Core Viewpoint - The company, Jiyou Co., announced that its A-share stock price has experienced a cumulative decline of 20% over three consecutive trading days, indicating abnormal trading fluctuations [1] Summary by Relevant Sections - **Stock Performance** - Jiyou Co.'s A-share stock has seen a cumulative decline of 20% over three consecutive trading days, which is classified as an abnormal fluctuation in stock trading [1] - **Company Response** - Following the stock price decline, the company conducted a self-examination and inquired with its controlling shareholder and actual controller, confirming that there are no undisclosed important information or significant matters as of the announcement date [1]

一、股票交易异常波动的具体情况 股票代码：603429 股票简称：集友股份 公告编号：2025-028 安徽集友新材料股份有限公司 股票交易异常波动公告 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个别及连带责任。 重要内容提示： 安徽集友新材料股份有限公司（以下简称"公司"）A 股股票连续三个交 易日内日收盘价格跌幅偏离值累计达到 20%，属于股票交易异常波动。 经公司自查并书面问询控股股东、实际控制人，截至本公告披露日，不 存在应披露而未披露的重要信息和重大事项。敬请广大投资者理性投资，注意投 资风险。 公司股票于 2025 年 9 月 30 日、2025 年 10 月 9 日、2025 年 10 月 10 日连续 三个交易日内日收盘价格跌幅偏离值累计达到 20%，根据《上海证券交易所交易 规则》的有关规定，属于股票交易异常波动。 二、公司关注并核实的相关情况 针对股票交易异常波动情况，公司对有关事项进行了核查，现将相关情况说 明如下： （一）生产经营情况 经公司自查，公司目前生产经营活动一切正常，公司日常经营情况及外部环 境未发 ...

从资金流向上来看，当日包装印刷板块主力资金净流出1.9亿元，游资资金净流出101.37万元，散户资金 净流入1.91亿元。包装印刷板块个股资金流向见下表： | 代码 | 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603429 | 集友股份 | | 2944.50万 | 9.30% | -38.67万 | -0.12% | -2905.84万 | -9.18% | | 603058 | 永吉股份 | 1657.81万 | | 8.78% | 117.17万 | 0.62% | -1774.98万 | -9.40% | | 002846 | 英联股份 | 1392.80万 | | 4.67% | -618.90万 | -2.08% | -773.90万 | -2.60% | | 300501 | 海顺新材 | 1058.22万 | | 9.10% | -597.18万 | -5.14% | -461.04万 | ...

Company Overview - Jiyou Co., Ltd. is located in Taihu County Economic Development Zone, Anqing City, Anhui Province, established on September 15, 1998, and listed on January 24, 2017. The company specializes in the research, production, and sales of cigarette packaging paper, sealing paper, cigarette labels, and aluminum foil products. The main business revenue composition is 96.85% from packaging printing products and 3.15% from others [1]. Stock Performance - On September 25, Jiyou's stock price increased by 2.03%, reaching 13.55 CNY per share, with a trading volume of 161 million CNY and a turnover rate of 2.30%, resulting in a total market capitalization of 7.107 billion CNY [1]. - Year-to-date, Jiyou's stock price has risen by 116.45%, with a 19.28% increase over the last five trading days, 37.84% over the last 20 days, and 44.15% over the last 60 days [1]. - The company has appeared on the daily trading leaderboard seven times this year, with the most recent appearance on September 22, where it recorded a net purchase of 4.642 million CNY [1]. Financial Performance - For the first half of 2025, Jiyou reported an operating income of 10.4 million CNY, a year-on-year decrease of 63.38%. The net profit attributable to shareholders was -1.3871 million CNY, showing a year-on-year increase of 97.99% [2]. - Since its A-share listing, Jiyou has distributed a total of 325 million CNY in dividends, with 75.3878 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, Jiyou had 14,400 shareholders, a decrease of 4.94% from the previous period, with an average of 36,435 circulating shares per shareholder, an increase of 5.20% [2].

Group 1 - The stock of Jiyou Co., Ltd. (603429) reached the daily limit, with a turnover rate of 3.87% and a transaction amount of 252 million yuan, showing a fluctuation of 9.86% [2] - The stock was listed on the Shanghai Stock Exchange's daily limit deviation list due to a deviation value of 9.82%, with a net buying amount of 4.642 million yuan from brokerage seats [2] - In the past six months, the stock has appeared on the daily limit list seven times, with an average price drop of 2.57% the next day and an average drop of 6.69% over the following five days [2] Group 2 - The company reported a revenue of 104 million yuan in the first half of the year, a year-on-year decrease of 63.38%, and a net profit of -1.3871 million yuan [3] - The top five buying brokerage seats on the day included Huaxin Securities, Shanghai Securities, and others, with the largest buying amount being 11.9552 million yuan from Huaxin Securities [3] - The top selling brokerage seat was Guotai Haitong Securities, with a selling amount of 12.2838 million yuan [3]

Market Performance - The packaging and printing sector increased by 0.52% on September 22, with Hai Shun New Materials leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Top Gainers - Hai Shun New Materials (300501) closed at 18.09, up 10.37% with a trading volume of 161,500 shares and a turnover of 284 million yuan [1] - Ji You Co., Ltd. (603429) closed at 12.93, up 10.04% with a trading volume of 203,200 shares and a turnover of 252 million yuan [1] - Da Sheng Da (603687) closed at 9.45, up 4.42% with a trading volume of 297,300 shares and a turnover of 277 million yuan [1] Market Capital Flow - The packaging and printing sector experienced a net outflow of 92.57 million yuan from institutional investors, while retail investors saw a net outflow of 37.41 million yuan [2] - Speculative funds had a net inflow of 130 million yuan into the sector [2] Individual Stock Capital Flow - Ji You Co., Ltd. (603429) had a net inflow of 59.92 million yuan from institutional investors, while retail investors experienced a net outflow of 33.44 million yuan [3] - Mei Ying Sen (002303) saw a net inflow of 39.87 million yuan from institutional investors and a net outflow of 98.22 million yuan from retail investors [3] - Da Sheng Da (603687) had a net inflow of 29.47 million yuan from institutional investors, with retail investors experiencing a net outflow of 22.36 million yuan [3]

