（来源：河北日报） 转自：河北日报 优化营商环境，打造投资兴业热土 我省推出"双盲"评审改革等一系列"小切口"举措，撬动营商环境大提升。自今年3月1日实行省市县三级 专家和场地在全省范围内"盲抽""盲定"的新远程异地评标模式以来，全省新远程异地评标交易数达 21237个，交易额2866.18亿元。自2023年9月我省全面推行"双盲"评审改革以来，参与招投标活动经营 主体达25.8万家。 更加公平透明的市场环境，为各类所有制经营主体筑牢发展根基。 □本报记者 冯阳 解楚楚 百舸争流，奋楫者先。 1至11月，全省固定资产投资同比增长6.1%，增速高于全国平均水平，居全国第3位，投资吸引力和发 展后劲愈发强劲。 截至10月底，全省经营主体总量达到919.84万户，同比增长4.03%，市场活力与韧性进一步增强。 自2023年以来，省委、省政府连续三年将"新春第一会"主题聚焦优化营商环境，持续释放支持创新、创 业、创造的鲜明信号。今年以来，全省深入实施营商环境优化提升行动，推出一系列创新举措，激发了 经营主体活力，增强了投资者信心预期。 12月8日一大早，载有4000多件工装的货车从安徽省天长市帅旗服饰有限公司出发，前 ...

Group 1 - The core viewpoint of the report indicates that Nike's management has provided a guidance for a low single-digit decline in sales for the third fiscal quarter, which is seen as slightly negative for ODM suppliers like Shenzhou International [1] - Despite the cautious outlook from Nike, Shenzhou is expected to gain more market share in new product areas such as running, golf, and basketball jerseys this year [1] - Shenzhou's management has also given a conservative forecast, expecting mid-single-digit sales growth in the second half of 2025, which is lower than previous high single-digit predictions, reflecting the impact of Nike's latest outlook [1] Group 2 - Citi predicts that Nike's sales orders for Shenzhou will remain flat rather than decline in 2026, and with visibility on orders from the top four clients, Shenzhou's sales are expected to achieve high single-digit growth in 2026 [1] - The report suggests that if Shenzhou's stock price experiences a pullback due to Nike's cautious outlook, it may present a buying opportunity, maintaining a "buy" rating for Shenzhou with a target price of HKD 94 [1]

Group 1 - The core point of the article is that Shenzhou International (02313) experienced a decline of over 3% in its stock price, attributed to the poor financial performance of its major client, Nike, which reported a 32% year-on-year drop in net profit for Q2 of fiscal year 2026 [1][1][1] - Nike's net profit fell from $1.16 billion in the same period last year to $792 million, despite revenue and earnings exceeding market expectations [1][1][1] - Revenue in Greater China for Nike decreased by 17% to $1.7 billion, with EBITDA dropping significantly by 49% [1][1][1] Group 2 - Citigroup recently downgraded its earnings forecast for Shenzhou International for 2025 to 2027 by 2%, lowering the target price from HKD 95 to HKD 94 while maintaining a "buy" rating [1][1][1] - The decline in Shenzhou's stock price may reflect management's conservative outlook on sales, which could present a buying opportunity, as the expected dividend yield for fiscal year 2026 is 4.8% and the projected compound annual growth rate for earnings per share over the next three years is 12% [1][1][1]

申洲国际(02313)跌超3%，截至发稿，跌3.02%，报61.05港元，成交额1.23亿港元。 消息面上，申洲国际主要客户耐克于周四盘后发布2026财年第二季度业绩报告，股价重挫超10%。报告 显示，尽管营收与盈利均超出市场预期，但受利润率下滑及直销业务持续承压影响，其净利润同比出现 下滑。该公司期内净利润同比下降32%，由上年同期的11.6亿美元降至7.92亿美元。此外，其在大中华 区的营收同比下降17%至17亿美元，息税前利润更大幅缩水49%。 花旗近期研报指出，将申洲国际2025至27年盈利预测下调2%，目标价相应由95港元降至94港元，维 持"买入"评级，并认为股价下跌或反映管理层对销量展望较为保守，反而提供买入机会，因2026财年预 期股息率达4.8%，且未来3年每股盈利年均复合增长率达12%。 ...

