近几年，造纸行业供过于求背景下，相关上市公司业绩承压。2025年上半年，20家造纸上市公司中，仅 有6家企业净利润实现增长，其余14家造纸企业业绩出现下滑，业绩最差的企业上半年净利润仅有 196.25万元。 年内第三轮调价 继8月瓦楞纸、牛卡纸等包装纸涨价后，白卡纸也迎来了涨价潮。8月底，国内6家白卡纸企业密集发布 调价函，博汇纸业（600966.SH）、玖龙纸业（02689.HK）、亚太森博、APP（中国）、万国纸业、联 盛浆纸宣布从9月1日起，白卡纸系列产品在现有价格基础上，执行价上调100元/吨。 9月4日，卓创资讯白卡纸分析师孔祥芬告诉《华夏时报》记者，今年以来，白卡纸市场走势震荡下跌， 当前纸价已处于年内底部水平，行业理论盈利处于亏损状态，在运营压力较大以及传统需求旺季即将到 来的背景下，8月底国内白卡纸规模企业纷纷发布价格提涨通知。 本报（chinatimes.net.cn）记者何一华 李未来 北京报道 孔祥芬告诉记者，从需求角度来看，白卡纸市场具有一定的季节性变化规律，9月即将进入传统需求旺 季，市场具备价格拉涨时机。 她进一步表示，中秋、国庆节日订单、药包等订单预期增加，利于市场供需矛盾阶段性 ...

证券之星消息，9月2日造纸板块较上一交易日下跌0.44%，恒达新材领跌。当日上证指数报收于 3858.13，下跌0.45%。深证成指报收于12553.84，下跌2.14%。造纸板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600103 | 青山纸业 | 2.76 | 9.96% | 408.33万 | | 11.10亿 | | 600567 | 山鹰国际 | 1.91 | 1.60% | 171.46万 | | 3.25亿 | | 600235 | 民丰特纸 | 6.58 | 1.08% | 9.49万 | 6184.18万 | | | 605377 | 华旺科技 | 9.50 | 0.53% | 14.19万 | | 1.34亿 | | 600433 | 冠蒙高新 | 3.14 | 0.32% | 20.51万 | 6407.25万 | | | 600963 | 岳阳林纸 | 4.72 | 0.00% | 40.81万 | | 1.91亿 | | 603 ...

证券日报网讯 9月1日晚间，山鹰国际发布公告称，截至2025年8月31日，公司已通过集中竞价交易方式 累计回购股份144，889，200股。 （文章来源：证券日报） ...

证券代码：600567 证券简称：山鹰国际 公告编号：2025-067 公司安徽省分行出具的《贷款承诺函》，承诺为公司上述回购提供金额不超过人民 币 3 亿元的专项回购借款，借款期限 36 个月。公司已与中国工商银行股份有限公 司马鞍山花山支行签订了《上市公司股票回购借款合同》，借款金额 3 亿元，回购 专项贷款已发放至公司银行账户。 山鹰国际控股股份公司 关于以集中竞价交易方式回购股份的进展公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/6/25 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2025 12 | 6 | 23 | 日~2025 | 年 | 月 | 22 | 日 | | 预计回购金额 | 5亿元~10亿元 | | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 √用于转换公司可转债 ...

时值酷暑，该企业设备校验现场温度高达38℃，校验人员顶住烈日高温，连续奋战，顺利完成40余个安 全阀在线校验工作，发现了2个位于户外的安全阀因长期日晒雨淋、腐蚀严重，已出现阀瓣卡滞等失效 情况，存在较大安全隐患。技术人员立即在现场指导企业设备管理人员制定更换方案，彻底消除安全隐 患，为企业避免了因安全阀失效可能导致的停机、泄漏等风险，避免造成经济损失，有效护航山鹰纸业 安全稳定生产。 中国质量新闻网讯 8月20日至22日，广东省特种设备检测研究院肇庆检测院应上市公司广东山鹰纸业股 份有限公司申请，派出多名安全阀校验员赴肇庆高新区生产基地完成该厂区大批量安全阀在线校验工 作，为企业持续安全生产保驾护航，获得企业管理人员一致赞扬。 肇庆检测院技术人员不怕苦不怕累的敬业精神和高超的校验技术得到企业管理人员一致赞扬。下一步， 肇庆检测院将持续为有需要的重点企业提供 "送检上门"服务，为辖区企业安全稳定生产提供特种设备 技术保障。（张丽琴） ...

截至2025年6月30日，公司股东户数为18.91万户，较3月31日减少1.17万户，减幅为5.84%。户均持股数 量由上期的2.72万股增加至2.89万股，户均持股市值为5.5万元。 业绩披露要点 山鹰国际2025年中报显示，公司主营收入138.42亿元，同比下降2.89%；归母净利润4181.54万元，同比 下降63.17%；扣非净利润-6577.99万元，同比上升39.16%。2025年第二季度单季度主营收入70.76亿元， 同比下降6.72%；单季度归母净利润900.09万元，同比下降87.92%；单季度扣非净利润-2144.94万元，同 比上升76.85%；负债率68.99%，投资收益3474.35万元，财务费用4.5亿元，毛利率9.51%。 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。 业绩披露要点：2025年第二季度扣非净利润-2144.94万元，同比上升76.85%。 交易信息汇总：8月26日发生1笔大宗交易，成交金额122.5万元。 股本股东变化：截至2025年6月30日股东户数为18.91万户，较3月31日减少 ...

