为进一步发挥"特色之乡"地域名片的作用，日前，湖北省农业农村厅出台《高质量打造"特色之乡"行动 方案》（以下简称《行动方案》），将按照"重点支持一批、积极培育一批、整合优化一批"思路，引导 各地发挥比较优势，做大做强特色产业，打造县域经济发展的重要引擎，整体提升"特色之乡"发展活力 和影响力。 根据《行动方案》提出的目标，到2030年，湖北力争打造10个在全国知名和20个在全省有重要影响 的"特色之乡"，让"特色之乡"地域名片和特色产业发展相互促进、相得益彰。 积极建设63个"特色之乡" 仙桃享有"中国黄鳝之都"的美誉，拥有全国单体规模最大的黄鳝繁育基地、全国最大的黄鳝产地贸易市 场，是全国两个黄鳝主产区之一。 湖北黄鳝集团有限公司相关负责人介绍，今年黄鳝育苗从4月中旬开始，到7月中旬结束，预计将持续3 个月。届时，数亿尾鳝宝宝将从这里游向大自然。 近年来，仙桃聚焦黄鳝产业"种、养、加、销、安"一体化发展战略，不断延伸产业链条，目前，已构 建"种、养、加、销、安"一体化、全链条发展模式，全产业链综合产值突破百亿元。2024年，"仙桃黄 鳝"区域公用品牌价值达226.71亿元，并入选国家农业品牌精品培育计划。 ...

Core Viewpoint - Shandong Taipeng Environmental Protection Materials Co., Ltd. has had its IPO application accepted by the Beijing Stock Exchange, with the underwriting by China Merchants Securities Co., Ltd. and the auditing by Rongcheng Accounting Firm [2] Company Overview - Taipeng Environmental Protection primarily engages in the research, production, and sales of various non-woven materials, including spunbond non-woven fabric, needle-punched non-woven fabric, and high-temperature filtration materials [2] - The company's products are widely used in filtration and separation, industrial materials, geotechnical and construction fields [2] Financial Performance - Revenue for the years 2022 to 2024 is projected to be CNY 337 million, CNY 328 million, and CNY 409 million respectively [2] - Net profit attributable to the parent company for the same period is expected to be CNY 31.01 million, CNY 28.68 million, and CNY 56.64 million respectively [2] - Total assets as of December 31 for 2022, 2023, and projected for 2024 are CNY 544.22 million, CNY 545.73 million, and CNY 591.54 million respectively [3] - The company’s gross profit margin is projected to increase from 22.58% in 2022 to 26.42% in 2024 [3] Shareholding Structure - Taipeng Group holds 61,287,602 shares, representing a 67.35% stake in the company, making it the controlling shareholder [3] - A group of seven individuals collectively holds 17.03% of the shares directly and 40.36% indirectly through Taipeng Group, totaling 57.39% [4] - These seven individuals have signed a concerted action agreement, confirming their status as joint actual controllers of the company [4] Management Team - Liu Jiansan serves as the chairman of the company, with extensive experience in the textile industry [6] - Dong Feng is the financial officer and board secretary, with a background in accounting and finance [7]

Core Viewpoint - The strategic cooperation between Yizheng Rural Commercial Bank and the Yizheng Nonwoven Industry Association aims to enhance the financial support for the nonwoven industry, facilitating its transformation and high-quality development [1][2]. Group 1: Strategic Cooperation - The strategic signing event was held to strengthen the linkage between banks and enterprises, injecting financial "vitality" into the nonwoven industry [1]. - The cooperation is seen as an innovative exploration of "bank-enterprise" collaboration and a significant step towards promoting high-quality development in the nonwoven industry [1][2]. Group 2: Financial Support Initiatives - Yizheng Rural Commercial Bank plans to provide customized financial services tailored to the characteristics of nonwoven enterprises, including optimizing credit processes and innovating supply chain finance [1]. - The bank aims to establish a nonwoven-themed branch and an industry exhibition hall to showcase industry culture and create a regular communication mechanism to accurately meet enterprise financing needs [1]. Group 3: Collaborative Development - The cooperation will involve collaboration with local government to build a tripartite platform, integrating policies and resources to create an ecosystem that benefits the nonwoven industry [1]. - The bank emphasizes its understanding of the local industry, market, and enterprises, aiming to continuously optimize product offerings and innovate service methods to support the transformation and high-quality development of the nonwoven industry [2].