Core Insights - The garment industry faces a paradox of a trillion-dollar market with low automation levels, where only 157 industrial robots were used in the garment sector in China compared to 11,700 in total across industries [5][11] - 80% of production time and costs in the garment industry are wasted on material handling, with 67% of labor used for pre-sewing preparation tasks like organizing and folding fabric [12] Group 1: Industry Challenges - The garment manufacturing industry struggles with the automation of flexible and deformable materials, which is a global challenge [5] - Traditional automation relies on rigid fixtures that cannot adapt to the rapid changes in garment styles, leading to high costs and poor versatility [5][12] - Many processes in garment production, such as cutting and sewing, still heavily depend on skilled labor, with automation only partially implemented [12][13] Group 2: Technological Innovations - The development of soft material robots aims to mimic skilled workers in handling flexible fabrics, with a focus on applications in the automotive seating market [5][24] - Key technologies being developed include adaptive grippers for separating and picking fabric layers, and AI-based visual detection systems for real-time monitoring and quality control [14][18] - The integration of AI and robotics in sewing processes aims to achieve precise control over sewing machine movements, allowing for complex stitching patterns [19][21] Group 3: Market Opportunities - The automotive seating industrial sewing equipment market is projected to reach $3.63 billion by 2028, presenting a significant opportunity for automation solutions [5][24] - The European market is particularly promising due to high labor costs, making automation essential for maintaining competitiveness in local manufacturing [24]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002569 证券简称：*ST步森 公告编号：2025-078 浙江步森服饰股份有限公司 第七届董事会第七次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 浙江步森服饰股份有限公司（以下简称"公司"）第七届董事会第七次会议于2025年12月15日以通讯方式 召开，会议通知于2025年12月15日以电话通知、微信通知等方式送达全体董事。本次会议应出席董事8 名，实际出席董事8名。本次会议的召集、召开符合《中华人民共和国公司法》等有关法律、行政法 规、部门规章、规范性文件和《公司章程》《公司董事会议事规则》的有关规定。 本次会议由公司董事长孙小明先生为主持人，经全体与会董事认真审议，以书面投票方式通过了以下议 案： 1、审议通过《关于对参股公司定向减资的议案》 公司拟对公司持股比例为35%的参股公司陕西步森服饰智造有限公司（以下简称"陕西步森"）单项定向 减资4,900万元，减资后公司在陕西步森的出资额由7,000万元降至2,100万元，持股比例相应下降至约 13.91%。 具体内容详见同日 ...

Core Viewpoint - The Henan Provincial Market Supervision Administration has launched the "Guarding Consumption" campaign to address prominent issues in the consumption sector, resulting in the investigation and punishment of various illegal cases related to consumer interests [2][3][4][5][6][7][8][9] Group 1: Food Safety Violations - Case 1: A meat product shop in Xuchang was found selling adulterated beef and lamb products, using duck meat and fats instead, violating local food safety regulations [2] - Case 2: A restaurant in Liyang was penalized for selling fake donkey meat in "donkey meat buns," purchased through WeChat, also violating food safety laws [3] - Case 3: A producer in Xinzheng operated without a business license and mislabelled food products, leading to administrative penalties [4] - Case 4: A noodle shop in Xiuwu failed to verify supplier licenses for food products, resulting in warnings and penalties [5] - Case 5: A restaurant in Kaifeng supplied spoiled food without proper qualifications, leading to administrative actions [6] Group 2: Product Quality and Trademark Violations - Case 6: A clothing factory in Yucheng produced substandard down jackets, violating product quality laws, and faced penalties [7] - Case 7: A tea company in Xinyang was found selling tea under the "Xinyang Maojian" trademark without authorization, violating trademark laws [8] - Case 8: A restaurant in Longting District was caught using deceptive pricing strategies to mislead consumers, violating consumer protection and pricing laws [9]

