转自：前瞻产业研究院 行业主要上市公司：新澳股份(603889)、恒力石化(600346)、东方盛虹(000301)、浙文影业(601599)、恒 逸石化(000703)、百隆东方(601339)、华孚时尚(002042)、凤竹纺织(600493)、金鹰股份(600232)、华升 股份(600156)、嘉欣丝绸(002404)、彩蝶实业(603073)、华纺股份(600448)等 本文核心数据：中国纺织进出口金额;中国纺织进出口量;中国纺织进出口均价 1、纺织行业进出口总况 纺织行业涉及的产品种类广泛，根据世界海关组织指定的《商品名称及编码协调制度的国际公约》，中 国海关对纺织行业进出口贸易统计的HS编码章节涵盖第十一类纺织原料及纺织制品(50-63章)内容。 2015-2024年，中国纺织行业进出口总额总体波动趋势显著，2017-2022年间纺织行业进出口总额波动上 升，2023年贸易规模有所下滑。2024年，中国纺织行业进出口总额达到3223.66亿美元，同比小幅上涨 2.22%;实现贸易顺差2798.39亿美元，同比增长2.91%。2025年1-2月，纺织行业贸易规模已有442.99亿美 元，同比上年同 ...

Group 1: Overview of Nanjing's Foreign Trade Resilience - Nanjing's foreign trade enterprises are demonstrating strong resilience and vitality amidst global trade uncertainties by leveraging technological innovation, market diversification, and flexible marketing strategies [1] - Companies are striving for high-quality development and aiming to create an upward growth curve despite challenges [1] Group 2: Nanjing Leiying Technology Co., Ltd. - Nanjing Leiying Technology's sterile rice production line, weighing 107 tons and valued at 50 million yuan, is being exported to Japan, showcasing the company's advanced technology and innovation [2] - The company has seen a 13.83% year-on-year increase in export value as of April, successfully expanding into Southeast Asia, the Middle East, and Africa [2] - Leiying Technology's product line includes various central kitchen equipment, and the demand for such equipment has surged due to the trend of centralized kitchen supply chains [2] Group 3: Nanjing High-Speed Gear Manufacturing Co., Ltd. - Nanjing High-Speed Gear's export value reached 462 million yuan from January to April, marking a 7.4% increase, with an expected annual export value of over 1.34 billion yuan, a 20% growth compared to last year [4][5] - The company has maintained its leading position in the global wind power gearbox market, with a market share of one-third of new installations [4] - Nanjing High-Speed Gear has invested over 100 million yuan in quality information technology and has made significant advancements in research and development [4] Group 4: Nanjing Meihua Textile Co., Ltd. - Nanjing Meihua Textile achieved an export value of 18 million USD in the first quarter, reflecting a 10% year-on-year growth [6] - The company has diversified its product offerings from bedding to various home textile products, establishing a flexible supply chain that meets customer demands [6][7] - Meihua Textile has expanded its market reach beyond the U.S. to Europe and South America, increasing its domestic sales proportion from 5% to 30% [7]

Core Viewpoint - The U.S. textile industry has been in decline for decades, with only about 100 cotton spinning mills remaining, and the government’s push for manufacturing jobs to return is met with skepticism regarding its feasibility and potential economic impact [1][2][4]. Industry Status - The U.S. textile industry has experienced significant offshoring, first to Japan and South Korea, then to Taiwan, mainland China, and Southeast Asia, driven by the pursuit of lower production costs [1]. - As of now, approximately 97% of clothing and footwear sold in the U.S. is imported, with China being the largest source [7]. Government Policy and Industry Response - U.S. Treasury Secretary's comments on prioritizing precision manufacturing over textiles have sparked protests from industry representatives, highlighting a divide in perspectives on the future of the textile sector [5][6]. - There is a lack of consensus within the U.S. regarding the revival of the textile industry, with some arguing it is already "dead" and questioning the desirability of bringing it back [4][5]. Labor and Production Challenges - The high labor costs in the U.S. make it difficult for the textile industry to return, as the average manufacturing wage is significantly higher than in Southeast Asia [8]. - The aging workforce in the textile sector poses a challenge, as younger generations are less inclined to take on labor-intensive jobs [6][8]. Supply Chain and Infrastructure Issues - The U.S. lacks the necessary labor, skills, materials, and infrastructure to support a large-scale return of the textile industry [7][8]. - Rebuilding the textile supply chain would require substantial investment in factories and equipment, as well as addressing the high wages and low-skill labor gap [8]. Global Trade Implications - A forced return of the textile industry to the U.S. could disrupt global trade systems, negatively impacting countries in Southeast Asia and Latin America that rely on textile exports [9][10]. - The potential for trade retaliation and increased costs for consumers in the U.S. could arise from protective policies aimed at reviving the textile sector [10].

