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深纺织B:2025一季报净利润0.21亿 同比下降0%
Tong Hua Shun Cai Bao· 2025-04-27 08:28
一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益(元) | 0.0412 | 0.0410 | 0.49 | 0.0259 | | 每股净资产(元) | 5.87 | 5.73 | 2.44 | 5.65 | | 每股公积金(元) | 3.87 | 3.87 | 0 | 3.87 | | 每股未分配利润(元) | 0.58 | 0.47 | 23.4 | 0.36 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 7.78 | 7.61 | 2.23 | 6.79 | | 净利润(亿元) | 0.21 | 0.21 | 0 | 0.13 | | 净资产收益率(%) | 0.70 | 0.72 | -2.78 | 0.46 | 数据四舍五入,查看更多财务数据>> 二、前10名无限售条件股东持股情况 三、分红送配方案情况 本次公司不分配不转赠。 前十大流通股东累计持有: 27599.58万股,累计占流通 ...
棉花:需求驱动弱,关注新疆天气
Guo Tai Jun An Qi Huo· 2025-04-27 06:25
棉花:需求驱动弱 关注新疆天气 傅博 投资咨询从业资格号:Z0016727 fubo2@gtht.com 二 〇 二 五 年 度 2025 年 4 月 27 日 报告导读: 截至 4 月 25 日当周,ICE 棉花上涨超过 2%,主要是周三 ICE 棉花出现了大幅上涨,本周整体金融市 场的风险偏好有所回升,所以外部市场并没有负面影响。基本面方面市场关注美棉出口和新作种植情况, 在周四将公布美棉周度销售数据和产区天气情况之前,ICE 棉花突破 60 日均线后引发了技术性买盘,虽 然周度出口销售数据和天气数据均不给力,但是 ICE 棉花并没有回吐涨幅,周线涨幅最终仍然超过 2%。 国内纺织产业的经营情况一般,纱厂原料库存充足,下游虽然在做一些抢出口,但是订单情况并不是 很理想,纺织企业的成品库存继续上升,产业信心较弱。 国内棉花期货目前主要受到弱需求预期和市场情绪影响,现货货权比较集中导致基差相对坚挺,但是 由于预期新疆面积继续增长且当前天气情况较理想,所以供应端缺乏上涨驱动;对中长期需求的悲观预 期,以及短期内下游已经做了原料补库,导致需求端对棉花价格的支撑较弱;美国对等关税政策造成的市 场恐慌情绪有所缓和,棉 ...
我国外贸企业如何做到"危"中寻机?直击记者一线调研
Yang Shi Wang· 2025-04-27 02:58
Core Viewpoint - The textile industry in China remains a traditional pillar, with exports expected to exceed $300 billion in 2024, maintaining its position as the world's largest exporter for 30 consecutive years [1][2]. Group 1: Company Responses to Tariff Impacts - Guangzhou Textile Import and Export Group Co., Ltd. has seen its business with the U.S. come to a halt, with overall business volume dropping by nearly 50% due to a 34% tariff policy [6][8]. - The company is focusing on enhancing its core competitiveness and has been diversifying its market presence, planning to enter markets in Cambodia, South Korea, Australia, and New Zealand [8][19]. - The company emphasizes the importance of maintaining communication with clients to manage existing U.S. orders amidst the tariff challenges [4][6]. Group 2: Market and Strategic Shifts - The textile industry in Guangdong is transitioning from reliance on U.S. orders to developing domestic markets and local brands, as exemplified by Yida Group's strategy to deepen its domestic market presence [9][17]. - Companies are leveraging their established supply chains and production capabilities to adapt to external pressures, with a focus on maintaining quality and stability in their operations [15][17]. Group 3: Industry Trends and Innovations - Guangdong's textile sector is undergoing significant restructuring, emphasizing technological innovation and industrial upgrades, including a shift from traditional manufacturing to smart manufacturing [18][19]. - Companies are adopting digital technologies and low-carbon solutions to meet international market demands and regulatory challenges, such as the EU's carbon tariffs [18][19]. - The industry is also focusing on product innovation, integrating traditional craftsmanship with modern technology to create new materials and designs that cater to global market needs [18][19]. Group 4: Policy and Ecosystem Support - The Guangdong textile industry benefits from a highly efficient supply chain network, allowing for rapid production and collaboration among various stakeholders [19]. - Government policies are playing a crucial role in supporting the industry, including optimizing export tax refund processes and providing financial incentives to enhance competitiveness [19].
