经济观察网健盛集团（603558）近期发布多项公告，涉及子公司担保、股份回购进展、人事变动及三季 度财务报告。 2026年02月02日股份回购进展：截至2026年1月30日，公司通过集中竞价方式累计回购股份1,227.12万 股，占总股本的3.58%，回购金额约1.41亿元(含交易费用)。 近期事件 2026年02月12日担保公告：健盛集团全资子公司为孙公司提供3,000万元连带责任保证担保，该担保在 2024年股东会批准额度内。截至目前，公司及控股子公司实际对外担保总额为22.10亿元，占最近一期 经审计净资产的88.51%，无逾期情况。 2025年10月29日第三季度财务报告：2025年前三季度营业总收入18.86亿元，同比下降1.94%；归母净利 润3.09亿元，同比增长17.25%。其中第三季度净利润1.67亿元，同比增长71.16%。 以上内容基于公开资料整理，不构成投资建议。 2025年12月12日人事变动：徐佳惠女士因个人原因辞去证券事务代表职务，公司聘任陈冲先生为新任证 券事务代表。 ...

证券代码：603558 证券简称：健盛集团 公告编号：2026-011 浙江健盛集团股份有限公司 关于提供担保进展的公告 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。 重要内容提示： 担保对象及基本情况 | | | 二、被担保人基本情况 被担保人类型 法人 □其他______________（请注明） 被担保人名称 贵州鼎盛服饰有限公司 被担保人类型及上市公 司持股情况 □全资子公司 □控股子公司 □参股公司 其他：全资孙公司（请注明） 主要股东及持股比例 浙江俏尔婷婷服饰有限公司 72.73% 泰和裕国际有限公司 27.27% 法定代表人 张茂义 统一社会信用代码 915226243088434341 成立时间 2014 年 07 月 28 日 注册地 贵州省黔东南苗族侗族自治州三穗县开发区轻工产业园 木界 2 号厂房 注册资本 壹亿壹仟万元整 公司类型 有限责任公司(港澳台投资、非独资) 经营范围 法律、法规、国务院决定规定禁止的不得经营；法律、 法规、国务院决定规定应当许可(审批)的，经审批机关 批准后凭许可(审批)文 ...

Macro and Strategy Research - Long-term care insurance (referred to as "long-term care insurance") is designed to mitigate the financial risks associated with long-term disabilities, providing economic security or service payments to individuals requiring ongoing personal care and medical assistance. There are three models in practice: social insurance, commercial insurance, and care allowances. To address the medical care needs arising from an aging population, China's long-term care insurance system has been piloted in 49 cities, transitioning from a "pilot" phase to a "promotion" phase during the 14th Five-Year Plan period [2][4]. - Japan's long-term care insurance was implemented in 2000, mandating that individuals over 40 must enroll. Funding is shared equally between public funds (taxes) and insurance premiums. Care service costs are generally covered 90% by the insurance, with individuals responsible for 10%, and some high-income groups covering 20-30%. The application process for care services follows a detailed recognition process, ensuring that public resources are prioritized for those in greatest need. As of April 2024, approximately 6.7% of the insured population utilizes care services, indicating that the insurance primarily addresses the low-frequency, high-risk care needs of the elderly [3]. - Currently, China's long-term care insurance system is still in the "pilot" stage, with only 0.8% of beneficiaries among participants as of 2024. Under the directive to "promote long-term care insurance" during the 14th Five-Year Plan, provinces like Hainan, Yunnan, and Hebei have released implementation plans. The insured groups include employees, retirees, flexible workers, and unemployed rural residents, with payment ratios of approximately 70% for employees and around 50% for non-employed rural residents [4]. - In comparison, there are notable differences between China's long-term care insurance and Japan's system in terms of funding sources, insured groups, benefit systems, and protected populations. Japan's long-term care insurance has undergone eight rounds of reforms, emphasizing a "prevention-first" approach, which can help control costs and establish community prevention and intervention systems for mild disabilities, serving as a significant reference for China's long-term care insurance system [5]. Fund Research - The public fund market saw a total scale exceeding 280 billion yuan, with the equity market experiencing a downturn. During the week from February 2 to February 6, 2026, all major equity indices declined, with the largest drop being 5.76% in the STAR 50 index. Among 31 primary industries, 18 saw gains, with the top five performing sectors being food and beverage, beauty care, electrical equipment, comprehensive, and transportation [6][8]. - The average decline for equity funds was 2.27%, with only 18.81% achieving positive returns. Fixed-income plus funds fell by an average of 0.23%, with 40.77% showing positive returns. Pure bond funds increased by 0.08%, with a remarkable 98.70% positive return rate. The average decline for pension target funds was 0.73%, with only 3.52% achieving positive returns. QDII funds also saw an average decline of 2.54%, with 13.95% showing positive returns [8]. - The ETF market experienced a net inflow of 14.899 billion yuan, with only cross-border ETFs achieving net inflows of 21.624 billion yuan. The average daily trading volume in the ETF market reached 619.629 billion yuan, with an average turnover rate of 9.49% [8]. Industry Research - The report highlights the importance of the upcoming Spring Festival consumption, with a focus on the potential recovery of valuations in the home furnishing sector. Nine departments have jointly issued a document to create a festive consumption atmosphere during the Spring Festival [10][13]. - From February 2 to February 6, the light industry manufacturing sector outperformed the CSI 300 index by 2.29 percentage points, while the textile and apparel sector outperformed by 2.66 percentage points [10]. - The Ministry of Commerce and other departments have launched the "2026 'Happy Shopping Spring' Special Activity Plan," which will take place from February 15 to 23, aiming to stimulate consumption through innovative cross-sector collaborations and incentives to enhance consumer participation. This policy is expected to positively impact the consumption of home appliances and home decoration products during the implementation period [13].

