证券代码：603001 证券简称：奥康国际 公告编号：临 2025-022 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。 浙江奥康鞋业股份有限公司 重要内容提示： ? 本期业绩预告适用于净利润为负值情形 ? 浙江奥康鞋业股份有限公司（以下简称"公司"）预计 2025 年半年度实 现归属于母公司所有者的净利润约为-8,700 万元 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 利润约为-8,700 万元。 利润约为-11,600 万元。 （三）本次业绩预告未经注册会计师审计。 二、上年同期经营业绩和财务状况 （一）归属于母公司所有者的净利润：-1,982.52 万元。归属于母公司所有 者的扣除非经常性损益后的净利润：-5,757.23 万元。 （二）每股收益：-0.0494 元。 三、本期业绩变化的主要原因 报告期内，受宏观经济下行、消费需求疲软及行业竞争加剧等多重因素影 响，公司预计实现营业收入 10.81 亿元，较上年同期下降约 21%，营业收入下降 导致公司经营业绩亏损。 四、风险提示 本次业绩预告相关数 ...

安踏体育 20260626 摘要 安踏体育 2025 年下半年利润率预计同比改善，主要受益于 2024 年下 半年较低的利润率基数。FILA 品牌 2025 年全年指引为中单位数增长， 且有信心达成目标。FILA KIDS 和 FILA Fusion 子品牌增长速度快于 FILA 主品牌。 2024 年安踏体育鞋类产品营收占比约为 44%，显著高于 2021 年约 20%的占比，得益于 FILA 鞋类产品的战略部署，包括潮流鞋款和功能 性鞋类的推出。FILA 品牌计划加大力度对现有门店进行装修升级，并已 开设 ICONA 店和 FILA Box 店等新形象门店。 安踏冠军店店效达到 50 多万至近 60 万元，是安踏所有门店平均店效的 两倍以上。SNEAKERVERSE 概念店店效超过 150 万元，表现可观。超 级安踏门店数量已增至超过 80 家，但上海门店效果相对一般，仍在调 试统一的开店模型。 安踏线上业务增速预计全年快于线下，盈利能力表现良好，尽管线上打 折活动较多导致毛利率较低，但销售及管理费用占比更低。跑步品类在 鞋类销售中占比最高，达到 40%以上，篮球品类近期面临挑战，增长表 现不佳。 Q&A ...

Footwear name Nike Inc (NYSE:NKE) will announce its fiscal fourth-quarter earnings report after the close on Thursday, June 26. Analysts are expecting an earnings per share (EPS) of 11 cents, on revenue of $10.67 billion. Ahead of the event, Raymond James reiterated its "market perform" rating, suggesting results won't be as bad as anticipated, despite tariff concerns. However, it's worth noting that Nike stock has a fairly dismal post-earnings history. The stock finished the session lower following seven o ...

格隆汇6月13日丨信星集团(01170.HK)公告，承截至2024年9月30日止上半年的营业额下行趋势，延续至 截至2025年3月31日止年度内余下时间，集团因而于期间内录得营业额跌幅。此乃由于客户采取高度审 慎的采购方针，加之零售环境持续低迷及宏观经济不明朗，导致订单管道疲软。因此，根据对未经审核 综合管理账目的初步评估，预计集团于期间内将录得公司拥有人应占亏损，估计介于约33,000,000港元 至约38,000,000港元之间；而上年度则录得溢利。 预期于期间内录得亏损，主要归因于：(i)期间内集团营业额同比减少约10%，致使规模经济效益递减； (ii)期间内劳工成本与去年同期比较显著上升；及(iii)集团位于中国内地及香港的投资物业重估而产生的 公平估值亏损。尽管面临此等挑战，集团仍将继续进行策略性投资以巩固生产实力，包括保留技术劳工 队伍，以向客户展示营运可靠性。为持续优化产品组合，集团将透过与特定客户合作，聚焦于平均售价 较高的产品，以推进价值增长策略。同时，集团将恪守资本管理及成本控制纲领，以维持财务韧性。 美国政府于2025年4月2日宣布将在全球实施对等关税措施。因此，董事会预期在截至2026 ...

