截至2025年12月26日收盘，健盛集团（603558）报收于11.4元，较上周的11.82元下跌3.55%。本周，健 盛集团12月22日盘中最高价报11.94元。12月23日盘中最低价报11.3元。健盛集团当前最新总市值39.06 亿元，在纺织制造板块市值排名19/31，在两市A股市值排名3991/5178。 浙江健盛集团股份有限公司拟修订《公司章程》，主要涉及法定代表人产生方式、股份回购条款、股东 查阅会计账簿条件、董事提名资格、专门委员会职责等内容，并将根据修订情况办理工商变更登记。该 议案已于2025年12月12日经第六届董事会第二十三次会议审议通过，尚需提交股东会审议。 浙江健盛集团股份有限公司使用闲置自有资金5,000万元购买红土创新基金管理有限公司发行的'红土创 新货币B'理财产品，产品类型为公募基金，投资期限不超过20天，资金来源为自有资金，收益类型为非 保本浮动收益，预期年化收益率0.7%-0.8%。该投资在公司授权范围内，不影响正常经营资金需求和资 金安全，资金可循环使用。公司已采取多项风险控制措施，包括及时跟踪投向、接受审计委员会监督及 履行信息披露义务。 以上内容为证券之星据公开信息整 ...

证券代码：603558 证券简称：健盛集团 公告编号：2025-103 风险提示 浙江健盛集团股份有限公司关于闲置自有资金委托 理财进展的公告 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： 基本情况 | 产品名称 | 红土创新货币 B | | --- | --- | | 受托方名称 | 红土创新基金管理有限公司 | | 购买金额 | 5,000.00 万元 | | 产品期限 | 2025/12/26-购买日起不超 20 天 | 公司本次购买的理财产品属于证券投资基金中的低风险品种，且投资周期较 短，可较大程度避免政策性变化等带来的投资风险；但尽管上述理财产品属于投 资风险较低的品种，考虑到金融市场受宏观经济的影响较大，不排除该项投资受 到市场波动影响的风险，投资的实际收益及本金存在不确定性风险。 一、 委托理财基本情况 浙江健盛集团股份有限公司（以下简称"公司"）已于 2025 年 3 月 24 日 召开第六届董事会第十四次会议，于 2025 年 4 月 15 日召开 2024 年年度股东 会，审议通过了《关 ...

浙江健盛集团股份有限公司 2025 年第六次临时股东会会议材料 浙江健盛集团股份有限公司 2025 年第六次临时股东会 会议材料 2025 年 12 月 29 日 第 1 页 共 18 页 浙江健盛集团股份有限公司 2025 年第六次临时股东会会议材料 目录 浙江健盛集团股份有限公司 2025 年第六次临时股东会会议材料 浙江健盛集团股份有限公司 2025 年第六次临时股东会会议程 会议时间：1、现场会议召开时间：2025 年 12 月 29 日 14 点 00 分。 2、网络投票时间：2025 年 12 月 29 日，采用上海证券交易所网络投票系统， 股 东 通 过 交 易 系 统 投 票 平 台 的 投 票 时 间 为 ： 2025 年 12 月 29 日:15-9:25,9:30-11:30,13:00-15:00；通过互联网投票平台的投票时间为 股东会召开当日的 9:15-15:00。 | 2025 | 年第六次临时股东会会议程 | 3 | | --- | --- | --- | | 2025 | 年第六次临时股东会会议须知 | 5 | | 2025 | 年第六次临时股东会会议审议议案 7 | | | ...

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，并取得了浙江省市场监督管理局换发的《营业执照》，相关登记信息如下： 证券代码：603558 证券简称：健盛集团 公告编号：2025-102 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。 浙江健盛集团股份有限公司（以下简称"公司"）分别于 2025 年 9 月 18 日、 2025 年 10 月 10 日召开第六届董事会第二十一次会议、2025 年第五次临时股东 会审议通过《关于减少注册资本及修订<公司章程>并办理工商变更登记的议案》 （详见公告编号：2025-077、2025-085）。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。 法定代表人：张茂义 注册资本：叁亿肆仟贰佰陆拾叁万捌仟零肆拾玖元 成立日期：1993 年 12 月 06 日 一、本次工商变更登记所变更的内容 | | | 原公司章程条款 | | | | | 修订后公司章程条款 | ...

