每经头条（nbdtoutiao）——男子街头逃亡、剑客山间打斗……电影级中国视频大模型被称"地表最 强"，几十个提示字生成15秒视频可商业交付，影视股大涨！记者亲测 （记者 曾健辉） 每经AI快讯，森马服饰2月11日晚间发布公告称，公司第七届董事会第二次会议于2026年2月10日在公 司召开。会议审议了《关于推选李立丰先生为公司第七届董事会独立董事候选人的议案》等文件。 ...

中新网北京2月11日电(记者左宇坤)近日，杉杉股份一纸公告，为其持续近一年的重整拉锯落下关键 符。 公告披露，控股股东杉杉集团及其全资子公司朋泽贸易、杉杉集团管理人与重整投资人皖维集团、宁波 金资签署《重整投资协议》。若顺利落地，这家横跨服装、新能源、光学显示的浙商巨头，将迈入国资 主导的新周期。 从"不要太潇洒"的服装国民品牌，到全球负极材料、偏光片双龙头，再到经历创始人离世、股权动荡、 债务承压。杉杉的发展历程，是民营企业抓住风口、跨界转型的典范，也是整顿困局、绝境求生的缩 影。 杉杉股份公告截图(部分)。 重整进展 杉杉集团的司法重整始于2025年。债务压力、股权纷争和经营波动迫使其走上重整之路，而此前的两轮 招募投资人均以失败告终。 有着"民营船王"之称的任元林领衔的资本联合体，曾率先抛出重整方案，却因"未能获得债权人会议的 通过"折戟。此后，辽宁首富、方大系实控人方威携产业资本入局，最终也因"尽职调查时间短、不充 分，无法合理判断标的资产价值"退场。 这似乎和大家印象中的西服品牌杉杉大相径庭。 1989年，"甬商"代表、杉杉品牌创始人郑永刚临危受命，盘活了奄奄一息的甬港服装厂，并创立杉杉品 牌。彼时 ...

Core Viewpoint - The restructuring of Singshan Group marks a significant turning point for the company, transitioning to a state-owned enterprise led by Anhui Guowei Group and Ningbo Jinzi, which could stabilize its operations and financial health [1][2]. Restructuring Progress - The judicial restructuring of Singshan Group began in 2025 due to debt pressure, equity disputes, and operational fluctuations, with previous attempts to recruit investors failing [2]. - A capital consortium led by Ren Yuanlin proposed a restructuring plan but failed to gain creditor approval, highlighting the complexity of Singshan's debt and equity issues [3]. - In February 2026, Anhui Guowei Group and Ningbo Jinzi emerged as the successful investors, committing up to 7.156 billion yuan to acquire control of 21.88% of Singshan's shares [2][3]. Financial Performance - Despite the restructuring challenges, Singshan is expected to achieve a net profit of 400 million to 600 million yuan for the fiscal year 2025, marking a turnaround from previous losses [3][4]. - The core businesses of anode materials and polarizers are projected to generate a combined net profit of 900 million to 1.1 billion yuan, contributing significantly to the company's recovery [4]. Business Transformation - Singshan, originally known for its clothing brand, has successfully transitioned into the lithium battery materials and polarizer sectors, becoming a leader in these industries [5][6]. - The company has developed a dual-engine business model focusing on lithium battery anode materials and polarizers, which has driven its recent growth [6]. Leadership and Legacy - The sudden passing of founder Zheng Yonggang in February 2023 created a power vacuum, leading to internal disputes and operational challenges, resulting in a net loss of 367 million yuan for 2024 [8]. - The company's debt reached a historical peak of 24.882 billion yuan by the end of 2023, with ongoing restructuring efforts aimed at stabilizing its financial situation [8]. Strategic Alignment - The investment from Anhui Guowei Group is seen as a strategic move to enhance the local industrial chain, as the region lacks a leading player in lithium battery materials [9]. - The alignment of core businesses between Singshan and Anhui Guowei Group is expected to facilitate the integration of regional resources and support the company's recovery [9].

Group 1 - The National Market Supervision Administration (NMSA) has initiated a three-year action plan to optimize the consumption environment, achieving significant progress with over 210 national standards for major consumer goods and service consumption released [1] - The NMSA emphasizes the importance of enhancing domestic consumption as a key driver for economic growth, aligning with the central economic work conference's focus on strengthening the domestic market [1] - The NMSA has established 19.325 million charging infrastructure units and 30,000 commercial logistics distribution points in rural areas, contributing to the development of a "15-minute convenient living circle" with 8,132 locations [1] Group 2 - The NMSA has launched the "Iron Fist" action to address consumer pain points, focusing on quality safety issues in children's toys, illegal modifications of electric bicycles, and trademark infringements in e-commerce, resulting in 72,000 cases being investigated [2] - A total of 823.6 million consumer products have been recalled, including 1.398 million power banks, to reduce consumer risks [2] - The NMSA has initiated a "cross-region return and exchange" initiative, with 214,000 offline stores participating, and improved consumer rights protection through revised complaint handling procedures [2]

2月10日晚间，ST雪发（SZ002485，股价4.81元，市值26亿元，即雪松发展）获悉，广州市中级人民法院（以下简称广州中院）已于当日就公司关联方雪 松控股集团有限公司（以下简称雪松控股）、实际控制人张劲等人涉嫌"集资诈骗、非法吸收公众存款、背信运用受托财产、妨害作证一案"宣判。 图片来源： Wind截图 需要说明的是，张劲未直接持有ST雪发股份，他通过广州雪松文化旅游投资有限公司（以下简称雪松文投）及广州君凯投资有限公司合计持有ST雪发 69.40%股份，但其大部分持股目前处于质押及司法冻结状态。约10天前，ST雪发发布了业绩预告，预计2025年继续亏损。 约3年前宣布实控人张劲"失联" 关于雪松控股及张劲一案，最早可以追溯到2023年。 根据公开报道，2023年5月7日，广州市公安局黄埔区分局发布通告，对雪松控股下属的广东圆方投资有限公司等涉嫌非法吸收公众存款案立案查处。公安 机关已对主要犯罪嫌疑人张某等人采取刑事强制措施；已依法提取相关涉案数据，并已委托专业机构进行独立鉴定和司法审计；已对涉案相关资产予以查 封、扣押、冻结。 （更多信息请参考：《涉嫌非法吸收公众存款！雪松控股下属公司被立案查处》） ...

