| 非银金融 | | | | 南华期货 | | | --- | --- | --- | --- | --- | --- | | 轻工制造 | -1.81 | 182.04 | -3.79 | 曲美家居 | -9.19 | | 医药生物 | -1.82 | 700.61 | -11.14 | 常山药业 | -20.00 | | 纺织服饰 | -2.01 | 92.74 | -10.75 | 锦泓集团 | -7.92 | 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） 证券时报·数据宝统计，截至下午13:58，今日沪指跌0.78%，A股成交量822.24亿股，成交金额10195.08 亿元，比上一个交易日增加3.75%。个股方面，786只个股上涨，其中涨停36只，4568只个股下跌，其 中跌停16只。从申万行业来看，石油石化等涨幅最大，涨幅分别为0.54%；纺织服饰、医药生物、轻工 制造等跌幅最大，跌幅分别为2.01%、1.82%、1.81%。（数据宝） 今日各行业表现（截至下午13:58） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（ ...

Group 1: Technological Advancements in Textile Industry - The textile industry in Hubei is experiencing a transformation with the integration of technology, such as the use of basalt ultra-fine fibers to create a national flag that was sent to the moon [1][2] - Companies like Yongjia Garments in Tianmen are utilizing smart production lines with IoT chips, reducing production cycles from 3 days to 4 hours, significantly enhancing efficiency [2] - In Han Chuan, the introduction of high-end automatic winding machines has led to a 30% increase in production efficiency and a reduction in labor costs, with the workforce decreasing from over 900 to 600 [3] Group 2: Logistics and Supply Chain Innovations - The logistics capabilities in Xiang Tao City have improved, allowing for a 24-hour turnaround from fabric to finished garments, facilitating rapid delivery to markets [4] - Tianmen's new sorting center processes 40,000 packages per hour, enabling direct dispatch from the e-commerce platform without routing through other cities, saving costs for businesses [5] Group 3: Cross-Border E-commerce Growth - The establishment of overseas warehouses in locations like Bangkok and Los Angeles allows Tianmen's clothing brands to achieve a 72-hour delivery network for international orders [7] - Companies in Qian Jiang are producing high-quality outdoor apparel for international brands, with over 500,000 units produced annually, highlighting the region's growing significance in the global outdoor apparel market [6] Group 4: Industry Collaboration and Development - Hubei's textile industry has a rich history and currently encompasses 47 out of 55 sub-sectors, with significant production volumes, ranking 5th in yarn and 4th in fabric production nationally [8] - The collaboration between cities like Wuhan, Tianmen, and others aims to enhance industrial cooperation and establish a stable supply chain, promoting coordinated development in the textile sector [9]

本届大连服博会期间，国际顶尖名模将带来潮流大秀，大连籍国际知名设计师带来匠心之作展演，智能 机器人还将与时尚艺术进行跨界联动，为现场来宾呈现震撼的视听体验。围绕"时尚·科技"主题，本届 服博会设立服装科创展馆，吸引多家人工智能科技企业参与，展示AI技术与纺织服装产业融合新模 型。 中国服装协会秘书长、新闻发言人屈飞表示，当前，百年变局深入演进，科技浪潮汹涌向前，发展新质 生产力已成为了产业进一步转型升级、实现高质量发展的最重要抓手和着力点。在此背景下，大连服博 会的连续举办必将有助于整合大连、全国乃至全球的时尚产业资源，推动产业链的深度协同创新。 据悉，6月27日-7月3日，2025大连时装周也将如约而至。本季时装周以"时·序"为主题，为期7天，本季 时装周共有44场时尚发布活动。(完) （文章来源：中国新闻网） 中新网大连6月18日电 (记者杨毅)记者18日从2025第34届中国(大连)国际服装纺织品博览会和2025大连 时装周两项活动新闻发布会上获悉，2025大连服博会将于6月27日-29日启幕，本届服博会以"时尚·科 技"为主题，将集中展示AI技术与纺织服装产业新融合。 图为新闻发布会。杨毅摄 本届服博 ...

