Core Viewpoint - The Ministry of Industry and Information Technology, the Ministry of Commerce, and the State Administration for Market Regulation jointly issued the "Light Industry Stabilization and Growth Work Plan (2025-2026)", outlining development goals and a roadmap for the light industry over the next two years, providing a practical action guide for stabilizing growth, promoting consumption, and benefiting people's livelihoods [1][4]. Group 1: Development Goals - The plan sets multiple "small goals" for the light industry from 2025 to 2026, including steady growth in key industry scales, stable business operations, rapid growth in emerging fields such as smart home products and elderly and infant goods, the launch of 300 upgraded innovative products, and the cultivation of 10 industry clusters with a scale exceeding 100 billion yuan [4][5][8]. Group 2: Supply and Demand Optimization - The plan emphasizes a dual approach of "optimizing supply" and "expanding consumption" to invigorate the market [8]. - In optimizing supply, strategies include accelerating product innovation through AI analysis of segmented demands, enhancing quality and safety by revising national standards, and building brand influence in sectors like home appliances and cosmetics [10][12][14]. - To expand consumption, the plan promotes policies for replacing old appliances, introduces new categories focused on health and elderly care, and develops platforms for supply-demand matching through events like "Online New Year Goods Festival" [12][14]. Group 3: Export Stability and Ecological Optimization - The plan aims to maintain international competitiveness by supporting leading companies in global brand expansion, developing new foreign trade models, and promoting traditional industries to international markets [15][19]. - It also focuses on optimizing the industrial ecosystem by nurturing leading enterprises in key sectors, encouraging collaboration between large and small enterprises, and promoting the relocation of businesses to central and western regions [19]. - The light industry's export share exceeds 30% globally, and the plan seeks to consolidate this advantage through trade structure optimization and enhanced public services [19].

Core Viewpoint - The Ministry of Industry and Information Technology, the Ministry of Commerce, and the State Administration for Market Regulation jointly issued the "Light Industry Stabilization and Growth Work Plan (2025-2026)", outlining development goals and a roadmap for the light industry to stabilize growth, promote consumption, and benefit people's livelihoods [1] Group 1: Goals and Strategies - The plan aims for steady growth in key industries, stable business operations, rapid growth in emerging sectors like smart home products and elderly and infant goods, the launch of 300 upgraded innovative products, and the cultivation of 10 industry clusters each exceeding 100 billion yuan [1] - The five main tasks include strengthening supply, promoting consumption, stabilizing exports, optimizing ecology, and increasing momentum for "dual improvements" in quality and quantity within the light industry [4] Group 2: Supply Optimization - The plan includes measures such as accelerating product innovation through AI analysis of demand, enhancing quality and safety by revising national standards, and building brand influence by selecting brands for the "China Consumer Famous Products Array" [6][8] - Specific actions include implementing a replacement policy for home appliances and promoting green, smart products suitable for the elderly and children [8] Group 3: Consumption Expansion - The plan emphasizes increasing new categories around health, elderly care, and infant products, and developing new business models like "AI + consumption" to achieve quick responses and personalized customization [8][10] Group 4: Export Stability and Ecological Optimization - The plan supports leading companies in home appliances and furniture to accelerate global branding and enhance cooperation with regions like Southeast Asia and Africa through the Belt and Road Initiative [11] - It also aims to cultivate leading enterprises in sectors like home appliances and batteries, promote collaboration between large and small enterprises, and guide businesses to relocate to central and western regions [13] Group 5: Transformation and Upgrading - The plan focuses on digital transformation in industries like furniture and footwear, promoting green development through low-carbon technologies and recyclable materials, and pushing the industry towards high-end, intelligent, and green transformation [16] - The light industry's global export share exceeds 30%, maintaining a leading position worldwide, with an emphasis on optimizing trade structures and strengthening public services to consolidate advantages [17]

上市公司：万里马（300591），中胤时尚（300901），恒辉安防（300952），ST奥康（603001），红 蜻蜓（603116），ST起步（603557），健盛集团（603558），天创时尚（603608），康隆达 （603665），牧高笛（603908），哈森股份（603958），扬州金泉（603307） 2016-2025年1-4月皮革、毛皮、羽毛及其制品和制鞋业企业数统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国皮革行业市场现状分析及产业趋势研判报告》 2025年1-4月，皮革、毛皮、羽毛及其制品和制鞋业企业数（以下数据涉及的企业，均为规模以上工业 企业，从2011年起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收 入2000万元）为8701个，和上年同期相比，减少了 ...

