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天创时尚涨停,上榜营业部合计净卖出3051.29万元
Zheng Quan Shi Bao· 2025-12-31 13:31
天创时尚(603608)今日涨停,全天换手率2.58%,成交额1.12亿元。龙虎榜数据显示,营业部席位合计净 卖出3051.29万元。 上交所公开信息显示,当日该股因日涨幅偏离值达9.95%上榜,营业部席位合计净卖出3051.29万元。 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交9703.03万元,其中,买入成交额为 3325.87万元,卖出成交额为6377.16万元,合计净卖出3051.29万元。 具体来看,今日上榜营业部中,第一大买入营业部为华林证券股份有限公司淄博周村正阳路证券营业 部,买入金额为860.05万元,第一大卖出营业部为广发证券股份有限公司天津环湖中路证券营业部,卖 出金额为3983.32万元。 资金流向方面,今日该股主力资金净流出273.07万元,其中,特大单净流出1192.14万元,大单资金净流 入919.07万元。近5日主力资金净流出6229.85万元。 买四 中信证券(山东)有限责任公司淄博柳泉路证券营业部 563.62 买五 华鑫证券有限责任公司湖州大线场路证券营业部 351.64 卖一 广发证券股份有限公司天津环湖中路证券营业部 3983.32 卖二 中国银河证券股 ...
大行评级丨大摩:市场可能忽略耐克业绩中对申洲国际的正面讯号 评级“增持”
Ge Long Hui· 2025-12-22 03:11
Core Viewpoint - Morgan Stanley's research report indicates that Nike's Q2 FY2026 performance negatively impacted Shenzhou International's performance, but the market may overlook positive signals for Shenzhou from Nike's results [1] Group 1: Nike's Performance - Nike's apparel sales grew by 4% year-on-year in the quarter, although this was lower than the previous quarter's growth of 7%, attributed to a high base effect [1] - Nike's apparel sales in North America and Europe recorded positive growth during the period, which is beneficial for Shenzhou International as approximately 40% of its sales come from these regions [1] - In Greater China, Nike's apparel sales only declined by 6% year-on-year, significantly better than the 20% decline in footwear sales; this region now accounts for only 11% of Nike's total sales, limiting its impact on Shenzhou International [1] Group 2: Shenzhou International's Market Position - The market tends to view Shenzhou International as a representative of the domestic sportswear sector in China, but over 75% of its sales come from markets outside of China, suggesting it may benefit more from resilience in other markets [1] - The recent decline in Shenzhou International's stock price presents a good buying opportunity, with Morgan Stanley setting a target price of HKD 72 and maintaining an "Overweight" rating [1]
今年前11月柬埔寨服装鞋类及旅行用品出口达148亿美元 劲增16.9%
Shang Wu Bu Wang Zhan· 2025-12-20 04:27
服装、鞋类和旅行用品行业是柬埔寨经济增长的重要推动力,也是最大的外汇创收行业。目前,上述产 品主要出口至美国、欧洲、英国、加拿大、韩国及日本等国际市场。 柬商业部最新报告显示,今年前11个月,柬埔寨服装、鞋类及旅行用品出口额达148.4亿美元,较去年 同期的126.9亿美元,稳步增长16.9%。 值得关注的是,柬埔寨服装、鞋类及旅行用品行业工人的最低工资将由目前的208美元,上调至明年的 210美元。目前,最低工资制度仅适用于上述三大制造业领域,其他行业尚未纳入该制度范围。(驻柬埔 寨使馆经商处) 报告指出,今年1月至11月,服装出口额达104.6亿美元,同比增长17%;纺织品出口额为6.2亿美元,大 幅增长36.7%;鞋类产品出口额达19.1亿美元,增长26.4%;旅行用品出口额为18.5亿美元,小幅增长 3.7%。 ...
