Jasan Group(603558)
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健盛集团: 健盛集团2024年年度报告(修订版)
Zheng Quan Zhi Xing· 2025-07-11 16:16
Core Viewpoint - Zhejiang Jasan Holding Group Co., Ltd. (Jasan Group) aims to become a global leader in integrated supply chain manufacturing of knitted sports apparel, showcasing strong financial performance and strategic growth initiatives in 2024 [1][2]. Company Overview - The company reported a revenue of CNY 2.57 billion in 2024, representing a year-on-year increase of 12.81% [2][5]. - Net profit attributable to shareholders reached CNY 321.18 million, up 20.15% from the previous year [2][5]. - The company has a diversified product portfolio, primarily focusing on knitted socks and seamless apparel, serving major global brands such as UNIQLO, PUMA, and ADIDAS [6][9]. Financial Performance - The total assets of the company stood at CNY 3.90 billion, an increase of 11.98% compared to the previous year [2]. - Basic earnings per share rose to CNY 0.89, reflecting a growth of 20.27% year-on-year [2]. - The company’s cash flow from operating activities was CNY 342.25 million, indicating a decrease of 12.29% from the previous year [5]. Business Segments - The cotton sock segment generated approximately CNY 1.92 billion in sales, marking a 15.85% increase, with net profit growing by 12.62% to CNY 279 million [5][6]. - Seamless apparel sales also showed significant growth, contributing to the overall revenue increase [6][7]. Strategic Initiatives - The company is actively pursuing cost reduction and efficiency improvement strategies, including optimizing procurement and enhancing production processes [5][6]. - Jasan Group is expanding its production capacity in Vietnam, with projects aimed at producing 65 million pairs of mid-to-high-end cotton socks and other textile products [5][6]. Market Position - The company has established a strong foothold in the textile industry, with a focus on export markets, particularly in Europe, the United States, and Japan [6][9]. - In 2024, China's cotton sock exports reached 18.8 billion pairs, with an export value of USD 6 billion, highlighting the robust demand for the company's products [7]. Future Outlook - The company plans to continue enhancing its vertical integration and invest in research and development to maintain its competitive edge in the textile market [6][9]. - Jasan Group aims to strengthen its relationships with existing clients while exploring opportunities to attract new high-quality customers [6][9].
健盛集团: 健盛集团关于2024年年度报告更正公告
Zheng Quan Zhi Xing· 2025-07-11 16:13
Core Viewpoint - Zhejiang Jian Sheng Group Co., Ltd. announced a correction to its 2024 annual report, clarifying that an error in data units was identified, which does not affect the financial statements or the overall financial condition and operating results of the company [1][2][4]. Financial Data Correction - The error involved the misrepresentation of data units in the "Operational Information Analysis of the Apparel Industry" section, where the actual unit should be "Yuan" instead of "Ten Thousand Yuan" [2][4]. - The corrected financial figures include: - Brand Type: - OEM: Revenue of 2,508,245,012.56 Yuan, Cost of Sales 1,810,320,571.68 Yuan, Gross Margin 27.83% [2][4]. - JSC: Revenue of 34,866,551.37 Yuan, Cost of Sales 11,955,244.50 Yuan, Gross Margin 65.71% [2][4]. - Sales Channel Breakdown: - Online Sales: Revenue of 33,822,526.43 Yuan, Gross Margin 67.19% [2][4]. - Offline Sales: Revenue of 2,509,289,037.50 Yuan, Gross Margin 27.82% [2][4]. - Regional Revenue Distribution: - Domestic: Revenue of 351,122,515.86 Yuan, accounting for 13.81% of total revenue [2][4]. - Overseas: Total revenue of 2,191,989,048.07 Yuan, accounting for 86.19% of total revenue [2][4]. Additional Information - The company expressed apologies for any inconvenience caused to investors due to the correction and stated that no other changes occurred in the full text and summary of the 2024 annual report [4][6].
