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华西证券-纺织服装行业周报:健盛俏尔婷婷盈利能力改善,安德玛FY26Q1收入下降4%
Xin Lang Cai Jing· 2025-08-09 10:11
Group 1 - Jian Sheng Group reported H1 2025 revenue, net profit attributable to shareholders, net profit excluding non-recurring items, and operating cash flow of 1.17 billion, 142 million, 136 million, and 252 million yuan respectively, with year-on-year growth of 0.19%, -14.46%, -15.84%, and 146.96% [1] - The decline in net profit is attributed to fluctuating tariffs, a weak market, and overstaffing, compounded by increased management expenses due to new executive hires [1] - In Q2 2025, revenue, net profit attributable to shareholders, and net profit excluding non-recurring items were 610 million, 82 million, and 75 million yuan respectively, with year-on-year declines of 1.52%, 2.23%, and 8.39% [1] Group 2 - Under Armour reported FY2026 Q1 revenue, operating profit, and net loss of 113.4 million, 3 million, and -3 million USD respectively, with year-on-year changes of -4.2%, a turnaround to profit, and a 99.1% increase in losses [2] - By product category, revenue from apparel, footwear, and accessories was 74.7 million, 26.6 million, and 10 million USD respectively, with year-on-year changes of -1.5%, 14.3%, and 8.1% [2] - The company expects FY2026 Q2 revenue to decline by 6% to 7%, considering ongoing uncertainties in trade policies and macroeconomic conditions [2] Group 3 - Huali Group reported H1 2025 revenue, net profit attributable to shareholders, and net profit excluding non-recurring items of 12.661 billion, 1.664 billion, and 1.677 billion yuan respectively, with year-on-year changes of 10.36%, -11.42%, and -9.12% [3] - In Q2 2025, revenue, net profit attributable to shareholders, and net profit excluding non-recurring items were 7.308 billion, 902 million, and 926 million yuan respectively, with year-on-year changes of 9.0%, -17.3%, and -13.3% [3] - The company is adjusting its customer structure and resource allocation to ensure timely delivery of orders amid macroeconomic pressures and rising costs due to trade disputes [3] Group 4 - The textile and apparel industry is experiencing weak brand consumption, with home textiles performing slightly better than clothing due to online sales and subsidies [4] - Manufacturing orders were poor from April to May, and Q3 is expected to remain pessimistic, prompting recommendations for companies with strong profit certainty and growth recovery logic [4] - Online sales data from Taobao and Tmall in July 2025 showed improvements in the growth rate of sports and leisure apparel, with notable increases in specific categories [4] Group 5 - As of August 7, the China Cotton 3128B Index was 15,191 yuan/ton, with a 0.25% increase, while the medium import cotton price index was 13,420 yuan/ton, also up by 0.25% [6] - The domestic cotton price is higher than the foreign cotton price by 1,771 yuan/ton, with the China Cotton 3128B Index up 3.27% year-to-date [6]
华利集团:2025年上半年净利润为166381.77万元
Zheng Quan Ri Bao· 2025-08-08 16:17
Group 1 - The company reported a total operating revenue of 1,266,086.44 thousand yuan for the first half of 2025, representing a year-on-year increase of 10.36% [2] - The net profit attributable to shareholders of the listed company was 166,381.77 thousand yuan, showing a year-on-year decrease of 11.42% [2]
华利集团:上半年净利润16.64亿元,同比减少11.42%
Di Yi Cai Jing· 2025-08-08 12:35
(本文来自第一财经) 华利集团发布业绩快报公告,2025年上半年实现营业收入126.61亿元,同比增长10.36%;归属于上市公 司股东的净利润16.64亿元,同比减少11.42%。 ...
