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].

Group 1 - The core viewpoint of the news highlights the recent stock performance and trading activity of Jiyou Co., Ltd., indicating a significant increase in stock price this year, with an 85.14% rise year-to-date [1] - As of September 19, Jiyou's stock price reached 11.59 CNY per share, with a total market capitalization of 6.079 billion CNY [1] - The company has experienced a net outflow of main funds amounting to 10.50 million CNY, with large orders showing mixed buying and selling activity [1] Group 2 - Jiyou Co., Ltd. operates in the light industry manufacturing sector, specifically in packaging and printing, with a focus on tobacco-related products [2] - As of June 30, the number of shareholders decreased by 4.94% to 14,400, while the average circulating shares per person increased by 5.20% to 36,435 shares [2] - For the first half of 2025, Jiyou reported a revenue of 10.4 million CNY, a year-on-year decrease of 63.38%, while the net profit attributable to the parent company was -1.39 million CNY, reflecting a 97.99% increase year-on-year [2] Group 3 - Since its A-share listing, Jiyou has distributed a total of 325 million CNY in dividends, with 75.39 million CNY distributed over the past three years [3]

Mergers and Acquisitions - Anhui Heli plans to acquire 51% equity of Anhui Jianghuai Heavy Industry for a cash consideration of 274 million yuan, making Jianghuai Heavy Industry a subsidiary of Anhui Heli after the transaction [1] Shareholding Changes - Jida Zhengyuan's shareholder, Shanghai Yunxin, intends to reduce its stake by up to 3%, equating to a maximum of 5.652 million shares, during the period from October 21, 2025, to January 20, 2026 [2] - Yao Shi Technology's shareholder, Zhou Quan, plans to reduce his stake by up to 1%, which amounts to a maximum of 2.3296 million shares, between September 24, 2025, and December 23, 2025 [3] - Chunfeng Power's controlling shareholder and related parties plan to collectively reduce their stake by up to 2% of the total share capital within three months after the announcement due to funding needs [4] - Jiyou Co., Ltd. intends to reduce its repurchased shares by up to 2%, which corresponds to a maximum of 10.48 million shares, within six months after the announcement [5] Risk Matters - *ST Chuangxing announced that its chairman, Liu Peng, is currently cooperating with an investigation by the public security bureau, although the investigation is unrelated to the company [6]

Core Viewpoint - On September 18, a total of 16 A-share listed companies disclosed share reduction plans, with no companies announcing share increases on the same day [1]. Summary by Category Share Reduction Plans - Fengzhao Technology: Shanghai Huaxin plans to reduce no more than 3% of the company's shares [2] - Weike Technology: Some directors and senior management plan to reduce no more than 0.1807% of the company's shares [2] - Yanpuwen: Vice Chairman and General Manager Zhang Dingkai plans to reduce no more than 0.87% of the company's shares [2] - Xidamen: Controlling shareholder's concerted action party plans to reduce no more than 0.0821% of shares [2] - Jida Zhengyuan: The third largest shareholder, Shanghai Yunxin, plans to reduce no more than 3% of the company's shares [2] - Yaoshi Technology: Shareholders plan to reduce no more than 1% of the company's shares [2] - Fuchun Dyeing: Shareholders Fuchun Investment and Qinhui Investment plan to reduce no more than 1% of the company's shares [2] - Inno Laser: Shareholder Hongcui Investment reduced a total of 1.4647 million shares from July 16 to September 17 [2] - Zhengqiang Co.: Controlling shareholder plans to transfer 8.9% of shares [2] - Chunfeng Power: Controlling shareholder and concerted action party plan to reduce no more than 2% of the company's shares [2] - Shenling Environment: Zhongcheng Investment reduced a total of 2.3333 million shares from September 3 to September 17 [2] - Tongzhou Electronics: Shareholder with over 5% stake, Ruizhong Life Insurance, completed the reduction plan [2] - Nanya New Materials: One of the actual controllers, Bao Xiuyin, reduced a total of 2.1885 million shares from September 16 to September 18 [2] - Shenghui Integration: Shareholder Suzhou Shengzhan plans to reduce no more than 0.62% of the company's shares [2] - Jinghua New Materials: Some senior management reduced a total of 141,000 shares on September 16 [2] - Jiyou Co.: Plans to reduce no more than 2% of the total repurchased shares [2]