Investment Rating - The report maintains a "Positive" investment rating for the textile manufacturing sector [8] Core Insights - Egypt is emerging as a new hotspot for textile industry investment due to its multiple tariff benefits, attractive domestic industrial support policies, abundant and inexpensive labor resources, and high cost-effectiveness for factory establishment. The strategic location at the crossroads of Asia, Africa, and Europe, along with the logistical advantages provided by the Suez Canal, facilitates a comprehensive development of the textile industry from quality raw material self-sufficiency to mature garment manufacturing. This combination of advantages positions Egypt as a significant increment for many Chinese textile companies' global capacity layout [2][6] Summary by Sections Trend: Egypt as a New Hotspot for Textile Industry Transfer - In recent years, Egypt has become a new hotspot for the transfer of the Chinese textile industry, with companies like Crystal International, Jian Sheng Group, and New Feng Ming announcing substantial investments in factory construction in Egypt [4][14] Attractiveness of Egypt for Textile Companies - **Business Environment**: Egypt benefits from multiple trade agreements covering Europe, America, and Africa, significantly reducing export costs and compliance thresholds. The government provides comprehensive support for foreign textile companies, enhancing the attractiveness of Egypt as an investment destination [5][19] - **Endowments & Costs**: Egypt has a young, abundant, and inexpensive labor force, with manufacturing average monthly salaries at 1,353 yuan, significantly lower than many Southeast Asian countries. The costs for land, energy, and water are also competitive, allowing for lower overall factory establishment costs [27][33] - **Geographical Conditions**: Egypt's strategic location allows for shorter shipping times to major markets, meeting the demand for quick delivery from downstream brands. Shipping times to the U.S. East Coast are approximately 20-25 days, shorter than from China and other Southeast Asian countries [43] - **Industrial Cluster**: Egypt has a relatively complete textile industry chain, with some quality self-sufficiency in long-staple cotton. However, it relies on imports for upstream fabrics and synthetic fibers, indicating a need for foreign investment to strengthen the industry [5][6] Recommendations - The report recommends investing in companies with multi-category OEM capabilities and those establishing scarce production capacity in Egypt to enhance long-term competitiveness, such as Crystal International and Shenzhou International. It also suggests focusing on companies like New Australia Co., which benefit from low inventory costs due to rising raw material prices [6]

（文章来源：证券日报） 证券日报网讯 2月2日，健盛集团发布公告称，2025年10月15日公司实施了首次回购股份。截至2026年1 月30日，公司通过集中竞价方式累计回购公司股份数量为12，271，150股，占公司目前总股本的比例为 3.58%。 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 每经AI快讯，健盛集团2月2日晚间发布公告称，截至2026年1月30日，公司通过集中竞价方式累计回购 公司股份数量约为1227万股，占公司目前总股本的比例为3.58%，成交的最高价为12.76元/股，成交的 最低价为10.27元/股，累计支付的资金总额约为1.41亿元。 ...

