分红方面，盛泰集团A股上市后累计派现3.13亿元。近三年，累计派现1.93亿元。 责任编辑：小浪快报 资料显示，盛泰智造集团股份有限公司位于浙江省嵊州经济开发区城东区，成立日期2007年5月25日， 上市日期2021年10月27日，公司主营业务涉及纺织面料及成衣的生产与销售。主营业务收入构成为：成 衣62.05%，面料25.88%，其他(补充)7.10%，纱线4.62%，其他0.34%。 盛泰集团所属申万行业为：纺织服饰-服装家纺-非运动服装。所属概念板块包括：小盘、增持回购等。 截至6月30日，盛泰集团股东户数1.57万，较上期增加29.80%；人均流通股35325股，较上期减少 22.96%。2025年1月-6月，盛泰集团实现营业收入17.87亿元，同比减少6.17%；归母净利润3120.70万 元，同比增长21.47%。 8月26日，盛泰集团盘中上涨3.68%，截至09:49，报8.18元/股，成交934.02万元，换手率0.21%，总市值 45.45亿元。 盛泰集团今年以来股价涨49.65%，近5个交易日涨3.54%，近20日涨14.73%，近60日涨23.27%。 今年以来盛泰集团已经5次登上龙虎榜 ...

盛泰智造集团股份有限公司2025 年半年度报告 公司代码：605138 公司简称：盛泰集团 转债代码：111009 转债简称：盛泰转债 盛泰智造集团股份有限公司 盛泰智造集团股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人徐磊、主管会计工作负责人王培荣及会计机构负责人（会计主管人员）李长委 声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的公司未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺，敬请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风 ...

证券代码：605138 证券简称：盛泰集团 公告编号：2025-073 转债代码：111009 转债简称：盛泰转债 盛泰智造集团股份有限公司 关于变更经营范围、取消监事会并修订《公司章程》 及相关制度的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 盛泰智造集团股份有限公司（以下简称"公司"）于 2025 年 8 月 22 日召开 第三届董事会第十四次会议，审议通过了《关于变更经营范围、取消监事会并修 订 <公司章程> 及相关议事规则的议案》和《关于修订、制定公司部分制度的议 案》，相关议案尚需提交股东大会审议。现将具体情况公告如下： 一、变更公司经营范围情况 根据公司经营发展的需要，结合公司实际情况，公司拟变更经营范围（最终 以市场监督管理机关核准的内容为准），具体情况如下： 变更前 变更后 面料印染加工；面料纺织加工；服装制造；服饰制 面料印染加工；面料纺织加工；服装制造；服饰制 造；服装辅料制造；服装辅料销售；针纺织品及原 造；服饰研发；服装辅料制造；服装辅料销售；服 料销售；绣花加工；服饰研发；新材料技术研发； ...

中新网绍兴8月25日电(张斌)25日，一列载有16个集装箱面料等货物的货运列车从浙江绍兴钱清货场开 出，驶往新疆伊犁，将通过周转国际联运班列后最终抵达中亚五国。这标志着位于绍兴柯桥的中国轻纺 城出口纺织品新增一条高效便捷的国际物流新通道。 8月25日，载有16个集装箱面料等货物的"柯新亚"跨境专线货运列车从浙江绍兴钱清货场开出。梁力 摄 此次开行的"柯新亚"跨境专线以柯桥为起点，转赴哈萨克斯坦阿拉木图、乌兹别克斯坦塔什干、吉尔吉 斯斯坦比什凯克等中亚五国的核心城市，较以往运输方式减少了在浙江省内的周转，压缩运输时长2天 左右，大幅提升国际物流速度、降低企业物流成本。 作为全球纺织业重地，中国轻纺城年交易量超4000亿元(人民币，下同)，当地每年1000多亿元的出口额 中近60%销往中亚、中东、欧洲等国家和地区。(完)【编辑:王琴】 ...

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 ...

Group 1 - Ningbo Youngor Textile and Apparel Technology Co., Ltd. has been established with a registered capital of 50 million yuan [1] - The company's business scope includes clothing manufacturing, clothing accessories manufacturing, apparel manufacturing, leather products manufacturing, and fabric textile processing [1] - Youngor holds 100% ownership of the newly established company [1]

Core Viewpoint - The company, Lianfa Co., Ltd. (002394.SZ), is expected to report a net profit of 165 million to 185 million yuan for the first half of 2025, representing a year-on-year increase of 235.09% to 275.71%, primarily driven by non-recurring gains and cost reductions, raising questions about the sustainability of its profit growth [1][2][4]. Financial Performance - The projected net profit growth is significantly influenced by non-recurring gains, which contributed approximately 60 million yuan, accounting for over 87% of the net profit increase [4]. - Excluding non-recurring gains, the company's net profit is expected to be between 110 million and 130 million yuan, reflecting a modest growth of 5.54% to 24.72% [2][4]. Industry Context - Lianfa operates primarily in the traditional textile manufacturing sector, with nearly 90% of its revenue derived from textile-related businesses, including high-end fabric and shirt production [2][6]. - The textile industry is highly sensitive to raw material prices, particularly coal, which constitutes a significant portion of production costs [5][6]. Market Dynamics - The price of coking coal has seen a notable decline, with a 29.73% drop from 1,174 yuan/ton at the beginning of January to 825 yuan/ton by the end of June 2025, positively impacting Lianfa's gross margin [8]. - However, the coal market is expected to stabilize, limiting further cost reductions for the company, which may affect profit growth in the second half of the year [8][12]. Business Strategy and Misconceptions - The company has been associated with the "robotics concept" due to its partnership with a state-owned fund to establish a digital technology firm focused on smart robotics, but it does not manufacture robots or related components [9][10][11]. - Lianfa emphasizes that its core business remains in textile production, with some processes utilizing automated equipment, but it does not generate revenue from robotics [11]. Growth Challenges - The company's revenue growth has been inconsistent, with a downward trend observed over the past five years, indicating challenges in maintaining growth amid cyclical fluctuations in the textile industry [12]. - The decline in clothing sales and increased inventory levels reflect broader economic uncertainties and demand pressures within the textile sector [12].

