富春染织年报显示，2024年公司实现营业收入同比增长21.38%；归属于上市公司股东的净利润同比增长20.76%，归属于上 市公司股东的扣除非经常性损益的净利润同比增长33.89%。随着公司几大新建项目的陆续投产，公司规模优势将进一步显现， 未来不管在传统的袜业市场，还是在毛衫、毛巾等新兴市场，公司参与市场竞争的能力将更强。 富春染织是国内唯一一家以筒子纱为主营业务的上市公司，目前为全球最大的筒子纱染色工厂，拥有年产13.2万筒子色纱 生产能力，在传统的袜业市场占据着较高的市场份额；公司自2021年上市后，积极布局新品市场，制定并不断完善新品数据 库，近三年来新品市场销量呈现倍数级的增长。 但从更多的财务数据来看，富春染织仍面临着不小的经营压力。 在业绩说明会中，富春染织总经理俞世奇对投资者解释，公司经营活动产生的现金流量净额同比下降1634.79%。这主要是 由于去年棉花期货价格波动较大，在低价时公司本着套期保值的目的囤积了大批量的棉花原材料以供应生产。 本报记者 桂小笋 "现在公司将收入和利润放在第二位，首先要活下去，要去库存。公司目前已开始归还银行部分借款，并通过染色费调整 来促成快速去库存。"4月16 ...

证券代码：605189 证券简称：富春染织 公告编号：2025-030 转债代码：111005 转债简称：富春转债 芜湖富春染织股份有限公司 关于 2024 年度业绩暨现金分红说明会召开情况的公 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。 芜湖富春染织股份有限公司（以下简称"公司"）于 2025 年 4 月 16 日下午 15:00-16:00，以网络互动的形式在上海证券交易所上证路演中心 （http://roadshow.sseinfo.com）召开了公司 2024 年度业绩暨现金分红说明会。现 将相关情况公告如下： 一、说明会召开情况 关于本次说明会的召开事项，公司于 2025 年 4 月 8 日在上海证券交易所网 站（www.sse.com.cn）及指定信息披露媒体披露了《富春染织关于召开 2024 年度 业绩暨现金分红说明会的公告》（公告编号：2025-028）。 2025 年 4 月 16 日下午 15：00-16：00，公司在上海证券交易所上证路演中 心召开了 2024 年度业绩暨现金分红说明会，公司总经理 ...

一、可转债发行上市概况 （一）经中国证券监督管理委员会核准《关于核准芜湖富春染织股份有限公 司公开发行可转换公司债券的批复》（证监许可〔2022〕813 号），芜湖富春染 织股份有限公司（以下简称"公司"）于 2022 年 6 月 23 日公开发行了可转换公 司债券 570 万张，每张面值人民币 100.00 元，发行总额为人民币 57,000.00 万元， 期限 6 年，债券票面利率为：第一年 0.30%、第二年 0.50%、第三年 1.00%、第 四年 1.50%、第五年 1.80%、第六年 2.50%。 （二）经上海证券交易所自律监管决定书[2022]192 号文同意，公司 57,000 万元可转换公司债券于 2022 年 7 月 25 日起在上海证券交易所挂牌交易，债券简 称"富春转债"，债券代码"111005"。 （三）根据有关规定和《芜湖富春染织股份有限公司公开发行可转换公司债 券募集说明书》（以下简称"《募集说明书》"）的约定，公司发行的"富春转 债"自 2022 年 12 月 29 日起可转换为公司股票。初始转股价格为 23.19 元/股， 最新转股价格为 15.70 元/股。历次转股价格调整 ...

