证券代码：605138 证券简称：盛泰集团 公告编号：2025-064 关于完成工商变更登记并换发营业执照的公告 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。 盛泰智造集团股份有限公司（以下简称"公司"）分别于 2025 年 4 月 18 日和 2025 年 5 月 13 日召开第三届董事会第十一次会议和 2024 年年度股东大会， 审议通过了《关于变更公司注册资本、修订章程并办理工商变更登记的议案》， 具体内容详见公司于 2025 年 4 月 22 日披露的《盛泰智造集团股份有限公司关于 （公告编号：2025-045）。 变更公司注册资本、修订章程并办理工商变更登记的公告》 近日，公司完成了工商变更登记手续，并取得浙江省市场监督管理局换发的 《营业执照》，变更后的登记信息如下： 转债代码：111009 转债简称：盛泰转债 盛泰智造集团股份有限公司 类型：股份有限公司（港澳台投资、上市） 法定代表人：徐磊 注册资本：伍亿伍仟伍佰伍拾陆万贰仟肆佰壹拾陆人民币元 成立日期：2007 年 05 月 25 日 住所：浙江省嵊州经济开 ...

Core Viewpoint - Jin Ying Co., Ltd. (600232.SH) reported a decline in revenue and net profit for 2024, alongside a low yield on cash assets, prompting regulatory inquiries regarding potential restrictions on cash funds [6][2]. Financial Performance - In 2024, Jin Ying Co. achieved operating revenue of 1.308 billion yuan, a year-on-year decrease of 4.52% [6]. - The net profit attributable to shareholders was 22.3548 million yuan, down 36.73% compared to the previous year [6]. - For the first quarter of 2025, the company reported operating revenue of 251 million yuan, reflecting a year-on-year growth of 7.2%, but a net loss of 4.1705 million yuan [7]. Cash Management - As of the end of the reporting period, the company had cash and cash equivalents of 278 million yuan, with restricted cash amounting to 56.76 million yuan, primarily for pledged guarantees [2]. - The average cash balance for 2024 was reported at 231.805 million yuan, with most funds held in demand deposits [3]. - The interest income for the period was 664,000 yuan, representing only 0.24% of the cash balance, indicating a low yield on cash assets [2][3]. Regulatory Inquiry - Jin Ying Co. was required to self-examine and clarify whether there were any other potential restrictions on cash funds, including whether pledged cash was used to guarantee the controlling shareholder or other related parties [3][4]. - The company confirmed that there were no other potential restrictions on cash funds and that no cash was pledged for guarantees or used by other parties [4]. Business Overview - Jin Ying Co. primarily engages in the research, development, manufacturing, and sales of complete sets of machinery for hemp, wool, and silk textiles [5].

| 家用电 | 15.88 | -2.77 | 2.07 | 0.03 | -3.89 | | --- | --- | --- | --- | --- | --- | | 器 | | | | | | | 社会服 | 13.50 | 11.98 | 2.99 | -0.20 | -4.08 | | 务 | | | | | | | 环保 | 18.96 | 11.58 | 2.12 | -1.03 | -4.59 | | 医药生 物 | 68.04 | -1.48 | 2.49 | 0.39 | -5.73 | | 通信 | 32.51 | 17.15 | 1.87 | -0.85 | -15.10 | | 汽车 | 45.27 | -0.21 | 2.09 | -0.53 | -17.97 | | 基础化 工 | 71.27 | 1.70 | 2.66 | -1.22 | -21.74 | | 机械设 | 65.11 | -6.74 | 2.40 | -0.97 | -28.36 | | 备 | | | | | | | 国防军 | 32.96 | -12.68 | 3.05 | -0.91 | -29.30 | ...

纺织服装行业 行业研究 | 动态跟踪 不确定性有望逐步消除，看好全球化布局 的制造龙头 ——简评美国宣布美越贸易达成初步贸易协议 核心观点 投资建议与投资标的 ⚫ 随着贸易摩擦带来的不确定性逐步消除，我们认为后续纺织制造板块内具备优质海 外产能、业务垂直一体化程度较高且自身盈利能力相对较好的龙头公司下半年将逐 步迎来投资机会，重点看好申洲国际(02313，买入)、华利集团(300979，买入)、 伟星股份(002003，买入)，建 议 关 注 百隆东方(601339，未评级)、 晶苑国际 (02232，未评级)和健盛集团(603558，未评级)等。 风险提示：贸易谈判的反复、终端消费需求减弱、新品拓展不及预期等 国家/地区 中国 行业 纺织服装行业 报告发布日期 2025 年 07 月 04 日 看好（维持） | 施红梅 | 021-63325888*6076 | | --- | --- | | | shihongmei@orientsec.com.cn | | | 执业证书编号：S0860511010001 | | 李雪君 | 021-63325888*6069 | | | lixuejun@orients ...

