Core Viewpoint - The company is currently in the ramp-up phase of its 700,000-ton chemical pulp project, which is expected to enhance its self-sufficiency in wood pulp to over 85% since its production began in May 2025 [2]. Group 1 - The company has stated that the capacity utilization rate will be dynamically adjusted based on process optimization and market demand [2]. - The project allows for flexible production of both softwood and hardwood pulp products [2]. - The company aims to continue enhancing capacity release and process refinement to maximize the project's role in cost reduction and efficiency improvement [2].

Market Overview - The paper sector experienced a decline of 0.61% on January 15, with Minshida leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Stock Performance - Notable gainers in the paper sector included: - Rongsheng Environmental: closed at 13.40, up 1.21% with a trading volume of 29,700 lots [1] - Qifeng New Materials: closed at 8.60, up 0.82% with a trading volume of 78,600 lots [1] - Significant decliners included: - Minshida: closed at 53.00, down 7.70% with a trading volume of 62,500 lots [2] - Zhishi Paper: closed at 5.39, down 3.23% with a trading volume of 735,700 lots [2] Capital Flow - The paper sector saw a net outflow of 268 million yuan from institutional investors, while retail investors contributed a net inflow of 151 million yuan [2] - The capital flow for specific stocks showed: - Sun Paper: net inflow of 15.85 million yuan from institutional investors [3] - Bohui Paper: net inflow of 5.85 million yuan from institutional investors [3] - Qifeng New Materials: net inflow of 1.68 million yuan from institutional investors [3]

Core Viewpoint - Huatai Co., Ltd. reported that Huatai Group Financial Company has been operating well since its establishment, achieving a cumulative net profit of 61.176 million yuan by September 30, 2025 [1] Financial Performance - As of September 30, 2025, Huatai Group Financial Company has realized a cumulative net profit of 61.176 million yuan [1]

（编辑 丛可心） 证券日报网讯 1月13日，华泰股份在互动平台回答投资者提问时表示，公司当前生产经营稳定，现金流 充裕，资产负债率处于行业较低水平。目前公司与多家国有银行及股份制银行等金融机构建立了长期良 好的业务合作关系，独立开展融资、授信等各类金融业务，具备多元化的融资及财务合作渠道。华泰集 团财务公司是由公司与华泰集团共同出资设立、经国家金融监管总局批准成立的非银行金融机构，其中 公司持股40%。 ...

Group 1 - The paper sector experienced a rise of 0.55% on January 12, with Qifeng New Materials leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Key stocks in the paper sector showed significant increases, with Qifeng New Materials rising by 5.21% to a closing price of 68.8, and Changxing Paper Industry increasing by 4.14% to 5.79 [1] Group 2 - The paper sector saw a net outflow of 85.15 million yuan from major funds, while retail investors contributed a net inflow of 139 million yuan [2] - Individual stocks like Shanying International and Bohui Paper experienced varying levels of net inflow and outflow from different investor categories [3] - Shanying International had a major fund net outflow of 25.60 million yuan, while Bohui Paper saw a net inflow of 15.72 million yuan from major funds [3]

Core Insights - The article highlights the remarkable journey of Huatai Group, which transformed from a small paper factory into a leading industry giant with total assets exceeding 46 billion yuan, dominating 70% of the market for government and party publications in China [3][10][24] - The company's philosophy emphasizes reinvestment of profits into production rather than distributing bonuses, which has become a core part of its identity [5][19] - Huatai's strategic decisions, such as investing over 10 billion yuan in advanced production lines and adapting to market changes, showcase its resilience and innovative spirit [6][11][19] Company History and Development - Huatai was founded in 1976 with minimal resources, relying on second-hand equipment and the ingenuity of its workers to produce its first paper [3][5] - The company went public in 2000, raising 1.06 billion yuan to support its growth during a booming period for the Chinese newspaper industry [5][10] - By 2010, Huatai had become the largest producer of newsprint in China, supplying major publications like the People's Daily [10][11] Strategic Adaptation - Faced with a decline in demand for newsprint due to the rise of the internet, Huatai reduced its production capacity from 2 million tons to 450,000 tons and shifted focus to high-end cultural and packaging paper, resulting in increased revenue [11][12] - The company is investing in smart manufacturing and high-end production techniques, including a 520,000-ton cultural paper project set to launch in 2024, utilizing 5G technology [14][19] Social Responsibility and Environmental Commitment - Huatai has invested over 4 billion yuan in environmental protection initiatives, achieving ultra-low wastewater emissions and creating a circular economy [20][24] - The company prioritizes social responsibility, ensuring that its products support national education by adjusting production schedules to meet the needs of textbooks [15][17] Future Outlook - Huatai aims to achieve sales revenue of 83 billion yuan and tax contributions of 5.2 billion yuan in 2024, driven by two major projects [22][24] - The company is also expanding into new markets with biodegradable products, positioning itself for future growth in sustainable materials [22][24]

