耐克业绩电话会后股价盘后涨幅扩大至11%。 ...

| 市场概况 > 耐克 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 62.54 USD | | | | | | + 关注 | | +1.71 (2.81%) ↑ 今天 | | | | | | | | 收盘时间: 6月26日 GMT-4 下午5:47 · 免责声明 | | | | | | | | 盘后价 66.34 +3.80 (6.08%) | | | | | | | | 1 天 6 个月 | 5天 1个月 | YTD | 1年 | 5年 | 最大 | | | 68 | | | | | | | | 66 | | | | | | | | 64 | | | | | | | | 62 | | | | | | 昨日 | | | | | | | | 收盘价 | | 60 | | | | | | 60.83 | | 上午10:00 下午12:00 | | 下午2:00 | | 下午4:00 | 下午6:00 | 下午8:00 | | 开盘 市值 | 61.56 | | | 923.08亿 | 52 周高点 | 94.74 | | 最高 | 62. ...

Core Viewpoint - Nike plans to gradually increase prices starting in the fall of 2025 due to rising costs associated with tariffs, which are expected to add approximately $1 billion to total expenses [1] Summary by Relevant Categories Pricing Strategy - Nike will begin implementing price increases in the fall of 2025 [1] Cost Implications - The additional total costs due to tariffs are projected to be around $1 billion [1]

Group 1 - The 2025 Digital Economy New Consumption Conference was held in Chongqing, focusing on the integration of consumer goods and digital economy, aiming to promote industry exchanges and capital-project interactions [3][15] - The conference highlighted the trend of "precision consumption," with a 19% year-on-year increase in users opting for interest-free installment payments during the "6·18" shopping festival [6] - The event featured discussions on overcoming challenges in the consumer goods sector, emphasizing the need for digital transformation and innovative marketing strategies [11][12] Group 2 - The conference showcased successful case studies, such as the rapid growth of the high-tech apparel brand "Meili City," which achieved significant market presence within a year by focusing on product innovation and targeted marketing [8] - A roundtable discussion included insights from various industry leaders, emphasizing the importance of integrating food culture and digital strategies to create successful products [11][12] - The launch of the 2025 Digital Economy New Consumption Initiative aims to explore new paths for consumer innovation, focusing on collaboration across different sectors to enhance consumer experiences [15][17]

证券研究报告 2025年6月26日 行业：纺织服饰 增持 （维持） 可选消费：年轻化、品牌化、智能化，驱动 新成长 分析师：袁锐 SAC编号：S0870525060002 分析师：杜洋 SAC编号：S0870523090002 目录 SECTION C o n t e n t 1. 新消费：品牌价值崛起，挖掘年轻消费 ➢ 黄金消费结构分化显著，避险需求推动金价走高； ➢ 古法金与小克重引领新潮流； ➢ 年轻群体成消费主力驱动创新。 黄金消费 潮玩消费 户外消费 科技消费 ➢ 潮玩市场三大驱动力支撑： Z世代消费力崛起、IP商业化加速、技术创新推动； ➢ "谷子经济"高速增长，国潮引领市场； ➢ 谷子经济推动二级市场繁荣。 ➢ AI+消费正从技术探索转向大规模商业化； ➢ 人形机器人量产与应用拓展； ➢ 智能家居与穿戴设备深度升级。 ➢ 户外市场稳步扩容，渗透潜力巨大； ➢ 健康意识与政策技术驱动增长； ➢ 多元化细分趋势崛起："轻户外"引领、消费场景拓展等。 图片来源：上海黄金交易所，人民日报数字传播，MobTech研究院，浙江省纪委省监委网站 3 2. 黄金消费：黄金避险属性凸显，古法黄金带动金饰消费 1. ...

Group 1: Automotive Industry - The average payment term for domestic automotive companies exceeds 170 days, with some companies extending it to over 240 days [1][3] - The long payment terms are seen as a way for automotive companies to transfer financing and cash flow pressures onto suppliers [1] - The revised "Regulations on Payment of Funds for Small and Medium-sized Enterprises" aims to address the payment difficulties faced by small suppliers, mandating large enterprises to pay within 60 days [3] Group 2: Real Estate Industry - The average payment term for real estate companies is reported to be 9 months, with some companies like Greenland Holdings exceeding 20 months [1] Group 3: Home Appliances Industry - The average payment term for white goods manufacturers is approximately 145 days, with Gree Electric Appliances notably lagging at over 170 days [1] Group 4: Food and Beverage Industry - The average payment term in the liquor industry is around 4 months, while *ST Rock faces a prolonged payment term of 4.5 years due to operational crises [1] Group 5: Textile and Apparel Industry - The textile and apparel industry has an average payment term of 71 days, with 107 listed companies reporting a total operating cost of 351.62 billion and accounts payable of 56.63 billion [5][7] - The payment term for the textile manufacturing sector is 55 days, while the apparel and home textile sector has a significantly longer payment term of 147 days [7] - The jewelry sector has a notably shorter payment term, averaging 8 days, due to the concentrated supply chain and strong bargaining power of suppliers [8][10] Group 6: Specific Company Case - ST Start - ST Start has an alarming payment term of 440 days, significantly higher than its peers in the apparel sector [12] - The company has faced severe operational challenges, leading to a cumulative net loss of 1.258 billion over three years and a debt ratio of 92.69% as of 2024 [14][16] - To alleviate cash flow issues, ST Start has extended its payment terms, with a drastic increase from around 200 days in 2020 to 452 days in 2023 [16]

