登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002634 证券简称：棒杰股份 公告编号：2025-099 浙江棒杰控股集团股份有限公司关于控股子公司涉及重大诉讼的进展暨累计诉讼案件进展情况的公告 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、误导性陈述或者重大 遗漏。 重要内容提示： 1、案件所处的诉讼阶段：送达一审判决，在上诉期内 2、上市公司控股子公司所处的当事人地位：被告 3、涉案金额：5470.51万元（不含尚未明确的涉案金额） 4、对上市公司损益产生的影响：本次判决为一审判决，截至本公告披露日尚未生效，对公司本期利润 或期后利润的影响存在不确定性，公司将依据有关会计准则的要求和届时的实际情况进行相应的会计处 理，最终影响以会计师事务所审计确认后的财务报告为准。公司将根据案件进展情况及时履行信息披露 义务。 浙江棒杰控股集团股份有限公司（以下简称"公司"）控股子公司于近日收到江苏省扬州经济技术开发区 人民法院送达的（2024）苏1091民初1092号《民事判决书》。现将有关情况公告如下: 一、控股子公司涉及重大诉讼的进展情况 法院判决结果如下： 1、被告扬州棒 ...

证券代码：002634 证券简称：棒杰股份 公告编号：2025-099 浙江棒杰控股集团股份有限公司 关于控股子公司涉及重大诉讼的进展 暨累计诉讼案件进展情况的公告 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、误导性陈述或者重大遗漏。 重要内容提示： 1、案件所处的诉讼阶段：送达一审判决，在上诉期内 2、上市公司控股子公司所处的当事人地位：被告 3、涉案金额：5470.51万元（不含尚未明确的涉案金额） 4、对上市公司损益产生的影响：本次判决为一审判决，截至本公告披露日 尚未生效，对公司本期利润或期后利润的影响存在不确定性，公司将依据有关会 计准则的要求和届时的实际情况进行相应的会计处理，最终影响以会计师事务所 审计确认后的财务报告为准。公司将根据案件进展情况及时履行信息披露义务。 浙江棒杰控股集团股份有限公司（以下简称"公司"）控股子公司于近日收 到江苏省扬州经济技术开发区人民法院送达的（2024）苏1091民初1092号《民事 判决书》。现将有关情况公告如下: 一、控股子公司涉及重大诉讼的进展情况 （一）本次重大诉讼的基本情况 公司于2025年4月26日披露了《关于累计诉讼、 ...

Market Overview - The apparel and home textile sector declined by 1.12% on September 25, with Taimushi leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers included: - Qipilong (002029) with a closing price of 9.35, up 10.00% and a trading volume of 352,100 shares, totaling 324 million yuan [1] - ST Jinbi (002762) closed at 9.09, up 4.97% with a trading volume of 107,900 shares, totaling 97.27 million yuan [1] - ST Qibu (603557) closed at 2.60, up 4.84% with a trading volume of 245,400 shares, totaling 6.38 million yuan [1] - Major decliners included: - Taijing (001234) with a closing price of 32.20, down 10.01% and a trading volume of 47,000 shares, totaling 152 million yuan [2] - Hongdou (600400) closed at 3.61, down 5.74% with a trading volume of 3,849,700 shares, totaling 139.8 million yuan [2] - Tanluo (300005) closed at 8.70, down 4.81% with a trading volume of 511,700 shares, totaling 45.5 million yuan [2] Capital Flow - The apparel and home textile sector experienced a net outflow of 402 million yuan from institutional investors, while retail investors saw a net inflow of 373 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Notable net inflows from institutional investors included: - Wanlima (300591) with a net inflow of 19.84 million yuan, representing 3.74% of total capital [3] - Zhiyaomeijia (003041) with a net inflow of 15.00 million yuan, representing 13.59% of total capital [3] - Kute Intelligent (300840) with a net inflow of 14.64 million yuan, representing 5.30% of total capital [3] - Conversely, significant net outflows from retail investors were observed in: - Zhiyaomeijia (003041) with a net outflow of 9.21 million yuan, representing -8.34% of total capital [3] - Kute Intelligent (300840) with a net outflow of 1.07 million yuan, representing -0.39% of total capital [3]

