Core Viewpoint - The report outlines the equity change of Jiangsu Taimushi Textile Technology Co., Ltd., where Guangzhou Light Industry Trade Group Co., Ltd. will acquire 32,813,168 shares, representing 29.99% of the total share capital, through a share transfer agreement with the previous major shareholder, Xintai Investment [1][29]. Group 1: Equity Change Details - The equity change requires approval from the Guangzhou Municipal Government's State-owned Assets Supervision and Administration Commission and compliance review by the Shenzhen Stock Exchange [2]. - The equity change does not trigger a mandatory tender offer obligation [2]. - The report confirms that the information disclosed is accurate and complete, with no false statements or significant omissions [2]. Group 2: Information Disclosure Obligations - The information disclosure obligation is based on relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China [1]. - The report states that the information disclosure obligation has been authorized and approved, and it does not conflict with the company's articles of association or internal rules [1]. Group 3: Financial Overview of Guangzhou Light Industry Group - Guangzhou Light Industry Group, the disclosing party, has a registered capital of 199,049.35 million RMB and is primarily engaged in various manufacturing and trading activities [7]. - The group is controlled by the Guangzhou Municipal Government, which holds 90.03% of its shares [7]. Group 4: Recent Financial Performance - The financial data for Guangzhou Light Industry Group over the last three years shows total assets of 2,314,593.96 million RMB in 2024, with total liabilities of 811,440.22 million RMB and a net profit of 110,916.92 million RMB [26]. - The asset-liability ratio has improved from 41.03% in 2022 to 35.06% in 2024, indicating better financial health [26]. Group 5: Future Plans and Commitments - The disclosing party does not have immediate plans to increase its stake in the company within the next 12 months but may consider it based on market conditions [29]. - The disclosing party commits to not transferring its shares for 18 months post-acquisition, except to entities controlled by its actual controller [30].

Core Viewpoint - Jiangsu Taimushi Knitting and Spinning Technology Co., Ltd. is undergoing a significant equity change, transferring 32,813,168 shares, representing 29.99% of the total share capital, to Guangzhou Light Industry Group, which will become the controlling shareholder of the company [1][10]. Group 1: Equity Change Details - The equity change involves a share reduction through an agreement transfer and the relinquishment of voting rights by the transferring party [1][2]. - The total cash consideration for the share transfer is 749.75 million yuan, equating to a per-share price of 22.8491 yuan [10]. - Following the equity change, the combined voting rights of the disclosing party and its concerted actors will decrease to 21,600,000 shares, accounting for 19.74% of the total share capital [9][10]. Group 2: Parties Involved - The disclosing party is Rugao Xintai Investment Co., Ltd., with major shareholders including Lu Biao and Yang Min, who are also the actual controllers of the company [6][7]. - The concerted actors include Nantong Taida Equity Investment Partnership and Nantong Tairan Equity Investment Partnership, both of which are controlled by Lu Biao and Yang Min [7][8]. - Guangzhou Light Industry Group will become the new controlling shareholder, with the Guangzhou State-owned Assets Supervision and Administration Commission as the actual controller [9][10]. Group 3: Purpose of the Equity Change - The purpose of this equity change is to introduce state-owned capital as a shareholder, which is expected to enhance the company's resource integration and improve its profitability and sustainable operational capacity [8][9]. Group 4: Future Plans - There are currently no plans for the disclosing party or its concerted actors to increase or further reduce their shareholdings in the next 12 months, and any future changes will comply with relevant legal requirements [8][9].

江苏泰慕士针纺科技股份有限公司 简式权益变动报告书 上市公司名称：江苏泰慕士针纺科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：泰慕士 股票代码：001234 信息披露义务人：如皋新泰投资有限公司 住所/通讯地址：南通市如皋市城南街道万寿南路999号（高新区 六号楼3楼） 住所/通讯地址：江苏省南通市如皋市城北街道惠民路168号路南 D 区1号楼 A207-6 一致行动人：南通泰然股权投资合伙企业（有限合伙） 住所/通讯地址：南通市如皋市城南街道万寿南路999号（高新区 六号楼3楼） 权益变动性质：股份减少（协议转让、表决权放弃） 一致行动人：陆彪 住所/通讯地址：江苏省如皋市如城镇**** 一致行动人：杨敏 1 住所/通讯地址：江苏省如皋市如城镇**** 一致行动人：南通泰达股权投资合伙企业（有限合伙） 签署日期：二〇二五年八月 2 信息披露义务人及其一致行动人声明 一、信息披露义务人及其一致行动人依据《中华人民共和国证券法》《上市 公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第15号—— 权益变动报告书》及其他相关的法律、法规和规范性文件编写本报告书。 二、信息披露义务人及其一致 ...

