Core Viewpoint - The report by Zhiyan Consulting highlights a significant decline in the production of silk and silk-blended fabrics in China, projecting a continued downward trend through 2025 [1] Group 1: Production Data - In October 2025, the production of silk and silk-blended fabrics (with silk content ≥30%) in China is expected to be 0.2 billion meters, representing a year-on-year decrease of 29.9% [1] - From January to October 2025, the cumulative production of silk and silk-blended fabrics (with silk content ≥30%) is projected to be 1.5 billion meters, reflecting a cumulative decline of 29.1% [1] - A statistical chart detailing the production of silk and silk-blended fabrics from 2020 to October 2025 is included in the report [1] Group 2: Company Overview - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services, including feasibility studies and customized reports [1] - The company emphasizes its commitment to delivering high-quality services and market insights to empower investment decisions [1]

证券日报网讯12月26日，嘉欣丝绸（002404）在互动平台回答投资者提问时表示，公司在不断提升和深 化主业优势的基础上，会尝试寻找合适的机会涉足新领域，培育新的增长点。 ...

Group 1 - The core viewpoint of the article highlights that Jiaxin Silk (SZ 002404) has engaged in investor research, with the company secretary participating in the discussions [1] - For the first half of 2025, Jiaxin Silk's revenue composition shows that silk and clothing-related businesses account for 99.9% of total revenue, while other businesses contribute only 0.1% [1] - As of the report, Jiaxin Silk's market capitalization stands at 4.1 billion yuan [1] Group 2 - The article also mentions a significant issue in the pharmaceutical industry, specifically the abuse of pregabalin leading to addiction cases, marking the first report of such incidents in the domestic market [1] - It points out vulnerabilities in online platforms that allow the purchase of medications without proper medical records, raising concerns about regulatory oversight [1]

Group 1: Company Overview - The company has over 40 years of experience in foreign trade, with "Jiaxin Silk" being a well-known brand in the international women's clothing market, focusing on mid-to-high-end silk products [2][3] - The company operates three major supply chain bases in Jiaxing, mainland China, and overseas, with a production capacity of approximately 1,700,000 garments [2][3] Group 2: Domestic Brand Performance - The domestic brand "Jin San Ta," established in 1926, aims to be an affordable "national silk" brand, offering products such as silk underwear, homewear, and cultural gifts [4] - In 2025, "Jin San Ta" experienced sales and profit growth, driven by the rise of "national style" trends and new sales channels [4] Group 3: "Jin Can Wang" Platform - "Jin Can Wang" is a key platform in the silk industry, providing services such as online trading, financial services, and logistics, enhancing the efficiency of the silk supply chain [5] - The platform has a strong position in the industry, offering predictive insights on raw silk prices and transaction volumes, and has established a comprehensive supply chain service [5][6] Group 4: Supply Chain Financing - "Jin Can Wang" addresses financing challenges for small and medium-sized enterprises in the silk industry by leveraging its industry position and establishing stable partnerships [6] - The platform mitigates financing risks through collateral management of silk raw materials, facilitating connections between enterprises and financial institutions [6] Group 5: Hardware Business - The company's hardware business has evolved from apparel hardware to high-end automotive parts and smart home components, maintaining stable profitability [7] - The subsidiary Tianxin Hardware is a key supplier for IKEA, with increasing collaboration and product development [7] Group 6: Asset Overview - The company has substantial assets, including a headquarters with over 70,000 square meters, primarily for rental purposes, and an industrial park covering over 500 acres [8] - The company owns over 20 silkworm stations/warehouses in Jiaxing, with low book costs, which are expected to generate additional income as urbanization progresses [8] Group 7: Dividend Policy - The company has distributed a total of 1.452 billion yuan in dividends since its listing, exceeding the total amount of raised funds, and plans to continue a high dividend policy to reward shareholders [9]

