际华集团公告，公司拟将完善各专业研究院功能建设项目、际华集团终端市场网络建设项目、际华服装 智能化生产线改造项目、际华鞋靴智能化生产线改造项目的预计完成时间调整为2027年12月。该决定已 获董事会和监事会审议通过。 ...

每经AI快讯，联发股份（SZ 002394，收盘价：12.92元）12月9日晚间发布公告称，截至本公告日，联 发集团累计质押股数为1000万股，占其所持股份比例为7.64%。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 王瀚黎） 2025年1至6月份，联发股份的营业收入构成为：纺织服装占比84.19%，其他业务占比13.1%，热电占比 2.71%。 截至发稿，联发股份市值为42亿元。 ...

Group 1: Company Overview - The company has over 40 years of experience in foreign trade, with "Jiaxin Silk" being a well-known brand in the international women's clothing market, focusing on mid-to-high-end silk products [2][3] - The company operates three major supply chain bases in Jiaxing, mainland China, and overseas, with a production capacity of approximately 1,700,000 garments [2][3] Group 2: Domestic Brand Performance - The domestic brand "Jin San Ta," established in 1926, aims to be an affordable "national silk" brand, offering products such as silk underwear, homewear, and cultural gifts [4] - In 2025, "Jin San Ta" experienced sales and profit growth, driven by the rise of "national style" trends and new sales channels [4] Group 3: "Jin Can Wang" Platform - "Jin Can Wang" is a key platform in the silk industry, providing services such as online trading, financial services, and logistics, enhancing the efficiency of the silk supply chain [5] - The platform has a strong position in the industry, offering predictive insights on raw silk prices and transaction volumes, and has established a comprehensive supply chain service [5][6] Group 4: Supply Chain Financing - "Jin Can Wang" addresses financing challenges for small and medium-sized enterprises in the silk industry by leveraging its industry position and establishing stable partnerships [6] - The platform mitigates financing risks through collateral management of silk raw materials, facilitating connections between enterprises and financial institutions [6] Group 5: Hardware Business - The company's hardware business has evolved from apparel hardware to high-end automotive parts and smart home components, maintaining stable profitability [7] - The subsidiary Tianxin Hardware is a key supplier for IKEA, with increasing collaboration and product development [7] Group 6: Asset Overview - The company has substantial assets, including a headquarters with over 70,000 square meters, primarily for rental purposes, and an industrial park covering over 500 acres [8] - The company owns over 20 silkworm stations/warehouses in Jiaxing, with low book costs, which are expected to generate additional income as urbanization progresses [8] Group 7: Dividend Policy - The company has distributed a total of 1.452 billion yuan in dividends since its listing, exceeding the total amount of raised funds, and plans to continue a high dividend policy to reward shareholders [9]

Group 1: Company Analysis - Juguang Technology - The company has turned a profit in Q3 2025, with a revenue of 613 million yuan, representing a year-on-year increase of 33.88% [4] - The net profit attributable to shareholders for the first three quarters is 2.25 million yuan, marking a turnaround from losses [4] - The company has raised its profit forecast for 2025-2027, with expected net profits of 0.02, 0.30, and 1.81 million yuan respectively, and an EPS of 0.02, 0.33, and 2.02 yuan [3][4] - The target price has been adjusted to 208 yuan, up from 91.2 yuan, maintaining a "Buy" rating [3] Group 2: Company Analysis - Aerospace Electronics - Aerospace Electronics is positioned as a leading supplier in the aerospace industry, benefiting from the rising demand for unmanned systems and aerospace projects [6][10] - The projected net profits for 2025-2027 are 570 million, 798 million, and 846 million yuan, with EPS of 0.17, 0.24, and 0.26 yuan respectively [6] - The target price is set at 19.77 yuan, with a "Buy" rating [6] Group 3: Industry Analysis - Construction Engineering - The State Council is focusing on energy conservation and carbon reduction, suggesting opportunities in new power system construction [11] - The emphasis is on integrating urban renewal with safety and real estate stability, indicating a shift towards sustainable urbanization [12] Group 4: Industry Analysis - Textile and Apparel - U.S. retail sales during Black Friday increased by 4.1%, indicating resilience in consumer spending [17] - INDITEX reported a revenue of 9.81 billion euros for Q3 2025, a year-on-year increase of 4.9%, with a net profit of 1.83 billion euros, up 8.9% [18]

Group 1 - The core event was the signing of 8 industrial projects at the Shaanxi Textile and Apparel Industry Chain Promotion and Investment Signing Conference held in Xi'an on December 8 [1] - Key enterprises such as Shaanxi Yuanfeng New Materials Technology Co., Ltd. and Shaanxi Xianyang Dukepu Clothing Co., Ltd. presented their development plans and cooperation needs during the conference [1] - The signed projects include a 380,000 spindle core-spun yarn production project and a 300,000 piece workwear production line project, among others [1] Group 2 - The signing of these projects is expected to drive high-quality development of the Shaanxi textile and apparel industry chain [2] - The provincial industry and information technology department plans to strengthen the construction of key projects in the textile and apparel industry, focusing on new fiber materials, functional fabrics, and domestic fashion [2] - There will be an emphasis on enhancing cooperation with countries involved in the Belt and Road Initiative, including organizing overseas investment training to shift enterprises from exporting industrial products to exporting industrial capabilities [2]

