证券代码：002003 证券简称：伟星股份 浙江伟星实业发展股份有限公司 5、公司对行业景气度有何看法？ 投资者关系活动记录表 编号：2026-001 投资者关系活动 类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 √现场参观 □其他： 参与单位名称及 人员姓名 长城基金：李澳 华创证券：刘一怡、周星宇 藏锋私募：程璨、张鹏 时间 2026 年 1 月 9 日 地点 临海 上市公司接待人 员姓名 黄志强、郑婷燕、邱逸远 投资者关系活动 主要内容介绍 1、近期，铜等金属原材料涨价较多，对公司有哪些影响？公司有哪些措施？ 答：近期，铜等大宗商品价格涨幅明显，对公司原材料成本造成一定影响。 但公司产品采用成本加成的定价模式，依照客户的实际要求，根据生产过程中涉 及到的材质、工艺、难度等进行合理定价。同时，公司一方面会积极根据存量订 单、原材料价格趋势等进行综合判断，多方权衡后进行采购、备库；另一方面也 在积极推进新材料、新工艺研发，以满足客户需求。 2、公司拉链业务的市占率能达到多少？ 答：由于服饰辅料属于纺织服装的分支行业，行业统计数据较为缺乏，根据 纺织服装行业有关数据推 ...

Market News - China will release December import and export data on January 14, with exports expected to grow by 3.0% year-on-year, down from 5.9% in November, while imports are anticipated to decline by 2.9% [3] - The trade balance for December 2025 will also be published on January 14, with total goods trade from January to November 2025 reaching 41.21 trillion yuan, a year-on-year increase of 3.6% [3] Commodity Futures - The Shanghai Futures Exchange will adjust the price limit for platinum and palladium futures contracts to 16% starting from January 13, 2026, with the trading margin standard set at 18% [4] Energy Outlook - The U.S. Energy Information Administration (EIA) will release its Short-Term Energy Outlook report on January 13, maintaining the WTI crude oil price forecast for 2025 at slightly below $69 per barrel [5] U.S. Economic Data - The U.S. will release December CPI data on January 13, with core CPI expected to rebound significantly, predicted at 0.36% by Morgan Stanley and 0.38% by Bloomberg, both higher than the average of 0.08% in October and November [6] - Key economic indicators including October and November PPI and November retail sales will also be released, with expectations of moderate PPI growth and a 0.7% rebound in retail sales for November [6] Federal Reserve - The Federal Reserve will publish its latest Beige Book on January 14, indicating that government shutdowns and AI applications have weakened the job market, while rising tariffs and healthcare costs have increased business expenses [7] Earnings Season - The earnings season for Q4 2025 will commence this week, with major banks including JPMorgan, Citigroup, and Goldman Sachs set to report [8] Sector Events - The second China eVTOL Innovation Development Conference is scheduled for January 15-16, 2026, in Shanghai, focusing on the new commercial era of eVTOL [10] - The fourth Data Center Liquid Cooling & AI Chip Thermal Management Supply Chain Conference will be held on January 14-15, 2026, in Shenzhen [10] - China's first comprehensive law in the nuclear energy sector, the Atomic Energy Law, will take effect on January 15, 2026 [11] Individual Company News - Hangyu Technology announced on January 11 that it has repurchased 752,800 shares, with plans to sell them within six months [13] - Huadong Medicine's subsidiary has developed a breakthrough treatment for severe hypertriglyceridemia, which has been included in the list of breakthrough therapies by the National Medical Products Administration [13] - Jingfeng Mingyuan plans to acquire 100% of Sichuan Yichong Technology Co., with a key review meeting scheduled for January 16, 2026 [13] - TSMC has commenced research on its next-generation 1.4nm process, with risk trial production expected to start in 2027 [13] Lock-up Expiration - From January 12 to January 16, 2026, 23 companies will have lock-up shares released, totaling 2.434 billion shares with a market value of approximately 48.56 billion yuan [16] - The highest market value of lock-up shares released on January 12 is from Tianxin Pharmaceutical at 7.84 billion yuan [17] New Stock Calendar - Two new stocks are set to be issued this week, with a total issuance of approximately 34 million shares and expected fundraising of 1.909 billion yuan [19] Market Outlook - The current market enthusiasm is driven by concentrated inflows from previously cautious funds, with expectations for continued momentum in thematic and small-cap stocks until after the Two Sessions [22] - Guojin Securities suggests that the spring market is likely to perform well, with a focus on AI investments and the recovery of domestic manufacturing [23] - Everbright Securities anticipates sustained market heat but warns of potential cooling as the Lunar New Year approaches, recommending attention to sectors like electronics and power equipment [24]

