Market Overview - The personal care products sector increased by 0.95% on December 1, with Yiyi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Yiyi Co., Ltd. (001206) closed at 31.95, up 4.45% with a trading volume of 86,900 shares and a turnover of 273 million yuan [1] - Other notable performers include: - Dengkang Oral (001328) at 36.39, up 1.93% [1] - Zhongshun Jierou (002511) at 8.29, up 1.34% [1] - Ziya Co., Ltd. (003006) at 21.49, up 1.27% [1] - Runben Co., Ltd. (603193) at 25.62, up 1.10% [1] Capital Flow - The personal care products sector experienced a net outflow of 8.8463 million yuan from institutional investors, while retail investors saw a net inflow of 4.1072 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are entering the market [2] Detailed Capital Flow Analysis - Yiyi Co., Ltd. had a net inflow of 9.9188 million yuan from institutional investors, but a net outflow of 20.8258 million yuan from retail investors [3] - Other companies with significant capital movements include: - Dengkang Oral with a net inflow of 556,900 yuan from institutional investors [3] - Ziya Co., Ltd. with a net inflow of 128,860 yuan from institutional investors [3] - However, companies like Beijia Clean (603059) and Haoyue Nursing (605009) faced substantial net outflows from both institutional and retail investors [3]

格隆汇11月28日丨洁雅股份(301108.SZ)公布，为满足业务发展需要，深化与海外客户的合作关系，推 进国际业务发展布局，铜陵洁雅生物科技股份有限公司全资子公司洁雅生物科技（厦门）有限责任公司 （简称"洁雅厦门"）以自有资金35万美元在新加坡设立全资公司，主要从事贸易批发业务。 ...

证券代码：301108 证券简称：洁雅股份 公告编号：2025-086 铜陵洁雅生物科技股份有限公司 关于全资子公司对外投资设立新加坡子公司 并完成工商注册登记的公告 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、误导性陈述或重大遗漏。 一、对外投资概述 为满足业务发展需要，深化与海外客户的合作关系，推进国际业务发展布局， 铜陵洁雅生物科技股份有限公司（以下简称"公司"）全资子公司洁雅生物科技 （厦门）有限责任公司（以下简称"洁雅厦门"）以自有资金 35 万美元在新加 坡设立全资公司，主要从事贸易批发业务。 根据《深圳证券交易所创业板股票上市规则》《公司章程》等有关规定，本 次对外投资在公司总经理审批权限范围内，无需提交董事会及股东会审议。 注 册 地 址 ： 10 ANSON ROAD, #11-07, INTERNATIONAL PLAZA, SINGAPORE 079903 本次对外投资不构成关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 二、新设立公司基本情况 经营范围：WHOLESALE TRADE OF A VARIETY OF GOODS W ...

Market Overview - The personal care products sector increased by 0.24% on November 27, with Yanjiang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Stock Performance - Yanjiang Co., Ltd. (300658) closed at 11.25, up 6.33% with a trading volume of 273,400 shares and a transaction value of 300 million yuan [1] - Other notable stocks include: - Jieya Co., Ltd. (301108) at 31.15, up 1.20% [1] - Reliable Co., Ltd. (301009) at 13.67, up 1.18% [1] - Dengkang Oral Care (001328) at 35.53, up 0.82% [1] - Two-Sided Needle (600249) at 6.27, up 0.64% [1] Capital Flow - The personal care products sector experienced a net outflow of 14.69 million yuan from institutional investors and 10.53 million yuan from retail investors, while individual investors saw a net inflow of 25.23 million yuan [2] - Detailed capital flow for selected stocks shows: - Yanjiang Co., Ltd. had a net inflow of 19.15 million yuan from institutional investors [3] - Reliable Co., Ltd. had a net inflow of 0.64 million yuan from individual investors [3] - Other stocks like Baijia Clean (603059) and Runben Co., Ltd. (603193) faced significant net outflows from institutional and retail investors [3]

Core Insights - The personal care products sector experienced a rise of 0.58% on November 25, with Zhongshun Jierou leading the gains [1] - The Shanghai Composite Index closed at 3870.02, up 0.87%, while the Shenzhen Component Index closed at 12777.31, up 1.53% [1] Stock Performance Summary - Zhongshun Jierou (002511) closed at 8.23, with an increase of 2.62% and a trading volume of 117,000 shares, totaling a transaction value of 96.25 million yuan [1] - Baiya Co., Ltd. (003006) closed at 21.33, up 1.86%, with a trading volume of 38,700 shares and a transaction value of 82.06 million yuan [1] - Runben Co., Ltd. (603193) closed at 25.84, increasing by 1.57%, with a trading volume of 45,100 shares and a transaction value of 117 million yuan [1] - Kelaike Co., Ltd. (301009) closed at 13.61, up 1.49%, with a trading volume of 37,400 shares and a transaction value of 50.68 million yuan [1] - Jeya Co., Ltd. (301108) closed at 31.10, increasing by 1.37%, with a trading volume of 9,152 shares and a transaction value of 28.38 million yuan [1] - Dengkang Oral (001328) closed at 35.95, up 1.30%, with a trading volume of 9,566 shares and a transaction value of 34.18 million yuan [1] - Liangmian Needle (600249) closed at 6.18, increasing by 0.98%, with a trading volume of 110,800 shares and a transaction value of 68.16 million yuan [1] - Haoyue Nursing (605009) closed at 33.77, up 0.63%, with a trading volume of 28,600 shares and a transaction value of 96.30 million yuan [1] - Yanjian Co., Ltd. (300658) closed at 10.27, down 0.19%, with a trading volume of 124,500 shares and a transaction value of 128 million yuan [1] - Beijia Co., Ltd. (603059) closed at 29.80, down 0.37%, with a trading volume of 51,800 shares and a transaction value of 155 million yuan [1] Capital Flow Analysis - The personal care products sector saw a net outflow of 51.41 million yuan from institutional investors, while retail investors had a net inflow of 60.64 million yuan [2] - The detailed capital flow for selected stocks indicates varying levels of net inflow and outflow among institutional, retail, and speculative investors [3] - For instance, Kelaike Co., Ltd. (301009) had a net outflow of 4.49 million yuan from institutional investors, while it attracted 1.13 million yuan from speculative investors [3]