Group 1 - The company will hold its first extraordinary general meeting of 2026 on March 9, 2026, at 14:50 in Shenzhen [2][5] - The meeting will be convened by the board of directors, and voting will be conducted through a combination of on-site and online methods [2][3] - The online voting system will be the Shanghai Stock Exchange's shareholder meeting online voting system, available on the same day from 9:15 to 15:00 [3][4] Group 2 - The board of directors approved the proposal to change the purpose of the repurchased shares and to cancel them, reducing the registered capital [21][34] - The company plans to cancel 5,359,645 shares that were repurchased, which represents 1.45% of the total share capital [33][34] - Following the cancellation, the total share capital will decrease from 369,092,878 shares to 363,733,233 shares [34][35] Group 3 - The company will not provide gifts at the shareholder meeting, and all expenses for attending the meeting will be borne by the attendees [15][16] - Shareholders must register in advance to attend the meeting, with specific documentation required for both individual and corporate shareholders [12][14] - The meeting will be held at the company's office in Shenzhen, and contact details for inquiries have been provided [17][18]

波司登(03998)发布公告，于2026年2月9日就根据股份计划发行29万股;于2026年2月10日就根据股份计划 发行17万股。 ...

Core Viewpoint - Taiping Bird announced that as of the date of the announcement, the total external guarantees provided by the company amount to 1 billion yuan, which represents 22.20% of the company's most recent audited net assets [2] Group 1: External Guarantees - The total external guarantees amount to 1 billion yuan, which is 22.20% of the company's latest audited net assets [2] - The actual balance of external guarantees is 550 million yuan, accounting for 12.21% of the company's most recent audited net assets [2] - The company has no overdue external guarantees [2]

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies within it. Core Insights - The 2025 Q4 Lyst ranking indicates a consumer shift towards brands that emphasize stability, classic styles, and practicality, moving away from short-term trends [2][12] - The top three brands, Saint Laurent, Miu Miu, and COS, maintained their positions, reflecting consumer preference for brands with clear style boundaries and consistent aesthetic expression [2][12] - Mid-tier brands like Ralph Lauren and Burberry saw significant improvements, attributed to a return to classic styles and strong holiday gifting demand [2][12][13] - The overall trend suggests a transition in the fashion industry from "visual shock value" to "Borecore," where classic, durable, and versatile items are becoming mainstream choices [2][12] Summary by Sections Brand Rankings - The top three brands in the Lyst ranking for Q4 2025 were unchanged: Saint Laurent, Miu Miu, and COS [1][11] - Ralph Lauren rose five places to rank fourth, while Burberry and Gucci each climbed five places to eighth and ninth, respectively [1][11] - Notable declines were seen in brands like Bottega Veneta and Loewe, each dropping five places [1][11] Consumer Preferences - Consumers are increasingly favoring brands that offer clear style definitions and consistent aesthetics, moving away from fleeting trends [2][12] - The demand for classic and practical items is on the rise, with brands like Ralph Lauren and Burberry benefiting from this shift [2][12][13] Item Popularity - The report highlights that practical outerwear and knitwear are leading in item popularity, with specific products like Polo Ralph Lauren's half-zip cable-knit sweater and Burberry's wool scarf gaining significant attention [8][14] - Accessories such as Burberry cashmere scarves and Arc'teryx knit beanies also maintained high interest, with Arc'teryx searches surging by 1,058% in Q4 [8][14]

南都讯 "12年真的好快，如果不去丈量时间的刻度，真的觉得转瞬即逝。"在刚刚过去的深圳两会间 隙，市政协委员、深圳EACHWAY艺之卉时尚集团创始人赵卉洲谈起2026APEC中国年，思绪回到了12 年前。 2014年北京APEC，赵卉洲作为领导人服装设计主创设计师之一，承担了为各国领导人夫人设计服装的 重任。彼时，这位来自深圳的设计师感受更多的是"参与者的荣耀"，是在严谨的设计考卷中向世界交付 一份大国礼仪的答卷。 12年后，当APEC走进深圳，赵卉洲坦言，"当然，更加亲切。"赵卉洲透露，设计方案等仍处于保密阶 段，但与12年前繁复的成套礼服设计不同，2026年深圳APEC的美学表达更趋向于"化整为零"。"如果说 北京APEC展示的是历史的中国，那么深圳要展示的，就是一个开放、共融且充满当代活力的中国。" 作为市政协委员，赵卉洲一直致力于推动时尚产业的国际化表达。她正持续推动"深圳-米兰双城 Lifestyle周"，并在大浪时尚小镇构筑一个无国界的"艺术疗愈空间"。这不仅仅是物理空间的营造，更是 深圳时尚企业尝试从"制造赋能"向"文化价值输出"的战略转型。 "我发现最近越来越多的外国游客在时尚小镇里游玩，他们 ...