Core Insights - The textile industry in Lixin County, Anhui Province, has transformed into a "super tailor shop" with an annual output value exceeding 10 billion yuan, driven by brand strategy and technological innovation [1][2][5] - The county has established a complete textile industry chain, gathering over 560 textile and apparel enterprises, and is projected to achieve a total output value of 13.07 billion yuan in 2024, marking a 58.8% year-on-year growth [1][2] Industry Development - Lixin County has implemented a trademark brand strategy to promote the transformation and upgrading of the textile industry, enhancing collaboration and internal circulation within the industry [2][5] - The local government has created a favorable environment for brand development, integrating resources and providing policies to support innovation and brand growth [2][5] Brand Success Stories - The brand "Bershka" has become a representative of local brands, achieving a revenue of 1.766 billion yuan in 2024, with a compound annual growth rate of 122.2% from 2022 to 2024 [3] - "Hanlian Color Spinning" has emerged as a hidden champion in the color spinning sector, achieving an annual output value of 862 million yuan in 2024, with a remarkable year-on-year growth of 203.2% [4] Employment and Economic Impact - The textile industry in Lixin County employs over 60,000 people and has become a significant engine for local economic growth [2][5] - The county's efforts in brand cultivation and development have created a differentiated competitive landscape, contributing to the high-quality development of the textile sector [4][5] Future Prospects - Lixin County aims to transition from "manufacturing" to "intelligent manufacturing" and from "labor-intensive" to a "technology and brand-driven" model, showcasing the potential for traditional industry transformation [7]

证券研究报告 | 2025年06月17日 金融工程日报 A 股窄幅整理，稳定币持续活跃、创新药调整明显 市场表现：今日(20250617) 大部分指数处于下跌状态，规模指数中上证 50 指数表现较好，板块指数中上证综指表现较好，风格指数中沪深 300 价值指 数表现较好。综合金融、煤炭、综合、电力公用事业、石油石化行业表现较 好，医药、传媒、轻工制造、汽车、纺织服装行业表现较差。稳定币、抗核 辐射、页岩气、可燃冰、油气开采等概念表现较好，化学制药精选、CRO、 谷子经济、创新药、减肥药等概念表现较差。 市场情绪：今日收盘时有 60 只股票涨停，有 10 只股票跌停。昨日涨停股票 今日收盘收益为 1.16%，昨日跌停股票今日收盘收益为-2.44%。今日封板率 65%，较前日下降 7%，连板率 17%，较前日下降 11%。 市场资金流向：截至 20250616 两融余额为 18223 亿元，其中融资余额 18100 亿元，融券余额 123 亿元。两融余额占流通市值比重为 2.3%，两融交易占市 场成交额比重为 8.7%。 折溢价：20250616 当日 ETF 溢价较多的是影视 ETF，ETF 折价较多的是 BO ...

物产中大金轮蓝海股份有限公司 董事会提名委员会工作细则 物产中大金轮蓝海股份有限公司 董事会提名委员会工作细则 第一章 总则 第一条 为规范物产中大金轮蓝海股份有限公司（以下简称"公司"）领导 人员的产生，规范公司董事、高级管理人员的选任与履职行为，完善公司治理 结构，根据《中华人民共和国公司法》（以下简称"《公司法》"）《上市公 司治理准则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公 司规范运作》《物产中大金轮蓝海股份有限公司章程》（以下简称"《公司章 程》"）《上市公司独立董事管理办法》《董事会议事规则》以及其他有关规 定，公司特设立董事会提名委员会，并制定本工作细则。 第二条 董事会提名委员会是董事会依据相应法律法规设立的专门工作机构， 对董事会负责并报告工作，主要负责拟定董事、高级管理人员的选择标准和程 序，对董事、高级管理人员人选及其任职资格进行遴选、审核，并向董事会提 出建议。 第二章 人员组成 第三条 提名委员会委员由三名董事组成，其中独立董事应当过半数。 第四条 提名委员会委员由董事长、二分之一以上独立董事或三分之一以上 的全体董事提名，并由董事会选举产生。 第五条 提名委员 ...

证券代码：002722 证券简称：物产金轮 公告编码：2025-044 债券代码：128076 债券简称：金轮转债 物产中大金轮蓝海股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 物产中大金轮蓝海股份有限公司（以下简称"物产金轮"或"公司"）于 订和新制定公司治理相关制度的议案》，现将具体情况公告如下： 一、修订和新制订公司治理相关制度的情况 为完善公司治理，进一步提升规范运作水平，根据《公司法》《证券法》《上 市公司治理准则》《上市公司章程指引》《深圳证券交易所股票上市规则》《深 圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等相关 法律、法规、规范性文件的最新规定，结合公司实际情况及具体经营需要，拟对 公司治理相关制度予以修订和新制定，具体情况如下： 是否需要提交 序号 制度名称 变动情况 股东大会审议 董事和高级管理人员所持公司股份 互动易平台信息发布及回复内部审 核制度 上述治理制度已经公司第六届董事会 2025 年第四次会议审议通过，其中第 见公司在巨潮资讯网（www.cninfo.com.cn）披露的相关制度。 ...