Core Points - The company Jieya Co., Ltd. announced a share reduction plan by its major shareholders, Mingyuan Fund and Zhongyi Mingyuan, which involves selling up to 5,571,534 shares, representing no more than 4.95% of the total share capital [2] Group 1 - On November 24, Jieya Co., Ltd. disclosed a pre-announcement regarding the share reduction plan by shareholders holding more than 5% of the company's shares [2] - The reduction plan allows for the sale of shares through centralized bidding and block trading within three months after the announcement, starting from 15 trading days post-announcement [2] - As of November 21, 2025, the shareholders have not executed the planned share reduction within the specified timeframe [2]

铜陵洁雅生物科技股份有限公司 关于投资设立全资子公司并完成工商注册登记的公告 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、误导性陈述或重大遗漏。 一、对外投资概述 为进一步保障供应链安全，完善产业链，整合产业链上下游资源，提升铜陵 洁雅生物科技股份有限公司（以下简称"公司"）整体竞争实力和盈利能力，公 司以自有资金 1 亿元人民币设立全资子公司洁雅生物科技（厦门）有限责任公司 证券代码：301108 证券简称：洁雅股份 公告编号：2025-085 成立日期：2025 年 11 月 21 日 （以下简称"厦门子公司"）。近日，厦门子公司完成了工商注册登记手续并取 得了厦门市市场监督管理局核发的营业执照。 根据《深圳证券交易所创业板股票上市规则》《公司章程》等有关规定，本 次设立全资子公司在公司总经理审批权限范围内，无需提交董事会及股东会审 议。 本次投资不构成关联交易，也不构成《上市公司重大资产重组管理办法》规 定的重大资产重组。 二、新设立公司基本情况 名称：洁雅生物科技（厦门）有限责任公司 统一社会信用代码：91350200MAK1XYE65G 类型：有限责任公司（自然人投资或 ...

铜陵洁雅生物科技股份有限公司（以下简称"公司"）于2025年7月31日披 露了《关于持股5%以上股东及其一致行动人减持股份计划的预披露公告》（公告 编号：2025-057），公司持股5%以上股东铜陵明源循环经济产业创业投资基金中 心（有限合伙）（以下简称"明源基金"）及其一致行动人苏州工业园区中亿明 源创业投资中心（有限合伙）（以下简称"中亿明源"）计划在上述公告披露之 日起15个交易日后的3个月内以集中竞价和大宗交易方式减持其持有的首次公开 发行前股份总数不超过5,571,534股，占公司总股本比例不超过4.95%。 公司于2025年11月21日收到明源基金及其一致行动人中亿明源共同出具的 《关于股份减持计划期限届满暨实施情况告知函》。截至2025年11月21日，明源 基金及其一致行动人中亿明源本次减持计划期限届满，未减持公司股份。根据《深 圳证券交易所上市公司自律监管指引第18号——股东及董事、高级管理人员减持 股份》等相关法律法规的要求，现将有关情况公告如下： 一、股东减持情况 证券代码：301108 证券简称：洁雅股份 公告编号：2025-084 铜陵洁雅生物科技股份有限公司 关于持股5%以上股东及其 ...

Core Points - As of November 20, the number of shareholders for Jieya Co., Ltd. (301108) reached 7,629 [1]

Core Insights - The report emphasizes the potential for investment opportunities in the textile and apparel sector, particularly focusing on new consumption trends and global manufacturing recovery [3][16][18]. Industry Performance - The textile and apparel sector outperformed the market during the week of November 17 to November 21, with the SW textile and apparel index declining by 4.8%, which was 0.3 percentage points better than the SW All A index [4][10]. - Recent industry data shows that from January to October, the total retail sales of clothing, shoes, and textiles reached 1,205.3 billion yuan, reflecting a year-on-year growth of 3.5% [3][34]. Textile Sector Insights - The Australian wool price index stabilized at 983 cents per kilogram as of November 20, 2025, with a year-on-year increase of 32.3% and a monthly increase of 5.4%, indicating a bullish trend in wool prices [10][50]. - The report suggests that the current price increase in Australian wool is in its early stages, driven by supply constraints and new demand from sports wool yarns, presenting investment opportunities [10][18]. Apparel Sector Insights - Amer Sports reported a 30% increase in revenue to $1.76 billion for Q3 2025, with a net profit increase of 161% to $190 million, exceeding previous guidance and indicating strong growth in the outdoor segment [13][15]. - The report recommends focusing on outdoor sports brands such as Bosideng, which is expected to benefit from seasonal sales and a favorable market environment [15][18]. Investment Strategy for 2026 - The investment strategy for the textile and apparel industry in 2026 focuses on consolidating positions and exploring new consumption trends, particularly targeting younger consumer demographics [16][17]. - The report highlights the importance of the global tariff landscape stabilizing, which is expected to enhance the competitiveness of core manufacturing [18]. Key Recommendations - Recommended companies in the outdoor sports segment include Anta, Bosideng, and 361 Degrees, with a focus on brands that are well-positioned to capitalize on the upcoming winter season and the Milan Winter Olympics [17][18]. - The report also identifies potential in discount retail and personal care sectors, suggesting companies like Hailan Home and Nobon Co., which are expected to benefit from changing consumer behaviors [17][18].