证券代码：300979 证券简称：华利集团 公告编号：2025-056 中山华利实业集团股份有限公司 控股股东减持股份预披露公告 控股股东俊耀集团有限公司保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 持有中山华利实业集团股份有限公司（以下简称"公司""本公司"）股份 972,750,000 股（占本公司总股本比例 83.35%）的控股股东俊耀集团有限公司（以 下简称"香港俊耀"）计划自减持计划公告披露之日起 15 个交易日后的 3 个月内 （自 2025 年 10 月 14 日起至 2026 年 1 月 13 日止）以大宗交易方式减持本公司 股份不超过 17,505,000 股（占本公司总股本比例 1.5%）。在此期间如遇法律法规 规定的窗口期则不减持。 近日，公司收到控股股东香港俊耀提交的《关于股份减持计划的告知函》， 现将具体情况公告如下： 一、拟减持主体的基本情况 | 序号 | 股东名称 | 持有股份的总数量（股） | 占公司总股本的比例 | | --- | --- | --- | - ...

Investment Rating - The investment rating for the company is adjusted to "Accumulate" due to short-term profit pressure from new factory ramp-up and efficiency issues [4][8]. Core Insights - The company reported a revenue of 12.661 billion yuan for H1 2025, representing a year-on-year increase of 10.36%, while the net profit attributable to shareholders was 1.671 billion yuan, down 11.06% year-on-year [1][2]. - The decline in net profit is primarily attributed to several new factories being in the ramp-up phase, affecting overall efficiency and profit margins [2][3]. - The company plans to distribute a cash dividend of 10.00 yuan per 10 shares, totaling 1.167 billion yuan, which accounts for approximately 70% of the net profit for the first half of the year [1]. Revenue Performance - Revenue growth was driven by a significant increase in new customer orders, despite a decline in some existing customer orders. The overall sales volume of sports shoes increased by 6.14% year-on-year [2]. - In terms of product categories, sports casual shoes generated revenue of 11.336 billion yuan (up 10.78% year-on-year), while outdoor boots saw a significant decline of 57.31% to 262 million yuan due to customer adjustments in product categories [3]. - Geographically, revenue from Europe surged by 88.94% to 2.398 billion yuan, while North America experienced a slight decline of 0.43% to 9.887 billion yuan [3]. Profitability Analysis - The company's gross margin decreased by 6.38 percentage points to 21.85%, mainly due to lower efficiency in new factories. However, it is expected to recover as operations stabilize [3]. - The net profit margin also fell by 3.17 percentage points to 13.20% [3]. - Management expenses as a percentage of revenue decreased by 2.30 percentage points to 2.78%, primarily due to reduced performance-related compensation [3]. Financial Forecast - The company is projected to achieve revenues of 24.006 billion yuan in 2024, with a growth rate of 19.35%, and is expected to reach 26.694 billion yuan in 2025, reflecting a growth rate of 11.20% [10]. - The forecasted net profit for 2025 is adjusted to 3.513 billion yuan, down from previous estimates, with corresponding PE ratios of 18, 15, and 13 for the years 2025, 2026, and 2027 respectively [8][10].

证券日报网讯华利集团（300979）9月11日在互动平台回答投资者提问时表示，截至2025年9月10日，股 东户数约1.41万户。 ...

Market Overview - The textile manufacturing sector experienced a decline of 0.17% on September 10, with 聚杰微纤 leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Notable gainers in the textile manufacturing sector included: - 迎丰股份 (Code: 605055) with a closing price of 8.63, up 4.23% and a trading volume of 230,200 shares, totaling 197 million yuan [1] - 浙文影业 (Code: 66109) closed at 3.87, up 3.48% with a trading volume of 430,100 shares, totaling 165 million yuan [1] - 华纺股份 (Code: 600448) closed at 3.59, up 3.16% with a trading volume of 600,200 shares, totaling 214 million yuan [1] Fund Flow Analysis - The textile manufacturing sector saw a net outflow of 98.2 million yuan from institutional investors, while retail investors contributed a net inflow of 91.97 million yuan [2] - The main stocks with significant fund flow included: - 南山智尚 (Code: 300918) with a net inflow of 17.97 million yuan from institutional investors [3] - 华生科技 (Code: 605180) had a net inflow of 15.12 million yuan from institutional investors but a net outflow of 23.95 million yuan from retail investors [3] - 迎丰股份 (Code: 605055) recorded a net inflow of 8.16 million yuan from institutional investors [3]

