证券之星消息，8月5日服装家纺板块较上一交易日上涨0.42%，棒杰股份领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。服装家纺板块个股涨跌见下表： 从资金流向上来看，当日服装家纺板块主力资金净流出3.79亿元，游资资金净流出4724.76万元，散户资 金净流入4.26亿元。服装家纺板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600630 龙头股份 | | 1684.64万 | 7.53% | -464.55万 | -2.08% | -1220.09万 | -5.46% | | 002327 | 富安娜 | 1337.97万 | 27.44% | -237.06万 | -4.86% | -1100.91万 | -22.58% | | 603001 | 奥康国际 | 1134.70万 | 10.13% | -838.28万 | -7.49 ...

Investment Rating - The investment rating for the company is "Accumulate" with a target price not specified [6] Core Viewpoints - The company is implementing an employee stock ownership plan aimed at enhancing the alignment of interests between employees and shareholders, improving corporate governance, and boosting employee morale and creativity for sustainable growth [1] - The company is actively developing its IP assets, particularly the "Little Bear Family" cartoon character, to cater to the aesthetic trends of younger consumers, resulting in significant revenue growth in related product categories, especially home textiles, which saw a 236% year-on-year increase in revenue [2] - The company possesses a unique and scarce cultural IP, "Yunjin," which has been integrated into modern product systems, creating a competitive advantage that is difficult for rivals to replicate [3] - The company maintains its profit forecast, expecting revenues of 4.6 billion, 4.9 billion, and 5.2 billion yuan for 2025-2027, with net profits of 360 million, 430 million, and 500 million yuan respectively [4] Financial Data Summary - The company’s total share capital is 346.20 million shares, with a total market capitalization of approximately 3.4 billion yuan [7] - The earnings per share (EPS) are projected to be 1.03 yuan, 1.24 yuan, and 1.44 yuan for the years 2025, 2026, and 2027 respectively [4][11] - The company’s revenue for 2023 is reported at approximately 4.54 billion yuan, with a projected growth rate of 16.55% [11][13] - The company’s gross margin is expected to remain stable, with a forecasted gross margin of 69.50% for 2025 [14]

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ■ 一、回购股份的基本情况 际华集团股份有限公司（以下简称"公司"）于2024年12月6日召开的第六届董事会第七次会议、2024年 12月23日召开的2024年第二次临时股东大会，审议通过了关于《以集中竞价交易方式回购公司股份的预 案》的议案，拟以自有资金及自筹资金通过集中竞价交易方式回购公司部分A股股份，回购的股份将用 于注销并减少公司注册资本。本次拟回购资金总额不低于人民币1亿元（含），不超过人民币2亿元 （含）。具体内容详见披露在上海证券交易所网站(www.sse.com.cn)上的《际华集团关于以集中竞价交 易方式回购股份的回购报告书》(公告编号:临2025-011)。 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 规定，在回购股份期间，上市公司应当每个月的前3个交易日内，公告截至上月末的回购进展情况。现 将公司股份回购的进展情况公告如下 ...

证券之星消息，8月4日服装家纺板块较上一交易日上涨1.06%，万里马领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。服装家纺板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603839 | 安正时尚 | 8.35 | -10.02% | 41.59万 | 3.49 Z | | 603958 | 哈森股份 | 16.71 | -1.71% | 3.68万 | 6152.71万 | | 838262 | 太湖雪 | 27.33 | -1.51% | 2.21万 | 6072.66万 | | 002485 | ST雪发 | 3.90 | -1.02% | 6.35万 | 2484.06万 | | 002397 | 梦洁股份 | 3.58 | -0.83% | 15.17万 | 5383.32万 | | 001234 | 泰克士 | 22.41 | -0.40% | 4.69万 | 1.05亿 | | 002154 | 报 ...

Investment Rating - The report maintains a "Buy" recommendation for Nobon Co., Ltd. in the non-woven cleaning products sector, highlighting its high growth potential [1]. Core Views - The textile and apparel sector has shown weaker performance compared to the market, with the SW textile and apparel index declining by 2.1% from July 28 to August 1, underperforming the SW All A index by 1.1 percentage points [4]. - The report emphasizes that domestic demand recovery is a crucial factor for investment in 2025, with quality domestic brands expected to reverse their current challenges [9][11]. Industry Data Summary - Retail sales for clothing, shoes, and textiles in China reached 742.6 billion yuan in the first half of 2025, reflecting a year-on-year growth of 3.1% [25]. - In terms of exports, China exported textiles and apparel worth 143.98 billion USD in the first half of 2025, a slight increase of 0.8% year-on-year, with textile yarns and fabrics contributing 70.52 billion USD, up 1.8%, while apparel exports decreased by 0.2% to 73.46 billion USD [30]. - Cotton prices have seen a decline, with the national cotton price B index reported at 15,221 yuan per ton, down 1.5% as of August 1, 2025 [36]. Company-Specific Insights - Nobon Co., Ltd. is positioned well in the non-woven cleaning products market, benefiting from partnerships with major clients like Sam's Club and Yonghui, which are expected to drive performance beyond expectations [9]. - Adidas reported a 2.2% year-on-year revenue increase to 5.95 billion euros in Q2 2025, with a notable 12% growth in the Adidas brand revenue when excluding currency effects and the Yeezy series [11]. - The report suggests that the textile manufacturing sector may see a recovery in expectations due to the ongoing U.S.-China trade negotiations and the potential for tariff adjustments [10].

