Core Viewpoint - The article provides insights into the performance of the constituents of the S&P China A-Share Dividend Opportunity Index, highlighting the top-performing stocks based on daily and year-to-date gains, as well as their dividend yields. Group 1: Stock Performance - The top stock by daily gain is Jianlin Home (建霖家居) with a daily increase of 6.15% and a year-to-date increase of 13.83% with a dividend yield of 3.89% [6] - Tianshan Aluminum (天山铝业) shows a significant year-to-date increase of 87.79% with a daily gain of 4.79% and a dividend yield of 2.92% [6] - Yiyi Co. (依依股份) has a year-to-date increase of 94.66% with a daily gain of 4.75% and a dividend yield of 2.80% [6] Group 2: Dividend Yields - The article lists several companies with notable dividend yields, including Nanshan Aluminum (南山铝业) at 8.36% and Semir Apparel (森马服饰) at 9.03% [6] - Other companies with competitive dividend yields include Jiangsu Guotai (江苏国泰) at 5.33% and Xiamen Bank (厦门银行) at 3.90% [6] - The overall dividend yield for the index is reported at 4.85% [2]

证券日报网讯12月19日，森马服饰（002563）在互动平台回答投资者提问时表示，公司会结合业务发展 实际需要，进行审慎管理和动态优化，提升公司资源的利用效能。 ...

Core Viewpoint - Semir Apparel's stock price has shown fluctuations, with a recent increase of 2.17% despite a year-to-date decline of 13.19% [1] Group 1: Stock Performance - As of December 19, Semir Apparel's stock price reached 5.66 CNY per share, with a trading volume of 1.49 billion CNY and a market capitalization of 15.249 billion CNY [1] - The stock has experienced a 3.28% increase over the last five trading days, a 2.75% decrease over the last 20 days, and a 3.66% increase over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Semir Apparel reported a revenue of 9.844 billion CNY, representing a year-on-year growth of 4.74%, while the net profit attributable to shareholders was 537 million CNY, a decrease of 28.90% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 12.585 billion CNY, with 2.694 billion CNY distributed over the last three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 20.28% to 49,900, while the average circulating shares per person decreased by 16.86% to 44,299 shares [2] - The seventh largest circulating shareholder, Hong Kong Central Clearing Limited, held 87.3554 million shares, a decrease of 84.364 million shares compared to the previous period [3] Group 4: Business Overview - Semir Apparel, established on February 5, 2002, and listed on March 11, 2011, specializes in apparel design, outsourcing production, marketing, and distribution, with a product focus on Semir brand casual wear and Balabala brand children's clothing [1] - The company's revenue composition includes 70.15% from children's clothing, 28.02% from casual wear, and 1.83% from other categories [1] - Semir Apparel operates within the textile and apparel industry, specifically in non-sports clothing, and is associated with various concepts such as digital economy and cross-border e-commerce [1]

证券日报网讯12月17日，森马服饰（002563）在互动平台回答投资者提问时表示，截至目前，公司未收 到股东增持计划。 ...

Investment Rating - The report maintains a "Neutral" rating for the light industry manufacturing and textile apparel sectors [4][37] - The report recommends an "Overweight" rating for specific companies including Oppein Home (603833), Sophia (002572), Explorer (300005), Semir Apparel (002563), Guibao Pet (301498), and Zhongchong Co., Ltd. (002891) [4][37] Core Insights - The central economic work conference emphasized the importance of domestic demand as the primary driver for the economy in the coming year, focusing on building a strong domestic market [10][36] - The report highlights the expectation of continued policies to stimulate consumption, particularly in the automotive, home appliance, and home furnishing sectors, as well as support for real estate [3][36] - The report notes that the easing of U.S.-China trade tensions and the Federal Reserve's interest rate cuts are likely to improve export chain orders, suggesting a positive outlook for companies with strong overseas production capabilities and brand power [4][37] Industry News - The central economic work conference took place in Beijing, outlining key tasks for the upcoming year, including innovation-driven growth and coordinated development [10] - A notification was issued to strengthen collaboration between commerce and finance to boost consumption [10] Important Company Announcements - Jian Sheng Group announced an investment of 818 million yuan in Egypt for capacity construction [28] - Ribo Fashion plans to acquire a 71% stake in Yindile through a combination of stock issuance and cash payment totaling 1.42 billion yuan [28] Market Review - From December 8 to December 12, the light industry manufacturing sector underperformed the CSI 300 index by 0.96 percentage points, while the textile apparel sector lagged by 2.49 percentage points [28][32] - The report identifies the top-performing stocks in the light industry and textile sectors during the same period, highlighting significant fluctuations in individual stock performances [29][32]