投资咨询业务资格：证监许可【2012】669号 中信期货研究|农业策略⽇报 2025-7-4 供给侧产能调整，⽣猪期货反弹 油脂：昨日震荡分化，继续关注美国生柴政策变化 蛋⽩粕：冲高回落，延续震荡 ⽟⽶/淀粉：盘面维持弱势，现货趋稳 ⽣猪：供给侧产能调整，生猪期货反弹 橡㬵胶价依旧跟随商品波动 合成橡㬵：原料偏弱拖拽盘面走低 纸浆：期货反弹延续，现货依旧未跟随 棉花：库存偏低，棉价存支撑 ⽩糖：外盘持续走弱，内外价差走扩 原⽊：供需两弱，震荡运行 【异动品种】 ⽣猪观点：供给侧产能调整，⽣猪期货反弹 信息： （1）现货价格：7月3日，河南生猪（外三元）价格15.3元/千克，环比变 化-0.26%。 （2）期货价格：7月3日，生猪期货收盘价(活跃合约)14370元/吨，环比 变化0.21%。 主要逻辑：近期受产业供给侧改革预期影响，生猪盘面反弹。（1）情绪 上，宏观氛围偏乐观。7月1日上午，据中央财经委员会第六次会议强 调，"引导企业提升产品品质，推动落后产能有序退出"。生猪产业当前 供给过剩，落后产能出清或给行业带来向好预期。（2）现货市场偏强， 基本面与宏观情绪形成共振。首先，今年年初的仔猪腹泻扰动略高于去 ...

每经记者｜徐肖逍 每经编辑｜张海妮 ESG发布 我国清洁能源投资规模占全球比重达1/3 6月28日发布的《中国能源生态报告》显示，2024年，我国清洁能源投资规模达到6250亿美元，占全球 比重的1/3。光伏、风电装机容量连续10年位居全球首位，十年间，中国对全球非化石能源消费增量贡 献率超过45%。 点评：这彰显了中国在清洁能源领域的强大实力和引领作用，为全球能源转型贡献了重要力量。 上海、重庆、浙江、福建实现新能源100%消纳 7月2日，全国新能源消纳监测预警中心发布2025年5月全国新能源并网消纳情况：5月，全国光伏发电利 用率为94.2%，风电为93.2%。其中，上海、重庆、浙江、福建实现风电和光伏新能源100%消纳。 点评：这表明我国新能源发展成效显著，消纳能力不断提升，为能源转型和绿色发展奠定了坚实基础， 也为实现"双碳"目标提供了有力支撑。 我国纺织业碳排放强度持续下降 近日，中核田湾（北京）核电股权投资基金合伙企业（有限合伙）成立，执行事务合伙人为中核产业基 金管理有限公司和广州金宏资产管理有限公司，出资额15.01亿元。合伙人信息显示，该基金由中国人 寿、中国核电等共同出资。 点评：15.0 ...

Group 1 - The core viewpoint of the article highlights the rapid expansion of the "Chinese fashion" consumption market, projected to reach a total scale of 2 trillion to 3 trillion yuan by 2025, serving as a new growth point for the cultural industry [1] - The latest "China Fashion Consumption Development Report" indicates that the fashion consumption market is diversifying from single categories to multiple fields, transitioning from external decoration to lifestyle leadership, becoming a significant engine for consumption upgrades [5][12] - Beijing has introduced a special action plan to expand fashion consumption, focusing on cultivating fashion scenes, enhancing fashion activities, innovating fashion brands, and creating a fashionable urban atmosphere to further stimulate the potential of fashion consumption [5] Group 2 - The integration of traditional craftsmanship, such as Shu brocade, into modern fashion items is creating new consumption vitality, with companies leveraging e-commerce platforms and cross-border exhibitions to build global sales networks [6] - A company that started Shu brocade business last November achieved daily sales of 100,000 to 150,000 yuan within seven months, showcasing the potential of traditional crafts in the contemporary market [6] - Chengdu is promoting high-level protection and high-quality development of Shu brocade and Shu embroidery through relevant policy measures, with upcoming events like Chengdu Fashion Week aimed at guiding traditional consumer goods towards fashion industry transformation [10]

