证券之星消息，9月10日服装家纺板块较上一交易日上涨0.63%，恒辉安防领涨。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。服装家纺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) | | | --- | --- | --- | --- | --- | --- | --- | | 300952 | 恒辉安防 | 31.18 | 5.95% | 18.37万 | | 5.64亿 | | 002269 | 美邦服饰 | 69'2 | 5.91% | 551.82万 | | 14.79亿 | | 600107 | ST尔雅 | 6.74 | 4.98% | - 10.64万 | | 7058.35万 | | 003041 | 直要美家 | 24.14 | 4.23% | 5.79万 | | 1.37亿 | | 603511 | 爰草股份 | 17.04 | 3.84% | 9.09万 | | 1.53亿 | | 002762 | *ST金比 | 7.90 | 3.27% | 10.01万 | | 7911.25 ...

Investment Rating - The report maintains a positive outlook on the textile and apparel industry, particularly highlighting the growth potential in the non-woven fabric sector and the performance of sportswear brands like Lululemon in China [2][3]. Core Insights - The textile and apparel sector outperformed the market, with the SW textile and apparel index rising by 1.4% from August 29 to September 5, 2025, surpassing the SW All A index by 2.8 percentage points [3][5]. - The report emphasizes the recovery in the non-woven fabric industry, with significant growth in revenue and profit for key players like Nobon and Jieya, indicating a positive trend in the sector [12][15]. - Lululemon's second-quarter performance in China showed a 25% increase in revenue, reinforcing the strong alpha in the sports market [15][16]. Summary by Sections Textile Sector - The non-woven fabric production peaked in 2020 but has seen a recovery post-pandemic, with a narrowing supply-demand gap. By the first half of 2025, revenue and profit for the non-woven fabric industry are expected to grow by 3.1% and 8.4% year-on-year, respectively [12][13]. - Nobon reported a 33% increase in revenue and a 48% increase in net profit for the first half of 2025, exceeding market expectations [12][13]. - The report suggests focusing on companies like Nobon for their growth potential in the non-woven fabric sector, particularly in personal care and new tobacco products [12][13]. Apparel Sector - Lululemon's global revenue grew by 7% to $2.5 billion in the second quarter of 2025, with international business revenue increasing by 22% and a notable 25% growth in mainland China [15][16]. - The report highlights the strong performance of high-end and cost-effective brands in the sportswear sector, with companies like Anta and Li Ning showing resilience despite market challenges [16][17]. - The report recommends investment in sportswear brands such as Anta, Li Ning, and 361 Degrees, as well as discount retailers like Hailan Home [16][17]. Market Trends - The retail sales of clothing, shoes, and textiles in China reached 837.1 billion yuan from January to July 2025, reflecting a year-on-year growth of 2.9% [29][32]. - The textile and apparel export value for the first seven months of 2025 was $170.74 billion, with a slight increase of 0.6% year-on-year, although clothing exports saw a decline of 0.3% [32][36]. - Cotton prices have shown a slight decline, with the domestic cotton price index at 15,297 yuan per ton as of September 5, 2025, down 0.3% [36][37].

截至2025年9月5日收盘，ST尔雅（600107）报收于6.65元，较上周的5.99元上涨11.02%。本周，ST尔雅 9月5日盘中最高价报7.07元，股价触及近一年最高点。9月1日盘中最低价报5.84元。ST尔雅当前最新总 市值23.94亿元，在服装家纺板块市值排名48/59，在两市A股市值排名4859/5152。 本周关注点 公司公告汇总 关于股票交易异常波动的公告湖北美尔雅股份有限公司股票于2025年8月29日、9月1日、9月2日连续三 个交易日收盘价格涨幅偏离值累计超过12%，属于异常波动。公司股票自2025年8月14日起三次触及异 常波动，累计涨幅62.77%，严重偏离上证A指。经自查及函证，公司、控股股东及实际控制人不存在应 披露未披露的重大事项。2025年上半年公司营业收入1.29亿元，净利润为-2,185.87万元，若年度营收低 于3亿元且继续亏损，可能触发财务类退市风险警示。2024年度财务报告被出具保留意见，内部控制审 计报告被出具否定意见，若2025年内部控制审计报告仍为否定或无法表示意见，可能触发规范类退市风 险警示。公司及董事长郑继平处于证监会立案调查期间，结果尚不确定。 以上内容 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603839 | 安正时尚 | 11.47 | 9.97% | 10.89万 | | 1.25亿 | | 300577 | 开润股份 | 23.80 | 6.77% | 6.62万 | | 1.56亿 | | 603001 | 奧康国际 | 9.39 | 6.70% | 12.11万 | | 1.12亿 | | 300901 | 中胤时尚 | 17.17 | 4.25% | 4.77万 | | 7919.93万 | | 603665 | 康隆达 | 29.15 | 4.11% | 3.30万 | | 9451.94万 | | 002486 | 嘉麟杰 | 2.84 | 4.03% | 43.55万 | | 1.23亿 | | 300952 | 恒辉安防 | 27.27 | 4.00% | 3.93万 | | 1.05亿 | | 002780 | 三夫户外 | 14.13 | 3.90% | 16.18万 | | 2.28亿 | | ...

