全链路布局 与部分企业选择单点试水AI应用不同，歌力思选择了全链路布局路径。对此，夏国新解释，这一决策 源于对AI技术特性的判断："在底层模型能力快速提升的背景下，AI结合企业沉淀的数据，可形成各类 垂类智能体，全链路协同释放最大的价值。" 他表示，AI对歌力思而言绝非简单的效率提升工具，而是驱动未来增长的战略核心。公司已成立由他 挂帅的AI领导小组，自上而下推动AI在设计、供应链、商品管理、品牌运营等全链路的深度融合，目 标是构建"以AI赋能品牌DNA"的长期能力。 以AI驱动未来增长 作为A股高端时装行业的领军企业，歌力思自1996年成立以来一直深耕品牌时装的设计研发、生产和销 售。如今，经过30年的发展，公司旗下品牌涵盖中国高端时装品牌ELLASSAY、德国高端女装品牌 Laurèl、法国设计师品牌IRO、英国当代时尚品牌self-portrait以及加拿大功能性羽绒服品牌Nobis，形成 了包含通勤、社交、休闲、商务等多属性的品牌矩阵，覆盖不同细分市场需求。 在夏国新看来，公司积极拥抱AI应用，并不是心血来潮，而是基于长期的行业深耕和战略研判做出的 选择。公司深刻认识到AI技术的巨大潜力，并将其视为驱 ...

在人工智能浪潮席卷各行各业的当下，高端时尚品牌如何拥抱技术变革，成为行业关注的焦点。近日， 国内高端时装领军企业歌力思（603808）董事长夏国新接受了中国证券报记者专访，首次系统阐述了公 司的AI应用战略。 他表示，AI对歌力思而言绝非简单的效率提升工具，而是驱动未来增长的战略核心。公司已成立由他 挂帅的AI领导小组，自上而下推动AI在设计、供应链、商品管理、品牌运营等全链路的深度融合，目 标是构建"以AI赋能品牌DNA"的长期能力。 以AI驱动未来增长 作为A股高端时装行业的领军企业，歌力思自1996年成立以来一直深耕品牌时装的设计研发、生产和销 售。如今，经过30年的发展，公司旗下品牌涵盖中国高端时装品牌ELLASSAY、德国高端女装品牌 Laurèl、法国设计师品牌IRO、英国当代时尚品牌self-portrait以及加拿大功能性羽绒服品牌Nobis，形成 了包含通勤、社交、休闲、商务等多属性的品牌矩阵，覆盖不同细分市场需求。 在夏国新看来，公司积极拥抱AI应用，并不是心血来潮，而是基于长期的行业深耕和战略研判做出的 选择。公司深刻认识到AI技术的巨大潜力，并将其视为驱动未来增长的战略核心。 "202 ...

● 本报记者 齐金钊 在人工智能浪潮席卷各行各业的当下，高端时尚品牌如何拥抱技术变革，成为行业关注的焦点。近日， 国内高端时装领军企业歌力思董事长夏国新接受了中国证券报记者专访，首次系统阐述了公司的AI应 用战略。 他表示，AI对歌力思而言绝非简单的效率提升工具，而是驱动未来增长的战略核心。公司已成立由他 挂帅的AI领导小组，自上而下推动AI在设计、供应链、商品管理、品牌运营等全链路的深度融合，目 标是构建"以AI赋能品牌DNA"的长期能力。 以AI驱动未来增长 作为A股高端时装行业的领军企业，歌力思自1996年成立以来一直深耕品牌时装的设计研发、生产和销 售。如今，经过30年的发展，公司旗下品牌涵盖中国高端时装品牌ELLASSAY、德国高端女装品牌 Laurèl、法国设计师品牌IRO、英国当代时尚品牌self-portrait以及加拿大功能性羽绒服品牌Nobis，形成 了包含通勤、社交、休闲、商务等多属性的品牌矩阵，覆盖不同细分市场需求。 在夏国新看来，公司积极拥抱AI应用，并不是心血来潮，而是基于长期的行业深耕和战略研判做出的 选择。公司深刻认识到AI技术的巨大潜力，并将其视为驱动未来增长的战略核心。 " ...

Core Insights - The company achieved a revenue of 2.019 billion yuan in the first three quarters of 2025, with a year-on-year growth of 2.4% on a comparable basis, while net profit attributable to shareholders surged by 427.3% to 114 million yuan [1] - The company is focusing on AI technology to enhance operational efficiency, establishing an AI leadership group and promoting the use of AI tools in design, supply chain management, and marketing [1] - The domestic market saw a comparable revenue growth of approximately 6.0% in the first three quarters, with a notable 8.6% increase in the third quarter [2] Group 1 - The company’s chairman emphasized the importance of AI in improving management efficiency and has initiated various AI-related projects [1] - The company is implementing cost-reduction measures for its overseas brand IRO, which has shown gradual profit improvement in the first three quarters [2] - The main brand ELLASSAY outperformed the domestic mid-to-high-end women's wear sector with a growth of 4.6% [2] Group 2 - The international brands self-portrait, Laurèl, and IRO in China achieved year-on-year growth rates of 16.8%, 12.4%, and 3.1% respectively [2] - The company aims to become a globally competitive high-end fashion brand group, focusing on brand differentiation through investments, acquisitions, and partnerships [2]

Core Viewpoint - Geli Si (歌力思) has been awarded the "Supply Chain Influence Award" for its outstanding practices in Environmental, Social, and Governance (ESG) areas, highlighting its commitment to sustainable development and responsible corporate governance [1][4]. Group 1: ESG Practices - The award aims to recognize companies that excel in environmental sustainability, social responsibility, and corporate governance, promoting the integration of economic efficiency and social responsibility [1]. - Geli Si emphasizes sustainable development throughout its operations, providing high-quality, personalized fashion products while maintaining a diverse product matrix [4]. Group 2: Supply Chain Management - The company has established a comprehensive supplier management system, ensuring the safety and stability of its supply chain through strict supplier admission, assessment, and exit mechanisms [4]. - Geli Si utilizes digital management tools to enhance supplier management and evaluation, achieving refined supply chain management [4][5]. - Close collaboration with suppliers has led to stable raw material supply and cost optimization, significantly improving supply chain responsiveness and efficiency [4]. Group 3: Green Supply Chain Initiatives - Geli Si actively promotes sustainable practices by encouraging suppliers to use eco-friendly materials and optimize production processes, thereby reducing carbon emissions [5]. - The company has partnered with low-impact fabric suppliers to facilitate the transition to a low-carbon supply chain [5]. - Geli Si advocates for the reuse of inventory fabrics, which not only reduces procurement quantities but also minimizes environmental impact [5]. Group 4: Employee Welfare and Social Responsibility - The company protects employees' legal rights and provides safe working conditions, while also focusing on their comprehensive development through training and innovation initiatives [6]. - Geli Si participates in public welfare by donating funds to educational institutions, supporting the development of education [6]. - The company aims to enhance supply chain competitiveness and sustainability while creating value for consumers and contributing to society [6].