Group 1: Jiangshan Project - The company plans to invest 350 million yuan in the Jiangshan sock smart manufacturing factory project to meet market demand and achieve industrial upgrades, with an annual revenue exceeding 600 million yuan [1] - The project will implement an integrated digital management system including ERP, MES, and SCM, aiming to enhance product quality and brand value while producing 100 million pairs of high-end socks annually [1] - The project is expected to significantly reduce labor requirements and improve production efficiency and cost control capabilities [1] Group 2: Profitability and Financial Metrics - The normal annual profit before tax is estimated at 88.29 million yuan, leading to a net profit after tax of 66.22 million yuan, with an investment return rate of 18.92% [2] - The construction period for the Jiangshan project is projected to be 3 years, with an investment payback period of 5.3 years (excluding the construction period) [2] Group 3: Egypt Project - The company plans to invest 817.6 million yuan (approximately 11.68 million USD) in a comprehensive production base in Ismailia, Egypt, to mitigate international trade barriers and optimize global production layout [3] - The project aims to produce 180 million pairs of socks and 12 million seamless underwear annually, reinforcing the company's global leadership position [3][4] - The project will leverage Egypt's low labor, energy, and land costs, and is strategically located near the Suez Canal to enhance supply chain responsiveness [4] Group 4: Market Focus and Strategic Importance - The Egypt project targets high-end markets in Europe and the U.S., as well as emerging markets in Africa, strengthening collaboration with existing international clients [4] - The project is expected to yield an investment return rate of 11.62% with a payback period of 8.31 years (excluding the construction period) [4] - The establishment of this project will complement the company's six production bases in China and Vietnam, creating a "multi-base, multi-center" global production network [4] Group 5: Earnings Forecast - The company maintains its earnings forecast, projecting revenues of 2.6 billion yuan, 2.9 billion yuan, and 3.1 billion yuan for the years 2025 to 2027, with net profits of 340 million yuan, 370 million yuan, and 420 million yuan respectively [5] - Corresponding price-to-earnings ratios are projected at 12x, 11x, and 10x for the respective years [5]

Summary of the Conference Call for Jian Sheng Group Company Overview - Jian Sheng Group is investing in Egypt to leverage local population resources (approximately 120 million) and lower labor costs (actual wages around $200/month) to address rising domestic production costs [2][3] Key Industry Insights - Egypt offers significant tariff advantages for exports to Europe (zero tariffs) and the U.S. (10% tariffs for products from QIZ zones), making it a competitive location compared to China and Vietnam, which face tariffs of 40%-50% [2][3][8] - The geographical proximity allows for reduced shipping times, with sea transport to Europe taking only 3-4 days and to the U.S. about two weeks [2][3] Core Investment Strategies - Jian Sheng Group has purchased 300,000 square meters of land (approximately 450 acres) to mitigate future land price increases, as suitable industrial land in Egypt is scarce [5] - The company plans to develop a vertically integrated park that includes sock production, seamless garments, dyeing, and auxiliary materials to lower management costs and improve production efficiency [5][6] Project Developments - The Jiangshan Intelligent Factory project will be implemented in phases with an estimated total investment of 80-90 million RMB, focusing on smart equipment and digital management systems to enhance production efficiency and quality control [6][7] - The company anticipates that the Egyptian project will contribute significantly to future sock production capacity, with some production expected to be operational by 2027 [3][9] Financial Considerations - Jian Sheng Group has a low debt-to-equity ratio and strong cash flow, preferring bank financing with a cost of around 2% [10] - There are no current plans for equity financing, but the company may consider divesting underperforming assets to ensure sufficient funds while maintaining dividend levels [10] Labor and Operational Efficiency - The labor situation in Egypt is favorable, with a high number of applicants for job openings, and English is widely spoken, facilitating management [3][13] - The company is confident in its ability to manage and train local employees, although the efficiency of Egyptian labor compared to Vietnamese labor is still being assessed [13] Market Outlook - The company expects a positive outlook for its seamless and cotton sock businesses in 2026, with optimistic order forecasts, particularly for seamless products [18][22] - The domestic asset management strategy includes consolidating production facilities to optimize operations, although this is not the primary funding source for the Egyptian investment [19][20] Conclusion - Jian Sheng Group's strategic investment in Egypt is driven by favorable labor conditions, tariff advantages, and logistical efficiencies, positioning the company for growth in the global market while addressing current production capacity constraints in Vietnam.

Core Insights - The textile and apparel industry is experiencing a mixed performance, with a recommendation to focus on leading companies benefiting from positive trends in orders and raw material prices [5][12] - The report highlights potential investment opportunities in companies like New Australia Co., Nike's upstream supply chain, and various leading brands expected to recover in performance next year [5][12] - The light industry sector shows resilience, with recommendations for companies in home textiles and new consumer businesses that are expected to grow significantly [5][12] Textile and Apparel Industry Market Review - The Shanghai Composite Index fell by 0.34%, while the ChiNext Index rose by 2.74% during the period from December 8 to December 12, 2025. The textile and apparel sector (SW) declined by 2.81%, ranking 25th among 31 primary industries [12][13] - The report indicates that the textile and apparel industry's latest PE (TTM) is 20.01X, with historical highs and lows of 57.80X and 14.44X respectively [16][17] Textile and Apparel Export Data Tracking - In November 2025, China's textile exports increased by 1.02% year-on-year, while apparel exports decreased by 10.98% [5] - Vietnam's textile exports in November 2025 amounted to $2.97 billion, down 2.72% year-on-year, with a total export of $35.9 billion for the first 11 months, reflecting a 6.7% increase [5] Light Industry Manufacturing Market Review - The light industry sector's performance remains relatively stable, with external factors like U.S. real estate transactions expected to improve conditions for leading companies [5] - Recommendations include focusing on companies like Jiangxin Home, Yuanfei Pet, and Yiyi Co., which are expected to benefit from the ongoing recovery in the export market [5] Key Company Valuation and Financial Analysis - The report provides detailed financial metrics for key companies, including EPS, PE ratios, and ROE, indicating a generally favorable outlook for companies like Mercury Home Textiles and Anta Sports [6][25] - Notable companies with strong buy ratings include Mercury Home Textiles (closing price: CNY 20.18, target price: CNY 23.08) and Anta Sports (closing price: HKD 81.80, target price: HKD 105.00) [6][25]