“危”中寻机!美国关税冲击下 广东纺织业如何突围破局
Core Insights - The textile industry in China remains a pillar, with exports expected to exceed $300 billion in 2024, maintaining its position as the world's largest exporter for 30 consecutive years [1] - Guangdong's textile sector faces challenges due to U.S. tariffs, prompting companies to seek strategies to mitigate risks and adapt to changing market conditions [1][2] Company Strategies - Guangzhou Textile Import and Export Group Co., Ltd. has seen its business with the U.S. nearly halved, with a 34% tariff impacting profitability on existing orders [2] - The company is exploring domestic sales and diversifying its market presence, including targeting Europe and South America, while maintaining communication with U.S. clients to manage order fulfillment [3][4] - The company emphasizes enhancing core competitiveness and has long-term strategies for international supply chain development, participating in trade shows in various countries to seize global market opportunities [3][4] Market Adaptation - The textile industry is shifting from reliance on U.S. orders to focusing on domestic markets and developing local brands, as exemplified by the experience of Yida Group, which has successfully transitioned to domestic sales after facing U.S. sanctions [4][6] - Companies are leveraging their established supply chains and production capabilities to adapt to changing market dynamics, ensuring stability and resilience in the face of external pressures [5][6] Industry Trends - The Guangdong textile industry is undergoing significant restructuring, focusing on technological innovation, market diversification, and supply chain resilience [7] - Companies are adopting digital technologies and low-carbon practices to enhance production efficiency and meet international standards [7][8] - The domestic market is seen as a stabilizing force, with companies collaborating with major platforms to deepen their presence in the local market [8][9] Policy and Ecosystem Support - The Guangdong government is providing support through optimized tax policies and improved business environments, facilitating the industry's adaptation to external challenges [9] - The integration of the textile supply chain in Guangdong allows for efficient collaboration among various stakeholders, enhancing the industry's overall competitiveness [9]
聚杰微纤2025年一季报简析:营收净利润同比双双增长,盈利能力上升
Zheng Quan Zhi Xing· 2025-04-25 22:49
Financial Performance - The company reported a total revenue of 125 million yuan for Q1 2025, representing a year-on-year increase of 5.06% [1] - The net profit attributable to shareholders reached 14.71 million yuan, up 30.49% year-on-year [1] - The gross margin improved to 29.76%, an increase of 4.51% compared to the previous year [1] - The net margin rose to 11.86%, reflecting a year-on-year increase of 23.44% [1] - Total expenses (selling, administrative, and financial) amounted to 12.98 million yuan, accounting for 10.35% of revenue, which is a 20.64% increase year-on-year [1] Key Financial Ratios - Earnings per share (EPS) increased to 0.1 yuan, a rise of 25% year-on-year [1] - The company's return on invested capital (ROIC) was reported at 6.4%, indicating average capital returns [3] - The net profit margin for the previous year was 10.81%, suggesting average added value for products or services [3] Cash Flow and Debt Management - The company reported a negative operating cash flow of -0.03 yuan per share, which is an improvement of 82.12% year-on-year [1] - The company has a healthy cash asset position, with total cash assets reported at 243 million yuan, down 4.14% from the previous year [3] - Interest-bearing debt significantly decreased to 4.96 million yuan, a reduction of 82.71% year-on-year [1] Market Strategy and Outlook - The company expressed confidence in the domestic market's potential, emphasizing plans to balance domestic and international sales [3] - The company aims to continue expanding both domestic and international markets, focusing on consumer demand [3]
聚杰微纤:2025年第一季度净利润1470.94万元,同比增长30.49%
news flash· 2025-04-24 07:56
Group 1 - The core point of the article is that 聚杰微纤 (Jujie Microfiber) reported its financial results for the first quarter of 2025, showing a revenue of 125 million yuan, which represents a year-on-year growth of 5.06% [1] - The net profit for the same period was 14.7094 million yuan, indicating a year-on-year increase of 30.49% [1]
热点思考|“关税冲击”的行业脉络?
