证券日报网讯1月22日，众鑫股份（603091）在互动平台回答投资者提问时表示，2026年为提升国内的 产能利用率，公司将持续加大对非美市场的开发，其中就包含提升欧洲市场的占有率。 ...

证券日报网1月20日讯，众鑫股份（603091）在接受调研者提问时表示，目前国内产能的利用率在50% 左右，经过三个季度的非美市场开发，2026年公司有信心进一步提高国内产能的利用率。 ...

证券日报网1月20日讯，众鑫股份（603091）在接受调研者提问时表示，公司将持续不断地进行技术研 发与攻关，设备升级已经列入公司2026年的计划，将分批次分阶段、结合公司生产订单，有序地开展设 备的更新与技术升级，通过"设备的更新与技术升级"，提高单位生产时间内的工作效率，进一步下降工 厂的生产成本，增强产品的竞争力，促进市场份额的增长。 ...

证券日报网1月20日讯，众鑫股份（603091）在接受调研者提问时表示，美国是现在和未来纸浆模塑产 品的重要消费市场。计划到美国投资是全球化战略的一部分，也是公司销售和研发前置的一个重要布 置，泰国工厂的建立，已经为公司积累了一定的经验。此外，在美国制造的产品在参与比较特定的市场 招标时具有一定的优势，也有利于进一步加快纸浆模塑产品在美国市场的提升。具体情况请查阅公司 《第二届董事会第九次会议决议公告》《关于海外孙公司对美投资年产2万吨纸浆模塑餐具项目的公 告》。美国工厂的建设进展情况，今后将以公告的方式对外统一发布，敬请关注。 ...

证券日报网1月20日讯，众鑫股份（603091）在接受调研者提问时表示，崇左市为广西甘蔗第一大种植 地区，具有丰富的原材料和燃料资源。如：原材料方面：因便利的交通及就近优势，可以直接利用半成 品浆，节约了仓储和运输的费用。在燃料方面：龙州有丰富的农林废弃物(桉树皮、甘蔗叶、秸秆等)， 公司收集这些农林废弃物作为生物质燃料，降低了能源成本。另外，崇左众鑫是众鑫股份在国内最新投 资的项目，设备的高稳定性、高产出率、低能耗方面也有大幅提升，形成了良好的设备驾动率，这些因 素的叠加，构成了崇左众鑫的成本优势。 ...

证券日报网讯 1月14日，众鑫股份在互动平台回答投资者提问时表示，公司泰国生产基地对美出口产品 严格遵循原产地规则，当前核心原辅材料主要源自泰国本地及非中国区域，整个产品工艺流程在泰国工 厂完成，符合泰国现行原产地规则，已获取原产地证书。公司将密切关注美国贸易政策的调整，在合法 合规范围内开展公司生产经营。 （文章来源：证券日报） ...

证券日报网讯1月12日，众鑫股份（603091）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司股东户数为4406户。 ...

Group 1 - The core viewpoint of the article is that Zhongxin Co. plans to build a factory in the United States to enhance its global competitiveness, following its early layout of a factory in Thailand in 2023, which provides a first-mover advantage [1] - The company has accelerated its overseas construction efforts in response to the U.S. imposing anti-dumping and countervailing duties on Chinese pulp molded products, with a planned capacity of 100,000 tons in Thailand expected to reach full production by 2026 [1] - The construction of the U.S. base is expected to replicate the success of the Thailand facility, with increased R&D efforts and upgrades in production line automation anticipated, indicating a promising outlook for the company [1] Group 2 - As a leading enterprise in pulp molded food containers, the company maintains strong profitability, and its proactive overseas base layout is expected to support short-term performance recovery and long-term market share growth amid fluctuating trade policies [1] - Due to the gradual release of new capacities by competitors in Southeast Asia, the average price of overseas products may experience fluctuations in 2026, leading to a slight downward adjustment in profit expectations for 2026-2027 [1] - The company’s projected net profit attributable to shareholders for 2025-2027 is estimated to be 302 million, 550 million, and 704 million yuan respectively, with year-on-year changes of -7%, +82%, and +28%, while maintaining a "buy" rating [1]

