证券代码：837174 证券简称:宏裕包材 公告编号：2025-103 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。 重要风险提示： 1.湖北宏裕新型包材股份有限公司（以下简称"公司"）于 2025 年 9 月 2 日披露了《股 票交易异常波动公告》（公告编号：2025-102）。公司股票收盘价格涨幅偏离值累计达到北京 证券交易所的有关规定，属于股票交易异常波动情形。 2.经查询中证指数有限公司网站数据，截至 2025 年 9 月 4 日，公司最新滚动市盈率为 358.37，公司所属中上协行业分类"橡胶和塑料制品业"，最新滚动市盈率为 26.24。 3.近期公司股价短期涨幅较大，明显偏离市场走势，存在市场情绪过热的风险。公司不 存在应披露未披露的重大信息。敬请广大投资者注意二级市场交易风险，理性决策，审慎投 资。 一、股票交易异常波动的具体情况 公司股票最近 2 个有成交的交易日 2025 年 9 月 3 日-2025 年 9 月 4 日以内收盘价涨幅 偏离值累计达到 71.26%，根据《北京证券交易所 ...

中信证券股份有限公司关于湖北宏裕新型包材股份有限公司 2025 年半年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》《北京证券交易所股票上市规则》 等有关法律法规、规范性文件的规定，中信证券股份有限公司（以下简称"中信 证券"或"保荐机构"）作为湖北宏裕新型包材股份有限公司（以下简称"宏裕 包材"或"公司"）的保荐机构，负责宏裕包材的持续督导工作，并出具 2025 年 半年度持续督导跟踪报告。 1 三、公司及股东承诺履行情况 项目 工作内容 1、公司信息披露审阅情况 （1）是否及时审阅公司信息披露文件 是 （2）未及时审阅公司信息披露文件的次数 不适用 2、督导公司建立健全并有效执行规章制度的 情况 （1）是否督导公司建立健全规章制度（包括 但不限于防止关联方占用公司资源的制度、 募集资金管理制度、内控制度、内控审计制 度、关联交易制度） 是 （2）公司是否有效执行相关规章制度 是 3、募集资金监督情况 （1）查询公司募集资金专户次数 每月一次 （2）公司募集资金项目进展是否与信息披露 文件一致 是 4、公司治理督导情况 （1）列席公司股东会次数 未现场出席，审阅了历次会议通知及决议 （2）列席公司 ...

New Stock Offerings - Fushun Special Steel (600399) is undergoing a tender offer period from August 12, 2025, to September 10, 2025[1] - *ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) has announced its latest updates on September 4, 2025[1] Market Alerts - Kaipu Cloud (688228) has reported severe abnormal fluctuations as of August 30, 2025[1] - Siquan New Materials (301489) and Xinhua Jin (600735) also reported significant market movements on August 22 and August 30, 2025, respectively[1] - Multiple companies including *ST Baoying (002047) and Wantong Development (600246) have updates as of September 4, 2025[1] Trading Notifications - A total of 30 companies have issued trading notifications with specific dates for announcements and updates, indicating active market participation[1] - The report includes links to detailed announcements for each company, ensuring transparency and accessibility of information[1]

Core Viewpoint - Hongyu Packaging (837174) experienced a trading halt today, with a daily price increase of 29.99% and a trading volume of 5.67 billion yuan, indicating significant market interest and volatility [2] Trading Activity - The stock had a turnover rate of 13.00% and a price fluctuation of 38.00% throughout the day [2] - The top five trading departments accounted for a total transaction volume of 1.65 billion yuan, with a buying amount of 690.935 million yuan and a selling amount of 961.570 million yuan, resulting in a net sell of 27.0635 million yuan [2] - The largest buying department was Dongfang Securities, Shanghai Pudong New District, with a purchase amount of 18.7887 million yuan, while the largest selling department was Guojin Securities, Shenzhen branch, with a selling amount of 22.8591 million yuan [2] Detailed Trading Data - The top five buying departments and their respective amounts are as follows: - 1st: Dongfang Securities, 18.7887 million yuan - 2nd: Bohai Securities, 12.3124 million yuan (with a selling amount of 5.0056 million yuan) - 3rd: Zhongyou Securities, 11.8509 million yuan - 4th: Donghai Securities, 11.6386 million yuan (with a selling amount of 4.2213 million yuan) - 5th: Dongfang Fortune Securities, 9.3472 million yuan (with a selling amount of 1.3738 million yuan) [2] - The top five selling departments and their respective amounts are as follows: - 1st: Guojin Securities, 22.8591 million yuan - 2nd: Huatai Securities, 22.4724 million yuan - 3rd: Guoxin Securities, 15.7685 million yuan - 4th: Guodu Securities, 14.9164 million yuan - 5th: CITIC Securities, 9.5400 million yuan [2]

