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安利股份(300218) - 2026年1月26日投资者关系活动记录表
2026-01-26 12:56
Group 1: Production Capacity and Sales Performance - The company will achieve an annual production capacity of 100 million meters of polyurethane synthetic leather and composite materials after all four production lines in Vietnam are operational [2] - In 2025, the company's quarterly production and sales volume showed fluctuations, with a slight overall decrease in annual cumulative production and sales volume, while the sales price exhibited a steady increase [2][3] Group 2: Sales Price Variations by Product Category - The sales price of products in major application areas is ranked from high to low as follows: electronic products, automotive interiors, functional footwear materials, and sofa home furnishings [3] - The sales price ranking may vary based on specific customers and products due to factors such as production complexity and performance requirements [3] Group 3: Strategic Partnerships and Market Expansion - The collaboration with Nike is progressing positively, with forecast orders received, although actual orders depend on production conditions [3] - The company is actively engaging with emerging brands like HOKA and Aon to expand its market presence [3] Group 4: Financial Impact and Trust Products - The fourth employee stock ownership plan will incur share-based payment expenses, impacting the company's operating performance in the third and fourth quarters of 2025 [3] - The company has recognized a cumulative fair value loss of 28 million yuan on the Zhongrong Trust products, with a current book value of 12 million yuan [4]
2025年全国皮革、毛皮、羽毛及其制品和制鞋业出口货值为1742.5亿元,累计下滑8.2%
Chan Ye Xin Xi Wang· 2026-01-25 01:58
上市公司:万里马(300591),中胤时尚(300901),恒辉安防(300952),ST奥康(603001),红 蜻蜓(603116),ST起步(603557),健盛集团(603558),天创时尚(603608),康隆达 (603665),牧高笛(603908),哈森股份(603958),扬州金泉(603307) 相关报告:智研咨询发布的《2026-2032年中国皮革行业市场现状分析及产业趋势研判报告》 根据国家统计局数据可知:2025年12月全国皮革、毛皮、羽毛及其制品和制鞋业出口货值为150.8亿 元,同比下降14.8%;2025年全国皮革、毛皮、羽毛及其制品和制鞋业累计出口货值为1742.5亿元,累 计同比下降8.2%。 2019年-2025年全国皮革、毛皮、羽毛及其制品和制鞋业出口货值统计图 数据来源:国家统计局,智研咨询整理 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 ...
嘉兴再添两个“千亿县”,全域千亿如何进阶?
Xin Lang Cai Jing· 2026-01-24 23:43
(来源:嘉兴日报) 转自:嘉兴日报 ■记者 陈 曦 沈 婷 昨天,记者从嘉兴市统计局获悉2025年经济数据:根据地区生产总值统一核算,2025年全市生产总值 (GDP)7851.06亿元,按不变价格计算,较上年增长5.2%。 同时,嘉兴各县(市、区)经济数据陆续揭晓——秀洲区(行政口径)实现GDP1004.78亿元,同比增 长4.8%;嘉善县GDP可比增长5.8%,总量首次突破千亿元大关。至此,嘉兴七个县(市、区)中,已 有六个跻身"千亿俱乐部"。 秀洲的晋级,源于对"产业强区"战略的坚定深耕。通过制造业提质、服务业赋能、农业转型"三产协 同",秀洲构建起融合联动的新格局。其规上工业研发投入占比提升幅度、制造业投资增速、市场主体 增长率等多个关键指标位列全市第一,清晰诠释了以有效投资和创新投入驱动内涵型增长的逻辑。 这不仅是数字的跃升,更是区域经济能级与韧性的深刻印证。 嘉兴"十五五"规划的宏伟蓝图,将以实现GDP"市域万亿跨越、县域千亿覆盖"的雄心,全力冲刺长三角 城市群重要中心城市目标。 聚焦千亿版图,嘉兴憋着一股劲。 从2019年海宁率先撞线,到如今秀洲、嘉善携手晋级,嘉兴"千亿方阵"快速扩容,勾勒出一 ...
明新旭腾连亏2年 2020上市第一创业保荐2募资共16亿
Zhong Guo Jing Ji Wang· 2026-01-23 06:24
Group 1 - The company Mingxin Xuteng (605068.SH) has forecasted a net loss for the year 2025, estimating a loss of between 130 million yuan and 90 million yuan attributable to the parent company [1] - For the year 2024, the company reported an operating revenue of 1.179 billion yuan, representing a year-on-year increase of 30.21%, but a net profit attributable to shareholders of the listed company was a loss of 172 million yuan, a decrease of 412.54% [1] - The net cash flow from operating activities for 2024 was 14.42 million yuan, down 74.82% year-on-year [1] Group 2 - The company raised a total of 962 million yuan from its initial public offering, with a net amount of 872 million yuan after deducting issuance costs, which were allocated to various projects including the upgrade of leather production and R&D center construction [2] - The issuance costs for the initial public offering amounted to 89.55 million yuan, with underwriting fees of 58.05 million yuan [2] Group 3 - In 2022, the company issued convertible bonds, raising 673 million yuan, with a net amount of 666.94 million yuan after deducting underwriting fees and other related costs [3] - The total amount raised from the two fundraising activities is 1.635 billion yuan [3]
安利股份通过阿迪达斯实验室认证
Zhi Tong Cai Jing· 2026-01-22 10:32
安利股份(300218)(300218.SZ)公告,公司实验室于近日通过阿迪达斯(adidas)的实验室认证,并取得 阿迪达斯(adidas)实验室认证证书,有效期两年,自2026年1月21日起至2028年1月21日止。 ...