我国长丝织造产业在"劈波斩浪"中开辟新的增长空间，正推开未来之门。 中国长丝织造协会发布的2024年长丝织造行业经济效益50强显示，2024年50强企业营业收入和利润总额 都实现了正增长。中国纺织工业联合会副会长端小平认为，我国长丝织造产业的机会在于"科技、时 尚、绿色、健康"，未来长丝织造产业增长不论是成熟产业还是新兴产业，内需是关键，国际化是机 遇，高端化、品牌化是必由之路，而原创代表未来。近日，在中国长丝织造协会三届五次理事会暨产业 发展大会上，端小平强调，我国长丝织造产业可持续发展能力强，成本控制能力将为行业开拓新的应用 领域，因此要苦练内功，现金为王，投资"技术改造+智能制造"是首选项，"一带一路"是战略选择项。 中国长丝织造协会会长王加毅表示，近年来，我国长丝织造企业产品开发意识与重视程度持续提高，长 丝织物新产品层出不穷。从单一组分到多组分，从物美价廉的常规产品到有超高附加值的多功能尖端面 料，从服用、家用到产业用，应用领域完成全面覆盖，多层次、全方位地引领消费需求。中国工业报记 者了解到，我国长丝织造行业有企业开始通过应用信息集成系统、绿色转型和供应链协同等举措，提升 内部管理效能，在市场竞争 ...

Core Points - The company announced a cash dividend of 0.3 yuan per share for its A shares, totaling 53,252,700 yuan based on a total share capital of 177,509,000 shares [1][2][3] - The profit distribution plan was approved at the annual general meeting held on May 16, 2025 [2] - Key dates include the record date on May 30, 2025, the last trading day on June 3, 2025, and the ex-dividend date also on June 3, 2025 [2] Distribution Plan - The cash dividend will be distributed to shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, after the market closes on the record date [2][3] - Shareholders who have completed designated transactions can receive their cash dividends on the distribution date, while those who have not will have their dividends held by the clearing company until they complete the necessary transactions [3][4] Taxation Details - For individual shareholders, the actual cash dividend received will be 0.3 yuan per share, with tax implications based on the holding period: 20% for holdings of 1 month or less, 10% for holdings between 1 month and 1 year, and no tax for holdings over 1 year [4][5] - Qualified Foreign Institutional Investors (QFII) will have a 10% withholding tax applied, resulting in a net dividend of 0.27 yuan per share [5] - For Hong Kong Stock Exchange investors, the same 10% withholding tax applies, leading to a net dividend of 0.27 yuan per share as well [5]

Group 1: Industry Growth and Performance - In the first quarter, the value added of the consumer goods industry increased by 5.2% year-on-year, an improvement of 0.7 percentage points compared to the previous year [1] - 12 out of 14 major categories in the consumer goods industry reported year-on-year growth in value added [3] - The production capacity of consumer goods companies has been enhanced through new equipment and technological upgrades, leading to significant production increases [2] Group 2: Financial Performance - Many consumer goods companies achieved revenue and profit growth in the first quarter, indicating strong operational performance [4] - Specific sectors such as wearable smart devices, electric bicycles, and kitchen appliances saw profit increases of 78.8%, 65.8%, and 21.7% respectively [5] Group 3: Innovation and Market Expansion - Companies are accelerating innovation to meet diverse consumer demands, with examples including AI-integrated home appliances and specialized food products [7][6] - The foreign trade sector demonstrated resilience, with significant engagement at international trade fairs and a focus on expanding market share through quick response strategies [8][9] Group 4: Government Support and Policy Initiatives - Local governments are providing financial incentives to industrial enterprises, such as cash rewards for maintaining full production [3] - Various departments are implementing policies to support technological upgrades and alleviate financial pressures on expanding companies [2]

点击注册小程序 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 风险提示： 中美贸易摩擦的风险、行业竞争加剧、原材料及能源成本波动、环保治理不达标准等风险。 发布日期： 2025-05-25 免责声明 查看完整报告 诺邦股份成立于2002年，专业从事差异化、个性化水刺非织造材料及其制品研发、生产和销售业务。公司生产 的水刺非织造材料主要应用于美容护理类、工业用材类、民用清洁类及医用材料类等四大产品领域。 2015~2024年公司收入、归母净利润CAGR分别为17.7%、2.8%。2024年公司实现收入22.4亿元，同比增长 16.8%，归母净利润9523万元，同比增长15.2%，2025Q1收入和归母净利润分别同比增长39.1%/48.6%。2024年 公司水刺非织造材料和水刺非织造材料制品收入占比分别为31.7 ...

