| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-10- | 430139 | 华岭股份 | 109785422.0 | 342194.46 | 异常期间涨跌幅偏离值累计 | | 23 | | | | | 达到50.00% | | 2024-10- | | | | | 异常期间涨跌幅偏离值累计 | | 23 | 835985 | 海泰新能 | 112322889.0 | 103748.87 | 达到46.64% | | 2024-10- | | | | | 异常期间涨跌幅偏离值累计 | | | 833509 | 同惠电子 | 47355914.0 | 68325.32 | | | 23 | | | | | 达到41.85% | | 2024-10- | 833454 | 同心传动 | 42373829.0 | 64475.75 | 异常期间涨跌幅偏离值累计 | | 23 | | | | | 达到41.19% | | 2024-10- | 873169 | 七丰精工 | 137778 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-10- | 870726 | 鸿智科技 | 9188682 | 18922.29 | 当日换手率达到56.90% | | 22 | | | | | | | 2024-10- | 832149 | 利尔达 | 63595814.0 | 65582.84 | 当日换手率达到55.52% | | 22 | | | | | | | 2024-10- | 833346 | 威贸电子 | 14968477.0 | 37941.79 | 当日换手率达到55.18% | | 22 | | | | | | | 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-10- | | | | | 异常期间涨跌幅偏离值累计 | | 22 | 430489 | 佳先股份 | 33635002.0 | 98148.25 | 达到61.54% ...

| | 公告日期 | 2024-10-22 异常期间 | 无 | | | | --- | --- | --- | --- | --- | --- | | | 成交数量 柏星龙(833075) 连续竞价 14675786.0 （股） | | | 成交金额（万 元） | 31189.07 | | | 涉及事项 当日换手率达到20%的前5只股票 | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 华泰证券股份有限公司上海徐汇区天钥桥路证券营业部 | | | 11314461.48 | 18000 | | 买2 | 上海证券有限责任公司宁波北仑新大路证券营业部 | | | 6800338.6 | 5122035 | | 买3 | 国金证券股份有限公司深圳分公司 | | | 6272299.16 | 13622663.66 | | 买4 | 东莞证券股份有限公司浙江分公司 | | | 4578164.68 | 0 | | 买5 | 国信证券股份有限公司深圳互联网分公司 | | | 3824124.79 | 2959743.28 | | 卖1 | 国 ...

证券代码：833075 证券简称：柏星龙 公告编号：2024-074 深圳市柏星龙创意包装股份有限公司 回购进展情况暨回购结果公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、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个别及连带法律责任。 一、 回购方案基本情况 公司董事会审议通过回购股份方案前 30 个交易日（不含停牌日）交易均价为 7.64 元，拟回购价格上限不低于上述价格，不高于上述价格的 200%。 深圳市柏星龙创意包装股份有限公司（以下简称"公司"）于 2023 年 10 月 7 日召 开第五届董事会第四次会议、第五届监事会第四次会议，审议通过了关于《回购股份方 案》的议案。公司现任独立董事对本议案发表了同意的独立意见。根据《公司法》《公 司章程》等相关规则制度规定，公司回购股份用于股权激励的情形，经三分之二以上董 事出席的董事会决议通过后，无需再提交股东大会审议。 公司于 2023 年 5 月 15 日披露的《2023 年年度权益分派方案》。同日，公司根据《北 京证券交易所上市公司持续监管指引第 4 号——股份回购》等有关规定对本次回购股份 方案中进行 ...

