6月14日至17日，第103届意大利加达国际鞋业展览会在加达举行。作为全球鞋类行业的年度盛会，此次 展会吸引了来自世界各地的1100家参展商和品牌，汇聚了行业前沿潮流与创新成果。值得关注的 是，"成都双流造"女鞋以"女鞋+蜀锦"的创新技艺惊艳亮相，为"蓉品出海"写下浓墨重彩的一笔。 在此次展会上，成都的"熊猫故乡·鞋都匠心"专属展台格外引人注目，蜀锦系列鞋履凭借其独特的纹理 与色彩成为焦点。每一双鞋履的面料均由非遗匠人纯手工打造，从纹样构思到丝线编织，需历经3个月 的精心雕琢。流光溢彩的云纹、栩栩如生的花鸟图案，与现代简约的鞋型设计相得益彰，传统与时尚的 碰撞带来强烈视觉冲击。 "将非遗蜀锦融入现代女鞋设计，是我们对传统文化创造性转化、创新性发展的一次重要实践。"双流鞋 服产业链商会秘书长王莹在采访中表示，"我们希望借助加达鞋展这一国际平台，向世界展示中国传统 技艺的博大精深，让双流女鞋带着深厚的文化自信走向国际市场。" 从市场反馈来看，欧洲消费者对融合中国传统文化元素的女鞋接受度正在逐步提高。"展会开幕短短半 天，我们就接待了二十多位来自不同国家的采购商，很多人对我们融合蜀锦元素的女鞋表现出浓厚兴 趣。有位 ...

Core Points - The stock price of Yaowang Technology (002291) closed at 7.18 yuan on June 16, 2025, with an increase of 9.95% and a turnover rate of 12.99% [1] - The company reported a total revenue of 972 million yuan for Q1 2025, a year-on-year decrease of 38.52%, while net profit attributable to shareholders was 91.19 million yuan, a year-on-year increase of 3.23% [1] - The company has a current ratio of 1.178, a quick ratio of 0.967, and a debt-to-asset ratio of 39.66% [1] Financial Data - Main capital inflow for the day was 254 million yuan, accounting for 32.08% of the total transaction amount [1] - Large orders saw a net inflow of 274 million yuan, representing 34.59% of the transaction amount, while small orders had a net outflow of 146.52 million yuan, accounting for 18.5% [1] Company Overview - Yaowang Technology, established in 2002 and located in Foshan, primarily engages in the leather, fur, feather, and footwear industries [2] - The company has invested in 25 enterprises and participated in four bidding projects, holding 13 trademarks and 27 patents [2]

Core Viewpoint - The article highlights the operational difficulties faced by the well-known brand "Zuli Jian," revealing a stark contrast between its past success and current challenges, including tax debts and quality issues [1][3][17]. Company Overview - Zuli Jian is associated with Suixian Zuli Jian Footwear Co., Ltd., which has a tax debt of 154,158.61 yuan, indicating financial strain [1][2]. - The company was founded on December 26, 2017, with a registered capital of 100.02 million yuan and employs 789 people as of 2022 [2]. Historical Performance - Zuli Jian experienced significant success a decade ago with the launch of the "Six Super Elderly Shoes," selling 500,000 pairs and rapidly expanding to over a thousand stores [3]. - The brand's marketing strategy heavily relied on advertising, spending 200 million yuan over eight years on CCTV ads, which initially boosted its recognition [12]. Product Development and Innovation - Zuli Jian claims to have developed shoes tailored for the elderly by studying foot shape changes, resulting in multiple patents, primarily for design and accessories [4][6]. - However, only 31 out of its numerous patents are related to technology, raising questions about the actual innovation in its products [7]. Quality Issues and Brand Reputation - The brand has faced multiple quality control issues, including non-compliance in product testing, leading to negative publicity and legal challenges [17][19]. - Complaints about misleading advertising regarding the safety of its shoes have significantly impacted consumer trust, with over 60% of complaints related to false claims about anti-slip features [21]. Market Position and Competition - Zuli Jian's market position has weakened due to emerging competitors like Skechers, which offer innovative designs and effective marketing strategies targeting younger consumers [15][16]. - The brand's shift in target demographics is evident, with over 70% of online buyers being younger consumers purchasing for their elderly relatives [25]. Strategic Shifts and Future Challenges - The company is attempting to adapt its marketing strategy by engaging younger audiences through new endorsements and social media campaigns, including using pets as brand ambassadors [27][28]. - The transition to a younger marketing approach faces internal conflicts between traditional marketing strategies and modern consumer expectations, highlighting a critical challenge for the brand's future [22][28].

