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嘉曼服饰(301276.SZ):公司暂未开展跨境电商 但有持续关注海外市场情况
Ge Long Hui· 2025-12-11 10:17
格隆汇12月11日丨嘉曼服饰(301276.SZ)在投资者关系中表示,有被问到:公司有无跨境电商的相关布 局? 答:公司暂未开展跨境电商,但有持续关注海外市场情况,未来不排除择机布局海外市场。 ...
展望“十五五” | 广东省发布“十五五”规划建议:着力打造新兴支柱产业,实施产业创新工程
Xin Lang Cai Jing· 2025-12-11 10:16
广东省发布《中共广东省委关于制定广东省国民经济和社会发展第十五个五年规划的建议》。 内容来源 | 广东发布 中共广东省委关于制定广东省国民经济和 社会发展第十五个五年规划的建议 (2025年11月27日中国共产党广东省 第十三届委员会第七次全体会议通过) 中国共产党广东省第十三届委员会第七次全体会议,全面贯彻党的二十届四中全会精神,深入贯彻习近平总书记对广东系列重要讲话和重要指示精神,就 制定广东省国民经济和社会发展"十五五"规划提出以下建议。 一、牢记习近平总书记厚望重托,奋力在推进中国式现代化建设中走在前列 (1)"十四五"时期广东取得的发展成就。"十四五"时期广东发展历程极不寻常、极不平凡。在以习近平同志为核心的党中央坚强领导下,广东省委团结 带领全省广大干部群众,锚定"走在前列"的总目标,激活改革、开放、创新三大动力,扎实推进"1310"具体部署,迎难而上、砥砺前行,有力应对百年变 局和世纪疫情,坚定扛起经济大省挑大梁的责任,推动经济社会发展取得新成就,续写了经济快速发展和社会长期稳定两大奇迹的广东新篇章。高质量发 展主旋律鲜明唱响,产业科技互促双强深入推进,关键核心技术多点突破,制造业家底更加厚实, ...
嘉曼服饰(301276) - 2025年12月11日投资者关系活动记录表
2025-12-11 09:58
Group 1: E-commerce Development - The company has been developing online channels for over ten years, with a presence on major platforms like Tmall, JD.com, and Douyin. Online shopping has become a daily and frequent consumption method for consumers, and e-commerce consumption is gradually returning to rationality [3] - The company plans to maintain consistent pricing for online and offline channels, which is expected to be a future trend for mid-to-high-end brands [3] Group 2: Offline Store Strategy - The company is continuously optimizing and expanding offline channels, focusing on high-traffic shopping centers and department stores while closing underperforming stores [3] - There is an emphasis on enhancing the store image and display, with a focus on developing quality direct-operated channels for men's and women's clothing and adult footwear [3] Group 3: Product Development and Brand Strategy - The company aims to upgrade its children's clothing brands and enhance product and service offerings to provide consumers with new wearing experiences [3] - For the HushPuppies brand, the focus will be on classic casual styles, with product design and quality being fundamental for long-term brand development [3][4] Group 4: Design and Development Consistency - The company has extensive design development experience and a skilled team, ensuring that product designs align with brand DNA and consumer preferences [4] - The design process involves market analysis and cross-departmental reviews to ensure that products meet brand core values [4] Group 5: Inventory Management and Technology - The company employs a digital-first approach to inventory management, supplemented by manual checks, and is exploring AI technologies to enhance efficiency [4] - Future plans include continuous adaptation to new technologies to improve overall operational efficiency [4] Group 6: Cross-border E-commerce and Marketing - Currently, the company has no cross-border e-commerce operations but is monitoring overseas market conditions for potential future expansion [4] - The company plans to maintain stable sales expenses in the short term while gradually increasing marketing investments in the medium to long term to enhance brand recognition [4]
四川鑫宏俊科技有限公司成立 注册资本20万人民币
Sou Hu Cai Jing· 2025-12-11 09:09
天眼查App显示,近日,四川鑫宏俊科技有限公司成立,法定代表人为刘强,注册资本20万人民币,经 营范围为一般项目:技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;平面设计;服 装服饰零售;制鞋原辅材料销售;鞋制造;鞋和皮革修理;针纺织品销售;服饰研发;互联网销售(除 销售需要许可的商品);鞋帽零售;鞋帽批发;家居用品制造;专业设计服务;国内贸易代理;皮革鞣 制加工;皮革制品制造;箱包销售;皮革制品销售;箱包制造;日用品销售;纺织专用测试仪器销售。 (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)。 ...
