浙江云中马股份有限公司2025 年半年度报告 公司代码：603130 公司简称：云中马 浙江云中马股份有限公司 2025 年半年度报告 1 / 186 浙江云中马股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人叶福忠、主管会计工作负责人刘雪梅及会计机构负责人（会计主管人员）刘雪 梅声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的公司未来计划、发展战略等前瞻性描述，不构成公司对投资者的实质性承诺， 敬请广大投资者注意防范投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大 ...

上市公司：凤竹纺织（600493），江南高纤（600527），航民股份（600987），百隆东方（601339）， 浙文影业（601599），台华新材（603055），健盛集团（603558），新澳股份（603889），迎丰股份 （605055），华生科技（605180），富春染织（605189），夜光明（873527），云中马（603130） 数据来源：国家统计局，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国纺织服装行业市场行情动态及投资潜力研究报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据可知：2025年7月全国纺织服装、服饰业出口货值为266亿元，同比下降6%；2025 年1-7月全国纺织服装、服饰业累计出口货值为1605.1亿元，累计同比增长0.5%。 ...

Group 1 - The core viewpoint of the article highlights the performance and trends in the Chinese textile industry, particularly focusing on export values and growth rates [1][3]. - In July 2025, the total export value of the textile industry in China was 21.4 billion, representing a year-on-year decrease of 4% [1]. - From January to July 2025, the cumulative export value of the textile industry reached 146.64 billion, showing a cumulative year-on-year growth of 0.8% [1]. Group 2 - The article lists several publicly listed companies in the textile sector, including Fengzhu Textile, Jiangnan High Fiber, and others, indicating a diverse market landscape [1]. - A report by Zhiyan Consulting titled "2025-2031 China Textile Industry Development Strategy and Investment Direction Research Report" is referenced, suggesting ongoing research and analysis in the industry [1].

Market Overview - The textile manufacturing sector increased by 0.85% on August 21, with Huasheng Co. leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Top Performers - The top gainers in the textile manufacturing sector included: - Run Dis (600156) with a closing price of 9.03, up 9.99% and a trading volume of 289,400 shares, totaling 260 million yuan [1] - Xingye Technology (002674) at 13.79, up 9.97% with a trading volume of 157,600 shares, totaling 215 million yuan [1] - Yingfeng Co. (605055) at 8.00, up 4.17% with a trading volume of 246,100 shares, totaling 196 million yuan [1] Underperformers - The textile manufacturing sector also saw some declines, with notable underperformers: - Jingjie Zuo Xian (61800E) at 26.13, down 3.76% with a trading volume of 59,100 shares, totaling 157 million yuan [2] - Nanshan Zhishang (300918) at 20.36, down 3.09% with a trading volume of 194,700 shares, totaling 400 million yuan [2] - Hu'an Fashion (002042) at 5.06, down 3.07% with a trading volume of 706,000 shares, totaling 360 million yuan [2] Capital Flow - The textile manufacturing sector experienced a net outflow of 201 million yuan from institutional investors, while retail investors saw a net inflow of 207 million yuan [2][3] - The capital flow for key stocks showed: - Xingye Technology had a net inflow of 61.87 million yuan from institutional investors, but a net outflow of 32.04 million yuan from speculative funds [3] - Huafang Co. had a net inflow of 26.26 million yuan from institutional investors, with net outflows from both speculative and retail investors [3]

Group 1 - The core viewpoint of the news is that Zhejiang Yunzhongma Co., Ltd. has experienced a decline in stock price and profitability, indicating potential challenges ahead for the company [1][3] - As of August 15, 2025, the company's stock closed at 42.99 yuan, down 4.47%, with a turnover rate of 20.18% and a trading volume of 103,000 hands, amounting to 441 million yuan [1] - The latest quarterly report shows total operating revenue of 586 million yuan, a year-on-year increase of 7.04%, while net profit attributable to shareholders decreased by 57.09% to 10.35 million yuan [1] Group 2 - The company has a current ratio of 1.161 and a quick ratio of 1.036, indicating its liquidity position [1] - The debt-to-asset ratio stands at 55.24%, suggesting a moderate level of financial leverage [1] - Zhejiang Yunzhongma has made investments in 6 companies and participated in 28 bidding projects, showcasing its active engagement in business expansion [2]

