中国经济网北京2月6日讯嘉曼服饰（301276）(301276.SZ)今日收报27.91元，跌幅4.58%。目前该股处于 破发状态。 嘉曼服饰首次公开发行股票的发行费用共计103,234,368.96元，东兴证券股份有限公司获得保荐、承销 费用81,449,528.30元。 2025年5月22日，公司公告以每10股转增2股并税前派息7.2元，股权登记日2025年5月28日，除权除息日 2025年5月29日。 嘉曼服饰于2022年9月9日在深交所创业板上市，公开公开发行股票2,700万股，发行价格为40.66元/股， 保荐机构(主承销商)为东兴证券股份有限公司，保荐代表人为姚浩杰、张仕兵。 嘉曼服饰首次公开发行股票募集资金总额为109,782.00万元，扣除发行费用(不含税)后募集资金净额为 99,458.56万元。嘉曼服饰最终募集资金净额比原计划多47,350.56万元。嘉曼服饰于2022年9月5日发布的 招股说明书显示，该公司拟募集资金52,108.00万元，分别用于营销体系建设项目、电商运营中心建设项 目、企业管理信息化项目、补充流动资金。 ...

截至9月30日，嘉曼服饰股东户数9636.00，较上期减少21.70%；人均流通股4780股，较上期增加 27.72%。2025年1月-9月，嘉曼服饰实现营业收入7.08亿元，同比增长3.09%；归母净利润6753.40万元， 同比减少34.99%。 分红方面，嘉曼服饰A股上市后累计派现1.99亿元。 机构持仓方面，截止2025年9月30日，嘉曼服饰十大流通股东中，诺安多策略混合A（320016）退出十 大流通股东之列。 责任编辑：小浪快报 1月26日，嘉曼服饰跌2.20%，成交额5999.49万元。两融数据显示，当日嘉曼服饰获融资买入额1135.79 万元，融资偿还1454.26万元，融资净买入-318.47万元。截至1月26日，嘉曼服饰融资融券余额合计1.75 亿元。 融资方面，嘉曼服饰当日融资买入1135.79万元。当前融资余额1.75亿元，占流通市值的13.41%，融资 余额超过近一年70%分位水平，处于较高位。 融券方面，嘉曼服饰1月26日融券偿还1300.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量8900.00股，融券余额24.91万元，超过近一年90%分位水平， ...

Group 1 - The apparel and home textile sector increased by 0.52% on January 8, with Taiping Bird leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Key stocks in the apparel and home textile sector showed significant gains, with Taiping Bird rising by 4.84% to a closing price of 17.10, and Kute Intelligent increasing by 4.71% to 20.22 [1] Group 2 - The apparel and home textile sector experienced a net outflow of 218 million yuan from institutional funds, while retail investors saw a net inflow of 263 million yuan [2] - Major stocks like Jihua Group and Kute Intelligent had varying net inflows and outflows, with Jihua Group seeing a net inflow of 59.01 million yuan from institutional investors [3] - Taiping Bird had a net inflow of 28.57 million yuan from institutional investors, despite a net outflow from retail investors [3]

Group 1 - The core viewpoint of the news is that Jiama Clothing has shown significant trading activity and financial performance, with a notable increase in stock price and financing activities on December 31 [1] - On December 31, Jiama Clothing's stock price increased by 6.88%, with a trading volume of 107 million yuan, and a net financing purchase of 1.7377 million yuan [1] - As of December 31, the total balance of margin trading for Jiama Clothing reached 163 million yuan, accounting for 11.70% of its market capitalization, indicating a high level of financing activity [1] Group 2 - As of September 30, Jiama Clothing reported a total of 9,636 shareholders, a decrease of 21.70% from the previous period, while 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 achieved an operating income of 708 million yuan, representing a year-on-year growth of 3.09%, but the net profit attributable to shareholders decreased by 34.99% to 67.534 million yuan [2] - Since its A-share listing, Jiama Clothing has distributed a total of 199 million yuan in dividends [3]

