证券之星消息，12月31日纺织制造板块较上一交易日上涨0.13%，万事利领涨。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。纺织制造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) | | | --- | --- | --- | --- | --- | --- | --- | | 301066 | 万事利 | 19.69 | 19.99% | 25.76万 | | 4.78亿 | | 603130 | 云中三 | 56.65 | 10.00% | 6.06万 | | 3.31亿 | | 603055 | 台华新材 | 9.44 | 4.66% | 12.98万 | | 1.20亿 | | 002042 | 华安时尚 | 4.25 | 3.91% | 51.49万 | | 2.17亿 | | 002394 | 联发股份 | 15.86 | 2.85% | 10.92万 | | 1.73亿 | | 6615109 | 浙文影业 | 3.98 | 2.84% | 62.88万 | | 2.50亿 | | 603 ...

2025年5月，内蒙古自治区呼伦贝尔市应急管理局接到群众举报，反映呼伦贝尔市某煤矿井下掘进工作 面超定员作业。 经查，该煤矿超定员组织生产，采掘作业地点单班作业人数超过国家有关限员规定近 70% ，属于重大事故隐患，举报情况属实。 上述行为违反了《煤矿安全生产条例》有关规定，呼伦贝尔 市应急管理局依法作出行政处罚。 举报人发现并举报生产经营单位重大事故隐患，按照《矿山安全生产举报奖励实施细则》有关规定，呼 伦贝尔市应急管理局于2025年10月奖励举报人29.5万元。 来源：央视新闻客户端 安全生产举报是新时代加强安全生产社会治理的重要渠道，对消除事故隐患和打击违法行为发挥了积极 作用。今年以来，各地进一步推动安全生产举报工作，人人参与安全生产监督的氛围更加浓厚。近期， 应急管理部再次公布 5 起各地依法依规严肃查处的安全生产举报案例。 案例 1 ：举报查处煤矿重大事故隐患 举报人发现并举报生产经营单位安全生产违法行为和重大事故隐患，按照《博尔塔拉蒙古自治州安全生 产举报奖励实施办法》有关规定，博尔塔拉蒙古自治州应急管理局于2025年12月奖励举报人7.5万元。 案例 4 ：举报查处非法生产危险化学品 2025 ...

（文章来源：每日经济新闻） 每经AI快讯，纺织制造板块异动拉升，万事利20cm涨停，云中马涨超5.5%，华孚时尚、浙文影业、联 发股份等跟涨。 ...

Group 1 - The textile manufacturing sector experienced a slight decline of 0.01% on December 30, with Jin Chun Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 3965.12, showing a decrease of 0.0%, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] - Notable gainers in the textile sector included Nanshan Zhishang, which increased by 7.74% to a closing price of 19.06, and Tongmu Co., Ltd., which rose by 6.36% to 12.04 [1] Group 2 - Jin Chun Co., Ltd. saw a significant drop of 9.46%, closing at 28.70, with a trading volume of 137,600 shares and a transaction value of 406 million yuan [2] - Other companies that faced declines included Wanshili, down 6.17% to 16.41, and Xinlong Holdings, which fell by 5.61% to 6.23 [2] - The textile manufacturing sector had a net inflow of 476 million yuan from main funds, while retail investors experienced a net outflow of 267 million yuan [2] Group 3 - Key stocks with significant main fund inflows included Xingye Technology, which had a net inflow of 46.05 million yuan, and Nanshan Zhishang with 13.9 million yuan [3] - Conversely, Jin Chun Co., Ltd. experienced a net outflow of 29.45 million yuan from speculative funds [3] - The overall market sentiment showed a mixed trend, with some stocks attracting main fund interest while others faced outflows from retail investors [3]

