来源：新浪基金∞工作室 2月11日，港股消费（159735）收盘跌0.57%，成交额7423.11万元。 港股消费ETF（159735）成立于2021年5月25日，基金全称为银华中证港股通消费主题交易型开放式指 数证券投资基金，基金简称为港股消费。该基金管理费率每年0.50%，托管费率每年0.10%。港股消费 ETF（159735）业绩比较基准为经估值汇率调整的中证港股通消费主题指数收益率。 港股消费ETF（159735）现任基金经理为李宜璇。李宜璇自2021年5月25日管理（或拟管理）该基金， 任职期内收益-12.98%。 最新定期报告显示，港股消费ETF（159735）重仓股包括泡泡玛特、百胜中国、安踏体育、农夫山泉、 万洲国际、海尔智家、申洲国际、美的集团、李宁、蒙牛乳业，持仓占比如下。 股票代码股票名称持仓占比持仓股数（股）持仓市值（元）09992泡泡玛特10.42%44.64万7568.02万 09987百胜中国9.09%19.83万6601.94万02020安踏体育7.76%77.46万5635.55万09633农夫山泉6.50%111.58 万4720.60万00288万洲国际5.37%497. ...

智通财经APP获悉，新鸿基地产-R(80016)、商汤-WR(80020)、长城汽车-R(82333)上一交易日沽空比率 位于前三位，分别为100.00%、80.12%、75.14%。小米集团-W(01810)、阿里巴巴-W(09988)、美团- W(03690)的沽空金额位居前三，分别为17.31 亿元、15.50 亿元、15.18 亿元。新鸿基地产-R(80016)、商 汤-WR(80020)、中国海洋石油-R(80883)的偏离值位居前三，分别为44.46%、35.88%、26.39%。 前十大沽空比率排行 | 股票名称 | 沽空金额 | 沽空比率↓ | | 偏离值 | | --- | --- | --- | --- | --- | | 新鸿基地产-R(80016) | 34.59 万元 | 100.00% | 44.46% | | | 商汤-WR(80020) | 25.75 万元 | 80.12% | 35.88% | | | 长城汽车-R(82333) | 7.07 万元 | 75.14% | -3.29% | | | 京东集团-SWR(89618) | 2.89 万元 | 75.03% | 7. ...

Investment Rating - The report maintains a positive outlook on the textile and apparel industry, indicating a "Look Favorably" investment rating [2]. Core Insights - The textile and apparel sector outperformed the market, with the SW textile and apparel index rising by 1.3% from February 2 to February 6, 2026, surpassing the SW All A index by 2.9 percentage points [3][4]. - The report highlights the impact of the Milan Winter Olympics on the sportswear market, suggesting that the event will catalyze interest in winter sports and boost sales for brands involved in the Olympics [10][11]. Summary by Sections Industry Performance - The SW apparel and home textiles index increased by 2.2%, outperforming the SW All A index by 3.8 percentage points, while the SW textile manufacturing index also rose by 2.2%, exceeding the SW All A index by 3.7 percentage points [3][4]. Recent Industry Data - Retail sales in China for the year reached 50.12 trillion yuan, a year-on-year increase of 3.7% [28]. - In December, textile and apparel exports amounted to $25.99 billion, reflecting a year-on-year decline of 7.4% [34]. - Cotton prices showed a slight decrease, with the national cotton price B index at 15,908 yuan per ton, down 0.2% [39]. Textile Insights - The report expresses confidence in the long-term cycle of Australian wool prices, which stabilized at 1,177 cents per kilogram, with a year-on-year increase of 54.9% [10][41]. - Supply constraints are evident, with a projected 10.3% decrease in the Australian sheep population for the 2025/26 season [10]. Apparel Insights - The opening of the Milan Winter Olympics is expected to enhance marketing opportunities for sports brands, with notable partnerships such as Li Ning and Anta providing official gear for their respective national teams [11][12]. - The report recommends focusing on brands like Li Ning, Anta, and 361 Degrees, which are expected to benefit from increased consumer interest in winter sports [11]. Market Trends - The report anticipates a gradual recovery in domestic demand throughout 2026, with a focus on high-performance outdoor apparel and discount retail [14]. - The competitive landscape is evolving, with brands seeking innovation in channels and products to adapt to changing consumer preferences [14][15].

