Core Viewpoint - Jiangsu Taimusi Textile Technology Co., Ltd. has completed the repurchase and cancellation of 20,000 restricted stocks, which accounts for approximately 0.02% of the company's total share capital before the repurchase [1][3][4]. Summary by Sections 1. Stock Repurchase and Cancellation - The company has approved the repurchase and cancellation of 20,000 restricted stocks due to one incentive object losing eligibility after leaving the company [3][4]. - The repurchase price is set at RMB 8.94 per share plus the interest from the People's Bank of China, totaling RMB 179,933.54 for the repurchase [4][5]. 2. Impact on Share Capital Structure - After the repurchase, the total share capital will decrease from 109,433,700 shares to 109,413,700 shares [6]. - The structure of shares will change slightly, with limited sale condition shares decreasing from 18,064,000 (16.51%) to 18,044,000 (16.49%), while unrestricted shares will increase from 91,369,700 (83.49%) to 91,369,700 (83.51%) [6]. 3. Financial Impact - The repurchase and cancellation of restricted stocks will not have a substantial impact on the company's financial status or operating results, nor will it harm the interests of the company and all shareholders [6]. - The management team will continue to fulfill their responsibilities to promote the company's sustainable development and create value for shareholders [6].

股票代码：001234 股票简称：泰慕士 公告编号：2025-036 江苏泰慕士针纺科技股份有限公司 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、江苏泰慕士针纺科技股份有限公司（以下简称"公司"）本次回购注销 2024 年限制性股票激励计划首次授予的 1 名激励对象已获授但尚未解除限售的 限制性股票共计 20,000 股，约占回购注销前公司总股本的 0.02%。 2、截至本公告日，公司在中国证券登记结算有限责任公司深圳分公司已完 成本次限制性股票回购注销的手续办理。回购注销完成后，公司股份总数由 109,433,700 股减少至 109,413,700 股。 一、2024 年限制性股票激励计划（以下简称"本激励计划"）已履行的相关 审批程序 1、2024 年 3 月 18 日，公司董事会薪酬与考核委员会 2024 年第一次会议审 议通过了《关于公司〈2024 年限制性股票激励计划（草案）〉及其摘要的议案》 《关于公司〈2024 年限制性股票激励计划实施考核管理办法〉的议案》《关于核 实公司〈2024 年 ...

Core Viewpoint - The controlling stake of the apparel company Taimoshi (001234.SZ) will be transferred to Guangzhou Light Industry Group, marking a significant change in ownership and control within the company [2][4][6]. Group 1: Ownership Change - Taimoshi's current controlling shareholder, Rugao Xintai Investment Co., plans to transfer 29.99% of its shares to Guangzhou Light Industry, making the latter the new controlling shareholder [2][4]. - Following the transfer, Rugao Xintai's shareholding will decrease to 13.87%, while Guangzhou Light Industry will hold 29.99% of the shares and corresponding voting rights [6][7]. - The transaction is valued at approximately 750 million yuan based on a market capitalization of 2.5 billion yuan [7]. Group 2: Financial Performance - In 2024, Taimoshi reported a revenue of 908 million yuan, a year-on-year increase of 13.61%, and a net profit of 70.38 million yuan, up 7.96% [9]. - The company achieved a sales volume of 23.88 million pieces and a production volume of 24.36 million pieces, reflecting year-on-year growth of 25.43% and 27.63%, respectively [10]. - The gross margin for Taimoshi's main apparel business in 2024 was 19.49%, an increase of 0.93 percentage points compared to the previous year [11]. Group 3: Strategic Implications - The acquisition by Guangzhou Light Industry is expected to enhance its textile and apparel industry layout, providing Taimoshi with additional resources such as capital, market channels, and technology [3][11]. - Taimoshi's established relationships with well-known brands like Decathlon and Semir will be beneficial for Guangzhou Light Industry in strengthening its supply chain and reducing external dependencies [11].

