JIAMAM(301276)

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调研速递|嘉曼服饰接受长江证券等6家机构调研 聚焦业务调整与市场动态
Xin Lang Cai Jing· 2025-09-05 11:29
Group 1 - The company held a conference call on September 5, 2023, with six institutions including Changjiang Securities and various fund management companies for targeted research [1] - The company reported a decrease in other business income due to the expiration of the licensing agreement for the Hush Puppies adult footwear category, leading to a reduction in licensing fees [2] - The company plans to self-manage the Hush Puppies adult footwear category, with changes in online and offline sales channels [2] Group 2 - The company has seen growth in its men's and women's clothing business, with revenue from this category expected to reach 10.06% by the end of 2024, up from 22.87% in the first half of this year [3] - The company aims to further develop its men's and women's clothing business through product upgrades and channel expansion [3] - Positive sales feedback was reported for August, attributed to the launch of autumn new products and improved store presentations, indicating increased consumer spending [4] Group 3 - The company has experienced a reduction in government subsidies in the first half of the year, primarily due to decreased support funds for subsidiaries [5] - The company maintains a stable dividend policy and may consider increasing the dividend ratio if profitability continues to improve without significant capital expenditures [4]
嘉曼服饰:接受长江证券等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-09-05 10:27
Group 1 - The core viewpoint of the article highlights that Jiama Clothing (SZ 301276) has engaged with investors through a research meeting, indicating active investor relations and transparency [1] - For the first half of 2025, Jiama Clothing's revenue composition shows that children's clothing accounts for 75.95%, while men's and women's clothing represents 22.87%, and other businesses contribute 1.18% [1] - As of the report, Jiama Clothing has a market capitalization of 2.9 billion yuan [1] Group 2 - The article also discusses the challenges faced by Haidilao, noting that the survival rate of its sub-brands is below 50%, indicating potential issues in brand management and diversification strategies [1]
嘉曼服饰(301276) - 2025年9月5日投资者关系活动记录表
2025-09-05 10:20
Group 1: Financial Performance - The decrease in other business income in the 2025 semi-annual report is primarily due to the expiration of the licensing agreement for Hush Puppies adult footwear, leading to a corresponding reduction in licensing fees [2][3] - The revenue proportion for Hush Puppies men's and women's clothing increased from 10.06% at the end of 2024 to 22.87% in the first half of 2025, indicating strong growth in this category [2][3] Group 2: Future Plans and Market Outlook - The company plans to self-manage the Hush Puppies adult footwear category following the expiration of the licensing agreement, with ongoing changes in online and offline sales channels [3] - The adult footwear will maintain an American casual style, focusing on comfort while incorporating consumer preferences and seasonal trends [3] - Recent feedback indicates an improvement in consumer sentiment, with sales growth observed in August due to new autumn products and seasonal changes [3] Group 3: Dividend and Government Support - The company aims to maintain a relatively stable dividend payout ratio, with potential increases as profitability improves and without significant capital expenditures [3] - The reduction in government subsidies in the first half of the year is attributed to decreased support funds in the subsidiary's location [3]
破发股嘉曼服饰某股东拟清仓减持 东兴证券保荐上市

Zhong Guo Jing Ji Wang· 2025-09-02 07:19