Group 1: Core Insights - The 2026 FIFA World Cup in North America is set to begin in June, with significant pre-event sales of related sports merchandise already observed in Yiwu, China [1] - Yiwu's sports goods and equipment exports reached 11.65 billion yuan in 2025, marking a 20.3% year-on-year increase, with major export markets including the USA, Brazil, and Saudi Arabia [1] - The upcoming World Cup is expected to generate a consumption boom, benefiting local manufacturers and suppliers in Yiwu, which has historically capitalized on major sporting events [1] Group 2: Industry Impact - Analysts predict a surge in demand for sports-related products during the World Cup, directly benefiting the performance of related companies [2] - The commercial value of the World Cup exceeds $30 billion, significantly higher than other sports events, indicating strong economic activity linked to the tournament [2] - Investment opportunities are identified in four main areas: lottery sales and operators, sports venue facilities and equipment suppliers, electronic display providers, and leisure food and beverage suppliers [2] Group 3: Related Companies - Anta Sports (02020) has acquired Puma, a major sponsor of the 2026 World Cup, and holds partnerships with top clubs like Manchester City and AC Milan [3] - Shenzhou International (02313) manufactures football apparel for brands like Nike and Adidas, ensuring stable order flow [3] - Hisense (00921) is a global official sponsor of the 2026 World Cup, marking its third consecutive sponsorship [4] - Yongjia Group (03322) specializes in manufacturing fan scarves and flags, positioning itself as a core enterprise in the Yiwu supply chain [5] - Rainbow International Group (02678) supplies high-quality fabrics for football apparel related to the World Cup [6]

智通财经APP获悉，据央视新闻报道，2026年美加墨足球世界杯将在6月启幕。从2025年5月开始，义乌 市场上的世界杯订单就陆续而至，如今，球迷服装等世界杯相关体育用品的销售和生产已经进入"冲刺 期"。世界杯带来的消费热潮，让义乌市场里的世界杯周边产品持续走俏。据义乌海关统计，2025年， 义乌市体育用品及设备出口116.5亿元，同比增长20.3%，主要出口国家为美国、巴西、沙特阿拉伯等。 离2026年美加墨世界杯揭幕还有4个多月，比赛的哨声还没吹响，在义乌国际商贸城，相关的体育用品 已经提前"出线"。浙江聚乐体育科技有限公司负责人骆添乐表示："我们刚推出了五六十款世界杯相关 的产品，有毛绒潮玩、生活日用、纪念周边等多个品类，刚上架一周，就接到了超百万元的订单。" 目前已经进入了世界杯周期中最忙碌的阶段。据义乌金尊奖杯奖牌负责人陈显春介绍，工厂正在加紧生 产，年前计划将所有订单发货，"春节加上海运的时间，年后再发货的话会比年前发货晚两个月。因此 最近都在赶货，这几天还有客户选择加急，通过航空运输商品。" 据悉，近年来，每逢奥运会、世界杯、欧洲杯、美洲杯等大型赛事，作为全球最大的小商品集散中心， 快速响应全球采 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 申洲國際集團控股有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02313 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | HKD | | 0.1 HKD | | 300,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 3,000,000,000 | HKD | | 0.1 HKD | | 300,000,000 | 本月底 ...