Core Viewpoint - Bangjie Co., Ltd. is facing significant financial difficulties due to failed investments in the photovoltaic sector, leading to a substantial arbitration ruling requiring the company to pay 326 million yuan in compensation to its investor, Huanzhi Lake Zhuguang [1][2][3] Financial Challenges - As of June 30, 2025, the company's debt-to-asset ratio reached 98.48%, indicating severe financial strain [1][7] - The company has reported cumulative losses of approximately 910 million yuan over the past two and a half years, with net losses of 88 million yuan in 2023, 672 million yuan in 2024, and 150 million yuan in the first half of 2025 [1][7] Investment and Operational Issues - In 2023, Huanzhi Lake Zhuguang invested 300 million yuan in Bangjie New Energy for photovoltaic projects, but the expected operational performance was not met, leading to a breach of contract [4][5] - The main business revenue of Bangjie New Energy was only 473 million yuan by November 30, 2024, significantly below the agreed revenue targets [4] Legal and Arbitration Developments - The company has received a final arbitration ruling mandating the payment of 326 million yuan to Huanzhi Lake Zhuguang, which has created additional financial pressure [2][3] - The company's subsidiary, Yangzhou Bangjie New Energy, is facing judicial freezing of its equity, with claims amounting to 820 million yuan due to a loan dispute with Industrial Bank [5][6] Strategic Missteps - Bangjie Co., Ltd. aggressively expanded into the photovoltaic sector, announcing investments totaling 10.6 billion yuan within a short period, raising concerns from the market given its limited financial resources [6][7] - The company originally focused on seamless clothing, which provided stable but modest profits, but the shift to the photovoltaic industry has resulted in increased financial pressure and operational challenges [7][8]

Market Overview - The apparel and home textile sector experienced a slight decline of 0.1% on September 24, with Taimushi leading the drop [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Top Gainers in the Sector - Hongdou Co., Ltd. (600400) saw a significant increase of 10.06%, closing at 3.83, with a trading volume of 2.6691 million shares and a turnover of 966 million yuan [1] - Qipilang (002029) rose by 9.96%, closing at 8.50, with a trading volume of 432,700 shares and a turnover of 360 million yuan [1] - Bangjie Co., Ltd. (002634) increased by 5.87%, closing at 4.69, with a trading volume of 245,500 shares and a turnover of 114 million yuan [1] Top Losers in the Sector - Taizunshi (001234) experienced a significant decline of 9.99%, closing at 35.78, with a trading volume of 234,800 shares and a turnover of 894 million yuan [2] - Baoxiniang (002154) fell by 5.45%, closing at 4.34, with a trading volume of 1.6605 million shares and a turnover of 739 million yuan [2] - Wanlima (300591) decreased by 4.96%, closing at 10.93, with a trading volume of 650,700 shares and a turnover of 716 million yuan [2] Capital Flow Analysis - The apparel and home textile sector saw a net outflow of 121 million yuan from institutional investors and 156 million yuan from speculative funds, while retail investors contributed a net inflow of 277 million yuan [2] - Hongdou Co., Ltd. (600400) had a net inflow of 41.54 million yuan from institutional investors, but a net outflow of 197 million yuan from speculative funds [3] - Qipilang (002029) recorded a net inflow of 82.1772 million yuan from institutional investors, with a net outflow of 49.6436 million yuan from speculative funds [3]

Company Overview - Zhejiang Bangjie Holdings Group Co., Ltd. is located in Yiwu City, Zhejiang Province, established on August 3, 1993, and listed on December 5, 2011 [2] - The company's main business includes manufacturing and sales of clothing, clothing accessories, and ties, with seamless clothing accounting for 96.67% of its revenue [2] - As of June 30, the number of shareholders increased by 46% to 26,800, while the average circulating shares per person decreased by 31.51% to 16,644 shares [2] Financial Performance - For the first half of 2025, the company reported revenue of 292 million yuan, a year-on-year decrease of 60.45%, and a net profit attributable to shareholders of -150 million yuan, a decrease of 5.50% [2] - Since its A-share listing, the company has distributed a total of 157 million yuan in dividends, with no dividends paid in the last three years [3] Stock Performance - On September 24, the stock price increased by 2.03% to 4.52 yuan per share, with a trading volume of 23.82 million yuan and a turnover rate of 1.19%, resulting in a total market capitalization of 2.076 billion yuan [1] - Year-to-date, the stock price has risen by 20.21%, but it has decreased by 3.42% over the last five trading days and by 3.83% over the last 20 days [1] - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on June 27, where it recorded a net buy of -40.28 million yuan [1]

