上市企业：嘉欣丝绸（002404） 相关报告：智研咨询发布的《2025-2031年中国蚕丝行业市场供需态势及未来趋势研判报告》 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。 2020-2025年1-10月中国蚕丝及交织机织物(含蚕丝≥30％)产量统计图 数据来源：国家统计局，智研咨询整理 根据国家统计局数据显示：2025年10月中国蚕丝及交织机织物(含蚕丝≥30％)产量为0.2亿米，同比下降 29.9%；2025年1-10月中国蚕丝及交织机织物(含蚕丝≥30％)累计产量为1.5亿米，累计下降29.1%。 ...

证券日报网讯12月26日，嘉欣丝绸（002404）在互动平台回答投资者提问时表示，公司在不断提升和深 化主业优势的基础上，会尝试寻找合适的机会涉足新领域，培育新的增长点。 ...

（文章来源：证券日报） 证券日报网讯 12月10日晚间，太湖雪发布公告称，苏州太湖雪丝绸股份有限公司（以下简称"公司"） 的全资子公司苏州太湖雪丝绸科技有限公司（以下简称"丝绸科技"）因业务发展需要，对其经营范围进 行了变更；全资子公司苏州太湖雪茧丝绸科技有限公司（以下简称"茧丝绸科技"）因公司实际情况和业 务发展需求，对其法定代表人和经营范围进行了变更。截至本公告披露日，丝绸科技和茧丝绸科技均已 完成工商变更登记手续，并取得了由苏州市吴江区数据局换发的《营业执照》。 ...

截至发稿，嘉欣丝绸市值为41亿元。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 王瀚黎） 每经AI快讯，嘉欣丝绸（SZ 002404，收盘价：7.29元）发布公告称，2025年12月9日，嘉欣丝绸接受华 福证券等投资者调研，公司董事会秘书李超凡参与接待，并回答了投资者提出的问题。 2025年1至6月份，嘉欣丝绸的营业收入构成为：丝和绸和服装及相关业务占比99.9%，其他业务占比 0.1%。 ...

Core Viewpoint - The company, Jiaxin Silk (002404.SZ), indicated that the Japanese market accounts for approximately 1% of its total exports [1] Group 1 - The company has a minimal export presence in the Japanese market, with only 1% of its exports directed there [1]

Group 1: Silk Industry Development - The Salt Ting County Tongyi Silk Industry Chain Project is a key investment project that includes a demonstration base for mulberry cultivation, an intelligent silkworm breeding project, and silk deep processing [8][9] - The project aims to create a closed-loop industry chain covering mulberry planting, silkworm breeding, silk reeling, and weaving, with an expected annual production capacity of over 12,000 tons, accounting for about one-eighth of the province's total silkworm cocoon production [9][10] - The project utilizes a year-round breeding model that addresses environmental and food challenges by creating a controlled environment and using a balanced artificial feed, leading to improved efficiency and stability compared to traditional methods [10][11] Group 2: Vinegar Industry Development - The Huguo Town Vinegar Industry Integration Development Demonstration Park project has a total investment of 2 billion yuan and includes multiple related projects such as a vinegar production base and a soy sauce factory [14] - The main structure of the vinegar production base is expected to be completed by the end of this year, with overall project completion planned for June next year [15] - The project aims to integrate agricultural, industrial, cultural, and tourism resources to establish Huguo Town as a distinctive vinegar town [14][15] Group 3: Craft Beer Production - The Fubixing project in Ya'an is set to become the largest craft beer production base in China, with a total investment of 800 million yuan and an annual production capacity of 200,000 tons of craft beer and 50,000 tons of fruit wine [18][19] - The project has progressed rapidly since its start in May, with the main structure completed and brewing equipment installed, aiming for production by the end of December [19][20] - The project is strategically timed to meet market demand, particularly around the Spring Festival and summer peak consumption periods [21][22] Group 4: Beverage Industry Expansion - The Sichuan Yangpu project aims to produce 600,000 tons of fully automated dairy and fruit and vegetable beverages, with an investment of 706 million yuan [23][25] - The project is nearing completion, with over 95% of the construction finished and several production lines expected to be operational by mid-December [26][27] - The production lines are designed to be compatible with approximately 80% of market beverage production needs, allowing for quick adaptation to new demands [28][29]

Core Viewpoint - The report by Zhiyan Consulting highlights a decline in the production of silk and silk-blended fabrics in China, indicating a challenging market environment for the silk industry from 2025 to 2031 [1] Production Data Summary - In August 2025, the production of silk and silk-blended fabrics (with silk content ≥30%) in China is projected to be 0.2 billion meters, representing a year-on-year decrease of 4.3% [1] - From January to August 2025, the cumulative production of silk and silk-blended fabrics (with silk content ≥30%) is expected to reach 1.6 billion meters, reflecting a cumulative decline of 6.4% [1] - A statistical chart detailing the production of silk and silk-blended fabrics in China from 2020 to August 2025 is provided, showcasing the downward trend [1]

Core Insights - The company reported a slight increase in third-quarter revenue, reaching 1.164 billion yuan, representing a year-on-year growth of 0.04% [1] - Net profit for the third quarter was 38.9516 million yuan, showing a decrease of 0.62% compared to the same period last year [1] - For the first three quarters of 2025, total revenue amounted to 3.633 billion yuan, reflecting a year-on-year growth of 0.78% [1] - The net profit for the first three quarters was 152 million yuan, which is a year-on-year increase of 0.19% [1]

Group 1 - The "Friendship Journey" event involved 11 Russian media representatives visiting China to enhance understanding of the country's high-quality development and technological innovation [1][3] - The delegation visited Hangzhou, which is home to 37,000 enterprises and generates an average of 62 patents daily, showcasing its advancements in technology and culture [3][5] - The visit included significant cultural experiences, such as the exploration of the Liangzhu Ancient City site, highlighting China's rich historical heritage [5][7] Group 2 - The delegation toured various representative companies, including Geely Group and Zhejiang Zhongnan Cartoon Co., where they experienced cutting-edge technologies in electric vehicles and AI applications in animation [7][9] - In Hohhot, the group visited the Yili Modern Smart Health Valley, observing advanced production techniques in the dairy industry, which impressed the Russian media representatives [9][11] - The visit concluded with the signing of a cooperation memorandum between Chinese and Russian media organizations, aiming to enhance media exchanges and collaborative activities [13]

Group 1 - The article emphasizes the significant role of women in China's economic development and modernization efforts, highlighting their contributions across various sectors [1][5] - The article showcases the achievements of women in technology and innovation, such as the development of the 12306 ticketing system by Shan Xinghua, which has become a leading global platform [1] - It highlights the success of women-led enterprises, like the Wan Shili Group, which has transformed from a small factory into a modern enterprise through technological innovation and brand development [3] Group 2 - The article discusses the impact of women in rural revitalization, with examples of women like Chen Yujia and Cheng Ju, who have empowered local communities through entrepreneurship and technology [4] - It mentions the training programs aimed at cultivating female leaders in rural industries, with a target of training 12,000 women from 2022 to 2024 [4] - The article reflects on the broader societal changes brought about by women's active participation in various fields, contributing to national rejuvenation [5]