德恒上海律师事务所 关于江苏泰慕士针纺科技股份有限公司 法律意见 上海市虹口区东大名路 501 号上海白玉兰广场 23 层 电话：021-55989888/ 9666 传真：021-55989898 邮编：200080 德恒上海律师事务所 关于江苏泰慕士针纺科技股份有限公司 德恒上海律师事务所 关于江苏泰慕士针纺科技股份有限公司 法律意见 德恒 02G20230101 号 致：江苏泰慕士针纺科技股份有限公司 江苏泰慕士针纺科技股份有限公司（以下简称"公司"）2025 年第二次临时 股东大会（以下简称"本次会议"）于 2025 年 8 月 11 日（星期一）召开。德恒 上海律师事务所（以下简称"德恒"或"本所"）受公司委托，指派刘桢一律师、 许闻悦律师（以下简称"德恒律师"）出席了本次会议。根据《中华人民共和国 证券法》（以下简称"《证券法》"）、《中华人民共和国公司法》（以下简称 "《公司法》"）、中国证券监督管理委员会《上市公司股东大会规则》（以下 简称"《股东大会规则》"）、《江苏泰慕士针纺科技股份有限公司章程》（以 下简称"《公司章程》"）的规定，德恒律师就本次会议的召集、召开程序、现 场出席会议人员资 ...

金融界消息 截至2025年8月11日收盘，龙头股份（600630）报收于8.92元，上涨0.79%，换手率3.18%， 成交量13.52万手，成交金额1.20亿元。 来源：金融界 资金流向方面，今日主力资金净流出1268.01万元，占比成交额10.53%。其中，超大单净流出968.53万 元、占成交额8.04%，大单净流出299.49万元、占成交额2.49%，中单净流出流入631.92万元、占成交额 5.25%，小单净流入636.10万元、占成交额5.28%。 龙头股份最新一期业绩显示，截至2025一季报，公司营业总收入4.65亿元、同比增长0.41%，归属净利 润1815.21万元，同比减少3.06%，扣非净利润1792.21万元，同比增长24.85%，流动比率1.748、速动比 率1.334、资产负债率48.57%。 天眼查商业履历信息显示，上海龙头(集团)股份有限公司，成立于1991年，位于上海市，是一家以从事 纺织业为主的企业。企业注册资本42486.1597万人民币，实缴资本42486.1597万人民币。公司法定代表 人为倪国华。 通过天眼查大数据分析，上海龙头(集团)股份有限公司共对外投资了22家 ...

（文章来源：每日经济新闻） 棒杰股份（SZ 002634，收盘价：5.22元）8月11日晚间发布公告称，公司第六届第十七次董事会会议于 2025年8月11日在公司会议室以现场表决与通讯表决相结合的方式召开。会议审议了《关于选举公司董 事长的议案》等文件。 2024年1至12月份，棒杰股份的营业收入构成为：纺织业占比56.06%，光伏产品占比40.86%，其他占比 3.08%。 ...

7月15日公司发布上半年业绩预告，预计实现净利润1.65亿元至1.85亿元，变动区间为 235.09%~275.71%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，联发股份收盘价为10.16元，上涨1.20%，本期筹码集中以来股价累 计上涨6.05%。具体到各交易日，6次上涨，1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10.50亿元，同比下降16.11%，实现净利润 7289.83万元，同比增长258.32%，基本每股收益为0.2252元，加权平均净资产收益率1.76%。 联发股份8月11日披露，截至8月10日公司股东户数为29140户，较上期（7月31日）减少2222户，环比降 幅为7.09%。这已是该公司股东户数连续第2期下降。 ...