Market Overview - A total of 41 stocks hit the daily limit up, while 29 stocks faced limit down, resulting in a sealing rate of 58% [1] - The market experienced a downward trend throughout the day, with the ChiNext index leading the decline, dropping over 6% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.54 trillion yuan, an increase of 180.2 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index fell by 1.25%, the Shenzhen Component Index dropped by 2.83%, and the ChiNext Index decreased by 4.25% [1] Stock Performance - The rate of consecutive limit-up stocks decreased to 22.22%, with only two stocks achieving three or more consecutive limit-ups [3] - Notable stocks include Hongyu Packaging, which achieved a four-day limit-up, and Jimin Health, which had nine limit-ups in 16 days [3][11] - The retail, food, and paper sectors showed strong performance, while sectors like CPO, semiconductors, and military industries faced declines [1][3] Key Industry Trends - The new energy storage sector is experiencing significant growth, with installed capacity exceeding 100 GW in the first half of the year [4] - The demand for energy storage projects is surging due to favorable pricing and compensation mechanisms in regions like Inner Mongolia [4] - The solid-state battery concept is undergoing adjustments, with expectations for a potential rebound in related materials [4][16] Consumer Sector Insights - Local consumption subsidies are being implemented, with cities like Shaoxing offering incentives for hotel dining [5][14] - The consumer sector, particularly food and retail, is showing resilience, with stocks like Eurasia Group and Huifa Foods achieving limit-ups [5][12] - The upcoming National Day and Mid-Autumn Festival are expected to boost consumer sentiment and spending [5] Financial Market Dynamics - The number of new A-share accounts reached 2.6503 million in August, marking a 165% year-on-year increase [7] - The financial sector saw a rebound, with stocks like Pacific Securities hitting limit-up despite a general decline in internet finance stocks [7] - The overall trading volume has decreased from around 3 trillion yuan to approximately 2.5 trillion yuan, indicating a shift in market dynamics [7] Future Market Outlook - The market is currently in a phase of adjustment, with significant selling pressure observed in previously high-performing sectors [8] - The North Exchange Index showed a temporary increase of over 3%, indicating potential recovery in micro-cap stocks [8] - The Shanghai Composite Index is testing support levels around 3731 points, which may lead to increased volatility in the near term [8]

Core Viewpoint - Hongyu Packaging has experienced significant stock price increases, achieving a cumulative rise of nearly 120% over three consecutive trading days, with a year-to-date increase of 325.15%, making it the top performer in the North Exchange A-shares [1][3]. Stock Performance - As of September 3, Hongyu Packaging's stock price has reached a historical high, approaching 50 yuan, and has recorded three consecutive 30cm涨停 (limit-up) days [1][3]. - The stock's year-to-date increase of 325.15% positions it as the best performer in the North Exchange A-shares, outperforming over 99.7% of market stocks [3][4]. Market Activity - The stock has attracted significant attention from retail investors, with multiple well-known trading seats appearing on the leaderboard, indicating strong market interest [5][7]. - On September 3, the total trading volume for Hongyu Packaging was approximately 414.11 million yuan, with a total of 10.01 million shares traded [6]. Trading Dynamics - The top five buying seats on the leaderboard included four with net purchases exceeding 10 million yuan, while the top selling seat had a net sell amount exceeding 30 million yuan [5][6]. - The stock's recent performance has broken a two-month period of low activity in the North Exchange, marking a significant resurgence in trading interest [7]. Investor Sentiment - The stock's recent surge has been supported by active trading from various funds, with a notable presence of institutional investors among the top trading seats [11][13]. - The overall market has seen a slight decrease in trading volume, but active funds continue to engage frequently, with 227 stocks appearing on the leaderboard in the past five days [11][13].

