浙江迎丰科技股份有限公司 关于回购股份事项前十大股东和 前十大无限售条件股东持股情况的公告 证券代码：605055 证券简称：迎丰股份 公告编号：2025-002 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。 | 序号 | 股东名称 | 持股数量（股） | 持股比例（%） | | --- | --- | --- | --- | | 1 | 浙江浙宇控股集团有限公司 | 203,773,684 | 46.31 | | 2 | 海南迎丰领航创业投资合伙企 | 37,894,737 | 8.61 | | | 业(有限合伙) | | | | 3 | 易惠良 | 22,000,000 | 5.00 | | 4 | 马越波 | 20,842,105 | 4.74 | | 5 | 马颖波 | 16,614,737 | 3.78 | | 6 | 浙江绍兴迎丰世纪投资合伙企 | 14,210,526 | 3.23 | | | 业(有限合伙) | | | | 7 | 傅双利 | 14,035,207 | 3.19 | | 8 | 浙江绍兴互赢双 ...

证券代码：605055 证券简称：迎丰股份 公告编号：2025-001 浙江迎丰科技股份有限公司 ● 相关股东是否存在减持计划：经问询，截至董事会审议通过本次回购方案之日， 公司董监高、控股股东、实际控制人及其一致行动人、持股 5%以上的股东未来 3 个月、未来 6 个月暂无减持计划。若上述主体未来拟实施股份减持计划，公司将按 照有关规定及时履行信息披露义务。 关于以集中竞价交易方式回购股份的预案 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： ● 回购股份金额：本次回购股份的资金总额不低于人民币 6,000 万元（含）且不超 过人民币 12,000 万元（含）。 ● 回购股份资金来源：自有资金或自筹资金（含商业银行回购专项贷款等）。 ● 回购股份用途：用于后续实施员工持股计划或股权激励。公司如未能在股份回 购实施完成之后 36 个月内将已回购股份使用完毕，尚未使用的已回购股份将予以 注销。如国家对相关政策做调整，则本回购方案按调整后的政策实行。 ● 回购股份价格：不超过人民币 8.00 元/股（含），该回 ...

Company Overview - Yingfeng Co., Ltd. specializes in knitting and woven fabric dyeing and is the only pure dyeing listed company in A-shares. The founders, Fu Shuangli and Ma Yingbo, have focused on the textile dyeing industry since their independent entrepreneurship in 1992 [2] - With the launch of a high-end fabric intelligent green dyeing project producing 131 million meters, the company's revenue has surpassed 1 billion yuan since 2021. The company faced fluctuations in performance due to the pandemic, energy and raw material prices, and factory depreciation, but is expected to recover in 2023 and 2024 [2] - In 2023, the company's revenue increased by 12.9% to 1.55 billion yuan, reaching a peak since 2016, with a net profit of 37.19 million yuan, marking a return to profitability. In the first three quarters of 2024, the company achieved revenue of 1.14 billion yuan, a year-on-year increase of 2.8%, with a net profit of 28.62 million yuan, up 11.0% [2] Industry Situation - Dyeing is an intermediate link in the textile industry chain, connecting upstream textile fibers and downstream textile products and clothing, playing a crucial role in enhancing fabric functionality and value [3] - Since 2008, the production of dyed fabrics has fluctuated due to supply-side reforms and demand factors. The domestic dyeing industry is characterized by sufficient market competition and low industry concentration, with 1,804 large-scale dyeing enterprises in China as of 2024 [3] - The industry is undergoing a transformation towards energy conservation, emission reduction, and environmental protection [3] Competitive Advantages - Strong process technology advantages and continuous innovation: The company emphasizes advancements in dyeing technology and process innovation, introducing advanced dyeing equipment and enhancing independent R&D efforts, resulting in a strong technological edge [4] - Development of smart dyeing factories to shorten product delivery times: The company focuses on building "smart factories," optimizing order management and process flows, which enhances service capabilities while meeting diverse customer needs [4] - Comprehensive environmental management system with a focus on clean production and energy conservation: The company has established a robust environmental management system, certified by ISO 14001, and has received titles such as "National Green Factory" and "Zhejiang Province Green Enterprise" [4]