Group 1 - The core point of the announcement is that Zhejiang Weixing Industrial Development Co., Ltd. has received notification from its controlling shareholder, Weixing Group Co., Ltd., regarding the release and re-pledging of certain shares [1][2]. - The released pledged shares do not involve any significant asset restructuring or performance compensation obligations [1]. - As of the announcement date, the total pledged shares held by the controlling shareholder and its concerted parties are detailed, indicating the current status of share pledges [1][3]. Group 2 - The announcement includes a commitment from the company and its board to ensure that the disclosed information is true, accurate, and complete, without any false records or misleading statements [1]. - The company has provided a list of documents for reference, including the notice of release of securities pledge registration and the securities pledge registration certificate [3].

（编辑 任世碧） 证券日报网讯 1月7日，伟星股份发布公告称，近日，公司接到控股股东伟星集团有限公司（简称"伟星 集团"）的通知，获悉伟星集团所持有公司的部分股份发生解除质押及再质押的行为，本次解除质押股 份数量为22，947，860股，本次质押数量为70，000，000股。 ...

证券代码：002003 证券简称：伟星股份 公告编号：2026-002 浙江伟星实业发展股份有限公司 控股股东股份解除质押及再质押公告 浙江伟星实业发展股份有限公司（以下简称"公司"）及董事会全体成员保证信息披 露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 近日，公司接到控股股东伟星集团有限公司（以下简称"伟星集团"）的通知，获悉 伟星集团所持有公司的部分股份发生解除质押及再质押的行为。具体事项如下： | 股东名称 | 是否为控股股东 或第一大股东及 | 本次解除质押 股份数量（股） | 占其所持 股份比例 | 占公司总 股本比例 | 起始日 | | 解除 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 | | | | | | | | 伟星集团 | 是 | 22,947,860 | 7.59% | 1.93% | 2023年11 | | | | | | | | | 月 20 日 | 1 月 6 有限公司临海支行 | | | | | | | | | | 日期 2026 | | | | | | | | 日 | 年 | ...

证券代码：002003 证券简称：伟星股份 公告编号：2026-001 浙江伟星实业发展股份有限公司 关于第五期股权激励计划第四个限售期 股票解除限售并上市流通的提示性公告 浙江伟星实业发展股份有限公司（以下简称"公司"）及董事会全体成员保证信息披 露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 特别提示： 公司第九届董事会第八次（临时）会议审议通过了《关于第五期股权激励计划第四个 限售期解除限售条件成就的议案》，本次符合解除限售条件的激励对象共157人，可申请解 除限售的限制性股票数量为845.91万股，占公司总股本的0.71%。公司已按照相关规定办理 了上述限制性股票的解除限售手续，并计划于2026年1月12日上市流通。有关情况如下： 一、第五期股权激励计划简述及履行的程序 1、2021 年 10 月 28 日，公司第七届董事会第十六次（临时）会议和第七届监事会第 十二次（临时）会议审议通过了《公司第五期股权激励计划（草案）》及摘要等相关议案， 拟采取限制性股票的激励形式，以 4.44 元/股的授予价格向公司 161 名激励对象定向发行 2,200 万股限制性股票，占公司总股本的 2.84 ...

Core Insights - The article discusses the growth logic of companies as they scale from millions to billions and beyond, emphasizing the importance of strategic development at each stage of growth [1][3][25]. Group 1: Growth Stages - Companies can achieve different levels of revenue growth: from millions to billions, and then to trillions, by following a structured growth strategy [1][3]. - The growth process is described as a logical progression, where companies must navigate through various stages: individual products, product lines, categories, platforms, and ecosystems [1][3][25]. Group 2: Case Studies - Weixing Kele successfully transitioned from zero to one hundred million by focusing on product innovation and channel penetration, particularly in the waterproof coating market [4][9]. - Shanyuan Technology leveraged a unique product, the "mining lamp black box," to achieve significant revenue growth by addressing safety concerns in mining operations [10][11]. - Mars Man, a latecomer in the integrated stove industry, rapidly grew its revenue by expanding product categories and enhancing channel strategies [13]. - Supor transitioned from a small cookware company to a leading brand by effectively utilizing distribution channels and expanding its product range [16][17]. - Anta transformed its business model by focusing on operational efficiency and strategic store management, leading to substantial revenue growth [19][20]. Group 3: Strategic Insights - The article emphasizes the importance of channel development as a critical factor for achieving initial revenue milestones [9][12]. - Companies must focus on product and brand positioning while ensuring that operational strategies are aligned with market needs [6][12]. - The transition from product-level growth to category-level growth requires a clear understanding of how to structure product lines effectively [15][18]. Group 4: Ecosystem Development - Companies like COFCO and China State Construction have successfully implemented ecosystem strategies to achieve trillion-level revenues by integrating various business units and enhancing brand visibility [25][26]. - The article highlights the necessity of creating a unified brand strategy that aligns with the overall business objectives to facilitate sustainable growth [25][26].