Sales Performance - The sales situation for the first three quarters of the year has been disclosed in the Q3 report, with the fourth quarter being a peak sales season for the company. The autumn and winter products have received positive market feedback, and sales are better than expected across various brands and channels [3]. - The Hush Puppies adult footwear category has started self-operated sales, contributing additional revenue, although its sales proportion remains low as it is still in the early stages [3]. Children's Clothing Strategy - The company maintains a pricing strategy for its children's clothing brands, including Hush Puppies, Water Kids, and Haggis. This strategy has impacted revenue growth but has preserved brand value and targeted the right consumer base. Future plans include continuous product and service upgrades and enhancing store image [3]. Adult Footwear Development - The adult footwear business for Hush Puppies began self-operation in Q4 2025 after the expiration of the previous online authorization on June 30. Although current sales are small, the growth trend is positive, with plans to open more independent stores in the future [3]. - The main price range for Hush Puppies adult shoes is between 900 RMB and 1700 RMB [3]. Marketing and Sales Expenses - The company plans to maintain stable sales expenses in the short term while focusing on product upgrades. Marketing activities will include collaborations, online promotions, and offline advertising as the brand develops [4]. - In the medium to long term, the company may increase promotional investments to enhance brand recognition and accumulate brand momentum [4]. Dividend Policy - The company aims to maintain a relatively stable dividend ratio as part of its commitment to return value to investors. With improving profitability and in the absence of significant capital expenditures, there is potential for increasing the dividend ratio in the future [4].

Sales Performance - The sales situation for the first three quarters of the year has been disclosed in the Q3 report, with the fourth quarter being a peak sales season. The company's autumn and winter products have received positive market feedback, and sales across various brands and channels are better than expected [2]. - The Hush Puppies adult footwear category has begun self-operation, contributing additional sales revenue, although its sales proportion remains low as it is still in the early stages [2]. Offline Store Development - The company is continuously optimizing and expanding offline channels, focusing on high-traffic shopping centers and department stores while closing underperforming stores. There will be updates to store image and displays [2]. - The company plans to emphasize the development of quality direct-operated channels for men's and women's clothing and adult footwear, while also supporting the expansion of franchise channels to strengthen brand image and consumer accessibility [2]. Children's Clothing Strategy - The company maintains a pricing strategy that aligns with brand positioning for its children's clothing brands, despite a decline in revenue due to a plateau in online traffic. This strategy helps preserve brand value and attract suitable consumers [3]. - Future plans include continuous product and service upgrades for children's clothing brands, replicating successful store models, and ongoing updates to store images to enhance emotional value for consumers [3]. Hush Puppies Adult Footwear Development - The company has taken over the Hush Puppies footwear business from a previous authorized dealer, with self-operation starting in Q4. Although current sales are small, the growth trend is positive [3]. - The company plans to open more quality channels for independent Hush Puppies adult footwear stores in the coming year, in addition to sales through integrated footwear and apparel stores [3]. AI Technology Application - AI technology is currently applied in a supportive role within the company's daily operations, with ongoing efforts to explore new technologies to enhance overall operational efficiency [3].

Group 1 - The Hush Puppies footwear business in Greater China, previously managed by Belle Group, will officially end on December 31, with operational rights returning to the brand owner, Gamman Fashion [1] - Gamman Fashion has been responsible for the online operations of Hush Puppies footwear in Greater China since July 1, 2025 [1] - The first batches of footwear products designed and produced by Gamman Fashion, namely the "Zhenjiang Series" and "Weijingshi Series," were launched in October this year, gaining market attention due to innovative design and quality experience [1] Group 2 - Gamman Fashion, established in 1992, has extensive experience in multi-brand operations and mature omnichannel capabilities in the apparel industry [8] - The company has successfully self-operated Hush Puppies men's, women's, and children's clothing lines, and has maintained a stable operation of children's shoes and bags through an authorized model [8] - By fully taking over the footwear business, Gamman Fashion aims to further integrate core brand resources and enhance the "shoe and clothing integration" product layout, providing consumers with a more complete and coherent shopping experience [8]

Core Viewpoint - The company, Jiama Clothing, reported that the autumn and winter seasons are peak sales periods, with competitive products in the market and better-than-expected sales across various brands and channels [2] Group 1 - The company's autumn and winter products are performing well in the market compared to similar products [2] - Sales from the company's brands and channels are exceeding expectations [2] - The HushPuppies adult footwear category has started self-operation, contributing additional sales revenue, although it is still in the early stages with a low sales proportion [2]

Group 1 - The company, Jiama Clothing, expressed its commitment to maintaining a relatively stable dividend ratio as part of its strategy to actively return value to investors [2] - The company indicated that with the continuous improvement in its profitability, it does not rule out the possibility of further increasing the dividend ratio in the future, provided there are no significant capital expenditures [2]

Core Viewpoint - The company, Jiama Clothing (嘉曼服饰), has transitioned to self-operating the HushPuppies footwear line after the expiration of the previous online licensing agreement on June 30 this year, indicating a positive growth trend despite currently low sales contribution [1] Group 1 - The company began self-operating the HushPuppies footwear business starting in the fourth quarter of this year [1] - The sales contribution from the HushPuppies brand is currently small, but the development trend is reported to be good [1] - The company plans to enhance marketing efforts for the HushPuppies brand and will consider opening independent stores for HushPuppies adult footwear in quality channels next year [1]