Group 1 - The company, Langsha Co., Ltd. (600137.SH), stated on the interactive platform that it is not currently providing any products or services for the military parade [1]

金融界消息 截至2025年8月5日收盘，元琛科技（688659）报收于11.53元，上涨19.98%，换手率 7.97%，成交量12.75万手，成交金额1.41亿元。 通过天眼查大数据分析，安徽元琛环保科技股份有限公司共对外投资了15家企业，参与招投标项目1807 次，知识产权方面有商标信息64条，专利信息561条，此外企业还拥有行政许可38个。 资金流向方面，今日主力资金净流入3631.79万元，占比成交额25.77%。其中，超大单净流入3723.22万 元、占成交额26.42%，大单净流出91.43万元、占成交额0.65%，中单净流出流出2007.58万元、占成交 额14.24%，小单净流出1624.22万元、占成交额11.52%。 来源：金融界 元琛科技最新一期业绩显示，截至2025一季报，公司营业总收入1.29亿元、同比增长3.35%，归属净利 润252.05万元，同比增长55.89%，扣非净利润234.57万元，同比增长167.43%，流动比率1.165、速动比 率0.994、资产负债率56.51%。 天眼查商业履历信息显示，安徽元琛环保科技股份有限公司，成立于2005年，位于合肥市，是一家以从 事 ...

新华财经马塞卢8月5日电 8月的莱索托正值冬季。寒风中，三五成群的纺织工人迷茫地穿梭于首都马塞 卢工业区的制衣工厂，挨家询问是否招工，试图重新找到一份工作养家糊口。美国威胁对所有贸易伙伴 征收所谓"对等关税"，莱索托这个经济贫弱的国家受到严重冲击，特别是支柱产业纺织业。 2021年，非洲出口纺织品工厂曾计划在马塞卢10个区域设立工厂并雇用上万名工人。"4年过去，当初的 愿景没能实现。"科贝利遗憾地说。非洲出口纺织品工厂目前设有一家牛仔布工厂和两家针织厂。科贝 利告诉记者，在4月所谓的"对等关税"政策宣布前，工厂曾接到美国客户的大单，预期收益足够开设两 家新厂，"但现在一切都不可能了"。 31岁的纺织女工马凯莱靠加工牛仔裤维持生计，抚养两个年幼的孩子，可能失业的风险让这位单身母亲 焦虑不已。"我不知道这些牛仔裤会卖到哪里，也不明白美国为什么要这样对我们。我能做的，只是不 停地踩缝纫机。" 50岁的莫莱察内已从事纺织业17年，逐步从女工成长为后场主管。"我已经老了，但年轻人要怎么 办？"她望向记者，眼中透出对纺织的热爱，也写满对年轻工友的担忧。 美国是莱索托第二大贸易伙伴。2024年，两国双边贸易额为2.4亿美元 ...

数据来源：国家统计局，智研咨询整理 2025年上半年，纺织业企业数（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21236个，和上 年同期相比，增加了354个，同比增长1.7%，占工业总企业的比重为4.08%。 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。 上市公司：鲁泰Ａ（000726），华茂股份（000850），欣龙控股（000955），伟星股份（002003），华 孚时尚（002042），南山智尚（300918），华利集团（300979），万事利（301066），华升股份 （600156），迎丰股份（605055），华生科技（605180），富春染织（605189） 相关报告：智研咨询发布的《2025-2031年中国纺织行业发展战略规划及投资方向研究报告》 ...

8月4日，沪深两融数据显示，南山智尚获融资买入额0.23亿元，居两市第1500位，当日融资偿还额0.36 亿元，净卖出1351.03万元。 最近三个交易日，31日-4日，南山智尚分别获融资买入0.23亿元、0.19亿元、0.23亿元。 融券方面，当日融券卖出0.00万股，净卖出0.00万股。 ...

近日，杭州福恩股份有限公司（以下简称"福恩股份"）向深交所递交了上市申请，计划登陆A股市场。 这家企业专注于环保再生面料的生产，其客户名单上星光熠熠，包括H&M、优衣库、ZARA等国际知 名品牌。 | 产品类别 | 2024 年度 | | 2023 年度 | | 2022 年度 | | | --- | --- | --- | --- | --- | --- | --- | | | 金额 | 早床 | 金额 | 早ば | 金额 | 早报 | | 再生面料 | 149,986.45 | 83.20% | 120,598.03 | 80.13% | 131,676.46 | 75.61% | | 其中:涤粘混纺面料 | 122,437.57 | 67.92% | 102,396.49 | 68.04% | 117,976.78 | 67.74% | | 全漆面料 | 25,928.53 | 14.38% | 16,597.70 | 11.03% | 12.604.76 | 7.24% | | 其他面料 | 1,620.35 | 0.90% | 1.603.85 | 1.07% | 1.094.92 | 0.63% ...

（编辑 任世碧） 证券日报网讯 8月4日晚间，迎丰股份发布公告称，2025年7月份，公司未实施回购。截至2025年7月 底，公司通过集中竞价交易方式累计回购公司股份4，553，600股，占公司目前总股本的1.03%。 ...

