| 证券代码：603877 | 证券简称：太平鸟 | 公告编号：2025-068 | | --- | --- | --- | | 债券代码：113627 | 债券简称：太平转债 | | 宁波太平鸟时尚服饰股份有限公司 关于控股股东一致行动人增持公司股份 暨权益变动触及 1%刻度的提示性公告 宁波泛美投资管理有限公司及其一致行动人保证向本公司提供的信息真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 1.身份类别 投资者及其一致行动人的身份 √控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 □合并口径第一大股东及其一致行动人（仅适用于无 控股股东、实际控制人） □其他______________（请注明） 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | 宁波泛美投资管理有限 | □ | 控股股东/实控人 | √ 91330201554516308J | | 公司 | √ | 控股股东/实控人的一致行动人 | □ 不适用 | | | □ | 其他直接持股股东 | | 3.一致行动 ...

上海市锦天城律师事务所 关于宁波太平鸟时尚服饰股份有限公司 控股股东一致行动人增持公司股份的 法律意见书 锦 天 城 律师事务 所 ALLBRIGHT LAW OFFICES 上海市锦天城律师事务所 关于宁波太平鸟时尚服饰股份有限公司 控股股东一致行动人增持公司股份的 法律意见书 致:宁波太平鸟时尚服饰股份有限公司 上海市锦天城律师事务所(以下简称"本所")接受宁波太平鸟时尚服饰股 份有限公司(以下简称"太平鸟"或"公司")的委托,根据《公司法》《证券 法》《上市公司收购管理办法》《上海证券交易所上市公司自律监管指引第8号 -- 股份变动管理》等法律、法规、规范性文件的规定,就公司控股股东太平鸟 集团有限公司(以下简称"太平鸟集团")的一致行动人宁波泛美投资管理有限 公司(以下简称"泛美投资") 增持太平鸟股份事宜(以下简称"本次增持") 进行核查并出具本法律意见书。 1 上海市锦天城律师事务所 地址： 上海市浦东新区银城中路 501 号上海中心大厦 11/12 楼 电话: 021-20511000 邮编: 200120 上海市锦天城律师事务所 法律意见书 本所律师按照律师行业公认的业务标准、道德规范和勤勉尽 ...

格隆汇8月4日丨太平鸟(603877.SH)公布，近日收到宁波泛美投资管理有限公司（简称"宁波泛美"）发 来的函告，基于对公司未来发展前景的信心及中长期价值的认可，宁波泛美于2025年8月1日通过上海证 券交易所以大宗交易方式增持公司股份1,213,700股，占公司总股本的0.26%，增持金额1,805.99万元； 自宁波泛美权益变动至今，其持有公司股份比例增加至9.21%，权益变动触及1%刻度。 ...

Core Viewpoint - The development of recycled polyester staple fiber is rapidly advancing due to increasing global resource shortages and environmental issues, with a projected production increase in China from 2020 to 2024, reaching 4.21 million tons in 2024, a year-on-year growth of 5.8% [1][14]. Industry Overview - Recycled polyester staple fiber is produced from waste polyester bottle flakes and spinning waste through physical or chemical regeneration processes, with lengths typically ranging from 32 to 102 mm and various specifications [3]. - The fiber is widely used in furniture, toys, bedding, and clothing industries due to its low cost and good performance [3]. Industry Policies - The Chinese government has implemented several policies to promote the development of recycled polyester staple fiber, including encouraging textile companies to prioritize the use of green fiber materials and enhancing the standards and certification systems for green products [5][7]. - Specific policies include the 2022 implementation opinions on accelerating the recycling of waste textiles and the 2024 notice on promoting high-quality recycling of waste textiles and bottle flakes [5][7]. Industry Chain - The upstream of the recycled polyester staple fiber industry includes raw materials such as polyester fabrics, waste polyester bottle flakes, and spinning waste, which directly affect production costs and profitability [8]. - The downstream applications primarily include clothing, home textiles, and industrial textiles, with clothing being the largest demand market [8]. Market Demand - China's waste textile recycling volume is projected to grow from 4 million tons in 2019 to 5.15 million tons in 2024, indicating a significant potential for recycled polyester staple fiber as a key application area [10]. - The textile industry in China is expected to achieve a revenue of 48,353.66 billion yuan in 2024, a year-on-year increase of 3.87%, further driving the demand for recycled fibers [12]. Competitive Landscape - Key players in the recycled polyester staple fiber industry include Yangzhou Tianfu Long Group, Youcai Environmental Resources Technology, and Fujian Minrui New Fiber, which possess large production scales and advanced technologies [16][17][19]. - Smaller enterprises are also emerging, offering high-quality and innovative products that appeal to consumers [16]. Development Trends - The demand for recycled polyester staple fiber is expected to continue growing due to stricter global environmental policies and increasing consumer awareness of sustainability [23]. - Differentiated products, such as recycled colored polyester staple fiber, are anticipated to see significant growth due to their low carbon emissions and cost advantages [24]. - Quality improvements and technological innovations will enhance the competitiveness of recycled polyester staple fiber, with a focus on resource efficiency and reduced environmental impact [26].

