华利集团（300979）(300979.SZ)发布公告，公司控股股东俊耀集团有限公司(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 式减持公司股份不超过1750.5万股(占公司总股本比例1.5%)。在此期间如遇法律法规规定的窗口期则不 减持。 ...

智通财经APP讯，华利集团(300979.SZ)发布公告，公司控股股东俊耀集团有限公司(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 交易方式减持公司股份不超过1750.5万股(占公司总股本比例1.5%)。在此期间如遇法律法规规定的窗口 期则不减持。 ...

人民财讯9月12日电，华利集团（300979）9月12日晚间公告，控股股东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1750.5万股(占本公司总股本比例1.5%)。 ...

每经AI快讯，9月12日，华利集团（300979）公告，控股股东俊耀集团有限公司计划自2025年10月14日 起至2026年1月13日止，通过大宗交易方式减持公司股份不超过1750.5万股，占公司总股本比例1.5%。 减持原因为自身资金规划安排。俊耀集团有限公司目前持有公司股份97275万股，占公司总股本比例 83.35%。截至公告披露日，俊耀集团有限公司严格遵守了相关承诺，未出现违反承诺的行为。 ...

Group 1 - The controlling shareholder, Hong Kong Junyao, holds 973 million shares, representing 83.35% of the total shares [1] - The shareholder plans to reduce holdings by up to 17.505 million shares, which accounts for 1.5% of the total shares, through block trading from October 14, 2025, to January 13, 2026 [1] - The transferee is prohibited from transferring the acquired shares within six months [1]

Group 1 - The controlling shareholder, Junyao Group Co., Ltd., plans to reduce its stake in Huali Group by selling up to approximately 17.5 million shares, representing 1.5% of the total share capital, within three months starting from October 14, 2025 [1] - Huali Group's revenue composition for the first half of 2025 indicates that 99.91% of its revenue comes from sports shoes, while other businesses contribute only 0.09% [1] - As of the report, Huali Group has a market capitalization of 63 billion yuan [1]

Core Insights - The sports footwear industry is essential for daily life, with designs tailored for various sports and everyday use, emphasizing cushioning and shock absorption [1] Group 1: Business Models in the Sports Footwear Industry - The industry has developed two main business models: 1. Separation of brand operation and manufacturing, where brands like Nike and Adidas focus on brand value and marketing while outsourcing production to specialized manufacturers [1] 2. Integrated brand operation and manufacturing, where companies like Guirenniao and Wanlima handle both branding and production, although some outsourcing occurs [1] Group 2: Market Size and Forecast - The global sports footwear market is projected to grow from 570.5 billion in 2020 to 935.6 billion in 2023, with a compound annual growth rate (CAGR) of 2.4% from 2019 to 2023, and expected to exceed 1,400 billion by 2028 [2] - The global sports footwear manufacturing market is expected to grow from 134 billion in 2019 to 186.9 billion in 2023, with a CAGR of 8.7%, and is projected to surpass 280 billion by 2028 [5] - The Chinese sports footwear manufacturing market is anticipated to grow from 23.4 billion in 2019 to 47.8 billion in 2023, with a CAGR of 19.6%, and is expected to exceed 70 billion by 2028 [5] Group 3: Industry Trends - There is a deepening partnership between leading sports brands and specialized manufacturers, with brands relying on quality manufacturers for production while manufacturers depend on brand orders for growth [8] - The automation level in sports footwear production is increasing due to rising labor costs, enhancing efficiency and quality while reducing costs [9][10] Group 4: Competitive Landscape - The sports footwear manufacturing industry is highly concentrated in Asia, with Taiwanese manufacturers gaining a competitive edge during the industry shift, leveraging technology and production quality [11] - Chinese brands like Anta, Li Ning, and Peak are emerging strongly, supported by a mature supply chain and deepening collaborations with international brands [11]

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。 ...