Group 1 - The core point of the news is that the shareholder Shenzhen Jiaqiao Fukai Equity Investment Enterprise (Limited Partnership) plans to reduce its holdings in Jiama Clothing by up to 365,960 shares, which represents no more than 0.28238% of the company's total share capital [1] - The reduction will occur through centralized bidding transactions within three months starting from September 5, 2025, following the announcement of the reduction plan [1] - As of the announcement date, Shenzhen Jiaqiao holds 365,960 shares, all of which were issued prior to the company's initial public offering [1] Group 2 - Jiama Clothing was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on September 9, 2022, with an initial public offering of 27 million shares at a price of 40.66 yuan per share [1] - On its first day of trading, Jiama Clothing reached a maximum price of 38.00 yuan, marking the highest price since its listing [2] - The total amount raised from the initial public offering was 109.782 million yuan, with a net amount of 99.45856 million yuan after deducting issuance costs, which was 47.35056 million yuan more than originally planned [2]
嘉曼服饰:股东深圳架桥拟减持不超过0.28238%股份
Zheng Quan Ri Bao· 2025-09-02 07:07
Group 1 - The core point of the article is that the shareholder Shenzhen Jiaqiao plans to reduce its stake in Jiama Clothing by selling up to 365,960 shares, which represents 0.28238% of the company's total share capital [2] - The reduction will be executed through centralized bidding and is scheduled to take place within three months starting from September 5, 2025, to December 4, 2025 [2] - The reason for the share reduction is stated as the shareholder's personal funding needs [2]
9月2日早间重要公告一览
Xi Niu Cai Jing· 2025-09-02 05:09
Group 1 - Zhonglun New Materials plans to reduce its shareholding by up to 4 million shares, accounting for 1% of the total share capital [1] - Haojiang Intelligent plans to reduce its shareholding by up to 1.5 million shares, accounting for 0.8364% of the total share capital [1] - Dekeli plans to reduce its shareholding by up to 474,180 shares, accounting for 3% of the total share capital [1][2] Group 2 - Fosun Pharma's subsidiary has received FDA approval for its HLX14 injection, intended for treating osteoporosis in postmenopausal women [3][4] - Shengtai Group plans to reduce its shareholding by up to 16.67 million shares, accounting for 3% of the total share capital [5] - Fangyuan Co. plans to reduce its shareholding by up to 15.3 million shares, accounting for 3% of the total share capital [6] Group 3 - Shenkai Co. completed a tender offer, resulting in 14.5655 million shares being accepted, giving the acquirer a 9.71% stake [8] - Guangdong Construction's 90MW solar-storage project in Tibet has achieved full capacity grid connection [9] - Kesi Technology plans to reduce its shareholding by up to 471,220 shares, accounting for 3% of the total share capital [9] Group 4 - Zhongtai Automobile's subsidiary faces forced execution, impacting its operational capacity [10] - Weima Agricultural Machinery plans to reduce its shareholding by up to 960,000 shares, accounting for 0.98% of the total share capital [10] - Tianqi Co. signed a strategic cooperation agreement with EVE Energy to enhance the lithium battery supply chain [11] Group 5 - Sudavige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co. for a total valuation of up to 1 billion yuan [12] - Dengyun Co. plans to transfer 75% of its subsidiary's equity for 137 million yuan [13] - Sierte has received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [14] Group 6 - Enjie Co. received a VAT refund of 188 million yuan for its subsidiary [15] - Jiama Clothing plans to reduce its shareholding by up to 366,000 shares, accounting for 0.28238% of the total share capital [16] - Xinong Co. plans to reduce its shareholding by up to 1.05 million shares, accounting for 0.6737% of the total share capital [17] Group 7 - Jiewate plans to jointly acquire 66.25% of Xinguang Haian for a total price of 418 million yuan [18] - Hubei Energy reported an increase in power generation by 22.05% year-on-year in August, with a total of 5.020 billion kWh generated [19][20] - Nasda signed a strategic cooperation agreement with Teld for collaboration in market and product innovation [21] Group 8 - Jinli Technology plans to reduce its shareholding by up to 978,200 shares, accounting for 0.56% of the total share capital [22][23]