Group 1 - Goldman Sachs introduced the concept of "Chinese Prominent 10," identifying ten leading private enterprises in China, including Tencent, Alibaba, Xiaomi, BYD, Meituan, NetEase, Midea, Hansoh Pharmaceutical, Ctrip, and Anta [3][6] - The "Chinese Prominent 10" spans multiple sectors such as interactive media, retail, technology hardware, automotive, dining, entertainment, consumer goods, pharmaceuticals, hospitality, and textiles, contrasting with the tech-focused "Magnificent 7" in the US [6] - Goldman Sachs forecasts a compound annual growth rate (CAGR) of 13% for these companies' earnings over the next two years, with a median of 12%, and notes that their average price-to-earnings (P/E) ratio is 16 times, making them more attractive compared to the US counterparts' P/E of 28.5 times [6] Group 2 - Notable companies such as JD.com, Baidu, CATL, and SMIC were excluded from the "Chinese Prominent 10," despite JD.com ranking first in revenue among private enterprises in 2024 [3][6][8] - JD.com operates primarily on a direct sales model, differing from Alibaba's e-commerce approach, and has recently entered the food delivery market, showing strong growth [6][8] - NetEase's revenue for 2024 is projected at 105.3 billion yuan, with a year-on-year growth of 1.74%, while its music service revenue is significantly lower than Tencent's music revenue [8][9] Group 3 - The report emphasizes that investing in private enterprises does not exclude state-owned enterprises, as Goldman Sachs still favors "high-quality" state-owned enterprises and shareholder return combinations [10]

Group 1 - The RCEP agreement has significantly benefited the Wuhan customs area, with a total import and export value of 4.164 billion yuan since its implementation on June 2, 2023 [1] - The import value benefiting from RCEP is 729 million yuan, with a total tariff reduction of 15.7061 million yuan, primarily in organic chemicals, machinery and instruments, and plastic products [1] - The export value under RCEP is 3.435 billion yuan, with 11,801 certificates issued, mainly benefiting chemical products, textiles, and food [1] Group 2 - Valeo's automotive lighting division in China has seen a significant reduction in tax rates from 10% to 0% for its main export products due to RCEP, enhancing market competitiveness [3] - The approved exporter system under RCEP has allowed companies to issue their own certificates of origin, resulting in 2,156 self-issued declarations worth 533 million yuan in the past two years, improving trade facilitation [3] - Meirya Apparel Co., Ltd. has increased its issuance of export certificates significantly, benefiting from the support of customs in establishing origin management systems, leading to over 100 million yuan in export goods enjoying tariff benefits annually [4] Group 3 - Wuhan customs plans to continue promoting intelligent review and self-printing of RCEP certificates to help more local enterprises expand into international markets and enhance product competitiveness [4]

欢迎扫描下方二维码关注： 什么是鼓励类产业企业? 鼓励类产业企业是指以《西部地区鼓励 类产业目录》中规定的产业项目为主营业 务，且其主营业务收入占企业收入总额60% 以上的企业。 《西部地区鼓励类产业目录 (2025年本) 》 新疆篇 《西部地区鼓励类产业目录（2025年 本）》已经开始施行，按省份分列的鼓励类 政策共564条，其中新疆篇有57条，是西部 地区条目最多的省份，其重点支持方向与新 疆"十大产业集群"战略布局高度契合。 对新能源装备制造、储能技术、清 洁能源开发等领域的支持，与新疆 "十大产业集群"中的新型电力系 统产业集群高度一致。 支持新疆发展高端装备制造、新材 料等战略性新兴产业,这与自治区 的先进制造和新材料等战略性新兴 产业集群战略布局高度协同。 扫描二维码↑↑ 查看《西部地区鼓励类产业目录（2025年本）》 对纺织服装产业的支持，与新 疆的棉花和纺织服装产业集群 0 O 来源：新疆税务 推荐阅读 对煤炭清洁高效利用、现代煤 化工等产业的支持，与新疆的 煤炭清洁高效利用产业集群建 设相呼应。 支持新疆的战略性矿产资源勘 查和综合开发利用,这与自治 区的绿色矿业及加工产业集群 建设高度契合 ...