上市公司名称：江苏泰慕士针纺科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：泰慕士 股票代码：001234 权益变动性质：股份增加（协议转让） 签署日期：二〇二五年八月 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式 准则第15号——权益变动报告书》《公开发行证券的公司信息披露内容与格式 准则第16号——上市公司收购报告书》及其他相关法律、法规及规范性文件的 规定编写本报告书。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定， 本报告书已全面披露了信息披露义务人拥有的江苏泰慕士针纺科技股份有限公 司（以下简称"泰慕士"）股份变动情况。截至本报告书签署之日，除本报告 书披露的信息外，信息披露义务人没有通过任何其他方式增加或减少其在泰慕 士中拥有权益的股份。 三、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人公司章程或内部规则中的任何条款，或与之相冲突。 四、本次权益变动尚需取得广州市人民政府国有资产监督管理委员会的批 准；通过深圳证券交易所就 ...

广发证券股份有限公司 关于江苏泰慕士针纺科技股份有限公司 详式权益变动报告书 之 财务顾问核查意见 2025 年 8 月 声 明 本部分所述词语或简称与本核查意见"释义"所述词语或简称具有相同含 义。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收 购管理办法》《公开发行证券的公司信息披露内容与格式准则第15号——权益 变动报告书》《公开发行证券的公司信息披露内容与格式准则第16号——上市 公司收购报告书》等法律法规及规范性文件的有关规定，广发证券股份有限公 司按照行业公认的业务标准、道德规范，本着诚实信用和勤勉尽责的原则，对 信息披露义务人出具的《详式权益变动报告书》所披露的内容出具核查意见。 本财务顾问特作如下声明： 1、本财务顾问及信息披露义务人与本次权益变动行为之间不存在任何关联 关系，亦未委托或授权其他任何机构或个人提供未在本核查意见中列载的信息 和对本核查意见做任何解释或者说明。 2、本财务顾问依据的有关资料由信息披露义务人提供。信息披露义务人已 做出承诺，保证其所提供的信息和文件真实、准确、完整，不存在任何重大遗 漏、虚假记载或误导性陈述，并对其真实性、准确性、完整性负责。 3 ...

Group 1 - The core point of the news is the change of control in Taimushi, with the major shareholder, Xintai Investment, planning to transfer 32.81 million shares (29.99% of total shares) to Guangzhou Light Industry Group for 750 million yuan, at a price of 22.85 yuan per share, which is a discount of approximately 6.89% from the latest stock price [1] - The transfer of shares will result in Guangzhou Light Industry Group becoming the controlling shareholder, with the Guangzhou State-owned Assets Supervision and Administration Commission as the actual controller of the company [1] - The transaction requires approval from the Guangzhou State-owned Assets Supervision and Administration Commission and compliance confirmation from the Shenzhen Stock Exchange, indicating uncertainty regarding the final implementation [1] Group 2 - Taimushi had previously announced the intention to change control in June, with the share transfer and voting rights waiver outlined in a framework agreement, valuing the company at 2.5 billion yuan [2] - Guangzhou Light Industry Group plans to further increase its stake in Taimushi through a directed issuance of shares within three years after the transfer is completed [2] - Taimushi, listed in 2022, specializes in the R&D, production, and sales of knitted fabrics and garments, providing OEM services for well-known brands such as Decathlon and Anta [2] Group 3 - Taimushi's performance has been stable since its listing, with projected revenue of 908 million yuan in 2024, a year-on-year increase of 13.61%, and a net profit of 70.38 million yuan, up 7.96% [3] - The company primarily focuses on the domestic market, with approximately 77% of its revenue coming from domestic sales, while international sales are mainly from Europe, Japan, and South Korea [3] - Taimushi is advancing automation and smart manufacturing initiatives, with plans to continue the development of its smart projects and the construction of a smart factory in Liu'an by 2025 [3]