开开实业最新一期业绩显示，截至2025一季报，公司营业总收入2.70亿元、同比增长15.05%，归属净利 润797.84万元，同比减少65.70%，扣非净利润147.50万元，同比增长527.72%，流动比率1.368、速动比 率1.254、资产负债率57.08%。 来源：金融界 金融界消息 截至2025年8月11日收盘，开开实业（600272）报收于14.1元，上涨0.93%，换手率2.7%， 成交量4.33万手，成交金额6083.98万元。 天眼查商业履历信息显示，上海开开实业股份有限公司，成立于1997年，位于上海市，是一家以从事纺 织业为主的企业。企业注册资本24300万人民币，实缴资本24300万人民币。公司法定代表人为庄虔贇。 资金流向方面，今日主力资金净流出1181.13万元，占比成交额19.41%。其中，超大单净流出882.46万 元、占成交额14.5%，大单净流出298.67万元、占成交额4.91%，中单净流出流入40.36万元、占成交额 0.66%，小单净流入1140.77万元、占成交额18.75%。 通过天眼查大数据分析，上海开开实业股份有限公司共对外投资了24家企业，参与招投标项目20 ...

截至发稿，富春染织市值为33亿元。 每经头条（nbdtoutiao）——人形机器人撕掉"花瓶"标签还要多久？亿元大单"破冰"，商业化元年终于 来了！ （记者 王晓波） 每经AI快讯，富春染织（SH 605189，收盘价：16.96元）8月11日晚间发布公告称，芜湖富春染织股份 有限公司于近日收到部分股东函告，获悉其所持有的本公司部分可转债于2023年2月21日至2025年8月8 日通过集中竞价方式减持，共计减持约62万张，占公司发行总量的10.88%。何培富减持前持有公司可 转换债券约127万张，占发行总量的比例为22.32%，此次减持数量约35万张，减持后持有数量占发行总 量的比例为16.25%。何璧颖减持约4.15万张，占发行总量的比例为0.73%。何壁宇减持约7.15万张，占 发行总量的比例为1.25%。富春投资减持约11.55万张，占发行总量的比例为2.03%。勤慧投资减持约 4.53万张，占发行总量的比例为0.79%。 2024年1至12月份，富春染织的营业收入构成为：制造业占比91.54%，批发和零售业占比7.67%，其他 业务占比0.78%。 ...

萨默斯说中国是唯一赢家，倒也不是空穴来风。中国外交部发言人毛宁早就说过："贸易战没有赢家。"但现实是，当美国忙着和金砖国家打关税战，中国和 巴西的大豆贸易额涨了23%，和印度的机电产品出口增了18%，和南非的矿产合作协议签了一沓。更关键的是，金砖国家最近在推本币结算系统，巴西企业 用人民币买中国设备，印度用卢比结算中国高铁零件，南非用兰特换中国光伏组件——这些交易，绕开的可不止是美元，还有美国加的关税。 8月1日起，美国对巴西输美商品加征的50%关税正式生效。这个数字不是随便拍脑袋定的，我翻了翻美国贸易代表办公室的文件，上面明明白白写着：这是 对巴西"支持金砖国家去美元化"和"所谓政治猎巫博索纳罗案"的双重报复。更讽刺的是，同一天印度也被曝出对美关税税率升至50%，南非30%，连4月刚和 中国谈妥降税的中国，也在特朗普的"关税清单"里躺过枪。 这时候我想起美国前财长萨默斯上个月的预言："只有一个赢家——中国。"当时还有不少人觉得这老头又在放话，可最近一周的国际动态，倒真给这句话添 了几分实锤。 先说阿根廷的旧账。萨默斯为什么总提1946年的庇隆？我查了查资料，这位阿根廷前总统推行的"庇隆主义"，核心就是高关税 ...