证券代码：600308 股票简称：华泰股份 编号：2026-001 山东华泰纸业股份有限公司 关于全资子公司AR数字车间入选国家工信部 2025年元宇宙典型案例的公告 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。 2026年1月9日 近日，国家工业和信息化部科技司发布了《"2025年元宇宙典型案例"入选案例名单》，公司全资子公司 瞬捷数字科技（山东）有限公司（以下简称"瞬捷数字科技"）申报的"AR数字车间"项目成功入选工业 和信息化部2025年元宇宙典型案例（行业应用类），成为造纸行业数字化转型领域的标杆案例之一。本 次入选是国家主管部门对瞬捷数字科技在元宇宙技术与工业制造融合应用领域创新能力的权威认可，也 体现了公司在造纸主业数字化、智能化转型过程中的技术积淀与实践成果。 瞬捷数字科技"AR数字车间"项目融合AR增强现实、数字孪生、工业互联网等技术，打通造纸生产环节 的QCS（质量控制系统）、MES（制造执行系统）、ERP（企业资源计划）等核心业务系统，将生产数 据、设备状态、工艺参数等信息通过AR标签可视化呈现，实现生产 ...

瞬捷数字科技"AR数字车间"项目融合AR增强现实、数字孪生、工业互联网等技术，打通造纸生产环节 的QCS(质量控制系统)、MES(制造执行系统)、ERP(企业资源计划)等核心业务系统，将生产数据、设备 状态、工艺参数等信息通过AR标签可视化呈现，实现生产管理"一图全览"。项目落地后，可提供设备 远程运维、现场可视化操作指导、跨区域专家协同等功能，有效解决传统造纸车间生产数据割裂、现场 操作协同效率低、设备故障排查慢等行业痛点，助力公司生产环节的效率提升与成本优化，进一步巩固 公司在造纸行业数字化转型中的领先地位。 格隆汇1月9日丨华泰股份(600308.SH)公布，近日，国家工业和信息化部科技司发布了《"2025年元宇宙 典型案例"入选案例名单》，公司全资子公司瞬捷数字科技(山东)有限公司申报的"AR数字车间"项目成 功入选工业和信息化部2025年元宇宙典型案例(行业应用类)，成为造纸行业数字化转型领域的标杆案例 之一。本次入选是国家主管部门对瞬捷数字科技在元宇宙技术与工业制造融合应用领域创新能力的权威 认可，也体现了公司在造纸主业数字化、智能化转型过程中的技术积淀与实践成果。 本次入选国家级元宇宙典型案例， ...

格隆汇1月9日丨华泰股份(600308.SH)公布，近日，国家工业和信息化部科技司发布了《"2025 年元宇宙 典型案例"入选案例名单》，公司全资子公司瞬捷数字科技(山东)有限公司申报的"AR 数字车间"项目成 功入选工业和信息化部 2025 年元宇宙典型案例(行业应用类)，成为造纸行业数字化转型领域的标杆案 例之一。本次入选是国家主管部门对瞬捷数字科技在元宇宙技术与工业制造融合应用领域创新能力的权 威认可，也体现了公司在造纸主业数字化、智能化转型过程中的技术积淀与实践成果。 瞬捷数字科技"AR 数字车间"项目融合AR 增强现实、数字孪生、工业互联网等技术，打通造纸生产环 节的QCS(质量控制系统)、MES(制造执行系统)、ERP(企业资源计划)等核心业务系统，将生产数据、设 备状态、工艺参数等信息通过 AR 标签可视化呈现，实现生产管理"一图全览"。项目落地后，可提供设 备远程运维、现场可视化操作指导、跨区域专家协同等功能，有效解决传统造纸车间生产数据割裂、现 场操作协同效率低、设备故障排查慢等行业痛点，助力公司生产环节的效率提升与成本优化，进一步巩 固公司在造纸行业数字化转型中的领先地位。 本次入选国家级 ...

山东华泰纸业股份有限公司 关于全资子公司 AR 数字车间入选国家工信部 2025 年元宇宙典型案例的公告 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。 一、案例入选情况 近日，国家工业和信息化部科技司发布了《"2025 年元宇宙典 型案例"入选案例名单》，公司全资子公司瞬捷数字科技（山东）有 限公司（以下简称"瞬捷数字科技"）申报的"AR 数字车间"项目成 功入选工业和信息化部 2025 年元宇宙典型案例（行业应用类），成为 造纸行业数字化转型领域的标杆案例之一。本次入选是国家主管部门 对瞬捷数字科技在元宇宙技术与工业制造融合应用领域创新能力的 权威认可，也体现了公司在造纸主业数字化、智能化转型过程中的技 术积淀与实践成果。 瞬捷数字科技"AR 数字车间"项目融合 AR 增强现实、数字孪生、 工业互联网等技术，打通造纸生产环节的 QCS（质量控制系统）、MES （制造执行系统）、ERP（企业资源计划）等核心业务系统，将生产数 据、设备状态、工艺参数等信息通过 AR 标签可视化呈现，实现生产 管理"一图全览"。项目落地后，可提 ...