Jasan Group(603558)
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机构调研、股东增持与公司回购策略周报(20250915-20250919)-20250922
Yuan Da Xin Xi· 2025-09-22 12:02
Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research visits in the past 30 days include Mindray Medical, Huichuan Technology, Crystal Optoelectronics, Jing Sheng Machinery, and United Imaging Medical [13][15] - In the last five days, the most popular companies for institutional research include Jepu Te, Gan Li Pharmaceutical, Shiji Information, Guangri Co., and Nenghui Technology [13][14] - Among the top twenty companies in the past 30 days, 18 companies had ten or more rating agencies, with significant profit growth expected for Lankai Technology, Desai Xiwei, and Huichuan Technology in their 2025 mid-year reports compared to 2024 [13][16] Group 2: Shareholder Increase in A-Share Listed Companies - From September 15 to September 19, 2025, three listed companies announced significant shareholder increases, including Sierte, Qilu Bank, and Wuzhou Transportation, with Wuzhou Transportation's planned increase amount exceeding 1% of the market value on the announcement date [20][21] - From January 1 to September 19, 2025, a total of 271 companies announced shareholder increases, with 83 of them having ten or more rating agencies. Among these, 22 companies had planned increase amounts exceeding 1% of their market value [22][23] Group 3: Share Buyback Situations in A-Share Listed Companies - From September 15 to September 19, 2025, 69 companies announced buyback progress, with 25 of them having ten or more rating agencies. Five companies, including Jian Sheng Group, Huafa Co., Ninebot Inc., Wens Foodstuff Group, and Jiayi Co., had buyback amounts exceeding 1% of their market value [27][29] - From January 1 to September 19, 2025, a total of 1,739 companies announced buyback progress, with 420 having ten or more rating agencies. Among these, 107 companies had buyback amounts exceeding 1% of their market value [28][30]
健盛集团股价跌5.04%,宏利基金旗下1只基金重仓,持有23.28万股浮亏损失12.11万元
Xin Lang Cai Jing· 2025-09-22 06:15
Group 1 - The core point of the news is that Jian Sheng Group's stock price dropped by 5.04% to 9.80 CNY per share, with a trading volume of 113 million CNY and a turnover rate of 3.31%, resulting in a total market capitalization of 3.358 billion CNY [1] - Jian Sheng Group, established on December 6, 1993, and listed on January 27, 2015, is located in Hangzhou, Zhejiang Province, and specializes in the production of knitted sports apparel [1] - The company's main business revenue composition includes knitted sports cotton socks (60.61%), seamless sports apparel (22.97%), knitted casual cotton socks (11.02%), seamless casual apparel (2.71%), homewear and others (1.50%), and other supplementary items (1.19%) [1] Group 2 - Manulife Fund has a significant holding in Jian Sheng Group, with its Manulife Smart Growth Mixed A Fund (020267) holding 232,800 shares, unchanged from the previous period, accounting for 4.31% of the fund's net value [2] - The Manulife Smart Growth Mixed A Fund was established on May 14, 2024, with a latest scale of 33.1253 million CNY, and has achieved a year-to-date return of 36.86%, ranking 1994 out of 8244 in its category [2] - The fund manager, Meng Jie, has been in position for 5 years and 17 days, with the fund's total asset size at 4.785 billion CNY, achieving a best return of 91.48% and a worst return of 1.73% during his tenure [3]
健盛集团出海12年建四大基地 拟1.8亿扩大越南产能满足需求
Chang Jiang Shang Bao· 2025-09-21 23:15
Core Viewpoint - The company, Jian Sheng Group, plans to invest in a new project in Vietnam to enhance production capacity and profitability, responding to future customer demand and improving competitiveness in the international market [1][2]. Investment Details - Jian Sheng Group announced an investment of 180 million yuan (approximately 25.18 million USD) to establish a project in the Qinghua Industrial Park, aiming for an annual production of 60 million pairs of mid-to-high-end cotton socks and 30 million pieces of clothing [1][2]. - The project will require the installation of 1,000 sock machines, 1,000 sewing machines, and 20 fully automatic rotary shaping machines to enhance product quality and brand value [2]. Production Capacity and Challenges - The company has been expanding its overseas production bases since 2013, currently operating four major production bases in Vietnam: Haiphong, Xingan, Qinghua, and Nanding [4]. - The existing production capacity in Vietnam is insufficient to meet long-term customer demands, and labor shortages in the sewing segment at the Xingan base are hindering expansion [4]. Financial Performance - In 2024, Jian Sheng Group achieved a record revenue of 2.574 billion yuan, a year-on-year increase of 12.81%, and a net profit of 325 million yuan, up 20.15% [6]. - For the first half of 2025, the company reported revenue of 1.171 billion yuan, a slight increase of 0.19%, but a net profit decline of 14.46% [6]. Market Context - The textile and apparel industry showed resilience in the first half of 2025, with textile exports increasing by 1.77% and apparel exports slightly declining by 0.2% [6]. - The global textile supply chain faces challenges due to fluctuating currency policies, rising logistics and energy costs, and increasing trade protectionism, necessitating upgrades in smart manufacturing and market diversification [6].