Core Viewpoint - On September 18, no A-share listed companies disclosed any increase in shareholding, while 16 companies announced share reductions, indicating a trend of selling among major shareholders [1]. Group 1: Companies with Share Reductions - Fengzhao Technology: Shanghai Huaxin plans to reduce its stake by no more than 3% [2] - Weike Technology: Some directors and senior management plan to reduce their holdings by no more than 0.1807% [2] - Yanwenquan: Vice Chairman and General Manager Zhang Dingkai plans to reduce his stake by no more than 0.87% [2] - Xidamen: Controlling shareholder's concerted action plans to reduce holdings by no more than 0.0821% [2] - Jida Zhengyuan: The largest shareholder Shanghai Yunxin plans to reduce its stake by no more than 3% [2] - Yaoshi Technology: Shareholders plan to reduce their holdings by no more than 1% [2] - Fuchun Dyeing: Shareholders Fuchun Investment and Qinhui Investment plan to reduce their holdings by no more than 1% [2] - Inno Laser: Shareholder Hongzi Investment reduced its holdings by 1.4647 million shares from July 16 to September 17 [2] - Zhengqiang Co.: Controlling shareholder plans to transfer 8.9% of shares [2] - Chunfeng Power: Controlling shareholder and concerted parties plan to reduce holdings by no more than 2% [2] - Shenling Environment: Zhongcheng Investment reduced its holdings by 2.3333 million shares from September 3 to September 17 [2] - Tongzhou Electronics: Major shareholder Ruizhong Life Insurance completed its reduction plan [2] - Nanya New Materials: One of the actual controllers, Bao Xiuyin, reduced his holdings by 2.1885 million shares from September 16 to September 18 [2] - Shenghui Integration: Shareholder Suzhou Shengzhan plans to reduce holdings by no more than 0.62% [2] - Jinghua New Materials: Some senior management reduced their holdings by a total of 141,000 shares on September 16 [2] - Jiyou Co.: Plans to reduce no more than 2% of the total repurchased shares [2] Group 2: Market Signals - The formation of a MACD golden cross signal suggests a positive trend for certain stocks [1]

Group 1 - Company Anhui Jiyou New Materials Co., Ltd. plans to reduce its repurchased shares by up to 10.48 million shares, accounting for 2% of the total shares, to supplement its working capital [1][4] - The company has conducted two share repurchase programs in 2024, totaling 31.69 million shares, which is 6.04% of the total shares [2][3] - The first repurchase occurred from February 6 to April 30, 2024, with 18.6 million shares bought back, representing 3.55% of total shares, while the second repurchase took place from June 14 to September 5, 2024, with 13.09 million shares, or 2.5% of total shares [2] Group 2 - The planned reduction of shares will occur within six months from October 20, 2025, to April 19, 2026, and will adhere to relevant regulations regarding price, trading time, and quantity [3][4] - The company acknowledges potential uncertainties that may affect the completion of the share reduction plan, including market conditions [4] - Proceeds from the share reduction will be used to enhance the company's liquidity, and any price difference from the repurchase will impact the capital reserve without affecting current profits [4]

证券代码：603429 证券简称：集友股份 公告编号：2025-027 安徽集友新材料股份有限公司 关于集中竞价减持公司已回购股份计划的公告 本公司董事会、全体董事及相关股东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： 回购股份的基本情况 为了维护公司价值及股东权益，安徽集友新材料股份有限公司（以下简称 "公司"）2024 年经董事会批准进行了两次股份回购。 经第三届董事会第十七次会议审议批准（具体详见公司于指定信息披露媒体 发布的《关于以集中竞价交易方式回购股份方案暨回购报告书的公告》，公告编 号：2024-001），第一次回购于 2024 年 2 月 6 日至 2024 年 4 月 30 日期间实施， 回购股份数量为 18,600,000 股，占公司股份总数的比例 3.55%（回购结果详见 《关于回购股份实施结果暨股份变动的公告》，公告编号：2024-022）。 经第三届董事会第二十一次会议批准（具体详见公司于指定信息披露媒体发 布的《关于以集中竞价交易方式回购股份方案暨回购报告书的公告》，公告编号： 2024-025），第二 ...