Core Viewpoint - The development of recycled polyester staple fiber is accelerating in response to global resource shortages and environmental issues, with production expected to reach 4.21 million tons in 2024, a year-on-year increase of 5.8% [1][14]. Industry Overview - Recycled polyester staple fiber is produced from waste polyester bottle flakes and spinning waste through physical or chemical regeneration processes, with lengths typically ranging from 32 to 102 mm and various specifications [3]. - The industry is driven by strong market demand and a stable supply of raw materials, particularly from the recycling of waste textiles and bottle flakes [1][14]. Industry Policies - The Chinese government has implemented several policies to promote the development of recycled polyester staple fiber, including encouraging textile companies to prioritize the use of green fiber materials and enhancing standards for green products [5][7]. - Key policies include the 2022 implementation opinions on accelerating the recycling of waste textiles and the 2024 notice on promoting high-quality recycling of waste textiles and bottle flakes [5][7]. Industry Chain - The upstream of the recycled polyester staple fiber industry includes the collection of raw materials such as waste polyester bottle flakes and spinning waste, which directly impacts production costs and profitability [8]. - The downstream applications primarily include clothing, home textiles, and industrial textiles, with clothing being the largest market segment [8]. Market Demand - The demand for recycled polyester staple fiber is expected to continue growing due to increasing consumer awareness of environmental issues and government support for sustainable practices [23]. - The recycling volume of waste textiles in China is projected to rise from 4 million tons in 2019 to 5.15 million tons in 2024, providing ample raw material for production [10]. Competitive Landscape - The industry features several leading companies such as Yangzhou Tianfu Long Group, Youcai Environmental Resources Technology, and Fujian Minrui New Fiber, which possess significant market influence and advanced production capabilities [16][17][19]. - Smaller enterprises are also emerging, offering high-quality and innovative products that appeal to consumers [16]. Future Trends - The market for differentiated products, such as recycled colored polyester staple fiber, is expected to expand due to their low carbon emissions and cost advantages [24]. - Continuous improvements in quality and technological innovation will enhance the competitiveness of recycled polyester staple fiber, with a focus on resource efficiency and reduced environmental impact [26].

Summary of Key Points Core Viewpoint - On August 1, a significant block trade of Tai Ping Bird occurred, indicating potential investor interest despite recent stock price declines [2][3]. Trading Activity - A total of 1.2137 million shares were traded in the block transaction, amounting to 18.0599 million yuan, with a transaction price of 14.88 yuan, representing a premium of 3.62% over the closing price of the day [2][3]. - The closing price of Tai Ping Bird on the same day was 14.36 yuan, reflecting a decrease of 0.28% [2][3]. - The stock's turnover rate for the day was 0.37%, with a total trading volume of 25.0279 million yuan [2]. Recent Performance - Over the past five days, the stock has experienced a cumulative decline of 4.46%, with a net capital inflow of 191,600 yuan [2]. - The latest margin financing balance for Tai Ping Bird is 72.8287 million yuan, which has increased by 2.1204 million yuan, marking a growth of 3.00% over the last five days [3].

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-08-01 | 太平鸟 | 603877 | 14.88 1805.99 | 121.37 | 海通证券股份有限 | 海通证券股份有限 | | | | | | | 公司宁波解放北路 | 公司宁波解放北路 | | | | | | | A may 244 wholes 11 . Jury | A man Julia views | 8月1日，太平鸟大宗交易成交121.37万股，成交额1805.99万元，占当日总成交额的41.91%，成交价14.88元，较市场收盘价14.36元溢价3.62%。 ...