晨会纪要（2025/07/04） 编辑人 022-28451618 SAC NO：S1150511010016 cuijian@bhzq.com 崔健 渤海证券研究所晨会纪要（2025.07.04） 宏观及策略研究 政策部署两大方向，短期市场强势震荡——A 股市场投资策略周报 基金研究 小盘成长风格表现突出，主动权益基金发行市场火热——公募基金 7 月月报 金融工程研究 主要指数全部上涨，两融余额小幅上升——融资融券 7 月月报 行业研究 证 国补夯实家居业绩改善基础，持续关注高景气的宠物食品行业——轻工制造 &纺织服饰行业 7 月投资策略展望 券 研 究 报 告 晨会纪要（2025/07/04） 宏观及策略研究 政策部署两大方向，短期市场强势震荡——A 股市场投资策略周报 晨 会 纪 要 请务必阅读正文之后的声明 渤海证券股份有限公司具备证券投资咨询业务资格 1 of 7 严佩佩（证券分析师，SAC NO：S1150520110001） 宋亦威（证券分析师，SAC NO：S1150514080001） 靳沛芃（研究助理，SAC NO：S1150124030005） 1、市场回顾 近 5 个交易日（6 月 2 ...

Core Insights - The latest financing balance of the ChiNext market is 360.598 billion yuan, with a week-on-week increase of 1.783 billion yuan, indicating a positive trend in financing activities [1][2] - On July 3, the ChiNext index rose by 1.90%, and the total margin balance reached 361.652 billion yuan, reflecting a healthy market sentiment [1][2] Financing Balance Growth - A total of 530 stocks in the ChiNext saw an increase in financing balance, with 33 stocks experiencing a growth rate exceeding 10% [1][3] - The stock with the highest increase in financing balance is Xinling Electric, which saw a rise of 81.43% to 60.5776 million yuan, despite a 5.00% drop in its stock price [1][3] - Other notable stocks with significant financing balance growth include Jiama Clothing and Dongyue Silicon Materials, with increases of 65.73% and 40.01% respectively [1][3] Market Performance of Stocks - Among the stocks with over 10% increase in financing balance, the average price increase on the same day was 2.30%, with notable gainers including Honggong Technology, Jiangxin Home, and Tongguan Copper Foil, which rose by 15.98%, 14.79%, and 13.67% respectively [1][2][4] - Conversely, stocks like Guolian Aquatic Products and Xinling Electric faced declines of 7.57% and 5.00% respectively [1][2][4] Financing Balance Decline - A total of 403 stocks experienced a decline in financing balance, with 11 stocks showing a decrease of over 10% [4][5] - The stock with the largest decline in financing balance is Zerun New Energy, which fell by 19.89% to 41.285 million yuan [4][5] - Other stocks with significant declines include Haojiang Intelligent and Darui Electronics, with decreases of 16.92% and 15.33% respectively [4][5]

中新网绍兴7月3日电(项菁)"马可·波罗在中国游历多年，1295年重返意大利威尼斯。700多年后，我们相 聚于此，不是为了商贸，而是共同探索科学。"在浙江绍兴柯桥，欧洲科学院院士、意大利技术研究院 生命纳米和神经科学研究中心主任吉安卡洛·罗科(Giancarlo Ruocco)说。 7月3日，"意联柯桥 创赢未来"2025外国专家项目创新合作对接活动在浙江(绍兴)外国高端人才创新集聚 区举行，来自意大利等国家的近40名外国专家学者齐聚，共探国际创新合作。 柯桥纺织产业链完善，坐拥"全球最大的纺织品集散中心"中国轻纺城。近年来，当地深入实施"丝路柯 桥·布满全球"行动，经贸网络遍布200多个国家和地区。随着产业交流日益深入，越来越多国际科研人 士看到柯桥发展前景。 当日活动上，来自意大利的五名专家正式入驻浙江(绍兴)外国高端人才创新集聚区。现场，绍兴市科技 局党组成员、副局长马彩君为他们颁发证书。 据介绍，上述五人在人工智能、新材料等领域具有建树，未来将与当地产业进行深度对接、携手开展创 新合作。同时，他们还将享受免费住宿与办公空间、政策咨询、职业对接等综合性服务。 绍兴市柯桥区委常委、组织部部长潘晓东在致辞中 ...