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]

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]