人民财讯9月1日电，盛泰集团（605138）9月1日晚间公告，公司持股21%的股东伊藤忠卓越纤维（亚 洲）有限公司（简称"伊藤忠亚洲"）计划15个交易日后的3个月内，通过集中竞价交易和大宗交易方 式，减持公司股份不超过1666.68万股（占公司总股本的3%）。 ...

Group 1 - A-shares experienced significant activity with 52 stocks hitting the daily limit up and 3 stocks hitting the limit down on August 29 [1] - The non-ferrous metal sector, particularly tungsten concept stocks, showed strong performance with Guangsheng Nonferrous Materials hitting the limit up [1] - Solid-state battery concept stocks also surged, with Guoxuan High-Tech and Xian Dao Intelligent both reaching the limit up [1] - The energy metals sector saw gains, highlighted by Shengtun Mining hitting the limit up [1] Group 2 - Tianpu Co., Ltd. achieved a six-day consecutive limit up, while Changfei Optical Fiber and *ST Mubang recorded four limit ups in five days [1] - Other notable stocks include Dechuang Environmental Protection with four consecutive limit ups, and *ST Weier with three limit ups in four days [1] - Agricultural products and Jianye Co., Ltd. both achieved three consecutive limit ups, while Shengtai Group and Yaxing Chemical had four limit ups in two days [1] - China Rare Earth and Sanwei Communication recorded two consecutive limit ups, while China Jushi and Tongfu Microelectronics also hit the limit up [1] Group 3 - *ST Gaohong faced a continuous decline with 15 consecutive limit downs, alongside *ST Yazhen and Chunz中科技 also hitting the limit down [2]

| 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 19.05 亿 | 17.87 Z | -6.17% | | 归母净利润(元) | 2569.1万 | 3120.7万 | 21.47% | | 扣非净利润(元) | 2131.44万 | 1 2767.02万 | 29.82% | | 货币资金(元) | 4.47亿 | 9.63 亿 | 115.44% | | 应收账款(元) | 4.68亿 | 3.52亿 | -24.70% | | 有息负债(元) | 35.27亿 | 34.34亿 | -2.66% | | 手利率 | 15.70% | 16.79% | 6.95% | | 净利率 | 1.14% | 1.76% | 53.85% | | 三费占营收比 | 12.76% | 13.47% | 5.58% | | 每股净资产 (元) | 4.46 | 4.37 | -1.97% | | 每股收益(元) | 0.05 | 0.06 | 20.00% | | 每股经营性现金流(元) | 0.61 | 0.8 | 3 ...

Group 1 - The apparel and home textile sector increased by 1.03% on August 26, with Sheng Tai Group leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] - Notable gainers in the sector included Sheng Tai Group, which rose by 10.01% to a closing price of 8.68, and Tanluo Group, which increased by 7.24% to 9.78 [1] Group 2 - The apparel and home textile sector experienced a net outflow of 187 million yuan from institutional funds, while retail investors contributed a net inflow of 310 million yuan [2] - Key stocks with significant net inflows from retail investors included Jin Hong Group and Senma Clothing, while major outflows were observed in Aokang International and Tian Chuang Fashion [3] - The overall trading volume for the sector was substantial, with notable transactions in stocks like Tanluo Group and Jin Hong Group, indicating active market participation [2][3]

Core Viewpoint - Sheng Tai Group's stock price has shown significant growth this year, with a year-to-date increase of 49.65% and notable recent performance in the market [1][2] Company Overview - Sheng Tai Group, established on May 25, 2007, and listed on October 27, 2021, is located in the Chengdong area of the Shengzhou Economic Development Zone in Zhejiang Province [1] - The company's main business involves the production and sale of textile fabrics and garments, with revenue composition as follows: garments 62.05%, fabrics 25.88%, other (supplementary) 7.10%, yarn 4.62%, and others 0.34% [1] Stock Performance - As of August 26, the stock price reached 8.18 CNY per share, with a market capitalization of 4.545 billion CNY [1] - The stock has experienced a trading volume of 9.3402 million CNY and a turnover rate of 0.21% [1] - The stock has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on August 1, where net buying was -2.0616 million CNY [1] Financial Performance - For the first half of 2025, Sheng Tai Group reported operating revenue of 1.787 billion CNY, a year-on-year decrease of 6.17%, while net profit attributable to shareholders was 31.207 million CNY, an increase of 21.47% [2] - The company has distributed a total of 313 million CNY in dividends since its A-share listing, with 193 million CNY distributed over the past three years [2] Shareholder Information - As of June 30, the number of shareholders increased to 15,700, a rise of 29.80%, while the average circulating shares per person decreased by 22.96% to 35,325 shares [2]

2025年8月26日，盛泰集团(605138.SH)发布2025年半年度报告。截至2025年8月25日，共有6个机构投资 者披露持有盛泰集团A股股份，合计持股量达4.41亿股，占盛泰集团总股本的79.42%。其中，机构投资 者包括宁波盛泰纺织有限公司、伊藤忠卓越纖維(亞洲)有限公司、雅戈尔服装控股有限公司、嵊州盛新 投资管理合伙企业(有限合伙)、嵊州盛泰投资管理合伙企业(有限合伙)、盛泰集團企業有限公司，机构 投资者合计持股比例达79.42%。相较于上一季度，机构持股比例合计下跌了2.40个百分点。 ...

