截至6月30日，嘉曼服饰股东户数1.23万，较上期增加9.51%；人均流通股3742股，较上期增加9.53%。 2025年1月-6月，嘉曼服饰实现营业收入4.97亿元，同比增长3.51%；归母净利润6405.08万元，同比减少 30.65%。 分红方面，嘉曼服饰A股上市后累计派现1.99亿元。 机构持仓方面，截止2025年6月30日，嘉曼服饰十大流通股东中，诺安多策略混合A（320016）位居第 四大流通股东，持股55.51万股，为新进股东。华商领先企业混合（630001）退出十大流通股东之列。 责任编辑：小浪快报 10月10日，嘉曼服饰涨0.91%，成交额3972.86万元。两融数据显示，当日嘉曼服饰获融资买入额277.10 万元，融资偿还1577.71万元，融资净买入-1300.61万元。截至10月10日，嘉曼服饰融资融券余额合计 1.75亿元。 融资方面，嘉曼服饰当日融资买入277.10万元。当前融资余额1.75亿元，占流通市值的17.84%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，嘉曼服饰10月10日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券 ...

今年以来，A股公司赴港上市持续升温。据统计，截至目前，年内已有11家A股公司陆续在港股上市， A+H公司总数增至161家，另有逾50家A股公司正排队。"国民男装"海澜之家就在前几日发布了公告， 计划在港股上市，公司与中介机构已经就各项筹备事宜展开磋商。 从A股到港股，企业之所以选择重新上市，主要目的在于全球化战略布局，海澜之家也是如此。当海澜 之家在国内市场的多元化尝试与努力，最终反映在冰冷的业绩数据，出海成了其不得不加快进程的一条 出路。 这又何尝不是我国几乎所有服装品牌的共同选择？就连首选地，都一致地选在了同一个地方——东南 亚。东南亚各国庞大的人口基数、经济的起飞以及与我们相似的体貌特征，让这片市场看起来潜藏着巨 大的商业机遇。但国产品牌扎堆东南亚，带来的未必是"降维打击"。 东南亚的购物中心，挤满中国品牌 2017年，海澜之家在马来西亚的吉隆坡开出第一家门店，这家门店比邻优衣库、Zara和H&M，虽然相 比于它们，海澜之家算是后来者，但其扩张速度可不落后。 截至今年1月，海澜之家在马来西亚开出了50家门店，而且几乎都是在核心城市的顶级购物中心，放大 到整个东南亚市场，根据Google Maps及品牌所 ...

面对全球产业链重构与消费升级的新局面，佛山纺织服装产业正开启一场深刻的自我革新。近日，佛 山市纺织服装产业协同创新发展大会在禅城区佛山针织创新大厦举行，政府、协会、企业、院校、平 台机构等各方代表齐聚一堂，共同探索佛山纺织服装产业转型升级的新路径、新动能。从政府主导 的"织梦行动"协同机制，到科技与品牌双轮驱动的价值突围，再到"禅城优品"与"追梦合伙人"构建的产 业新生态，佛山这座制造业大市正在用全链条协同创新，描绘传统产业高质量发展的新画卷。 从"单打独斗"到"织梦协同"：一场千亿产业的"组织变革" 会上发布的《织梦行动——佛山市禅城区纺织服装产业全链条协同创新行动方案》(以下简称《行动方 案》)，首次在市级层面系统设计全链条协同机制，《行动方案》包含"织梦创工场""织梦魔力营""织梦 秀舞台""织梦能量池"四大板块，重点推动创新研发、人工智能、创意设计、品牌营销、秀场展贸等14 项重点任务，推动纺织服装产业全链条协同创新。 根据《行动方案》设立的目标，力争到2027年，实现纺织服装规上工业总产值跨越200亿元大关，限上 批零营业收入跨越250亿元大关，新认定纺织服装产业高新技术企业超5家，累计引育纺织服装 ...

