Core Viewpoint - The development of recycled polyester staple fiber is accelerating in response to global resource shortages and environmental issues, with production expected to reach 4.21 million tons in 2024, a year-on-year increase of 5.8% [1][14]. Industry Overview - Recycled polyester staple fiber is produced from waste polyester bottle flakes and spinning waste through physical or chemical regeneration processes, with lengths typically ranging from 32 to 102 mm and various specifications [3]. - The industry is driven by strong market demand and a stable supply of raw materials, particularly from the recycling of waste textiles and bottle flakes [1][14]. Industry Policies - The Chinese government has implemented several policies to promote the development of recycled polyester staple fiber, including encouraging textile companies to prioritize the use of green fiber materials and enhancing standards for green products [5][7]. - Key policies include the 2022 implementation opinions on accelerating the recycling of waste textiles and the 2024 notice on promoting high-quality recycling of waste textiles and bottle flakes [5][7]. Industry Chain - The upstream of the recycled polyester staple fiber industry includes the collection of raw materials such as waste polyester bottle flakes and spinning waste, which directly impacts production costs and profitability [8]. - The downstream applications primarily include clothing, home textiles, and industrial textiles, with clothing being the largest market segment [8]. Market Demand - The demand for recycled polyester staple fiber is expected to continue growing due to increasing consumer awareness of environmental issues and government support for sustainable practices [23]. - The recycling volume of waste textiles in China is projected to rise from 4 million tons in 2019 to 5.15 million tons in 2024, providing ample raw material for production [10]. Competitive Landscape - The industry features several leading companies such as Yangzhou Tianfu Long Group, Youcai Environmental Resources Technology, and Fujian Minrui New Fiber, which possess significant market influence and advanced production capabilities [16][17][19]. - Smaller enterprises are also emerging, offering high-quality and innovative products that appeal to consumers [16]. Future Trends - The market for differentiated products, such as recycled colored polyester staple fiber, is expected to expand due to their low carbon emissions and cost advantages [24]. - Continuous improvements in quality and technological innovation will enhance the competitiveness of recycled polyester staple fiber, with a focus on resource efficiency and reduced environmental impact [26].

证券之星消息，7月31日服装家纺板块较上一交易日下跌1.66%，泰慕士领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。服装家纺板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 603839 | 安正时尚 | 9.44 | 10.02% | | 5.25万 | - 4954.24万 | | 301276 | 嘉曼服饰 | 24.96 | 6.99% | | 10.26万 | 2.51亿 | | 603518 | 锦泓集团 | 9.96 | 3.32% | | 33.16万 | 3.26亿 | | 603557 | ST起步 | 2.76 | 1.10% | | 22.11万 | 6235.84万 | | 300591 | 万里马 | 11.94 | 0.93% | | 86.52万 | 10.40 乙 | | 603001 | 奥康国际 | 8.47 | 0.83% | | 12.69万 | 1.07亿 ...

Core Points - The board of directors of Jin Hong Group held its 39th meeting on July 30, 2025, to discuss various resolutions related to corporate governance and management [1][5]. Group 1: Board Meeting Resolutions - The board approved the proposal to amend the company's articles of association, which will be submitted to the shareholders' meeting for review [1]. - The board unanimously approved several amendments to corporate governance systems, all requiring shareholder approval [1]. - The board proposed the election of non-independent directors for the sixth board, with candidates Wang Zhiqin, Su Zehua, and Zhao Yue, pending shareholder approval [1]. - The board proposed the election of independent directors for the sixth board, with candidates Zhu Dahui, Sha Shudong, and Pan Yanping, also pending shareholder approval [1]. - The board approved the draft of the first employee stock ownership plan, aimed at enhancing corporate governance and employee engagement, which will be submitted for shareholder review [1][2]. Group 2: Employee Stock Ownership Plan - The board approved the management measures for the first employee stock ownership plan, which will be submitted for shareholder approval [3][4]. - The board proposed to authorize the board of directors to handle all matters related to the employee stock ownership plan, pending shareholder approval [4]. Group 3: Financial Matters - The board proposed to apply for a comprehensive credit line of up to 60 million RMB from Jiangsu Bank, with the loan terms to be negotiated by management [4]. - The board approved the reappointment of the auditing firm for the 2025 fiscal year, which will also require shareholder approval [5]. - The board proposed to convene a temporary shareholders' meeting to discuss the resolutions passed in this meeting [5].