9月1日增减持汇总:贵州茅台增持 科思科技等18股减持(表)





Xin Lang Zheng Quan· 2025-09-01 14:31
Summary of Key Points Core Viewpoint - On September 1, Guizhou Moutai disclosed an increase in shareholding, while 18 A-share listed companies announced share reductions by their shareholders [1][3]. Group 1: Guizhou Moutai - The controlling shareholder of Guizhou Moutai increased their holdings by 67,800 shares [3]. Group 2: Share Reduction Announcements - Jinli Technology: Shareholder Wang Gangjuan plans to reduce holdings by up to 978,200 shares [3]. - New Agricultural Shares: Shareholder Dai Jingu intends to reduce holdings by up to 1,050,000 shares [3]. - Weima Agricultural Machinery: Chongqing Baoxia plans to reduce holdings by up to 0.98% of the company [3]. - Jiaman Apparel: Shareholder Shenzhen Jiaqiao plans to reduce holdings by up to 0.28238% [3]. - Fangyuan Shares: Shareholder Wuzhong Yuanding plans to reduce holdings by up to 3% [3]. - Kesi Technology: Liang Hongjian intends to reduce holdings by up to 3% [3]. - Shengtai Group: Itochu Asia plans to reduce holdings by up to 3% [3]. - Tenglong Shares: Jiang Yilin reduced holdings by 250,000 shares on August 28 [3]. - Haojiang Intelligent: Shareholder Nanjing Fuhua plans to reduce holdings by up to 1,500,000 shares [3]. - Dekeli: Shareholders holding over 5% plan to reduce holdings by up to 2.9957% [3]. - Yaxiang Integration: Shareholder plans to reduce holdings by up to 0.54% [3]. - Zhonglun New Materials: Shareholder plans to reduce holdings by up to 1% of total share capital [3]. - Juhualong: Shareholder Dongtai Juhua Ying plans to reduce holdings by up to 1% [3]. - Yidamo: Shareholder Qingyuan China plans to reduce holdings by up to 1% [3]. - Zhongtie Dingye: Shareholder Zhongyuan Equity commits not to reduce holdings within 36 months [3]. - Jinghua Laser: Directors and senior management plan to reduce holdings by up to 1,434,200 shares [3]. - Haotaitai: Shareholder Hou Pengde plans to reduce holdings by up to 0.8698% [3]. - Longqi Technology: Shareholder Suzhou Shunwei plans to reduce holdings by up to 4.09% [3].
嘉曼服饰:深圳架桥拟减持公司股份不超36.6万股
Zheng Quan Shi Bao Wang· 2025-09-01 12:39
Core Viewpoint - The shareholder Shenzhen Jiaqiao Fukai Equity Investment Enterprise (Limited Partnership) plans to reduce its stake in Jiama Clothing by up to 366,000 shares, representing no more than 0.28% of the company's total share capital [1] Summary by Relevant Categories Shareholder Actions - Shenzhen Jiaqiao intends to sell a maximum of 366,000 shares through centralized bidding [1] Company Ownership - The reduction in shares will account for 0.28% of Jiama Clothing's total share capital [1]
嘉曼服饰:股东深圳架桥计划减持不超过约37万股公司股份
Mei Ri Jing Ji Xin Wen· 2025-09-01 12:33
Group 1 - The core point of the article is that Jiaman Apparel announced a plan for a shareholder to reduce their stake in the company by selling up to approximately 370,000 shares, which represents about 0.28238% of the total share capital [1] - The shareholder, Shenzhen Jiaqiao Fukai Equity Investment Enterprise, will execute the share reduction through centralized bidding within a specified period from September 5, 2025, to December 4, 2025 [1] - As of the report, Jiaman Apparel has a market capitalization of 2.8 billion yuan [1] Group 2 - For the first half of 2025, Jiaman Apparel's revenue composition is as follows: children's clothing accounts for 75.95%, men's and women's clothing accounts for 22.87%, and other businesses account for 1.18% [1]
嘉曼服饰(301276) - 北京嘉曼服饰股份有限公司关于公司股东股份减持计划的预披露公告
2025-09-01 11:45
关于公司股东股份减持计划的预披露公告 公司股东深圳市架桥富凯股权投资企业(有限合伙)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: 北京嘉曼服饰股份有限公司(以下简称"公司""嘉曼服饰")股东深圳市架桥 富凯股权投资企业(有限合伙)(以下简称"深圳架桥")持有 365,960 股的公司 股份(占公司总股本比例 0.28238%),全部为首次公开发行前已发行股份,其 本次计划以集中竞价方式减持本公司股份合计不超过 365,960 股,占公司总股本 比例不超过 0.28238%。上述股东通过集中竞价交易方式减持的,自本减持计划 公告之日起 3 个交易日后的 3 个月内进行(2025 年 9 月 5 日至 2025 年 12 月 4 日)。 如上述减持期间内公司有发生除权、除息事项的,减持股份数量将作相应调 整;如遇公司股票在此期间发生回购注销等股本变动事项的,拟减持股份数量将 相应进行调整,但减持股份占总股本的比例不变。 证券代码:301276 证券简称:嘉曼服饰 公告编号:2025-035 北京嘉 ...