Summary of Key Points Core Viewpoint - On August 1, a significant block trade of Tai Ping Bird occurred, indicating potential investor interest despite recent stock price declines [2][3]. Trading Activity - A total of 1.2137 million shares were traded in the block transaction, amounting to 18.0599 million yuan, with a transaction price of 14.88 yuan, representing a premium of 3.62% over the closing price of the day [2][3]. - The closing price of Tai Ping Bird on the same day was 14.36 yuan, reflecting a decrease of 0.28% [2][3]. - The stock's turnover rate for the day was 0.37%, with a total trading volume of 25.0279 million yuan [2]. Recent Performance - Over the past five days, the stock has experienced a cumulative decline of 4.46%, with a net capital inflow of 191,600 yuan [2]. - The latest margin financing balance for Tai Ping Bird is 72.8287 million yuan, which has increased by 2.1204 million yuan, marking a growth of 3.00% over the last five days [3].

南山智尚8月1日披露，截至7月31日公司股东户数为27770户，较上期（7月20日）减少1571户，环比降 幅为5.35%。 证券时报·数据宝统计，截至发稿，南山智尚收盘价为18.76元，下跌1.83%，本期筹码集中以来股价累 计下跌7.68%。具体到各交易日，3次上涨，7次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入3.62亿元，同比增长0.72%，实现净利润 3730.22万元，同比增长0.86%，基本每股收益为0.1000元，加权平均净资产收益率1.64%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

证券之星消息，8月1日服装家纺板块较上一交易日上涨0.44%，ST雪发领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。服装家纺板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002485 | ST雪发 | 3.94 | 4.51% | 5.62万 | 2186.32万 | | 603958 | 哈森股份 | 17.00 | 4.23% | 7.12万 | 1.20亿 | | 601718 | 际华集团 | 4.22 | 4.20% | 450.03万 | 19.30亿 | | 300901 | 中胤时尚 | 17.66 | 3.70% | 6.09万 | 1.05亿 | | 605003 | 众望布艺 | 21.60 | 3.65% | 3.43万 | 7291.46万 | | 002634 | 棒杰股份 | 4.34 | 2.84% | 18.73万 | 8058.37万 | | 300840 | 酷特智能 | 2 ...