Core Viewpoint - The recent surge in stock prices of companies like EVE Energy and Guoxuan High-Tech is attributed to advancements in solid-state battery technology, which is seen as a key growth area in the battery industry [1][5][6]. Company Developments - EVE Energy's Chengdu solid-state battery production base was officially inaugurated on September 2, 2025, with a total area of approximately 11,000 square meters and an annual production capacity of nearly 500,000 cells once fully operational [5][6]. - The first product from this base, the "Longquan No. 2" solid-state battery, has a capacity of 10Ah, energy density of 300Wh/kg, and volume energy density of 700Wh/L, targeting applications in humanoid robots, low-altitude aircraft, and AI high-end equipment [5][6]. - EVE Energy aims to achieve an energy density of 400Wh/kg and a volume energy density of 1000Wh/L by 2025, accelerating the commercialization of solid-state batteries [5][6]. Industry Trends - Guoxuan High-Tech has also highlighted its progress in solid-state battery research, claiming to be ahead in the industry with its first solid-state experimental line achieving a 90% yield rate [5][6]. - The solid-state battery sector is gaining traction, with companies like Hongyu Packaging experiencing stock price increases due to market speculation about their involvement in lithium battery packaging, which is essential for solid-state batteries [7][9]. Financial Performance - Hongyu Packaging reported a total revenue of 321 million yuan for the first half of 2025, a year-on-year increase of 5.54%, and a net profit of 12.21 million yuan, up 147.37% compared to the previous year [7][9]. - The company's new materials business, which includes lithium battery packaging, saw a revenue increase of 66.60% year-on-year, although it still reported a negative gross margin of -14.48% [9].

北交所公开信息显示，当日该股因日涨跌幅达到29.99%、日价格振幅达37.14%上榜，营业部席位合计 净买入1012.50万元。 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1.51亿元，其中，买入成交额为8057.11 万元，卖出成交额为7044.61万元，合计净买入1012.50万元。 具体来看，今日上榜营业部中，第一大买入营业部为中信证券股份有限公司杭州富春路证券营业部，买 入金额为1990.26万元，第一大卖出营业部为东吴证券股份有限公司苏州狮山路证券营业部，卖出金额 为3245.72万元。（数据宝） 宏裕包材（837174）今日涨停，全天换手率12.30%，成交额4.14亿元，振幅37.14%。龙虎榜数据显示， 营业部席位合计净买入1012.50万元。 宏裕包材9月3日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 中信证券股份有限公司杭州富春路证券营业部 | 1990.26 | 1.45 | | 买二 | 国融证券股份有限公司广西分公司 | 1917.59 | 0.00 | ...

New Stock Offerings - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) announced significant trading activity on September 3, 2025[1] Market Volatility - Kaipu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) experienced significant trading activity on August 30, 2025[1] - ST Chuntian (600381) had notable trading activity on September 3, 2025[1] Other Notable Announcements - ST Er Ya (600107) reported trading activity on September 3, 2025[1] - Shanghai Electric Power (600021) had significant trading activity on September 3, 2025[1] - ST Gao Hong (000851) reported trading activity on September 3, 2025[1]

Investment Rating - The report indicates a positive outlook for the industry, suggesting a focus on high elasticity varieties and potential growth in specialized sectors [1][3]. Core Insights - The North Exchange A-shares saw a trading volume of 37.77 billion yuan on September 2, 2025, an increase of 9.73 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1574.88, up 0.40% [1][8]. - The specialized and innovative index closed at 2737.44, reflecting a 0.26% increase, indicating resilience in the market despite broader economic challenges [1][8]. - A total of 196 out of 274 companies listed on the North Exchange experienced price increases, highlighting a positive market sentiment [1][14]. Summary by Sections Market Review - The North Exchange A-shares trading volume reached 37.77 billion yuan, marking a significant increase of 9.73 billion yuan from the previous day [1][8]. - The North Exchange 50 Index recorded a closing price of 1574.88, with a PE_TTM of 77.14 times, while the specialized and innovative index closed at 2737.44 [1][8]. Stock Performance - Among the 274 companies, 196 saw their stock prices rise, with the top gainers being Hengjin Induction (30.0%), Hongyu Packaging (30.0%), and Shunyu Precision (21.1%) [1][14][16]. - Conversely, the top decliners included Gebijia (-7.6%) and Lierda (-4.9%), indicating a mixed performance across the board [1][14][15]. Important News - Mitsubishi Heavy Industries plans to double its gas turbine production capacity within two years due to rising global demand driven by equipment replacement cycles and data center construction [2][17]. - The new power system industry is entering a golden development period, with companies like CATL and Envision Technology actively positioning themselves despite existing challenges [2][18]. Company Announcements - Huiwei Intelligent announced the use of 33.55 million yuan of idle funds for cash management, with an unexpired balance of 90.22 million yuan, representing 36.17% of its net assets for 2024 [2][19]. - Forward Technology reported the purchase of structured deposit products with 15 million yuan of idle funds, expecting an annualized return of 0.70% to 1.25% [2][20]. - Hongyu Packaging triggered an abnormal trading fluctuation due to a cumulative price deviation of 68.93% over two trading days [2][21].