近期富春染织（605189）发布2024年年报，证券之星财报模型分析如下： 经营业绩 根据富春染织（605189）发布的2024年年报，公司实现了营业总收入30.47亿元，同比上升21.38%，归 母净利润1.26亿元，同比上升20.76%，扣非净利润1.12亿元，同比上升33.89%。这表明公司在2024年的 经营业绩保持了良好的增长态势。 单季度表现 每股收益：0.82元，同比增加22.39% 尽管毛利率有所提升，但净利率略有下降，表明公司在成本控制方面仍需进一步优化。 费用控制 三费占营收比：4.56%，同比增加50.62% 然而，从单季度数据来看，第四季度营业总收入为8.56亿元，同比上升22.5%，但归母净利润为2237.72 万元，同比下降31.53%，扣非净利润为822.86万元，同比下降66.65%。这显示出公司在第四季度的盈利 能力有所下滑。 主要财务指标 盈利能力 毛利率：12.26%，同比增加6.68% 净利率：4.14%，同比减少0.51% 有息负债：24.67亿元，同比增加97.78% 有息资产负债率：47.25% 公司有息负债大幅增加，且有息资产负债率较高，显示出公司在债务方面的压 ...

| [Table_DataInfo] 评级： | 买入 | 股票代码： | 605189 | | --- | --- | --- | --- | | 上次评级： | 买入 | 52 周最高价/最低价： | 14.64/10.0 | | 目标价格： | | 总市值(亿) | 17.96 | | 最新收盘价： | 11.99 | 自由流通市值(亿) | 17.96 | | | | 自由流通股数(百万) | 149.77 | 事件概述 证券研究报告|公司点评报告 [Table_Date] 2025 年 04 月 08 日 [Table_Title] 棉价、折旧、财务费用影响 24 年利润 [Table_Title2] 富春染织(605189) 2024 年公司收入/归母净利/扣非归母净利/经营活动现金流分别为 30.47/1.26/1.12/-10.98 亿元、同比增 长 21.38%/20.76%/33.89%/-1634.79%，业绩低于市场预期主要由于 Q4 扣非微利、受毛利率下降（棉价下跌影 响库存成本及折旧增加），以及全年新增 4500 万财务费用影响；而若剔除上年存在新野纺织导致的一次性信 用减值损失影 ...

