中国质量新闻网讯 近日，安徽省市场监管局网站发布2025年衬衫等51种产品质量省级监督抽查结果。 附原文： 关于2025年衬衫等51种产品质量省级监督抽查结果的通报 根据安徽省2025年产品质量省级监督抽查工作安排，省局组织开展了衬衫等51种产品质量省级监督抽查，现将抽查情况通报如下： 一、抽查总体情况 本次抽查衬衫、功能性服装、西服、大衣、内衣、睡衣居家服、木制家具、儿童家具（含童床）、弹簧软床垫、实木复合地板、彩色电视机、储水式电热 水器、热泵热水机（器）、饮水机、扫地机器人、皮肤及毛发护理器具、电暖风干衣机、小家电、读写台灯、固定式通用灯具、嵌入式灯具、电线电缆、 卫生巾（护垫）、纸巾纸、卫生纸、湿巾、纸尿裤（片、垫）、家用燃气快速热水器、家用燃气灶具、轴承、建筑防水卷材、防盗安全门、硬聚氯乙烯 （PVC）型材、聚乙烯（PE）管材、硬聚氯乙烯（PVC-U）管材、无规共聚聚丙烯（PP-R）管材、农用地膜、化粪池、车用尿素水溶液、发动机润滑油、 机动车发动机冷却液、机动车辆制动液、车用汽油清净剂、电动自行车、摩托车、电动自行车乘员头盔、安全帽、安全网、食品接触用纸包装及容器等制 品、工业和商用电热食品加工设 ...

每经AI快讯，报喜鸟（SZ 002154，收盘价：4.05元）12月19日晚间发布公告称，公司第九届第四次董 事会会议于2025年12月19日以现场结合通讯方式召开。会议审议了《关于设立董事会可持续发展委员会 及选举委员的议案》等文件。 2025年1至6月份，报喜鸟的营业收入构成为：纺织服装业占比97.0%，其他业务占比3.0%。 截至发稿，报喜鸟市值为59亿元。 每经头条（nbdtoutiao）——海南封关首日直击：为中国探路，全球最大自贸港如何重塑开放边界？ （记者 贾运可） ...

齐鲁晚报.齐鲁壹点客户端李孟霏通讯员倪亚丽 作为中国北方最大的毛衫生产出口企业，山东联桥集团的纺织服装事业早已深耕全球市场，年出口服装 4000余万件，斩获"中国服装行业百强企业""国家纺织产品开发基地"等多项殊荣，其打造的国家毛衫纱 线资源共享平台更是全国唯一的行业标杆。 税务人员围绕服装出口退税政策进行精准解读，确保应享尽享退税红利。解读过程中，税务人员结合典 型实务案例，深入浅出拆解合规关键要点，明确合规边界与操作标准。同时，重点强调发票管理等基础 要求，引导企业建立全流程合规管控体系，切实筑牢税务风险"防火墙"，有效规避涉税风险隐患。 此外，税务人员精准对接企业发展诉求，聚焦集团化企业在智能化生产升级、跨境供应链布局优化等战 略推进中的涉税痛点，开展专项答疑指导。同时，就政策适用范围拓展、退税办理流程简化、后续涉税 服务对接等内容进行沟通，助力企业理顺国际业务涉税逻辑，强化纳税信用管理，为企业深耕海外市 场、实现高质量发展提供坚实税务支撑。 "从线上申报操作到政策口径确认，税务部门的辅导全程精准高效，还帮我们解决了跨境业务中的涉税 困惑，为我们的国际化研发和品牌化运营减负增效。"联桥集团财务负责人表示 ...

Investment Rating - The report assigns an "Accumulate" rating for the industry [4]. Core Insights - The revenue performance of Taiwanese manufacturing companies in November showed divergence, with lululemon's Q3 performance exceeding expectations, particularly in the mainland China market, while the North American market remains under pressure. The CEO of lululemon will resign in January 2026, and it is expected that the proportion of new products for the spring season will reach 35% [2][5]. Summary by Sections Industry Overview - In November 2025, the revenue of Taiwanese manufacturers such as Yuanyuan, Fengtai, Yuchi, Zhiqiang, Laiyi, and Ruhong showed year-on-year changes of -2.4%, -11.8%, +6.6%, +3.1%, -5.8%, and +1.5% respectively. Cumulative revenue from January to November showed year-on-year changes of +0.9%, -4.9%, +21.2%, +14.7%, +6.2%, and +3.8% [5]. Company Performance - For lululemon's Q3 (ending November 2), revenue was $2.57 billion, a year-on-year increase of 7%, surpassing Bloomberg's consensus estimate of $2.48 billion. The net profit attributable to shareholders was $310 million, a year-on-year decrease of 12.8%, also exceeding expectations [5]. - In terms of regional performance, Q3 revenue in the Americas, mainland China, and other regions showed year-on-year changes of -2%, +47%, and +19% respectively [5]. Future Outlook - The report suggests that the performance of the export manufacturing sector is expected to recover in 2026 due to three main factors: the implementation of U.S. tariff policies, reduced burden of tariff costs shared with brands, and improved efficiency from optimized production line allocation [5]. - Recommended companies include Huayi Group, Jiuxing Holdings, Shenzhou International, and Chaoying International Holdings, with a focus on home textiles, luxury goods, and undervalued high-dividend companies [5].