Investment Rating - The report rates the textile and apparel industry as "Positive" [1] Core Insights - The textile and apparel sector has underperformed the market, with a year-to-date increase of 12%, lagging behind the CSI 300 index by 4.1 percentage points, ranking 18th among 31 first-level industries [4][10] - The apparel and home textile segment has seen an 11.3% increase, while the textile manufacturing segment rose by 9.6%, and the accessories segment outperformed with a 17.4% increase [4][10] - The report highlights a potential recovery in demand for textile manufacturing due to stable domestic consumption and a resilient export market, particularly in the U.S. [4][19] - The sleep economy is expanding rapidly, driven by increasing health awareness and consumer spending on sleep-related products [4][63] - The gold and jewelry sector faces short-term demand suppression due to rising gold prices, but consumer spending on gold jewelry remains strong [4][63] Summary by Sections Market Overview - The textile and apparel sector has a TTM price-to-earnings ratio of 27.48, above the historical average since January 2020 [4][14] - The apparel and home textile segment has a TTM P/E ratio of 29.07, while the textile manufacturing segment stands at 23.9, and the accessories segment at 30.27, all above historical averages [4][14] Textile Manufacturing - Raw material prices are at historical lows, with cotton and synthetic fiber prices declining, while Australian wool prices have recently increased [4][19] - Domestic retail sales are showing steady growth, with apparel sales experiencing a slight recovery [4][30] - Export performance is affected by fluctuating tariffs and weak external demand, with a 4.4% year-on-year decline in apparel exports from January to November [4][43] Apparel and Home Textiles - The sleep economy is projected to grow significantly, with the market size expected to exceed 500 billion yuan in 2024, driven by increased consumer awareness and spending on sleep health products [4][66] - The outdoor sports market is also expanding, with a trend towards specialization and segmentation, supported by rising consumer income levels [4][63] Gold and Jewelry - Gold prices have surged over 50% this year, temporarily suppressing demand for gold jewelry, but overall consumer budgets for gold jewelry are increasing [4][63] - The report notes that consumer preferences are shifting towards lighter and more innovative gold products, with a focus on craftsmanship and cultural connections [4][63] Investment Strategy - The report recommends investing in leading companies with strong barriers in production capacity, technology, and customer relationships within the textile manufacturing sector, such as Shenzhou International and Huayi Group [4][63] - For the apparel and home textile sector, it suggests focusing on high-growth segments related to the sleep economy and outdoor sports [4][63]

Core Insights - The textile and apparel industry is expected to see a recovery in performance, particularly in the upstream textile manufacturing sector, with positive trends in wool prices and inventory appreciation benefiting leading companies like New Australia [5] - The report highlights potential growth in the downstream apparel and home textile sectors, driven by the rise of the sleep economy and the recovery of traditional businesses, with companies like Luolai Life and Jinhong Group being key focuses [5] - The textile and light industry sectors have shown mixed performance, with the textile sector rising by 0.91% and light industry by 2.65% during the reporting period [13][18] Textile and Apparel Industry Market Review - The Shanghai Composite Index increased by 2.31%, while the ChiNext Index rose by 3.02% during the period from December 22 to December 26, 2025 [13] - The textile and apparel sector ranked 22nd among 31 primary industries, while the light manufacturing sector ranked 11th [13] - The textile sector's latest PE (TTM) as of December 26, 2025, was 20.32X, with historical highs and lows of 57.80X and 14.44X respectively [15] Textile and Apparel Data Tracking - In the first nine months of 2025, China accounted for 17.10% of the EU's textile and apparel imports, followed by Bangladesh at 14.88% and Turkey at 6.18% [5] - The export values of Chinese cotton socks, zippers, and seamless apparel saw year-on-year declines of -3.40%, -0.65%, and -10.60% respectively in November 2025 [5] Light Industry Market Review - The light manufacturing sector's performance was bolstered by a favorable export environment, with key companies like Xiangxin Home and Yuanfei Pet showing potential for growth [5] - The report emphasizes the importance of monitoring the housing market, with a reported 8.46% year-on-year increase in transaction area for major cities during the period [5] Key Company Valuation and Financial Analysis - Notable companies in the textile and apparel sector include: - Mercury Home Textiles (603365.SH) with a target price of CNY 23.08 and a current PE of 13.38X for 2025E [6] - Anta Sports (02020.HK) with a target price of HKD 105.00 and a current PE of 17.09X for 2025E [6] - Li Ning (02331.HK) with a target price of HKD 20.22 and a current PE of 19.79X for 2025E [6]

研究早观点 国内市场主要指数 | 指数 | | 收盘 | 涨跌幅% | | --- | --- | --- | --- | | 上证指数 | | 3,965.28 | 0.04 | | 深证成指 | | 13,537.10 | -0.49 | | 沪深 | 300 | 4,639.37 | -0.38 | | 中小板指 | | 8,264.98 | 0.00 | | 创业板指 | | 3,222.61 | -0.66 | | 科创 | 50 | 1,346.32 | 0.04 | | 资料来源：常闻 | | | | 分析师： 彭皓辰 执业登记编码：S0760525060001 邮箱：penghaochen@sxzq.com 2025 年 12 月 30 日 星期二 市场走势 资料来源：常闻 【今日要点】 【山证宏观】2026 年宏观经济展望：增长动能巩固，名义增速修复 【山证纺服】纺织服饰 2026 年度策略-看好纺织制造板块改善，把握 服装家纺板块结构性机会 【山证中小盘】瑞晟智能公司分析报告-智能工厂装备领军者，算力机 器人双轮驱动 2019 年 2 月 21 日 星期四 请务必阅读最后股票评级说明和免责 ...

