证券代码：603499 证券简称：翔港科技 公告编号：2025-030 上海翔港包装科技股份有限公司 关于公司持股 5%以上股东部分股份延长质押期限的公告 2025 年 6 月 11 日，公司完成 2024 年度权益分派，翔湾投资质押股份数量调 整为 16,800,000 股。 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： 截至本公告披露日，上海翔湾投资咨询有限公司（以下简称"翔湾投 资"）持有公司股份 59,693,340 股，占公司总股本的 19.73%。本次延长质押期 限后，翔湾投资累计质押股份不变，仍为 16,800,000 股，占其持有公司股份的 28.14%，占公司总股本的 5.55%。 截至本公告披露日，翔湾投资及其一致行动人公司控股股东、实际控制 人董建军先生、上海牧鑫资产管理有限公司——牧鑫青铜 2 号私募证券投资基金 合计持有公司股份 163,373,214 股，占公司总股本的 53.99%。本次延长质押期 限后，翔湾投资及其一致行动人累计质押股份不变，仍为 16,800,000 股，占其 ...

Core Viewpoint - The company reported significant growth in its packaging and printing business in the first half of the year, while the cosmetics segment's revenue share did not increase further, and gross margins remained stable [1] Group 1: Business Performance - The packaging and printing business experienced substantial year-on-year revenue growth [1] - The cosmetics business's contribution to total revenue did not see further improvement [1] - Gross margin levels were maintained without significant fluctuations [1] Group 2: Strategic Initiatives - The company is enhancing its cosmetics OEM business by executing a defined business development strategy and focusing on building strategic partnerships with key clients, particularly ODM customers [1] - A rolling forecast system and real-time order shipment monitoring system were established to improve business precision and service quality [1] Group 3: Product Development - The company has identified key product development strategies based on market research and competitive analysis, focusing on skincare, wax-based, and powder categories [1] - New flagship products such as water light cream, multi-use potato mud cream, and blush cream were successfully developed [1] Group 4: Operational Strategy - The company's main operational focus is on the principles of "increasing revenue" and "cost-saving" to achieve continuous business expansion and profit improvement [1]

Group 1 - The light industry is set to play a greater role in stabilizing economic growth and promoting consumption, as outlined in the "Light Industry Stabilization Growth Work Plan (2025-2026)" issued by three government departments [1] - The plan aims for significant growth in key sectors, with a focus on smart home products, elderly and infant goods, and sports and leisure fashion products, alongside the promotion of 300 upgraded and innovative products [1] - By 2024, the number of light industry enterprises is expected to reach 136,600, a 25.7% increase from 2020, with total revenue surpassing 22.96 trillion yuan, averaging a 4.22% annual growth [1] Group 2 - In the A-share market, the light industry manufacturing sector has shown strong performance, with several stocks, including Yuma Technology and Meiyingsen, hitting the daily limit up [2] - Among 166 stocks in the light industry manufacturing sector, 59 reported a year-on-year increase in net profit, with three stocks achieving over 400% growth in net profit [3] - Hai Xiang New Materials reported a net profit of 65 million yuan for the first half of the year, marking a 1099.05% increase, attributed to favorable foreign exchange gains and reduced production costs [3][4] Group 3 - The packaging and home goods sectors have shown positive profitability, with net profits increasing by 11.7% and 2.61% respectively, while the cultural and entertainment products sector experienced a slight decline [5] - The paper industry has faced challenges, transitioning from profit to loss due to supply-demand imbalances, leading to sustained low prices and pressure on profitability [5] - The light industry manufacturing sector has seen significant investment from social security funds, with 15 stocks heavily weighted, including Aorikin and Songlin Technology, which were newly added in the second quarter [5][6]