Summary of Key Points Core Viewpoint - As of November 28, 2025, a total of 346 domestic companies have registered for overseas securities issuance and listing, with 290 companies planning to list in Hong Kong, 55 in the United States, and 1 in Taiwan [1][6]. Group 1: Companies Registered for Overseas Listing - Four new companies have been added to the registration list, all planning to list in Hong Kong: Dongshan Precision, Mandi International, Lingyi Technology, and Hailan Home [2][6]. - The companies listed for Hong Kong include: - Suzhou Dongshan Precision Manufacturing Co., Ltd. (Direct listing) [2] - Mandi Inc. (Indirect listing) [2] - Guangdong Lingyi Technology Co., Ltd. (Direct listing) [2] - Hailan Home Group Co., Ltd. (Direct listing) [2] Group 2: Companies Planning to List in the United States - The 55 companies intending to list in the U.S. are all targeting the Nasdaq exchange [3][6]. - The registration includes various companies across different sectors, indicating a diverse interest in U.S. capital markets [3][6].

Core Insights - The "Belt and Road" Bay Area Manufacturing International Competitiveness Index Report was released, highlighting the competitive advantages of the Guangdong-Hong Kong-Macao Greater Bay Area (GBA) manufacturing sector in the context of the Belt and Road Initiative [1][3] Group 1: Economic Performance - The GBA's manufacturing import and export total is projected to reach 5.68 trillion yuan in 2024, reflecting an 8.5% year-on-year growth, underscoring its role as a significant engine of China's openness [6] - The GBA's GDP is expected to exceed 14 trillion yuan in 2024, positioning it among the top global bay areas [4] Group 2: Competitive Analysis - The report employs a "four-dimensional evaluation model" based on 130,000 customs data entries and WTO databases, utilizing four core indicators: RCA index, TC index, TCI index, and MS index to assess the GBA's manufacturing competitiveness [4] - The RCA index indicates that the GBA's five major export products—automatic data processing equipment, electronic components, electrical equipment, household appliances, and textiles—have a significant comparative advantage, with RCA values exceeding 1 [6] Group 3: Market Opportunities - The GBA's manufacturing exports are heavily concentrated in five key products, which account for over 50% of total exports, with high-tech products making up nearly 50% of this share [6] - The TCI index reveals substantial cooperation potential with ASEAN, Middle East, and African markets, particularly with countries like Russia and Brazil for household appliances, and Indonesia and Vietnam for electronic components [6][7] Group 4: Strategic Recommendations - The report suggests enhancing local operations in high-complementarity markets such as ASEAN, particularly in Vietnam and Indonesia, while also managing political risks in the Middle East and Africa [7] - It emphasizes the importance of Hong Kong's role as a trade hub, noting that over one-third of GBA products are re-exported through Hong Kong, which can help reduce trade costs by 10%-15% [7] - Recommendations for high-quality development include promoting "institutional opening" at the government level and encouraging data-driven, precise market entry strategies at the enterprise level [7][8]

目前，越南纺织服装产品已销往全球138个市场。其中，美国仍是主要市场，预计营业额达186亿美 元（同比增长11.75%），许多企业订单已排至2026年第一季度末，并正洽谈2026年第二季度的订单， 充分体现了国际市场对越南市场的信心。 越南《越南经济时报》11月26日报道，11月25日，越南纺织服装协会（VITAS）在第三届（2025— 2030年）生产经营成果大会上透露，越南2025年服装出口额预计将达到460亿美元，同比增长5.6%。尤 其值得一提的是，高达210亿美元的贸易顺差继续巩固了该行业在越南贸易平衡中的关键地位，与此同 时，国内付加值率已达到约52%，表明越南本土原材料和辅料供应的积极性日益增强。 越南纺织服装协会副主席兼秘书长张文锦先生表示，凭借这一成绩，越南得以继续保持全球第三大 纺织服装出口国的地位（仅次于中国和孟加拉国）。 （原标题：越南纺织业出口额预计达460亿美元，稳居全球第三） ...

