9月22日，健盛集团跌5.04%，截至发稿，报9.80元/股，成交1.13亿元，换手率3.31%，总市值33.58亿 元。 中泰星元灵活配置混合A（006567）基金经理为姜诚。 截至发稿，姜诚累计任职时间11年49天，现任基金资产总规模126.06亿元，任职期间最佳基金回报 183.22%， 任职期间最差基金回报-4.4%。 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、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从健盛集团十大流通股东角度 数据显示，中泰证券资管旗下1只基金位居健盛集团十大流通股东。中泰星元灵活配置混合A （006567）二季度持有股数962.99万股，持股数量与上期相比不变，占流通股的比例为2.73%。根据测 算，今日浮亏损失约500.76万元。 中泰星元灵活配置混合A（006567）成立日期2018年12月5日，最新规模46.45亿。今年以来收益 6.81%，同类排名6351/8244；近一年收益26.56%，同类排名5433/8066；成立以来收益183.22%。 资 ...

宏利睿智成长混合A（020267）成立日期2024年5月14日，最新规模3312.53万。今年以来收益36.86%， 同类排名1994/8244；近一年收益46.58%，同类排名3445/8066；成立以来收益40.73%。 宏利睿智成长混合A（020267）基金经理为孟杰。 9月22日，健盛集团跌5.04%，截至发稿，报9.80元/股，成交1.13亿元，换手率3.31%，总市值33.58亿 元。 资料显示，浙江健盛集团股份有限公司位于浙江省杭州市萧山经济开发区金一路111号，成立日期1993 年12月6日，上市日期2015年1月27日，公司主营业务涉及针织运动服饰的生产制造。主营业务收入构成 为：针织运动棉袜60.61%，无缝运动服饰22.97%，针织休闲棉袜11.02%，无缝休闲服饰2.71%，家居服 饰及其他1.50%，其他(补充)1.19%。 从基金十大重仓股角度 数据显示，宏利基金旗下1只基金重仓健盛集团。宏利睿智成长混合A（020267）二季度持有股数23.28 万股，与上期相比持股数量不变，占基金净值比例为4.31%，位居第七大重仓股。根据测算，今日浮亏 损失约12.11万元。 截至发稿，孟杰累 ...

转自：前瞻产业研究院 从中国运动服龙头企业健盛集团运动服产品(无缝运动服饰)的成本结构来看，2019-2024年，直接材料的占比 波动下滑，从54.9%降至49%，运动服生产受原材料价格波动影响较大，但占比有所下滑;直接人工费用占比 整体呈上涨趋势，从2019年的23.6%波动增至2024年的27.6%;制造费用在22.5%至28%范围内波动。 行业主要上市公司：探路者(300005.SZ)、泰慕士(001234.SZ)、嘉麟杰(002486.SZ)、三夫户外(002780.SZ)、 安踏体育(2020.HK)、李宁(2331.HK)、特步国际(1368.HK)、361度(1361.HK)等 本文核心数据：运动服行业企业成本构成;价格传导机制;运动服行业价值链 1、运动服生产中，原材料是最大的成本构成，但近年来占比波动下滑 前瞻统计了中国运动服行业中，两家竞争力较强的上市公司运动服生产成本数据，可以看出，运动服的原材 料成本较高，2024年，健盛集团的无缝运动服饰原材料成本占比49.01%，针织运动棉袜原材料占比 58.97%，嘉麟杰的纺织服装原材料成本占比达79.8%;人工成本是第二大成本支出，在10%至3 ...

Group 1 - The Zhejiang Jian Sheng Group has been focusing on the sock and seamless sportswear manufacturing sector for many years, while Zhejiang Saifang Textile Co., Ltd. specializes in the research, production, and sales of multifunctional composite fabrics and home textile products [1] - The local government encourages companies to respond calmly to uncertainties in the international economic and trade environment, enhance development confidence, and strengthen technological research and brand leadership [1] - Emphasis is placed on expanding domestic and international market channels, improving companies' risk resistance capabilities, and enhancing competitiveness [1] Group 2 - The government aims to leverage the advantages of government, enterprises, village collectives, and villagers to deepen the collaborative development of "science and technology innovation + agricultural innovation" [2] - There is a focus on protecting and utilizing historical resources to revitalize old streets and enhance the commercial appeal of ancient villages [2] - The importance of innovation in consumer experiences and creating consumption hotspots to better empower rural revitalization is highlighted [2]

Investment Rating - The report maintains a "Buy" rating for the company with a target price not specified [5] Core Views - The company is expected to experience a seamless business transition in 2025, with a focus on improving operational efficiency and profitability through various strategic initiatives [2][3] - The company's revenue for 2024 is projected to be 2.6 billion, representing a 13% increase, while the net profit is expected to reach 330 million, a 20% increase [1][4] - The report highlights the strong demand for cotton socks and the potential recovery of the seamless apparel segment, driven by improved orders and overseas production capacity [3] Financial Performance Summary - For Q4 2024, the company reported revenue of 650 million, a 4% year-on-year increase, and a net profit of 60 million, a 12% decrease [1] - The revenue breakdown for 2024 includes 300 million from knitted casual cotton socks (4% increase), 1.6 billion from knitted sports cotton socks (19% increase), and 600 million from seamless sports apparel (17% increase) [1] - The company anticipates EPS of 1.06, 1.20, and 1.39 for 2025-2027, with corresponding P/E ratios of 10, 9, and 7 [3][4] Strategic Focus Areas - The company plans to enhance its management system, focusing on operational efficiency and cost control to achieve new profit breakthroughs [2] - There is a commitment to expanding the sales team to capture new customers and increase market share, particularly in the seamless apparel segment [2] - The production team will concentrate on improving efficiency and quality control to ensure product competitiveness [2]