Core Viewpoint - The company plans to repurchase shares worth between 150 million to 300 million RMB, with a maximum repurchase price of 14.69 RMB per share [1] Group 1: Share Repurchase - The repurchased shares will be used to reduce the company's registered capital by canceling shares [1] - The company has received a loan commitment letter from CITIC Bank's Hangzhou Xiaoshan branch for a loan amount of 270 million RMB, specifically for the purpose of the share repurchase [1]

Group 1: Export Chain - The export chain is expected to see improved sentiment and performance, with clarity on tariff arrangements boosting order placement by brands [1][9] - Major brands like Nike and Adidas are cautiously optimistic about demand recovery, with Nike reporting a slight revenue and gross margin beat in its recent quarterly results [2][12] - Leading manufacturers have begun to see performance improvements in Q3, with companies like Xin'ao and Bailong Dongfang anticipating revenue growth driven by increased orders [3][19] Group 2: Investment Themes - Key investment themes include leading sports and leisure brands such as Nike, Adidas, and Uniqlo, along with their core suppliers like Shenzhou International and Huayi Group, which have attractive PE ratios for 2025 [4][21] - Upstream manufacturers showing short-term order improvements and medium-term market share gains include Xin'ao and Weixing, which are expected to benefit from rising raw material prices [4][21] Group 3: Brand Apparel - The brand apparel sector continues to show signs of divergence, with retail performance impacted by fluctuating offline traffic and intense online competition [5][22] - Despite challenges, companies like Hailan Home and Luolai Life are expected to maintain positive revenue growth due to strong online and offline sales strategies [6][26] Group 4: Market Outlook - The overall market outlook for the textile and apparel industry remains cautiously optimistic, with expectations of gradual recovery in demand and performance improvements across various segments [1][9][22] - The consumer confidence index shows slight recovery, but consumers remain focused on product functionality and value for money [5][22]

Market Overview - The textile and apparel sector has underperformed the broader market since September, with textile manufacturing outperforming branded apparel, showing +0.1% and -1.6% respectively as of October 9 [1][13] - Key companies that have seen significant gains since September include Xin'ao Co. (+16.9%), Fengtai Enterprise (+14.9%), Adidas (+11.6%), and others [1] Brand Apparel Insights - Retail sales of clothing in August grew by 3.1% year-on-year, with a 1.3 percentage point increase from the previous month [2] - The sales pressure is expected in September due to the absence of the Mid-Autumn Festival and high temperatures affecting consumer behavior [2] - E-commerce channels showed strong growth in outdoor apparel, with sportswear brands like Descente (+51%) and Lululemon (+35%) leading the way [2] Textile Manufacturing Insights - Vietnam's textile exports in September increased by 9.4% year-on-year, while footwear exports rose by 9.0% [3] - China's textile exports showed a slight improvement in August, with a 1.4% increase, although apparel and footwear exports declined significantly [3] - Wool prices saw a notable increase in September, rising by 17.5% month-on-month and 28.3% year-on-year [3] Investment Recommendations - Focus on the rebound opportunities in textile manufacturing, with expectations for order recovery in Q4 [5] - Companies like Shenzhou International, which is Nike's largest apparel supplier, and Huayi Group are highlighted as key beneficiaries of tariff changes and Nike's recovery [5] - The report suggests that the impact of tariffs will diminish in Q4, leading to a stabilization of orders [5] Key Company Forecasts - Shenzhou International is rated "Outperform" with an expected EPS of 4.37 in 2025 and a PE ratio of 13.9 [8] - Other companies such as Huayi Group and Kai Run Co. are also rated "Outperform" with positive growth forecasts [8]

