12月19日，嘉麟杰盘中上涨2.02%，截至10:09，报3.03元/股，成交2625.09万元，换手率1.07%，总市值 24.98亿元。 机构持仓方面，截止2025年9月30日，嘉麟杰十大流通股东中，中信保诚多策略混合(LOF)A（165531） 位居第八大流通股东，持股333.33万股，为新进股东。 责任编辑：小浪快报 资料显示，上海嘉麟杰纺织品股份有限公司位于上海市金山区亭林镇亭枫公路1918号，成立日期2001年 1月20日，上市日期2010年10月15日，公司主营业务涉及主要从事高端针织面料的生产和销售,兼营针织 面料成衣的生产和销售。主营业务收入构成为：成衣69.29%，面料30.57%，其他0.14%。 嘉麟杰所属申万行业为：纺织服饰-服装家纺-运动服装。所属概念板块包括：微盘股、体育产业、小 盘、抗菌面料、低价等。 截至9月30日，嘉麟杰股东户数4.95万，较上期减少0.64%；人均流通股16561股，较上期增加0.64%。 2025年1月-9月，嘉麟杰实现营业收入9.18亿元，同比增长3.49%；归母净利润5199.58万元，同比增长 205.46%。 分红方面，嘉麟杰A股上市后累计派现1 ...

每经AI快讯，嘉麟杰（SZ 002486，收盘价：3.16元）发布公告称，2025年12月5日上午9:30-11:30，嘉 麟杰接受中信证券股份有限公司等投资者调研，公司总经理王仓等人参与接待，并回答了投资者提出的 问题。 2025年1至6月份，嘉麟杰的营业收入构成为：工业占比100.0%。 截至发稿，嘉麟杰市值为26亿元。 每经头条（nbdtoutiao）——手机不再需要淘宝、微信、美团、携程？豆包手机助手掀翻超级App牌桌， 攻防战全面开打 （记者 张明双） ...

证券代码：002486 证券简称：嘉麟杰 上海嘉麟杰纺织品股份有限公司 投资者关系活动记录表 编号：2025-02 | | 6、公司毛利率波动的原因？ | | --- | --- | | | 公司毛利率波动的影响因素主要是以下四点：一是成本端 | | | 原材料占比70%左右，国际局势变化造成原材料价格的波动； | | | 二是下游大客户议价能力较强，导致毛利存在部分波动；三是 | | | 生产地处上海，人工成本对毛利产生部分影响；四是工厂智能 | | | 化设备的布局会阶段性短期增加部分生产成本。目前，从已披 | | | 露数据看公司经营业绩稳中有升，从中长期看，功能性面料需 | | | 求的增长，运动休闲服饰的持续主流化，均将有利于公司未来 | | 发展。 | | | | 7、公司原材料采购中纱线各种类的占比？ | | | 答：具体原料占比不便透露，总体以羊毛为主。 | | | 8、羊毛涨价是否会对毛利有较大影响？ | | | 答：首先，羊毛涨价意味着羊毛产品市场需求旺盛，带动 | | | 公司产品需求。另外，为应对羊毛价格上涨，公司通常与供应 | | | 商协定长单锁价，结合羊毛较长的生长周期，锁价期限 ...