查看完整报告 点击注册小程序 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 市场观点纷繁芜杂，光大研究荟萃本周重点报告，涵盖总量、行业、公司研究，为您筛选有价值的 声音。 每周六早8点，"研选"助您快速厘清投资"点线面"！ 公司研究 专注针织和梭织面料印染，受益行业集中度提升——迎丰股份（605055.SH）投资价 值分析报告 随 着 供 给 侧 改 革 推 进 、 环 保 日 渐 趋 严 ， 中 小 型 企 业 会 面 临 技 术 创 新 和 转 型 压 力，而迎丰股份作为印染龙头未来有望享受行业出清带来的红利。2 0 2 5年新迎 丰 工 厂 将 折 旧 完 毕 ， 公 司 利 润 端 拖 累 会 得 到 减 轻 ， 同 时 公 司 正 在 迎 合 行 业 趋 势，增加高端新兴面料生产，并强化组织建设，优化 ...

2025 年 3 月 14 日 公司研究 专注针织和梭织面料印染，受益行业集中度提升 ——迎丰股份（605055.SH）投资价值分析报告 公司盈利预测与估值简表 | 指标 | 2022 | 2023 | 2024E | 2025E | 2026E | | --- | --- | --- | --- | --- | --- | | 营业收入（百万元） | 1,370 | 1,547 | 1,582 | 1,856 | 2,142 | | 营业收入增长率 | 8.60% | 12.89% | 2.25% | 17.34% | 15.40% | | 净利润（百万元） | -47 | 37 | 40 | 49 | 66 | | 净利润增长率 | -157.04% | - | 8.54% | 22.09% | 33.89% | | EPS（元） | -0.11 | 0.08 | 0.09 | 0.11 | 0.15 | | ROE（归属母公司)（摊薄） | -4.28% | 3.25% | 3.48% | 4.18% | 5.45% | | P/E | - | 67 | 61 | 50 | 38 | | P/B | 2 ...

Investment Rating - The report does not provide a specific investment rating for the company [6] Core Insights - The company, Yingfeng Co., Ltd., specializes in the dyeing of knitted and woven fabrics and is the only pure dyeing listed company in A-shares. The company has seen a significant increase in revenue since the launch of its high-end fabric dyeing project, reaching a peak revenue of 1.55 billion yuan in 2023, with a net profit of 37.19 million yuan, marking a return to profitability [1][34] - The report highlights that the company is expected to benefit from the industry's consolidation as inefficient capacities exit the market, leading to improved performance as depreciation burdens lessen [12][14] Company Overview - Yingfeng Co., Ltd. focuses on dyeing knitted and woven fabrics, with a history dating back to 1992. The company has faced fluctuations in performance due to various factors, including the pandemic and rising costs of energy and raw materials. However, it has shown signs of recovery in 2023 and 2024 [1][23][34] - The company operates three factories with a total production capacity of 4.2 billion meters for woven fabrics and 91,000 tons for knitted fabrics. The new factory, expected to be operational in 2025, will add significant capacity [25][26] Industry Situation - The dyeing industry serves as a crucial link in the textile supply chain, connecting upstream fiber production with downstream textile and apparel industries. The industry has experienced fluctuations in production volume since 2008, with a low concentration of market players [2][14] - The report notes that the industry is undergoing a transformation towards energy conservation and environmental protection, with smaller companies facing pressure to innovate and adapt [2][14] Competitive Advantages - The company has strong technical advantages and continuously innovates its dyeing processes, utilizing advanced equipment and focusing on high-value-added products [3][14] - Yingfeng Co., Ltd. is developing a smart dyeing factory to optimize order management and production processes, enhancing service capabilities for clients [3][14] - The company has established a comprehensive environmental management system, receiving various green certifications, which positions it favorably in an increasingly eco-conscious market [3][14] Profit Forecast and Investment Suggestions - The report forecasts revenue growth for Yingfeng Co., Ltd. from 2024 to 2026, with expected revenues of 1.58 billion, 1.86 billion, and 2.14 billion yuan, respectively. The net profit is projected to grow significantly during this period [4][13] - The report suggests that the company will enhance its competitiveness through product structure adjustments and improved service to large clients, although it refrains from assigning a specific rating due to relatively high PE valuations compared to peers [4][13]

