12月23日，水星家纺盘中下跌2.04%，截至09:53，报19.69元/股，成交1023.67万元，换手率0.20%，总 市值51.69亿元。 截至9月30日，水星家纺股东户数8501.00，较上期增加11.99%；人均流通股30561股，较上期减少 10.10%。2025年1月-9月，水星家纺实现营业收入29.76亿元，同比增长10.91%；归母净利润2.32亿元， 同比增长10.74%。 分红方面，水星家纺A股上市后累计派现14.22亿元。近三年，累计派现6.54亿元。 机构持仓方面，截止2025年9月30日，水星家纺十大流通股东中，中欧养老混合A（001955）位居第四 大流通股东，持股926.32万股，相比上期增加64.99万股。 责任编辑：小浪快报 水星家纺今年以来股价涨28.58%，近5个交易日跌1.65%，近20日跌7.21%，近60日涨17.13%。 资料显示，上海水星家用纺织品股份有限公司位于上海市奉贤区沪杭公路1487号，成立日期2000年12月 7日，上市日期2017年11月20日，公司主营业务涉及中高档家用纺织品的研发、设计、生产和销售。主 营业务收入构成为：销售商品99.89%，其 ...

Core Viewpoint - Huangtang Town is leveraging its geographical advantages and focusing on industrial transformation, tourism development, and community spirit to achieve high-quality economic growth [1][3][8] Industrial Transformation - Huangtang Town is focusing on precision machinery and electronics, implementing smart transformation for 40 enterprises, resulting in three companies becoming provincial-level smart factories [3] - The town has nurtured 21 national high-tech enterprises and 35 technology-based SMEs, supported by a robust service environment that facilitates project execution and rapid responses to business needs [3][5] Investment and Infrastructure - The town has signed seven new industrial projects with a total investment of 2.208 billion yuan, emphasizing a "project-first" approach to enhance the park's capacity [4] - Investments include 18 million yuan for park infrastructure improvements and plans for a 30 million yuan substation to address land and labor challenges for enterprises [4][5] Tourism Development - Huangtang Town has developed diverse tourism offerings, attracting over 2,000 visitors daily during peak seasons, with activities ranging from agricultural experiences to cultural heritage [7] - The town is integrating ecological, industrial, and cultural tourism, enhancing its appeal through events and creative products [7] Community Spirit - The "Eight Sisters" militia team has been a local spiritual landmark, contributing significantly to community welfare and establishing a service alliance that benefits over 20,000 people annually [8] - The town is committed to promoting community values and governance through volunteerism and public service initiatives [8]

从事家纺行业近30年的胡明亮介绍，2025年原材料价格出现明显分化。羽绒成本同比上涨约20%，而长 绒棉的价格则同比下降了15%左右。为此，企业迅速调整经营策略，不仅稳住了市场，线上渠道的销量 还获得了显著增长。 在家访上游生产车间，工人们正在加紧裁剪、缝制。负责人介绍，现在生产线上主要忙的是国内的订 单，正处在最紧张忙碌的赶工阶段。目前，国外的冬季货品已经基本备齐，正在发往港口。 江苏省南通市国际家纺产业园区提供的数据显示，2024年，叠石桥和志浩两大家纺市场交易额超2400亿 元，家纺产量超12亿件，平均每分钟生产1350套套件、670条被子和340只枕头。 随着气温走低，上海冬季的"暖消费"悄然升温，羽绒被销量有所增加。同时，临近春节，带有中式提 花、刺绣等传统工艺的家纺产品，销售也迎来了一波高峰。 在江苏南通叠石桥国际家纺城内，磨毛、绒类等面料的暖冬产品占据显要位置。 （来源：财闻） 2025年原材料价格出现明显分化。羽绒成本同比上涨约20%，而长绒棉的价格则同比下降了15%左右。 ...