Group 1 - Four companies have received court approval for restructuring investments [2] - Aowannianqing's product, Zhongzubei Dingchuan Wan, focuses on treating respiratory issues [2] - Beida Pharmaceutical has expanded its business scope to include both chemical synthesis and biopharmaceuticals [2] - Zhongheng Group's subsidiary acquired a technology for treating chronic heart failure for 55 million yuan [2] - Huaren Health is focused on the pharmaceutical distribution industry, with Alibaba Health as a significant shareholder [2] - Haiwang Biological is one of the largest national pharmaceutical commercial enterprises in China [2] - Fuyuan Pharmaceutical's Lansoprazole enteric-coated capsules have been approved for registration [2] - People's Tongtai is the largest pharmaceutical commercial company in Heilongjiang Province [2] - Yinghe Group is a regional leader in pharmaceutical distribution in Zhejiang Province [2] - Ruikang Pharmaceutical has completed special item approval for the import of Evusheld, a COVID-19 prevention drug [2] - Jindike is one of the first companies to achieve the approval and sale of quadrivalent influenza vaccines [2] Group 2 - Dairong has completed the transfer of shares with Zhongdao Chenying [3] - Boyong Generation is a leader in the domestic ETC chip field [3] - Wantong Development plans to invest 854 million yuan to acquire a 62.98% stake in Shudu Technology [3] - Mingwei Electronics collaborates with major manufacturers for chip production [3] - Qipilong is a leading Chinese men's clothing brand [3] - Dongxin Co. is one of the few companies in mainland China providing complete solutions for NAND, NOR, and DRAM chips [3] - The National Space Administration has issued a plan to promote the high-quality development of commercial aerospace [3] - Sanwei Tiandi has clients including China Aerospace for its digital inspection and testing management services [3] - Leike Defense has developed a comprehensive satellite application business [3] - Tianqimo has sufficient orders for its aviation parts business [3] Group 3 - The implementation plan to enhance the adaptability of supply and demand for consumer goods has been issued [4] - Maoye Commercial is a retail market leader in Hohhot [4] - Jialinjie is a leader in functional fabrics for outdoor sports [4] - Xueqi Electric specializes in the production of refrigerators and commercial display cabinets [4] - Guangbai Co. is the largest department store chain in Guangzhou [4] - Mengjie Co. has launched the first children's home textile brand in the industry [4] - Juran Smart Home has signed a strategic cooperation agreement following the chairman's passing [4] - Haixin Food is a leading company in the frozen fish ball market [4] - Sanjiang Shopping is the largest local supermarket chain in Zhejiang Province [4] - Jiangxi Province's first listed company in the commercial circulation industry is Guoguang Chain [4] Group 4 - The company is a leading e-commerce platform for liquor, with various brand partnerships [5] - Shiji Group plans to acquire a 95% stake in Fujian Shuchuan Ming Shang for 184.6 million yuan [5] - Laizhi Group specializes in new materials for construction additives [5] - Dahua Intelligent has developed a complete quantum secure satellite internet communication solution [5] - Haitong Development operates dry bulk shipping services across over 200 ports [5] - Qingshan Paper is a major supplier of optical communication modules and components [5] Group 5 - Ningbo Color Masterbatch has launched a high-transparency POE film crosslinking masterbatch [6] - BOLE FREE STARS' app surpassed 10 million downloads in its first week [6] - Hainan Free Trade Port is set to launch on December 18 [6] - Hainan Ruize focuses on concrete and new wall materials production [6] - Tianpu Co. has completed the transfer of shares with Zhonghuang Chenying [6] - Longsao Technology has increased its sales contract for lithium iron phosphate materials significantly [6] Group 6 - The company has developed energy storage products covering various systems and collaborated with international wind power leaders [7] - Huanyue Century has established an AI joint laboratory for content production [7] - Luoping Zinc Electric is the only enterprise in the zinc smelting industry with a tri-production model [7] - Meiyan Jixiang operates seven hydropower stations in Guangdong [7] - Qingshang Co. has developed smart city products using streetlights as a platform [7] - Meike Home focuses on domestic retail and international wholesale of home products [7] Group 7 - Chitianhua is the largest methanol producer in Guizhou, with an annual capacity of 300,000 tons [8] - Weiyuan Co. is the largest producer of phenol and acetone in China [8] - Teli A is controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [8] - Hongmian Co. is a state-owned enterprise in Guangzhou focusing on daily chemical products [8] - Zhonghuan Hailu produces various industrial metal forgings for multiple sectors [8]

Core Viewpoint - The textile and apparel sector showed significant upward movement on the 26th, with several companies reaching their daily price limits, indicating strong market interest and potential recovery in the sector [1] Group 1: Textile Manufacturing - By 2025, the textile manufacturing and branding sectors faced external pressures, including tariff impacts and macroeconomic challenges, yet leading companies demonstrated strong operational resilience [1] - The gradual easing of tariff disruptions is expected to support long-term growth trends in the manufacturing sector, with positive order outlooks for leading OEMs in 2026, suggesting a potential recovery in profitability [1] - Some leading companies still possess considerable valuation recovery potential, indicating investment opportunities in the manufacturing segment [1] Group 2: Brand Apparel - The brand apparel sector can learn from the experiences of overseas leading brands that successfully navigated the 2008 financial crisis, suggesting that local brands may capitalize on operational improvements during the retail recovery phase [1] - The focus on enhancing internal capabilities during downturns may position local brands favorably to benefit from the anticipated retail recovery [1] Group 3: Outdoor Sports Segment - The outdoor footwear and apparel segment is identified as one of the most promising areas within the industry, showing a trend of accelerated growth [1] - In addition to outdoor footwear and apparel, certain outdoor equipment segments are also experiencing high growth cycles, indicating a robust market environment [1]

Core Viewpoint - The recent annual investment strategy conference held by Shenwan Hongyuan featured an outdoor clothing sale, which attracted attention but was stated to have no significant impact on the conference itself [4][5]. Company Overview - Shenwan Hongyuan hosted its annual investment strategy conference at the Grand Hyatt Hotel in Shanghai, with over 1,900 investors and representatives from 518 listed companies in attendance [8]. - The conference included a main forum and 12 sub-forums covering various core areas such as asset allocation, high-end manufacturing, artificial intelligence, consumption, and cyclical sectors [8]. Market Outlook - The macroeconomic outlook for 2026 suggests that the "15th Five-Year Plan" will accelerate reform dividends, with nominal GDP expected to improve and the economy transitioning from atypical recovery to a virtuous cycle [10]. - The strategy indicates a two-phase bull market for A-shares, with an initial high-level adjustment followed by a comprehensive bull market in the second half of 2026 [10]. - The bond market is anticipated to experience fluctuations, focusing on "asset allocation rebalancing" and "price recovery" as key themes for 2026 [10].

