登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ■ 一、回购股份的基本情况 际华集团股份有限公司（以下简称"公司"）于2024年12月6日召开的第六届董事会第七次会议、2024年 12月23日召开的2024年第二次临时股东大会，审议通过了关于《以集中竞价交易方式回购公司股份的预 案》的议案，拟以自有资金及自筹资金通过集中竞价交易方式回购公司部分A股股份，回购的股份将用 于注销并减少公司注册资本。本次拟回购资金总额不低于人民币1亿元（含），不超过人民币2亿元 （含）。具体内容详见披露在上海证券交易所网站(www.sse.com.cn)上的《际华集团关于以集中竞价交 易方式回购股份的回购报告书》(公告编号:临2025-011)。 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 规定，在回购股份期间，上市公司应当每个月的前3个交易日内，公告截至上月末的回购进展情况。现 将公司股份回购的进展情况公告如下 ...

证券之星消息，8月4日服装家纺板块较上一交易日上涨1.06%，万里马领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。服装家纺板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603839 | 安正时尚 | 8.35 | -10.02% | 41.59万 | 3.49 Z | | 603958 | 哈森股份 | 16.71 | -1.71% | 3.68万 | 6152.71万 | | 838262 | 太湖雪 | 27.33 | -1.51% | 2.21万 | 6072.66万 | | 002485 | ST雪发 | 3.90 | -1.02% | 6.35万 | 2484.06万 | | 002397 | 梦洁股份 | 3.58 | -0.83% | 15.17万 | 5383.32万 | | 001234 | 泰克士 | 22.41 | -0.40% | 4.69万 | 1.05亿 | | 002154 | 报 ...

Investment Rating - The report maintains a "Buy" recommendation for Nobon Co., Ltd. in the non-woven cleaning products sector, highlighting its high growth potential [1]. Core Views - The textile and apparel sector has shown weaker performance compared to the market, with the SW textile and apparel index declining by 2.1% from July 28 to August 1, underperforming the SW All A index by 1.1 percentage points [4]. - The report emphasizes that domestic demand recovery is a crucial factor for investment in 2025, with quality domestic brands expected to reverse their current challenges [9][11]. Industry Data Summary - Retail sales for clothing, shoes, and textiles in China reached 742.6 billion yuan in the first half of 2025, reflecting a year-on-year growth of 3.1% [25]. - In terms of exports, China exported textiles and apparel worth 143.98 billion USD in the first half of 2025, a slight increase of 0.8% year-on-year, with textile yarns and fabrics contributing 70.52 billion USD, up 1.8%, while apparel exports decreased by 0.2% to 73.46 billion USD [30]. - Cotton prices have seen a decline, with the national cotton price B index reported at 15,221 yuan per ton, down 1.5% as of August 1, 2025 [36]. Company-Specific Insights - Nobon Co., Ltd. is positioned well in the non-woven cleaning products market, benefiting from partnerships with major clients like Sam's Club and Yonghui, which are expected to drive performance beyond expectations [9]. - Adidas reported a 2.2% year-on-year revenue increase to 5.95 billion euros in Q2 2025, with a notable 12% growth in the Adidas brand revenue when excluding currency effects and the Yeezy series [11]. - The report suggests that the textile manufacturing sector may see a recovery in expectations due to the ongoing U.S.-China trade negotiations and the potential for tariff adjustments [10].

Summary of Key Points Core Viewpoint - On August 1, a significant block trade of Tai Ping Bird occurred, indicating potential investor interest despite recent stock price declines [2][3]. Trading Activity - A total of 1.2137 million shares were traded in the block transaction, amounting to 18.0599 million yuan, with a transaction price of 14.88 yuan, representing a premium of 3.62% over the closing price of the day [2][3]. - The closing price of Tai Ping Bird on the same day was 14.36 yuan, reflecting a decrease of 0.28% [2][3]. - The stock's turnover rate for the day was 0.37%, with a total trading volume of 25.0279 million yuan [2]. Recent Performance - Over the past five days, the stock has experienced a cumulative decline of 4.46%, with a net capital inflow of 191,600 yuan [2]. - The latest margin financing balance for Tai Ping Bird is 72.8287 million yuan, which has increased by 2.1204 million yuan, marking a growth of 3.00% over the last five days [3].

