2025年12月26日 标的指数成份股涨幅 TOP20 标普中国 A 股红利机会指数(CSPSADRP) | 序号 | 代码 | 简称 | 車日涨幅 | 年内涨幅 | 股息率(近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 603888 SH | 新澳股份 | 3.78 | 19.40 | 3.91 | | 2 | 605117.SH | 德业股份 | 3.58 | 55.09 | 3.41 | | 3 | 001323.SZ | 慕思股份 | 3.29 | -18.61 | 5.24 | | 4 | 002478.SZ | 常宝股份 | 2.92 | 73.87 | 2.55 | | 5 | 600096.SH | 云天化 | 2.47 | 51.33 | 5.20 | | 6 | 603967.SH | 中创物流 | 2.30 | 37.51 | 4.77 | | 7 | 002083.SZ | 录日股份 | 2.02 | 145.17 | 1.26 | | 8 | 601598 SH | 中国 ...

New Stock Listings - One new stock listed today: Muxi Co., Ltd. (688802) with an issue price of 104.66 yuan [1] Industry News - The Ministry of Commerce announced the imposition of anti-dumping duties on imported pork and pork products from the EU for a period of five years starting today [1] - The 2025 Xiaomi Human-Vehicle Home Ecosystem Partner Conference is being held today [1] - The 2025 China Artificial Intelligence Industry Innovation and Development Conference is taking place today [1] - The Second Global Data Technology Conference (GDTC) is being held in Beijing from today until the 18th [1] - The Fourth Computing Power Network and Digital Economy Forum, along with the 2025 "Computing Power Puxiang" Conference, is being held today [1] - Dell announced a price increase for all its commercial product lines starting today, attributed to demand for memory chips [1] - The U.S. Trade Representative's office warned of potential retaliatory measures against the EU's service industry and may initiate a Section 301 investigation [1] - The U.S. FDA approved a twice-a-year asthma medication from GlaxoSmithKline [1] - Autonomous driving company Waymo is reportedly discussing raising several billion dollars at a valuation exceeding $100 billion [1] - Tesla's stock price reached a historic high, with a market capitalization exceeding $1.6 trillion, reflecting growing optimism about autonomous driving [1] - Level 3 autonomous driving has been approved, with Changan Automobile and BAIC Blue Valley models receiving pilot approval [1] - Apple plans to expand its iPhone product line from five to seven models before fall 2027 [1] - OpenAI appointed former UK Chancellor Osborne to lead the "OpenAI for Countries" initiative [1] - AI data platform Databricks is reportedly raising over $4 billion at a valuation of $134 billion [1] - The European Commission plans to issue approximately €90 billion in bonds in the first half of next year [1] Economic Data - A total of 189.8 billion yuan in 7-day reverse repos is maturing today [1] - Various economic indicators are being released, including Japan's trade balance, export and import amounts for November, and the UK's core CPI [1] - Germany's Ifo Business Climate Index for December and HICP data for November are being published [1] - Italy's HICP data for November is also being released [1] - Eurozone's November CPI and core CPI data are being reported [1] - U.S. retail inventory adjustments and EIA crude oil inventory changes for the week ending December 12 are being released [1] A-Share Market Dynamics - Six listed companies are facing stock unlocks, including Oke Technology with 70 million shares (74.99% of total shares) and Meino Biological with 13.88 million shares (9.86%) [1] - Several companies announced dividend distributions, with Chongqing Brewery (10 shares for 13 yuan) and Wuliangye (10 shares for 25.78 yuan) among those with significant payouts [1] - Dongjie Intelligent is planning to acquire a controlling stake in Aobo Intelligent, leading to a stock suspension [1] - Multiple companies released important announcements, including 360 clarifying rumors of financial fraud and Longping High-Tech planning a 1 billion yuan investment in production bases in Vietnam and Malaysia [1] - Lianhua Holdings' subsidiary plans to purchase acceleration cards for intelligent computing business for 200 million yuan [1] - Hualing Cable intends to acquire 70% of San Zhu Technology for 183 million yuan [1] - Xiechuang Data signed a strategic cooperation framework agreement to enter the optical chip and module industry [1]

