1] Underperformers - Yancao Co., Ltd. (603511) fell by 9.97%, closing at 15.53 with a trading volume of 129,900 shares [2] - ST Bulin (002569) decreased by 5.02%, closing at 14.38 with a trading volume of 33,600 shares [2] - Bangjie Co., Ltd. (002634) dropped by 4.74%, closing at 5.63 with a trading volume of 379,800 shares [2] Capital Flow - The apparel and home textile sector saw a net inflow of 35.01 million yuan from main funds, while retail investors experienced a net outflow of 24.11 million yuan [2] - Main funds showed a significant net inflow into Harsen Co., Ltd. at 106 million yuan, accounting for 31.50% of the total [3] - Ribo Fashion had a net inflow of 60.54 million yuan from main funds, representing 11.77% of the total [3]

Core Viewpoint - The resignation of Ms. Yang Yan, the Vice President of Aimer Group Co., Ltd., is due to work adjustments, but she will continue to hold other positions within the company [1][2]. Group 1: Resignation Details - Ms. Yang Yan submitted her resignation on January 26, 2026, and her resignation will take effect upon delivery to the board of directors [1]. - The original term for her position was set to expire on May 22, 2026 [1]. - Ms. Yang will continue to serve as the Chief Commercial Officer and Director of the Smart Retail Center after her resignation [1]. Group 2: Impact on the Company - Ms. Yang's resignation will not affect the normal production and management of the company [1]. - She holds 88,560 shares of the company, representing 0.02% of the total share capital, and has an indirect holding of 0.08% through an employee stock ownership platform, totaling 0.10% [1]. - Ms. Yang will continue to comply with relevant regulations and commitments made during the company's initial public offering and the 2023 restricted stock incentive plan [1].

证券代码：603511 证券简称：爱慕股份 公告编号：2026-002 根据《公司法》、《公司章程》等有关规定，杨彦女士的书面辞职报告自送达 公司董事会之日起生效，其辞职不会影响公司正常的生产经营和管理。杨彦女士 辞任后仍在公司担任其他职务。截至本公告日，杨彦女士持有公司股票 88,560 股，占公司总股本的 0.02%，通过公司员工持股平台宿迁今盛泽爱企业管理合伙 企业（有限合伙）间接持有 0.08%的本公司股票，直接和间接合计持有 0.10%的 本公司股票。杨彦女士将继续遵守《上海证券交易所股票上市规则》、《上海证券 交易所上市公司自律监管指引第 1 号——规范运作》、《上海证券交易所上市公司 自律监管指引第 15 号——股东及董事、高级管理人员减持股份》等相关法律法 姓名 离任职务 离任时间 原定任期 到期日 离任原因 是否继续在 上市公司及 其控股子公 司任职 具体职务 是否存在未 履行完毕的 公开承诺 杨彦 副总经理 2026 年 1 月 26 日 2026 年 5 月 22 日 工作调整 是 公司首席 商务官，兼 数智零售 中心总监 是 一、高级管理人员离任的基本情况 规的规定及其在公司首次公开发 ...

Core Viewpoint - Aimer Group announced the resignation of independent director Mr. Shi Ketong, who has served since January 17, 2020, marking a tenure of six years [2] Group 1 - Mr. Shi Ketong has submitted a written resignation report to the company's board of directors [2] - Following his resignation, Mr. Shi will no longer hold any positions within the company [2] - His resignation includes his roles in the board's audit committee and nomination committee [2]

证券代码：603511 证券简称：爱慕股份 公告编号：2026-001 爱慕股份有限公司 关于公司独立董事任期届满辞职的公告 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。 爱慕股份有限公司（以下简称"公司"）董事会于近日收到公司独立董事史 克通先生的书面辞职报告。史克通先生自 2020 年 1 月 17 日起担任公司独立董事， 连续任职时间已满六年。根据《公司法》、《上市公司独立董事管理办法》、《上海 证券交易所上市公司自律监管指引第 1 号——规范运作》、《公司章程》等相关法 律法规的规定，史克通先生申请辞去公司独立董事及董事会审计委员会、提名委 员会相关职务，离任后不再担任公司任何职务。 重要内容提示： 续履行独立董事及董事会专门委员会的相应职责。公司将根据相关规定尽快完成 新任独立董事及董事会专门委员会成员选举工作。 截至本公告披露日，史克通先生未持有公司股份，不存在未履行完毕的公开 承诺，其在担任公司独立董事期间勤勉尽责、恪尽职守，为公司的规范运作和健 康发展发挥了积极作用。公司及董事会对史克通先生在任职期间为公司发 ...