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a focus on companies with optimistic profit improvement prospects. Core Insights - Domestic demand in Japan is diverging, with a rebound in duty-free sales driven by the National Day holiday and a weaker yen, marking the first positive growth in duty-free sales in eight months [3][15]. - Consumers are highly sensitive to prices for daily necessities, leading to increased average transaction values at discount and convenience stores, despite a decline in foot traffic [3][15]. - There is a trend of "downgrading" in dining and clothing consumption, with value brands like Saizeriya and Uniqlo seeing significant increases in customer traffic and same-store sales [3][15]. - Actual household entertainment spending has increased significantly, with travel and savings becoming preferred uses of disposable income, reflecting a mindset of enjoying life while prioritizing financial security amid economic uncertainty [3][15]. - The hotel industry continues to thrive due to a record number of inbound tourists and the depreciation of the yen, with strong demand for luxury goods and cosmetics from visitors [3][15]. Summary by Sections Macro Overview - The Japanese yen has depreciated, and inflationary pressures are rising, with the consumer confidence index slightly increasing to 35.8 in October from 35.3 in September [2][9]. - Real wages contracted by 1.4% year-on-year in September, continuing a nine-month trend of negative growth, while nominal wage growth was only 1.9%, significantly lagging behind inflation [2][9]. - The Producer Price Index (PPI) rose by 2.7% year-on-year in October, maintaining above 2% for four consecutive months, indicating persistent price pressures [2][13]. Essential Consumption - Retail sales in essential goods are showing steady growth despite high prices, with same-store sales for major retailers like Aeon and 7-Eleven increasing by 4.7% and 1.3% respectively in October [4][18]. - The demand for basic food and beverage items remains under pressure, with a year-on-year decline in retail sales for food and beverages recorded at approximately 35.56 billion yen in September [4][18]. Optional Consumption - There is a significant increase in demand for winter clothing, with same-store sales for Uniqlo rising by 25.1% in October, driven by strong sales of winter collections [5][32]. - The restaurant sector has seen same-store sales growth for major chains like Saizeriya and McDonald's, with increases of 16.9% and 8.1% respectively in October [5][28]. - Duty-free sales have turned positive for the first time in eight months, with a year-on-year growth of 7.5% in October, driven by increased tourist spending [5][36]. Stock Market Performance - The consumer sector saw most stocks rise from October 27 to November 27, with retail and food and beverage sectors gaining 5.6% and 4.7% respectively [6]. - Investment recommendations focus on companies like Mercari, which is expected to improve profitability, and Kirin Holdings, which has shown strong operational profit growth [6].

每经AI快讯，报喜鸟（SZ 002154，收盘价：4.04元）11月25日晚间发布公告称，截至本公告日，吴志 泽累计质押股数约为1.19亿股，占其所持股份比例为32.42%。吴婷婷累计质押股数为1160万股，占其所 持股份比例为6.25%。 截至发稿，报喜鸟市值为59亿元。 每经头条（nbdtoutiao）——688496，被证监会立案！刚上市业绩就变脸，亏损超1亿元；核心产品受重 创：第一大客户"自产自用"，减少采购 （记者 曾健辉） 2025年1至6月份，报喜鸟的营业收入构成为：纺织服装业占比97.0%，其他业务占比3.0%。 ...

发布会现场 每经记者 周程程 摄 目前，我国一些原本生产服装的工厂纷纷转产防护服等防控物资，防护服等产能逐渐提高，确诊病例数量在不断下降的情况下，这些产能是否会用于出口？ 对此工业和信息化部消费品工业司副司长曹学军表示，一个多月以来，通过动员企业复工复产，支持企业技改扩产扩能，加强人员、物资、运输的保障协 调，我国防护服的产能和产量得到了快速增长。 曹学军指出，目前，防护服的生产供应已经由十分紧缺转为能够满足需求。国务院联防联控机制物资保障组每日协调保障湖北地区防护服的数量达到了25万 件，已经连续十几天超出湖北地区的需求。虽然现在全国现有确诊的病例数量在下降，但防护服的生产供应仍不能放松。 曹学军表示，下一步，在充分保障湖北地区需求的同时，要兼顾全国其他地区的防控需要，同时也会引导企业注重疫情形势的变化，增强生产柔性，确保产 品质量按需组织生产，提升有效供给能力。 每经记者｜周程程 每经编辑｜陈旭 3月4日，国务院联防联控机制就做好疫情防控重要医疗救治设备促产保供工作情况举行发布会。 "我们也注意到，目前疫情在全球多个国家出现，部分地区疫情在加剧，防护物资也出现了紧缺的情况。"曹学军表示，中国是防护服生产的 ...