1、越南文公司名称：CÔNG TY TNHH XINAO TEXTILES (VIETNAM) 2、英文公司名称：XINAO TEXTILES (VIETNAM) COMPANY LIMITED 3、企业代码：3901337082 浙江新澳纺织股份有限公司 关于全资孙公司变更营业执照的公告 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。 浙江新澳纺织股份有限公司全资孙公司新澳纺织（越南）有限公司因业务发 展需要，并配合所在区域行政规划调整，于近期完成了注册资本及住所的变更登 记，相关信息如下： 证券代码：603889 证券简称：新澳股份 公告编号：2025-056 4、注册资本：352,500,000,000 越南盾（相当于 15,000,000 美元） 5、住所：越南西宁省展鹏坊成成功工业区 C4 路 B11.1 号地块 6、公司类型：一人有限责任公司 特此公告。 浙江新澳纺织股份有限公司 2025 年 12 月 18 日 ...

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]

Market Overview - The textile and apparel sector in A-shares has underperformed the broader market since December, with textile manufacturing showing better performance than branded apparel, declining by -3.3% and -4.4% respectively [1][13] - The Hong Kong textile and apparel index rose by 2.9% in November but has since turned negative in December [1] Brand Apparel Insights - Retail sales of clothing in October grew by 6.3% year-on-year, with a stable growth rate compared to the previous month, increasing by 1.6 percentage points [2] - E-commerce performance varied significantly between categories from October to November, with outdoor leisure leading, while home textiles and personal care faced declines. Year-on-year growth rates for various categories were: outdoor (+20%), sportswear (0%), leisurewear (+8%), home textiles (-9%), and personal care (-2%) [2] - Notable brands with strong growth included Descente (74%), Lululemon (69%), and Asics (8%) in sportswear; and brands like Atour Planet (43%) and Luolai Home Textile (26%) in home textiles [2] Textile Manufacturing Insights - In November, Vietnam's textile and footwear exports faced a high base effect from the previous year, resulting in a decline of -2.6% and -3.8% respectively. China's textile exports showed a slight recovery at +1.0%, while apparel and footwear exports fell by -10.9% and -17.2% respectively [3] - The macroeconomic environment remains challenging, with fluctuations in cotton prices and a slight increase in wool prices by +4.8% month-on-month and +32.0% year-on-year in November [3] - Taiwanese manufacturers reported improved revenue in November, driven by World Cup-related orders and a return to normalcy in brand ordering rhythms [3] Investment Recommendations - The report suggests focusing on the recovery of consumer spending and the rebound in textile manufacturing. It highlights the potential for high-end consumer recovery and the strong outlook for the light luxury outdoor segment [5][6] - Key brands recommended for investment include Anta Sports, Li Ning, and Xtep International, which are expected to benefit from the ongoing trends in high-end consumption and outdoor sports [6] - In textile manufacturing, companies like Shenzhou International and Huayi Group are highlighted as beneficiaries of tariff reductions and Nike's recovery, while New Australia and Weixing Holdings are noted for their potential gains from rising wool prices and improved order visibility [7]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603889 证券简称：新澳股份 公告编号：2025-055 浙江新澳纺织股份有限公司2023年限制性股票激励计划第二个解除限售期解锁条件成就暨上市的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： ● 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为4,062,300股。 本次股票上市流通总数为4,062,300股。 ● 本次股票上市流通日期为2025年12月17日。 一、本次激励计划批准及实施情况 （一）本次激励计划已履行的决策程序和信息披露情况 1、2023年9月19日，浙江新澳纺织股份有限公司（以下简称"公司"）召开第六届董事会第四次会议审议 通过了《关于公司〈2023年限制性股票激励计划（草案）〉及其摘要的议案》、《关于公司〈2023年限 制性股票激励计划实施考核管理办法〉的议案》、《关于提请股东大会授权董事会办理2023年限制性股 票激励计划相关事宜的议案》等议案。公司独立董事就本激励计划相关议案发表了独立意见。 2、 ...