健盛集团(603558) - 健盛集团关于2024年年度报告更正公告
2025-07-11 09:32
证券代码:603558 证券简称:健盛集团 公告编号:2025-063 浙江健盛集团股份有限公司 关于 2024 年年度报告更正公告 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。 浙江健盛集团股份有限公司(以下简称"公司")于 2025 年 3 月 25 日在 上海证券交易所网站(www.sse.com.cn)及指定媒体披露了公司《2024 年年度 报告》。经公司事后审核,在编制 2024 年年度报告过程中,因工作人员疏忽, 2024 年年度报告中"第三节 管理层讨论与分析"之"(四)行业经营性信息分 析"之"服装行业经营性信息分析"部分数据单位有误,实际单位为"元",本 次更正不会对财务报表产生影响,也不会对 2024 年年度财务状况和经营成果造 成影响。具体内容更正如下: 更正前: 2、报告期内各品牌的盈利情况 √适用 □不适用 品牌类型 营业收入 营业成本 毛利 率(%) 营业收 入比上 年增减 (%) 营业成本 比上年增 减(%) 毛利率比 上年增减 (%) 贴牌 2,508,245,012.56 1,810, ...
关税影响专题四:美越关税落地,“转运”判定参考与纺企产业链布局梳理-20250710
Guoxin Securities· 2025-07-10 14:52
Investment Rating - The investment rating for the textile and apparel industry is "Outperform the Market" (maintained) [1] Core Insights - The update on Trump's tariff policy indicates a trade agreement with Vietnam, imposing a 20% tariff on Vietnamese exports, significantly lower than the previous 46% [2] - The determination of "transshipment" by U.S. Customs focuses on the country of origin, with the final decision resting with U.S. Customs [2] - The textile industry in Southeast Asia shows high dependency on fabric imports, with Vietnam's self-sufficiency in textile and footwear materials reported at approximately 40-45% [2][47] Summary by Sections 1. Trump Tariff Policy Update - On July 2, Trump announced a trade agreement with Vietnam, reducing tariffs on Vietnamese exports to 20% from 46% [2][10] - A 40% punitive tariff will be applied to goods transshipped through Vietnam to third countries [2][11] 2. "Transshipment" Determination Rules - U.S. Customs uses the "substantial transformation" principle to determine the country of origin for goods not entirely produced in one country [2][15] - The determination process involves a five-step assessment based on product characteristics and processing operations [2][21] 3. Textile Industry Capacity Distribution and Tariff Risk Exposure - Southeast Asian countries have high fabric import dependency, with Vietnam's dependency exceeding 70% [47] - Companies with less than 20% revenue exposure to the U.S. include Shenzhou International and Jian Sheng Group, while those with significant production in Southeast Asia have over 40% revenue exposure to the U.S. [2] - Companies with double-digit net profit margins include Shenzhou International (20.9%), Rihong (18.0%), and Huayi Group (16.0%) [2] 4. Investment Recommendations - Key recommendations include Shenzhou International, which has low U.S. revenue exposure and high net profit margins, and Huayi Group, which has a strong market position and high capacity in Vietnam [6]
健盛集团(603558) - 健盛集团2025年第四次临时股东会的法律意见书
2025-07-10 08:30
浙江天册律师事务所 关于 浙江健盛集团股份有限公司 2025 年第四次临时股东会的 法律意见书 关于浙江健盛集团股份有限公司 2025 年第四次临时股东会的 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 法律意见书 编号:TCYJS2025H1108 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 年第四次 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 ...
健盛集团(603558) - 健盛集团2025年第四次临时股东会决议公告
2025-07-10 08:30
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 (一)股东会召开的时间:2025 年 7 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 证券代码:603558 证券简称:健盛集团 公告编号:2025-062 浙江健盛集团股份有限公司 2025年第四次临时股东会决议公告 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: | 1、出席会议的股东和代理人人数 | 114 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数(股) | 149,954,587 | | 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(%) | 42.8027 | (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 ...