Core Insights - Semir Apparel is experiencing a "revenue growth without profit increase" scenario, with a slight revenue increase but a significant decline in net profit, indicating operational challenges [1][2] - The company's heavy reliance on children's clothing as a primary revenue source poses sustainability risks, especially as the main leisurewear brand faces downward pressure [1][3] Revenue and Profitability - In the first half of 2025, Semir Apparel achieved a revenue of 6.149 billion yuan, a year-on-year increase of 3.26%, while net profit fell to 325 million yuan, a decline of 41.17% [1][2] - The increase in sales expenses, driven by efforts to expand direct sales channels and enhance online marketing, has significantly eroded profit margins [2] Inventory Management and Business Structure - The company faces challenges in inventory management, with a slowdown in inventory turnover and increased inventory levels indicating a mismatch between sales speed and procurement [3] - The dependency on the children's clothing segment has risen, contributing approximately 70% of total revenue, while the leisurewear segment's share has decreased [3] - High online return rates, approaching 50%, are impacting user experience and operational efficiency [3] Strategic Responses - Semir Apparel is seeking breakthroughs through channel optimization and refined operations, with plans to increase investment in direct sales channels and enhance online-offline integration [3] - The company aims to strengthen cost control in the second half of the year while balancing short-term performance with long-term strategic investments [3]

Group 1 - The core viewpoint of the article highlights the successful integration of All Cotton Era's official flagship store with Taobao Flash Purchase, enabling rapid delivery of over 400 products within a 3-kilometer radius from physical stores [1][2] - All Cotton Era has connected 229 offline stores to Taobao Flash Purchase, covering 57 cities, with plans to add 91 more stores by the end of September, bringing the total to 320 [1] - The product categories available through Flash Purchase have achieved full coverage, with textile products accounting for 70% of sales, indicating strong demand in this segment [1] Group 2 - Since joining Taobao Flash Purchase, the sales of the 229 stores have increased by over 1300% year-on-year, with monthly order volume rising from 500 to 2000, reflecting a 300% month-on-month growth [1] - The company has made strategic adjustments to adapt to the instant retail trend, expanding product categories to include household cleaning, sanitary napkins, and travel essentials to meet diverse consumer needs [2] - Alibaba's CEO of China e-commerce, Jiang Fan, mentioned that integrating offline stores into Taobao Flash Purchase will enhance the shopping experience and is expected to generate an additional 1 trillion yuan in transactions over the next three years [2]

资料显示，北京嘉曼服饰股份有限公司位于北京市石景山区古城西街26号院1号楼801，成立日期1992年 9月16日，上市日期2022年9月9日，公司主营业务涉及童装的研发设计、品牌运营与推广、直营与加盟 销售。主营业务收入构成为：外套38.96%，上衣37.07%，裤子16.04%，裙子6.02%，其他业务收入 1.18%，其他0.61%，家居服0.12%。 从嘉曼服饰十大流通股东角度 数据显示，诺安基金旗下1只基金位居嘉曼服饰十大流通股东。诺安多策略混合A（320016）二季度新 进十大流通股东，持有股数55.51万股，占流通股的比例为1.21%。根据测算，今日浮盈赚取约61.62万 元。 9月24日，嘉曼服饰涨5.14%，截至发稿，报22.70元/股，成交9234.92万元，换手率9.11%，总市值29.42 亿元。 诺安多策略混合A（320016）基金经理为孔宪政、王海畅。 截至发稿，孔宪政累计任职时间4年303天，现任基金资产总规模46.07亿元，任职期间最佳基金回报 71.81%， 任职期间最差基金回报-16.74%。 王海畅累计任职时间3年65天，现任基金资产总规模25.29亿元，任职期间最佳基金回 ...

Core Viewpoint - The article discusses the impact of Typhoon "Haikashan" on the manufacturing sector in Dongguan, Guangdong, highlighting the measures taken by companies to mitigate production disruptions and maintain supply chain efficiency during extreme weather conditions [1]. Group 1: Company Responses to Typhoon - Dongguan's manufacturing companies implemented emergency measures, including halting production and coordinating logistics to minimize losses during the typhoon [1]. - Guangdong Juan Shu Technology Co., Ltd. managed to produce 3,000 AI Bluetooth earphones before the typhoon hit, ensuring timely delivery to the domestic market [3]. - The company has established sales channels on e-commerce platforms and is enhancing its cloud warehouse strategy to improve delivery efficiency during adverse weather [5]. Group 2: Coordination and Production Planning - Dongguan Kanda Toy Gifts Co., Ltd. prioritized employee safety while coordinating production plans to fulfill orders for the National Games and other domestic and foreign orders [7]. - The company communicated with e-commerce platforms to extend delivery deadlines to avoid penalties due to typhoon-related delays [9]. - Dongguan Tingyuxuan Clothing Co., Ltd. activated its emergency response mechanism, ensuring safety checks and preparing for production resumption post-typhoon [10][11].