Market Overview - The textile and apparel sector has underperformed the broader market since September, with textile manufacturing showing better performance than branded apparel, with respective changes of +0.1% and -1.6% as of October 9 [1][13] - Key companies that have seen significant gains since September include Xin'ao Co. (+16.9%), Fengtai Enterprise (+14.9%), Adidas (+11.6%), and others [1] Brand Apparel Insights - Retail sales of clothing increased by 3.1% year-on-year in August, with a 1.3 percentage point improvement from the previous month. However, sales in September are expected to face pressure due to the absence of the Mid-Autumn Festival and continued warm weather [2] - E-commerce channels showed strong growth in outdoor apparel, with categories like sportswear and outdoor clothing growing by 22% and 51% respectively for leading brands [2] - On social media platform Xiaohongshu, the top three brands in the sports and outdoor category saw significant follower growth, indicating strong consumer interest [2] Textile Manufacturing Insights - Vietnam's textile exports saw a year-on-year increase of 9.4% in September, while footwear exports rose by 9.0%, indicating a recovery in the sector [3] - The price of wool significantly increased in September, with a month-on-month rise of 17.5% and a year-on-year increase of 28.3% [3] - Companies like Ruohong have visibility on orders extending to Q1 2026, maintaining a revenue target of over 3 billion yuan per month [3] Investment Recommendations - Focus on textile manufacturing rebound opportunities, particularly after the release of Q3 reports. The impact of U.S. tariffs is expected to diminish, with orders stabilizing [5] - Key companies to watch include Shenzhou International, Huayi Group, and Kai Run Co., which are positioned to benefit from tariff changes and recovery in demand [5][7] - In the branded apparel segment, long-term growth is anticipated in the sports category, with recommendations for brands like Anta Sports, Xtep International, and Li Ning [7]

证券代码：603558 证券简称：健盛集团 公告编号：2025-086 浙江健盛集团股份有限公司 关于注销回购股份减少注册资本通知债权人的公告 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个别及连带责任。 一、通知债权人的原由 债权申报所需材料包括：公司债权人可持证明债权债务关系存在的合同、协 议及其他凭证的原件及复印件到公司申报债权。债权人为法人的，需同时携带法 人营业执照副本原件及复印件、法定代表人身份证明文件；委托他人申报的，除 上述文件外，还需携带法定代表人授权委托书和代理人有效身份证件的原件及复 印件。债权人为自然人的，需同时携带有效身份证件的原件及复印件；委托他人 申报的，除上述文件外，还需携带授权委托书和代理人有效身份证件的原件及复 印件。 债权人可采用现场、邮寄、传真等方式进行申报，具体方式如下： 1、申报时间：2025 年 10 月 11 日至 2025 年 11 月 25 日，工作日的 8:30-17:30 5、联系电话：0571- 22897199 浙江健盛集团股份有限公司（以下简称"公司"）于2025年3月24 ...

浙江天册律师事务所 关于 浙江健盛集团股份有限公司 2025 年第五次临时股东会的 法律意见书 浙江省杭州市杭大路 1 号黄龙世纪广场 A 座 11 楼 310007 电话：0571-87901111 传真：0571-87901500 法律意见书 浙江天册律师事务所 关于浙江健盛集团股份有限公司 2025 年第五次临时股东会的 法律意见书 编号：TCYJS2025H1692 号 致：浙江健盛集团股份有限公司 浙江天册律师事务所（以下简称"本所"）接受浙江健盛集团股份有限公司（以 下简称"健盛集团"或"公司"）的委托，指派本所律师参加公司 2025 年第五次 临时股东会（以下简称"本次股东会"），并根据《中华人民共和国证券法》（以 下简称"《证券法》"）、《中华人民共和国公司法》（以下简称"《公司法》"） 和《上市公司股东会规则》（以下简称"《股东会规则》"）等法律、法规和其他 有关规范性文件的要求出具本法律意见书。 在本法律意见书中，本所律师仅对本次股东会召集、召开程序、出席人员的资 格、召集人的资格、表决程序及表决结果的合法有效性发表意见，不对本次股东会 所审议的议案内容和该等议案中所表述的事实或数据的真实 ...

