Core Insights - The textile fiber fabric industry is crucial for manufacturing fabrics and garments, divided into natural fiber fabrics and chemical fiber fabrics [3][5] - In 2024, China's cotton textile industry is projected to generate revenue of 1,141.86 billion yuan, accounting for 61.40% of the textile industry, while the chemical textile industry is expected to generate 247.88 billion yuan, representing 13.33% [6][8] - The development of the textile fabric industry is increasingly focused on functionality and environmental sustainability, with the application of new fibers and technologies expanding [22] Industry Definition and Classification - Textile fiber fabrics are elongated materials used for making fabrics and garments, categorized into natural fiber fabrics and chemical fiber fabrics [3] - Natural fibers are favored for their environmental friendliness and comfort, while chemical fibers are essential for their strength and durability [3] Current Development Status - The textile industry has evolved significantly since the Neolithic era, reflecting advancements in technology, art, culture, and economy [5] - The industrial revolution greatly enhanced production efficiency and quality, with cotton becoming a key textile raw material [5] - The 21st century presents new challenges and opportunities, emphasizing sustainable practices and the emergence of innovative materials like nanofibers and smart textiles [5] Industry Chain Structure - The textile fabric industry chain consists of upstream natural fibers (cotton, linen, silk, wool) and chemical fibers (polyester, nylon), midstream fabric production, and downstream applications in clothing, home textiles, and industrial textiles [10] Market Size and Growth - The market size for industrial textiles in China is projected to reach 332.44 billion yuan in 2024, with total industry output valued at 597.74 billion yuan [14] - The silk industry is expected to generate approximately 76.59 billion yuan in revenue in 2024, with a year-on-year growth of 5.75% [12] Competitive Landscape - The textile fabric industry in China is characterized by a diverse and fragmented competitive landscape, with key players including Zhejiang Xin'ao Textile Co., Ltd., Hengli Petrochemical Co., Ltd., and others [16] - Major companies are focusing on product innovation and sustainability, with significant investments in technology and brand development [18] Future Trends - The development of textile fabrics is increasingly influenced by new materials and technologies, emphasizing diversification, functionality, lightweight, and environmental sustainability [22] - The industry is expected to continue evolving to meet consumer demands for high-quality, eco-friendly products [22]

投资者关系活动类别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称及人员 姓名 线上参与华孚时尚股份有限公司 2024 年度网上业绩说明 会的投资者 时间 2025 年 5 月 9 日 15:00-17:00 地点 公 司 通 过 全 景 网 " 投 资 者 关 系 互 动 平 台 " （https://ir.p5w.net）采用网络远程的方式召开业绩说 明会 上市公司接待人员姓 名 1、董事长：孙伟挺 2、董事、总裁：陈玲芬 3、董事、财务总监：王国友 4、董事、副总裁、董事会秘书：张正 5、独立董事：刁英峰 投资者关系活动主要 内容介绍 公司就投资者在本次说明会中提出的问题进行了回 复： 1、阿克苏算力平台进展到哪方面了，能公布具体点 吗？ 尊敬的投资者，您好。新疆建筑施工受天气影响有一 定的冬休期，目前阿克苏城市公共算力平台项目土建施工 正在积极准备当中，公司会按照后续进展及时履行信息披 露义务。感谢您的关注。 2、2024 年报显示绍兴市上虞总部预计 25 年 4 月入驻， 请问现在启用了吗？该项目能为公司业绩带来什么助 力？ 尊敬的 ...

得益于合理的订单排期，在海外原材料价格全年走低的不利局面下，越南工厂的毛利率仍呈现逐级修 复。2024 年，越南百隆完成营业收入59.97 亿元，同比增长13.03%；实现净利润5.04 亿元，同比增长 299.91%。截至2024年底，越南工厂产能约占集团总产能的77%。 2024 年毛利率同比回升，净利率有所下降。公司2024 年毛利率为10.20%，同比上升1.55pct。2024 年期 间费用率为 7.05%，同比下降2.01pct，其中，销售费用率0.47%，同比-0.12pct；管理费用率3.70%，同 比-1.09pct；财务费用率1.47%，同比-0.76pct；研发费用率1.41%，同比-0.04pct。公司净利率为5.16%， 同比下降2.13pct。 投资建议：公司作为国内领先的色纺纱生产企业之一，主营业务为色纺纱的研发、生产和销售。深耕色 纺纱行业30 余年，已形成特有的"小批量、多品种、快速反应"经营模式，致力于向客户提供全系列、 多品种、质量可靠的以纯棉品种为主的色纺纱线。预测公司2025-2027 年EPS 分别为0.33 元、0.37 元、 0.40 元，对应PE 分别为14. ...