暨减持结果公告 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。 上海翔港包装科技股份有限公司 控股股东、实际控制人减持股份计划时间届满 重要内容提示： 控股股东、实际控制人持股的基本情况 本次减持计划实施前，上海翔港包装科技股份有限公司（以下简称"公司"） 控股股东、实际控制人董建军先生持有公司股份 79,313,254 股，占公司总股本的 26. 21%；董建军先生及其一致行动人上海翔湾投资咨询有限公司（以下简称"翔湾投资"）、 上海牧鑫私募基金管理有限公司——牧鑫青铜 2 号私募证券投资基金（以下简称"牧 鑫青铜 2 号"）合计持有公司股份 163,646,594 股，占公司当前总股本的 54.08%。 减持计划的实施结果情况 证券代码：603499 证券简称：翔港科技 公告编号：2025-029 二、减持计划的实施结果 2025 年 5 月 26 日，公司披露了《控股股东、实际控制人减持股份计划公告》（公 告编号：2025-014），董建军先生自该公告披露之日起 15 个交易日后的 3 个月内通过 集中竞价、大 ...

南财智讯9月17日电，翔港科技公告，控股股东、实际控制人董建军先生于2025年5月26日披露了减持股 份计划，计划在3个月内通过集中竞价和大宗交易方式减持不超过907.78万股，占公司总股本的3%。 2025年6月11日，公司完成2024年度权益分派后，董建军先生减持股份的数量调整为907.78万股，减持 比例不变。截至2025年9月17日，董建军先生实际减持29.60万股，减持总金额为542.34万元，实际减持 比例为0.10%，减持计划未完成。 ...

Core Insights - The beauty packaging industry is facing significant challenges in 2025, impacting both upstream and downstream companies [1] - Among 12 listed beauty packaging companies, half reported revenue and profit growth, while others experienced declines, highlighting a widening gap between companies [1][10] - The competitive landscape is fragmented, with revenue disparities exceeding 50 times between the largest and smallest companies [1] Revenue Performance - The top tier companies (revenue over 5 billion) include Yutong Technology, Zijiang Enterprise, and Hexing Packaging, with Yutong and Zijiang achieving revenue growth, while Hexing saw a decline of 9.52% [5][10] - The second tier (revenue between 1 billion and 5 billion) companies, including Yongxin Co., Zhongrong Co., and Lihua Technology, all reported revenue growth, with Zhongrong achieving double-digit growth [5][10] - The third tier (revenue between 500 million and 1 billion) companies, such as Shanghai Ailu, Xianggang Technology, and Jiahen Household, also showed revenue increases, with Xianggang achieving a notable growth rate of 43.76% [6][8] - The fourth tier (revenue between 100 million and 500 million) companies, including Longlide, Baixinglong, and Jinsong New Materials, displayed significant revenue differences, with Longlide growing by 20.71% while Baixinglong and Jinsong experienced declines [8][10] Profitability Analysis - Among the 12 companies, only Jinsong New Materials and Jiahen Household reported net losses, while the rest remained profitable [10] - Jinsong's net profit plummeted by 1664%, attributed to declines in both domestic and international sales, alongside rising fixed costs [14][19] - In contrast, Xianggang Technology's net profit surged by 432%, driven by market expansion and operational efficiency improvements [14][15] - Half of the companies experienced a decline in gross profit margins, with Jiahen Household's margin dropping nearly 24 percentage points [3][16] Cost and Margin Challenges - The majority of companies reported gross margins between 10% and 30%, with Baixinglong achieving the highest at 36.5% [16] - Jiahen Household's gross margin decline was primarily due to increased fixed costs and a shift towards lower-margin products [20] - Shanghai Ailu faced similar challenges, with rising raw material costs and stagnant revenue growth leading to a significant drop in net profit [20] Strategic Insights - Companies are increasingly focusing on R&D investments, with most maintaining a sales-to-R&D expense ratio of less than 1, indicating a commitment to innovation [21] - The need for supply chain upgrades is critical as consumer demands evolve, and failure to meet these demands could result in customer loss [28][29] - The industry is experiencing pressure from raw material price fluctuations, competitive pricing, and environmental regulations, necessitating strategic adjustments for survival [29][30] - Long-term success in the packaging industry will favor companies with integrated service capabilities and technological barriers, while those relying on single product lines must adapt to avoid obsolescence [15][31]