格隆汇2月2日丨健盛集团(603558.SH)公布，截至2026年1月30日，公司通过集中竞价方式累计回购公司 股份数量为1227.12万股，占公司目前总股本的比例为3.58%，成交的最高价为12.76元/股，成交的最低 价为10.27元/股，累计支付的资金总额为1.41亿元（含交易费用）。 ...

格隆汇2月2日丨健盛集团(603558.SH)公布，截至2026年1月30日，公司通过集中竞价方式累计回购公司 股份数量为1227.12万股，占公司目前总股本的比例为3.58%，成交的最高价为12.76元/股，成交的最低 价为10.27元/股，累计支付的资金总额为1.41亿元（含交易费用）。 ...

证券代码：603558 证券简称：健盛集团 公告编号：2026-010 浙江健盛集团股份有限公司 浙江健盛集团股份有限公司(以下简称"公司")于 2025 年 9 月 18 日召开第 六届董事会第二十一次会议，审议并通过了《关于<浙江健盛集团股份有限公司关 于回购部分社会公众股份预案>的议案》，并经 2025 年 10 月 10 日召开 2025 年第 五次临时股东会审议通过，同意公司使用自有资金和中信银行股票回购专项贷款 以集中竞价方式回购公司股份，回购股份资金总额不超过人民币 30,000 万元，不 低于 15,000 万元，回购股份价格不超过人民币 14.69 元/股，回购期限为自股东 会审议通过回购方案之日起不超过 12 个月，即 2025 年 10 月 10 日至 2026 年 10 月 9 日。具体内容详见公司披露的《公司 2025 年第五次临时股东会决议公告》（公 告编号：2025-085）、《公司关于以集中竞价方式回购公司股份的回购报告书及获 得股份回购资金贷款支持的公告》（公告编号：2025-088）。 二、回购股份的进展情况 2025 年 10 月 15 日公司实施了首次回购股份，具体内容 ...

Investment Rating - The industry rating is "Recommended" [5] Core Insights - Anta announced on January 26, 2026, the acquisition of 29.06% of Puma SE for a total of €1.506 billion (approximately ¥12.278 billion), becoming its largest shareholder. This transaction is a key step in Anta's globalization strategy, aiming to integrate its operational capabilities with Puma's global platform, which has an annual revenue exceeding €8.8 billion (2024) [2][14] - Adidas achieved a record high revenue of €24.811 billion in 2025, with operating profit of €2.056 billion exceeding market expectations. The operating profit margin increased by 2.6 percentage points to 8.3%, and the gross profit margin rose to 51.6% [2][14] - VF Corporation reported a revenue of $2.82 billion in Q3 of FY2026, a 4% year-on-year increase (2% growth at constant currency), with a 6% growth in the Americas region after excluding the impact of the sold Dickies brand [3][14] Summary by Sections Investment Recommendations - Manufacturing: Strong expectations for upstream price increases, with wool prices rising since Q3 2025 and domestic cotton prices also starting to rise. Recommended stocks include Baolong Oriental, New Australia, and Fuchun Dyeing & Weaving, with beneficiaries being Taihua New Materials. For growth-oriented midstream, recommended stocks are Jiansheng Group and Kairun Co [3][15] - Brand: Recent signs of recovery in high-end consumption, with potential inflation in 2026 benefiting the consumer sector. Recommended brands with profit elasticity include Jinhong Group, Ge Li Si, Luolai Life, and Stable Medical [3][15] - Procter & Gamble's industrial chain: Recommended stocks include Jieya Co (benefiting from brand-owned capacity transfer), with beneficiaries being Yanjing Co [3][15] Market Review - The SW textile and apparel sector rose by 0.64%, outperforming the Shanghai Composite Index by 1.08%. The top five gainers in the sector included Harsen Co, Zhongwang Fabric, Hongda High-Tech, Mingxin Xuteng, and Aokang International [16] - The main inflow of funds was into Harsen Co, with a net inflow ratio of 10.10%, while the largest outflow was from Sanfu Outdoor, with a net outflow ratio of 4.59% [16][22] Industry Data Tracking - Wool prices increased by 2.49% this week, with a year-to-date increase of 41.94%. The Australian wool market index reached 1689 AUD cents/kg, equivalent to ¥82,085.40/ton [4][35] - The cotton price index in China rose by 3.84% year-to-date, with the 3128B index at ¥16,183/ton [30][32] - In 2025, textile and apparel exports decreased by 2.26% year-on-year, with total exports amounting to $267.79 billion [52]