Core Viewpoint - Company Amway Co., Ltd. (300218) has a broad customer base in the functional footwear materials category, collaborating with both international and domestic sports brands, indicating strong market positioning and growth potential [1] Group 1: International Partnerships - Company maintains good cooperative relationships with renowned international sports brands such as Nike, Adidas, Puma, and Asics [1] - Company is the only qualified supplier of polyurethane synthetic leather and composite materials for Nike in mainland China, having upgraded to a strategic partner since January 2025, leading to increased product development opportunities [1] - Company became a qualified supplier for Adidas in May 2024, with existing orders in production and sales [1] Group 2: Domestic Market Engagement - Company has achieved comprehensive coverage with major domestic sports brands including Anta, Li Ning, Xtep, and 361°, enhancing its market presence [1] - Company is actively increasing its share in brand procurement through intensified development and interaction efforts [1] Group 3: Future Growth Strategy - Company is focused on building momentum for high growth in 2025, indicating a strategic approach to future expansion [1] - Company is steadily advancing collaborations with Puma and Asics, and has recently obtained certification from US NB suppliers, while also reaching out to brands like UA, HOKA, and ANTA to cultivate new growth drivers [1]

Core Viewpoint - Amway Co., Ltd. announced on August 8 that it has a strong technical level and comprehensive competitive advantage in the automotive interior products category, with increasing service to automotive brands and more designated projects [1] Company Summary - The company has successfully applied its products in models of major automotive brands such as BYD, Toyota, Xiaopeng, Great Wall, Jianghuai, and Chery, showing initial results [1] - The company expresses confidence in its ability to promote a "low base, high growth" development trend in the automotive interior products category in the near future [1]

证券日报网讯 安利股份8月8日发布公告，在公司回答调研者提问时表示，事业成败在于人，公司坚持 人力资源是第一资源，人力资本胜于货币资本。公司实施员工持股计划，旨在将员工利益与公司长期发 展深度绑定，建立和完善利益共享机制和风险共担机制，强化激励与约束并重，确保激励与公司长远发 展目标紧密挂钩，构建员工与公司的利益共同体与命运共同体，促进公司持续、健康发展。公司第3期 员工持股计划于2022年实施以来，已逾三年，在第3期员工持股计划终止的同时，公司启动实施第4期员 工持股计划，参与人数较第3期增加近100人，表明了公司经营管理层与员工坚定看好公司未来发展。 （编辑 袁冠琳） ...

Core Viewpoint - Amway Co., Ltd. announced on August 8 that it will continue to enhance its product competitiveness and premium capability in high-value categories such as consumer electronics, automotive interiors, and high-end sports equipment, aiming to expand its market share in the mid-to-high-end segment [1] Group 1: Business Strategy - The company prioritizes resource allocation to high-tech, high-value, and high-margin businesses while balancing investments between established and emerging categories [1] - There is a strategic focus on reducing the proportion of low-value-added businesses in the overall structure [1] - The goal is to transform Amway into a "growth-oriented, efficiency-driven, and value-oriented" enterprise [1]

（文章来源：每日经济新闻） 安利股份（SZ 300218，收盘价：20.96元）发布公告称，2025年8月7日10:00-11:30，安利股份接受江海 证券等投资者调研，董事长、总经理姚和平，董事会秘书、副总经理刘松霞，证券事务代表陈丽婷，证 券主任王睿参与接待，并回答了投资者提出的问题。 2024年1至12月份，安利股份的营业收入构成为：人造革合成革占比98.35%，其他业务占比1.65%。 ...

Group 1: Customer Structure and Revenue Contribution - The company has a broad customer structure in functional shoe materials, including international brands like Nike, Adidas, and Puma, contributing significantly to revenue [1][2]. - As of January 2025, the company became a strategic partner of Nike, enhancing product development and project collaboration [1]. - The company has also become a qualified supplier for Adidas, with certain orders already in production [2]. Group 2: Automotive Interior Products - The company has established a strong competitive advantage in automotive interior products, serving major brands like BYD, Toyota, and Changan [3]. - There is potential for "low base, high growth" in this category, indicating confidence in future revenue increases [3]. Group 3: Consumer Electronics - The company has a good first-mover advantage in consumer electronics, with applications in keyboards, mobile phones, and laptops [4]. - Future growth in this category is expected from expanding new customer bases and developing new application scenarios [4]. Group 4: Sofa and Home Furnishings - The sofa and home furnishings segment has faced challenges due to a downturn in the real estate market and fluctuating tariffs, impacting demand [5]. - Despite these challenges, the company is expanding its customer base and optimizing its structure, collaborating positively with brands like Zhi Huashi and Kuka [5]. Group 5: International Operations and Cost Structure - Amway Vietnam has faced losses due to high initial costs and certification delays, but production volume has improved since Q3 2024 [6]. - The production cost in Vietnam is comparable to domestic costs, despite lower labor costs, due to the need for imported raw materials [6]. Group 6: Employee Stock Ownership Plans - The company has initiated a fourth employee stock ownership plan, increasing participation by nearly 100 individuals compared to the previous plan [7]. - This initiative aims to align employee interests with long-term company growth, fostering a shared risk and reward mechanism [7]. Group 7: Future Expansion Plans - The remaining production lines in Vietnam are ready for operation, and the company is focusing on technological upgrades and capacity optimization [8]. - The company plans to prioritize high-tech, high-margin products while gradually reducing the share of low-margin businesses in its overall structure [8].