（央视财经《第一时间》）非洲内陆国家莱索托只有约230万人口，是联合国认定的最不发达国家之 一。美国最新关税政策让莱索托面临15%的税率。对此，莱索托政府官员表示，这个税率虽然比特朗普 4月时宣布的降低许多，但仍不足以拯救该国的纺织行业。 莱索托贸易和工商业发展大臣 谢利莱：对我们来说，现在和50%关税税率没什么差别，因为我们国家 纺织业的竞争力薄弱，特别是有两个国家将会跟我们竞争。斯威士兰和肯尼亚，它们都是10%的税率， 它们和我们在同一个地区，买家很容易就会转向这两个国家。 谢利莱表示，美国关税的计算仅涵盖货物贸易，完全忽视其在服务贸易上对莱索托的巨大顺差；同时， 通过南非输入莱索托的美国商品也未纳入统计，基于这种错误计算方式对莱索托征收高额关税极不公 平。谢利莱表示，莱索托正在寻求市场多元化，积极开拓非洲大陆自由贸易区市场，同时与中国、尼日 利亚和欧盟等经济体就贸易投资合作展开磋商。 莱索托马塞卢居民：我希望我们能得到工作机会，可以实现我们的梦想或目标，而不是坐在家里无所事 事。现在大多数人都失业了，看不到未来。 根据美国早年间通过的一项法案，符合条件的非洲国家商品可以免税进入美国市场，莱索托的纺织业也 ...

Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View The macro - atmosphere has weakened, and the commodity market has declined across the board. Zhengzhou cotton (ZCE cotton) funds have reduced positions and exited the market. The short - term price of cotton is expected to fluctuate weakly. Although the cotton fundamentals are stable, with low commercial inventories providing some support, the lack of upward - driving factors and the weakening technical indicators suggest a cautious outlook. For downstream textile enterprises, they can consider selling out - of - the - money put options to reduce raw material procurement costs when prices fall [2][3][46]. 3. Summary by Section 3.1 First Part: Basic Data of Domestic and International Cotton Markets - **Price Changes of Major Commodities and Cotton**: From July 25 to August 1, the CRB commodity price index decreased by 2.3% (from 302.25 to 295.28 points), the ICE cotton futures' December contract dropped by 2.65% (from 68.23 to 66.42 cents/pound), and the main 09 contract of ZCE cotton fell by 585 yuan/ton to 13585 yuan/ton, with a reduction of 179,000 lots in positions to 326,000 lots. Some commodities like gold and crude oil rose, while agricultural products generally declined [2][7][10]. - **Imported Cotton Prices**: The CNF quotes of imported cotton in major ports decreased. For example, the price of US E/MOTM decreased by 0.6 cents/pound, and that of Brazilian M decreased by 1.9 cents/pound [9]. - **Domestic Cotton and Yarn Market**: Domestic cotton spot and futures prices dropped significantly. In the cotton yarn market, downstream demand was weak, and transactions slowed down. The immediate profit of spinning enterprises improved, and the cash - flow loss of inland spinning enterprises shrank to less than 500 yuan/ton [10]. 3.2 Second Part: Domestic Market Situation - **Textile Raw Material Prices**: On August 1, compared with July 25, the price trends of raw materials such as polyester staple fiber, viscose, and cotton were mixed. For example, polyester staple fiber decreased by 35 yuan/ton, while viscose increased by 10 yuan/ton [14]. - **Yarn Prices**: The price of domestic and imported yarns generally declined. The price difference between domestic and imported yarns narrowed, and the price difference between domestic cotton and international cotton (under sliding - scale duty) widened [18][20][26]. 3.3 Third Part: ZCE Cotton Market Analysis - **ZCE Cotton Warehouse Receipts and Forecasts**: As of August 1, the registered warehouse receipts of ZCE cotton were 8807 lots (378,000 tons), with 348 valid forecasts, and the total of warehouse receipts and forecasts was 393,000 tons, down from 419,000 tons on July 25 [30]. - **ZCE Cotton Futures - Spot Price Difference**: The price difference between ZCE cotton futures and the CCI3128B index widened. The price difference between ZCE cotton and ICE cotton (under sliding - scale duty) also increased [32][33]. - **ZCE Cotton Price Analysis**: Macroeconomic factors and policies at home and abroad have an impact on cotton prices. The overall growth of US cotton plants is good, while India's cotton sowing progress lags behind last year. The inspection of Xinjiang - related products has rebounded. Technically, the indicators of ZCE cotton have weakened [34][35][39]. 3.4 Fourth Part: International Market Analysis - **US Cotton Export Dynamics**: From July 18 - 24, the net signing of US 2024/25 - year land cotton decreased significantly compared with the previous week but increased significantly compared with the four - week average. The shipment of land cotton increased. The net signing and shipment of Pima cotton showed different trends. New - year contracts were also signed [42]. - **ICE Cotton Futures Analysis**: On August 1, the ICE cotton futures' December contract decreased by 2.65% compared with July 25. Technically, the indicators have weakened [44]. 3.5 Fifth Part: Operation Suggestions For downstream textile enterprises, when the raw material price drops, they can consider selling out - of - the - money put options to reduce the cost of raw material procurement [46].

Group 1 - The U.S. tariff policy has severely impacted Lesotho's textile industry, which is a crucial sector for the country's economy and employment [1][2] - Lesotho's textile exports primarily depend on the U.S. market, with over 40,000 jobs at stake due to the tariffs [1] - The U.S. government has implemented a 15% tariff, which poses a significant challenge to Lesotho's fragile economy, despite an initial announcement of a 50% tariff [1] Group 2 - The Minister of Trade and Industry, Mokheti Shelile, criticized the U.S. for unfairly calculating tariffs that ignore Lesotho's service trade surplus [2] - Shelile emphasized that the unilateral imposition of tariffs by the U.S. violates World Trade Organization principles and disrupts global supply chains [2] - He called for African nations to strengthen cooperation in response to such unilateral and protectionist actions [2]