Financial Performance - The company's operating revenue for 2024 reached CNY 3,047,483,724.95, representing a year-on-year increase of 21.38% compared to CNY 2,510,661,942.38 in 2023[25] - The net profit attributable to shareholders of the listed company was CNY 126,098,923.18, up 20.76% from CNY 104,423,096.06 in the previous year[25] - The net profit after deducting non-recurring gains and losses was CNY 111,917,804.91, reflecting a significant increase of 33.89% compared to CNY 83,592,388.34 in 2023[25] - The total assets of the company increased by 28.29% to CNY 5,220,318,775.68 from CNY 4,069,052,154.04 in 2023[25] - The net assets attributable to shareholders of the listed company rose to CNY 1,880,071,867.62, a 4.44% increase from CNY 1,800,195,617.94 in the previous year[25] - The basic earnings per share increased to CNY 0.82, reflecting a growth of 22.39% year-on-year[37] - The weighted average return on equity rose to 6.84%, an increase of 0.91 percentage points from the previous year[37] - The company reported a net profit of CNY 1,119.18 million after deducting non-recurring gains and losses, marking a 33.89% increase year-on-year[37] - Total assets reached CNY 5,220.32 million, representing a growth of 28.29% compared to the previous year[37] - Net profit attributable to shareholders increased by 20.76% to 12,609.89 million RMB, while the net profit excluding non-recurring items rose by 33.89% to 11,191.78 million RMB[62] Cash Flow and Dividends - The company plans to distribute a cash dividend of CNY 1.80 per 10 shares and to increase capital by 3 shares for every 10 shares held, resulting in a total cash dividend payout of CNY 26,730,613.80[8] - The company reported a significant decrease in cash flow from operating activities, with a net outflow of CNY 1,098,443,117.94 compared to a net inflow of CNY 71,569,448.75 in 2023, marking a decline of 1,634.79%[26] - The cash dividend amount represents 21.20% of the net profit attributable to ordinary shareholders in the consolidated financial statements, which is 126,098,923.18 RMB[145] - The total cash dividend and share repurchase amount for the fiscal year is 42,228,833.40 RMB, accounting for 33.49% of the net profit attributable to ordinary shareholders[145] - Over the last three accounting years, the cumulative cash dividend amount (including tax) is 82,891,978.20 RMB, with an average cash dividend ratio of 63.21%[147] Market Performance - Domestic market sales grew by 21.37%, while international market sales surged by 129.09%[38] - The company is actively expanding into emerging markets such as knitted garments and towels, enhancing its competitive capabilities[40] - The company has established long-term relationships with thousands of quality clients, including many top international sports brands, enhancing its market position and ability to respond to downstream demand[57] Research and Development - In 2024, the company invested 2 million in research collaboration with Zhejiang Sci-Tech University and 1.47 million with Anhui Engineering University, enhancing its R&D capabilities significantly[39] - The company has four new products recognized as high-tech products in Anhui Province in 2024, reflecting its commitment to innovation[39] - The total R&D expenditure for the period was 118.58 million yuan, with no capitalized R&D expenses reported[74] - The company has a strong focus on research and development, with an average annual expenditure of 5 million yuan on collaborations with universities to enhance its technological capabilities[56] Environmental Responsibility - The company has invested over 10 million yuan annually in environmental protection, implementing advanced wastewater treatment processes that exceed industry standards, achieving a leading position in the sector[54] - The company has reduced water consumption per ton of yarn significantly, with the water usage and overall energy consumption far below the standards set by the Ministry of Industry and Information Technology[55] - The company has implemented online monitoring systems for wastewater and air emissions, ensuring compliance with national standards[154] - The company has been recognized as an environmentally trustworthy enterprise by the Anhui Provincial Ecological Environment Department for multiple years[161] Governance and Compliance - The company has established a comprehensive internal control management system and continuously optimizes its governance structure and internal control system[149] - The company emphasizes transparency in information disclosure, designating specific publications and websites for announcements, adhering to the principles of fairness and openness[120] - The company has established a fair and transparent performance evaluation and incentive mechanism for senior management[118] - The company has not experienced any incidents of information leakage, maintaining strict confidentiality regarding insider information[121] Risks and Challenges - The company is facing market competition risks due to the presence of smaller, non-compliant competitors, which could impact its market position if it fails to innovate[98] - The company is exposed to macroeconomic fluctuations that could affect demand for its dyeing services, particularly in the textile industry[99] - The company faces risks related to raw material price volatility, which could significantly impact its cost structure and profit margins[103] - The company is aware of potential trade friction risks, particularly related to U.S. legislation affecting imports from Xinjiang, which could impact demand from its downstream customers[108] Operational Efficiency - The company has implemented a "reasonable inventory + order-driven" production model to balance production and sales effectively[48] - The company has transitioned from a sample-based customization model to a standardized production model, improving efficiency and reducing costs for clients[52] - The company has established a digital management system based on data, aiming for zero defects in cotton yarn production and efficient packaging processes[96] Shareholder Relations - The company held 2 shareholder meetings during the reporting period, ensuring compliance with relevant laws and regulations, and allowing all shareholders, especially minority shareholders, to exercise their voting rights[114] - The company has committed to maintaining shareholder commitments, including a lock-up period for major shareholders post-IPO[166] - The company will not transfer or entrust the management of its shares for 36 months from the date of listing[167] Investment and Expansion - The company plans to upgrade its production line for tube yarn with an investment of CNY 4,800 million, aiming for completion by 2025[189] - The annual production capacity for fiber dyeing is set to reach 30,000 tons, with an investment of CNY 8,500 million, also targeted for completion by 2025[189] - The company is developing a high-quality tube yarn dyeing project with an annual capacity of 60,000 tons, requiring an investment of CNY 3,000 million, expected to be completed by 2025[189]