Group 1: Strategy Research - The report highlights a differentiated macroeconomic environment, with significant growth in tourism and cultural sectors during the New Year period, alongside notable increases in inbound and outbound travel demand [2][9] - The technology hardware and certain industrial raw materials continue to see price increases, driven by trends in the AI industry and tight supply in chemical and non-ferrous materials [2][9] - The real estate and durable goods sectors remain under pressure, with weak demand in the real estate construction chain [2][9] Group 2: Tourism and Travel - During the 2026 New Year holiday (January 1-3), daily cross-regional personnel flow in China reached 198 million, a year-on-year increase of 19.5%, with daily inbound and outbound travel averaging 2.205 million, up 28.6% year-on-year [3][10] - Domestic daily tourism participation and revenue increased by 5.2% and 6.3% respectively compared to the 2024 New Year holiday, with average spending per person rising by 1.1% [3][10] - The improvement in tourism demand is attributed to optimized service supply and the implementation of vacation policies, as well as enhanced inbound travel policies [3][10] Group 3: Downstream Consumption - The price of live pigs increased by 3.9% as of December 28, driven by improved downstream demand due to New Year stocking [4][11] - In 30 major cities, the transaction area of commercial housing decreased by 26.0% year-on-year, with first, second, and third-tier cities seeing declines of 31.8%, 14.0%, and 45.5% respectively [4][11] - The average daily retail of passenger cars fell by 12% year-on-year, indicating a continued decline in the automotive circulation industry [4][11] Group 4: Technology and Manufacturing - The electronic industry remains buoyant, with AI infrastructure investments driving growth; as of January 2, the average spot prices for DRAM memory (DDR3, DDR4, DDR5) increased by 2.6%, 6.0%, and 7.1% respectively [5][12] - Chemical raw material prices are showing mixed performance, with PX prices rising by 6.4% while PTA prices fell by 0.3%; lithium carbonate prices increased by 5.9% due to supply concerns [5][12] - Coal prices stabilized with a 0.9% increase, while industrial metal prices continued to rise due to supply disruptions and expectations of interest rate cuts [5][12] Group 5: Company Announcements - The report discusses Zhongxin Co., Ltd. (603091) planning to establish a wholly-owned manufacturing base in the U.S., with an investment of up to $36 million for a project producing 20,000 tons of pulp molded tableware annually [13][14] - The company maintains its earnings forecast, projecting EPS of 3.32, 5.65, and 7.37 yuan for 2025-2027, and sets a target price of 99.68 yuan, maintaining an "Accumulate" rating [13][14] - The company is focusing on enhancing its supply chain resilience and expanding its overseas production capacity to adapt to market demands [14][15]

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with significant growth percentages noted for众鑫股份, 瑞迈特, and 环旭电子 [1][2] - The companies with the highest target price increases are众鑫股份 (28.45%), 瑞迈特 (20.80%), and 环旭电子 (11.07%), which belong to the packaging printing, medical devices, and consumer electronics industries respectively [1][2] - On January 7, a total of 16 listed companies received broker recommendations, with众鑫股份 receiving recommendations from 2 brokers, while联美控股 and金财互联 received recommendations from 1 broker each [2][4] Group 2 - On January 7, two companies received their first coverage ratings: 联美控股 was rated "增持" (Buy) by 国投证券, and 前沿生物 was rated "推荐" (Recommended) by 国联民生证券 [4][5] - The closing price for众鑫股份 was reported at 77.60 yuan, and it is categorized under the packaging printing industry [4] - The first coverage ratings indicate a positive outlook for both newly covered companies, suggesting potential investment opportunities in the electric power and chemical pharmaceutical sectors [5]