格隆汇12月2日丨比音勒芬(002832.SZ)公布，为了更好地回报股东，在兼顾公司未来业务发展及生产经 营的资金需求的前提下，2025年前三季度公司的利润分配预案为：拟以公司现有总股本570,707,084股为 基数，向全体股东按每10股派发现金红利0.2元(含税)，共计派发现金红利11,414,141.68元，本次利润分 配不送红股，也不进行资本公积金转增股本。 ...

Group 1 - The Hong Kong dividend sector showed resilience with Jiangnan Buyi rising over 6% and China Gas increasing over 4%, while the Hang Seng High Dividend Low Volatility Index rose by 1.5% [1] - In contrast, the A-share dividend sector remained volatile, with the CSI Dividend Value Index down by 0.01% and both the CSI Dividend Index and CSI Low Volatility Dividend Index down by 0.1% [1] - There is a clear trend of capital allocation, as the Hang Seng Low Dividend ETF (159545) saw a net subscription of over 100 million units throughout the day [1] Group 2 - E Fund is currently the only fund company offering all its dividend ETFs at a low fee rate, with management fees for various products including the Hang Seng Low Dividend ETF (159545) set at 0.15% per year [1] - The E Fund Dividend ETF (515180) tracks the CSI Dividend Index, which consists of 100 stocks with high cash dividend yields and stable dividends, with the banking, coal, and transportation sectors accounting for nearly 55% of the index [3] - The E Fund Low Volatility Dividend ETF (563020) tracks the CSI Low Volatility Dividend Index, composed of 50 stocks with good liquidity and continuous dividends, with the banking, transportation, and construction sectors making up a significant portion of the index [3][7]

（原标题：中银国际：升波司登(03998)目标价至5.4港元 维持"买入"评级） 智通财经APP获悉，中银国际发布研报称，波司登(03998) 2026财年上半年收入和净利润分别同比增长 1%和5%，其主品牌波司登表现稳健，且优于整体服装行业。最近双十一的销售数据也显示，波司登的 羽绒服持续受到消费者青睐，市场认可度进一步提升。该行预计波司登将在2026财年下半年旺季实现业 绩环比改善。即使产品结构有所调整，但预计毛利率将基本保持稳定，维持"买入"评级，并将目标价上 调至5.4港元。同时认为波司登2026财年的预计股息收益率超过6%，具备较高吸引力。 ...

Group 1: Jiangxi Ganjian County - The traditional craft of Yangbu tofu skin is revitalized by young entrepreneur Chen Wei, who returned to his hometown in 2019 to preserve this heritage [2][5] - The local government initiated a "rural CEO" program in 2022 to address development challenges, leading to Chen Wei's successful recruitment [2] Group 2: Sichuan Jiuzhaigou - Jiuzhaigou, a UNESCO World Heritage site, is located in a small county with a population of only 67,000, emphasizing the importance of ecological resource protection for the tourism industry [4] - Following the 2017 earthquake, Jiuzhaigou successfully restored its ecosystem, which is crucial for the sustainability of its tourism sector [4] - The county has developed high-quality performance programs to enhance visitor experiences and promote cultural heritage [7] - Recent infrastructure improvements, including the completion of the Chengdu-Jiuzhaigou high-speed rail and highways, have significantly reduced travel time to the area [8] Group 3: Jiangsu Changshu - Changshu is transforming into an international fashion hub by leveraging technology and cultural heritage to enhance its garment industry [10] - The city has developed a complete industrial chain from textile to design, which contributes to its efficiency in the fashion sector [10]

中银国际发布研报称，波司登(03998)2026财年上半年收入和净利润分别同比增长1%和5%，其主品牌波 司登表现稳健，且优于整体服装行业。最近双十一的销售数据也显示，波司登的羽绒服持续受到消费者 青睐，市场认可度进一步提升。该行预计波司登将在2026财年下半年旺季实现业绩环比改善。即使产品 结构有所调整，但预计毛利率将基本保持稳定，维持"买入"评级，并将目标价上调至5.4港元。同时认 为波司登2026财年的预计股息收益率超过6%，具备较高吸引力。 ...