（文章来源：证券日报） 证券日报网讯 12月10日晚间，新澳股份发布2023年限制性股票激励计划第二个解除限售期解锁条件成 就暨上市的公告称，公司本次股票上市类型为股权激励股份；股票认购方式为网下，本次股票上市流通 总数为4，062，300股。本次股票上市流通日期为2025年12月17日。 ...

证券代码：603889 证券简称：新澳股份 公告编号：2025-055 浙江新澳纺织股份有限公司 2023 年限制性股票激励计划第二个解除限售期解锁条 件成就暨上市的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上 市股数为4,062,300股。 本次股票上市流通总数为4,062,300股。 本次股票上市流通日期为2025 年 12 月 17 日。 一、本次激励计划批准及实施情况 励对象名单。在公示时限内，公司监事会未收到任何组织或个人对公司本次拟激 励对象提出异议。2023 年 10 月 10 日，公司监事会披露了《新澳股份监事会关于 公司 2023 年限制性股票激励计划激励对象名单的公示情况说明及核查意见》（公 告编号：2023-044）。 4、2023 年 10 月 17 日，公司召开 2023 年第二次临时股东大会，审议并通 过了《关于公司<2023 年限制性股票激励计划（草案）>及其摘要的议案》、《关于 公司<2023 年限制性股票激励计 ...

国浩律师（杭州）事务所 关于浙江新澳纺织股份有限公司 2023 年限制性股票激励计划 第二个解除限售期解除限售条件成就 之法律意见书 地址：杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编：310008 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tel: (+86)(571) 8577 5888 传真/Fax: (+86)(571) 8577 5643 电子邮箱/Mail：grandallhz@grandall.com.cn 网址/Website：http://www.grandall.com.cn 国浩律师（杭州）事务所 法律意见书 国浩律师（杭州）事务所 关于浙江新澳纺织股份有限公司 2023 年限制性股票激励计划 第二个解除限售期解除限售条件成就 之法律意见书 致：浙江新澳纺织股份有限公司 根据浙江新澳纺织股份有限公司（以下简称"新澳股份""公司"）与国浩 律师（杭州）事务所（以下简称"本所"）签订的法律服务委托协议 ...

浙江新澳纺织股份有限公司 独立董事候选人声明 本人屠建伦,已充分了解并同意由提名人浙江新澳纺织股份 有限公司董事会提名为浙江新澳纺织股份有限公司（以下简称 "该公司"）第七届董事会独立董事候选人。本人公开声明,本 人具备独立董事任职资格,保证不存在任何影响本人担任该公司 独立董事独立性的关系,具体声明如下: 一、本人具备上市公司运作的基本知识,熟悉相关法律、行 政法规、部门规章及其他规范性文件,具有五年以上法律、经济、 会计、财务、管理或者其他履行独立董事职责所必需的工作经验。 本人已经参加培训并取得证券交易所认可的相关培训证明 材料。 二、本人任职资格符合下列法律、行政法规和部门规章的要 求: (一)《中华人民共和国公司法》关于董事任职资格的规定; (二)《中华人民共和国公务员法》关于公务员兼任职务的 规定(如适用); (三)中国证监会《上市公司独立董事管理办法》、上海证 券交易 所 自 律 监 管 规 则 以 及 公 司 章 程 有 关 独 立 董 事 任 职 资 格 和 条件的相关规定; (四)中共中央纪委、中共中央组织部《关于规范中管干部 辞去公职或者退(离)休后担任上市公司、基金管理公司独立董 1 ...