安利股份:实验室通过阿迪达斯认证
Xin Lang Cai Jing· 2026-01-22 09:47
Core Viewpoint - The company has obtained the Adidas laboratory certification, which is valid for two years, enhancing its collaboration with Adidas and improving its market competitiveness [1] Group 1: Certification Details - The company's laboratory recently passed the Adidas laboratory certification, receiving a certificate valid from January 21, 2026, to January 21, 2028 [1] - The company will become an approved supplier for Adidas in May 2024 and has actively pursued laboratory certification [1] Group 2: Impact on Business - Following the certification, the company can conduct independent testing and analysis for 22 testing items related to polyurethane synthetic leather and TPU materials supplied to Adidas [1] - The certification is expected to deepen the partnership with Adidas, expand sales, and enhance the company's brand influence and market competitiveness [1]
明新旭腾发预亏,预计2025年归母净亏损9000万元至1.3亿元
Zhi Tong Cai Jing· 2026-01-22 08:10
Group 1 - The company Mingxin Xuteng (605068.SH) has disclosed its annual performance forecast for 2025, expecting a net loss attributable to shareholders of the parent company between 90 million and 130 million yuan [1] - The net loss attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is anticipated to be between 115 million and 155 million yuan [1]
2025年1-11月皮革、毛皮、羽毛及其制品和制鞋业企业有8783个,同比下降1.38%
Chan Ye Xin Xi Wang· 2026-01-21 05:06
Group 1 - The core viewpoint of the article highlights the decline in the number of enterprises in the leather, fur, feather, and footwear industries in China, with a total of 8,783 enterprises reported for the period from January to November 2025, representing a decrease of 123 enterprises or a 1.38% year-on-year decline [1][1][1] Group 2 - The report indicates that the proportion of leather, fur, feather, and footwear enterprises within the total industrial enterprises stands at 1.67% [1][1][1] - The data referenced in the article is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, a leading industry consulting firm in China [1][1][1] - The article mentions that the threshold for large-scale industrial enterprises has been raised from an annual main business income of 5 million yuan to 20 million yuan since 2011 [1][1][1]
“十五五”促消费新布局 海宁皮城加速时尚产业转型
Quan Jing Wang· 2026-01-20 11:24
"十五五"规划建议就"建设强大国内市场"作出部署,提出"大力提振消费"等具体举措。近期召开的中央 经济工作会议也围绕建设强大国内市场、坚持扩大开放作出部署。立足下沉市场与产业变革的双重风 口,为海宁皮城(002344)(002344.SZ)等专业市场带来了政策新风。 公司深度绑定3000余家上下游企业,形成高粘性产业生态。在行业整体承压、线上分流加剧背景下,公 司通过"线下实体+数字平台"双轮驱动,强化电商供货基地与供应链平台运营,提升流通效率与客户留 存。同时,金融服务板块提供担保、融资租赁等精准融资支持,增强商户抗风险能力,巩固商户忠诚 度。区域连锁布局覆盖全国核心皮革产业带,品牌输出与产业联盟模式持续拓展市场边界,形成难以复 制的规模与网络效应。 在产业生态重塑方面,公司推进时尚小镇与设计基地建设,引入AI设计平台与版权交易机制,强化产 学研合作与知识产权保护,构建"设计—生产—交易—消费"全链条时尚产业生态。 目前,海宁皮城正积极推进传统市场向数字化转型,打造"皮城云批"和"皮城严选"等线上供应链平台, 完善电商渠道,应对线上交易分流风险。同时,通过"抖淘快微书"等多平台运营,扩大品牌影响力。未 来规 ...
【奋进的河北“十四五”答卷】辛集:加速构建现代化产业体系 发展质效稳步提升
Xin Lang Cai Jing· 2026-01-16 13:31
辛集市梅花皮业有限公司企管部经理 罗恒祎:这样从源头上解决了铬污染的问题,既符合我们当下对 绿色生态制造的要求,也通过了进入欧盟市场严苛的准入门槛,让我们在国际贸易当中站稳脚跟。 梅花皮业的转型源于辛集市皮革企业的一次抱团发展。五年前,包括梅花皮业在内的15家辛集皮革企业 发起成立河北省皮革产业技术创新战略联盟,依靠集体的力量,完成全球首个无铬鞣皮革团体标准,并 被列入国家团体标准应用示范。 河北辛集经济开发区制革中心常务副主任 谢鲲鹏:无铬鞣团体标准引导辛集皮革产业向生态化、绿色 化方向发展。目前我们园区有4家企业获评国家级、9家企业获评省级"绿色工厂"。 "十四五"时期,辛集市坚持传统产业转型升级、新兴产业培育壮大,着力发展智能装备制造、绿色化 工、皮革服装等重点产业,现代化产业体系加速构建,发展质效稳步提升。 记者 王丹:从一张原始的动物皮毛到一件精美的皮革制品,最关键的是哪一步?答案就是鞣制工艺, 我今天来到的辛集的这家制革企业,就是通过对鞣制技术的绿色创新,走出了一条传统产业转型升级的 新路径。 辛集市梅花皮业有限公司的鞣制车间里,一张张羊皮正经历从皮到革的质变。驱动这一质变的,不再是 传统的铬鞣剂 ...