Investment Dynamics - American startup Rotostitch has completed an oversubscribed seed round financing, raising $1 million, led by Boost VC and Nova Threshold. The funds will accelerate product development, expand production capacity, and enhance market promotion [2] - Classic menswear brand Paul Stuart is set to sell its U.S. business to Boston private equity firm Middle West Partners, with Canadian high-end apparel manufacturer Peerless Clothing as a co-investor. The terms of the sale have not been disclosed [4] - Korean fashion retail platform MUSINSA has opened its first international flagship store in Shanghai, with plans to expand to over 100 stores in China within five years, aiming for a combined revenue of over 1 trillion KRW (approximately 4.8 billion RMB) by 2030 [9] - U.S. cosmetics brand Anastasia Beverly Hills is undergoing a debt restructuring, with TPG Capital reducing its stake to about 6%. The founder is exploring options, including injecting approximately $225 million into the company [11] - Japanese sportswear brand Onitsuka Tiger has launched its first perfume line, Wearing Quiet Radiance, featuring four products designed by renowned perfumer Mark Buxton [14] - German sports brand Puma announced the departure of global corporate communications executive Kerstin Neuber after 18 years, with Robert-Jan Bartunek temporarily taking over [17] - Danish women's fashion brand Ganni has appointed former Prada executive Marcelo Noschese as President for the Americas, along with other key appointments to enhance its global expansion [20] Brand Dynamics - LANCY by Langzi has launched a New Year series themed "Galloping Spring Breeze," collaborating with German illustrator Karlotta Freier for a unique artistic design [6] - The potential departure of Coty CEO Sue Nabi after over five years may lead to strategic evaluations and asset sales, impacting the company's future performance [24] - Pandora has announced that Berta de Pablos-Barbier will officially take over as CEO on January 1, 2026, completing a smooth leadership transition [28]

海南为什么要封关？封了关有什么意义？封了关就可以让海南发展起来么？国家的真实目的是什么么？ 12月18日，，海南自由贸易港全岛封关运作将正式启动。首先这个时间就绝不寻常。1978年12月18日十一届三中全会召开，拉开了中国改革开放的序幕。47 年之后，海南封关启动也选在这一天，这不仅是致敬，更是一种传承。这也在说明，海南封关绝对不是一岛之事，而是整个国家的战略。 这不仅是一次普通人财富逆袭的机会，更是在中美博弈大环境中中国的重拳反击。 我们先看政策，封关后将实施 "' 一线 ' 放开、' 二线 ' 管住、岛内自由" 的基本政策框架。这是什么意思呢？就是国际上的资金跟货物自由进出海南岛，完全 是实现零关税。二线管住则是海南跟内地之间也要接受关税申报，不过对于在海南加工并且附加值增加30%以上的商品免征进口关税。这里要划重点，等下 我们再来细说。最后就是岛内自由，这个好理解，那就是在海南岛资金跟货物是完全自由的，你的原材料要加工跟存放都是完全没有问题的。 看着是不是跟现在的香港很像。那你是不是觉得海南封关，就是在建一个更大的香港而已。那就是大错特错了。虽然目前海南这些政策，香港也都有。可是 香港更加侧重的是金融端 ...

Core Insights - Chengdu is launching the "Chengdu-made" industrial product promotion event to enhance local manufacturing visibility and market reach [1][2] - The event features a comprehensive action plan focusing on six key initiatives to support innovation and market integration [1] - Chengdu has established itself as a leader in scenario theory, hosting over 180 related events and investing significantly in innovation projects [2][3] Group 1 - The event "Chengdu-made" aims to promote local industrial products and enhance their global reach [1] - The action plan includes creating a dynamic seed bank of benchmark scenarios, integrating policy support across product development, scenario validation, and market promotion [1] - The initiative will leverage new media platforms to boost visibility and engagement for the "Chengdu-made" brand [1] Group 2 - Chengdu has invested 1.18 billion yuan in over 300 innovation application laboratories and benchmark scenarios, fostering a robust ecosystem for industry and scenario integration [2] - The city plans to deepen scenario innovation practices and expand its promotional efforts to amplify the impact of scenario empowerment [3]