Group 1: Inflation Trends - July CPI year-on-year growth was 0%, while core CPI growth was 0.8%, compared to previous values of 0.1% and 0.7% respectively[5] - Food prices are expected to exert downward pressure on CPI, with July food CPI at -1.6%[5] - The core CPI is anticipated to continue rising due to policies aimed at boosting domestic demand and improving living standards[5] Group 2: Policy Impact - Policies promoting consumption are expected to support high-end consumer goods and high-tech industries, maintaining elevated price indices[5] - The construction of a unified market and enhanced competition review is projected to help traditional and emerging industries recover prices[5] - The "anti-involution" policies are broadening their impact across various sectors, leading to positive changes in PPI, especially in technology and domestic demand-driven sectors[5] Group 3: PPI Performance - July PPI for certain sectors like arts and crafts, sports equipment, and nutritional food manufacturing showed year-on-year growth of at least 1.3%[5] - However, PPI in the mining sector remains under pressure, with July mining PPI at -14%[5] - External trade environment deterioration is causing PPI declines in key export sectors, with July PPI for general equipment manufacturing at -1.6%[5]

Core Insights - Egypt's textile exports increased by 7% year-on-year in the first half of the year, reaching $577 million [1] - Turkey is the largest importer of Egyptian textiles, with imports totaling $236 million, followed by Algeria at $64 million [1] - The Egyptian Textile Export Council aims to raise export value to $1.5 billion by 2026, supported by increased production and foreign direct investment [1] - Foreign direct investment of $350 million to $450 million is expected in the second half of 2025, which will enhance the industry's capacity and competitiveness in the global market [1]

Policy Background and Main Content - The U.S. has been facing a persistent trade deficit, with the trade deficit reaching [X] billion USD in 2024, prompting the government to implement tariff policies to reduce imports and enhance domestic product competitiveness [1] - The tariffs aim to revive the manufacturing sector by encouraging companies to relocate production back to the U.S., addressing the issue of job losses in manufacturing [1] Key Tariff Policies - In April 2025, the U.S. announced a 10% "minimum baseline tariff" on trade partners, with higher "reciprocal tariffs" on countries with significant trade deficits [2] - Tariffs on steel were increased from 25% to 50%, with specific adjustments for countries like Canada and Mexico, affecting a wide range of imported goods [2] Impact on U.S. Prices - The Consumer Price Index (CPI) rose by 2.7% year-on-year in June 2025, up from 2.4% in May, indicating a significant inflationary trend linked to tariff implementation [2] - The Personal Consumption Expenditures (PCE) price index also showed an increase, with core PCE rising to 2.8%, the highest level since October 2024 [2] Price Changes in Different Goods - Prices of imported consumer goods, particularly textiles and apparel, have surged, with predictions of a 40% increase in shoe prices and a 38% increase in clothing prices in the short term [3] - Prices for household appliances rose by 1.9% in June, marking the largest monthly increase since August 2020, while electronics prices increased by nearly 5% year-on-year [3] Energy and Raw Material Price Fluctuations - Tariffs on Canadian energy exports and raw materials like copper and steel have led to increased production costs in various industries, including construction [4] - The National Association of Home Builders indicated that consumers would ultimately bear the cost of these tariffs through rising housing prices [4] Mechanisms of Price Impact - Tariffs have increased the cost of imported goods, which is passed on to consumers, leading to higher prices for products like imported wines and spirits [5] - Domestic producers are also affected as tariffs raise the cost of raw materials, such as steel, which in turn increases production costs across various sectors [6] Supply and Demand Dynamics - The increase in tariffs has led to a reduction in the supply of imported goods, causing prices to rise due to supply-demand imbalances, particularly in sectors like apparel and furniture [7] - Domestic production adjustments are slow, as industries that have long relied on imports struggle to ramp up production quickly to meet demand [8] Duration and Uncertainty of Price Impact - In the short term (3-6 months), the impact of tariffs on prices is expected to intensify as inventory levels decrease and costs are passed to consumers [9] - Mid-term (6 months to 1 year) effects will be influenced by limited production shifts and ongoing policy uncertainties, potentially prolonging price instability [11] - Long-term impacts (over 1 year) may lead to structural price increases and dependency on tariff policies, affecting industries reliant on Chinese supply chains [12] Economic and Consumer Impact Outlook - Rising prices may suppress consumer spending, which is critical as private consumption accounts for nearly 70% of U.S. GDP, potentially hindering economic growth [13] - Businesses face increased costs and uncertain market demand, which may lead to reduced investment and production expansion, further complicating economic recovery [13]