Group 1: Qingdao Bank - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half of 2025, representing a year-on-year increase of 16.05% [1] - The bank achieved an operating income of 7.662 billion yuan, up 7.50% year-on-year [1] - Established in November 1996, Qingdao Bank primarily provides deposit, loan, and payment services [1] Group 2: Fuanna - Fuanna plans to repurchase shares worth between 55.85 million yuan and 104 million yuan, with a maximum repurchase price of 11 yuan per share [1] - The repurchased shares will be used for employee stock ownership plans or equity incentive plans [1] - Founded in August 1994, Fuanna specializes in the research, design, production, and sales of textile home products [1] Group 3: Zhengdan Co., Ltd. - Zhengdan Co., Ltd. reported a net profit of 630 million yuan for the first half of 2025, a significant year-on-year increase of 120.35% [1] - The company achieved an operating income of 1.429 billion yuan, up 3.37% year-on-year [1] - The company plans to distribute a cash dividend of 3 yuan per 10 shares [1] Group 4: Huilv Ecology - Huilv Ecology's subsidiary plans to increase its investment in a light module production base from 200 million yuan to 800 million yuan [3] - The project will be constructed in phases in the Ezhou Airport Economic Zone, focusing on production facilities and high-end optical communication equipment [3] - Established in January 1990, Huilv Ecology provides a full range of services in landscape engineering and design [3] Group 5: Shandong Highway - Shandong Highway plans to participate in a capital increase project for Weihai Bank, with a total fundraising of up to 3 billion yuan [5] - The company intends to subscribe to no more than 106 million shares at a price of 3.29 yuan per share [5] - Founded in November 1999, Shandong Highway focuses on investment and operation of transportation infrastructure [5] Group 6: Aoshikang - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [6] - The bonds will have a maturity of six years [6] - Established in May 2008, Aoshikang specializes in the research, production, and sales of high-density printed circuit boards [6] Group 7: Darui Electronics - Darui Electronics intends to acquire 80% of Weisi Technology for a total of 1.34 billion yuan [7] - The acquisition includes a capital increase of 30 million yuan for Weisi Technology [7] - Founded in September 2003, Darui Electronics focuses on the development and production of consumer electronic components [7] Group 8: Wanhu Chemical - Wanhu Chemical's shareholder plans to reduce their stake by up to 0.54%, equating to a maximum of 17 million shares [8] - The reduction is due to the shareholder's personal financial needs [8] - Established in December 1998, Wanhu Chemical specializes in polyurethane and fine chemicals [8] Group 9: Changhua Chemical - Changhua Chemical plans to raise up to 230 million yuan through a private placement for a carbon dioxide polyether project [10] - The total investment for the project is 743 million yuan [10] - Founded in October 2010, Changhua Chemical focuses on the research, production, and sales of polyether products [10] Group 10: New Aluminum Era - New Aluminum Era plans to invest at least 500 million yuan in a project to produce 800,000 lightweight high-strength automotive components [11] - The company will also invest in an aluminum alloy recycling project in Chongqing [11] - Established in December 2015, New Aluminum Era specializes in the development and production of aluminum components for electric vehicle battery systems [11] Group 11: Oriental Yuhong - Oriental Yuhong reported a net profit of 564 million yuan for the first half of 2025, a year-on-year decrease of 40.16% [12] - The company achieved an operating income of 13.569 billion yuan, down 10.84% year-on-year [12] - The company plans to distribute a cash dividend of 9.25 yuan per 10 shares [12] Group 12: Yisheng Co., Ltd. - Yisheng Co., Ltd. reported a net profit of 6.1551 million yuan for the first half of 2025, a significant year-on-year decrease of 96.64% [13] - The company achieved an operating income of 1.321 billion yuan, down 3.98% year-on-year [13] - The company plans to distribute a cash dividend of 1.5 yuan per 10 shares [13] Group 13: Guangzhou Port - Guangzhou Port expects to complete a cargo throughput of 50.233 million tons in July, a year-on-year increase of 3.1% [14] - The port anticipates a container throughput of 2.272 million TEUs in July, up 1.2% year-on-year [14] - Established in December 2010, Guangzhou Port provides comprehensive services including cargo handling and logistics [14] Group 14: Tibet Tourism - Tibet Tourism announced it may apply for a trading suspension if significant stock trading anomalies continue [16] - The company's stock has seen a cumulative increase of 135.98% over nine consecutive trading days [16] - Founded in June 1996, Tibet Tourism focuses on tourism services and related businesses [16] Group 15: Jiayao Co., Ltd. - Jiayao Co., Ltd. announced a plan to reduce its stake by up to 4.95%, equating to a maximum of 5.5715 million shares [18] - The reduction is due to the shareholders' management needs [18] - Established in August 1999, Jiayao Co., Ltd. specializes in the research, production, and sales of wet wipes [18] Group 16: Heyuan Gas - Heyuan Gas plans to reduce its stake by up to 2%, equating to a maximum of 2.1124 million shares [19] - The reduction will occur through both centralized bidding and block trading [19] - Founded in November 2003, Heyuan Gas focuses on the research, production, and sales of various gas products [19] Group 17: Dalian Friendship - Dalian Friendship announced that its controlling shareholder reached a settlement agreement regarding a litigation case [4] - The controlling shareholder plans to inform the company upon receiving the court's ruling [4] - Established in July 1992, Dalian Friendship primarily operates in retail, hospitality, and real estate [4] Group 18: Daxin City - Daxin City plans to privatize and delist, with a total repurchase amount of approximately 2.932 billion HKD [20] - The repurchase will involve 4.73 billion shares at a price of 0.62 HKD per share [20] - Founded in October 1993, Daxin City focuses on real estate development and management [20] Group 19: *ST Taihe - *ST Taihe announced that a shareholder's shares have been judicially frozen due to a contractual dispute [21] - The frozen shares account for 10.56% of the total share capital [21] - Established in December 2010, *ST Taihe focuses on water environment ecological construction and maintenance [21] Group 20: Qianli Technology - Qianli Technology's subsidiary plans to transfer technology intellectual property for 345 million yuan [22] - The transaction involves a project technology transfer agreement with Ningbo Geely Automotive Research Institute [22] - Founded in December 1997, Qianli Technology specializes in the research, production, and sales of passenger vehicles and motorcycles [22]

证券之星消息，7月31日服装家纺板块较上一交易日下跌1.66%，泰慕士领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。服装家纺板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 603839 | 安正时尚 | 9.44 | 10.02% | | 5.25万 | - 4954.24万 | | 301276 | 嘉曼服饰 | 24.96 | 6.99% | | 10.26万 | 2.51亿 | | 603518 | 锦泓集团 | 9.96 | 3.32% | | 33.16万 | 3.26亿 | | 603557 | ST起步 | 2.76 | 1.10% | | 22.11万 | 6235.84万 | | 300591 | 万里马 | 11.94 | 0.93% | | 86.52万 | 10.40 乙 | | 603001 | 奥康国际 | 8.47 | 0.83% | | 12.69万 | 1.07亿 ...