Core Viewpoint - Two A-share listed companies, Xinfengming and Jiansheng Group, announced plans to invest in manufacturing facilities in Egypt, aiming to enhance their global presence and production capabilities [2][4]. Group 1: Investment Details - Xinfengming plans to invest $280 million to build a factory with an annual production capacity of 360,000 tons of functional polyester fibers, utilizing advanced polyester technology [2][3]. - Jiansheng Group will invest $117 million to produce 180 million pairs of mid-to-high-end cotton socks, 12 million seamless underwear, and other textile products, with an expected annual revenue of 846 million yuan [4]. Group 2: Strategic Importance - Xinfengming's project is located in the Suez Canal Economic Zone, which is expected to enhance the company's international influence and market competitiveness while mitigating trade barriers [3][5]. - Jiansheng Group's project is part of its global strategy to integrate resources and expand into high-end markets in Europe and Africa, reinforcing its leading position in the global knitting industry [4][6]. Group 3: Local Economic Context - Egypt is viewed as a favorable investment destination due to its strategic location, stable political environment, and supportive government policies for foreign investments [5][6]. - The projects are expected to fill the gap in Egypt's polyester production capacity, which is currently lacking, thus receiving significant attention from the Egyptian government [5][6].

Group 1: Company Announcements - Yongding Co., Ltd. does not directly manufacture controllable nuclear fusion devices but provides materials for the winding magnets of such devices [1] - Aerospace Power's main business does not involve commercial aerospace, nor does it have any commercial aerospace-related assets for external investment [1] - Zhibang Home intends to repurchase company shares worth between 80 million to 110 million yuan [3] Group 2: Investment Projects - Jiangsu Longsheng Weirui plans to invest approximately 350 million yuan to establish an intelligent robot innovation center [1] - Hainan Development's Zhuhai Sanxin plans to invest in the second phase of its production base project in Zhuhai [2] - New Fengming intends to invest 280 million USD to build a 360,000 tons/year functional fiber project in Egypt [2] Group 3: Contracts and Bids - Dayu Irrigation has pre-won the construction project for high-standard farmland in Inner Mongolia's Chifeng City for 2025 [1] - Dayu Irrigation has also pre-won the construction project for high-standard farmland in Inner Mongolia's Tongliao City for 2025 [2] - *ST Zhisheng has won the bid for the smart city governance (Phase IV) project [1] Group 4: Equity Transactions - Rongzi Technology plans to acquire 54.9688% of Guizhou Xinren's shares for 342 million yuan and will also increase its capital [3] - Tiankang Biological intends to purchase 51% equity of Qiangdu Livestock [2] - Binhai Energy plans to acquire 51% equity of Xingtai New Energy [3] Group 5: Share Buybacks and Holdings - Maide Medical plans to spend between 20 million to 40 million yuan to repurchase shares [3] - Tianli Technology's Qian Yongyao intends to reduce his holdings by no more than 3% [3] - Haichuan Intelligent's Wu Guifang and Zheng Xuefen plan to collectively reduce their holdings by no more than 5.98% [3] Group 6: Fundraising Activities - Tianshun Wind Power plans to raise no more than 1.95 billion yuan through a private placement [3] - Leisai Intelligent plans to raise no more than 1.144 billion yuan through a private placement [3]

格隆汇12月12日丨健盛集团(603558.SH)公布，公司全资子公司浙江健盛集团江山针织有限公司深耕针 织领域多年，在棉袜生产、供应链管理及客户服务等方面积累了深厚的行业经验，为ADIDAS、 PUMA、优衣库等全球知名品牌及零售商提供专业产品与服务，年营收超6亿元。当前消费者对棉袜的 舒适度、时尚感及个性化需求日益提升，同时智能制造已成为纺织行业转型的必然趋势。为满足市场需 求、实现产业升级，公司拟在浙江省衢州市江山市清湖街道创新路18号，投资建设江山棉袜智能制造工 厂项目，项目投资总额35,000万元，所需资金由浙江健盛集团江山针织有限公司以自筹资金出资实施本 项目。 ...