Core Viewpoint - Semir Apparel (002563.SZ) has not opened any offline stores in Taiwan, while it has established physical stores for its brands Semir and Balabala in Fujian Province. Consumers can also purchase products through third-party e-commerce platforms such as Tmall, JD.com, and Douyin [1] Group 1 - The company has confirmed the absence of offline stores in Taiwan [1] - Semir and Balabala brands have physical stores in Fujian Province [1] - Products are available for purchase on major e-commerce platforms [1]

截至发稿，森马服饰市值为151亿元。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 王晓波） 每经AI快讯，森马服饰（SZ 002563，收盘价：5.61元）12月9日晚间发布公告称，公司第六届第十八次 董事会会议于2025年12月8日在公司召开。会议审议了《关于修订、制定公司相关治理制度的议案》等 文件。 2025年1至6月份，森马服饰的营业收入构成为：服装业占比98.17%，其他业务占比1.83%。 ...

浙江森马服饰股份有限公司 与控股股东定期沟通制度 第一章 总则 第一条 为保证浙江森马服饰股份有限公司（以下简称"公司"）全体股东、 公司员工、社会及其他相关方的利益，并确保公司发展战略和路径与全体股东的 利益一致，根据《中华人民共和国公司法》、《中华人民共和国证券法》、《深圳证 券交易所股票上市规则》等有关法律、法规及《浙江森马服饰股份有限公司》（以 下简称"《公司章程》"）的规定，特此制订本制度。 （三）在公司股东名册中持股数量最多的股东； （四）中国证监会认定的其他情形。 第二条 公司董事会是公司控股股东定期沟通的管理机构，董事会秘书是控 股股东定期沟通工作的负责人，负责安排沟通的内容、时间、地点与方式。 第三条 公司证券部是控股股东定期沟通工作的日常办事机构，负责控股股 东沟通文件的准备、记录、收集和存管工作。 第四条 本制度所称"控股股东"是指具备下列条件之一的股东： （一）直接持有的股份占公司股本总额 50%以上的股东； （二）直接持有股份的比例虽然不足公司股本总额的 50%，但其持有的股 份所享有的表决权已足以对股东会的决议产生重大影响的股东； 第二章 沟通原则 第五条 控股股东沟通过程中对公司 ...

浙江森马服饰股份有限公司 内幕信息及知情人管理制度 第一章 总则 第一条 为进一步规范浙江森马服饰股份有限公司（以下简称"公司 "）的内幕信息 保密工作，加强内幕信息管理，保护广大投资者的合法权益，根据《中华人民共和国公司 法》、《中华人民共和国证券法》（以下简称"《证券法》"）、《深圳证券交易所股票上市规 则》以及《浙江森马服饰股份有限公司章程》（以下简称"公司章程"）、《浙江森马服饰股份 有限公司信息披露管理制度》等有关法律、法规、规范性文件的相关规定，特制订本制度。 第二条 公司董事会是内幕信息的管理机构，公司董事会秘书负责实施公司内幕信息 保密管理工作，公司证券部负责公司内幕信息知情人档案管理工作，应当保证内幕信息知 情人档案真实、准确和完整。公司董事、高级管理人员及公司各部门（包括事业部、分公司、 子公司）的负责人均应做好内幕信息的保密工作。未经董事会秘书审核、董事长批准同意， 公司任何部门和个人不得向外界泄露、报道、传送有关公司内幕信息。 第三条 本制度适用于本公司内幕信息知情人，即在公司内幕信息公开前，直接或 间接知悉公司内幕信息的单位或个人。 第二章 内幕信息及内幕信息知情人范围 5 （6） ...

浙江森马服饰股份有限公司 董事会议事规则 第一条 宗旨 为了进一步规范浙江森马服饰股份有限公司（以下简称"公司"）董 事会的议事方式和决策程序，促使董事和董事会有效地履行其职责， 提高董事会规范运作和科学决策水平，根据《中华人民共和国公司法》、 《中华人民共和国证券法》、《上市公司治理准则》、《深圳证券交 易所股票上市规则》（以下简称"上市规则"）和公司章程的有关规 定，制订本规则。 第二条 董事会秘书 董事会下设董事会秘书，负责公司股东会和董事会会议的筹备及文件 保管、公司股东资料的管理、办理信息披露事务、投资者关系工作等 事宜。 董事会秘书作为公司高级管理人员，为履行职责有权参加相关会议， 查阅有关文件，了解公司的财务和经营等情况。董事会及其他高级管 理人员应当支持董事会秘书的工作。任何机构及个人不得干预董事会 秘书的正常履职行为。 第三条 定期会议 董事会会议分为定期会议和临时会议。 董事会每年应当至少在上下两个半年度各召开一次定期会议，由董事 长召集，于会议召开十日以前书面通知（包括邮件、传真或专人送达 方式）全体董事。 董事长在拟定提案前，应当视需要征求经理和其他高级管理人员的意 见。 第五条 临时 ...