人民财讯9月17日电，爱慕股份（603511）9月17日晚间公告，公司拟终止投资爱慕中央智能物流园(苏 州)项目(简称"物流园项目")。此前公司公告拟以自筹资金5.5亿元投资建设爱慕中央智能物流园(苏州)项 目，由公司全资子公司苏州爱慕内衣有限公司投资建设，打造高效仓储物流供应链体系。 ...

Core Viewpoint - The company has decided to terminate the investment in the Aimer Central Intelligent Logistics Park (Suzhou) project, shifting its strategic focus towards global expansion and utilizing existing resources and a new supply chain base in Vietnam to meet market demands [1] Group 1 - The board and supervisory board of the company approved the termination of the investment on September 16, 2025 [1] - The decision is based on the strategic shift towards globalization, indicating a change in the company's operational focus [1] - The project has not yet seen any actual investment, meaning the termination will not incur losses for the company or its shareholders [1] Group 2 - The termination of the project will not affect the company's production operations or future development plans [1] - The company aims to meet both domestic and international market demands through existing resources and the new supply chain base in Vietnam [1]

| 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 平安证券股份有限公司深圳金田路证券营业部 | 525.52 | | | 买二 | 东方财富证券股份有限公司山南香曲东路证券营业部 | 398.28 | | | 买三 | 东方财富证券股份有限公司拉萨东城区江苏大道证券营 业部 | 368.35 | | | 买四 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 356.04 | | | 买五 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 345.97 | | | 卖一 | 东海证券股份有限公司上海静安区新闸路证券营业部 | | 1107.48 | | 卖二 | 沪股通专用 | | 827.35 | | 卖三 | 方正证券股份有限公司宁波中山西路证券营业部 | | 677.40 | | 卖四 | 开源证券股份有限公司西安西大街证券营业部 | | 613.61 | 爱慕股份(603511)今日下跌9.96%，全天换手率4.31%，成交额2.88亿元，振幅3.98%。龙虎榜数据 ...

Market Overview - The Shanghai Composite Index fell by 0.12% on September 12, with 9 out of the 28 sectors rising, led by non-ferrous metals and real estate, which increased by 1.96% and 1.51% respectively [1] - The sectors that experienced the largest declines were telecommunications and comprehensive, with decreases of 2.13% and 1.95% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 53.64 billion yuan, with 6 sectors seeing net inflows [1] - The non-ferrous metals sector had the highest net inflow of 2.168 billion yuan, followed by the construction and decoration sector, which saw a net inflow of 721 million yuan [1] - The non-bank financial sector experienced the largest net outflow, totaling 8.138 billion yuan, followed by the electronics sector with a net outflow of 7.517 billion yuan [1] Textile and Apparel Sector Performance - The textile and apparel sector fell by 0.12%, with a net inflow of 299 million yuan, comprising 105 stocks, of which 32 rose and 69 fell [2] - The top three stocks with the highest net inflow in this sector were Meibang Fashion (3.19 billion yuan), Huafu Fashion (1.52 billion yuan), and Mankalon (438.79 million yuan) [2] - The stocks with the largest net outflow included Aimer (529.55 million yuan), Nanshan Zhishang (522.00 million yuan), and Tanshan (416.48 million yuan) [2] Textile and Apparel Sector Capital Inflow - The top stocks by capital inflow included: - Meibang Fashion: +10.11%, turnover rate 21.24%, capital flow 319.17 million yuan - Huafu Fashion: +10.06%, turnover rate 6.88%, capital flow 151.54 million yuan - Mankalon: +3.89%, turnover rate 15.00%, capital flow 43.88 million yuan [2] Textile and Apparel Sector Capital Outflow - The top stocks by capital outflow included: - Aimer: -9.96%, turnover rate 4.31%, capital flow -52.95 million yuan - Nanshan Zhishang: -5.05%, turnover rate 8.29%, capital flow -52.20 million yuan - Tanshan: -2.64%, turnover rate 3.75%, capital flow -41.64 million yuan [4]

Market Overview - The apparel and home textile sector experienced a decline of 0.51% on September 12, with Aimer Group leading the losses [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Major gainers included: - Meibang Fashion (002269) with a closing price of 2.94, up 10.11% and a trading volume of 5.2735 million shares, totaling 1.494 billion yuan [1] - Ribo Fashion (603196) closed at 22.31, up 7.67% with a trading volume of 116,400 shares, totaling 260 million yuan [1] - Major losers included: - Aicai Group (603511) with a closing price of 16.69, down 8.15% and a trading volume of 125,800 shares, totaling 210 million yuan [2] - Henghui Security (300952) closed at 30.77, down 2.32% with a trading volume of 61,000 shares, totaling 189 million yuan [2] Capital Flow - The apparel and home textile sector saw a net inflow of 131 million yuan from institutional investors, while retail investors experienced a net outflow of 156 million yuan [2] - Retail investors contributed a net inflow of approximately 25.1 million yuan [2] Individual Stock Capital Flow - Meibang Fashion (002269) had a net inflow of 331 million yuan from institutional investors, while it faced a net outflow of 214 million yuan from retail investors [3] - Ribo Fashion (603196) saw a net inflow of 35.56 million yuan from institutional investors, with a net outflow of 14.77 million yuan from retail investors [3] - Cooltech Intelligent (300840) had a net inflow of 19.29 million yuan from institutional investors, while retail investors experienced a net outflow of 9.52 million yuan [3]

