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泰达股份:8月25日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-27 00:44
每经AI快讯,泰达股份(SZ 000652,收盘价:4.67元)8月26日晚间发布公告称,公司第十一届第二十 二次董事会会议于2025年8月25日在公司15层报告厅以现场结合通讯方式召开。会议审议了《2025年半 年度报告全文和摘要》等文件。 2025年1至6月份,泰达股份的营业收入构成为:批发业占比89.05%,环境管理业占比9.89%,建筑业占 比0.44%,纺织服装行业占比0.37%,房地产占比0.26%。 截至发稿,泰达股份市值为69亿元。 每经头条(nbdtoutiao)——能给主人"打电话"的宠物智能手机也来了!宠物产业3000亿元市场大爆 发,行业上市公司"涨"声一片 (记者 胡玲) ...
看好运动服饰消费K型分化下的投资机会
Orient Securities· 2025-07-17 00:53
Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The sports apparel sector is expected to continue outperforming the overall apparel market in the second half of the year, with a persistent K-shaped differentiation trend [3][8] - High-end sports outdoor brands are experiencing significant growth, while value-oriented brands are showing resilience [8] - The K-shaped differentiation reflects the segmentation of domestic consumption, creating investment opportunities at both ends of the market [8] Summary by Sections Investment Recommendations and Targets - Focus on Anta Sports (02020, Buy) due to its internationalization and multi-brand operational capabilities, along with several distinctive high-end brands [3] - Other companies to watch include 361 Degrees (01361, Not Rated), Xtep International (01368, Buy), and Tabo (06110, Hold) [3] Market Performance - In June, the retail sales growth for clothing, shoes, and textiles was 1.9%, with a year-to-date growth of 3.1% [8] - Major Hong Kong sports brands reported second-quarter revenue growth rates between low single digits to 10%, with overall growth for the first half mostly in the mid-single to 10% range, outperforming the overall apparel market [8] Consumer Trends - High-end outdoor brands like DESCENTE and KOLON SPORT under Anta saw growth rates of 50%-55% and 60%-65% respectively in Q2 and the first half of the year [8] - Xtep's Saucony brand also reported over 20% growth in Q2 and over 30% in the first half [8] - The demand for high-quality, professional, and health-oriented brands is increasing, leading to a shift in consumer preferences [8]
化纤头条 | 不止美国!欧盟、日本、越南都计划对这部分近6000亿元中国纺织品加税
Sou Hu Cai Jing· 2025-06-01 01:35
Group 1 - The core viewpoint is that the export of textiles, particularly clothing, from China is facing increasing barriers due to new taxation policies on small parcels in various countries, which could significantly impact cross-border e-commerce growth [1][3][4][14] - The European Union plans to impose a unified fee of 2 euros per small parcel and 0.5 euros for parcels stored in EU warehouses, replacing the previous tax exemption for parcels valued under 150 euros [3] - Japan is set to introduce a 10% consumption tax on imported goods valued under 10,000 yen, which could affect the influx of small parcels from China, particularly from platforms like Temu and SHEIN [5][4] Group 2 - Vietnam is considering a comprehensive import tax policy for e-commerce products, suggesting that the current exemption for orders under 1 million VND may not be appropriate [10][8] - The volume of low-value orders from China to Vietnam is significant, with approximately 4 to 5 million orders daily, indicating a robust cross-border e-commerce market [13] - In 2024, China's cross-border e-commerce exports are projected to reach 2.63 trillion yuan, with a growth rate of 10.8%, highlighting the sector's importance in the textile and apparel industry [13][14]