证券代码：002404 证券简称：嘉欣丝绸 公告编号：2025—048 浙江嘉欣丝绸股份有限公司 关于对外提供担保的进展公告 4.债务人：柳城县恒泰茧丝绸有限责任公司 5.担保最高额：融资金额人民币4,000万元及相应的利息等 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。 一、担保的审议情况 浙江嘉欣丝绸股份有限公司（以下简称"公司"）分别于2025年3月26日和 2025年4月18日召开第九届董事会第九次会议和2024年度股东大会，审议通过了 《关于对外提供担保的议案》。同意公司向浙江金蚕网供应链管理有限公司等四 家控股子公司、参股公司浙江银茂进出口股份有限公司及茧丝绸供应链企业提供 担保，总额度不超过人民币7亿元。在上述额度范围内循环滚动使用，任一期间 内的实际担保余额合计不超过人民币7亿元。有效期自2024年度股东大会审议通 过之日起至2025年度股东大会召开之日止。具体内容详见公司于2025年3月28日 和2025年4月19日在《证券时报》《上海证券报》及巨潮资讯网 (http://cninfo.com.cn)披露的相关公告。 二、担保的进展情况 2 ...

证券代码：002404 证券简称：嘉欣丝绸 公告编号：2025—047 浙江嘉欣丝绸股份有限公司 关于第一期员工持股计划第三批股份锁定期届满的 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。 根据中国证监会《关于上市公司实施员工持股计划试点的指导意见》及《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》等相关规 定，公司第一期员工持股计划第三个锁定期于2025年12月5日届满，现将相关情 况公告如下： 一、第一期员工持股计划持股情况和锁定期 2022年12月6日，公司收到中国证券登记结算有限责任公司深圳分公司出具 的《证券过户登记确认书》，公司开立的"浙江嘉欣丝绸股份有限公司回购专用 证券账户"中所持有的8,953,904股股票（占登记日公司总股本的1.55%）已于2022 年12月5日非交易过户至"浙江嘉欣丝绸股份有限公司—第一期员工持股计划" 专户。具体内容详见公司于2022年12月8日在《证券时报》《上海证券报》及巨 潮资讯网（www.cninfo.com.cn）上披露的《关于第一期员工持股计划非交易过 户完成的公告》（公 ...

Core Insights - The report by Zhiyan Consulting highlights a projected decline in the production of silk and silk-blended fabrics in China, with a forecasted output of 0.2 billion meters by September 2025, representing an 11% year-on-year decrease [1] - Cumulative production from January to September 2025 is expected to reach 1.8 billion meters, reflecting a 7% decline compared to the previous year [1] Industry Overview - The silk industry in China is experiencing a downward trend in production, as indicated by the statistics from the National Bureau of Statistics [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in comprehensive industry research and providing tailored consulting services [1]

Core Viewpoint - Jiaxin Silk announced the election of Mr. Jin Ruoyu as the employee representative director for the ninth board of directors [2] Company Summary - Jiaxin Silk has made a formal announcement regarding the election of a new board member, indicating a potential shift in governance or strategic direction [2]

Group 1 - The company, Jiaxin Silk (SZ 002404), announced that its 14th meeting of the 9th board of directors was held on November 28, 2025, via telecommunication voting, where the proposal for appointing the board secretary was reviewed [1] - For the first half of 2025, Jiaxin Silk's revenue composition was 99.9% from silk, satin, and clothing-related businesses, with other businesses contributing only 0.1% [1] - As of the report date, Jiaxin Silk's market capitalization was 3.9 billion yuan [1]

浙江嘉欣丝绸股份有限公司 关于公司高级管理人员变更及选举职工代表董事的 公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导性 陈述或者重大遗漏。 一、关于公司董事、副总经理、董事会秘书退休离任情况 证券代码：002404 证券简称： 嘉欣丝绸 公告编号：2025—046 浙江嘉欣丝绸股份有限公司(以下简称"公司")董事会于近日收到董事、副 总经理、董事会秘书郑晓女士提交的退休辞任报告。郑晓女士因达到退休年龄， 申请辞去公司第九届董事会董事、副总经理、董事会秘书职务，其辞任申请自送 达公司董事会时生效。郑晓女士退休离任的基本情况如下： | | | | | | 是否继续 在上市公 | 是否存 在未履 | | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时间 | 原定任期 | 离任原 | 司及其控 | 行完毕 | | | | | 到期日 | 因 | 股子公司 | 的公开 | | | | | | | 任职 | 承诺 | | 郑晓 | 董事、副总经理、 | 2025 年 11 月 | 2026 年 8 | 退休 | 1 ...