同时，控股股东新泰投资、股东泰达投资、泰然投资放弃其合法持有的上市公司合计2318.68万股股份 (约占上市公司总股本的21.19%)对应的表决权。若本次股份转让事项实施并完成，公司的控股股东及实 际控制人将发生变更。广州轻工集团将成为公司控股股东，广州市国资委将成为公司实际控制人。 泰慕士（001234）(001234.SZ)发布公告，2025年8月12日，公司控股股东如皋新泰投资有限公司(以下简 称"新泰投资")、股东南通泰达股权投资合伙企业(有限合伙)(以下简称"泰达投资")、南通泰然股权投资 合伙企业(有限合伙)(以下简称"泰然投资")、实际控制人陆彪先生、杨敏女士与广州轻工工贸集团有限 公司(以下简称"广州轻工集团")签署了《股份转让协议》，新泰投资拟向广州轻工集团转让其持有上市 公司无限售条件流通股3281.32万股，占上市公司总股本的29.99%。 ...

智通财经APP讯，泰慕士(001234.SZ)发布公告，2025年8月12日，公司控股股东如皋新泰投资有限公司 (以下简称"新泰投资")、股东南通泰达股权投资合伙企业(有限合伙)(以下简称"泰达投资")、南通泰然股 权投资合伙企业(有限合伙)(以下简称"泰然投资")、实际控制人陆彪先生、杨敏女士与广州轻工工贸集 团有限公司(以下简称"广州轻工集团")签署了《股份转让协议》，新泰投资拟向广州轻工集团转让其持 有上市公司无限售条件流通股3281.32万股，占上市公司总股本的29.99%。 同时，控股股东新泰投资、股东泰达投资、泰然投资放弃其合法持有的上市公司合计2318.68万股股份 (约占上市公司总股本的21.19%)对应的表决权。若本次股份转让事项实施并完成，公司的控股股东及实 际控制人将发生变更。广州轻工集团将成为公司控股股东，广州市国资委将成为公司实际控制人。 ...

2024年1至12月份，泰慕士的营业收入构成为：纺织业-服饰业占比100.0%。 泰慕士（SZ 001234，收盘价：24.54元）8月12日晚间发布公告称，2025年8月12日，江苏泰慕士针纺科 技股份有限公司（以下简称"泰慕士"、"上市公司"）控股股东如皋新泰投资有限公司（以下简称"新泰 投资"）、股东南通泰达股权投资合伙企业(有限合伙)（以下简称"泰达投资"）、南通泰然股权投资合伙 企业(有限合伙)（以下简称"泰然投资"）、实际控制人陆彪先生、杨敏女士与广州轻工工贸集团有限公 司（以下简称"广州轻工集团"）签署了《股份转让协议》，新泰投资拟向广州轻工集团转让其持有上市 公司无限售条件流通股32,813,168股，占上市公司总股本的29.99%。同时，控股股东新泰投资、股东泰 达投资、泰然投资放弃其合法持有的上市公司合计23,186,832股股份（约占上市公司总股本的21.19%） 对应的表决权。若本次股份转让事项实施并完成，公司的控股股东及实际控制人将发生变更。广州轻工 集团将成为公司控股股东，广州市国资委将成为公司实际控制人。 （文章来源：每日经济新闻） ...

同时，新泰投资、泰达投资、泰然投资放弃其合法持有的公司股份合计2318.68万股(约占公司总股本的 21.19%)对应的表决权。 人民财讯8月12日电，泰慕士(001234)8月12日晚间公告，8月12日，公司控股股东新泰投资、股东泰达 投资、泰然投资、实控人陆彪、杨敏与广州轻工工贸集团有限公司(简称"广州轻工集团")签署股份转让 协议，新泰投资拟向广州轻工集团转让公司股份3281.32万股，占公司总股本的29.99%，转让价7.5亿 元，折合每股转让价格为22.85元。 若此次权益变动实施完成，广州轻工集团将成为公司控股股东，广州市国资委将成为公司实控人。 ...