健盛集团:公司及控股子公司不存在对外担保逾期的情形
Zheng Quan Ri Bao· 2025-09-19 15:42
(文章来源:证券日报) 证券日报网讯 9月19日晚间,健盛集团发布公告称,公司及控股子公司不存在对外担保逾期的情形。 ...
9月19日早间重要公告一览
Xi Niu Cai Jing· 2025-09-19 10:01
Group 1 - Fuchun Dyeing and Weaving's controlling shareholders plan to reduce their holdings by a total of 1% of the company's shares, amounting to a maximum of 194.07 million shares [1] - Yaoshi Technology's shareholder plans to reduce holdings by up to 1% of the company's shares, totaling 232.96 million shares [1][2] - Fucai Technology's shareholder plans to transfer 170 million shares, representing 2.0038% of the company's total shares [3] Group 2 - Xiangxia Precision plans to invest 30 million yuan in a joint investment fund, representing 35.09% of the total subscription amount [4] - Anhui Heli intends to acquire 51% of Jianghuai Heavy Industry for 274 million yuan, which will be included in the company's consolidated financial statements [5] - Jida Zhengyuan's shareholder plans to reduce holdings by up to 3% of the company's shares, totaling 565.2 million shares [6] Group 3 - Hanyu Group plans to invest 10 million yuan in the Tianwei Fund, representing 45.43% of the total investment [7] - Tianshun Co. received a government subsidy of 6.375 million yuan, accounting for 71.49% of the company's latest audited net profit [8] - Hongfuhan's vice chairman plans to reduce holdings by up to 0.87% of the company's shares, totaling 77.63 million shares [9] Group 4 - Yunda Co. reported August express service revenue of 4.119 billion yuan, a year-on-year increase of 5.16% [10] - Feile Audio announced no plans to enter the lithography machine field [11] - Xidamen's controlling shareholder plans to reduce holdings by up to 15.7 million shares, representing 0.0821% of the company's total shares [12] Group 5 - Jian Sheng Group plans to invest in a new project in Vietnam with a total investment of 180 million yuan [13] - Yunnan Tourism's cooperation with Zhejiang Humanoid Robot Innovation Center is still in the early stages [14] - Fengcai Technology's shareholder plans to reduce holdings by up to 3% of the company's shares, totaling 341.76 million shares [16] Group 6 - Jinfat Technology has a penetration holding ratio of 0.32% in Yushu Technology [18][19] - Nanjing Public Utility terminated the cash acquisition of 68% of Yiguang Technology due to failure to reach an agreement [20] - Peking University Medicine plans to donate 3 million yuan to the Capital Medical University Education Foundation [21] Group 7 - Qin'an Co. is negotiating to purchase equity in Yigao Optoelectronics for cash [22] - Jinxin Co.'s major shareholder plans to reduce holdings by up to 1% of the company's shares, totaling 662.15 million shares [23] - Capital Online's two shareholders plan to transfer a total of 5.02% of the company's shares, amounting to 25.2076 million shares [24][25]
健盛集团(603558) - 健盛集团关于提供担保的进展公告
2025-09-19 08:30
证券代码:603558 证券简称:健盛集团 公告编号:2025-082 浙江健盛集团股份有限公司 关于提供担保的进展公告 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个别及连带责任。 重要内容提示: 一、担保情况概述 2025 年 3 月 24 日公司召开第六届董事会第十四次会议、第六届监事会第十 三次会议,审议通过了《关于公司 2025 年度提供担保额度预计的议案》。为满 足公司及下属子公司经营和发展需要,根据公司及子公司的生产经营和资金需求 情况,结合 2024 年公司及子公司向银行融资的情况进行了预测分析,为确保公 被担保人名称:浙江健盛集团股份有限公司(以下简称"公司")。 担保人名称:杭州健盛袜业有限公司(以下简称"杭州健盛")。 本次担保金额及已实际为其提供的担保余额:本次担保金额不超过人民 币 25,000 万元。截止本公告披露日,杭州健盛累计为公司提供担保金 额为 81,000.00 万元(含本次担保),可用担保额度 19,000.00 万元。 本次担保是否有反担保:无 对外担保逾期的累计数量:截止本公告日,公司及子公 ...