Group 1 - The core point of the article is that Jiyou Co., Ltd. (603429) announced a plan to reduce its holdings by up to 10.48 million shares, accounting for 2% of its total share capital, through centralized bidding [1] - The shares being reduced are part of the company's two repurchase plans from 2024, which collectively accounted for 6.04% of the total shares and were executed at advantageous prices, resulting in significant profits [1] - As of September 20, the floating profit from the first repurchase reached 117%, while the second repurchase saw a floating profit of 207%, with a total floating profit of approximately 147% and a monetary gain of about 220 million yuan [1] Group 2 - Despite a strong stock performance over the past year, the company faces operational challenges, reporting a revenue of 104 million yuan in the first half of 2025, a year-on-year decline of 63.38% [1] - The net profit for the same period was -1.3871 million yuan, indicating continued losses, attributed to a decrease in revenue from cigarette packaging printing and a reduction in the scope of consolidation due to the disposal of a subsidiary in the previous year [1]

Core Viewpoint - Jiyou Co., Ltd. plans to reduce its holdings by up to 10.48 million shares, accounting for 2% of its total share capital, through centralized bidding, as part of its 2024 share repurchase plans [1][3][10] Summary by Sections Share Repurchase and Reduction - The company aims to complete the share reduction between October 20, 2025, and April 19, 2026, to fulfill the purposes outlined in the repurchase report [3] - The shares being reduced are part of the company's two repurchase plans from 2024, which totaled 6.04% of the shares [4][10] Repurchase Details - The first repurchase plan was announced on February 6, 2024, where 18.6 million shares were bought back at an average price of 5.41 CNY per share, totaling approximately 100.65 million CNY [3][4] - The second repurchase plan was announced on June 7, 2024, with 13.09 million shares repurchased at an average price of 3.83 CNY per share, amounting to about 50.17 million CNY [4] Financial Performance - The company achieved a floating profit of approximately 2.2 billion CNY from the repurchased shares, with floating profits of 117% from the first repurchase and 207% from the second [5] - Despite the successful repurchase and subsequent share price increase, the company reported a net loss of 72.46 million CNY in 2024, marking its first loss since its listing in 2017 [9] Market Impact and Future Outlook - The repurchase actions were taken during a market downturn, effectively stabilizing market confidence, and the stock price saw a significant increase post-repurchase [4][10] - The company continues to face operational challenges, with a 63.38% year-on-year decline in revenue in the first half of 2025, amounting to 10.4 million CNY [9]

Core Viewpoint - Jiyou Co., Ltd. plans to reduce its holdings by up to 10.48 million shares (2% of total share capital) through centralized bidding, as part of its 2024 share repurchase plans, which have previously yielded significant profits [1][2][4]. Group 1: Share Repurchase and Reduction - The company announced a share reduction plan from October 20, 2025, to April 19, 2026, to fulfill the purposes outlined in the repurchase report, with proceeds aimed at supplementing working capital [2][5]. - Jiyou Co., Ltd. executed two repurchase plans in 2024, acquiring a total of 6.04% of its shares, with the first plan resulting in the repurchase of 18.6 million shares at an average price of 5.41 CNY per share, and the second plan repurchasing 13.09 million shares at an average price of 3.83 CNY per share [2][3]. Group 2: Financial Performance and Market Impact - The company achieved a floating profit of approximately 2.2 billion CNY from its repurchased shares, with the first repurchase yielding a floating profit of 117% and the second 207% [4][5]. - Despite the strong performance of its stock, Jiyou Co., Ltd. faced operational challenges, reporting a net loss of 72.45 million CNY in 2024, marking its first loss since its listing in 2017 [4][5]. - In the first half of 2025, the company reported a revenue decline of 63.38% year-on-year, with a net loss of 138.71 million CNY, attributed to decreased revenue from cigarette packaging and a reduction in the scope of consolidation due to the disposal of a subsidiary [5].

9月19日，集友股份盘中上涨2.02%，截至10:34，报11.59元/股，成交1.20亿元，换手率2.03%，总市值 60.79亿元。 分红方面，集友股份A股上市后累计派现3.25亿元。近三年，累计派现7538.78万元。 资金流向方面，主力资金净流出1050.07万元，特大单买入775.73万元，占比6.44%，卖出2008.98万元， 占比16.68%；大单买入3423.19万元，占比28.43%，卖出3240.01万元，占比26.91%。 集友股份今年以来股价涨85.14%，近5个交易日跌0.52%，近20日涨18.14%，近60日涨23.82%。 资料显示，安徽集友新材料股份有限公司位于安徽省安庆市太湖县经济开发区，成立日期1998年9月15 日，上市日期2017年1月24日，公司主营业务涉及从事烟用接装纸、烟用封签纸、烟标产品及电化铝的 研发、生产及销售。主营业务收入构成为：包装印刷品96.85%，其他3.15%。 集友股份所属申万行业为：轻工制造-包装印刷-纸包装。所属概念板块包括：烟标、储能、电子烟、融 资融券、小盘等。 截至6月30日，集友股份股东户数1.44万，较上期减少4.94%；人均流 ...