南山智尚8月1日披露，截至7月31日公司股东户数为27770户，较上期（7月20日）减少1571户，环比降 幅为5.35%。 证券时报·数据宝统计，截至发稿，南山智尚收盘价为18.76元，下跌1.83%，本期筹码集中以来股价累 计下跌7.68%。具体到各交易日，3次上涨，7次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入3.62亿元，同比增长0.72%，实现净利润 3730.22万元，同比增长0.86%，基本每股收益为0.1000元，加权平均净资产收益率1.64%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

Market Overview - The apparel and home textile sector increased by 0.44% on August 1, with ST Xuefa leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Performers - ST Xuefa (002485) closed at 3.94, up 4.51% with a trading volume of 56,200 shares and a transaction value of 21.86 million yuan [1] - Hason Co., Ltd. (603958) closed at 17.00, up 4.23% with a trading volume of 71,200 shares and a transaction value of 120 million yuan [1] - Jihua Group (601718) closed at 4.22, up 4.20% with a trading volume of 4.5 million shares and a transaction value of 1.93 billion yuan [1] Underperformers - Wanlima (300591) closed at 11.21, down 6.11% with a trading volume of 883,800 shares and a transaction value of 2.87 million yuan [2] - Gantai Materials (605138) closed at 7.30, down 4.82% with a trading volume of 249,500 shares and a transaction value of 180 million yuan [2] - Taihu Snow (838262) closed at 27.75, down 3.98% with a trading volume of 29,500 shares and a transaction value of 83.48 million yuan [2] Capital Flow - The apparel and home textile sector experienced a net outflow of 25.87 million yuan from institutional investors and 98.75 million yuan from retail investors, while individual investors saw a net inflow of 125 million yuan [2] - Key stocks such as Jihua Group and Hason Co., Ltd. had varying levels of net inflow and outflow from different investor categories [3]

Group 1: Qingdao Bank - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half of 2025, representing a year-on-year increase of 16.05% [1] - The bank achieved an operating income of 7.662 billion yuan, up 7.50% year-on-year [1] - Established in November 1996, Qingdao Bank primarily provides deposit, loan, and payment services [1] Group 2: Fuanna - Fuanna plans to repurchase shares worth between 55.85 million yuan and 104 million yuan, with a maximum repurchase price of 11 yuan per share [1] - The repurchased shares will be used for employee stock ownership plans or equity incentive plans [1] - Founded in August 1994, Fuanna specializes in the research, design, production, and sales of textile home products [1] Group 3: Zhengdan Co., Ltd. - Zhengdan Co., Ltd. reported a net profit of 630 million yuan for the first half of 2025, a significant year-on-year increase of 120.35% [1] - The company achieved an operating income of 1.429 billion yuan, up 3.37% year-on-year [1] - The company plans to distribute a cash dividend of 3 yuan per 10 shares [1] Group 4: Huilv Ecology - Huilv Ecology's subsidiary plans to increase its investment in a light module production base from 200 million yuan to 800 million yuan [3] - The project will be constructed in phases in the Ezhou Airport Economic Zone, focusing on production facilities and high-end optical communication equipment [3] - Established in January 1990, Huilv Ecology provides a full range of services in landscape engineering and design [3] Group 5: Shandong Highway - Shandong Highway plans to participate in a capital increase project for Weihai Bank, with a total fundraising of up to 3 billion yuan [5] - The company intends to subscribe to no more than 106 million shares at a price of 3.29 yuan per share [5] - Founded in November 1999, Shandong Highway focuses on investment and operation of transportation infrastructure [5] Group 6: Aoshikang - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [6] - The bonds will have a maturity of six years [6] - Established in May 2008, Aoshikang specializes in the research, production, and sales of high-density printed circuit boards [6] Group 7: Darui Electronics - Darui Electronics intends to acquire 80% of Weisi Technology for a total of 1.34 billion yuan [7] - The acquisition includes a capital increase of 30 million yuan for Weisi Technology [7] - Founded in September 2003, Darui Electronics focuses on the development and production of consumer electronic components [7] Group 8: Wanhu Chemical - Wanhu Chemical's shareholder plans to reduce their stake by up to 0.54%, equating to a maximum of 17 million shares [8] - The reduction is due to the shareholder's personal financial needs [8] - Established in December 1998, Wanhu Chemical specializes in polyurethane and fine chemicals [8] Group 9: Changhua Chemical - Changhua Chemical plans to raise up to 230 million yuan through a private placement for a carbon dioxide polyether project [10] - The total investment for the project is 743 million yuan [10] - Founded in October 2010, Changhua Chemical focuses on the research, production, and sales of polyether products [10] Group 10: New Aluminum Era - New Aluminum Era plans to invest at least 500 million yuan in a project to produce 800,000 lightweight high-strength automotive components [11] - The company will also invest in an aluminum alloy recycling project in Chongqing [11] - Established in December 2015, New Aluminum Era specializes in the development and production of aluminum components for electric vehicle battery systems [11] Group 11: Oriental Yuhong - Oriental Yuhong reported a net profit of 564 million yuan for the first half of 2025, a year-on-year decrease of 40.16% [12] - The company achieved an operating income of 13.569 billion yuan, down 10.84% year-on-year [12] - The company plans to distribute a cash dividend of 9.25 yuan per 10 shares [12] Group 12: Yisheng Co., Ltd. - Yisheng Co., Ltd. reported a net profit of 6.1551 million yuan for the first half of 2025, a significant year-on-year decrease of 96.64% [13] - The company achieved an operating income of 1.321 billion yuan, down 3.98% year-on-year [13] - The company plans to distribute a cash dividend of 1.5 yuan per 10 shares [13] Group 13: Guangzhou Port - Guangzhou Port expects to complete a cargo throughput of 50.233 million tons in July, a year-on-year increase of 3.1% [14] - The port anticipates a container throughput of 2.272 million TEUs in July, up 1.2% year-on-year [14] - Established in December 2010, Guangzhou Port provides comprehensive services including cargo handling and logistics [14] Group 14: Tibet Tourism - Tibet Tourism announced it may apply for a trading suspension if significant stock trading anomalies continue [16] - The company's stock has seen a cumulative increase of 135.98% over nine consecutive trading days [16] - Founded in June 1996, Tibet Tourism focuses on tourism services and related businesses [16] Group 15: Jiayao Co., Ltd. - Jiayao Co., Ltd. announced a plan to reduce its stake by up to 4.95%, equating to a maximum of 5.5715 million shares [18] - The reduction is due to the shareholders' management needs [18] - Established in August 1999, Jiayao Co., Ltd. specializes in the research, production, and sales of wet wipes [18] Group 16: Heyuan Gas - Heyuan Gas plans to reduce its stake by up to 2%, equating to a maximum of 2.1124 million shares [19] - The reduction will occur through both centralized bidding and block trading [19] - Founded in November 2003, Heyuan Gas focuses on the research, production, and sales of various gas products [19] Group 17: Dalian Friendship - Dalian Friendship announced that its controlling shareholder reached a settlement agreement regarding a litigation case [4] - The controlling shareholder plans to inform the company upon receiving the court's ruling [4] - Established in July 1992, Dalian Friendship primarily operates in retail, hospitality, and real estate [4] Group 18: Daxin City - Daxin City plans to privatize and delist, with a total repurchase amount of approximately 2.932 billion HKD [20] - The repurchase will involve 4.73 billion shares at a price of 0.62 HKD per share [20] - Founded in October 1993, Daxin City focuses on real estate development and management [20] Group 19: *ST Taihe - *ST Taihe announced that a shareholder's shares have been judicially frozen due to a contractual dispute [21] - The frozen shares account for 10.56% of the total share capital [21] - Established in December 2010, *ST Taihe focuses on water environment ecological construction and maintenance [21] Group 20: Qianli Technology - Qianli Technology's subsidiary plans to transfer technology intellectual property for 345 million yuan [22] - The transaction involves a project technology transfer agreement with Ningbo Geely Automotive Research Institute [22] - Founded in December 1997, Qianli Technology specializes in the research, production, and sales of passenger vehicles and motorcycles [22]