Core Insights - The report emphasizes the rise of "small content" as a key trend to address brand anxiety in the context of media transformation and rational consumer values [1][3] - Small content is characterized by its social engagement, rapid dissemination, and relatability to consumer life scenarios, moving away from traditional advertising [1][2] Group 1: Necessity of Small Content - Traditional large-scale advertising is becoming less effective as consumers seek authenticity and real connections, leading to a decline in trust towards overtly promotional content [11] - The shift towards small content is driven by changing consumer values, budget constraints, and the need for brands to adapt to new media forms while maintaining effective communication [12][14] Group 2: Characteristics and Definition of Small Content - Small content is defined as lightweight, human-centric, highly interactive, and easily shareable, facilitating dialogue between brands and users [18] - It emphasizes the importance of specific, relatable moments over grand narratives, allowing brands to connect more deeply with consumers [26][45] Group 3: Insights and Strategies for Brands - Brands are encouraged to adopt a friend-like approach in their interactions with consumers, focusing on long-term content IP management and value co-creation to build sustainable brand influence [3][39] - The transition from promotional messaging to user dialogue is crucial, as brands can embed their values into everyday scenarios, achieving efficient communication with lower costs [2][12] Group 4: Case Studies and Practical Applications - Procter & Gamble's emotional storytelling across 12 countries illustrates the effectiveness of small content in conveying brand warmth [2] - McDonald's creation of engaging IPs like "McNugget Hero" demonstrates how familiar language can build brand memory [2] - The use of localized dialects in outdoor advertising by STACCATO shows how small content can resonate with diverse audiences [24]

Core Viewpoint - The company, Aimer Co., Ltd., has completed the registration changes regarding its capital and corporate governance structure, including a reduction in registered capital from RMB 406.555912 million to RMB 404.050612 million [1][2]. Group 1: Corporate Changes - The company held its 14th meeting of the third board of directors on October 28, 2025, and the first extraordinary shareholders' meeting on November 18, 2025, where it approved the proposal to change registered capital and amend the Articles of Association [1]. - The company has completed the registration changes and obtained a new business license from the Beijing Chaoyang District Market Supervision Administration [1][2]. - The registered capital is now RMB 404.050612 million, reflecting a decrease from the previous amount [1]. Group 2: Business License Information - The business license details remain unchanged, including the unified social credit code and the legal representative [2]. - The company is classified as a listed other joint-stock company and was established on October 13, 1981 [2]. - The business scope includes retail and wholesale of clothing and accessories, sales of various consumer goods, and services related to technology and consulting [2].

爱慕股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召开的公司 第三届董事会第十四次会议，2025 年 11 月 18 日召开的 2025 年第一次临时股东 会，分别审议通过了《关于变更注册资本、修订<公司章程>及相关议事规则并 办理变更登记的议案》。具体内容详见公司于 2025 年 10 月 30 日、2025 年 11 月 19 日披露于上海证券交易所网站（www.sse.com.cn）及指定媒体的《关于变更注 册资本、取消监事会、修订<公司章程>并办理变更登记及修订公司部分制度的 公告》（公告编号：2025-041）、《2025 年第一次临时股东会决议公告》（公告编号： 2025-044）。 近日，公司完成了上述事项的变更登记和《公司章程》的备案手续，并取得 了北京市朝阳区市场监督管理局换发的《营业执照》。本次变更登记手续完成后， 公司注册资本由人民币 40,655.5912 万元变更为 40,405.0612 万元。 证券代码：603511 证券简称：爱慕股份 公告编号：2025-049 爱慕股份有限公司 关于完成注册资本变更登记并换发营业执照的公告 本公司董事会及全体董事保证本公 ...

Group 1 - The core point of the article is that Aimer Group (SH 603511) held its 15th meeting of the third board of directors on December 22, 2025, to discuss the election of new members for the remuneration and assessment committee [1] - For the year 2024, Aimer Group's revenue composition is as follows: 95.22% from brand apparel operations, 3.23% from apparel processing and others, and 1.55% from other businesses [1] - As of the report, Aimer Group has a market capitalization of 6.5 billion yuan [1] Group 2 - The article highlights a significant increase in sales for the new energy heavy truck sector, with November sales experiencing a year-on-year growth of 178% [1] - The demand for these trucks is so high that customers are directly visiting factories to expedite orders, indicating a rare market situation [1]

证券代码：603511 证券简称：爱慕股份 公告编号：2025-048 爱慕股份有限公司 关于提质增效重回报行动方案的公告 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。 爱慕股份有限公司（以下简称"爱慕股份"或"公司"）为贯彻落实国务院《关 于进一步提高上市公司质量的意见》要求，积极响应上海证券交易所《关于开展 沪市公司"提质增效重回报"专项行动的倡议》《上市公司"提质增效重回报"专项 行动一本通》等相关要求，公司结合自身发展战略和实际经营情况，特制定《提 质增效重回报行动方案》（以下简称"《行动方案》"），并做好提质增效方案落 地和实施工作，以期进一步提高公司经营质量和竞争力，提高治理质效和信披质 效，更好地回报投资者和市场。2025 年 12 月 22 日，《行动方案》经公司第三 届董事会第十五次会议审议通过。具体举措如下： 一、聚焦主业，坚持长期主义 公司专业从事高品质贴身服饰及其用品的研发、生产与销售，共拥有三十余 家全资或控股子公司，4 家国家高新技术企业。公司 1993 年创建爱慕品牌，坚 持聚焦主业，深耕做精做 ...