健盛集团: 2025年第四次临时股东会会议材料
Zheng Quan Zhi Xing· 2025-07-01 16:08
Group 1 - The meeting is scheduled for July 10, 2025, at 14:00, with a voting period from 9:15 to 15:00 on the same day [2][3] - The meeting will be held at the sixth-floor conference room of Zhejiang Jian Sheng Group Co., Ltd. [2] - The meeting will combine on-site voting and online voting through the Shanghai Stock Exchange network voting system [2][3] Group 2 - A legal representative from Zhejiang Tian Ce Law Firm will attend the meeting to provide legal opinions [2] - The meeting will follow specific rules for shareholder participation, including the need for prior registration for speaking and a limit of five minutes per speaker [2][3] - The voting process will be conducted in a named manner, with shareholders required to select one of three options: "agree," "disagree," or "abstain" [2][3] Group 3 - The agenda includes a proposal to amend the company's articles of association and related documents, which requires shareholder approval [3] - The proposed amendments include changes to the titles and number of executive positions within the company, such as increasing the number of vice presidents from seven to eight [3] - The revised articles will authorize the board of directors to handle the necessary business registration changes and will be disclosed on the Shanghai Stock Exchange website [3]
健盛集团(603558) - 健盛集团关于股份回购进展公告
2025-07-01 08:03
证券代码:603558 证券简称:健盛集团 公告编号:2025-061 浙江健盛集团股份有限公司 关于股份回购进展公告 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法律责任。 重要内容提示: | 回购方案首次披露日 | 2025/3/25 | | --- | --- | | 回购方案实施期限 | 2025 年 4 月 15 日~2026 年 4 月 14 日 | | 预计回购金额 | 5,000万元~10,000万元 | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 239.49万股 | | 累计已回购股数占总股本比例 | 0.68% | | 累计已回购金额 | 2,164.59万元 | | 实际回购价格区间 | 8.78元/股~9.52元/股 | 一、回购股份的基本情况 议通过回购方案之日起不超过 12 个月,即 2025 年 4 月 15 日至 2026 年 4 月 14 日。 具体内容详见公司披露的《公司 20 ...
健盛集团(603558) - 2025年第四次临时股东会会议材料
2025-07-01 08:00
浙江健盛集团股份有限公司 2025 年第四次临时股东会会议材料 浙江健盛集团股份有限公司 2025 年第四次临时股东会 会议材料 2025 年 7 月 第 1 页 共 7 页 浙江健盛集团股份有限公司 2025 年第四次临时股东会会议材料 目录 | 一、 | 2025 | 年第四次临时股东会会议须知 | 3 | | --- | --- | --- | --- | | 二、 | 2025 | 年第四次临时股东会议程 | 5 | | 三、 | 2025 | 年第四次临时股东会审议议案 | 6 | | 议案一 | | 《关于修订<公司章程>及附件并办理工商变更登记的议案》 | 7 | 第 3 页 共 7 页 一、 股东会设会务组,负责会议的组织工作和处理相关事宜。 二、 股东会期间,全体出席人员应维护股东的合法权益、确保股东会的正常秩序 和议事效率,自觉履行法定义务。 三、 出席股东会的股东(或股东代表),依法享有发言权、质询权、表决权等权 利,但需由公司统一安排发言和解答。股东会召开期间,股东(或股东代表) 事先准备发言的,应当先向股东会会务组登记,股东(或股东代表)临时要求 发言或就相关问题提出质询的,应当先向 ...
健盛集团(603558) - 健盛集团关于完成工商变更登记的公告
2025-06-27 09:00
浙江健盛集团股份有限公司 关于完成工商变更登记的公告 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。 证券代码:603558 证券简称:健盛集团 公告编号:2025-060 注册资本:叁亿伍仟叁佰壹拾捌万叁仟壹佰肆拾玖元 成立日期:1993 年 12 月 06 日 经营范围:一般项目:针纺织品销售;货物进出口;体育用品及器材制造; 企业管理;以自有资金从事投资活动;信息咨询服务(不含许可类信息咨询服务); 浙江健盛集团股份有限公司(以下简称"公司")分别于 2025 年 6 月 6 日、 2025 年 6 月 23 日召开第六届董事会第十七次会议、2025 年第三次临时股东大会 审议通过《关于申请一照多址、变更经营范围、住所、取消监事会及修订<公司 章程>及附件并办理工商变更登记的议案》(详见公告编号:2025-050、2025-55)。 公司授权董事会按照浙江省市场监督管理局的相关要求,办理公司章程修订等相 应事项的工商变更登记。 近日,公司完成了上述事项的工商变更登记及修订后的《公司章程》的备案 手续,并取得了浙江省 ...