Group 1: Cost Structure Analysis - In the textile industry, direct material costs constitute the primary component of production costs, accounting for approximately 70%-85% of total costs, which significantly impacts pricing and profitability [1][4] - Fluctuations in raw material prices have a notable effect on cost control and profitability, leading companies to adopt strategies such as centralized purchasing, hedging, and advance stocking to mitigate risks [1] Group 2: Price Transmission Mechanism - The textile industry operates through a supply, manufacturing, and sales chain, where costs from the supply side, including raw materials and labor, are transmitted to the manufacturing side as production costs, which then influence consumer pricing through demand elasticity [4] Group 3: Value Distribution in the Textile Industry - Sales represent the most critical segment of the textile value chain, with downstream apparel and home textile brands holding significant bargaining power, while upstream suppliers have limited negotiation capabilities, resulting in intense price competition and low profitability for textile manufacturers [6] Group 4: Industry Operating Efficiency - From 2015 to 2023, the total profit of China's textile industry has shown a downward trend, indicating weakened profitability; however, in 2024, the total profit for textile enterprises (excluding apparel and chemical fiber) is projected to reach 86.87 billion yuan, reflecting a year-on-year increase of 3.5% after two consecutive years of decline [10] Group 5: Profitability of Textile Enterprises - The gross profit margin in the textile industry exhibits significant quarterly cyclicality, typically fluctuating between 10% and 12%, with November generally showing higher margins above 11%, while May and August tend to have lower margins due to seasonal production and sales factors [11]

Company Overview - The company has over 40 years of experience in the silk industry, with a complete silk industry chain and three major supply chain bases [1][2] - The marketing team consists of over 300 personnel, enhancing the company's competitive advantage compared to single trade or production companies [2] Export and Market Share - The company's revenue from the U.S. market accounts for approximately 15%, indicating a relatively low share in the overall revenue [3] - The company has invested over 140 million CNY in overseas supply chain layout since 2019, with overseas production capacity expected to reach 8-9 million pieces, increasing the overseas capacity share from about 25% to 40-45% [4] Domestic Brand Performance - The domestic brand "Jin San Ta," a century-old "Chinese Time-honored Brand," focuses on pure silk products and has gained popularity among young consumers, maintaining a good growth trend in 2025 [5][6] Supply Chain Platform - The "Jin Can Wang" platform serves as a supply chain platform for the silk industry, providing online trading and comprehensive supply chain services, helping small and medium enterprises with financing and logistics [7] Hardware Business - The hardware segment, primarily through subsidiaries, has achieved over 100 million CNY in profit over the past three years, with strong growth potential [8][9] Asset Situation - The company owns substantial assets, including a production base covering over 500 acres and various properties for rental, contributing to additional revenue as urbanization progresses [10] Dividend Policy - The company has distributed a total of 1.452 billion CNY in dividends since its listing, maintaining a high dividend yield and planning to continue this policy in the future [11]

证券代码：002404 证券简称：嘉欣丝绸 公告编号：2025—026 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 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（以下简称"银茂进出口"） 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 1.2025年5月15日，公司与中国银行股份有限公司嘉兴分行（以下简称"中 ...

Textile Industry Overview - The textile industry in China has a wide range of products, with import and export statistics categorized under the HS codes specified by the World Customs Organization [1] - The total import and export value of the textile industry in China has shown significant fluctuations from 2015 to 2024, with a notable decline in trade scale in 2023 [2] Import Situation - From 2015 to 2024, the import value of China's textile industry fluctuated between 21 billion to 28 billion USD, peaking at 27.73 billion USD in 2021, a 20.2% increase year-on-year [4] - The textile imports have been on a downward trend from 2022 to 2024, with a significant drop of 58.1% in the first two months of 2025 compared to the same period last year [4] Export Situation - The export scale of China's textile industry has remained substantial, consistently around 300 billion USD over the past decade, increasing from 262.87 billion USD in 2016 to 323.34 billion USD in 2022, with a compound annual growth rate of 3.51% [8] - In 2023, exports to major markets such as the US, EU, and Japan decreased by 9.2%, but are projected to rebound to 301.10 billion USD in 2024, a 2.5% increase year-on-year [11] - The export value in the first two months of 2025 was 42.88 billion USD, reflecting a 4.9% decline compared to the same period in 2024 [11] Price Trends - The price index for imported textile products has shown fluctuations, with a maximum variation of less than 10% from 2015 to 2024, and a 2.47% decrease in 2024 compared to the previous year [6] - The export price index for textile products has also experienced volatility, with a notable increase of 10.27% in December 2022, while the index for 2024 was recorded at 94.03, indicating a decline for two consecutive years [12]

证券代码：002404 证券简称：嘉欣丝绸 公告编号：2025—025 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 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 2025年5月9日，公司与中国农业银行股份有限公司嘉兴秀洲支行（以下简称 "农业银行"）签订《保证合 ...

