证券代码：002003 证券简称：伟星股份 公告编号：2025-037 浙江伟星实业发展股份有限公司 2025 年中期现金分红预案 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。 2025 年 8 月 21 日，公司第九届董事会第三次会议以 9 票同意、0 票反对、0 票弃权的 表决结果审议通过了《公司 2025 年中期现金分红预案》，本利润分配预案尚需提交公司股 东会审议。具体内容如下： 1 一、利润分配预案的基本情况 （一）本次利润分配预案的基本内容 1、本次利润分配预案为 2025 年半年度利润分配。 2、根据公司财务部编制并经审计委员会审议通过的 2025 年半年度财务报告，2025 年 上半年公司实现归属于上市公司股东的净利润为 369,387,247.43 元，加上年初未分配利润 982,935,517.80 元，扣除支付 2024 年度股东现金红利 350,666,895.90 元，期末合并报表 未分配利润为 1,001,655,869.33 元，母公司未分配利润为 311,324,927.15 元。根据 ...

浙江伟星实业发展股份有限公司 2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：浙江伟星实业发展股份有限公司 单位：人民币万元 | | | 占用方与上 | 上市公司核 | 2025 年期初 | 2025年半年度占 | 2025年半年 | 2025 年半年 | 2025 年半年 | 占用形成原 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 市公司的关 | 算的会计科 | 占用资金余 | 用累计发生金额 | 度占用资金 | 度偿还累计 | 度期末占用 | 因 | | | | | 联关系 | 目 | 额 | （不含利息） | 的利息 | 发生金额 | 资金余额 | | | | 控股股东、实际控 | | | | | | | | | | | | 制人及其附属企业 | | | | | | | | | | | | 小 计 | | | | | | | | | | | | 前控股股东、实际控 | | | | | | | | | | | | 制人及其附属 ...

证券代码：002003 证券简称：伟星股份 公告编号：2025-041 2025 年半年度报告 2025 年 8 月 浙江伟星实业发展股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、完整，不存在 虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法律责任。 公司负责人蔡礼永先生、主管会计工作负责人沈利勇先生及会计机构负责人林娜女士 声明：保证本半年度报告中财务报告的真实、准确、完整。 公司需遵守《深圳证券交易所上市公司自律监管指引第 3 号——行业信息披露》中的 "纺织服装相关业务"的披露要求。 2025 年下半年，公司可能面临宏观经济复苏乏力与终端消费景气度不振、国际贸易环 境不确定性增加和生产要素成本持续上升等风险，已在本报告"第三节 管理层讨论与分析" 之"十一、公司面临的风险和应对措施"进行了具体阐述，敬请广大投资者查阅并注意投 资风险。 公司经本次董事会审议通过的利润分配预案为：以总股本 1,168,889,653 股为基数， 向全体股东每 10 股派发现金红利 1.00 元（含税），送红股 0 股（含税），不以 ...

证券代码：002003 证券简称：伟星股份 公告编号：2025-036 浙江伟星实业发展股份有限公司 第九届董事会第三次会议决议公告 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。 1 一、董事会会议召开情况 公司第九届董事会第三次会议于 2025 年 8 月 11 日以专人或电子邮件送达等方式发出 通知，并于 2025 年 8 月 21 日在公司会议室召开。会议应出席董事九名，实际亲自出席董 事八名，独立董事张莉女士因工作原因委托独立董事张永炬先生出席会议并表决。会议由 董事长蔡礼永先生主持，部分高级管理人员列席了会议。本次会议的召集、召开和表决程 序符合有关法律法规和《公司章程》的规定。 二、董事会会议审议情况 经全体董事逐项认真审议，会议以记名投票表决的方式通过了如下议案： 1、会议以 9 票同意、0 票反对、0 票弃权的表决结果审议通过了《公司 2025 年中期现 金分红预案》。 具体内容详见公司于2025年8月23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.cninf ...

东亚前海证券有限责任公司 关于浙江伟星实业发展股份有限公司 部分募集资金投资项目延期的核查意见 东亚前海证券有限责任公司（以下简称"保荐机构"）作为浙江伟星实业发 展股份有限公司（以下简称"伟星股份"或"公司"）2022 年度向特定对象发 行股票保荐机构，根据《证券发行上市保荐业务管理办法》《上市公司募集资金 监管规则》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监 管指引第 1 号——主板上市公司规范运作》和《深圳证券交易所上市公司自律监 管指引第 13 号——保荐业务》等有关法律法规和规范性文件的要求，对伟星股 份本次部分募集资金投资项目延期的事项进行了审慎核查，具体情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意浙江伟星实业发展股份有限 公司向特定对象发行股票注册的批复》（证监许可〔2023〕1279 号），公司以 9.05 元/股的发行价格向 12 名特定对象发行人民币普通股 132,088,397 股（以下 简称"本次发行"），募集资金总额 119,540.00 万元，扣除与发行有关的费用（不 含税）1,360.49 万元，实际募集资金净额为 118,179 ...