本期员工持股计划拟募集资金总额不超过3000万元，覆盖员工人数上限达590人，涵盖公司董监高及核 心技术、营销、生产等关键岗位骨干。该计划股票来源为公司回购专用账户中的315.77万股股份，占公 司总股本1.46%，锁定期为12个月，存续期不超过48个月。此次推出第4期员工持股计划，旨在将员工 利益与公司长期发展深度绑定，建立和完善利益共享机制和风险共担机制，强化激励与约束并重，确保 激励与公司长远发展目标紧密挂钩，促进公司可持续发展，最终实现员工与企业的"共存共荣"。 从连续三年实施股份回购、控股股东积极增持，到一期接一期推进员工持股计划，安利股份始终以多元 化举措构建"利益共享、风险共担、激励与约束并重"的分配机制，形成多方共赢的良性循环。此次第4 期员工持股计划的实施，是对"共存共荣"理念的延续，将让每一位为公司奋斗的员工，都能与企业共同 成长、共享利益。 中证报中证网讯(王珞)安利股份（300218）8月5日晚间发布公告，公司第4期员工持股计划已获股东会 审议通过，正式启动实施。该计划的落地，标志着安利股份在构建"员工与企业利益命运共同体"的道路 上再进一步。 在第4期员工持股计划启动前夕，安利股份第 ...

注：已剔除近5日上市新股。（数据宝） （文章来源：证券时报网） | 概念板块 | 板块涨跌 | 相对大盘涨跌 | 板块主力资金 | 领涨股 | 涨跌幅 | 主力资金（万 | | --- | --- | --- | --- | --- | --- | --- | | | （%） | （%） | （亿元） | | （%） | 元） | | 消费电子概 念 | 3.49 | 1.92 | 30.50 | 阿石创 | 36.56 | 11561.84 | | 无线耳机 | 3.63 | 2.06 | 22.15 | 福日电 子 | 33.08 | 9198.03 | | 光刻机 | 5.27 | 3.70 | 21.72 | 海立股 份 | 27.41 | 53706.08 | | 人形机器人 | 4.21 | 2.64 | 20.59 | 海昌新 | 28.75 | -2734.24 | | | | | | 材 | | | | 苹果概念 | 3.48 | 1.91 | 17.43 | 安利股 份 | 22.29 | 10096.28 | | MR(混合现 | | | | 淳中科 | 31.42 | 21228.71 ...

格隆汇8月7日｜隔夜美股市场苹果股价大涨5%，刺激A股市场苹果概念股集体走强。其中，卓兆点胶 涨超17%，朝阳科技10CM涨停，工业富联涨超7%，蓝思科技、海能实业、蓝特光学、东睦股份、强瑞 技术涨超6%，立讯精密、安利股份、恒铭达涨超5%，大族激光、鹏鼎控股、歌尔股份涨超4%。 消息 面上，当地时间8月6日，苹果公司宣布将对美国追加1000亿美元投资承诺，标志着其美国投资计划将加 速推进，未来四年投资总额将达6000亿美元。当日公布的新举措包括新的美国制造计划(AMP)。苹果 CEO蒂姆·库克表示，该计划涵盖与美国本土10家企业的新合作与现有合作的深化。首批AMP合作伙伴 包括康宁、相干、环球晶圆美国公司(GWA)、应用材料、德州仪器(TI)、三星、格芯、安靠和博通。 ...

证券日报网讯 8月5日晚间，安利股份发布公告称，公司2025年第一次临时股东会审议通过了《关于公 司及其摘要的议案》《关于公司的议案》《关于提请股东会授权董事会办理公司第4期员工持股计划有 关事项的议案》。 （文章来源：证券日报） ...