1 | 善。 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 4、各品类的销售折扣是否会有变动。 | 公司各品牌的销售折扣将会基本稳定在现有水平，并随着 | | | | | | | 市场情况和促销策略做轻微浮动。 | | | | | | | | 5、公司近期是否感受到消费市场有所好转。 | 随着春季换新的消费需求释放，以及公司各品牌产品、陈 | | | | | | | 列、店铺形象的陆续升级，近期市场上消费者的消费热度有所 | 提升。 | | | | | | | 6、未来公司是否会考虑收购其他品牌。 | 公司现金较为充沛、主业造血能力较强，若有合适的品牌 | | | | | | | 标的不排除考虑收购，以继续完善公司的多品牌矩阵。但现阶 | 段公司仍将以经营好现有品牌业务、扩大品牌资产为主要目 | | | | | | | 标。 | | | | | | | | 附件清单（如有） | 无 | | | | | | | 日期 | 2026 | 年 | 3 | 月 | 27 | 日 | 2 北京嘉曼服饰股份有限公司投资者关系活动记录表 编号：202 ...

证券代码：301276 证券简称：嘉曼服饰 北京嘉曼服饰股份有限公司投资者关系活动记录表 编号：2026-001 1 | 900 | 元至 | 1700 | 元之间。 | | | | | --- | --- | --- | --- | --- | --- | --- | | 4、暇步士（Hush | Puppies）成人鞋业务的发展情况。 | 暇步士（Hush | Puppies）成人鞋类的授权已于去年终止， | | | | | 公司开始自营成人鞋品类，虽然目前的销售占比仍然较小，但 | 是发展趋势良好。在公司对暇步士（HushPuppies）品牌整体 | | | | | | | 的营销推广下，暇步士（Hush | Puppies）成人鞋品类除了在线 | 上各大电商平台及线下鞋服一体店铺销售外，已经签约了成人 | | | | | | 鞋独立直营门店，不久就会以更好的品质及形象与消费者见 | 面。 | | | | | | | 5、公司对于未来销售费用的规划。 | 公司未来两年仍会持续推进常态化的明星合作、达人种 | | | | | | | 草、线上推广等，也会随着线下渠道的铺设开展系列营销活动， | 例如广告营 ...

| 分析师： [Tabl | 糜韩杰 | 分析师： | 左琴琴 | 分析师： | 董建芳 | | --- | --- | --- | --- | --- | --- | | e_Author] | SAC 执证号：S0260516020001 | | SAC 执证号：S0260521050001 | | SAC 执证号：S0260525060002 | | | SFC CE.no: BPH764 | | SFC CE.no: BSE791 | | | | | 021-38003650 | | 021-38003540 | | | | | mihanjie@gf.com.cn | | zuoqinqin@gf.com.cn | | dongjianfang@gf.com.cn | | | 请注意，董建芳并非香港证券及期货事务监察委员会的注册持牌人，不可在香港从事受监管活动。 | | | | | [Table_Summary] 核心观点： 相关研究 [Table_Report ： ] [Table_Page] 行业专题研究|纺织服饰 2026 年 3 月 20 日 证券研究报告 [Table_Title] 纺织服 ...

东兴证券股份有限公司 关于北京嘉曼服饰股份有限公司 首次公开发行前已发行股份限售股上市流通的核查意见 东兴证券股份有限公司（以下简称"东兴证券"或"保荐机构"）作为北京嘉 曼服饰股份有限公司（以下简称"嘉曼服饰"或"公司"）首次公开发行股票并在 创业板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券 交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第2号— —创业板上市公司规范运作》等相关规定，对嘉曼服饰首次公开发行前已发行 股份限售股上市流通事项进行了审慎核查，具体核查意见如下： 一、首次公开发行股票情况 经中国证券监督管理委员会于2022年5月27日作出的《关于同意北京嘉曼服 饰股份有限公司首次公开发行股票注册的批复》（证监许可[2022]1103号）核 准，公司首次公开发行人民币普通股（A股）股票2,700万股，于2022年9月9日 在深圳证券交易所创业板上市。 公司首次公开发行前总股本为81,000,000股，首次公开发行后总股本为 108,000,000股，其中：无限售条件流通股票数量为25,605,786股，占首次公开发 行后总股本的比例为23.71%，有限售条件流通股 ...

证券代码：301276 证券简称：嘉曼服饰 公告编号：2026-002 3、本次申请解除限售股份数量为83,109,924股，占公司总股本的比例为 64.1280%，限售期为自公司首次公开发行股票并上市之日起42个月。本次申请解 除限售股份实际可上市流通的股份数量为26,203,501股，占公司总股本的 20.2188%，剩余股份将按照相关规定计入高管锁定股。 4、本次解除限售的股份将于2026年3月9日（星期一）上市流通。 一、首次公开发行前已发行股份概况和股本变动情况 （一）首次公开发行前已发行股份情况 经中国证券监督管理委员会于2022年5月27日作出的《关于同意北京嘉曼服 饰股份有限公司首次公开发行股票注册的批复》（证监许可[2022]1103号）核准， 公司首次公开发行人民币普通股（A股）股票2,700万股，于2022年9月9日在深圳 证券交易所创业板上市。 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： 1、北京嘉曼服饰股份有限公司（以下简称"公司"）本次解除限售的股份 为公司首次公开发行前已发行的部分股份。 2、本次解除限售股东户数为 ...