Market Overview - The textile and apparel sector has shown resilience in mid-term performance, with the sports segment leading apparel consumption [1][12] - In August, the A-share textile and apparel sector slightly underperformed the broader market, but has shown stable performance since September, with brand apparel outperforming textile manufacturing [1][12] Brand Apparel Insights - Retail sales of clothing in July grew by 1.8% year-on-year, with a slight deceleration compared to the previous month [1] - E-commerce growth in July rebounded significantly, with outdoor sports leading the way; growth rates for various segments included sports apparel at +11%, outdoor apparel at +26%, and home textiles at +10% [1] - Notable brand performances included Decathlon with +63%, Puma with +41%, and Lululemon with +39% in sports apparel; outdoor brands like Kailas and Arc'teryx also showed strong growth [1] Textile Manufacturing Insights - In August, Vietnam's textile exports fell by 4.5% year-on-year, while China's textile exports improved slightly with a growth rate of 1.4% [2] - The export performance of apparel and footwear from China was poor, with declines of 10.1% and 17.1% respectively [2] - The price of cotton showed slight fluctuations in August, with a small decline noted in September [2] Sector Performance Summary - For the first half of 2025, textile manufacturing revenue grew by 7.8% year-on-year, while the apparel and home textile sector faced a decline of 6.4% [3] - The gross margin for the textile manufacturing sector remained stable at 19.4%, while the apparel and home textile sector's gross margin increased slightly to 46.1% [3] - Key players in the apparel sector, such as Anta and Xtep, maintained steady growth in revenue and profit, while non-sports apparel faced significant challenges [3] Investment Recommendations - Focus on undervalued leaders with strong fundamentals in brand apparel, particularly in the sports segment, with recommendations for Anta Sports, Xtep International, and Li Ning [6] - In textile manufacturing, recommend companies with significant rebound potential and strong fundamentals, such as Shenzhou International and Huayi Group [6]

Core Points - Huali Group announced a cash dividend distribution plan for the first half of 2025, proposing a payout of 10.00 RMB per 10 shares to all shareholders [2] Summary by Category Dividend Announcement - The total share capital of Huali Group is 1,167,000,000 shares, which serves as the basis for the dividend distribution [2] - The record date for the dividend is set for September 16, 2025, and the ex-dividend date is September 17, 2025 [2]

证券代码：300979 证券简称：华利集团 公告编号：2025-055 中山华利实业集团股份有限公司 2025 年半年度权益分派实施公告 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。 一、股东会审议通过利润分配方案情况 (一)中山华利实业集团股份有限公司（以下简称"公司""本公司"）2025 年 半年度权益分派方案已获 2025 年 9 月 8 日召开的 2025 年第二次临时股东会审议通 过，具体方案为：以截止 2025 年 8 月 20 日公司总股本 1,167,000,000 股为基数，向 全体股东每 10 股派发现金红利人民币 10.00 元（含税），合计派发现金红利人民币 1,167,000,000.00 元（含税）；不送红股，不以公积金转增股本。在 2025 年半年度利 润分配预案披露日至实施权益分派股权登记日期间，若公司总股本发生变动，公司 则以未来实施分配方案时股权登记日的总股本为基数，按照分配总额不变的原则对 分配比例进行相应调整。 (二)自 2025 年半年度权益分派方案披露至实施期间，公司股本总额未发生变化。 (三)本次实施的权益分派方 ...

Core Viewpoint - The article discusses the performance and market position of Huayi Group, highlighting its role as a leading manufacturer of sports footwear and its financial results for the first half of 2025. Company Overview - Huayi Group is engaged in the development, design, production, and sales of sports footwear, serving major global brands such as Nike, Converse, and Puma [2] - The company specializes in children's sports shoes, catering to a market segment that includes infant and toddler footwear [2] Financial Performance - For the first half of 2025, Huayi Group achieved a revenue of 12.661 billion yuan, representing a year-on-year growth of 10.36%, while the net profit attributable to shareholders decreased by 11.06% to 1.671 billion yuan [7] - The company's overseas revenue accounted for 99.80% of total revenue, benefiting from the depreciation of the Chinese yuan [3] Market Activity - On September 9, Huayi Group's stock fell by 1.93%, with a trading volume of 237 million yuan and a market capitalization of 64.722 billion yuan [1] - The stock's average trading cost is 58.18 yuan, with a current support level at 55.09 yuan, indicating potential for short-term trading strategies [6] Shareholder Information - As of August 29, the number of Huayi Group's shareholders increased by 2.84% to 14,500, with an average of 80,482 shares held per shareholder, a decrease of 2.76% [7] - The company has distributed a total of 7.936 billion yuan in dividends since its A-share listing, with 5.485 billion yuan distributed over the past three years [8]

Group 1 - The company announced that its second extraordinary general meeting for 2025 will be held on September 8, 2025 [2] - The meeting will review and approve the proposal regarding the distribution of profits for the first half of 2025 [2]

证券代码：300979 证券简称：华利集团 公告编号：2025-053 中山华利实业集团股份有限公司 2025 年第二次临时股东会决议公告 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。 特别提示： 一、本次股东会没有出现否决议案的情形。 二、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 (一)召开时间： 1、现场会议召开时间：2025 年 9 月 8 日 14:30。 2、网络投票时间：2025 年 9 月 8 日。 通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 9 月 8 日 9:15-9:25、9:30-11:30 和 13:00-15:00； 通过深圳证券交易所互联网投票系统进行网络投票的时间为 2025 年 9 月 8 日 9:15-15:00。 (七)会议出席情况： 1、出席会议的总体情况 出席本次会议的股东及股东授权委托代表共 217 人，代表有表决权的股份 1 1,052,075,833 股，占公司有表决权股份总数的 90.1522%. (二)召开地点：广东省中山市南朗街道佳朗路华利集团园区 F 栋二楼会 ...