Group 1 - Birkenstock (BIRK) shares have increased by 4.1% over the past four weeks, closing at $54.76, with a mean price target of $68.88 indicating a potential upside of 25.8% [1] - The average of 17 short-term price targets ranges from a low of $57 to a high of $81, with a standard deviation of $7.34, suggesting a relatively high agreement among analysts [2] - Analysts are optimistic about BIRK's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which historically correlates with stock price movements [4][11] Group 2 - Over the last 30 days, the Zacks Consensus Estimate for BIRK's current year earnings has increased by 4%, with eight estimates moving higher and one lower [12] - BIRK holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside [13]

Group 1 - The implementation of nine national standards for footwear, including the "General Safety Requirements for Footwear" (GB 25038—2024), aims to enhance product quality, safety levels, and market order while promoting green consumption [1] - The "General Safety Requirements for Footwear" establishes a safety baseline for all types of footwear, regulating physical and mechanical safety performance as well as chemical safety indicators, with a focus on risks such as broken needles and harmful substances like hexavalent chromium and formaldehyde [1] - The "Safety Technical Specification for Children's Shoes" (GB 30585—2024) emphasizes safety requirements for children's footwear, setting strict limits on physical safety performance and harmful chemical substances to protect infants and children's foot safety [1] Group 2 - The recommended national standards for chemical testing methods in footwear, such as the determination of phthalates and phenol content, utilize advanced detection technologies like gas chromatography-mass spectrometry and high-performance liquid chromatography [2] - The recommended national standard for testing the size change rate of insoles and footbeds under dry and wet cycles outlines methods for measuring thickness, length, and width changes [2] - The recommended national standards for evaluating antifungal performance in footwear and components provide quantitative and qualitative assessment methods to enhance hygiene and safety [2] Group 3 - The recommended national standard for "Athletic Shoes" (GB/T 21536—2024) specifies important performance indicators such as flexural strength, outsole abrasion resistance, and slip resistance, while also including limits for extractable heavy metals like lead, cadmium, and arsenic [3]

证券代码：603116 证券简称：红蜻蜓 公告编号：2025-030 浙江红蜻蜓鞋业股份有限公司2024年年度权益分派实施公告 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。 重要内容提示： ● 每股分配比例 A股每股现金红利0.25元 本次利润分配方案经公司2025年5月19日的2024年年度股东大会审议通过。 二、分配方案 1.发放年度：2024年年度 2.分派对象： （2）本次差异化分红除权除息的计算依据 截至本公告日，公司累计回购本公司股份10,375,018股，目前存放于公司回购专用账户。根据《上市公 司股份回购规则》等相关规定，回购专用账户中的股份不享有利润分配权利。 公司将按照以下公式计算除权除息开盘参考价： ● 相关日期 ■ ● 差异化分红送转： 是 一、通过分配方案的股东大会届次和日期 1、根据2024年年度股东大会审议通过的分配方案，本次利润分配方案不涉及送股或资本公积金转增股 本，因此流通股份变动比例为0。 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国 ...

如今，《鞋类通用安全要求》为鞋类生产统一了标准，既让生产销售企业有章可循，也便于职能部门依 规监管。 据专家介绍，《鞋类通用安全要求》的发布，"解决了鞋类标准实施的关键难题，实现了强制性标准对 日常穿用鞋类产品（童鞋除外）的全面覆盖。"比如，增加"鞋内腔不应有钉尖，鞋内外不应有断针"等 规定，便于生产厂家统一操作，从而更好呵护消费者穿鞋安全。 此次公布的9项鞋类国家标准，除了《鞋类通用安全要求》，还有《童鞋安全技术规范》。该规范聚焦 童鞋产品的安全需求，重点对小附件脱落、锐利边缘或尖端等物理机械安全性能作出严格限定，严格设 置有害化学物质限量指标，强化对婴幼儿及儿童足部安全的立体化保护。 自6月1日起，《鞋类通用安全要求》等9项鞋类国家标准将正式实施。制定实施这些国标，旨在进一步 提升鞋类产品的质量和安全水平，规范市场秩序，促进绿色消费。 我国是制鞋大国、鞋类出口第一大国。据统计，2024年，我国出口鞋类产品92亿双，出口总值3335.7亿 元。从这个角度看，出台《鞋类通用安全要求》等9项鞋类国家标准，不仅让国民穿鞋更安全舒适，也 能助推生产企业更有发展动力。 千里之行，始于足下之鞋。一双品质可靠又穿着舒适的 ...