Core Insights - The Agricultural Bank of China Shantou Branch is leveraging financial innovation to address financing challenges in the manufacturing sector, aligning with the "Made in China" strategy and Guangdong's manufacturing initiatives [1][2] Group 1: Financial Innovation and Support - The Shantou Branch has successfully established a 280 million yuan medium to long-term syndicate loan for Guangdong Jianda Fiber Technology Co., Ltd., addressing the mismatch between traditional short-term loans and the long investment cycles of major technology upgrades [1] - The loan scheme includes a differentiated repayment arrangement that aligns with the company's investment return cycle and incorporates core process patents into the credit assessment, providing robust support for technological advancements and capacity expansion [1] Group 2: Product Development and Growth Metrics - The Shantou Branch is enhancing its financial product offerings, including "Sci-Tech Loans" and "Technology Innovation Patent Loans," to alleviate financing pressures for technology-driven SMEs lacking sufficient collateral [2] - As of November 2025, the cumulative medium to long-term loans to manufacturing companies reached 1.59 billion yuan, with a net increase of 1.24 billion yuan, reflecting a year-on-year growth rate of 53.6%, primarily directed towards local pillar industries such as textiles and toys [2] - The inclusive loan balance reached 7.76 billion yuan, with an increase of 2.16 billion yuan, including a corporate inclusive loan balance of 2.85 billion yuan, which saw an increase of 760 million yuan [2] Group 3: Future Outlook - The Shantou Branch aims to continue optimizing its financial supply structure to support the industrial transformation and upgrading in Shantou and the broader Guangdong East region, contributing to high-quality regional economic development [2]

经营范围含服装制造；服装服饰批发；服装服饰零售；日用杂品制造；宠物食品及用品零售；货物进出 口；技术进出口。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动） 企业名称南纬服装（云南）有限公司法定代表人姚万贵注册资本1000万人民币国标行业制造业>纺织服 装、服饰业>服饰制造地址中国（云南）自由贸易试验区红河片区河口县坝洒跨境经济合作区标准房纺 织类1号厂房企业类型有限责任公司营业期限2025-12-8至无固定期限登记机关河口瑶族自治县市场监督 管理局 来源：市场资讯 天眼查显示，近日，南纬服装（云南）有限公司成立，法定代表人为姚万贵，注册资本1000万人民币， 由江苏南纬服装有限公司全资持股。 序号股东名称持股比例1江苏南纬服装有限公司100% ...

纺织服装产业因上下游环节多、涉及面广、时间跨度长且中小企业占比高，属于典型的非标行业，其转 型升级之路一度面临诸多现实挑战。SHEIN通过"小单快反"的柔性供应链模式创新，实现"以销定产"， 革新了传统服装生产的底层逻辑。这不仅带动一大批传统工厂破解了行业高库存顽疾，更成为推动产业 数智化转型升级的关键引擎。 眼下，数字化正成为产业转型升级的重要抓手。作为时尚和生活方式零售商的"链主"企业，SHEIN赋能 纺织产业链上下游供应商持续进行"链式改造"，使产业链从开发、生产、仓储、物流等产业链各环节实 现数字化升级，成为纺织行业数智化转型的标杆。 深入技术创新促产业链提质 柔性按需创新驱动"SHEIN链"数智转型 除持续优化迭代线上数字化工具外，SHEIN还针对供应商实际生产中的需求与难点，持续研发推广行业 先进的技术工具、设备及工艺。2023年，SHEIN成立首个服装制造创新研究中心，近两年在该领域技术 创新投入近2亿元。依托该中心，目前已累计开发170多项创新工具，向供应商交付近6000件，这些精益 工具平均提升相关工序效率达80%。 同时，在SHEIN对供应商的全面赋能带动下，更多助力数字化、智能化、绿色化 ...

"SHEIN的数字化管理让全流程透明化，无论是销售、生产，还是产品质量情况，都可以在后台看得很 清楚，还能分析趋势指标，查看消费者评价，以便下一步更好地改进。SHEIN还有专门的部门在做工具 设备的研发，这些都成为我们持续挑战复杂款式的得力助手。"陈迪（化名）在四年前成为SHEIN的供 应商后，在其新模式、新工具的赋能支持下，实现了数字化升级和对较复杂工艺以及差异化款式的"攻 坚"，业务很快迎来爆发式增长。 深入技术创新促产业链提质 本报讯 （记者袁传玺）"希音（SHEIN）打造的'SHEIN链'串联起品牌与供应商，在链主企业的带动 下，产业链从开发、生产、仓储、物流等产业链各环节实现数字化升级。"日前，新华社在市场最前沿 的报道中，关注了纺织行业的数智化转型。SHEIN作为时尚和生活方式零售商的"链主"企业，对全产业 链上下游供应商的"链式改造"赋能，已成为行业数智化转型的标杆。 柔性按需创新驱动"SHEIN链"数智转型 纺织服装产业因上下游环节多、涉及面广、时间跨度长且中小企业占比高，属于典型的非标行业，其转 型升级之路曾一度面临诸多现实挑战。SHEIN则通过"小单快反"的柔性供应链模式创新，实现"以销定 ...

资金流向方面，今日该股主力资金净流出802.24万元，其中，特大单净流出1006.41万元，大单资金净流 入204.16万元。近5日主力资金净流出402.20万元。（数据宝） 棒杰股份12月8日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 机构专用 | 2086.73 | 1039.59 | | 买二 | 中信建投证券股份有限公司襄阳长虹路证券营业部 | 1739.36 | 0.00 | | 买三 | 机构专用 | 899.55 | 449.26 | | 买四 | 机构专用 | 881.52 | 393.40 | | 买五 | 机构专用 | 520.75 | 61.50 | | 卖一 | 中国中金财富证券有限公司乌鲁木齐红光山路证券营业 | 21.60 | 1333.59 | | | 部 | | | | 卖二 | 机构专用 | 168.65 | 1247.25 | | 卖三 | 湘财证券股份有限公司广州恒福路证券营业部 | 0.00 | 1090.68 | | 卖四 | ...