Investment Rating - The report indicates a recovery phase for Nike, with a stable revenue growth of 1% year-on-year in FY26Q2, despite challenges in certain markets [1][11]. Core Insights - Nike is currently in a mid-recovery phase, focusing on strategic adjustments and product innovation. The performance in key markets will depend on the rollout of core sports products and the strategic reset in major markets [1][17]. - The North American market shows strong performance with a 9% year-on-year revenue increase, while the Greater China region faces a 16% decline as it undergoes a strategic reset [1][13]. - The report highlights a mixed performance in the beauty and personal care sector, with online skincare sales growing by 4.8% year-on-year, while makeup sales increased by 10% [2][18]. Summary by Sections Nike Performance - FY26Q2 revenue reached $124.27 billion, with a 1% year-on-year growth. Wholesale channels grew by 8%, while NIKEDirect saw a decline of 9% [1][11]. - The North American market's revenue increased by 9%, driven by strong demand in running, children's apparel, and basketball categories [1][13]. - The Greater China market's revenue decreased by 16%, impacted by reduced foot traffic and inventory issues [1][13]. Beauty and Personal Care Sector - Online skincare sales in November grew by 4.8%, with Tmall and Douyin showing contrasting performance [2][18]. - Makeup sales increased by 10%, with Tmall and Douyin also reflecting varied growth rates [2][18]. - Brands are shifting focus to Tmall as ROI on Douyin advertising declines [2][18]. Retail Trends - November clothing retail sales grew by 3.5% year-on-year, but the growth rate has slowed compared to October [3][25]. - Jewelry retail sales saw a decline of 8.5% year-on-year, while gold prices supported demand [3][25]. - The cosmetics sector experienced a 6.1% year-on-year growth, but the growth rate has decreased compared to previous months [3][32]. Investment Recommendations - For apparel brands, Hai Lan's Home is recommended for its strong profitability and expansion potential, while Li Ning is seen as having a potential turning point [4]. - In the beauty sector, companies like Juzi Biotechnology and Jinbo Biological are highlighted for their resilience and product launches [4]. - The jewelry sector remains attractive due to rising gold prices, with recommendations for brands like Laoputang [4].

智通财经APP讯，水星家纺(603365.SH)发布公告，公司实际控制人的一致行动人、董事李丽君计划减 持公司股份不超过152万股，即不超过公司总股本的0.5791%，不超过其持有公司股份总数的25%;实际 控制人的一致行动人李裕奖计划减持公司股份不超过300万股，即不超过公司总股本的1.1429%。 ...

这几天气温走低，上海南京东路商圈多家家纺门店的羽绒被销售开始升温。余女士选购了一款鹅绒被，她觉得羽绒又暖又轻，能用很久，品质 好价格高点也能接受。 央视网消息：随着气温走低，上海冬季的"暖消费"悄然升温，羽绒被销量有所增加。同时，临近春节，带有中式提花、刺绣等传统工艺的家纺 产品，销售也迎来了一波高峰。 除了冬被，床品套件在年底也迎来了热销。其中，长绒棉做的全棉产品特别受欢迎。不少年轻顾客在挑选时，最看重的还是款式，以及能不能 帮家里布置出想要的温馨氛围。 随着新一轮寒潮南下，家纺产品的供应情况如何，面对原材料市场"羽绒涨、长绒棉降"的价格分化，家纺企业又如何应对？ 在江苏南通叠石桥国际家纺城内，磨毛、绒类等面料的暖冬产品占据显要位置。来自连云港的采购商武女士正在选购棉被，为即将开业的线下 门店做准备。 从事家纺行业近30年的胡明亮介绍，2025年原材料价格出现明显分化。羽绒成本同比上涨约20%，而长绒棉的价格则同比下降了15%左右。为 此，企业迅速调整经营策略，不仅稳住了市场，线上渠道的销量还获得了显著增长。 临近春节，带有中式元素和专为婚庆设计的床品套件，销量增长明显。其中，运用了提花、刺绣等传统工艺的产 ...