Group 1 - The textile manufacturing sector increased by 0.49% on August 15, with Xingye Technology leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] - Key stocks in the textile manufacturing sector showed various performance levels, with Xingye Technology closing at 12.00, up 7.91% [1] Group 2 - The textile manufacturing sector experienced a net outflow of 14.17 million yuan from institutional investors, while retail investors saw a net inflow of 2.35 million yuan [2] - Major stocks like Xingye Technology had a significant net inflow of 24.27 million yuan from institutional investors, despite a net outflow from retail investors [3] - The overall trading volume and turnover in the textile manufacturing sector reflected mixed investor sentiment, with some stocks experiencing notable declines [2][3]

| 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 综合 | 3.91 | 18.41 | 21.27 | 东阳光 | 10.01 | | 建筑材料 | 2.69 | 122.00 | -3.56 | 国际复材 | 19.92 | | 房地产 | 1.77 | 139.31 | -4.43 | 衢州发展 | 10.04 | | 机械设备 | 1.53 | 820.43 | -7.68 | 海能技术 | 29.97 | | 电子 | 1.38 | 1277.44 | -28.34 | 中富电路 | 20.01 | | 电力设备 | 1.29 | 809.02 | 8.65 | 欧陆通 | 14.30 | | 基础化工 | 1.25 | 454.72 | -6.62 | 硅烷科技 | 14.66 | | 汽车 | 1.22 | 494.98 | -9.44 | 川环科技 | 20.00 | | 有色金属 | 1.21 | 474.29 | 5.88 | 金田股份 | 10.0 ...

Market Overview - The textile manufacturing sector experienced a decline of 1.0% on August 14, with Nobon Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Stock Performance - Notable gainers in the textile manufacturing sector included: - Yunzhongma (603130) with a closing price of 45.00, up 5.86% and a trading volume of 142,600 shares, totaling 653 million yuan [1] - Jinchun Co., Ltd. (300877) closed at 29.20, up 2.49% with a trading volume of 97,800 shares, totaling 29.06 million yuan [1] - Conversely, Nobon Co., Ltd. (603238) saw a significant decline, closing at 19.18, down 6.03% with a trading volume of 56,000 shares, totaling 110 million yuan [2] Capital Flow - The textile manufacturing sector saw a net outflow of 82.63 million yuan from institutional investors, while retail investors contributed a net inflow of 90.83 million yuan [2] - The capital flow for key stocks included: - Yunzhongma had a net inflow of 67.40 million yuan from institutional investors, while retail investors had a net outflow of 32.69 million yuan [3] - Jinchun Co., Ltd. experienced a net inflow of 10.81 million yuan from institutional investors and a net inflow of 19.26 million yuan from retail investors [3]

2025年上半年，纺织服装、服饰业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011年 起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为 13655个，和上年同期相比，增加了20个，同比增长0.15%，占工业总企业的比重为2.62%。 上市公司：凤竹纺织（600493），江南高纤（600527），航民股份（600987），百隆东方（601339）， 浙文影业（601599），台华新材（603055），健盛集团（603558），新澳股份（603889），迎丰股份 （605055），华生科技（605180），富春染织（605189），夜光明（873527），云中马（603130） 相关报告：智研咨询发布的《2025-2031年中国纺织服装行业市场行情动态及投资潜力研究报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 数据来源：国家统计局，智研咨询 ...

Group 1 - The textile manufacturing sector experienced a decline of 0.16% on August 12, with Yingfeng Co. leading the drop [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] - Key stocks in the textile manufacturing sector showed varied performance, with Guqi New Material rising by 1.43% to a closing price of 24.77 [1] Group 2 - Yingfeng Co. saw a significant decline of 4.80%, closing at 7.74, with a trading volume of 284,000 shares [2] - The textile manufacturing sector experienced a net outflow of 153 million yuan from main funds, while retail investors contributed a net inflow of 133 million yuan [2] - The trading volume for major stocks in the textile sector varied, with notable transactions including 610,000 shares for Guqi New Material, generating a turnover of 152 million yuan [1][2]