Core Viewpoint - Dongfeng Group's stock price has shown fluctuations, with a year-to-date increase of 18.59% but a recent decline of 1.87% over the last five trading days [2] Financial Performance - As of June 30, 2025, Dongfeng Group reported a revenue of 604 million yuan, a year-on-year decrease of 12.37%, while the net profit attributable to shareholders was -61.31 million yuan, reflecting a year-on-year increase of 52.87% [2] - The company has cumulatively distributed 4.134 billion yuan in dividends since its A-share listing, with 46.0741 million yuan distributed over the past three years [3] Stock Market Activity - On September 15, Dongfeng Group's stock price fell by 2.07%, trading at 4.72 yuan per share with a total market capitalization of 8.847 billion yuan [1] - The stock has been active in the market, appearing on the "Dragon and Tiger List" three times this year, with the most recent occurrence on January 24 [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 35,600, with an average of 52,617 circulating shares per person, a decrease of 0.89% from the previous period [2] - Hong Kong Central Clearing Limited is the ninth largest circulating shareholder, holding 12.9195 million shares, an increase of 2.2956 million shares from the previous period [3] Business Overview - Dongfeng Group, established on December 30, 1983, specializes in the design, production, and sales of cigarette labels and related packaging materials, with its main revenue sources being pharmaceutical packaging (41.31%), membrane new materials (34.19%), and paper products (14.47%) [2]

Group 1 - The core point of the article is that Dongfeng Group has announced a share buyback program, having repurchased a total of 12,693,304 shares, which represents approximately 0.68% of the company's total share capital [1] - The highest price at which the shares were repurchased was RMB 4.85 per share, while the lowest price was RMB 3.03 per share [1] - The total amount paid for the share buyback reached RMB 50,132,123.16, exceeding the lower limit of the expected buyback amount of RMB 50 million [1]

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 | 2024/9/10 | | --- | --- | | 回购方案实施期限 | 待股东大会审议通过后 12 个月 | | 预计回购金额 | 5,000万元~10,000万元 | | 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 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 12,693,304股 | | 累计已回购股数占总股本比例 | 0.68% | | 累计已回购金额 | 50,132,123.16元 | | 实际回购价格区间 | 3.03元/股~4.85元/股 | 一、回购股份的基本情况 广东东峰新材料集团股份有限公司（以下简称"公司"）于 2024 年 9 月 9 日 召开的第五届董事会第十六次会议及于 2024 年 9 月 20 日召开的 2024 年第三次临 时股东大会，已分别审议通过了《关于以集中竞价交易方式回购股份方案的议案》， 同意公司使用自 ...

格隆汇9月10日丨东峰集团(601515.SH)公布，截至2025年9月10日，公司通过上海证券交易所交易系统 以集中竞价交易方式累计回购股份的数量为12,693,304股，占公司当前总股本的比例约为0.68%，回购 成交的最高价为人民币4.85元/股，最低价为人民币3.03元/股，已支付的总金额为人民币50,132,123.16元 （不含交易费用），实施回购的总金额已超过预计回购金额的下限即人民币5,000万元。 ...

Group 1 - Dongfeng Group announced a share repurchase plan, having repurchased approximately 12.69 million shares, accounting for about 0.68% of the total share capital, with a total expenditure of approximately RMB 50.13 million [1] - The highest repurchase price was RMB 4.85 per share, while the lowest was RMB 3.03 per share, exceeding the lower limit of the expected repurchase amount of RMB 50 million [1] - As of the report date, Dongfeng Group's market capitalization stands at RMB 8.9 billion [1] Group 2 - For the first half of 2025, Dongfeng Group's revenue composition is as follows: pharmaceutical packaging 41.31%, membrane new materials 34.19%, paper products 14.47%, other businesses 6.53%, and others 3.06% [1]

Group 1 - Dongfeng Group announced the resignation of its Vice President and Secretary of the Board, with the financial director Li Zhijun acting as the interim secretary for three months [2] - As of September 8, 2025, the interim role of Li Zhijun has concluded, and the Chairman Su Kai will now assume the duties of the Secretary of the Board due to the vacancy exceeding three months [2]

截至 2025 年 9 月 8 日，李治军先生代行董事会秘书职责已满三个月。根据《上 海证券交易所股票上市规则》等有关规定，公司董事会秘书空缺时间超过 3 个月 的，董事长应当代行董事会秘书职责。因此自本公告披露之日起，由公司董事长 苏凯先生代行董事会秘书职责。公司将按照相关规定，尽快完成董事会秘书的聘 任工作并及时履行信息披露义务。 特此公告。 广东东峰新材料集团股份有限公司 董事会 2025 年 9 月 9 日 证券代码：601515 证券简称：东峰集团 公告编号：临 2025-066 广东东峰新材料集团股份有限公司 关于董事长代行董事会秘书职责的公告 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。 广东东峰新材料集团股份有限公司（以下简称"公司"）于 2025 年 6 月 10 日披露了《关于集团副总裁兼董事会秘书离任的公告》（公告编号：2025-033）， 公司董事会在聘任新的董事会秘书前，指定公司集团财务总监李治军先生代行董 事会秘书职责。 ...

Core Insights - The automotive industry in China is experiencing intensified price wars and a collective commitment from 17 companies to reduce supplier payment terms to no more than 60 days to alleviate cash flow pressures on component manufacturers [2][4][8] Group 1: Industry Overview - The first half of 2025 saw a significant increase in accounts payable turnover days among major automotive companies, with an average of 187.97 days, up from 175.75 days at the end of 2024, indicating a trend of extended payment periods [4][6] - Out of 18 major passenger car manufacturers, 12 experienced an increase in payment terms, while only 6 managed to shorten them, highlighting a broader industry trend towards longer payment cycles [4][5] Group 2: Company-Specific Changes - Among the companies, Xpeng Motors had the most significant reduction in accounts payable turnover days, decreasing by 63 days to 170 days, while Seres saw the largest increase, with a rise of 101 days to 266 days [5][6] - BYD's accounts payable turnover days increased by 15 days to 142 days, while NIO's increased by 23 days to 220 days, reflecting a common trend of extended payment terms across the industry [6][12] Group 3: Cash Flow and Financial Health - The cash reserves of many companies are insufficient to cover their accounts payable, with only Jiangling Motors and Haima Automotive having cash reserves that exceed their payables [10][11] - Companies like BYD and Geely are facing significant cash shortfalls, with BYD having a deficit of 805.86 million and Geely 462.61 million, indicating a critical cash flow challenge in meeting supplier payments [11][12] - The shift to a 60-day payment term has led to increased cash flow pressures, as companies like Li Auto reported a negative free cash flow of 38 million, exacerbating their financial strain [9][10]

（文章来源：证券日报） 证券日报网讯 9月1日晚间，东峰集团发布公告称，2025年8月份，公司通过上海证券交易所交易系统以 集中竞价交易方式累计回购股份的数量为2，305，400股，占公司当前总股本的比例约为0.12%。 ...

Summary of Key Points Core Viewpoint - Dongfeng Group (601515.SH) has announced a share buyback program, indicating a commitment to returning value to shareholders and potentially signaling confidence in the company's future performance [1] Group 1: Share Buyback Details - As of August 31, 2025, the company has repurchased a total of 9,986,104 shares through the Shanghai Stock Exchange, representing approximately 0.53% of the company's current total share capital [1] - The highest price paid for the repurchased shares was RMB 4.68 per share, while the lowest price was RMB 3.03 per share [1] - The total amount spent on the share buyback, excluding transaction fees, is RMB 37,366,650.16 [1]