据新华社消息，5月12日，中美日内瓦经贸会谈联合声明发布。美方承诺取消根据2025年4月8日第14259 号行政令和2025年4月9日第14266号行政令对中国商品加征的共计91%的关税，修改2025年4月2日第 14257号行政令对中国商品加征的34%的对等关税，其中24%的关税暂停加征90天，保留剩余10%的关 税。相应地，中方取消对美国商品加征的共计91%的反制关税；针对美对等关税的34%反制关税，相应 暂停其中24%的关税90天，剩余10%的关税予以保留。中方还相应暂停或取消对美国的非关税反制措 施。 商务部新闻发言人表示，大幅降低双边关税水平的举措符合两国生产者和消费者的期待，也符合两国利 益和世界共同利益。外贸企业表示，联合声明的发布不仅为出口企业注入强大信心，也为全球市场稳定 起到了重要作用。贸易专家预计，我国高端制造业、农业与食品、绿色新能源、电子产品、机械和纺织 品等行业将受益。 昨日受此影响，A股、港股均走高，在岸和离岸人民币对美元汇率盘中均升值突破7.21关口。 行业影响 为全球供应链、产业链稳定释放积极信号 陈建伟表示，中美关税谈判的积极进展将继续加快中国内外贸一体化的进程，随着关税的 ...

Group 1 - Local governments are actively listening to the demands of private enterprises and implementing a series of fiscal, financial, and industrial policies to boost confidence and vitality in the private sector [2][3][4] - Hebei Province is holding monthly on-site meetings to address the concerns of private enterprises, ensuring timely responses from relevant departments [3][4] - Various regions are accelerating support measures for private enterprises, including optimizing the business environment and implementing specific legal measures to protect their rights [4][5] Group 2 - The Ministry of Justice is establishing a long-term mechanism for administrative law enforcement supervision to protect the legal rights of private enterprises [5] - Financial regulatory authorities are creating mechanisms for financing connections and establishing online platforms to improve efficiency in matching projects with funding [5][8] - The National Development and Reform Commission is streamlining market access regulations and addressing barriers to entry for private enterprises [5][6] Group 3 - The implementation of the "Promotion Law of Private Economy" on May 20 is expected to encourage private enterprises to innovate and contribute to modernization [6] - Continuous technological innovation is emphasized as essential for private enterprises to enhance their competitiveness and transition from "Made in China" to "Intelligent Manufacturing" [7][8] - Targeted and professional technological services will be provided to high-tech and emerging industries to support innovation and development [8][9]

ePTFE 面料是以聚四氟乙烯多微孔膜经特殊工艺与普通面料层压而成。该面料集 ePTFE 膜的优良防水透湿性能于一体，使得汗蒸汽可以 很快透出织物，人体不会有发闷的感觉，故为现阶段顶级的防水透气材料。 2024 年全球 PTFE 服装面料市场销售额达到了 927.90 百万美元，预计 2031 年将达到 1,408.91 百万美元，年复合增长率（ CAGR ）为 6.24% （ 2025-2031 ）。区域市场中，亚太地区增速最快，主要受中国户外运动热潮及制造业升级驱动；欧美市场因环保法规趋严增速 放缓，但仍是技术研发与高端产品的主导者。 中国市场作为全球增长引擎， 2024 年市场规模为 281.24 百万美元，占全球份额的 30.31% 。政策驱动（如《冰雪运动发展规划》）、消 费升级及本土品牌崛起（凯乐石、探路者）是核心增长动力。 全球PTFE服装面料市场规模概况 PTFE 服装面料市场呈现"国际巨头主导高端，本土品牌抢占中端"的竞争格局。国际头部企业占据 75%-80% 的市场份额，其中 Gore 以 68% 的全球份额稳居行业龙头，年营收超 6 亿美元。中国本土企业凭借性价比优势和技术突破，逐步抢占 ...

一、CPI通胀：同比持平，核心支撑 4月CPI通胀同比-0.1%，环比为0.1%。从分项看，核心CPI通胀稳定形成支撑，能源通胀的拖累增大。 图1：能源对CPI通胀的拖累加大 4月CPI通胀-0.1%，持平于前值，高于市场预期（-0.3%）；PPI通胀-2.7%，低于前值（-2.5%），略好于市场 预期（-2.8%）。 资 料 来 源 ： M a c r o b o n d ， 招 商 银 行 研 究 院 食品价格在供给偏紧的支撑下由跌转涨。 食品价格环比上涨0.2%，同比降幅收窄1.2pct至0.2%。一方面，季节 性供给减少支撑部分分项价格上涨，包括部分地区进入休渔期使水产品价格由下跌0.2%转为上涨1.2%，由于 处于新果上市初期阶段，供给较少，鲜果价格环比上涨2.2%；另一方面，关税反制扰动食品进口，牛肉价格 环比涨幅扩大3.4pct至3.9%。猪肉、羊肉、鲜菜、蛋类价格也在需求改善的拉动下由跌转涨或跌幅收窄。 能源 方面， 全球经贸局势动荡影响下，4月国际油价跌幅走阔，国内成品油价随之下调，交通工具用燃料价格环比 下跌2.0%，同比降幅扩大4.5pct至10.2%。 图2：在供给偏紧与需求改善支撑下 ...