证券代码:605055 证券简称:迎丰股份 公告编号:2024-035 浙江迎丰科技股份有限公司 关于持股 5%以上股东变更名称、注册地址和经营范围 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。 浙江迎丰科技股份有限公司（以下简称"公司"）近日收到股东绍兴迎丰领 航投资合伙企业(有限合伙)的通知，其公司名称已由"绍兴迎丰领航投资合伙企 业(有限合伙)"变更为"海南迎丰领航创业投资合伙企业（有限合伙）"（以下 简称"领航投资"），注册地址和经营范围均进行了变更。上述工商变更手续目 前已办理完毕，并领取了海南省市场监督管理局颁发的营业执照，变更后的《营 业执照》主要内容如下： 执行事务合伙人：傅双利 成立时间：2016 年 10 月 14 日 合伙期限：2016 年 10 月 14 日至 2036 年 10 月 12 日 经营范围：一般项目：以自有资金从事投资活动（除许可业务外，可自主依 法经营法律法规非禁止或限制的项目） 领航投资名称及工商注册信息变更不涉及其持有公司股份数量及比例的变 动，也不涉及公司股权变动，对公司 ...

证券代码:605055 证券简称:迎丰股份 公告编号:2024-034 浙江迎丰科技股份有限公司 关于控股股东部分股份质押的公告 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。 浙江迎丰科技股份有限公司（以下简称"公司"）控股股东浙江浙宇控 股集团有限公司（以下简称"浙宇控股"）持有公司股份数量 218,273,684 股， 占公司总股本的 49.61 %。本次股份质押前，浙宇控股持有公司股份累计质押数 量 30,000,000 股，占其持有公司股份数量的 13.74%，占公司总股本的 6.82%； 本次股份质押后，浙宇控股持有公司股份累计质押数量（含本次）71,000,000 股， 占其持有公司股份数量的 32.53%，占公司总股本的 16.14%。 浙宇控股及其一致行动人合计持有公司股份数量 294,318,365 股，占公司 总股本的 66.89%。本次股份质押前，浙宇控股及其一致行动人累计质押数量 30,000,000 股，占浙宇控股及其一致行动人持有公司股份数量的 10.19%，占公 司总股本的 6.82%；本次股份 ...