Group 1 - As of July 29, there are 5,817 listed companies in the A-share market, with a total remuneration for company secretaries reaching 4.086 billion yuan and an average salary of 754,300 yuan [1] - In the textile and apparel industry, the highest annual salary for a company secretary is 2.3533 million yuan, while the lowest is 128,400 yuan, with an industry average salary of 750,000 yuan [1] - The company secretary with the highest salary in 2024 is Wang Qinglin from Taiping Bird, earning 2.3533 million yuan, while the lowest is Hu Liping from Ruibeka at only 128,400 yuan [1] Group 2 - Most listed companies have increased the salaries of their company secretaries, with the largest increase seen in Zhang Wangwang from Jian Sheng Group, whose salary rose from 430,500 yuan in 2023 to 1.1508 million yuan, a year-on-year increase of 167% [4] - The oldest company secretary in the textile industry is Wang Jianyou from Langzi Co., born in 1963, while the youngest is Cai Xiaoli from Huijie Co., born in 1993, making her only 32 years old [4] - The overall educational background of company secretaries in the industry shows that most hold a bachelor's degree, with only a few having an associate degree, and one, Wang Jianyou, holding a doctoral degree [4] Group 3 - The professional capabilities and performance of company secretaries significantly impact company stock prices, with companies paying over 1 million yuan in salaries experiencing stock price declines [5] - Taiping Bird's stock price has consistently decreased from 2021 to 2024, with annual changes of -5.55%, -31.88%, -6.54%, and -10.12% [5] - Similarly, Dongmei Co. has also seen a continuous decline in stock prices from 2021 to 2024, with annual changes of -21.89%, -32.43%, -10.26%, and -7.41% [5]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 数据显示，截止7月29日，A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁"， 在上市公司资本运作中发挥着关键作用。据2024年年报显示，去年A股董秘薪酬合计达40.86亿元，平均 薪酬75.43万元。 分行业来看，在纺织服饰行业中，，上市公司为董秘支付的最高年度薪酬是235.33万元，为董秘支付的 最低年度薪酬是12.84万元，行业平均年薪为75万元。 从2024年薪总额看，太平鸟董秘王青林年薪最高为235万元，瑞贝卡（维权）董秘胡丽平年薪最低仅为 12.84万元。其中为董秘发放超百万年薪的上市公司共有10家，分别为恒辉安防、嘉欣丝绸、健盛集 团、报喜鸟、锦泓集团、洪兴股份、华利集团、戎美股份、汇洁股份、太平鸟。其中，汇洁股份董秘蔡 晓丽、太平鸟董秘王青林的年薪更是超过200万，分别为215.82万元、235.33万元。 | 公司名称 | 董易姓名 | 2024年薪酬 | 增减 | | --- | --- | --- | --- | | 恒辉安防 | 张武芬 | 103.32 | 2.82 | | 嘉欣丝绸 | 郑 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 从年薪的变动来看，多数上市公司调增了董秘年薪，其中健盛集团董秘张望望年薪增幅最大，年薪由 2023年的43.05万年薪涨至115.08万，同比增长167%。凤竹纺织董秘陈美珍年薪降幅最大，由2023年的 47.21万降至28.98万元，同比下降38.61%。 从年龄角度看，纺织行业上市公司董秘年龄分布跨度较大，其中年龄最大的为朗姿股份董秘王建优，出 生于1963年，年龄为62岁；最年轻的为汇洁股份董秘蔡晓丽，出生于1993年，年仅32岁。 从学历来看，行业整体来看，CFO中学历多为本科，仅有少数上市公司董秘为专科学历。其中，华纺股 份、*ST金比、扬州金泉、富春染织、金春股份、江南高纤、万里马董秘为大专学历，朗姿股份董秘王 建优为博士学历。 董秘作为上市公司治理的核心角色，其专业能力和履职表现对公司股价的影响至关重要。在为董秘支付 超百万年薪的上市公司中，太平鸟、戎美股份市值连续四年下降。从二级市场股价表现来看，太平鸟 2021年-2024年股价接连下挫，年度股价变动分别为-5.55%、-31.88%、-6.54%、-10.12%。戎美 ...