Core Points - Zhejiang Bangjie Holdings Group Co., Ltd. announced a financial dispute with Industrial Bank Suzhou Branch regarding a loan contract, leading to the judicial freezing of its equity holdings valued at 48.8 million yuan [1] - The company has faced multiple judicial freezes on its equity due to various disputes prior to this case [1] - As of the announcement date, the case has not yet been heard in court, and it does not currently affect the daily operations of the company and its subsidiaries [1] - The company is actively working to negotiate a resolution to lift the asset freeze [1]

证券代码：002634 证券简称：棒杰股份 公告编号：2025-097 浙江棒杰控股集团股份有限公司 关于子公司股权被轮候冻结的公告 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、误导性陈述或者重大遗漏。 重要内容及特别风险提示： 经公开渠道查询，并结合江苏省苏州工业园区人民法院送达的《民事裁定书》 [（2025）苏0591民初10545号]，本次公司持有的下属子公司浙江棒杰数码针织 品有限公司股权以及下属子公司棒杰新能源科技有限公司持有的江山棒杰新能 源科技有限公司股权被司法轮候冻结的原因是，兴业银行股份有限公司苏州分行 诉棒杰新能源、公司、扬州棒杰新能源科技有限公司金融借款合同纠纷一案[案 号：（2025）苏0591民初10545号]，申请江苏省苏州工业园区人民法院采取保全 措施所致。案件涉及的财产保全金额为4,880万元,若公司及子公司后续未能与申 请冻结方协商和解或未能偿还相关债务，则被冻结的股权可能面临对应4,880万 元部分被司法拍卖的风险。 浙江棒杰控股集团股份有限公司（以下简称"公司"）经公开渠道查询，并 结合江苏省苏州工业园区人民法院送达的《民事裁定书》[（202 ...

证券代码：002634 证券简称：棒杰股份 公告编号：2025-098 浙江棒杰控股集团股份有限公司（以下简称"公司"）于近日收到苏州仲裁 委员会送达的（2025）苏仲裁字第0425号《裁决书》。现将有关情况公告如下: 一、本次仲裁案件的基本情况 公司于2025年5月28日披露了《关于累计诉讼、仲裁案件暨进展情况的公告》 （公告编号：2025-048），公司收到苏州仲裁委员会送达的《仲裁申请书》、《仲 裁通知书》，获悉苏州环秀湖逐光企业管理合伙企业(有限合伙)因与公司合同争 议一案，向苏州仲裁委员会提出仲裁申请并获得受理。 浙江棒杰控股集团股份有限公司 关于重大仲裁的进展公告 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、误导性陈述或者重大遗漏。 重要内容提示： 1、案件所处的诉讼阶段：终局裁决 2、上市公司所处的当事人地位：被申请人 3、涉案金额：32,556.04万元（不含尚未明确的涉案金额） 4、对上市公司损益产生的影响：本次裁决为终局裁决，针对已生效的仲裁 裁决结果，公司将积极与申请人沟通，就仲裁裁决书探讨切实可行的解决方案。 由于该仲裁事项后续进展和执行情况尚存在不确定性 ...

Group 1 - The core viewpoint of the news is that Bangjie Co., Ltd. has experienced a decline in stock price and significant changes in financial performance, indicating potential challenges ahead [1][2]. - As of September 23, the stock price of Bangjie Co., Ltd. was 4.33 yuan per share, with a market capitalization of 1.989 billion yuan. The stock has increased by 15.16% year-to-date but has seen a decline of 8.65% in the last five trading days and 13.05% in the last 20 days [1]. - The company has faced net outflows of main funds amounting to 714,300 yuan, with large orders buying 1,004,300 yuan (6.75% of total) and selling 1,718,700 yuan (11.54% of total) [1]. Group 2 - Bangjie Co., Ltd. operates in the textile and apparel industry, specifically in non-sports clothing, and is categorized under several concepts including micro-cap stocks and low-priced stocks [2]. - As of June 30, the number of shareholders increased to 26,800, a rise of 46%, while the average circulating shares per person decreased by 31.51% to 16,644 shares [2]. - For the first half of 2025, the company reported a revenue of 292 million yuan, a year-on-year decrease of 60.45%, and a net profit attributable to shareholders of -150 million yuan, a decrease of 5.50% [2]. Group 3 - Since its A-share listing, Bangjie Co., Ltd. has distributed a total of 157 million yuan in dividends, with no dividends paid in the last three years [3].