证券代码：833075 证券简称：柏星龙 公告编号：2024-073 深圳市柏星龙创意包装股份有限公司 回购进展情况公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、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个别及连带法律 责任。 一、 回购方案基本情况 深圳市柏星龙创意包装股份有限公司（以下简称"公司"）于 2023 年 10 月 7 日召 开第五届董事会第四次会议、第五届监事会第四次会议，审议通过了关于《回购股份 方案》的议案。公司现任独立董事对本议案发表了同意的独立意见。根据《公司法》 《公司章程》等相关规则制度规定，公司回购股份用于股权激励的情形，经三分之二 以上董事出席的董事会决议通过后，无需再提交股东大会审议。 公司于 2023 年 5 月 15 日披露的《2023 年年度权益分派方案》。同日，公司根据 《北京证券交易所上市公司持续监管指引第 4 号——股份回购》等有关规定对本次回 购股份方案中进行调整，对本次回购价格上限及预计剩余可回购数量进行调整。 （一）回购用途及目的 （四）拟回购数量、资金总额及资金来源 本次拟回购资金总额不少于 8,000,0 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for the next six months [1][2]. Core Insights - The company reported a revenue of 280 million yuan for H1 2024, representing a year-on-year increase of 16.3%, and a net profit attributable to shareholders of 27.1 million yuan, up 26.2% year-on-year [1]. - The company has a strong order backlog of 190 million yuan as of June 30, 2024, reflecting a year-on-year growth of 19.3%, suggesting robust growth potential in the upcoming peak season [1][2]. - The establishment of a wholly-owned subsidiary targeting the cultural and creative product market is expected to enhance the company's creative packaging capabilities and expand its service offerings [1][2]. Financial Performance Summary - For H1 2024, the company achieved a revenue of 280 million yuan, with a net profit of 27.1 million yuan, and a non-recurring net profit of 23.9 million yuan, showing increases of 16.3%, 26.2%, and 25.4% respectively [1]. - The company’s domestic and international sales for H1 2024 were 185.7 million yuan and 89.3 million yuan, reflecting year-on-year growth of 23.0% and 4.3% respectively [1]. - The revenue forecast for 2024-2026 is projected to grow from 632.8 million yuan in 2024 to 982.35 million yuan in 2026, with a compound annual growth rate (CAGR) of 26.6% [3][6]. Profitability and Valuation Metrics - The forecasted net profit for 2024-2026 is expected to be 55.9 million yuan, 70.9 million yuan, and 93.4 million yuan respectively, with corresponding price-to-earnings (PE) ratios of 13, 10, and 8 [2][3]. - The company's return on equity (ROE) is projected to improve from 12.73% in 2024 to 17.43% in 2026, indicating enhanced profitability [3][6].

开 源 证 券 证 券 研 究 报 告 隐证券 北交所信息更新 北 交 所 研 究 柏星龙（833075.BJ） 2024 年 08 月 22 日 文创产品热销-自研创意设计 AI，2024H1 归母净利润+26% ——北交所信息更新 投资评级：增持（维持） 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 | --- | --- | |-------------------------|------------| | 日期 | 2024/8/21 | | 当前股价 ( 元 ) | 11.04 | | 一年最高最低 ( 元 ) | 19.70/7.38 | | 总市值 ( 亿元 ) | 7.16 | | 流通市值 ( 亿元 ) | 2.72 | | 总股本 ( 亿股 ) | 0.65 | | 流通股本 ( 亿股 ) | 0.25 | | 近 3 个月换手率 (%) | 91.12 | 2024H1 营收 2.75 亿元（+16.25%），归母净利润 2708.62 万元（+26.20%） 公司发布 2024 年半年度报告，实现营业收入 2.75 亿元，同比增长 1 ...