Revenue and Profit - Revenue for Q3 2024 was CNY 382,988,246.79, a decrease of 2.96% year-over-year[2] - Net profit attributable to shareholders for Q3 2024 was CNY 1,128,244.17, down 93.15% compared to the same period last year[2] - Net profit excluding non-recurring gains and losses for Q3 2024 was CNY 957,420.79, a decrease of 88.38% year-over-year[2] - Basic earnings per share for Q3 2024 was CNY 0.01, a decrease of 75.00% compared to the same period last year[3] - Year-to-date net profit attributable to shareholders increased by 10.95% due to sales growth and reduced energy costs[8] - Year-to-date net profit excluding non-recurring gains and losses increased by 215.72% due to sales growth and reduced energy costs[8] - Total operating revenue for the first three quarters of 2024 reached CNY 1,136,367,102.64, an increase from CNY 1,105,307,161.14 in the same period of 2023, reflecting a growth of approximately 2.4%[16] - Net profit for the first three quarters of 2024 was CNY 30,937,184.16, down from CNY 47,052,432.57 in the previous year, indicating a decline of about 34.4%[26] Assets and Liabilities - Total assets as of the end of Q3 2024 were CNY 2,498,905,927.44, an increase of 14.20% from the end of the previous year[3] - The total liabilities as of the end of the third quarter of 2024 amounted to CNY 1,348,102,107.17, up from CNY 1,036,129,772.41 in the previous year, representing a growth of approximately 30.1%[16] - The company's total assets reached CNY 2,498,905,927.44, compared to CNY 2,188,155,485.85 in the same period last year, marking an increase of about 14.2%[16] - The total liabilities of the company reached CNY 1,349,007,891.86 as of September 30, 2024, compared to CNY 1,033,236,324.40 at the end of 2023, reflecting a rise in financial obligations[23] - Current liabilities totaled CNY 1,234,872,315.42 as of September 30, 2024, compared to CNY 887,239,773.83 at the end of 2023, indicating a significant increase in short-term obligations[23] Cash Flow - Cash flow from operating activities for the year-to-date was CNY 206,741,787.88, an increase of 7.56% compared to the same period last year[2] - In the first three quarters of 2024, the net cash flow from operating activities was CNY 206,741,787.88, an increase of 7.9% compared to CNY 192,211,789.26 in the same period of 2023[19] - Total operating cash inflow for the first three quarters of 2024 was CNY 1,239,002,924.24, while cash outflow was CNY 1,032,261,136.36, resulting in a net cash inflow of CNY 206,741,787.88[19] - The cash flow from investment activities showed a net outflow of CNY 213,695,904.38 in the first three quarters of 2024, compared to a net outflow of CNY 193,851,772.18 in the same period of 2023[21] - Cash flow from financing activities resulted in a net inflow of CNY 108,627,978.15 in the first three quarters of 2024, contrasting with a net outflow of CNY 170,128,289.11 in the same period of 2023[21] Shareholder Information - The total number of common shareholders at the end of the reporting period is 14,085, with the largest shareholder, Zhejiang Zheyu Holding Group Co., Ltd., holding 218,273,684 shares, accounting for 49.61% of the total[9] - The total equity attributable to shareholders of the parent company was CNY 1,148,097,245.78, compared to CNY 1,145,876,487.33 in the previous year, showing a marginal increase[16] Expenses - Research and development expenses for the first three quarters of 2024 were CNY 48,350,445.03, slightly down from CNY 48,823,082.05 in the same period of 2023[16] - The company reported a decrease in management expenses to CNY 55,394,936.94 from CNY 66,433,030.39 in the previous year, indicating a reduction of approximately 16.5%[16] - The company reported a decrease in financial expenses, which totaled CNY 15,568,196.53 in 2024 compared to CNY 16,745,775.93 in 2023, a reduction of approximately 7.0%[25] Inventory and Current Assets - As of September 30, 2024, the company's total current assets amount to 494,176,317.87 RMB, an increase from 361,043,894.59 RMB at the end of 2023, representing a growth of approximately 37%[12] - The company's inventory increased to CNY 83,523,577.50 as of September 30, 2024, compared to CNY 69,524,943.24 at the end of 2023[22] - The company has reported a significant increase in inventory, which stands at 83,523,577.50 RMB, up from 69,524,943.24 RMB, representing a growth of about 20%[12] Future Outlook - The company plans to continue investing in new product development and market expansion strategies to enhance future growth prospects[29]

证券代码：605055 证券简称：迎丰股份 公告编号：2024-033 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2024 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2024 年 11 月 12 日（星期二）上午 10:00-11:00 （二）会议召开地点：上证路演中心 浙江迎丰科技股份有限公司 关于召开 2024 年第三季度业绩说明会的公告 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： 投资者可于 2024 年 11 月 5 日(星期二)至 11 月 11 日(星期一)16:00 前登录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 （YF_yinran@126.com）进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 浙江迎丰科技股份有限公司（以下简称"公司"）已于 2024 ...