Core Viewpoint - The company Taimushi is undergoing a change in control, with the actual controller shifting to the Guangzhou Municipal Government after the signing of a share transfer intention agreement by its major shareholders [1][3]. Group 1: Share Transfer and Control Change - Taimushi's major shareholder, Rugao New Tai Investment Co., Ltd., is transferring 29.99% of its shares to Guangzhou Light Industry Trade Group Co., Ltd. through a combination of share transfer and voting rights waiver [3][5]. - The share transfer is expected to be priced at no less than 90% of the closing price on the trading day before the agreement was signed, and no higher than the price limit set by the state-owned assets supervision and administration authority [2][5]. - Prior to this agreement, the actual controllers, Lu Biao and Yang Min, held a combined 70.91% of the voting rights [4]. Group 2: Stock Performance - Taimushi's stock experienced a "six consecutive limit-up" period from April 10 to April 17, with an increase of nearly 80% [2][5]. - On June 11, the day of the announcement regarding the control change, Taimushi's stock also reached its limit-up [5]. Group 3: Company Background and Financials - Taimushi, listed for just over three years, reported revenues of 742 million yuan in 2022 and 908 million yuan in the previous year, with net profits of approximately 76.8 million yuan in 2022 and 70.4 million yuan last year [6]. - The company primarily provides OEM services for well-known brands such as Decathlon, Semir, Anta, and others, with Decathlon orders accounting for 40% of its annual sales [6].

Core Viewpoint - The company Taimusi is set to transfer its controlling stake to Guangzhou Light Industry Group through a combination of share transfer and voting rights waiver, marking a significant change in ownership structure [1][4]. Group 1: Ownership Changes - Taimusi's controlling shareholder plans to transfer 29.99% of its shares at a total market value of 2.5 billion yuan, with the transfer price set between 90% of the closing price before the agreement and the limits set by regulatory authorities [3]. - After the transfer, the combined shareholding of the current actual controllers, Lu Biao and Yang Min, will decrease from 70.92% to 40.93%, and their voting rights will drop from 70.92% to 19.74%. Guangzhou Light Industry will hold 29.99% of shares and voting rights [4][5]. Group 2: Company Background - Guangzhou Light Industry is a large enterprise group that integrates industry and trade, recognized as one of China's top 100 light industry companies, with a history dating back to 1950 [6]. - Taimusi, established in August 1992 and listed on the Shenzhen Stock Exchange in January 2022, specializes in high-end fabric weaving, dyeing, and garment production, with an annual output of 6,000 tons of knitted fabrics and 20 million knitted garments [6]. - The company provides OEM services for well-known brands such as Decathlon, Anta, and Bosideng, but has not seen significant growth in revenue or profit since its listing, with 2022 revenue at 742 million yuan and a net profit of 76.84 million yuan [6]. Group 3: Stock Performance - Taimusi's stock experienced a notable surge, achieving a six-day consecutive increase from April 10 to April 17, with a total rise of over 100% from a low of 14.66 yuan to a high of 29.70 yuan [7].

Core Viewpoint - The strategic cooperation between Guangzhou Light Industry Group and Taimoshi has garnered significant market attention, with Guangzhou Light Industry Group aiming to enhance Taimoshi's business development through its advantages in channels, branding, and supply chain [2][3]. Group 1: Strategic Cooperation - Guangzhou Light Industry Group's strategic partnership with Taimoshi is a practical implementation of the Guangzhou municipal government's initiative to build a modern industrial system [2]. - Taimoshi will become the only listed platform for Guangzhou Light Industry Group's textile and apparel sector as the cooperation deepens [2]. - The partnership aims to leverage Guangzhou Light Industry Group's extensive sales network to expand Taimoshi's market reach and prioritize business opportunities for Taimoshi [2]. Group 2: Share Transfer Agreement - Taimoshi announced that its controlling shareholder, Rugao Xintai Investment Co., Ltd., plans to transfer 29.99% of its unrestricted circulating shares to Guangzhou Light Industry Group [3]. - If the transaction is successfully completed, Guangzhou Light Industry Group will become the controlling shareholder of Taimoshi, with the Guangzhou municipal government as the actual controller [3]. - The transaction price and key terms are yet to be finalized, indicating significant uncertainty [3]. Group 3: Company Background - Taimoshi, officially known as Jiangsu Taimoshi Knitting Technology Co., Ltd., was established in August 1992 and specializes in the R&D, production, and sales of knitted fabrics and garments [3]. - The company provides OEM services for well-known brands such as Decathlon, Semir, and Anta, among others [3]. - Guangzhou Light Industry Group is the first large-scale enterprise group in Guangzhou that integrates industry and trade, with the Guangzhou municipal government holding 90.03% of its shares [3].