浙江红蜻蜓鞋业股份有限公司关于高级管理人员辞职的公告
关于高级管理人员辞职的公告 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。 浙江红蜻蜓鞋业股份有限公司(以下简称"公司")董事会于近日收到公司高级管理人员钱秀芬女士提交 的辞职报告。钱秀芬女士因工作变动原因,提请辞去公司副总裁职务。钱秀芬女士辞去上述职务后,仍 从事公司供应链管理及其支持工作。 证券代码:603116 证券简称:红蜻蜓 公告编号:2025-053 浙江红蜻蜓鞋业股份有限公司 截至本公告日,钱秀芬女士持有公司股份16,802,002股,占公司总股本的2.92%。钱秀芬女士将继续严 格遵守相关法律、法规及《上市公司董事和高级管理人员所持本公司股份及其变动管理规则》等相关规 定,对持有的股份进行管理。钱秀芬女士在公司任职副总裁期间恪尽职守、勤勉尽责,公司董事会对钱 秀芬女士在任职期间为公司所做出的贡献表示衷心的感谢! 特此公告。 浙江红蜻蜓鞋业股份有限公司 董事会 2025年12月20日 一、高级管理人员离任情况 (一)提前离任的基本情况 ■ (二)离任对公司的影响 根据《公司法》和《公司章程》等有关规定,钱秀芬女士 ...
华利集团(300979):2025年品牌订单分化,2026年趋势延续但订单增速明显恢复
研究报告 Research Report (Please see APPENDIX 1 for English summary) 2025 年品牌订单分化,2026 年趋势延续但订单增速明显恢复。我 们预期 2025 年公司订单增长为低个位数,其中 Adidas/New Balance/On running/Asics 及其他品牌为主要增长动力,公司份额也 在 品 牌 供 应 链 端 持 上 升 或 稳 定 态 势 。 然 而 由 于 Converse/Vans/Puma 等品牌处理高库存致使订单回落,对公司整 体表现有所拖累。展望 2026 年,我们预期高增品牌仍将延续亮眼 表现,同时 Nike/Hoka/UGG 等品牌稳健向上,但 Converse/Vans 或 将继续对整体订单有所掣肘。我们预期 2026-2027 年订单增长较 2025 年有明显恢复,分别为高单位数和 10%的增长。公司自 2022 年进入 Adidas 供应链,积极和品牌商沟通获取供应链份额,我们 预期 2025 年 Adidas 产能逾千万双,符合公司年初预期。公司已与 品牌商签署长期协议,成为公司订单增长的最主要动力。此外, 我 ...
“制鞋大王”三十余载创业路 见证两岸产业融合发展
Zhong Guo Xin Wen Wang· 2025-12-16 12:42
中新社合肥12月16日电 题:"制鞋大王"三十余载创业路 见证两岸产业融合发展 "10多年前我第一次来安庆,周围还是一片空地。如今工厂林立,真没想到发展这么快。"站在安徽安庆 安鑫体育用品有限公司的生产车间外,65岁的台商黄永坚望着高速运转的智能化制鞋设备说。 黄永坚来自台湾台中。1990年,他怀揣着一纸外贸订单踏足大陆鞋业市场。"当时有东南亚和大陆两个 选择。大陆不仅有庞大的市场,而且两岸同文同种,这种归属感让我相信这里是创业宝地。"黄永坚回 忆道,最初的十几年,他的业务遍布沿海省份的制鞋基地,积累了丰富的行业经验。 2012年,随着大陆市场的不断开拓,黄永坚决定在安徽投资布局,并在安庆建厂。"做内销和外贸不 同,偏中部的地区对全国市场的辐射力均衡。安庆交通设施完善,区位优势得天独厚。"黄永坚说,更 让自己惊讶的是项目建设的速度,占地数万平方米的工厂仅用1年就完成建设并投产。 从第一条月产5万双鞋的生产线起步,如今该工厂已拥有近40条生产线,每月制鞋超200万双,年营业额 突破20亿元(人民币,下同)。身边人也因此称他为"制鞋大王"。 "当初规划每年制鞋1000万双就很满足。没想到大陆市场爆发式增长,我们每 ...
复牌首日曾暴涨566%!但TATA健康的“狂欢派对”,为何仅维持一天?