Core Insights - The appreciation of the Renminbi has positively impacted certain sectors, with the Renminbi appreciation beneficiary sector rising by 0.25% compared to the previous trading day [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Sector Performance - Leading the Renminbi appreciation beneficiary sector was Caesar Travel, which saw a closing price of 5.92, an increase of 10.04% with a trading volume of 1.73 million shares and a transaction value of 99.56 million [1] - Other notable performers included Tongling Nonferrous Metals with a closing price of 4.51, up 3.44%, and Sun Paper with a closing price of 15.36, up 3.09% [1] Capital Flow Analysis - The Renminbi appreciation beneficiary sector experienced a net outflow of 620 million yuan from institutional investors, while retail investors saw a net inflow of 308 million yuan [2] - The capital flow data indicates that while institutional investors withdrew funds, retail investors were more active in purchasing shares within this sector [2][3] Individual Stock Insights - Caesar Travel had a net inflow of 247 million yuan from institutional investors, but a net outflow of 99.66 million yuan from speculative funds [3] - In contrast, Tongling Nonferrous Metals experienced a net outflow of 10.02% from speculative funds, indicating a lack of interest from this investor group [3]

Core Viewpoint - A new company named Hefei Huanshen Youjiu Resource Recycling Service Technology Co., Ltd. has been established, focusing on resource recycling and waste management services [1] Company Summary - The legal representative of the newly established company is Wang Jian [1] - The company's business scope includes research and development of resource recycling technology, consulting services for resource recycling, solid waste treatment, recycling of renewable resources, and biomass fuel processing [1] - The company is indirectly controlled by Shanying International (stock code: 600567) [1]

Core Viewpoint - The stock of Shanying International (600567) has shown a decline in both price and net profit, indicating potential challenges in the company's financial performance and market position [1][3]. Financial Performance - As of August 27, 2025, Shanying International's stock closed at 1.89 yuan, down 2.07% with a trading volume of 2.0977 million hands and a transaction amount of 402 million yuan [1]. - The company's mid-year report for 2025 revealed a main revenue of 13.842 billion yuan, a year-on-year decrease of 2.89%, and a net profit attributable to shareholders of 41.8154 million yuan, down 63.17% year-on-year [3]. - The second quarter of 2025 saw a single-quarter main revenue of 7.076 billion yuan, a decline of 6.72%, and a net profit of 900.09 thousand yuan, down 87.92% year-on-year [3]. Market Position and Ratios - Shanying International's total market value is 10.341 billion yuan, ranking 6th in the paper and printing industry, which has an average market value of 6.817 billion yuan [3]. - The company has a net asset of 16.738 billion yuan, ranking 2nd in the industry, while its net profit of 41.8154 million yuan ranks 20th [3]. - The price-to-earnings ratio (P/E) is 123.65, slightly lower than the industry average of 128.96, while the price-to-book ratio (P/B) is 0.67, significantly lower than the industry average of 3.91 [3]. Profitability Metrics - The gross margin for Shanying International is 9.51%, compared to the industry average of 13.8%, ranking 30th in the industry [3]. - The net margin stands at 0.18%, with a return on equity (ROE) of 0.28%, both of which are below the industry averages of 0.05% and 2%, respectively [3]. Capital Flow Analysis - On August 27, 2025, the net inflow of main funds was 5.6729 million yuan, accounting for 1.41% of the total transaction amount, while retail investors experienced a net outflow of 3.4925 million yuan, representing 0.87% of the total transaction amount [1][2]. - Over the past five days, the stock has seen fluctuations in fund flows, with notable net outflows from retail investors on multiple days [2].

Market Performance - Global markets continued to rise last week, with MSCI Global up by 1.5%, MSCI Developed up by 1.5%, and MSCI Emerging up by 1.3%[3] - The US stock market's earnings expectations for 2025 were revised upward, with the S&P 500 EPS forecast increased from 268 to 269[4] Economic Expectations - Global economic expectations were adjusted upward, with the Citigroup Economic Surprise Index for the US rising due to dovish signals from the Fed[4] - The issuance of new special bonds by local governments reached 2392.7 billion CNY, a year-on-year increase of 76.7%[19] Industry Insights - In the home appliance sector, TCL Electronics reported a total revenue of 54.777 billion HKD for H1 2025, a year-on-year increase of 20.4%[15] - The gaming industry saw a record high of 166 domestic game approvals in August, with a total of 1050 approvals in the first eight months of 2025, significantly higher than the previous year's 850[31] Investment Recommendations - In the home appliance sector, recommended stocks include Stone Technology and Ecovacs for their strong performance and growth potential[14] - For the construction industry, low valuation high-dividend companies such as China State Construction and China Railway Construction are recommended due to their expected benefits from PPP policy catalysts[39]