Group 1 - The core point of the news is that Jiangsu Taimushi Textile Technology Co., Ltd. announced a share transfer agreement where its controlling shareholder, Rugao Xintai Investment Co., Ltd., plans to transfer 29.99% of its circulating shares to Guangzhou Light Industry Group, resulting in a change of control [2] - Following the announcement, Taimushi's stock price surged, closing at 24.16 yuan per share, a 10.02% increase, and continued to rise to 25.00 yuan in early trading the next day, marking a 3.48% increase [2] - Taimushi specializes in the research, production, and sales of high-end knitted fabrics and garments, providing OEM services for well-known brands such as Decathlon, Semir, and Anta [2] Group 2 - In the first quarter of this year, Taimushi reported a revenue of 218 million yuan, a year-on-year decrease of 11.12%, and a net profit attributable to shareholders of 21 million yuan, down 29.32% [3] - In the previous year, Taimushi achieved a revenue of 908 million yuan, with a year-on-year growth of 13.61%, and a net profit of 70 million yuan, reflecting a growth of 7.96% [3] - Guangzhou Light Industry Group, the new controlling shareholder, is a large enterprise group that integrates various industries and employs nearly 10,000 people, with a significant stake held by the Guangzhou Municipal Government [3]

Core Insights - The announcement reveals that the controlling shareholder of Taimusi, Ruzhou Xintai, intends to transfer 29.99% of its unrestricted circulating shares to Guangzhou Light Industry, which will result in Guangzhou Light Industry becoming the new controlling shareholder with a 29.99% shareholding and voting rights [2][3] - Taimusi has established itself as a leading player in the knitted fabric and garment manufacturing industry, boasting a vertically integrated supply chain and a flexible production system that meets diverse customer needs [2][3] Company Overview - Taimusi achieved a revenue of 908 million yuan in 2024, representing a year-on-year growth of 13.61%, and a net profit attributable to shareholders of 70.38 million yuan, up 7.96% year-on-year [3] - The company has a strong technical foundation, with several fabric technologies recognized at the national level, and has built an advanced intelligent factory in Jiangsu Province [3] Strategic Implications - The acquisition by Guangzhou Light Industry is expected to create significant synergies in technology, brand, customer resources, and sales channels, enhancing the future development of Taimusi [3] - Guangzhou Light Industry is a large enterprise group with a strong presence in daily consumer goods and modern services, recognized as one of China's top 100 light industry enterprises [3]

Group 1 - The core point of the article is that the supplier of Decathlon, Taimushi, is preparing for a change of control, with the new actual controller being the Guangzhou Municipal Government [1][2] - Taimushi's controlling shareholder plans to transfer control through a combination of equity transfer and voting rights waiver, with the total market value for the transfer set at 2.5 billion yuan [1][4] - The stock price of Taimushi experienced a significant increase, with a six-day limit-up period from April 10 to April 17, resulting in an approximate 80% rise [1][4] Group 2 - The controlling shareholder, Rugao Xintai Investment Co., Ltd., intends to transfer 29.99% of its shares to Guangzhou Light Industry Trade Group Co., Ltd., which will lead to a change in control [2][4] - Prior to the agreement, the actual controllers, Lu Biao and Yang Min, held a combined 70.91% of the voting rights [3] - Following the change of control, the transferring parties are required to assist Guangzhou Light Industry in increasing its stake in Taimushi through private placements within three years [4] Group 3 - Taimushi's financial performance has shown limited growth, with revenues of 742 million yuan in 2022 and 908 million yuan in the following year, while net profit decreased from 76.84 million yuan to 70.38 million yuan [5] - The company primarily provides OEM services for well-known clothing brands, including Decathlon, Semir, Anta, QUIKSILVER, and others [5][6] - Taimushi became Decathlon's first strategic partner in the global textile and apparel industry, with Decathlon orders accounting for 40% of its annual sales [6]

股票代码：001234 股票简称：泰慕士 公告编号：2025-035 江苏泰慕士针纺科技股份有限公司 关于控股股东签署《股权转让意向协议》 暨筹划控制权发生变更的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 重要风险提示： 交易双方尚未签定正式的股权转让协议，双方交易有赖于国资委审批。因此，本 次股权转让能否顺利推进，存在重大不确定性。敬请广大投资者理性分析、谨慎 决策、注意投资风险。 轻工"）对江苏泰慕士针纺科技股份有限公司（以下简称"公司"）进行尽职调 查，尚需提交深圳证券交易所进行合规性审核，并在中国证券登记结算有限责任 公司深圳分公司办理股份协议转让过户相关手续。上述事项的完成情况将影响本 次交易的进行，若过程中出现影响本次交易的重大风险，则本次交易可能存在终 止的风险。本次交易事项能否最终实施完成及实施结果尚存在重大不确定性，公 司将根据后续进展情况，及时履行相关信息披露义务。敬请广大投资者理性分析、 谨慎决策、注意投资风险。 重要内容提示： 其他方式促成乙方成为上市公司的控股股东。甲方及其股东应积极配合乙方在完 成控股权转让的 3 年 ...