Group 1 - The company, Xinxing Group, is experiencing a downward trend in revenue for the first half of the fiscal year ending September 30, 2024, which is expected to continue into the remaining period of the fiscal year ending March 31, 2025 [1] - The anticipated loss for the period is estimated to be between approximately HKD 33 million and HKD 38 million, compared to a profit in the previous year [1] - The revenue is projected to decrease by approximately 10% year-on-year, leading to reduced economies of scale, alongside significant increases in labor costs compared to the same period last year [1] Group 2 - The company plans to continue strategic investments to strengthen production capabilities, including retaining a skilled labor force to demonstrate operational reliability [1] - The company aims to optimize its product mix by collaborating with specific clients to focus on higher average selling price products, thereby advancing its value growth strategy [1] - The company will adhere to capital management and cost control programs to maintain financial resilience [1] Group 3 - The U.S. government announced reciprocal tariff measures to be implemented globally starting April 2, 2025, which is expected to exacerbate existing challenges and uncertainties for the company [2] - The company anticipates that the order pipeline will remain uncertain due to evolving U.S. tariff policies on footwear products from Vietnam and Cambodia [2] - Despite the expected short-term cost increases from these strategic measures, the company believes they will strengthen its long-term advantages and recovery capabilities [2]

本报讯 （记者 史晓菲）为科学谋划皮革行业"十五五"时期的发展蓝图，推动我国皮革行业实现高质量 发展，中国皮革协会于5月在浙江温州、余姚等地开展皮革行业"十五五"规划编制调研工作。为确保规 划的科学性与可行性，中国皮革协会深入行业重点区域开展实地调研，并进行座谈交流，广泛听取政府 部门、行业组织和企业的意见建议，为"十五五"规划的制定提供坚实支撑。 当前，皮革行业正处在转型升级的关键阶段。国际市场环境持续复杂多变，国内消费结构和产业结构深 度调整，传统制造面临成本压力、环保压力和技术压力的多重挑战。与此同时，数字经济、绿色制造、 品牌经济等新兴力量也为行业注入了新的增长动力。在此背景下，编制好"十五五"发展规划，不仅是推 动皮革行业实现高质量发展的重要举措，也是行业贯彻落实制造强国、质量强国、绿色发展等国家战略 的重要抓手。记者了解到，规划编制工作聚焦构建现代化产业体系、培育新质生产力、完善产业生态， 着眼于全行业发展实际，致力于提出一套具有战略性、指导性和可操作性的中长期发展路径。 为全面了解各地产业发展现状与实际需求，中国皮革协会将调研首站设在浙江温州。温州作为"中国鞋 都"，拥有完备的产业链配套、强大的 ...

核心观点 【市场回顾】周四 A 股三大指数涨跌互现。截至收盘，上证综指涨 0.01%，深成指跌 0.11%，创业板指涨 0.26%。全市场成交额 13,035 亿元，较上日增加 169 亿元。全市场超 2,300 只个股上涨。板块题材 上，稀土永磁、量子科技、IP 经济、汽车零部件板块涨幅居前；农 业、猪肉板块跌幅居前。 【重要新闻】 市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2025 年 06 月 13 日 星期五 [Table_Summary] 概览 【商务部召开新闻发布会介绍中美经贸磋商机制首次会议情况】2025 年 6 月 12 日商务部召开新闻发布会。商务部介绍了中美经贸团队在 英国伦敦举行中美经贸磋商机制首次会议。双方就落实两国元首 6 月 5 日通话重要共识和巩固日内瓦经贸会谈成果的措施框架达成原则 一致，就解决双方彼此经贸关切取得新进展。关于稀土问题，中国作 为负责任的大国，充分考虑各国在民用领域的合理需求与关切，依法 依规对稀土相关物项出口许可申请进行审查，已依法批准一定数量的 合规申请，并将持续加强合规申请的审批工作。 研报精选 华 ...

运动鞋制造龙头，壁垒深厚，增长可期 [Table_StockName] ——华利集团（300979）首次覆盖 [Table_ReportDate] [Table_Summary] 投资要点: ⚫ 公司概况：公司是全球领先的运动鞋专业制造商，合作的运动休闲品牌 包括 Nike、Converse、Vans、UGG、Hoka One One、Puma、Under Armour 等。前身成立于 1990 年，至今深耕鞋履制造行业已有二十余年，在鞋 履制造领域具有较强的竞争优势。公司股权高度集中，实际控制人为张 聪渊家族，合计持有 87.48%的股权。近年来，公司业绩稳步增长，收入 与净利润趋势向好，2017-2024 年营业收入/归母净利润 CAGR 分别为 +13.31%/+19.47%。 ⚫ 行业看点：全球运动鞋履市场规模稳健增长。根据 Euromonitor 数据， 2011-2024 年，全球运动鞋履市场销售规模从 952.53 亿美元上升至 1686.45 亿美元，CAGR 为 4.49%，预计未来受益于消费者健康意识提升、 产品科技创新、体育赛事的推动等有望保持稳健增长。此外，受人力成 本、关税、自然资源 ...