Business Performance - Revenue for the current period reached ¥275,030,801.20, representing a 16.25% increase compared to ¥236,595,731.55 in the same period last year[15]. - Net profit attributable to shareholders was ¥27,086,168.09, up 26.20% from ¥21,462,904.19 year-over-year[15]. - The company achieved a net cash flow from operating activities of ¥2,684,484.50, a decrease of 90.06% compared to ¥27,008,435.84 in the previous year[18]. - The company had an order backlog of 192 million yuan, which is a 19.25% increase from 161 million yuan year-on-year[27]. - The company reported a total comprehensive income of 30,401,261.68 CNY for the current period, indicating a positive performance compared to the previous period[99]. Financial Position - Total assets decreased by 9.43% to ¥622,752,259.27 from ¥687,624,544.45 at the end of the previous period[16]. - Total liabilities decreased by 21.17% to ¥221,912,091.30 from ¥281,512,295.26 year-over-year[16]. - The company's net asset per share decreased to ¥6.07 from ¥6.23, a decline of 2.57%[16]. - Cash and cash equivalents decreased by 73.85% to ¥47,983,237.88, primarily due to net cash outflows for financial products and dividend distributions totaling ¥7,250 million and ¥2,952.22 million respectively[33]. - The company's equity attributable to shareholders decreased from ¥403,519,069.41 to ¥393,750,397.34, a decline of about 2.0%[78]. Research and Development - The company filed for 6 new utility model patents, 1 invention patent, and received 16 international design awards during the reporting period[2]. - Research and development expenses grew by 32.66% to ¥11,724,743.21, reflecting the company's commitment to innovation[35]. - The company has invested significantly in new materials, new processes, and anti-counterfeiting technologies to enhance its product offerings[25]. - The company aims to leverage AI in creative design, enhancing efficiency and optimizing design processes[28]. - The company has established a systematic management system for product design and R&D, with an annual budget for new product development[53]. Market Expansion - The company continues to expand its market presence, providing integrated solutions for high-end consumer goods across various sectors, including alcohol, cosmetics, and luxury items[21]. - The company is focusing on expanding its business in the domestic liquor market and actively exploring overseas cosmetics and premium markets[27]. - The company is actively developing a supplier resource pool for non-paper products to meet the delivery needs of cultural and creative products[28]. - The company is positioned to benefit from increasing demand for creative packaging solutions as policies against excessive packaging are enforced[31]. - The company is expanding its customer base beyond the liquor and cosmetics industries to include tea and food sectors[51]. Shareholder Returns - On May 22, 2024, the company distributed a cash dividend of 4.60 RMB per 10 shares to shareholders, reflecting a commitment to enhancing shareholder returns[2]. - The company plans to repurchase shares with a total amount not less than 8,000,000 yuan and not exceeding 10,000,000 yuan, using its own funds[61]. - As of the end of the reporting period, the company has repurchased 740,745 shares, accounting for 1.14% of the total share capital, with a total payment of 7,837,699.00 yuan, which is 78.38% of the upper limit of the repurchase fund[61]. - The repurchased shares will be used for equity incentives or employee stock ownership plans, and will not have voting rights or profit distribution rights until used[61]. - The company has not distributed profits to owners or shareholders during the current period, maintaining a focus on reinvestment[100]. Environmental Commitment - The company is committed to green packaging solutions, aligning with national policies on reducing plastic pollution and promoting sustainable practices[30]. - The company emphasizes environmentally friendly packaging design, utilizing recyclable materials and reducing excessive packaging[49]. - The company has implemented effective pollution control measures, including VOCs treatment and wastewater recycling[49]. - The company actively engages in social responsibility, focusing on employee welfare and sustainable business practices[47]. - The company has no fixed assets pledged as collateral during the period, ensuring financial flexibility[176]. Corporate Governance - The company maintains a commitment to corporate governance and transparent communication with investors, ensuring shareholder rights[47]. - The company has not experienced any changes in its independent directors during the reporting period[73]. - The company has no major litigation or arbitration matters during the reporting period[55]. - The company has no instances of shareholders or related parties occupying or transferring company funds or assets[59]. - The company has not made any changes to accounting policies or estimates compared to the previous year, ensuring consistency in financial reporting[100].

证券代码：833075 证券简称：柏星龙 公告编号：2024-072 一、募集资金基本情况 深圳市柏星龙创意包装股份有限公司 为规范公司募集资金管理，提高募集资金使用效率，保护投资者合法权益， 根据《中华人民和国公司法》《中华人民共和国证券法》《北京证券交易所上市 公司持续监管办法（试行）》《北京证券交易所股票上市规则（试行）》等相关 法律法规和规范性文件的规定，结合公司实际情况，制定了《募集资金管理制度》。 公司已对募集资金采取了专户存储管理制度，并已与保荐机构、存放募集资金的 银行签署了《募集资金三方监管协议》。 截至 2024 年 6 月 30 日，公司公开发行股份募集资金的存储具体情况如下： 单位：元 | 存管银行 | 银行账户 | 初始存放金额 | 期末金额 | 备注 | | --- | --- | --- | --- | --- | | 中国工商 银行深圳 | 4000020429201058467 | 139,167,060.00 | 19,549,105.33 | 累计募集 | | | | | | 资金利息 | | | | | | 收入及理 | | 罗湖支行 | | | | 财收入为 | | ...

证券代码：833075 证券简称：柏星龙 公告编号：2024-068 深圳市柏星龙创意包装股份有限公司 第五届董事会第十次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2024 年 8 月 20 日 2.会议召开地点：深圳市罗湖区清水河街道清水河一路罗湖投资控股大厦 A 座 11 楼大会议室。 3.会议召开方式：现场及通过通讯方式召开会议。 4.发出董事会会议通知的时间和方式：2024 年 8 月 16 日以通讯及邮件方式 发出 （一）审议通过《关于<2024 年半年度报告>》的议案 1.议案内容： 5.会议主持人：董事长赵国义先生。 6.会议列席人员：监事会成员、董事会秘书以及公司其他高级管理人员列席 了会议。 7.召开情况合法、合规、合章程性说明： 本次董事会会议通知依法定程序和时间发出，本次会议符合《公司法》《公 司章程》和《公司董事会议事规则》的相关规定，会议的召开合法有效。 （二）会议出席情况 会议应出席董事 6 人 ...