数据显示，东方阿尔法基金旗下1只基金重仓伟星股份。东方阿尔法兴科一年持有混合A（015900）三 季度持有股数57.06万股，占基金净值比例为8.3%，位居第九大重仓股。根据测算，今日浮亏损失约 6.28万元。 12月31日，伟星股份跌1.03%，截至发稿，报10.58元/股，成交3430.12万元，换手率0.32%，总市值 125.78亿元。 资料显示，浙江伟星实业发展股份有限公司位于浙江省临海市前江南路8号伟星股份大洋工业园区，成 立日期1988年5月11日，上市日期2004年6月25日，公司主营业务涉及钮扣、拉链、金属制品等服装辅料 的研发、制造与销售,高端军用卫星导航产品的研发、生产销售和技术服务。主营业务收入构成为：拉 链55.30%，钮扣39.61%，其他服饰辅料3.62%，其他1.47%。 从基金十大重仓股角度 截至发稿，尹智斌累计任职时间2年62天，现任基金资产总规模6997.91万元，任职期间最佳基金回报 65.04%， 任职期间最差基金回报32.22%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何 ...

2025年12月26日，浙江伟星实业发展股份有限公司2025年度精益TPM项目总结会圆满收官。 浙江伟星实业发展股份有限公司（以下简称"伟星股份"）携手华昊企管，深耕精益TPM管理变革，以设备为核心 切入点，全员参与、全系统推进，实现了生产效能、成本控制、质量提升与精益五星班组建设管理体系的全方位 跃升。这一成果的背后，离不开华昊企管专业团队的精准赋能与深度辅导，为伟星股份的高质量发展注入了强劲 动力。 伟星股份员工节目表演 华昊企管涂老师 大会启动 每拉链2025年度精益TPM项目总结 TPM年度厂线红黄旗评比 2 ===== CHE ID 短期筛2025年度 精益TPM项 . Sammill TPM年度厂线红黄旗评比 de 4 海拉链2025年度精益TPM项目总统 of HI 精益五星班组红黄旗评比 I csil 投车奖 com ean A 市同 ID Councel Indi f a 发布总结报告 粒链2025年度精益TPM项目总结会 TPM中级内训师 I 形分 J 柯明生 王建龙 t स्त्र स्त्र 徐小腹 L l 链2025年度精益TPM项目 T 优秀课题 金属分厂排咪机3号方针断头改革 市 ...

浙江伟星实业发展股份有限公司 董事会 2025 年 12 月 31 日 关于完成工商变更登记的公告 浙江伟星实业发展股份有限公司（以下简称"公司"）及董事会全体成员保证信息披 露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 根据公司 2025 年第二次临时股东会的授权，2025 年 12 月 25 日，公司第九届董事会 第八次（临时）会议审议通过了《关于变更注册资本并修改公司章程相关条款的议案》， 决定将注册资本变更为 1,188,889,653 元，同时修改《公司章程》相应条款等，具体详见 公司于 2025 年 12 月 26 日刊载在《证券时报》《上海证券报》《中国证券报》和巨潮资讯 网（http://www.cninfo.com.cn）的相关公告。 近日，公司已完成了上述事项的工商变更登记手续，并取得了浙江省市场监督管理局 换发的统一社会信用代码为 91330000722765769J 的《营业执照》；除上述变更外，公司《营 业执照》的其他登记事项不变。 特此公告。 证券代码：002003 证券简称：伟星股份 公告编号：2025-062 浙江伟星实业发展股份有限公司 ...