Core Viewpoint - The article highlights that over 950 listed companies have actively launched "quality improvement, efficiency enhancement, and return to investors" action plans since the second half of the year, reflecting a commitment to the principle of "investor-centric" and enhancing the quality and investment value of listed companies [1] Group 1: Strengthening Core Business - Strengthening and optimizing the core business is essential for the long-term stability of listed companies, as evidenced by their action plans [2] - Companies are focusing on optimizing product structure and asset quality to enhance operational efficiency and profitability [2] - For instance, Zhejiang Zhongli Machinery Co., Ltd. is expanding its market share in electric forklifts and smart warehousing equipment while enhancing high-value-added products [2] Group 2: Innovation and R&D - Companies are increasing investment in product research and technological breakthroughs to build sustainable development capabilities [3] - Zhejiang Caidie Industrial Co., Ltd. plans to enhance R&D in polyester fabrics to align with market trends [3] - Aikodi Co., Ltd. is focusing on advanced manufacturing processes to adapt to the electric and intelligent transformation of the automotive industry [3] Group 3: Investor Communication - Establishing multi-channel and regular communication mechanisms with investors is a key focus of the action plans [4] - Companies like Oriental Bio emphasize effective communication and information disclosure to enhance investor relations [4] - Innovative engagement methods, such as providing core products and discounts to shareholders, are being adopted to strengthen investor interaction [5]

Investment Rating - The industry investment rating is maintained at "Overweight" [3] Core Views - The report highlights the opportunity in the paper sector due to the recent appreciation of the RMB against the USD, which enhances domestic purchasing power and reduces costs for imported raw materials like wood pulp [5][6] - The report suggests focusing on companies with high wood pulp procurement costs, such as Zhongshun Jierou, and recommends Sun Paper for its integrated advantages in cultural paper production [5][6] - The report also emphasizes the potential for improved profitability in Q4 due to stabilized and rising pulp prices, alongside the release of new production capacity [5][6] Summary by Relevant Sections Industry Overview - The light industry sector includes 167 listed companies with a total market value of 1,204.38 billion CNY and a circulating market value of 954.25 billion CNY [1] Market Performance - For the week of December 22-26, 2025, the Shanghai Composite Index rose by 1.88%, while the Shenzhen Component Index increased by 3.53%. The light industry index gained 1.69%, ranking 16th among 28 Shenwan industries [10] - The paper sector saw a weekly increase of 4.47%, while the textile and apparel index rose by 2.86% [10] Key Company Recommendations - Sun Paper: Buy rating with projected EPS growth from 1.10 CNY in 2023 to 1.48 CNY in 2027, with a PE ratio decreasing from 14.25 to 10.60 [3] - Baiya Co.: Buy rating with projected EPS growth from 0.54 CNY in 2023 to 1.28 CNY in 2027, with a PE ratio decreasing from 38.94 to 16.49 [3] - Huali Group: Buy rating with projected EPS growth from 2.74 CNY in 2023 to 3.97 CNY in 2027, with a PE ratio decreasing from 19.24 to 13.27 [3] Raw Material Price Trends - The report notes fluctuations in raw material prices, with MDI and TDI prices decreasing, while cotton prices have shown an upward trend [18][22] - The average price of wood pulp and various paper products is tracked, indicating a mixed performance with some prices stabilizing and others showing slight increases [42] Housing Market Data - The report highlights a significant decline in property sales, with a 39.1% year-on-year decrease in transactions among major cities [31] - Cumulative property sales area from January to November 2025 shows a 7.8% decline year-on-year [59] Consumer Goods and AI Applications - The report discusses the potential of AI applications in consumer goods, particularly in the context of new product launches and market expansion opportunities [6] Conclusion - The report emphasizes the importance of monitoring the paper sector due to favorable currency movements and suggests specific companies for investment based on their cost structures and market positions [5][6]

证券之星消息，12月29日纺织制造板块较上一交易日下跌0.65%，孚日股份领跌。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。纺织制造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) | | | --- | --- | --- | --- | --- | --- | --- | | 300877 | 金春股份 | 31.70 | 12.05% | 17.93万 | | 5.79亿 | | 002674 | 兴业科技 | 14.96 | 7.86% | 18.81万 | | 2.83亿 | | 301066 | 万事利 | 17.49 | 5.49% | 14.15万 | | 2.44亿 | | 603130 | 品中马 | 54.25 | 5.07% | 7.23万 | | 3.90亿 | | 681509 | 里星游心 | 15.67 | 3.43% | 5.85万 | | 9078.53万 | | 618000E | 聚杰做纤 | 35.70 | 3.27% | 23.57万 | | 8.35亿 | | ...