投资者： 董秘您好：商务部等6部门关于进一步优化离境退税政策扩大入境消费的通知。增加老字号产 品、中国消费名品、非遗产品、工艺美术产品、地理标志产品、文化创意产品、名优特产，请问贵公司 那些产品参加离境退税销售？ 董秘： 您好！感谢您对公司的关注。公司的内销品牌"金三塔"为"中华老字号"，在金三塔品牌线下门 店销售的产品可享受离境退税政策。 投资者： 董秘您好：商务部等6部门关于进一步优化离境退税政策扩大入境消费的通知。请问贵公司有 出口退税一类资质？ 董秘： 您好！感谢您对公司的关注。公司为出口退税一类资质企业。 截至2025年4月30日收盘，嘉欣丝绸(002404)报收于5.89元，下跌0.67%，换手率2.69%，成交量12.28万 手，成交额7307.14万元。 董秘最新回复 投资者： 请问公司是否有金蚕网，是电商平台吗？ 董秘： 您好！感谢您对公司的关注。公司拥有的"金蚕网"（中国茧丝绸交易市场）是中国茧丝绸行业 最具影响力的产业互联网平台，被誉为丝绸原料价格的"风向标"，"金蚕网"开展"网上交易、金融服 务、仓储物流、协同贸易、信息门户"五大服务，主要为茧丝绸行业企业提供安全、高效、便捷的网上 交 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002404 证券简称：嘉欣丝绸 公告编号：2025一023 本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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第一季度报告是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ （二） 非经常性损益项目和金额 √适用 □不适用 单位：元 ■ 其他符合非经常性损益定义的损益项目的具体情况 □适用 √不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的情况说明 □适用 √不适用 公司不存在将《公开发行证券的公司信息披露解释性公告 ...

证券代码：002404 证券简称：嘉欣丝绸 公告编号：2025—022 浙江嘉欣丝绸股份有限公司 第九届董事会第十次会议决议公告 本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。 浙江嘉欣丝绸股份有限公司（以下简称"公司"）第九届董事会第十次会议 的通知于2025年4月18日以邮件方式发出，董事会于2025年4月25日以通讯表决方 式召开。会议应参加董事9人，实际参加董事9人，会议由董事长周国建先生主持。 本次会议的召集、召开符合《公司法》和《公司章程》的有关规定。经与会董事 认真审议，通过了如下决议： 一、以9票赞成、0票反对、0票弃权的表决结果审议通过了《公司2025年第 一季度报告的议案》 《公司 2025 年第一季度报告》详见巨潮资讯网（www.cninfo.com.cn）。 本议案无需提交公司股东大会审议。 二、以 9 票赞成、0 票反对、0 票弃权的表决结果审议通过了《选举公司第 九届董事会联席董事长的议案》 《选举公司第九届董事会联席董事长的公告》详见刊登于 2025 年 4 月 26 日的《证券时报》《上海证券报》及巨潮资讯网（www.cninf ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥1,192,652,546.74, representing a 2.05% increase compared to ¥1,168,661,303.07 in the same period last year[5] - Net profit attributable to shareholders was ¥49,488,402.04, up 2.06% from ¥48,488,014.08 year-on-year[5] - The net profit for the first quarter of 2025 is not explicitly stated but is implied to be positive based on the increase in retained earnings to RMB 708,155,053.09 from RMB 658,666,651.05, a growth of approximately 7.5%[18] - Net profit for the current period was ¥51,418,266.54, slightly up from ¥51,169,677.73 in the previous period, reflecting a growth of 0.5%[20] - Total comprehensive income for the current period was ¥51,416,498.74, compared to ¥51,169,870.57 in the previous period, reflecting a slight increase of 0.5%[20] Cash Flow and Assets - The net cash flow from operating activities decreased by 39.02% to ¥143,886,509.30, down from ¥235,939,751.20 in the previous year[5] - Cash flow from operating activities generated a net amount of ¥143,886,509.30, down from ¥235,939,751.20 in the previous period, indicating a decrease of 38.8%[22] - Cash and cash equivalents decreased to RMB 735,200,594.29 from RMB 776,209,650.96, a decline of approximately 5.5%[17] - Cash and cash equivalents at the end of the period totaled ¥569,384,477.25, down from ¥886,863,060.59 at the end of the previous period, a decrease of 35.8%[23] Assets and Liabilities - Total assets at the end of the reporting period increased by 3.07% to ¥3,470,074,823.50 from ¥3,366,793,502.41 at the end of the previous year[5] - Current assets totaled RMB 2,496,729,080.04, up from RMB 2,383,312,643.74, indicating a growth of about 4.73%[17] - Total liabilities increased to RMB 1,340,376,414.60 from RMB 1,278,857,592.25, marking an increase of about 4.82%[18] - Short-term borrowings rose to RMB 825,044,081.99 from RMB 673,105,875.20, an increase of approximately 22.5%[18] - The company's total equity reached RMB 2,129,698,408.90, up from RMB 2,087,935,910.16, reflecting an increase of about 2%[18] Investment and Financial Activities - The company reported a significant increase in trading financial assets, which rose by 664.06% to ¥304,717,376.00 due to investments in short-term financial products[9] - Investment income increased by 145.41% to ¥793,826.88, attributed to the distribution of certain investment projects[10] - The company experienced a 171.78% increase in credit impairment losses, amounting to ¥10,700,726.66, due to higher provisions for bad debts[10] - The company's financial expenses showed a net income of -¥5,060,319.32, compared to -¥3,766,920.34 in the previous period, indicating a worsening in financial performance[19] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 29,642[13] Operational Highlights - The company has not reported any new product launches or significant market expansion strategies in this quarter[16] - The first quarter report has not been audited[24] - The new accounting standards will be implemented starting in 2025[25]

嘉欣丝绸（002404）公告，2025年第一季度营业收入11.93亿元，同比增长2.05%。净利润4948.84万 元，同比增长2.06%。 ...