Core Viewpoint - The company, Xingye Technology, has signed a strategic cooperation agreement with Suzhou Nengsida Electronic Technology Co., Ltd. to jointly develop flexible electronic skin based on natural leather and bio-based materials [1] Group 1: Strategic Cooperation - The collaboration aims to promote the application of technologically advanced fabrics in key components of humanoid robots, automotive seats, steering wheels, consumer electronics, smart wearable devices, footwear, and leather goods [1]

Core Viewpoint - The company has signed a strategic cooperation agreement with Suzhou Nengsida Electronic Technology Co., Ltd. to jointly develop flexible electronic skin based on natural leather and bio-based materials [1] Group 1: Company Overview - The company focuses on the entire industry chain of natural leather, high-bio-based regenerated leather, and the development and application of environmentally friendly materials [1] - The collaboration aims to incubate flexible electronic skin products, enhancing the company's development in high-end new energy vehicle interior components, footwear, and luggage sectors [1] Group 2: Industry Implications - The partnership is expected to drive material innovation, providing downstream customers with more functional products [1] - The agreement is a framework document and will not have a significant impact on the company's current performance, but it is anticipated to positively influence the company's operating results in future years [1]

证券代码：603608 证券简称：天创时尚 公告编号：临2025-078 债券代码：113589 债券简称：天创转债 天创时尚股份有限公司2025年第一次临时股东大会决议公告 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。 注：上表中"公司有表决权股份总数"为已剔除无表决权的天创时尚股份有限公司回购专用证券账户的股 份数量。 (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东大会由公司董事会召集，董事长李林先生主持。会议采用现场投票与网络投票相结合的表决方 式。会议的召集、召开及表决方式符合《公司法》、《公司章程》及其它有关法律法规的规定。 重要内容提示： ● 本次会议是否有否决议案：无 (一)股东大会召开的时间：2025年9月16日 一、会议召开和出席情况 (二)股东大会召开的地点：广东省广州市南沙区东涌镇银沙大街31号天创时尚股份有限公司行政办公楼 三楼三号会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ (五)公司董事、监事和董事会秘书的出席情况 1、公司在任 ...

Core Viewpoint - The U.S. government has imposed a 50% tariff on goods imported from India, significantly impacting the Indian economy and its exporters [1] Group 1: Economic Impact - The tariff increase places India in the highest tax rate bracket alongside Brazil, making Indian goods approximately 30% more expensive overnight [1] - Exports worth around 420 billion rupees, including gems, engineering products, textiles, seafood, and leather, are affected, potentially reducing India's economic growth by 0.5 to 1 percentage points [1] - A large number of workers are at risk of unemployment due to the tariff [1] Group 2: Industry Response - Exporters are forced to lower prices or extend credit, leading to tight cash flow, particularly affecting small and medium-sized enterprises [1] - The industry is calling for the Indian government to extend interest subsidies, restart market development funds, and accelerate free trade negotiations with countries like Japan, the UK, Australia, and the EU [1] Group 3: Economic Recommendations - Economists suggest short-term subsidies to maintain orders, mid-term strategies to diversify markets, and long-term reforms in land and labor to enhance competitiveness [1]

Group 1 - The core viewpoint of the article highlights the current state and trends in the leather industry in China, as analyzed in the report by Zhiyan Consulting [1] - As of January to July 2025, the number of enterprises in the leather, fur, feather, and footwear industries has decreased by 44 compared to the same period last year, representing a year-on-year decline of 0.5% [1] - The total number of enterprises in these sectors stands at 8,728, accounting for 1.68% of the total industrial enterprises [1] Group 2 - The report indicates that the threshold for large-scale industrial enterprises has been raised from an annual main business income of 5 million to 20 million yuan since 2011 [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [1] - The firm emphasizes its commitment to delivering high-quality services and market insights to empower investment decisions [1]

Group 1 - A new company, Xuzhou Sunniu Leather Co., Ltd., has been established with a registered capital of 3 million RMB [1] - The legal representative of the company is Xu Baoqian [1] - The company's business scope includes various activities such as leather tanning and processing, leather product manufacturing and sales, and livestock slaughtering, among others [1] Group 2 - The company is involved in both licensed and general projects, indicating a diverse operational focus [1] - Specific services offered include urban delivery transportation, leather and fur processing, and sales of specialized chemical products [1] - The company also engages in technology services, development, consulting, and sales of ecological materials and various goods [1]

Group 1 - The establishment of Zaoqiang Huijiu Fur Co., Ltd. has been registered with a legal representative named Guo Jianliang [1] - The registered capital of the company is 100,000 RMB [1] - The business scope includes general projects such as clothing manufacturing, fur product processing, and various retail activities [1] Group 2 - The company is involved in the wholesale of clothing and accessories, as well as the sale of bags, hats, home goods, daily necessities, toys, and arts and crafts [1] - The company is authorized to conduct import and export activities, except for projects that require approval [1]