Market Overview - The apparel and home textile sector increased by 0.3% on September 11, with Aimer leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Top Gainers - Yancao Co., Ltd. (603511) closed at 18.17, up 6.63% with a trading volume of 272,700 shares and a turnover of 493 million yuan [1] - ST Jinbi (002762) closed at 8.30, up 5.06% with a trading volume of 86,000 shares and a turnover of 69.57 million yuan [1] - Taihu Snow (838262) closed at 28.13, up 2.22% with a trading volume of 19,000 shares and a turnover of 52.66 million yuan [1] Top Losers - Anzheng Fashion (603839) closed at 8.58, down 3.49% with a trading volume of 376,900 shares and a turnover of 32.2 million yuan [2] - ST Qibu (603557) closed at 2.58, down 2.27% with a trading volume of 145,400 shares and a turnover of 37.48 million yuan [2] - Sanfu Outdoor (002780) closed at 14.22, down 1.52% with a trading volume of 88,500 shares and a turnover of 125 million yuan [2] Capital Flow - The apparel and home textile sector experienced a net outflow of 18.79 million yuan from institutional investors and 81.12 million yuan from speculative funds, while retail investors saw a net inflow of 99.91 million yuan [2] - The capital flow for individual stocks in the sector is detailed in the following table [2] Individual Stock Capital Flow - Meibang Fashion (002269) had a net inflow of 117 million yuan from institutional investors, while it saw a net outflow of 73.61 million yuan from speculative funds and a net outflow of 43.19 million yuan from retail investors [3] - Aimer Co., Ltd. (603511) had a net inflow of 29.99 million yuan from institutional investors, with a net outflow of 3.49 million yuan from retail investors [3] - Haian Home (600398) had a net inflow of 13.12 million yuan from institutional investors, with a net outflow of 15.23 million yuan from speculative funds [3]

Core Viewpoint - Aimer Co., Ltd. reported a decline in revenue and net profit for the first half of 2025, attributed to weak demand in the mid-to-high-end market and increased operational costs [1][2]. Financial Performance - Revenue for the first half of 2025 reached 1.598 billion yuan, a year-on-year decrease of 2.91% [1]. - Net profit attributable to shareholders was 106 million yuan, down 31.37% year-on-year [1]. - Net profit excluding non-recurring gains and losses was 89.2611 million yuan, a decline of 28.62% year-on-year [1]. - Net cash flow from operating activities was 342 million yuan, an increase of 14.85% year-on-year [1]. Business Model and Strategy - The company focuses on high-quality intimate apparel and has developed a multi-brand, omnichannel business model, including brands like AIMER, AIMER MEN, and AIMER KIDS [1]. - Offline channels remain the core sales avenue, while online presence includes platforms like Tmall, JD.com, and Douyin, along with new retail models [2]. - The company plans to enhance profitability through operational innovation, brand enhancement, and overseas market expansion, including terminating the Huxi brand and integrating resources [2]. Product and Market Development - Aimer's brands continued to innovate, with the "Seaweed Sleepwear" winning two awards at the 2025 China Sleep Conference [3]. - Revenue by brand showed AIMER at 696 million yuan (down 3.25%), AIMER MEN at 308 million yuan (down 2.28%), AIMER KIDS at 216 million yuan (down 1.04%), Aimeili at 70.2077 million yuan (down 22.14%), and Lankaven at 64.5149 million yuan (up 2.62%) [3]. - The company is expanding its overseas strategy, including entering the TIK TOK US platform and establishing stores in Vietnam and Australia [3].

Core Viewpoint - Aimer Group announced the approval of its 2025 semi-annual report and summary during the 11th meeting of the third supervisory board [2] Group 1 - The announcement was made on the evening of August 27 [2] - The meeting involved the review and approval of multiple proposals [2]

Group 1 - The company Aimer Co., Ltd. announced the approval of its 2025 semi-annual report and summary during the 12th meeting of its third board of directors [2]

北京商报讯（记者 张君花）8月27日，爱慕股份披露半年报称，2025年上半年，公司实现营业收入为 15.98亿元，同比下降2.91%；归母净利润1.06亿元，同比下降31.37%。 ...