Core Viewpoint - The company is focused on high-end outdoor functional fabrics and apparel, with a commitment to expanding its market presence in Europe [1] Group 1 - The company serves over 50 countries and regions, including the European Union, through direct and indirect clients [1] - The company offers functional fabric products that meet European customer demands, such as lightweight warmth, pilling resistance, anti-static properties, and breathability [1] - The company plans to continue its efforts to explore the European market further [1]

Core Insights - Shanghai Jialinjie Textile Co., Ltd. reported strong financial performance for the first three quarters of 2025, with revenue of 918 million yuan, a year-on-year increase of 3.49%, and a net profit of 56.83 million yuan, representing a significant growth of 213.66% [1] - The company is well-positioned to benefit from national policies aimed at upgrading traditional industries, particularly in the textile and apparel sector, which is being encouraged to evolve towards high-end, intelligent, and green development [2] - Jialinjie has enhanced its core competitiveness through smart and green manufacturing initiatives, including the establishment of a smart factory and recognition as a national-level "green factory" [3] - The company has strengthened its supply chain resilience and global competitiveness by integrating its production processes and collaborating with international brands, which contributes to its market position [4] Financial Performance - For the first three quarters of 2025, Jialinjie achieved an operating income of 918 million yuan, reflecting a 3.49% year-on-year growth [1] - The net profit reached 56.83 million yuan, with a net profit attributable to shareholders of 51.99 million yuan, marking increases of 213.66% and 205.46% respectively [1] - The sales net profit margin improved to 6.19%, indicating a significant enhancement in profitability [1] Industry Trends - The Chinese government has prioritized the construction of a modern industrial system, emphasizing the need for high-end, intelligent, and green development in traditional industries like textiles [2] - Jialinjie's strategic alignment with national policies positions it favorably for growth in the evolving market landscape [2] Competitive Advantages - The company’s smart factory project has been recognized as a "first batch of excellent smart factories," utilizing IoT and digital twin technologies to optimize production processes [3] - Jialinjie is the first company in mainland China to join the Bluesign Alliance and has received multiple international certifications, enhancing its reputation in sustainable manufacturing [3] - The integration of its supply chain from fiber to finished products allows for comprehensive control and innovation, exemplified by its collaboration with PrimaLoft on sustainable fabric solutions [4]

Core Insights - The apparel and home textile sector increased by 0.93% on October 31, with Aokang International leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Stock Performance - Aokang International (603001) closed at 9.01, up 10.01% with a trading volume of 233,400 shares and a transaction value of 205 million yuan [1] - Other notable gainers included: - Jialinjie (002486) at 3.02, up 5.59% [1] - Kute Intelligent (300840) at 19.02, up 4.74% [1] - Bangjie Co. (002634) at 5.08, up 4.10% [1] - Conversely, Meibang Fashion (002269) saw a significant decline of 10.16%, closing at 2.21 with a trading volume of 3,501,900 shares and a transaction value of 780 million yuan [2] Capital Flow - The apparel and home textile sector experienced a net outflow of 101 million yuan from institutional investors and 137 million yuan from speculative funds, while retail investors contributed a net inflow of 239 million yuan [2] - Notable capital flows included: - Langzi Co. (002612) had a net inflow of 51.68 million yuan from institutional investors [3] - Jialinjie (002486) saw a net inflow of 32.02 million yuan from institutional investors [3] - Aokang International (603001) had a net inflow of 28.18 million yuan from institutional investors [3]

Core Viewpoint - Jia Lin Jie is a leading company in the high-end knitted fabric sector in China, with a comprehensive production capability from fabric to finished garments, and it ranks second in revenue within its industry while achieving the highest net profit [1][2]. Group 1: Business Performance - In Q3 2025, Jia Lin Jie reported a revenue of 918 million yuan, ranking 2nd in the industry, surpassing the industry average of 770 million yuan and the median of 771 million yuan, with the top competitor, Tansuo, achieving 953 million yuan [2]. - The main business composition includes finished garments generating 427 million yuan, accounting for 69.29%, and fabrics generating 188 million yuan, accounting for 30.57% [2]. - The net profit for the same period was 56.84 million yuan, ranking 1st in the industry, exceeding the industry average of 32.09 million yuan and the median of 26.54 million yuan, while the second competitor, Tai Mu Shi, reported a net profit of 34.54 million yuan [2]. Group 2: Financial Ratios - As of Q3 2025, Jia Lin Jie had a debt-to-asset ratio of 16.20%, lower than the previous year's 17.01% and below the industry average of 27.29% [3]. - The gross profit margin for Q3 2025 was 23.23%, an increase from 22.70% in the previous year, but still below the industry average of 36.29% [3]. Group 3: Executive Compensation - The chairman, Yang Xi, received a salary of 849,700 yuan in 2024, a decrease of 11,900 yuan from 2023 [4]. - The president, Yang Shibin, earned 2,594,300 yuan in 2024, a slight decrease of 700 yuan from the previous year [4]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 0.64% to 49,500, while the average number of circulating A-shares held per account increased by 0.64% to 16,600 [5]. - Among the top ten circulating shareholders, CITIC Prudential Multi-Strategy Mixed (LOF) A ranked as the eighth largest shareholder, holding 3.333 million shares as a new shareholder [5].