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）三季度持有股数962.99万股，持股数量与上期相比不变，占流通股的比例为2.81%。根据测 算，今日浮盈赚取约635.58万元。 11月6日，健盛集团涨5.18%，截至发稿，报13.41元/股，成交9757.41万元，换手率2.16%，总市值45.95 亿元。 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42.78亿。今年以来收益 6.89%，同类排名6370/8149；近一年收益6.49%，同类排名6144/8053；成立以来收益183.45%。 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%。 中泰星元灵活配置混合A（006567）基金经理为姜诚。 从健盛集团十大流通股东 ...

Core Viewpoint - Jian Sheng Group's stock has shown a positive trend with a year-to-date increase of 4.76% and a significant rise of 17.27% over the past 60 days, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Jian Sheng Group reported a revenue of 1.171 billion yuan, reflecting a year-on-year growth of 0.19%. However, the net profit attributable to shareholders decreased by 14.46% to 142 million yuan [2]. - Cumulatively, since its A-share listing, Jian Sheng Group has distributed a total of 990 million yuan in dividends, with 600 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Jian Sheng Group was 12,500, a decrease of 3.53% from the previous period. The average number of circulating shares per shareholder increased by 3.66% to 28,320 shares [2]. Stock Market Activity - On October 17, Jian Sheng Group's stock price reached 10.70 yuan per share, with a trading volume of 36.80 million yuan and a turnover rate of 1.02%. The total market capitalization stood at 3.666 billion yuan [1]. - The stock experienced a net inflow of 4,135 yuan from major funds, with significant buying activity from large orders [1].

10月15日，健盛集团盘中上涨2.08%，截至10:00，报10.31元/股，成交2155.95万元，换手率0.62%，总 市值35.33亿元。 资金流向方面，主力资金净流入261.84万元，特大单买入312.93万元，占比14.51%，卖出104.55万元， 占比4.85%；大单买入433.91万元，占比20.13%，卖出380.45万元，占比17.65%。 机构持仓方面，截止2025年6月30日，健盛集团十大流通股东中，中泰星元灵活配置混合A（006567） 位居第四大流通股东，持股962.99万股，持股数量较上期不变。 责任编辑：小浪快报 健盛集团今年以来股价涨0.94%，近5个交易日涨3.51%，近20日涨4.56%，近60日涨13.50%。 截至6月30日，健盛集团股东户数1.25万，较上期减少3.53%；人均流通股28320股，较上期增加3.66%。 2025年1月-6月，健盛集团实现营业收入11.71亿元，同比增长0.19%；归母净利润1.42亿元，同比减少 14.46%。 分红方面，健盛集团A股上市后累计派现9.90亿元。近三年，累计派现6.00亿元。 资料显示，浙江健盛集团股份有限公司位于浙 ...

分红方面，健盛集团A股上市后累计派现9.90亿元。近三年，累计派现6.00亿元。 健盛集团今年以来股价跌2.49%，近5个交易日涨1.01%，近20日涨5.06%，近60日涨9.76%。 截至6月30日，健盛集团股东户数1.25万，较上期减少3.53%；人均流通股28320股，较上期增加3.66%。 2025年1月-6月，健盛集团实现营业收入11.71亿元，同比增长0.19%；归母净利润1.42亿元，同比减少 14.46%。 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%。 9月29日，健盛集团盘中上涨2.05%，截至11:21，报9.96元/股，成交3121.02万元，换手率0.93%，总市 值34.13亿元。 健盛集团所属申万行业为：纺织服饰-纺织制造-棉纺。所属概念板块包括：电子商务、小盘、体育产 ...

Group 1 - The core point of the news is that Jian Sheng Group's stock price dropped by 5.04% to 9.80 CNY per share, with a trading volume of 113 million CNY and a turnover rate of 3.31%, resulting in a total market capitalization of 3.358 billion CNY [1] - Jian Sheng Group, established on December 6, 1993, and listed on January 27, 2015, is located in Xiaoshan Economic Development Zone, Hangzhou, Zhejiang Province. The company specializes in the production of knitted sports apparel [1] - The revenue composition of Jian Sheng Group includes knitted sports cotton socks (60.61%), seamless sports apparel (22.97%), knitted casual cotton socks (11.02%), seamless casual apparel (2.71%), homewear and others (1.50%), and other supplementary items (1.19%) [1] Group 2 - Among the top ten circulating shareholders of Jian Sheng Group, a fund under Zhongtai Securities Asset Management holds 9.6299 million shares, unchanged from the previous period, representing 2.73% of the circulating shares. The estimated floating loss today is approximately 5.0076 million CNY [2] - Zhongtai Xingyuan Flexible Allocation Mixed A (006567), established on December 5, 2018, has a latest scale of 4.645 billion CNY. Year-to-date return is 6.81%, ranking 6351 out of 8244 in its category; the one-year return is 26.56%, ranking 5433 out of 8066; and since inception, the return is 183.22% [2] Group 3 - The fund manager of Zhongtai Xingyuan Flexible Allocation Mixed A (006567) is Jiang Cheng, who has a cumulative tenure of 11 years and 49 days. The total asset scale of the fund is 12.606 billion CNY, with the best fund return during his tenure being 183.22% and the worst being -4.4% [3]

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 ...

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]