关注、加星，第一时间接收推送！ 文 | 赵伟、屠强 联系人 | 屠强、 耿佩璇 摘要 事件： 6月9日，国家统计局公布5月通胀数据，CPI同比-0.1%、前值-0.1%、预期-0.2%、环比-0.2%；PPI 同比-3.3%、前值-2.7%、预期-3.2%、环比-0.4%。 核心观点：消费需求改善令核心CPI企稳，但供给侧对通胀读数有较大压制。 特征一：核心商品PPI明显回弹，主因需求改善，且关税对价格的冲击尚未进一步加剧。 5月核心商品 PPI同比回升0.3pct至-1.4%，一是提振消费政策效果持续显现，部分消费品需求释放带动相关行业价格回 升；二是关税对价格的冲击趋于缓和，部分出口行业价格的回落幅度并未加大。具体行业看，制鞋业价 格上涨0.8%，计算机整机制造价格上涨0.2%，家用洗衣机、电视机制造、汽车整车制造价格降幅比上月 分别收窄1.6、1.4、0.6pct。 而5月PPI跌破-3%，更多反映大宗商品价格的拖累。 5月PPI同比较前月回落0.6pct至-3.3%。其中国际油 价下行拖累国内油价，测算油价拖累PPI环比-0.1%。同时地产、基建投资走弱，煤炭供应充足，钢、煤 价格也有回落，测算钢、煤 ...

丑鞋这股潮流是过不去了。 夏天一到，北方奶奶穿去澡堂、南方奶奶穿去买菜的复古款慵懒风塑料凉拖，又翻红了。 打工人夏天有多依赖洞洞鞋，时尚品牌们就有多沉迷于用果冻鞋整活儿。 | 丑是丑，但塑料材质对我们这种一下雨下一 | | | --- | --- | | - 中国香港 2024年6月15日 个月的地方来说,只能说实用 | 0 9 | 然而也有人说，果冻鞋是最令人费解的鞋。塑料做的鞋还很容易臭，不仅材质本身臭，还可能穿得脚滂臭；说是说适合下雨天穿，但真沾了水，便是滑溜 得不知天地为何物，脚趾分分钟一个猛冲冲出鞋外。 网格设计尤其吃香。本来只为通风透气不闷汗，如今这网格却和洞洞鞋上的洞一样，成了安插"鞋花"的机关。 一双PVC做的平平无奇"果冻鞋"，拜鞋花所赐，有的姹紫嫣红，有的珠光宝气，Y2K极繁主义在鞋面上丁零当啷地重生，千金名媛风靠反光小亮片和七彩 小串珠注入灵魂。 在奶奶同款鞋上做手工课作业，make水晶拖孩great again。 给阿嬷的水晶凉拖挂塑料花，就成韩女夏季精选了? 塑料凉拖翻红，其实也不算新鲜事。这几年上至奢侈品、中至快时尚、下至路边摊全在集体力捧，你说你的叫渔网鞋，我说我的叫果冻鞋，你说 ...

| 序号 | | 姓名 | | 立室日期 | | | --- | --- | --- | --- | --- | --- | | 1 | 张 | 张京唐 | 他有13家公司 > | 2021-04-01 | (2021)回030 | | 2 | | 张 张京康 | 他有13家公司 > | 2021-01-05 | (2021)回03岁 | | 3 | 张 | 张京康 | 他有13家公司 > | 2020-09-01 | (2020)闽030 | | 4 | 张 长京展 | | 他有13家公司 > | 2020-08-18 | (2020)浙108 | （图源：天眼查） 更雪上加霜的是，足力健还面临着严重的质量危机。近年来，足力健老人鞋多次因质量问题被市场监管部门通报，包括底墙与帮面剥离强度不合格、外底耐 磨性能不达标等。这些问题不仅损害了消费者的利益，也严重影响了足力健的品牌形象。 近日，河南省商丘市睢县税务局第二税务分局公布的欠税公告显示，足力健品牌背后的制造公司睢县足力健鞋业有限公司欠税15.42万元。这家曾经依靠"孝 心经济"盛极一时的老人鞋品牌，如今正面临着增长困境和债务危机双重压力。 回看2018年 ...