华利集团: 2025年半年度业绩快报
Zheng Quan Zhi Xing· 2025-08-08 10:20
证券代码:300979 证券简称:华利集团 公告编号:2025-043 中山华利实业集团股份有限公司 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:本公告所载中山华利实业集团股份有限公司(以下简称"公司") 度报告中披露的最终数据可能存在差异,请投资者注意投资风险。 一、2025 年半年度主要财务数据和指标 | | | 单位:人民币万元 | | | | | --- | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期 | | 增减变动幅度 | | | 营业总收入 | 1,266,086.44 | 1,147,195.96 | 10.36% | | | | 营业利润 | 216,595.12 | 245,232.89 | -11.68% | | | | 利润总额 | 215,294.46 | 244,672.88 | -12.01% | | | | 归属于上市公司股东的净利润 | | 166,381.77 | 187,834.78 | -11.42% | | | 扣除非经常性损益后的归属于上市公司股 | ...
华利集团: 关于收到控股股东2025年半年度利润分配预案提议的公告
Zheng Quan Zhi Xing· 2025-08-08 10:20
证券代码:300979 证券简称:华利集团 公告编号:2025-044 中山华利实业集团股份有限公司(以下简称"华利集团" 《关于中山华利实业集团股份有限公司 2025 年半年度利润分配预案的提议》,现 将有关情况公告如下: 一、利润分配预案提议的内容 基于公司当前稳健的经营情况以及对公司未来发展前景的信心,为与全体股 东共享公司经营发展成果,在符合《公司章程》规定并保证公司正常经营和长远 发展的前提下,香港俊耀提议华利集团 2025 年半年度利润分配预案如下: 以截止 2025 年 6 月 30 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 在实施权益分派股权登记日前,若公司总股本发生变动,公司以未来实施分 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。 香港俊耀承诺在公司股东会审议上述 2025 年半年度利润分配预案时投同意 票。 二、其他说明 中山华利实业集团股份有限公司 关于收到控股股东 2025 年半年度利润分配预案提议的公告 本公司及董事会全体成员保证信息披露的内容 ...
华利集团:控股股东提议2025年半年度每10股派10元
Sou Hu Cai Jing· 2025-08-08 10:17
每日经济新闻 每经AI快讯,8月8日,华利集团(300979.SZ)公告称,公司收到控股股东俊耀集团有限公司提议的2025 年半年度利润分配预案,以总股本11.67亿股为基数,每10股派10元(含税),合计派发现金红利11.67 亿元(含税),不送红股,不以公积金转增股本。该提议需经董事会及股东会审议通过后方可实施。 ...
华利集团:控股股东提议2025年半年度利润分配预案 拟10派10元
人民财讯8月8日电,华利集团(300979)8月8日晚间公告,控股股东香港俊耀提议公司2025年半年度利 润分配预案如下:以截至2025年6月30日公司总股本11.67亿股为基数,向全体股东每10股派发现金红利 10元(含税)。 ...
华利集团(300979.SZ)控股股东香港俊耀提议每10股派10元
智通财经网· 2025-08-08 10:06
华利集团(300979.SZ)公告,公司收到公司控股股东俊耀集团有限公司(简称"香港俊耀")出具的《关于中 山华利实业集团股份有限公司2025年半年度利润分配预案的提议》。香港俊耀提议向全体股东每10股派 发现金红利10元(含税)。 ...
华利集团:2025年半年度净利润约16.64亿元
Mei Ri Jing Ji Xin Wen· 2025-08-08 10:02
(文章来源:每日经济新闻) 华利集团(SZ 300979,收盘价:52.2元)8月8日晚间发布2025年半年度业绩快报,营业收入约126.61亿 元,同比增加10.36%;归属于上市公司股东的净利润约16.64亿元,同比减少11.42%;基本每股收益 1.43元,同比减少11.18%。 ...
华利集团控股股东香港俊耀提议每10股派10元
Zhi Tong Cai Jing· 2025-08-08 10:02
华利集团(300979)(300979.SZ)公告,公司收到公司控股股东俊耀集团有限公司(简称"香港俊耀")出具 的《关于中山华利实业集团股份有限公司2025年半年度利润分配预案的提议》。香港俊耀提议向全体股 东每10股派发现金红利10元(含税)。 ...