Market Overview - The apparel and home textile sector experienced a decline of 1.66% on July 31, with Taimushi leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Stock Performance - Notable gainers included: - Anzheng Fashion (603839) with a closing price of 9.44, up 10.02% [1] - Jiama Clothing (301276) at 24.96, up 6.99% [1] - Jinhong Group (603518) at 9.96, up 3.32% [1] - Significant losers included: - Taikesh (001234) at 23.18, down 9.81% [2] - Xinha Shares (003016) at 7.74, down 5.15% [2] - Mugao Di (603908) at 26.14, down 4.70% [2] Capital Flow - The apparel and home textile sector saw a net outflow of 75.51 million yuan from main funds, while retail funds had a net inflow of 11.39 million yuan [2] - Key stocks with significant capital flow included: - Jinhong Group (603518) with a net inflow of 41.56 million yuan from main funds [3] - Jiama Clothing (301276) with a net inflow of 31.84 million yuan from main funds [3] - Wanlima (300591) with a net inflow of 31.17 million yuan from main funds [3]

Group 1 - The company, Wanlima, has been announced as the pre-bid winner for the procurement project of aircrew luggage for China Southern Airlines for the years 2025-2026 [1] - The estimated contract amount for the project is approximately 43.835 million yuan [1]

Core Viewpoint - The company has been selected as the preliminary winning bidder for the procurement project of aircrew luggage for China Southern Airlines for the years 2025-2026, with an estimated total bid amount of 43.835 million yuan [1] Group 1 - The project will utilize a framework procurement model, meaning there is no fixed total amount, and the final figures will depend on actual contracts and orders signed [1] - Successful implementation of this project is expected to have a positive impact on the company's future operating performance [1]