Group 1 - A total of 24 companies were investigated by institutions on June 25, with 17 companies specifically targeted by funds [1][2] - The most popular company among funds was Botao Bio, which had 21 participating funds, followed by Sanfu Outdoor and Entropy Technology with 7 and 6 funds respectively [1][2] - The companies investigated belong to 12 different industries, with the textile and apparel, and pharmaceutical and biotechnology sectors having the most companies, each with 3 stocks listed [1] Group 2 - Among the companies investigated, 3 had a total market capitalization exceeding 50 billion yuan, while 13 had a market cap below 10 billion yuan [1] - In terms of market performance, 9 stocks among the investigated companies saw an increase in the last 5 days, with Haike Xinyuan, Bai'ao Intelligent, and Ganfeng Lithium leading with increases of 50.83%, 10.42%, and 5.88% respectively [1][2] - Conversely, 8 stocks experienced declines, with Mankalon, Botao Bio, and China Merchants Energy showing the largest drops of 7.94%, 5.35%, and 4.76% respectively [1][2]

报告摘要 | 主要数据 | | | --- | --- | | 上证指数 | 3420.566 | | 沪深 300 | 3904.0342 | | 深证成指 | 10217.6287 | 主要指数走势图 10% -20% 作者 刘庆东 SAC 执业证书: S0640520030001 联系电话:010-59219572 邮箱：liuqd@avicsec.com (2025.06.16-2025.06.20) 2025 年 06 月 25 日 证券研究报告|宏观研究|宏观深度 金融市场分析周报 相关研究报告 金融市场分析周报 —2025-06-20 金融市场分析周报(2025.06.03-2025.06.06) —2025-06-13 金融市场分析周报 —2025-06-06 入市需谨慎 股市有风险 请务必阅读正文之后的免责声明部分 联系地址:北京市朝阳区望京街道望京东园四区2号楼中航产融大 厦中航证券有限公司 公司网址：www.avicsec.com 传真：010-59562637 联系电话：010-59219558 中航证券研究所发布 证券研究报告 分析师 1 规模以上工业增加值:5 月份,规模以上工业增 ...

天眼查App显示，近日，四川欧可依服饰有限公司成立，法定代表人为闵晋梓，注册资本1000万人民 币，四川欧纹服饰有限公司、南充市临开高新置业有限公司持股。 企业名称四川欧可依服饰有限公司法定代表人闵晋梓注册资本1000万人民币国标行业制造业>纺织服 装、服饰业>服饰制造地址四川省南充市顺庆区共兴镇青家坝金秤钩临江低碳产业园A6号3、4楼企业类 型其他有限责任公司营业期限2025-6-24至无固定期限登记机关南充市顺庆区市场监督管理局 来源：金融界 序号股东名称持股比例1四川欧纹服饰有限公司72%2南充市临开高新置业有限公司28% 经营范围含服饰制造；家用纺织制成品制造；劳动保护用品生产；特种劳动防护用品生产；医护人员防 护用品生产（Ⅰ类医疗器械）；服装服饰批发；服装服饰零售；针纺织品销售；劳动保护用品销售；特 种劳动防护用品销售；鞋帽批发；鞋帽零售；塑料制品销售；橡胶制品销售；皮革制品销售；家具销 售；医护人员防护用品批发；医护人员防护用品零售；服饰研发；服装制造；服装辅料制造；服装辅料 销售；互联网销售（除销售需要许可的商品）；建筑材料销售；建筑砌块销售；建筑装饰材料销售；水 产苗种销售；食用农产品零售；肥 ...

女性跑完一英里，约1609.344米，最快需要几分钟？ 肯尼亚选手菲斯·基普耶贡（Faith Kipyegon）在2023年7月22日告诉你—— 4分07秒64 。 普通人或许对这个成绩没有概念。举个例子，各地体育中考800米满分在3分30秒左右，大学生800米 满分在3分15秒左右。假如你和基普耶贡同时出发竞逐800米，可能一圈还没跑完，对手已经冲过终 点线了。 女子一英里成绩的认证历史其实并不悠久。1967年，国际田联开始承认女子一英里跑步世界纪录； 1989年，罗马尼亚选手保拉·伊万创造了4分15秒61的世界纪录，这一成绩保持了较长时间。 34年之后，基普耶贡将这一成绩提升了8秒左右。 如今，基普耶贡又要将成绩提高近8秒左右， 这次用时只有不到两年 。 6月26日，基普耶贡将在巴黎进行"破4"挑战——4分钟内完成1英里竞速。长达几十年的时间里，这 一挑战被视为"不可能完成的任务"，尤其对女性运动员而言。在耐克专业团队的帮助下，基普耶贡有 机会改变游戏规则，成为跨越这一门槛的女性"第一人"。 作为三届奥运冠军、世锦赛金牌得主、完成50天内三破世界纪录壮举的顶级中长跑运动员，基普耶 贡说道："我在想，下一步 ...