Core Viewpoint - The article emphasizes the strategic shift of Mercury Home Textiles from focusing on diverse bedding products to standardizing core items like pillows and comforters, aiming to enhance inventory turnover and meet consumer needs for better sleep quality [1][4][5]. Group 1: Company Background - Mercury Home Textiles, established in 1987, has evolved into a modern enterprise integrating R&D, design, production, and sales, with a goal of serving 30 million households and achieving annual sales of 10 billion yuan [1]. - The company was recognized as a high-tech enterprise in Shanghai in 2009 and successfully went public on the Shanghai Stock Exchange in 2017 [1]. Group 2: Inventory Management - Inventory turnover is identified as a critical performance indicator in the home textile industry, with a focus on efficiency as a competitive advantage [2][4]. - The challenge of maintaining a large SKU (Stock Keeping Unit) count leads to lower inventory turnover rates, creating a difficult cycle for companies [4]. Group 3: Strategic Shift - The company is shifting its focus from complex bedding sets to standardized products, which allows for better inventory control and higher turnover rates [4][5]. - A challenging target has been set for the team: to double sales while keeping inventory levels unchanged, thereby minimizing capital tied up in stock [5]. Group 4: Management Philosophy - The balance between change and stability is highlighted as a key management philosophy, with a consistent mission to ensure families sleep well, a commitment to product quality, and a long-term vision of building a century-old brand [7]. - The company has shown adaptability by entering e-commerce early and investing in product innovation and technology, such as AI design models [7]. Group 5: Brand Storytelling - The company acknowledges a long-term challenge in effectively communicating its brand story, which limits consumer perception to merely "good quality" rather than creating a compelling reason to purchase [8][12]. - There is an ongoing effort to enhance brand narrative and emotional connection with consumers, recognizing that product quality alone is insufficient for brand loyalty [12]. Group 6: Competitive Strategy - The company’s focus on core competencies and refusal to diversify into unrelated sectors has strengthened its resilience through various economic cycles [13]. - The strategy of concentrating on the main business is seen as essential for long-term survival and growth, aligning with the goal of establishing a lasting brand [13].

证券日报网讯12月17日，真爱美家（003041）在互动平台回答投资者提问时表示，公司会持续优化投资 者沟通渠道，包括但不限于定期的投资者会议、电话会议和网络直播等，通过有效的沟通策略，增强投 资者对公司的信任和满意度，提升公司的市场形象。 ...

格隆汇12月17日丨真爱美家(003041.SZ)在互动平台表示，公司目前没有跨境电商业务。 ...

△源自南美安第斯山区的的喀喀湖的秘鲁"温暖驼"品牌如今已在中国30多家商场设有合作店铺，图为按照中国消费者需求设计定制的羊驼玩偶。 源自南美安第斯山区的的喀喀湖的秘鲁"温暖驼"品牌如今已在中国30多家商场设有合作店铺，产品扩展到20多个大类、300多种细分商品。"中国消费者的 喜爱，中国庞大的市场需求，中国实施的市场准入、关税减免等一系列优惠政策，让我们完成了从手工作坊到标准化生产、从地摊工艺品到跨国品牌的巨 大变化，这真是个奇迹！"品牌合伙人伊莎贝尔·赛阿向《中国报道》记者感慨道，"5年来，我们实现了设计创新、质量管控与产能提升的多重突破，更通 过中国国际进口博览会（以下简称'进博会'）平台走向全球舞台。" 来源：中国报道 编者按 "十四五"时期，我国在全面建成小康社会的壮阔图景上乘势挥毫，开启全面建设社会主义现代化国家新征程，向着第二个百年奋斗目标昂扬迈进。 这是创新闪耀的五年，这是温暖流淌的五年，这是开放交融的五年。五年栉风沐雨，五年砥砺奋进。《中国报道》编辑部聚焦"十四五"关键领域，以具体 的人物命运、真切的实践案例、立体的观察视角，忠实记录这段踔厉奋发的征程，生动诠释中国式现代化的深厚实践，更为奔赴 ...