Macro and Strategy Research - The liquidity environment is expected to improve, providing a mid-term layout window for the A-share market, with a focus on strengthening domestic circulation as a key policy direction [2][3] - The capital market is experiencing a liquidity-driven trend, with increased trading volume and a rise in margin financing balances, indicating a positive influx of funds into the market [3] Industry Research Metal Industry - The steel industry reported a revenue of CNY 945.23 billion in H1 2025, a year-on-year decrease of 9.16%, while net profit increased by 157.66% to CNY 13.14 billion, indicating significant improvement in overall performance [8] - The non-ferrous metal industry achieved a revenue of CNY 1,819.66 billion in H1 2025, a year-on-year growth of 6.49%, with net profit rising by 36.55% to CNY 95.36 billion, reflecting strong performance [10] Light Industry and Textile - The light industry manufacturing sector reported a revenue of CNY 297.01 billion in H1 2025, with a slight year-on-year increase of 0.01%, but net profit decreased by 23.14% to CNY 13.95 billion, indicating pressure on profitability [15] - The textile and apparel sector saw a revenue decline of 5.16% and a net profit decrease of 8.40% in H1 2025, highlighting challenges in the market [16] Pharmaceutical and Biotech - The pharmaceutical and biotech sector experienced a revenue decline in H1 2025, with innovative drugs and CXO segments showing strong performance, while medical devices faced pressure [18][19] - The chemical pharmaceutical segment reported a revenue of CNY 136.94 billion in Q2 2025, a year-on-year decrease of 1.4%, but net profit increased by 9.0%, indicating a recovery in profitability [19]

证券之星消息，9月4日服装家纺板块较上一交易日上涨1.12%，太湖雪领涨。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。服装家纺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) | | --- | --- | --- | --- | --- | --- | | 838262 | 太湖雪 | 31.40 | 12.38% | 8.55万 | 2.57 Z | | 603839 | 安正时尚 | 10.43 | 10.02% | 8.21万 | 8562.79万 | | 002269 | 美邦服饰 | 2.65 | 9.96% | 500.20万 | 13.13亿 | | 603608 | 天创时尚 | 7.55 | 6.34% | - 35.45万 | 2.72亿 | | 603001 | 奧康国际 | 8.80 | 4.14% | 11.20万 | 9774.23万 | | 002494 | रूस में स्थान से संस्थान के साथ से संस्थान के साथ से संस्थ ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 登录新浪财经APP 搜索【信披】查看更多考评等级 2025年9月4日，安正时尚（sh603839）触及涨停，涨停价9.48元，涨幅10.02%，总市值40.58亿元，流通 市值40.58亿元，截止发稿，总成交额4609.14万元。 根据喜娜AI异动分析，安正时尚涨停原因可能如下，公司治理优化+业绩扭亏+游资买入： 1、公司处于 业务调整和治理优化阶段，取消监事会并整合委员会职能，新增多项管理制度，提升了决策效率，还建 立完善的内控、信息披露、关联交易等制度，提升了公司透明度。2025年半年报显示主品牌JZ玖姿收入 增长23.93%，带动整体收入增长12.38%，上半年实现净利润22 ...

安正时尚9月3日晚间公告，公司股票连续两个交易日（2025年9月2日、9月3日）收盘价格涨幅偏离值累 计超过20%，属于股票交易异常波动情形。经公司自查，公司目前生产经营情况正常，内外部经营环境 未发生重大变化，不存在应披露而未披露的重大信息。截至本公告披露日，公司、控股股东及实际控制 人不存在影响公司股票交易价格异常波动的重大事项，不存在涉及公司应披露而未披露的重大信息，包 括但不限于重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股权激励、破产重整、 重大业务合作、引进战略投资者等重大事项。经公司自查，截至本公告披露日，除公司已披露的信息 外，未发现对公司股票交易价格可能产生较大影响的媒体报道或市场传闻，亦未涉及市场热点概念的事 项。 ...

证券研究报告 纺织服饰 | 服装家纺 非金融|公司点评报告 hyzqdatemark 2025 年 09 月 03 日 证券分析师 丁一 SAC：S1350524040003 dingyi@huayuanstock.com 周宸宇 zhouchenyu@huayuanstock.com 市场表现： | 基本数据 | | | | 年 | 02 日 | 09 | 2025 | 月 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | | | 13.99 | | | | | 一 年 内 最 低 | 最 | 高 | / | | 16.00/8.59 | | | | | （元） | | | | | | | | | | 总市值（百万元） | | | | | 2,204.65 | | | | | 流通市值（百万元） | | | | | 1,827.83 | | | | | 总股本（百万股） | | | | | 157.59 | | | | | 资产负债率（%） | | | | | 43.59 | | | | | 每股净资产（元/股） ...

安正时尚公告，公司股票连续两个交易日（2025年9月2日、9月3日）收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。经公司自查并向控 股股东、实际控制人书面征询核实、确认，截至本公告披露日，公司及控股股东、实际控制人不存在应 披露而未披露的重大事项。公司股票基本面未发生重大变化，敬请广大投资者注意二级市场交易风险， 理性决策，审慎投资。 ...