证券之星消息，1月28日南向资金增持44.96万股申洲国际（02313.HK）。近5个交易日中，获南向资金 增持的有3天，累计净增持109.24万股。近20个交易日中，获南向资金增持的有10天，累计净增持70.47 万股。截至目前，南向资金持有申洲国际（02313.HK）1.06亿股，占公司已发行普通股的7.02%。 申洲国际集团控股有限公司是一家主要从事生产和销售针织服装产品的投资控股公司。该公司的主营业 务是从事以代工（OEM）及委托设计（ODM）相结合的方式为客户制造针织品。该公司的产品类别包 括运动类、休闲类、内衣类等其他针织品产品。该公司通过其子公司还从事贸易业务和物业管理业务。 该公司主要在国内和国外市场开展其业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Insights - December orders for sports footwear and apparel showed a month-on-month decline, indicating that the overall industry has not yet reached an inflection point. Retail performance in the US and UK remains resilient, while demand in other regions is stagnant. The decline in the US consumer confidence index has not yet impacted brand and upstream performance, primarily due to growth being driven by high-end consumption, with mass apparel consumption still expected to recover [2][4][21] - Vietnam's footwear and apparel exports improved significantly in December, while China continues to face pressure. The upstream manufacturing sector is expected to have stronger earnings certainty in the first half of 2026, with a clear direction for recovery in the downstream sports supply chain. Brand apparel revenues are expected to fluctuate in Q4 2025, with profitability anticipated to recover in 2026 [2][5][29] Summary by Sections Manufacturing Performance - In December, the revenue performance of footwear manufacturers showed a year-on-year decline, with specific companies reporting: - Yuanyuan Group: -3.7% YoY, -1.3 percentage points MoM - Fengtai: -0.6% YoY, +11.2 percentage points MoM - Zhijiang International: -2.8% YoY, -5.9% MoM - Yuchi-KY: -2.2% YoY, -8.8% MoM - For apparel manufacturers: - Ruhong: -3.6% YoY, -5.1% MoM - Juyang Industrial: -9.2% YoY, -9.7% MoM - Guangyue: +9.7% YoY, -22.1% MoM [4][16][29] Demand Analysis - Retail performance in December showed resilience in the US and UK, while other regions experienced stagnation. The US consumer confidence index continues to decline, which has not yet reflected in brand and upstream performance. The growth is mainly driven by high-end consumption, with mass apparel consumption still expected to recover [2][21][26] Recommendations - The report recommends focusing on upstream manufacturing, as the performance in the first half of 2026 is expected to be more certain. The recovery direction of the sports supply chain is clear. Key recommended stocks include: - New Australia Holdings, Crystal International, Shenzhou International, and Yuanyuan Group - Attention should also be given to high-elasticity stocks like Nobon and Jeya, as well as undervalued stocks with strong safety margins like Taihua New Materials and Lutai A [5][29][30]

格隆汇1月26日丨申洲国际(02313.HK)宣布，董事会会议将于2026年3月30日(星期一)上午十一时正举 行，藉以(其中包括)批准公司及其附属公司截至2025年12月31日止财政年度业绩及其发布，并考虑派发 丶建议及支付末期股息(如有)。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本 公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示 ，概不對因本公告全部或任何部份 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 SHENZHOU INTERNATIONAL GROUP HOLDINGS LIMITED 申洲國際集團控股有限公司 （「本公司」）董事會（「董事會」）謹此宣佈， 董事會會議將於二零二六年三月三十日(星期一) 上午十一時正舉行，藉以(其中 包括)批准本公司及其附屬公司截至二零二五年十二月三十一日止財政年度業績 及其發佈，並考慮派發丶建議及支付末期股息 (如有)。 承董事會命 申洲國際集團控股有限公司 公司秘書 陳德興 香港，二零二六年一月二十六日 於本公告日期，本公司董事會由五名執行董事為馬建榮先生、黃關林先生、馬仁和先 生、王存波先生及胡紀軍先生；以及四名獨立非執行董事為王飛絨女士、張炳生先 生、劉興高先生及劉春紅女士。 * 僅供識別 (申洲國際集團控股有限公司*) （於開曼群島註冊成立之有限公司） （股份代號：2313） 董事會會議通告 ...