Core Viewpoint - Semir Apparel has launched IP collaboration products featuring Disney's Zootopia under its brands Semir, Balabala, and Semir Kids, available for purchase through platforms like Tmall. The sales scale of these IP collaboration products does not constitute a significant impact on the company's overall performance [1] Group 1 - The company has introduced IP collaboration products with Disney's Zootopia [1] - The brands involved in the collaboration include Semir, Balabala, and Semir Kids [1] - Products can be purchased through channels such as Tmall [1] Group 2 - The sales scale of the IP collaboration products is not expected to have a major influence on the company's overall performance [1]

该行预计波司登将在2026财年下半年旺季实现业绩环比改善，即使产品结构有所调整，但预计毛利率将 基本保持稳定；2026财年的预计股息收益率超过6%，具备较高吸引力。该行维持对其"买入"评级，并 将目标价上调至5.4港元。 中银国际发表报告指，波司登2026财年上半年收入和净利润分别按年增长1%和5%，主品牌波司登表现 稳健，且优于整体服装行业。最近双十一的销售数据也显示，波司登的羽绒服持续受到消费者青睐，市 场认可度进一步提升。 ...

Group 1 - The core viewpoint of the news is that Shanghai Kaikai Industrial Co., Ltd. has seen a significant increase in its stock price, rising by 7.82% to reach 16.40 CNY per share, with a trading volume of 335 million CNY and a turnover rate of 13.52%, resulting in a total market capitalization of 4.307 billion CNY [1] - The company, established on August 4, 1997, and listed on February 28, 2001, primarily engages in traditional Chinese medicine distribution, Chinese medicine services (including consultation), and clothing wholesale and retail [1] - The revenue composition of the company's main business includes wholesale at 74.48%, retail at 18.18%, health services at 4.42%, leasing at 1.77%, and other services at 1.14% [1] Group 2 - Among the top ten circulating shareholders of Kaikai Industrial, a fund under Huatai-PineBridge Fund ranks as a significant shareholder [2] - The China Securities Shanghai State-Owned Enterprises ETF (510810) reduced its holdings by 164,200 shares in the third quarter, now holding 787,500 shares, which accounts for 0.33% of the circulating shares [2] - The ETF has achieved a year-to-date return of 7.11%, ranking 3709 out of 4206 in its category, and a one-year return of 9.16%, ranking 3326 out of 4012 [2]

作为李宁户外首家独立店，门店在视觉上以简约、通透的设计为主。门店以浅色基调铺陈，空间运用砾岩、水泥与金属等材质，强化户外原生质感。该门店 中，李宁户外全矩阵产品都将在店铺内集合呈现，覆盖轻户外旅游、近郊公园露营及城市通勤三大场景，以机能户外、松弛休闲、潮流时尚与简约商务四大 风格，实现不同场景穿搭的自由切换。 李宁户外首家独立品类店的落地，标志着品牌在大众户外生活方式上的新起点。李宁方面表示，作为品牌未来拓展大众户外市场的核心范本，推动李宁户外 与更广泛的都市客群建立长期且深度的链接。继首店落地北京朝阳大悦城后，该品牌还将延伸至更广阔的市场，为大众开启更加丰富、多元、自由的户外生 活选择。 北京商报讯（记者 刘卓澜）12月2日，北京商报记者从李宁获悉，该品牌旗下专业户外品类李宁户外COUNTERFLOW溯首店于北京朝阳大悦城正式亮相。 据介绍，该门店以东方山水意境与城市时尚审美为主打造户外美学空间。李宁方面表示，首家COUNTERFLOW溯独立店落地北京朝阳大悦城，标志着品牌 在大众户外生活方式上的重要实践与布局。朝阳大悦城长期聚合年轻、活跃、注重品质体验的都市人群，与李宁户外专注的大众户外生活方式高度契合。 ...

消息面上，波司登近期发布2025/26财年中期业绩公告。财报显示，截至2025年9月30日，公司实现营收 约89.28亿元（人民币，下同），同比上涨1.4%；权益股东应占溢利同比增长5.2%至约11.89亿元，中期 业绩连续8年创同期历史新高。 东方证券指出，展望26下半财年，预计公司收入和盈利均有望提速。在之前结束的双十一活动中，在天 猫和抖音平台，公司波司登主品牌在服饰品类名列前茅，其副牌雪中飞也表现优异，为旺季提速打下了 良好基础。围绕双聚焦战略和羽绒主业的多品牌矩阵，该行预期公司未来3年将保持稳健可持续增长。 波司登(03998)涨超3%，截至发稿，涨3.19%，报5.17港元，成交额1.03亿港元。 来源：智通财经网 ...