赵伟宏观探索· 2025-04-23 11:17
以下文章来源于申万宏源宏观 ,作者赵伟 屠强等 申万宏源宏观 . 申万宏源证券研究所 | 宏观研究部 作者: 赵 伟 申万宏源证券首席经济学家 屠 强 资深高级宏观分析师 联系人: 屠强、耿佩璇、浦聚颖 摘要 一问:制造业链条的含"美"量?消费电子、文教体娱的直接依赖高,纺织、电气机械偏间接依赖。 出口与营收视角下,考虑直接与间接出口(上下游),消费品行业含"美"量较高,结构上文教体娱、消 费电子以直接依赖为主,而纺织业、电气机械多为间接依赖。 制造业营收对美出口依赖度有所回落,结 构上文教体娱、家具、纺织等依赖度仍高。其中文教体娱、计算机通信以直接依赖为主,分别是6.6%、 6%;纺织业、电气机械等行业考虑间接投入后整体依赖度居前列,分别9.5%、5.5%。 投资视角下,含"美"量较高的行业在制造业投资占比也较高,譬如消费电子、机械设备等行业。 2024年 含"美"量较高的行业投资占制造业投资比重为31.4%。结构上计算机通信(10.9%)、电气机械(9%)等行业 投资占比较高,且近年大幅提升。相比之下,文教体娱、家具、纺织服装等行业投资水平偏低,占制造 业投资比重的降幅也较大,期间分别回落1.3、1.1、 ...
财富一年狂飚430亿,郑淑良凭啥荣膺山东女首富?
商业洞察· 2025-04-23 10:51
以下文章来源于雷达Finance ,作者X编辑 雷达Finance . 作者: 孟帅 来源: 雷达Finance (lD: leidaplus) 在不久前胡润研究院发布的《2025胡润全球富豪榜》中,郑淑良家族以1150亿元的雄厚财富荣 膺山东女首富之位,再度成为外界瞩目的焦点。 事实上,郑淑良家族积累的财富,离不开其丈夫张士平凭借魏桥创业集团所奠定的坚实根基。往 昔,张士平家族也曾登上山东首富的巅峰之位,但今年山东首富的桂冠被居住于聊城的信发铝电 张刚家族摘下。 回溯过去,张士平与郑淑良均诞生于 1946年 ,二人相互扶持,携手创业。张士平从油棉厂一名 普通工人起步,凭借不懈努力成长为厂长。 在 张士平 的引领下,魏桥创业集团持续拓展版图,先后进军纺织、铝业等行业,连续 13年跻身 世界500强,成绩斐然。 得益于企业的迅猛发展,张士平收获了"亚洲棉王"、"铝业大王"等诸多 美誉,多次荣登山东首富之位。在他的精心运作下,魏桥系一度坐拥三家上市公司。 但天有不测风云,2019年,张士平因病离世。张士平辞世后,其一手缔造的魏桥商业帝国由遗孀 郑淑良与子女接管。家族接手后,魏桥创业集团依旧维持着良好的发展态势,2 ...
热点思考|“关税冲击”的行业脉络?
申万宏源宏观· 2025-04-22 14:12
| 屠 强 资深高级宏观分析师 | | --- | | 联系人: | | 屠强、耿佩璇、浦聚颖 | 出口→营收:关税落地令加征行业出口走弱,营收同步回落,结构上家具、轻工纺服等行业营收对出口 回落的敏感性较高。 上一轮贸易摩擦的实质性冲击于2018年9月开始,加征行业出口交货值超额回落 10.4pct,拖累实际营收增速下滑3.9pct,降幅均超过未加征行业。结构上家具、纺织服装等行业营收受对 美出口的影响较大,关税落地后分别拖累实际营收增速回落0.4、0.9pct。 营收→利润:加征行业利润回落幅度超过营收,主因利润率"超额"下行,但并非行业主动降价。 关税冲 击后,加征行业的利润率同比增量有更大幅度下滑(-1pct),导致利润增速回落幅度(-13.7pct)超过营收 (-4.7pct)。从影响因素看,利润率回落并非加征行业降低出口价格,数据上加征关税行业的出口价格指数 走势与未加征行业保持一致,反而是美国进口价格涨幅接近关税税率涨幅。 利润率"超额"下滑的主因是刚性成本约束,加征行业固定资产周转率下行的同时,成本率与销售费用率 被动抬升。 关税落地后加征行业固定资产周转率下行,自2018年9月2.62降至2 ...
福建凤竹纺织科技股份有限公司2025年第一季度报告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600493 证券简称:凤竹纺织 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。 重要内容提示 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整,不存在虚假 记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、主要财务数据 (一)主要会计数据和财务指标 单位:元 币种:人民币 ■ (二)非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 ■ 对公司将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的,以及将《公开发行证券的公司信息披露解释性公告第1号一一非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目,应说明原因。 □适用 √不适用 √适用 □不适用 单位:元 币种:人民币 ■ (三)主要会计数据 ...