| 证券代码：603518 证券简称：锦泓集团 | | --- | | 上海荣正企业咨询服务（集团）股份有限公司 | | 关于 | | 锦泓时装集团股份有限公司 | | 第一期锦泓领航员工持股计划（草案） | | 之 | | 独立财务顾问报告 | | 目 录 | | 一、释义 | | 本独立财务顾问报告中，除非文义载明，下列简称具有如下含义： | | 锦泓集团、公司、本公司 指 锦泓时装集团股份有限公司 | | 持股计划、本计划、本持 | | 指 锦泓时装集团股份有限公司第一期锦泓领航员工持股计划 | | 股计划 | | 《锦泓时装集团股份有限公司第一期锦泓领航员工持股计划管理 | | 《持股计划管理办法》 指 | | 办法》 | | 本计划草案、持股计划草 《锦泓时装集团股份有限公司第一期锦泓领航员工持股计划（草 | | 指 | | 案 案）》 | | 持有人、参加对象 指 出资参加本持股计划的公司员工 | | 持有人会议 指 持股计划持有人会议 | | 管理委员会 指 持股计划管理委员会 | | 指本持股计划通过合法方式受让和持有的锦泓集团 A 股普通股股 | | 标的股票 指 | | 票 | | 中国证 ...

《中华人民共和国 证券法》 （以下简称"《证券法》" 锦泓时装集团股份有限公司监事会 关于公司第一期锦泓领航员工持股计划 相关事项的审核意见 根据《中华人民共和国公司法》 （以下简称" 《公司法》"）、 工持股计划的情形； 法律、法规、规范性文件以及《公司章程》的规定，不存在损害公司及全体股东 利益的情形； 规范性文件规定的条件，符合本次员工持股计划规定的参加对象的确定标准，其 作为本次员工持股计划参加对象的主体资格合法、有效，亦不存在摊派、强行分 配等方式强制员工参与本次员工持股计划的情形；公司不存在向本次员工持股计 划持有人提供贷款、贷款担保或任何其他财务资助的计划或安排； 享机制，使员工利益与公司长远发展更紧密地结合，有利于进一步提升公司治理 水平，完善公司薪酬激励机制，提高员工的凝聚力和公司竞争力，充分调动员工 积极性和创造性，实现企业的长远可持续发展； 综上所述，我们一致同意公司实施本次员工持股计划，并同意将相关议案提 交公司股东大会审议。 锦泓时装集团股份有限公司监事会 ）、《关于上市公司实施员工持股计划试点的指导 意见）》 （以下简称"《指导意见》"）等法律、法规及规范性文件的规定，我们审 阅了 ...

证券代码：603518 证券简称：锦泓集团 公告编号：2025-049 锦泓时装集团股份有限公司 表决结果：3 票同意，0 票反对，0 票弃权。 本议案需提交公司股东大会审议。 第五届监事会第三十八次会议决议公告 本公司监事会及全体监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个别及连带责任。 一、监事会会议召开情况 锦泓时装集团股份有限公司（以下简称"公司"或"锦泓集团"）第五届 监事会第三十八次会议于 2025 年 7 月 30 日（星期三）在南京市茶亭东街 240 号公司大会议室以现场结合通讯的方式召开。会议通知已于 2025 年 7 月 23 日通 过邮件的方式送达各位监事。本次会议应出席监事 3 人，实际出席监事 3 人。 会议由监事会主席祁冬君女士主持。会议召开符合有关法律、法规、规章 和《公司章程》的规定。出席会议的监事对各项议案进行了审议并做出如下决议： 二、监事会会议审议情况 （一）审议通过《关于修订 <公司章程> 的议案》 监事会同意根据《公司法》《上市公司章程指引》等有关规定对《公司章程》 进行修订。根据上述修订并结合实际经营情况， ...

Group 1 - The company announced the convening of the first employee representative assembly's fourth meeting on July 30, 2025 [2] - During this meeting, Mr. Tao Weimin was elected as the employee representative director of the company's sixth board of directors [2]

Group 1 - The company announced the reappointment of Gongzheng Tianye Accounting Firm (Special General Partnership) as the auditing institution for its 2025 financial report and internal control [2]

证券日报网讯 7月30日晚间，锦泓集团发布公告称，公司第五届董事会第三十九次会议审议通过了《关 于修订的议案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯 7月30日晚间，锦泓集团发布公告称，公司第五届监事会第三十八次会议审议通过了《关 于修订的议案》等多项议案。 （文章来源：证券日报） ...