Core Viewpoint - The article highlights the successful launch of the "Zhe BA" basketball league in Zhejiang, emphasizing its role in promoting local culture, tourism, and economic development through sports engagement [1][2]. Summary by Sections Event Overview - The "Zhe BA" league kicked off on July 6, 2025, with a match between Zhuji and Keqiao, where Zhuji won 79-60 [1]. - The league is designed as an amateur competition, encouraging broad community participation, with matches scheduled from July 2025 to February 2026 across 11 cities and 90 counties in Zhejiang [2]. Basketball Infrastructure - Zhejiang boasts a strong basketball foundation, with 55,051 basketball courts covering 32.71 million square meters, including 45,652 basketball courts, 5,376 three-on-three courts, and 4,023 basketball gyms [2]. Economic and Cultural Integration - The league serves as a platform to showcase local products and tourism, with events featuring local delicacies and cultural performances [2][3]. - The integration of sports with local culture and economy is emphasized, with the league aiming to create a festive atmosphere that encourages community involvement [3]. Regional Economic Characteristics - Zhejiang's balanced county-level economic development is highlighted, with each region having its own leading industries, contributing to overall economic progress [5]. - Specific examples include Zhuji's sock production, Keqiao's textile dominance, and Yiwu's status as a global small commodity hub [5]. Income and Tourism - The average disposable income for urban residents in Zhejiang's counties is relatively high, with 9 out of 14 counties in China exceeding 80,000 yuan in 2024 [6]. - Zhejiang ranks first in the national county tourism strength rankings, with notable tourist attractions and events driving local economies [7]. Cultural Significance - The "Zhe BA" league is seen as a vehicle for cultural expression, drawing on regional characteristics and fostering community spirit through sports [8].

Group 1 - The "Zhe BA" basketball league has gained popularity in Zhejiang, showcasing the region's strong basketball foundation and its potential to drive consumption through sports events [2][3] - The inaugural match of "Zhe BA" was held in a venue with a capacity of 6077, and tickets sold out quickly, indicating high public interest [3] - The league is designed as an amateur competition, allowing only non-professional players to participate, and will run from July 2025 to February 2026 across various cities in Zhejiang [3] Group 2 - The event serves as a platform to integrate community sports, urban culture, leisure consumption, and local industries, with local delicacies and tourism promotions enhancing the experience [4][5] - The regional economic characteristics are highlighted through team slogans and local industries, with each area having its own dominant industry contributing to economic growth [6] - Zhejiang's digital economy is empowering county-level economies, leading to transformation and increased competitiveness in local industries [7] Group 3 - The county-level economies in Zhejiang are thriving, with high per capita disposable income, and many counties ranking among the top in national tourism strength [7][8] - The "Zhe BA" league is seen as a way to showcase local cultural and economic characteristics, drawing inspiration from other regions while adapting to Zhejiang's unique resources [8]

Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - The outdoor industry is expected to continue thriving, with significant growth potential driven by increasing participation in outdoor activities and supportive government policies [4][15] - The textile manufacturing sector is impacted by the recent US-Vietnam tariff agreement, which may lead to a shift in orders from China to Vietnam [3][14] - The home furnishing sector is awaiting favorable real estate policies to stabilize demand, with a notable increase in transaction volume in major cities [5][16] Textile Manufacturing - The US-Vietnam trade agreement has reduced tariffs on Vietnamese exports to the US, potentially shifting some orders from China to Vietnam [3][14] - Labor-intensive manufacturing has largely moved to Southeast Asia due to rising costs and trade barriers in China, with key companies like Shenzhou International and Huayi Group having significant overseas production [3][14] - Vietnam's reliance on Chinese raw materials remains high, but there are long-term plans to reduce this dependency [3][14] Outdoor Industry - The ISPO SHANGHAI 2025 event showcased a significant increase in brand participation, indicating strong international interest in China's outdoor consumption potential [4][15] - The outdoor sports industry is projected to exceed 3 trillion yuan by 2025, supported by government initiatives and infrastructure development [4][15] - Domestic brands are gaining market share in the outdoor sector, leveraging innovative technologies [4][15] Home Furnishing - Recent surveys indicate a push for policies to stabilize the real estate market, which is crucial for home furnishing demand [5][16] - The transaction volume of commercial housing in major cities has increased by 19.4% year-on-year, signaling a potential recovery [5][16] - Key companies in the home furnishing sector are recommended for their strong dividend yields and market positioning, including Gujia Home, Sophia, and Oppein [5][16] Light Industry Exports - The upcoming changes in US tariff policies could impact export expectations for light industry products [5][16] - Despite potential policy shifts, Chinese manufacturers with cost advantages remain competitive in the US market [5][16] - Companies like Jianlin Home and Craft Home are highlighted for their stable performance and low valuations [5][16]