特此公告。 北京嘉曼服饰股份有限公司董事会 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。 北京嘉曼服饰股份有限公司（以下简称"本公司"或"公司"）由于设备拨号方 式的更换，致使投资者的联系电话发生了变更，现将有关事项公告如下： | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 投资者联系电话 | 010-68149755 | 010-68149756 | 除上述变更内容外，公司注册地址、办公地址、电子邮箱、公司网址等其他 联系方式保持不变。以上变更信息自公告发布之日起正式启用，敬请广大投资者 留意。 证券代码：301276 证券简称：嘉曼服饰 公告编号：2026-001 2026年2月25日 ...

Group 1 - The stock price of Jiama Clothing (301276) has shown volatility in the past week, with a closing price of 27.91 yuan on February 6, down 4.58%, and a net outflow of 4.77 thousand yuan in main funds [1] - On February 9, the closing price was 27.33 yuan, a decrease of 2.08%, with a significant net outflow of 505.49 thousand yuan [1] - The latest data indicates that the stock price is under short-term technical pressure, with a resistance level at 29.36 yuan and a support level at 26.83 yuan [1] Group 2 - Industry research reports indicate that Jiama Clothing's Q1 net profit performance exceeded revenue, but attention should be paid to inventory reduction progress [2] - The company's gross margin remains stable, but rising expense ratios and high inventory levels are putting pressure on profitability [2] - The latest comprehensive target price for the company is set at 31.00 yuan, indicating a potential upside of 12.65% from the current stock price [2] Group 3 - Recent events suggest that declining consumer confidence in the U.S. and tariff policies may indirectly affect clothing demand, although industry inventory is at a low level and order demand is gradually stabilizing [3] - Jiama Clothing primarily focuses on children's clothing, necessitating attention to terminal sales and brand upgrade progress [3]

Core Viewpoint - The stock of Jiama Clothing (301276.SZ) is currently in a state of decline, trading at 27.33 yuan with a drop of 2.08%, indicating it has fallen below its initial public offering price [1] Group 1: IPO Details - Jiama Clothing was listed on the Shenzhen Stock Exchange's ChiNext board on September 9, 2022, with an initial public offering of 27 million shares at a price of 40.66 yuan per share [1] - The total funds raised from the IPO amounted to 1,097.82 million yuan, with a net amount of 994.59 million yuan after deducting issuance costs [1] - The net funds raised exceeded the original plan by 473.51 million yuan, as the company initially aimed to raise 521.08 million yuan for various projects [1] Group 2: Use of Funds - The funds raised are intended for the construction of a marketing system, an e-commerce operation center, enterprise management information projects, and to supplement working capital [1] Group 3: Financial Details - The total issuance costs for the IPO were approximately 103.23 million yuan, with Dongxing Securities receiving underwriting fees of about 81.45 million yuan [1] Group 4: Future Announcements - The company announced a stock bonus plan on May 22, 2025, proposing a 2-for-10 stock split and a pre-tax dividend of 7.2 yuan, with the record date set for May 28, 2025, and the ex-dividend date for May 29, 2025 [1]

Core Viewpoint - The stock of Jiama Clothing (301276.SZ) is currently in a state of decline, with a closing price of 27.91 yuan and a drop of 4.58% [1] Group 1: Company Overview - Jiama Clothing was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on September 9, 2022, with an initial public offering (IPO) of 27 million shares at a price of 40.66 yuan per share [1] - The total funds raised from the IPO amounted to 1,097.82 million yuan, with a net amount of 994.59 million yuan after deducting issuance costs [1] - The final net amount raised exceeded the original plan by 473.51 million yuan, as the company initially aimed to raise 521.08 million yuan for various projects [1] Group 2: Fund Utilization - The funds raised are intended for the construction of a marketing system, an e-commerce operation center, enterprise management information projects, and to supplement working capital [1] Group 3: Financial Details - The total issuance costs for the IPO were approximately 103.23 million yuan, with Dongxing Securities Co., Ltd. receiving underwriting fees of about 81.45 million yuan [1] Group 4: Future Announcements - The company announced a stock bonus plan on May 22, 2025, proposing a 2-for-10 stock split and a pre-tax dividend of 7.2 yuan, with the record date set for May 28, 2025, and the ex-dividend date for May 29, 2025 [1]

Group 1 - The stock of Jiama Clothing fell by 2.20% on January 26, with a trading volume of 59.99 million yuan. The financing buy amount was 11.36 million yuan, while the financing repayment was 14.54 million yuan, resulting in a net financing buy of -3.18 million yuan. The total financing and securities balance reached 175 million yuan as of January 26 [1] - Jiama Clothing's financing balance of 175 million yuan accounts for 13.41% of its circulating market value, which is above the 70th percentile level over the past year, indicating a high level of financing [1] - On the same day, Jiama Clothing had a securities lending repayment of 1,300 shares, with no shares sold. The remaining securities lending volume was 8,900 shares, with a balance of 249,100 yuan, exceeding the 90th percentile level over the past year, also indicating a high level [1] Group 2 - As of September 30, Jiama Clothing had 9,636 shareholders, a decrease of 21.70% from the previous period. The average circulating shares per person increased by 27.72% to 4,780 shares [2] - For the period from January to September 2025, Jiama Clothing reported an operating income of 708 million yuan, a year-on-year increase of 3.09%. However, the net profit attributable to the parent company was 67.53 million yuan, reflecting a year-on-year decrease of 34.99% [2] - Since its A-share listing, Jiama Clothing has distributed a total of 199 million yuan in dividends. Notably, as of September 30, 2025, the fund "Noan Multi-Strategy Mixed A" (320016) has exited the list of the top ten circulating shareholders [3]