诺邦股份 20250522 摘要 诺邦股份以技术和产品差异化竞争，业务分为常规材料（占比 30%，不 盈利）、差异化定制材料（占比 35%，毛利不一）和可生产型碳纤维材 料（占比 35%，全球领先），后者已通过美国最高生产标准认证。 代工业务由国光电器子公司承接，2024 年销售额约 14 亿元，客户包括 沃尔玛、山姆等，未来计划扩大规模并提升利润率。自有品牌"小之 家"2024 年销售额 3,000 万元，目标 2025 年 6,000 万元，拓展线上 线下渠道，向 ToC 转型。 公司未来专注于水性非织造材料特别是可生产型碳纤维材质的研发与应 用，计划投产可降解材质生产线，占比达 50%。代工业务扩大规模，提 高经营质量。自有品牌全渠道发展，打造自主品牌。 疫情后无纺布行业经历产能过剩，2024 年底供需基本平衡，但利润率 降低。水刺无纺布产能大幅增加，价格竞争激烈，但差异化产品需求推 动行业发展。诺邦股份 2024 年第三季度盈利出现拐点。 诺邦股份在水刺工艺和差异化产品研发方面领先，产品售价高于行业平 均水平。2013 年发明可冲散技术，通过美国最高标准测试，目前中国 仅诺邦实现商业化应用，具有领先优 ...

证券代码：300877 证券简称：金春股份 安徽金春无纺布股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 ☑业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场调研 □其他 | | 参与单位名称 | 全景网"投资者关系互动平台"参与金春股份 2024 年度业绩说明会的 | | 及人员姓名 | 投资者。 | | 时间 | 2025 年 5 月 9 日下午 15：00-16：00 | | 地点 | 全景网"投资者关系互动平台"（https://rs.p5w.net） | | 上市公司 | 董事、总经理：胡俊 | | 接待人员姓名 | 董事、副总经理、董事会秘书、财务总监：仰宗勇 | | | 独立董事：袁帅 | | | 公司于 2025 年 5 月 9 日 15:00—16:00，通过全景网"投资者关 | | | 系互动平台"（https://rs.p5w.net）采用网络远程文字交流形式举办 | | | 2024 年度公司业绩说明会，投资者对公司生产经营、业绩情况等方面 | ...

5月8日盘中，PTA期货主力合约震荡上行，最高上探至4548.00元。截止收盘，PTA主力合约报4546.00 元，涨幅1.97%。 PTA期货主力涨近2%，对于后市行情如何，相关机构该如何评价？ PX和PTA仍集中检修，但下游织造、加弹开工则环比下行54%、72%，5月过后聚酯开工又回落预期， PTA供需预计走弱。PTA观望过渡为主。 国信期货：PTA短期主要跟随成本波动 终端织造负荷季节性回落，但聚酯开工维持高位，下游原料刚需尚可，贸易战消息趋于缓和，关注后续 谈判进展。当前PTA装置检修较多，市场供应显著缩减，社会库存加速去化，基差走势偏强。PXN裂解 低位修复，但估值水平仍然偏低，绝对价格支撑较强，成本波动受原油影响较大。PTA短期主要跟随成 本波动，关注油价走势，建议区间逢低短多。 华联期货：PTA2509合约止损参考4350附近 供应端节后仍有装置检修，压力暂不大。需求端聚酯开工率高位维持，终端织造开工率偏弱运行，据隆 众，外贸工装订单稍有好转，不过市场对后市预期整体不佳。库存端延续去库格局。原油低位反复。总 体看PTA供需面尚可，成本驱动依旧反复。激进型投资者轻仓持多，2509合约止损参考435 ...