Sou Hu Cai Jing· 2025-12-12 08:32
在停牌长达一年半之后,TATA健康(01255.HK)终于在12月1日复牌,复牌当日涨幅达566.67%,收盘价报2.00港元/股。 复牌后爆涨源于市场对其长期停牌后恢复交易的积极反应,但这份积极却并没有维持多久,在接下来的几天里TATA健康股价一路下跌,12月12日以1.6港元/ 股收盘,跌幅达37.50%。 据了解,2024年上半年,TATA健康因缺乏营运资金、未能凑齐审计所需附属公司资料,无法按时发布2023年年度业绩而停牌。在这背后是其上市十余年来 却盈利寥寥,多元化业务宽泛却均为拖累的困境。 提起TATA,人们通常会联想到长年驻扎在各大商场的TATA女鞋或是在装潢行业驰骋多年的TATA木门。实际上,TATA健康前身是港大零售国际控股有限公 司,2013年登陆港交所,公司前期的核心业务也为鞋类产品销售,代理了Clarks、Josef Seibel等多个品牌的鞋类产品,但与TATA女鞋这个品牌毫无关联;后 期公司又转型聚焦大健康领域,并开通金融服务业务欲形成跨界业务补充,成为一家综合型公司。 相比于TATA健康形形色色的多元化业务,其上市以来的业绩则更为引人"瞩目",从完整的财年来看,2013年上市之后 ...
奥康国际重要股东刚减持完毕再抛减持计划,公司陷亏损泥潭股价却狂飙
Mei Ri Jing Ji Xin Wen· 2025-12-10 12:25
Group 1 - A significant shareholder of Aokang International (603001) has announced a plan to reduce their stake by up to 3%, following a previous reduction in early December [1] - Aokang International's stock price has seen a remarkable increase of nearly 150% over a four-month period [1] - The company has reported continuous losses over the past three years, with revenues of 2.754 billion yuan, 3.086 billion yuan, and 2.539 billion yuan for 2022 to 2024, reflecting year-on-year growth rates of -6.91%, 12.05%, and -17.74% respectively [1] Group 2 - The net profit attributable to shareholders for Aokang International was -374 million yuan, -93 million yuan, and -216 million yuan for the same period, with year-on-year growth rates of -1199.33%, 75.08%, and -131.29% respectively [1] - In the first three quarters of this year, the company achieved a revenue of 1.479 billion yuan, a year-on-year decrease of 21.65%, and a net profit of -209 million yuan, down 54.02% year-on-year [1]
Caleres Inc. (CAL) Q3 Earnings Miss Estimates
ZACKS· 2025-12-09 14:06
Core Viewpoint - Caleres Inc. reported quarterly earnings of $0.67 per share, missing the Zacks Consensus Estimate of $0.75 per share, and showing a decline from $1.23 per share a year ago, indicating a significant earnings surprise of -10.67% [1][2] Financial Performance - The company posted revenues of $790.05 million for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 2.55%, and showing an increase from $740.94 million year-over-year [2] - Over the last four quarters, Caleres has exceeded consensus revenue estimates two times [2] Stock Performance - Caleres shares have declined approximately 41.8% since the beginning of the year, contrasting with the S&P 500's gain of 16.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.28 on revenues of $708.55 million, and for the current fiscal year, it is $1.65 on revenues of $2.75 billion [7] - The trend of estimate revisions for Caleres was mixed ahead of the earnings release, which may change following the recent report [6] Industry Context - The Shoes and Retail Apparel industry, to which Caleres belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Caleres' stock performance [5]
遥望科技(002291.SZ):拟以债转股及划转资产方式向全资子公司星期六鞋业增资
Ge Long Hui A P P· 2025-12-02 13:45
Group 1 - The core viewpoint of the articles indicates that Guangdong Yaowang Technology Group Co., Ltd. is facing significant operational pressure due to a substantial decline in its footwear business revenue and ongoing losses, prompting the company to focus on digital marketing and consider selling its footwear sales business [1] - The company plans to restructure internally to facilitate the transfer of its footwear sales business, which includes a debt-to-equity swap and asset transfer to its wholly-owned subsidiary, Foshan Saturday Footwear Co., Ltd. [2] - The total amount of the capital increase for Saturday Footwear is projected to be 53,625.38 million yuan, which will be fully accounted for in the capital reserve, while the registered capital of Saturday Footwear will remain unchanged at 10 million yuan [2]