港股评级汇总:中信证券维持快手买入评级
Xin Lang Cai Jing· 2025-12-11 07:20
Group 1 - Citic Securities maintains a "Buy" rating for Kuaishou-W (01024.HK), highlighting the significant upgrade of Kuaishou's AI capabilities, which is expected to drive commercial growth and optimize platform ecology and profit margins [1] - CICC maintains an "Outperform" rating for Hang Lung Properties (00101.HK) with a target price of HKD 9.46, noting the company's strategic expansion in Wuxi, which will increase retail space by 38% and enhance its luxury positioning [1] - Citic Securities maintains a "Buy" rating for Giant Bio (02367.HK) with a target price of HKD 44, despite a downward adjustment in profit forecasts due to sales pressure during the Double Eleven shopping festival [1] Group 2 - Citic Securities maintains a "Buy" rating for Xiaomi Group-W (01810.HK), reporting a significant increase in automotive business revenue, which reached RMB 28.3 billion, a year-on-year growth of 197.9%, marking its first profitable quarter [2] - Citic Securities maintains a "Buy" rating for Kelun-Biotech (06990.HK), emphasizing the company's collaboration with Crescent on ADC and dual antibody development, which includes an upfront payment of USD 80 million and potential milestone payments of up to USD 1.25 billion [3] - Citic Securities maintains a "Buy" rating for Virginie (02199.HK) with a target price of HKD 3.5, reporting a 25.7% year-on-year growth in net profit despite tariff disruptions, driven by strong performance in activewear and new business expansions [4] Group 3 - Tianfeng Securities maintains a "Buy" rating for Jiangnan Buyi (03306.HK), forecasting a revenue and net profit growth of 4.6% and 6.0% respectively for FY25, supported by a growing high-spending membership base [5] - Tianfeng Securities maintains a "Buy" rating for Kelun-Biotech (06990.HK), projecting a narrowing of net losses to a profit of RMB 561 million by 2027, highlighting the potential of its ADC product [6] - Everbright Securities maintains a "Buy" rating for Laopu Gold (06181.HK) with a target price of HKD 804.64, reporting a substantial increase in revenue and net profit for the first half of 2025, driven by the growing market for traditional gold products [7][8]
森马服饰(002563.SZ):尚未在台湾省开设线下门店
Ge Long Hui· 2025-12-11 07:04
格隆汇12月11日丨森马服饰(002563.SZ)在互动平台表示,公司尚未在台湾省开设线下门店。公司旗下 森马、巴拉巴拉等品牌在福建省已开设线下门店。消费者也可以在天猫、京东、抖音等第三方电商平台 开设的店铺选购自己喜爱的产品。 ...
日播时尚14.2亿买茵地乐获上交所通过 华泰联合建功
Zhong Guo Jing Ji Wang· 2025-12-11 06:44
1.请上市公司代表结合梁丰及其控制的主体与本次交易其他交易对方及相关主体之间存在的共同投资关系、标的公司股权变动情况及 入股资金来源、梁丰在标的公司治理及经营管理中发挥的作用等,说明认定标的公司无实际控制人的理由及合理性。请独立财务顾问代 表、律师代表发表明确意见。 2.请上市公司代表结合标的公司所处行业发展趋势、技术演变、市场空间以及报告期产品收入和销量变化等,说明销售收入和毛利率 预测的合理性、谨慎性。请独立财务顾问代表、评估师代表发表明确意见。 需进一步落实事项: 无。 中国经济网北京12月11日讯 上海证券交易所并购重组审核委员会2025年第21次审议会议于2025年12月10日召开,审议结果显示,日 播时尚集团股份有限公司(股票简称:日播时尚,603196.SH)发行股份购买资产符合重组条件和信息披露要求。 重组委会议现场问询的主要问题: 日播时尚本次拟募集配套资金15,580.00万元,不超过发行股份购买资产交易价格的100%。本次拟募集配套资金发行股票的数量为 20,000,000股,不超过本次发行股份及支付现金购买资产完成后上市公司总股本的30%。本次募集配套资金的发行价格为7.79元/股,不 ...
【掘金板块牛熊】商业航天逆市再度走强 福建板块回落
第一财经· 2025-12-11 05:13
前言 市场迷雾重重,还在为抓不住市场热点而焦虑?《掘金板块牛熊》帮你精准把握风格切换信号,带领你 看懂热钱的情绪周期。 每个交易日午间解密当天盘面热点的核心逻辑,《掘金板块牛熊》让你踩准市 场节奏,财富增值不迷路! 商业航天逆市再度走强,福建板块回落;此外,锂电产业链再度异动,以电解液方向最为活跃,其中多 氟多、永太科技等领涨。消息面,今年以来,多家锂电产业链中游材料企业相继披露大额采购协议,涵 盖正极、电解液、铜箔、隔膜等关键环节,订单金额动辄数十亿元至数百亿元。宁德时代、中创新航、 LGES等海内外巨头加速锁定供应,反映出行业对需求的乐观预期。持续强势的福建板块早盘走低,欣 贺股份、舒华体育跌停,德艺文创跌超10% 。 点击付费阅读,解密今日盘面热点的核心逻辑! ...
X @外汇交易员
外汇交易员· 2025-12-11 01:33
墨西哥国会众议院不理中方及国内商业团体反对,通过法案,对中国及其他没有与墨西哥签署贸易协议的亚洲国家(印度、南韩、泰国及印尼等)加征最高50%的关税。法案仍需参议院通过。今次通过的法案较原本的建议具弹性。对汽车、汽车零件、纺织品、服装、塑胶和钢铁等大部份商品的关税税率为35%。有执政党的众议员指,加征关税不会影响通胀。法案最后在众议院获281票赞成、24票反对及149票弃权下通过。有分析认为,墨西哥政府希望在检视美墨加贸易协定取悦美方。 ...
欣贺股份:股票交易异常波动公告
证券日报网讯 12月10日晚间,欣贺股份发布公告称,公司股票于2025年12月9日和2025年12月10日连续 2个交易日内收盘价格涨幅偏离值累计超过20%,属于股票交易异常波动情形。公司未发现近期公共传 媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息。 (编辑 楚丽君) ...