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托育政策落地 母婴消费新蓝海正崛起
Xiao Fei Ri Bao Wang· 2025-08-26 03:05
眼下,新的入托季、入学季正在开启,与以往不同的是,今年秋季学期起,公办幼儿园学前一年在园儿 童保育教育费将被免除。具体来说,根据政策,0—3岁婴幼儿家庭每孩每年可领取3600元育儿补贴,3 —6岁儿童则可享受学前一年免费教育。对于无数正在为孩子成长而付出心血的父母来说,这不仅是切 实的经济支持,更是一种安心和信心的注入。而从消费角度来看,这些政策有望成为撬动母婴消费与相 关产业升级的关键杠杆,释放出"母婴经济"的巨大潜力。 母婴消费一直被认为是育儿家庭支出中最刚性的领域。奶粉、纸尿裤、婴儿车、安全座椅、儿童服装、 早教课程……这些都关系到孩子的健康成长。中研普华发布的报告显示,2023年中国母婴市场规模已达 4.2万亿元,预计2025年将突破5万亿元,年复合增长率约9.3%。 但与此同时,高企的育儿成本却限制了家庭的消费潜能。以奶粉为例,一线品牌配方奶粉的价格每罐在 300元至400元之间,婴幼儿每月开销动辄千元以上。加上纸尿裤、营养品、亲子教育等支出,育儿家庭 每年平均在0—6岁孩子身上的花费常常突破3万元。对于普通家庭而言,这无疑是沉重的负担。如今, 每年3600元的补贴能够覆盖一部分育儿家庭纸尿裤或婴儿 ...
泰慕士上半年营收3.80亿元同比降16.34%,归母净利润2971.40万元同比降43.69%,毛利率下降3.45个百分点
Xin Lang Cai Jing· 2025-08-22 10:55
8月22日,泰慕士发布2025年半年报。报告显示,公司上半年营业收入为3.80亿元,同比下降16.34%; 归母净利润为2971.40万元,同比下降43.69%;扣非归母净利润为2431.14万元,同比下降46.19%;基本 每股收益0.27元。 筹码集中度方面,截至2025年上半年末,公司股东总户数为1.09万户,较一季度末增加了2499户,增幅 29.78%;户均持股市值由一季度末的23.34万元下降至21.53万元,降幅为7.77%。 资料显示,江苏泰慕士针纺科技股份有限公司位于江苏省如皋市城北街道仁寿路益寿路666号,成立日 期1992年8月26日,上市日期2022年1月11日,公司主营业务涉及针织面料与针织服装的研发、生产和销 售。主营业务收入构成为:运动服装39.52%,儿童服装35.36%,休闲服装22.29%,面料2.49%,其他 0.34%。 泰慕士所属申万行业为:纺织服饰-服装家纺-运动服装。所属概念板块包括:微盘股、多胎概念、小 盘、体育产业等。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的 ...
361度(01361):线上业务高增,扣除拨备、其他收益影响后净利增14.5%
HUAXI Securities· 2025-08-12 13:55
Investment Rating - The investment rating for the company is "Buy" [1] Core Views - The company reported a revenue of 5.8 billion yuan and a net profit attributable to shareholders of 868 million yuan for the first half of 2025, representing year-on-year growth of 11.0% and 8.6% respectively. After deducting impairment losses, other income, and investment income, the net profit attributable to shareholders was 718 million yuan, reflecting a year-on-year increase of 14.5% [2] - The company plans to distribute an interim dividend of 0.204 HKD per share, with a payout ratio of 45%, corresponding to a dividend yield of 6.5% [2] Revenue and Profit Analysis - The company's main brand, children's clothing, international, and e-commerce segments all experienced growth. Offline retail revenue remained stable at 3.888 billion yuan, with a slight decrease in store count by 0.7%. The e-commerce segment saw a significant increase in revenue of 45.0% to 1.817 billion yuan [3] - The main brand's revenue was 4.356 billion yuan, up 10.7%, while the children's brand revenue grew by 11.4% to 1.261 billion yuan. The international business line generated 88 million yuan, a year-on-year increase of 19.7% [3] - The average selling prices for various product categories showed mixed results, with footwear prices increasing by 5.2% and children's clothing prices decreasing by 6.3% [3] Margin and Cost Analysis - The gross margin improved to 41.5%, a year-on-year increase of 0.2 percentage points, while the net margin decreased to 15.0%, down 0.4 percentage points. This was primarily due to a decrease in the proportion of other income and an increase in selling expense ratios [4] - The company experienced a decline in inventory levels, with inventory at 1.888 billion yuan, a year-on-year increase of 29.6% but a quarter-on-quarter decrease of 10.5% [5] Investment Recommendations - The company is expected to benefit from the trend of consumer downgrade, particularly in the running shoe segment, with new product launches anticipated to drive sales. The expansion of the super brand store format is also expected to enhance overall store performance [6] - Revenue forecasts for 2025, 2026, and 2027 are projected at 11.616 billion yuan, 13.353 billion yuan, and 15.317 billion yuan respectively, with net profits of 1.394 billion yuan, 1.630 billion yuan, and 1.873 billion yuan respectively [6] - The estimated earnings per share for 2025, 2026, and 2027 are 0.67 yuan, 0.79 yuan, and 0.91 yuan respectively, with corresponding price-to-earnings ratios of 8.5, 7.3, and 6.3 [6]
英国国家统计局:今年,水费和污水处理费以及车辆消费税也大幅上涨,这些因素共同将总体通胀率推至去年年初以来的最高水平。不过,机动车燃料有所下降,服装价格因儿童服装及女鞋的大幅折扣也有所下降,部分抵消了上述因素的影响。
news flash· 2025-05-21 06:08
Group 1 - The overall inflation rate in the UK has reached its highest level since early last year, driven by significant increases in water and sewage charges as well as vehicle excise duty [1] - Despite the rise in these costs, there has been a decrease in motor fuel prices and clothing prices, particularly due to substantial discounts on children's clothing and women's shoes, which partially offset the inflationary pressures [1]
【抓四稳 勇担当 】出口增长10.3% 1-4月江苏外贸交出超预期“韧性答卷”
Yang Zi Wan Bao Wang· 2025-05-18 10:47
Core Viewpoint - Jiangsu's foreign trade has shown resilience and growth despite external challenges, with a total import and export value of 1.85 trillion yuan in the first four months of the year, marking a 5.7% increase year-on-year, and a 10.3% increase in exports [1][17]. Group 1: Trade Performance - In the first four months of 2023, Jiangsu's total goods trade value reached 1.85 trillion yuan, reflecting a year-on-year growth of 5.7% [1]. - Exports from Jiangsu increased by 10.3% during the same period, indicating a robust performance amidst external pressures [1]. Group 2: Business Adaptation - Many foreign trade companies in Jiangsu are ramping up production and fulfilling orders as trade with the U.S. resumes [3]. - Jiangsu Huaten Personal Care Products Co. has received new orders from U.S. clients, signaling a recovery in trade relationships [5]. - Companies are diversifying their markets and integrating digital marketing strategies to navigate uncertainties [7]. Group 3: Government Support - The Jiangsu government has implemented supportive policies to assist businesses, including the establishment of foreign trade work teams to address companies' needs [13]. - A cross-border e-commerce service platform has been developed to provide comprehensive support for companies looking to expand internationally [15]. Group 4: Market Opportunities - Jiangsu's cross-border e-commerce platforms saw a 63.8% year-on-year increase in imports and exports from January to April [11]. - Trade fairs and events have been organized to connect businesses with potential partners, resulting in significant order signings, such as over 400 million yuan at a recent home textile product fair [11].