兴业科技公告称，大股东春宏投资减持计划实施完毕。2025年披露减持预披露公告，计划减持不超 886.65万股，占总股本3%。截至2026年2月26日收盘，以集中竞价交易减持295.55万股，占比1%，均价 14.51元/股；以大宗交易减持591.1万股，占比2%，均价12.73元/股。减持后，春宏投资持股降至2259.75 万股，占比7.65%。此次减持未违规，未致公司控制权变更，不影响公司治理及经营。 ...

2025年，全国规模以上工业企业实现利润总额73982.0亿元，比上年增长0.6%。 纺织服装、服饰业利润总额为450.6亿元，同比下跌27.3%。 皮革、毛皮、羽毛及其制品和制鞋业利润总额为365.2亿元，同比下跌17.9%。 化学纤维制造业利润总额为315.3亿元，同比下跌4.5%。 其中，2025年1—12月纺服工业企业利润情况如下： 纺织业利润总额为738.3亿元，同比下跌12%。 ...

明新旭腾公告称，公司与浙江国利、上海国利合同纠纷诉讼二审（终审）判决结果出炉。涉案金额1.85 亿元（不含利息及其他费用），判决浙江国利支付货款1.77亿元及逾期利息损失，上海国利承担连带清 偿责任。公司需负担一审、二审受理费等合计11.40万元。2026年2月14日，公司已收到被告方支付的货 款及逾期利息损失1.90亿元，将依据执行情况转回已计提的减值准备，具体财务数据以审计结果为准。 ...

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。 2016-2025年皮革、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 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） 相关报告：智研咨询发布的《2026-2032年中国皮革行业市场现状分析及产业趋势研判报告》 2025年1-12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8783个，和上年同期相比，减少了123 ...

Group 1 - The core viewpoint of the news is that 华利集团 (Huali Group) is actively engaging with investors and showcasing its growth potential in the athletic footwear market, despite a cautious outlook from some brands due to complex international political and economic conditions [1][2] - 华利集团's stock price increased by 2.28% to 49.27 yuan, with a total market capitalization of 57.463 billion yuan, while its price-to-earnings ratio stands at 16.38, significantly lower than the industry average of 42.27 [1] - The company has a strong competitive position in the athletic footwear industry, with a comprehensive shoe manufacturing technology and process, and is focusing on diversifying its customer base to enhance performance resilience [2] Group 2 - Management indicated that three out of four new athletic shoe factories set to be operational in 2024 have met their initial performance targets, and cost-reduction measures are being effectively implemented [2] - Future capital expenditures are expected to remain in the range of 1.1 to 1.7 billion yuan, aligning with order conditions, while the company continues to upgrade production lines with automation and smart equipment [2] - As of January 20, 2026, 华利集团 had 14,500 shareholders, with an average holding value of 3.963 million yuan and an average shareholding of 80,500 shares [2]

证券研究报告|公司点评报告 [Table_Date] 2026 年 01 月 30 日 [Table_Title] 25Q4 迎来业绩改善 [Table_Title2] 兴业科技(002674) | [Table_DataInfo] 评级： | 买入 | 股票代码： | 002674 | | --- | --- | --- | --- | | 上次评级： | 买入 | 52 周最高价/最低价： | 18.6/8.05 | | 目标价格： | | 总市值(亿) | 41.32 | | 最新收盘价： | 13.98 | 自由流通市值(亿) | 40.90 | | | | 自由流通股数(百万) | 292.56 | [Table_Summary] 事件概述 公司发布 25 年业绩预告，归母净利/扣非归母净利为 0.98-1.2/0.93-1.15 亿元，同比下降 31-15%/30- 14%；按中枢测算，略低于我们此前预期，但 25Q4 已迎来显著改善。 分析判断: 根据公司业绩预告，对应 Q4 净利润为 0.58-0.8 亿元，同比增长 81%-150%，处于历史较高水平；我们分析 主要由于：1）主业鞋包袋皮革业 ...

证券日报网讯 1月30日，兴业科技发布公告称，公司预计2025年度归属于上市公司股东的净利润为9， 800万元～12，000万元。 （文章来源：证券日报） ...

兴业科技公告，预计2025年度净利润为9800万元至1.2亿元，同比下降15.28%-30.81%。2025年度公司归 母净利润下滑的主要原因，系鞋服消费回暖不及预期，鞋包带皮革产品售价同比下降，导致该业务毛利 率下滑、盈利缩减。2025年度，汽车内饰皮革业务依托新客户切入及定点车型的热销保持收入增长，同 时内部管理升级推动降本增效，汽车内饰皮革业务的毛利率与净利率均保持稳定。 ...

Core Viewpoint - The collaboration between the company and Nike is progressing positively, with Nike providing a forecast order, although final orders will depend on actual production conditions [1] Group 1: Collaboration with Nike - The company has received high recognition and favor from Nike for its developed innovative materials [1] - Since becoming a strategic partner of Nike in 2025, the company's advantages have become evident, and opportunities are favorable for expanding its overall share in Nike's supply chain [1] Group 2: Engagement with Emerging Brands - The company is actively reaching out to emerging brands such as HOKA and Aonrun, with related efforts currently underway [1]

Core Viewpoint - Amway's production capacity in Vietnam is expected to reach 100 million meters annually for polyurethane synthetic leather and composite materials after all four production lines are operational, although capacity utilization may fluctuate due to order structure and production process coordination [1] Group 1: Production Capacity - The company will have a theoretical annual production capacity of 100 million meters for polyurethane synthetic leather and composite materials once all production lines in Vietnam are fully operational [1] - Capacity utilization is subject to certain elasticity and fluctuations influenced by factors such as order structure and production process coordination [1] Group 2: Sales Performance - In 2025, the company's quarterly production and sales volume is expected to show both increases and decreases year-on-year, with an overall slight decline in annual cumulative production and sales volume [1] - Despite the decline in production and sales volume, the sales price is showing a steady upward trend, indicating successful upgrades in product technology and optimization of product categories [1]