Core Viewpoint - The super typhoon "Haikashan" poses significant challenges to the global supply chain, particularly affecting manufacturing operations in Dongguan, Guangdong, as companies implement emergency measures to mitigate production disruptions during the critical Christmas order season [1][2]. Group 1: Company Responses - Dongguan's manufacturing enterprises, including Guangdong Juan Shu Technology Co., are activating disaster response mechanisms, coordinating production schedules, and utilizing cloud warehouses to minimize losses from the typhoon [1][2]. - Juan Shu Technology, a prominent audio brand supplier, has developed new earphones for the domestic market and established sales channels on platforms like JD, Tmall, and Douyin, ensuring limited impact from the typhoon due to proactive production scheduling [2][3]. - The company has extended shipping times from 24 hours to 48 hours on e-commerce platforms to manage customer expectations during the typhoon, while also planning to establish cloud warehouses in major cities to enhance logistics efficiency [3]. Group 2: Industry Impact - Dongguan Kangda Toy Gift Co., a veteran in the toy industry, is prioritizing employee safety while managing production schedules for significant orders, including those for the National Games [4][5]. - The company has communicated with e-commerce platforms to delay delivery deadlines until after the typhoon, thereby avoiding penalties for late shipments [5]. - In the garment sector, Dongguan Tingyuxuan Clothing Co. has initiated emergency measures, ensuring safety checks and preparing for a brief production halt while maintaining communication with clients regarding delivery adjustments [6].

Investment Rating - The report maintains a positive outlook on the textile and apparel industry, particularly highlighting the potential in the sports sector due to recent policy support for sports events [3][10]. Core Insights - The textile and apparel sector underperformed the market, with the SW textile and apparel index declining by 0.3% from September 15 to September 19, 2025, while the SW apparel and home textiles index rose by 0.7% [3][4]. - Recent industry data indicates that from January to August 2025, the total retail sales of clothing, shoes, and textiles reached 940 billion yuan, reflecting a year-on-year growth of 2.9% [3][21]. - The report emphasizes the importance of domestic demand recovery as a key investment theme for 2025, with a focus on quality domestic brands that are expected to rebound from current challenges [3][11]. Summary by Sections Textile Sector - Vietnam's textile and footwear exports fell in August, with a decline of 4.8% and 3.9% respectively, attributed to preemptive order completions to avoid tariff increases [9]. - The report suggests focusing on high-quality manufacturers with diversified global production capacities [9]. - The cotton price index in China was reported at 15,200 yuan per ton, down 0.3% week-on-week, while international cotton prices showed slight increases [34]. Apparel Sector - The government has introduced policies to boost service consumption, particularly in sports events, which is expected to enhance the performance of the sports apparel segment [10][11]. - The report highlights the potential for new consumption growth points through the integration of sports events with tourism and local commerce [10][11]. - Retail innovation is accelerating, with brands like Anta and 361 Degrees expanding their store formats to capture new consumer trends [11]. Key Recommendations - The report recommends investing in outdoor sports brands such as Anta, Li Ning, and 361 Degrees, as well as discount retailers like Hailan Home [3][11]. - It also suggests monitoring companies involved in the non-woven fabric supply chain, particularly Nobon and Jeya, which are expected to benefit from market recovery [9].

一提到跨境电商，浮现在大家脑海里的地域第一位一定是深圳，再者就是江浙沪，大家很少会觉得内陆会有跨境电商这个产业，不过事实也是如此，在深 圳、上海可以遍地都是跨境电商相关的岗位，而在内陆甚至都没听说过跨境电商这个职业，就拿安徽合肥来说，你可以找到不计其数的传统工业品牌，但 是想要找到一个在海外发展的品牌很难。 但终归会有那么几个寻找创新的人在，今天的主人公——邓奇，安徽宣城人，他在自己的老家，把自己的品牌服装卖出了国门！ 中间是邓奇 时间回到2020年。邓奇从广州的服装厂辞职，拎着行李回到宣城。干了十年服装外贸，又做过速卖通运营，他觉得自己能在老家闯出一条新路。 可一落地就遇冷。注册公司时，邻居们七嘴八舌："卖衣服给外国人？还得跑海关吧？""咱这小地方能搞跨境吗？" 更现实的是，没有订单，资金有限。他白天跑浙江柯桥找面料，晚上琢磨韩国平台的尺码表。出租屋里支着一台电脑，就是他的"办公室"。那段时间，他 最大的感受就是——孤军奋战。没人理解，也没人能给他经验。 他最初试水童装，但销量惨淡，差点放弃。身边人劝他"去广州再找个班，别折腾了"。 在最迷茫的时候，他在一个同行群里听到江西卖家说："男装T恤最近订单翻倍。" ...