【环球时报驻美国特约记者 戴润芝 环球时报记者 陈子帅 环球时报特约记者 李静】编者的话： 近期，对白宫加征关税政策将进一步提高美国物价 的担忧不断增强。有美国媒体和学者担心，这将导致美国人获得廉价消费品的时代结束，进而影响他们"美国梦"的实现。包括美国财长贝森特以 及前副总统彭斯等在内的政要和学者，也因为关税问题对廉价消费品是不是"美国梦"的一部分进行争论。美国历史学家科恩表示，获得廉价消费 品已经是美国人身份认同的一部分，消费主义历史上也曾被与爱国主义相捆绑，如果加征关税导致普通商品价格上涨，那美国将面临严峻挑战。 " 获得廉价商品已与美国身份联系在一起 " 2024 年，实现 " 美国梦 " 要 440 万美元？ 5月20日，美联储官员表示，白宫加征关税政策将导致美国物价上涨。一天后，知名运动品牌耐克宣布该公司将上调美国市场部分产品的售价。虽 然耐克并未将涨价决定与特朗普政府加征关税政策联系在一起，但美国CNBC网站强调，制鞋业受白宫关税政策的冲击尤其严重，耐克大约一半 的鞋类产品在中国和越南生产。 舆论普遍认为白宫向其他国家加征所谓"对等关税"，将导致美国国内商品价格上涨。以低价为主要标志的美国最大零 ...

Financial Data and Key Metrics Changes - For fiscal year 2025, the company reported a revenue growth of 16% year-over-year, reaching nearly $5 billion [7] - Gross margin expanded by 230 basis points to 57.9%, while operating margins improved by 200 basis points to 23.6% [7][36] - Earnings per share increased by 30% to $6.33 compared to the previous year [7][38] Business Line Data and Key Metrics Changes - HOKA brand revenue increased by 24% to $2.2 billion, with wholesale revenue growing 24% and DTC revenue rising 23% [11][36] - UGG brand revenue grew by 13% to $2.5 billion, with wholesale revenue increasing 15% and DTC revenue rising 11% [24][36] Market Data and Key Metrics Changes - International revenue for HOKA expanded by 39%, now representing 34% of global revenue, up from 30% last year [11] - UGG's international revenue increased by 20%, now accounting for 39% of global sales, up from 37% last year [24] Company Strategy and Development Direction - The company aims for a balanced channel mix of 50% DTC and 50% wholesale, focusing on brand-led growth and expanding international presence [9][10] - HOKA is positioned as a leading performance brand with plans to enhance product innovation and expand into lifestyle and fitness categories [19][23] - UGG is focusing on increasing adoption among male consumers and developing year-round products to capture a broader market [26][27] Management's Comments on Operating Environment and Future Outlook - Management acknowledged uncertainty due to shifting U.S. trade policy but expressed confidence in the company's ability to adapt [8] - The company expects fiscal year 2026 to face challenges, including potential tariff impacts of up to $150 million on cost of goods sold [39][41] - Despite these challenges, management remains optimistic about long-term growth prospects for both HOKA and UGG [49] Other Important Information - The company repurchased approximately $567 million worth of shares during fiscal year 2025, reflecting strong cash flow and confidence in its strategic plan [38][47] - A new board chair, Cindy Davis, was announced, succeeding Mike Devine, who retired after 14 years of service [51] Q&A Session Summary Question: What factors contributed to the slowdown in HOKA U.S. DTC? - Management noted that the slowdown was due to unique factors in the U.S. market, including model changeovers and increased promotions, but expressed confidence in international performance [55][56] Question: Is mid-teens growth for HOKA still possible? - Management indicated that while they are not providing formal guidance, they remain optimistic about mid-teens growth based on strong international performance and brand awareness [60][64] Question: Can you elaborate on the impact of tariff costs? - The $150 million tariff cost is a gross estimate, and management is exploring pricing adjustments and cost-sharing strategies to mitigate the impact [75][76] Question: How will HOKA's growth be split between DTC and wholesale? - Management emphasized that the growth framework includes strategic expansion of wholesale distribution, which is expected to drive consumer engagement and brand awareness [81][82]