公募基金方面，本期较上一期持股增加的公募基金共计2个，包括招商量化精选股票发起式A、兴银先 进制造智选混合发起A，持股增加占比达0.14%。本期较上一季度持股减少的公募基金共计2个，包括国 投瑞银瑞利混合(LOF)A、鹏华弘嘉混合A，持股减少占比达0.32%。本期较上一季度新披露的公募基金 共计71个，主要包括国投瑞银远见成长混合A、国投瑞银瑞源混合A、国投瑞银行业睿选混合A、诺安 多策略混合A、金元顺安优质精选灵活配置混合A类等。 2025年4月8日，富春染织(605189.SH)发布2024年年度报告。截至2025年4月07日，共有78个机构投资者 披露持有富春染织A股股份，合计持股量达2468.10万股，占富春染织总股本的16.48%。其中，前十大 机构投资者包括芜湖富春创业投资合伙企业(有限合伙)、芜湖勤慧创业投资合伙企业(有限合伙)、中国 银行股份有限公司-招商量化精选股票型发起式证券投资基金、芜湖富春染织股份有限公司回购专用证 券账户、中国银行股份有限公司-国投瑞银瑞利灵活配置混合型证券投资基金(LOF)、招商银行股份有限 公司-鹏华弘嘉灵活配置混合型证券投资基金、国投瑞银远见成长混合A、国投瑞银 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 全文详见上海证券交易所网站（www.sse.com.cn）。 监事会认为：本次公司使用募集资金向全资子公司富春色纺、湖北富春增资及借款，有利于募投项目的 顺利实施、募集资金使用效率的提高以及效益的充分发挥，符合募集资金使用计划及公司的发展战略和 长远规划，符合公司及全体股东的利益，不存在损害公司和股东尤其是中小股东合法权益的情形。公司 本次向募投项目实施主体进行增资及借款事项履行了公司决策的相关程序，符合《上海证券交易所上市 公司自律监管指引第1号一一规范运作》《上海证券交易所股票上市规则》等法律法规和规范性文件及 《公司章程》等相关规定，相关审议及表决程序合法、有效。因此，我们同意公司此次使用募集资金向 子公司增资及借款实施募投项目事项的实施。 表决结果：3票同意，0票反对，0票弃权。 特此公告。 芜湖富春染织股份有限公司 监事会 2025年4月8日 证券代码：605189 证券简称：富春染织 公告编号：2025-028 转债代码：111005 转债简称：富春转债 芜湖富春染织股份有限公司关于召开2024年度业绩暨现金分红说明会的公告 本公司董事会及全体董事 ...

公司积极稳步推进智能化工厂建设，目前筒染全流程实现自动化、筒子纱从松筒-染色-脱水-烘干-紧筒- 打包-入库全流程实现不落地，该项目为行业首创，项目建成后节省用工30%—40%。 2024年，富春染织（605189）产量、销量、收入都实现了两位数的增长，实现了历史性的突破，其中新 品市场订单增长超120%。报告期内，公司共生产各类筒染色纱12.28万吨，同比增长48%，其中湖北富 春生产4.54万吨；在销售方面，全年公司销售色纱10.93万吨，同比增长28%。全年公司实现营业收入 30.47亿元，同比增长21.38%；实现归属于上市公司股东的净利润1.26亿元，同比增长20.76%；实现归 属于上市公司股东的扣除非经常性损益的净利润1.12亿元，同比增长33.89%。公司拟向全体股东每10股 派现金红利1.80元(含税)，同时以资本公积金向全体股东每10股转增3股。 作为国内领先的色纱生产企业之一，富春染织主营业务为色纱的研发、生产和销售。公司产品以色纱为 主，即将胚纱经过染整加工后，络成适合袜机、圆纬机、横机、梭织机等纺织机械使用的筒形纱线，广 泛应用于袜业、毛巾、毛衫、圆机、梭机、家纺等领域，公司的3万吨 ...