新华财经塔那那利佛5月9日电（记者李卓群凌馨徐瑞青）在马达加斯加首都塔那那利佛南郊的五座现代化工厂里，来自中国内蒙古的优质羊绒纱线正在两百 多台全自动电脑横机上编织成精美的衣片。经过三千多名当地工人二十多道工序的精心制作，一件件品质优良的羊绒制品从这里走向全球市场。这样繁忙而 有序的生产场景，正是内蒙古鹿王羊绒有限公司马达加斯加工厂每一天的真实写照。 3月28日，在马达加斯加塔那那利佛内蒙古鹿王羊绒有限公司电脑编织车间，一名工人在操作设备。新华社记者李亚辉摄 早在1997年，鹿王羊绒就开始布局海外。发现非洲市场的潜力后，鹿王羊绒多次派人赴非考察调研，最终将目光锁定在政局稳定、资源丰富、劳动力充足的 马达加斯加。 建厂之初，鹿王羊绒在马达加斯加遭遇了重重困难。投资风险、法律适应、员工培训等难题接踵而至。面对挑战，鹿王羊绒董事长带领团队扎根当地，与员 工共同攻坚克难。他们主动学习当地语言，尊重文化习俗，建立起互信互助的工作关系。通过引进先进技术和管理方法，团队逐步提升了生产效率和产品质 量，为后续发展奠定了坚实基础。 面对当地纺织产业基础几乎空白的困境。鹿王羊绒董事长郑浩生认为："要抓紧人才培训，加快培养一支懂投 ...

投资者关系活动类别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称及人员 姓名 线上参与华孚时尚股份有限公司 2024 年度网上业绩说明 会的投资者 时间 2025 年 5 月 9 日 15:00-17:00 地点 公 司 通 过 全 景 网 " 投 资 者 关 系 互 动 平 台 " （https://ir.p5w.net）采用网络远程的方式召开业绩说 明会 上市公司接待人员姓 名 1、董事长：孙伟挺 2、董事、总裁：陈玲芬 3、董事、财务总监：王国友 4、董事、副总裁、董事会秘书：张正 5、独立董事：刁英峰 投资者关系活动主要 内容介绍 公司就投资者在本次说明会中提出的问题进行了回 复： 1、阿克苏算力平台进展到哪方面了，能公布具体点 吗？ 尊敬的投资者，您好。新疆建筑施工受天气影响有一 定的冬休期，目前阿克苏城市公共算力平台项目土建施工 正在积极准备当中，公司会按照后续进展及时履行信息披 露义务。感谢您的关注。 2、2024 年报显示绍兴市上虞总部预计 25 年 4 月入驻， 请问现在启用了吗？该项目能为公司业绩带来什么助 力？ 尊敬的 ...

Core Viewpoint - Yangzhou Jinquan Travelling Goods Co., Ltd. is preparing for its 2024 annual shareholder meeting, focusing on governance, financial performance, and future strategies to enhance shareholder value and operational efficiency [1][2][3]. Group 1: Financial Performance - The company reported a net profit of 144 million yuan for 2024, a decrease of 36.89% compared to the previous year [6]. - The proposed cash dividend for shareholders is 0.60 yuan per share (including tax) [22]. Group 2: Governance and Meeting Procedures - The company has established a secretariat for the shareholder meeting to ensure orderly proceedings and protect shareholder rights [1][2]. - Shareholders have the right to speak, inquire, and vote during the meeting, with a structured process for registration and time limits for speeches [2][4]. Group 3: Strategic Initiatives - The company aims to deepen customer relationships and expand market reach by enhancing service response mechanisms and developing customized solutions [14]. - Plans include advancing technology and product upgrades, focusing on high-performance materials and automation in production [15]. - The company is committed to sustainable development and safety upgrades, implementing green production standards and enhancing workplace safety [15][16]. Group 4: Future Plans - The company has outlined a three-year dividend return plan (2025-2027) to establish a stable shareholder return mechanism [25]. - The board has proposed a salary management system for directors, supervisors, and senior management to align compensation with company performance and market standards [26][28].