Core Viewpoint - The report highlights the financial performance of Sheng Tai Intelligent Manufacturing Group Co., Ltd. for the first half of 2025, indicating a decrease in revenue but significant improvements in profit metrics due to effective cost management and operational efficiency [1][2]. Financial Performance - Total revenue for the first half of 2025 was approximately CNY 1.79 billion, a decrease of 6.17% compared to CNY 1.90 billion in the same period of 2024 [2]. - Total profit increased by 76.55% to CNY 32.33 million from CNY 18.31 million year-on-year [2]. - Net profit attributable to shareholders rose by 21.47% to CNY 31.21 million from CNY 25.69 million in the previous year [2]. - The net cash flow from operating activities increased by 31.51% to CNY 444.49 million compared to CNY 337.99 million in the same period last year [2]. Business Overview - Sheng Tai Group operates in the textile and apparel industry, focusing on cotton planting, yarn, fabric, and garment production and sales [3]. - The company has established a comprehensive supply chain covering cotton planting, spinning, fabric, dyeing, and garment manufacturing, with production bases in China, Australia, Vietnam, and Cambodia [3]. - The company emphasizes a "green" development strategy, integrating sustainable practices into its operations, including the use of photovoltaic and energy storage technologies [4][5]. Industry Context - The textile industry in China is facing increased export pressure due to U.S. tariff policies, but domestic consumption is showing stable growth [3]. - In the first half of 2025, the industrial added value of large-scale textile enterprises in China grew by 3.1%, with overall manufacturing growth at 7.0% [3]. - Retail sales of clothing, shoes, and textiles increased by 3.1% year-on-year, indicating a resilient domestic market despite external challenges [3]. Strategic Initiatives - The company is actively pursuing projects funded by convertible bonds, including the construction of a new yarn production facility in Vietnam and a solar power project in China [4][5]. - Sheng Tai Group is also investing in the "Sheng Tai (Morocco) Green Textile Industrial Park" project, aimed at enhancing its global market presence and competitiveness [5][8].

Core Viewpoint - The report highlights the financial performance of Sheng Tai Intelligent Manufacturing Group Co., Ltd. for the first half of 2025, indicating a decrease in revenue but a significant increase in profit, suggesting a potential recovery in profitability despite declining sales [1]. Financial Summary - Total assets at the end of the reporting period amounted to CNY 6,867.96 million, reflecting a 4.43% increase compared to the end of the previous year [1]. - Operating revenue for the reporting period was CNY 1,787.22 million, down 6.17% from CNY 1,904.68 million in the same period last year [1]. - Total profit reached CNY 32.33 million, representing a substantial increase of 76.55% compared to CNY 18.31 million from the previous year [1]. - Net profit attributable to shareholders of the listed company was CNY 27.67 million, up 29.82% from CNY 21.31 million year-on-year [1]. - Cash flow from operating activities was CNY 444.49 million, an increase of 31.51% from CNY 337.99 million in the previous year [1]. Shareholder Information - The total number of shareholders at the end of the reporting period was 15,727 [2]. - The largest shareholder, Ningbo Sheng Tai Textile Co., Ltd., holds 32.33% of the shares, amounting to 179,628,224 shares [2]. - Other significant shareholders include Itochu Corporation with 13.09% and Shengzhou Shengxin Investment Management Partnership with 6.20% [2].

Meeting Overview - The board meeting was held on August 22, 2025, in accordance with the Company Law and Articles of Association, with all 9 directors present [1][2] - The meeting was chaired by the company's chairman, Mr. Xu Lei, with attendance from supervisors and senior management [1] Resolutions Passed - The board approved the 2025 semi-annual report and its summary with a unanimous vote of 9 in favor [1] - The board approved the special report on the use of raised funds for the first half of 2025, also with a unanimous vote of 9 in favor [2] - The board approved the proposal for the company and its subsidiaries to engage in financial derivative trading, with a unanimous vote of 9 in favor [2] - The board approved the proposal to change the business scope, abolish the supervisory board, and amend the Articles of Association, pending shareholder meeting approval, with a unanimous vote of 9 in favor [2] - The board approved the revision and formulation of certain company systems with a unanimous vote of 9 in favor [3] - The board approved the proposal for additional guarantees for 2025, pending shareholder meeting approval, with a unanimous vote of 9 in favor [3] - The board approved the proposal to convene the fourth extraordinary general meeting of shareholders in 2025 with a unanimous vote of 9 in favor [3][4]

第三届监事会第十二次会议决议公告 本公司监事会及全体监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。 证券代码：605138 证券简称：盛泰集团 公告编号：2025-070 转债代码：111009 转债简称：盛泰转债 盛泰智造集团股份有限公司 （二）公司监事会于 2025 年 8 月 13 日以邮件方式向全体监事发出第三届监 事会第十二次监事会会议通知。 （三）本次会议于 2025 年 8 月 22 日在嵊州市五合东路二号盛泰集团会议室 以现场与通讯相结合的方式召开。 （四）会议应参会监事 3 人，实际参会监事 3 人。 违反保密规定的行为。 一、监事会会议召开情况 （一）本次监事会会议的召开符合《公司法》和《公司章程》的规定。 （五）会议由公司监事会主席张达先生主持。 二、监事会会议审议情况 （一）审议通过《关于公司 2025 年半年度报告及其摘要的议案》； 合法律法规和公司内部管理制度的各项规定； 海证券交易所的各项规定，所包含的信息从各个方面真实、 准确地反映出公司 报告期内的经营管理和财务状况等事项； 具体情况详见公司同日披露的《盛泰 ...