扩大越南产能布局 健盛集团拟1.8亿元投建越南清化新建项目
Zheng Quan Ri Bao Wang· 2025-09-19 04:56
Group 1 - The core viewpoint of the news is that Jian Sheng Group plans to invest in a new project in Vietnam to expand its production capacity for mid-to-high-end cotton socks and clothing, with a total investment of 180 million yuan [1][2]. - The new project aims to produce 60 million pairs of cotton socks and 30 million pieces of clothing annually, addressing the increasing demand from future customer orders and enhancing the company's profitability [1][2]. - The project is expected to generate an annual profit of 77.11 million yuan, with a net profit after tax of 61.688 million yuan, benefiting from tax incentives for foreign investments [1]. Group 2 - The investment in Vietnam aligns with the global trend of restructuring supply chains and aims to enhance international competitiveness for textile companies [2][3]. - Vietnam's labor cost advantage and its status as a core member of RCEP provide significant benefits, including tariff reductions for exports to key markets such as the EU, Japan, and South Korea [2]. - The development of industrial parks in Vietnam, such as in Qinghua and Nanding, has strengthened the local supply chain, allowing textile companies to reduce logistics costs and shorten supply chain cycles [2].
公告精选︱健盛集团:拟投资1.8亿元建设年产6000万双中高档棉袜和3000万件服装项目;金发科技:公司间接持有宇树科技的股权比例极低
Sou Hu Cai Jing· 2025-09-18 13:59
Key Points - Dekoli has received overseas sample orders for its silicon-based OCS products but has not yet secured bulk orders from major overseas manufacturers [1][2] - Jian Sheng Group plans to invest 180 million yuan to establish an annual production capacity of 60 million pairs of mid-to-high-end cotton socks and 30 million pieces of clothing [1][2] - Eagle Software has won the contract for online scoring technology services for the national education examination in Hebei Province from 2025 to 2028 [1][2] - Anhui Heli intends to acquire all shares of Jianghuai Heavy Industry held by the Forklift Group [1][2] - Jian Sheng Group plans to repurchase shares with an investment of 150 million to 300 million yuan [1][2] - Yunda Express reported a revenue of 4.119 billion yuan from express services in August, a year-on-year increase of 5.16% [1][2] - Shentong Express reported a revenue of 4.434 billion yuan from express services in August, a year-on-year increase of 14.47% [1][2] - Shareholder Shanghai Huaxin plans to reduce its stake by no more than 3.00% in Fengzhao Technology [1][2] - Shareholder Shanghai Yunxin plans to reduce its stake by no more than 3% in Jida Zhengyuan [1][2] - Zhejiang Transportation Group has cumulatively increased its stake by 1.17% in Zhejiang Zhongtuo [1][2] - Dongsoft Group has received a notification of designation from an automobile manufacturer [1][2] - Huaxiang Co., Ltd. plans to issue convertible bonds to raise no more than 1.308 billion yuan [1][2]
健盛集团:关于投资建设越南清化新建项目公告
Zheng Quan Ri Bao· 2025-09-18 13:35
Core Viewpoint - The company plans to invest in a new project in Vietnam, focusing on the production of mid-to-high-end cotton socks and garments, indicating a strategic expansion in the textile industry [2]. Investment Details - The total investment for the project is 180 million yuan (approximately 25.18 million USD), which includes fixed asset investment of about 150 million yuan (approximately 20.98 million USD) and working capital of 30 million yuan (approximately 4.20 million USD) [2]. - The project aims to achieve an annual production capacity of 60 million pairs of cotton socks and 30 million pieces of clothing [2]. Approval Process - The investment has been approved by the company's sixth board of directors at its twenty-first meeting and is pending approval from the shareholders' meeting [2].
健盛集团:拟斥资1.5亿元至3亿元回购公司股份
Shang Hai Zheng Quan Bao· 2025-09-18 13:33
来源:上海证券报·中国证券网 上证报中国证券网讯(记者 潘建樑)健盛集团晚间公告,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》。公司拟使用自有资金或自筹资金以不超过14.69元/股的价格回购股份,回购股份资金总额为不超 过30,000万元,不低于15,000万元。本次回购的股份将用于减少公司注册资本。 ...