证券代码：603558 证券简称：健盛集团 公告编号：2025-085 浙江健盛集团股份有限公司 2025年第五次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 202 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 152,389,912 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 44.4754 | (四) 表决方式是否符合《公司法》及《公司章程》的规定，股东会主持情况 等。 本次会议由董事会召集，董事长张茂义主持。本次会议采取现场投票和网络 投票相结合的表决方式，符合《公司法》及《公司章程》的规定。 (一) 股东会召开的时间：2025 年 10 月 10 日 (二) 股东会召开的地点：浙江杭州萧山经济技术开发区金一路 111 号，浙江 健盛集团股份有限公司六楼会议室 (三) 出席会议的普通股股东和恢复 ...

证券代码：603558 证券简称：健盛集团 公告编号：2025-087 浙江健盛集团股份有限公司 关于回购股份通知债权人的公告 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个别及连带责任。 一、通知债权人的原由 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》。具体内容详见披露在上海证券交 易所网站（www.sse.com.cn）上的《公司第六届董事会第二十一次会议决议公告》 （公告编号：2025-077）、《公司关于回购公司股份预案暨公司"提质增效重回 报"行动方案的公告》（公告编号：2025-080）、《公司关于召开 2025 年第五 次临时股东会的通知》（公告编号：2025-081）。上述议案已经公司 2025 年 10 月 10 日召开的公司 2025 年第五次临时股东会审议通过，具体内容详见披露在上 海证券交易所网站（www.sse.com.cn）上的《公司 2025 年第五次临 ...

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, United Imaging Healthcare, Shenzhen South Circuit, and Aibo Medical [11][13] - In the last five days, the most popular companies for institutional research include Jepu Tech, Ganli Pharmaceutical, Shiji Information, Guangri Co., and Nenghui Technology [11][12] - Among the top twenty companies in the past 30 days, 12 companies had 10 or more rating agencies involved, with significant profit growth expected for Lankai Technology, Huichuan Technology, and Sanhua Intelligent Control in their 2025 mid-year reports compared to 2024 [11][12] Group 2: Shareholder Increase and Buyback Strategies - From September 22 to September 26, 2025, four listed companies announced significant shareholder increases [18] - A total of 71 companies announced buyback progress during the same period, with 22 of them having 10 or more rating agencies involved [24] - From January 1 to September 26, 2025, 274 companies announced shareholder increases, with 86 of them having 10 or more rating agencies involved [20] Group 3: Buyback Situation - From January 1 to September 26, 2025, 1,747 companies announced buyback progress, with 414 of them having 10 or more rating agencies involved [26] - Among these, 108 companies had a buyback amount that exceeded 1% of their market value on the announcement date [26][27] - Specific companies in the buyback phase include Chengde Lulu, Liugong, Shantui, Huaming Equipment, Jian Sheng Group, Ruoyu Chen, and China Jushi [27]

Group 1 - The core viewpoint of the news is that Jian Sheng Group's stock has shown a slight increase recently, with a current price of 9.96 CNY per share and a market capitalization of 3.413 billion CNY [1] - As of June 30, 2025, Jian Sheng Group reported a revenue of 1.171 billion CNY for the first half of the year, reflecting a year-on-year growth of 0.19%, while the net profit attributable to shareholders decreased by 14.46% to 142 million CNY [2] - The company has distributed a total of 990 million CNY in dividends since its A-share listing, with 600 million CNY distributed over the past three years [3] Group 2 - Jian Sheng Group's main business involves the production of knitted sports apparel, with revenue composition as follows: knitted cotton socks (60.61%), seamless sports apparel (22.97%), knitted leisure cotton socks (11.02%), seamless leisure apparel (2.71%), homewear and others (1.50%), and other supplementary items (1.19%) [1] - The company has a total of 12,500 shareholders as of June 30, 2025, which is a decrease of 3.53% from the previous period, while the average circulating shares per person increased by 3.66% to 28,320 shares [2] - Jian Sheng Group is classified under the textile and apparel industry, specifically in textile manufacturing, and is associated with concepts such as e-commerce, small-cap stocks, sports industry, share buybacks, and overseas expansion [1]