Market Performance - The textile manufacturing sector increased by 0.64% on August 22, with Nanshan Zhishang leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Nanshan Zhishang (300918) closed at 22.40, with a rise of 10.02% and a trading volume of 580,200 shares, amounting to a transaction value of 1.273 billion [1] - Other notable performers included Xingye Technology (002674) with a 6.16% increase, closing at 14.64, and Junjie Microfiber (300819) with a 1.49% increase, closing at 26.52 [1] Capital Flow - The textile manufacturing sector experienced a net outflow of 12.02 million from institutional investors and 42.26 million from speculative funds, while retail investors saw a net inflow of 54.28 million [2] - Nanshan Zhishang had a net inflow of 85.95 million from institutional investors, while speculative funds saw a net outflow of 80.12 million [3] Individual Stock Analysis - Huamao Co. (000850) had a significant net inflow of 28.42 million from institutional investors, indicating strong interest [3] - The overall capital flow in the textile sector shows a mixed sentiment, with institutional and speculative funds withdrawing while retail investors are actively buying [2][3]

| 688114 | 华大智 | 6.61 | 3.90 | 73.77 | 74.63 | 1.16 | | --- | --- | --- | --- | --- | --- | --- | | | 造 | | | | | | | 600126 | 杭钢股 | 5.10 | 10.99 | 10.19 | 10.30 | 1.07 | | | 份 | | | | | | | 002003 | 伟星股 | 1.06 | 0.95 | 11.33 | 11.45 | 1.04 | | | 份 | | | | | | | 002607 | 中公教 | 4.01 | 9.18 | 3.08 | 3.1 1 | 1.04 | | | 育 | | | | | | | 603110 | 东方材 料 | 3.66 | 12.49 | 16.54 | 16.69 | 0.92 | | 605117 | 德业股 | 3.43 | 2.77 | 57.99 | 58.51 | 0.89 | | | 份 | | | | | | | 002541 | 鸿路钢 | 3.02 | 3.78 | 18.31 | 18.44 | 0.70 ...

Investment Rating - The report maintains an "Outperform" rating for the textile and apparel industry [5][8]. Core Views - The apparel retail sales growth in July showed a slight decline, with outdoor gear and maternal and infant products being highlighted as key areas for new stock analysis [1][2]. - The textile manufacturing sector is experiencing a rebound, with Vietnam's textile exports accelerating to a growth rate of 16.7% in July, while China's textile exports showed a modest improvement [2][4]. - The report emphasizes the importance of focusing on companies with strong performance in their mid-year reports, particularly those with solid fundamentals and undervalued positions [3][4]. Summary by Sections Market Review - Since August, the textile and apparel sector has performed in line with the broader market, with textile manufacturing outperforming branded apparel, showing increases of 4.2% and 3.4% respectively [1][13]. - Key companies leading the market include Xtep International (+9.4%), Bosideng (+8.5%), and Li Ning (+8.1%) [1][21]. Brand Apparel Insights - In July, apparel retail sales grew by 1.8% year-on-year, with a slight month-on-month decline [1][22]. - E-commerce sales saw a significant rebound, particularly in the sports and outdoor segments, with growth rates of 11% and 26% respectively [1][2]. Textile Manufacturing Insights - Vietnam's textile exports showed a month-on-month acceleration, while China's textile exports remained flat with a year-on-year decline of 0.6% [2][4]. - The report notes that the pricing of cotton has shown slight fluctuations, with a decrease of 0.7% in August [2][4]. New Stock Analysis - The report highlights three new stocks in the outdoor gear and maternal and infant products sectors, all of which are leaders in their respective markets and possess competitive advantages [3][4]. Company Performance Predictions - The report provides earnings forecasts and investment ratings for key companies, all rated as "Outperform," including Anta Sports, Xtep International, and Li Ning, with projected EPS growth for 2025 and 2026 [8][21].

Market Overview - The textile and apparel sector has shown a performance in line with the broader market since August, with textile manufacturing outperforming branded apparel, recording increases of 4.2% and 3.4% respectively [13][19] - Key companies leading the upward trend include Xtep International (+9.4%), Bosideng (+8.5%), and Li Ning (+8.1%) [13][19] Brand Apparel Insights - In July, the retail sales of clothing grew by 1.8% year-on-year, reflecting a slight deceleration compared to the previous month [21] - E-commerce sales saw a significant rebound, particularly in outdoor apparel, with growth rates of 26% for outdoor clothing and 11% for sportswear [21][28] - Notable brands with double-digit growth include Descente (+63%), Puma (+41%), and Lululemon (+39%) [21] Textile Manufacturing Insights - Vietnam's textile exports accelerated in July, with a month-on-month growth of 16.7%, while China's textile exports showed a modest increase of 0.5% [2] - The PMI for Vietnam, Indonesia, and India rose by 3.5, 2.3, and 0.7 respectively, indicating improved manufacturing conditions [2] - The cotton prices have shown slight fluctuations, with domestic prices decreasing by 0.7% and international prices increasing by 1.8% since August [2] Company Performance and Forecasts - Non-sport apparel brands have generally faced challenges due to macroeconomic conditions, leading to a decline in revenue and increased inventory impairment [4] - Sports apparel brands have maintained robust fundamentals, with management teams optimistic about meeting annual performance targets despite a slowdown in growth [4] - Companies like Shenzhou International and Huayi Group are expected to show significant earnings resilience post the current low point in Q2 and Q3 [4][7] Investment Recommendations - Focus on companies with strong fundamentals and low valuations, particularly those with high performance in mid-year reports [3][7] - Recommended stocks include Anta Sports, Xtep International, and Li Ning for branded apparel, and Shenzhou International and Huayi Group for textile manufacturing [7][8]

Group 1 - The stock price of Weixing Co., Ltd. closed at 10.95 yuan on August 15, 2025, down 0.04 yuan or 0.36% from the previous trading day [1] - The opening price for the day was 10.96 yuan, with an intraday high of 11.01 yuan and a low of 10.88 yuan [1] - The trading volume was 63,100 hands, with a total transaction value of 0.69 billion yuan [1] Group 2 - In terms of capital flow, Weixing Co., Ltd. experienced a net outflow of 4.23 million yuan on that day, with a cumulative net outflow of 21.86 million yuan over the past five days [1] - Weixing Co., Ltd. operates in the textile and apparel sector, focusing on the research, production, and sales of clothing accessories, zippers, buttons, and other related products [1]