天眼查App显示，近日，保定玖丰箱包有限公司成立，法定代表人为赵华山，注册资本100万人民币， 经营范围为一般项目：箱包制造;箱包销售;皮革销售;皮革制品销售;五金产品零售;针纺织品销售;户外用 品销售;文具用品零售;宠物食品及用品零售;体育用品及器材零售;玩具、动漫及游艺用品销售;办公用品 销售;玩具销售;服装服饰零售;鞋帽零售（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）。 ...

天眼查App显示，近日，保定乐照箱包制造有限公司成立，法定代表人为粟本兰，注册资本10万人民 币，经营范围为一般项目：箱包制造;箱包销售;互联网销售（除销售需要许可的商品）;玩具销售;日用 百货销售;鞋帽零售;皮革制品销售;塑料制品销售;针纺织品销售;户外用品销售;服装服饰批发（除依法须 经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，保定范哲思箱包制造有限公司成立，法定代表人为王娜，注册资本10万人民 币，经营范围为一般项目：箱包制造;箱包销售;互联网销售（除销售需要许可的商品）;玩具销售;日用 百货销售;鞋帽零售;皮革制品销售;塑料制品销售;针纺织品销售;户外用品销售;服装服饰批发;美发饰品销 售;珠宝首饰零售（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

证券研究报告 | 公司更新 | 服装家纺 印尼产能优势+双业务协同，增速有望领跑板块 ——开润股份推荐报告 投资要点 市场担心：服装代工尚处于团队磨合、产能建设及客户拓展阶段，盈利能力预计 短期内难以看到明显提升。 我们认为：服装代工已走出调整压力最大阶段，利润率预计逐年持续改善。预测 依据：1）公司于 2020 年投资上海嘉乐后对其客户结构及产能进行了优化整合， 2024 年已经走出了 2020-2023 年的亏损阶段、实现净利率 3.3%；2）2024 年印尼 服装产能利用率仅 49.9%，随着客户订单规模进一步放量、订单结构优化，我们 预计产能利用率有望提升，将带动利润率上行。 ❑ 驱动因素 1、大客户箱包采购份额提升以及延伸服装品类，带动代工业务收入增速超预 期。 ❑ 推荐理由 开润股份是深耕印尼的箱包及服装制造商，产能稀缺性+双业务协同使其在大客 户中份额持续提升，叠加服装代工利润率不断改善，业绩增速有望超预期。 ❑ 超预期点 1、代工业务收入增速超预期 市场担心：公司大客户 Nike、迪卡侬自身增速放缓，且美国关税导致后续谈单 不确定性增强，代工收入增速可能无法达到双位数。 我们认为：公司凭借印尼 ...

智通财经APP讯，其利工业集团(01731)发布截至2025年6月30日止六个月业绩，收入1.27亿美元，同比 下降2.9%;净利润1410.8万美元，同比下降25.2%;每股基本盈利1.26美分。 销量由同期的约1260万件轻微下跌至期间内的约1240万件，即减少约10万件或1.0%。不同产品类别的 销售组合大致维持稳定，户外及运动包类别继续占总收入逾80%。每件平均售价由10.4美元轻微下跌至 10.2美元，主要由于时尚休闲包及功能性包类别的销售组合出现若干变动。 ...

Core Insights - Huizhou Xinyu Bag Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The company’s business scope includes a variety of sales and wholesale activities related to bags, clothing, leather products, sports equipment, hardware, electronic components, and more [1] Business Scope - The company engages in general projects such as bag sales and internet sales (excluding items requiring permits) [1] - It also involves wholesale and retail of clothing and accessories, leather products, daily necessities, office supplies, and sports equipment [1] - Additionally, the company is involved in the wholesale and retail of hardware products, electronic components, and various electronic products [1] - The company is authorized to conduct domestic trade agency and import-export activities, provided they comply with legal requirements [1]

Core Insights - The TIR (Transports Internationaux Routiers) logistics model is being utilized to enhance cross-border transportation efficiency between Wenzhou and Russia, significantly reducing transit times compared to traditional shipping methods [3][4] - Wenzhou has initiated TIR operations since December last year, establishing five routes to Russia, Belarus, and Uzbekistan, with a total of 43 vehicles dispatched and a cargo value of approximately 26 million yuan in the first seven months of this year [3][4] Group 1 - A TIR vehicle carrying 680 pieces of semi-finished bags from Wenzhou reached the Inner Mongolia Manzhouli port, expected to arrive in Moscow in about 10 days, compared to 55 days by sea and 30 days by rail [2][3] - The first batch of 45 self-operated TIR trucks has been delivered, with plans to expand to 100 by the end of the year, saving $1,000 per trip compared to rented vehicles, leading to over $1 million in annual savings for clients [2][3] Group 2 - The TIR model allows for "one declaration, one vehicle direct delivery," eliminating the need for vehicle changes and inspections, which aligns well with the needs of Wenzhou's light manufacturing and cross-border e-commerce [3] - Future plans include adding TIR routes to five Central Asian countries and exploring international road transport channels to Southeast Asia, enhancing the global logistics network for foreign trade enterprises [4]

Group 1 - Baoding Ranxu Bag Co., Ltd. has been established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Yang Xia [1] - The business scope includes a wide range of products such as bag manufacturing, leather products, plastic products, and various retail items [1] Group 2 - The company is involved in both manufacturing and sales across multiple categories including outdoor products, personal hygiene items, and furniture [1] - The company is authorized to conduct import and export activities as well as internet sales, excluding items that require special permits [1] - The establishment of this company indicates potential growth in the bag and accessories market in Baoding [1]

Group 1 - A new company named Fenyi County Wenjiang Bag Co., Ltd. has been established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Huang Lijun [1] - The business scope includes bag manufacturing, bag repair services, bag sales, leather product sales, sales of packaging special equipment, sales of textile products and raw materials, daily necessities sales, leather product manufacturing, internet sales (excluding goods requiring permits), and labor services (excluding labor dispatch) [1]

Group 1 - The company announced that its fourth board meeting approved the proposal not to lower the conversion price of "Kairun Convertible Bonds" [2]