Group 1 - The company Xianggang Technology announced its participation in the "2025 Shanghai Listed Companies Collective Reception Day and Mid-Year Performance Briefing" [2] - The performance briefing is scheduled to take place on September 19, 2025 [2]

上海翔港包装科技股份有限公司 证券代码：603499 证券简称：翔港科技 公告编号：2025-028 关于参加 2025 年上海辖区上市公司集体接待日 暨中报业绩说明会的公告 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个别及连带责任。 重要内容提示： 会议召开时间：2025年9月19日(星期五)15:00—17:00 投资者可于业绩说明会召开前，访问http://ir.p5w.net/zj/进入问题征 集专题页面。公司将在业绩说明会上对投资者普遍关注的问题进行回答。 为进一步加强与投资者的互动交流，上海翔港包装科技股份有限公司（以下简 称"公司"）将参加由中国证券监督管理委员会上海监管局指导、上海上市公司协会 及深圳市全景网络有限公司联合举办的"2025年上海辖区上市公司集体接待日暨中 报业绩说明会活动"，现将有关事项公告如下： 一、说明会类型 本次业绩说明会将采用网络互动方式召开，公司将就2025年半年度业绩、公司 治理、发展战略、经营状况等与投资者进行沟通与交流，在信息披露允许的范围内 就投资者普遍关注的问题进行回答。 二、说明 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [12]. Core Insights - The company achieved a revenue of 515 million yuan in H1 2025, representing a year-on-year growth of 43.76%, and a net profit attributable to shareholders of 78.32 million yuan, up 432.14% year-on-year [1]. - The packaging segment generated 479 million yuan in revenue, a 52.85% increase year-on-year, driven by market expansion and significant growth in the packaging printing business [2]. - The cosmetics segment reported a revenue of 42.29 million yuan, down 13.52% year-on-year [2]. - The company has signed strategic cooperation agreements with several new clients, including major cosmetics and health companies, and has successfully developed new products in its subsidiaries [2]. Financial Summary - The company's gross margin improved to 28.40% in H1 2025, an increase of 7.37 percentage points year-on-year [3]. - Revenue projections for 2025-2027 are estimated at 1.117 billion yuan, 1.426 billion yuan, and 1.769 billion yuan, respectively, with net profits expected to be 152 million yuan, 204 million yuan, and 267 million yuan [3][4]. - The report indicates a significant increase in earnings per share, projected to rise from 0.31 yuan in 2024 to 0.88 yuan in 2027 [4]. Market Data - As of September 4, 2025, the company's closing price was 17.63 yuan, with a 12-month price range of 13.28 to 37.43 yuan [5]. - The total market capitalization is approximately 5.33 billion yuan [5]. Performance Metrics - The company has shown strong absolute returns of 80% over the past 12 months, outperforming the market [8]. - The projected price-to-earnings ratio is expected to decrease from 83.39 in 2024 to 19.97 in 2027, indicating improved valuation over time [4].

Group 1 - The core point of the news is that Xianggang Technology's stock price increased by 5.22% to 20.16 CNY per share, with a trading volume of 404 million CNY and a turnover rate of 6.78%, resulting in a total market capitalization of 6.1 billion CNY [1] - Xianggang Technology, established on August 30, 2006, and listed on October 16, 2017, is located in the China (Shanghai) Pilot Free Trade Zone and specializes in the research, production, and sales of packaging printing products such as color boxes and labels [1] - The company's main business revenue composition includes: packaging printing 50.39%, packaging containers 38.33%, cosmetics 7.98%, leasing 2.49%, labor services 0.48%, and others 0.33% [1] Group 2 - From the perspective of major fund holdings, one fund under GF Fund has a significant position in Xianggang Technology, with GF Xinhhe Mixed A holding 125,700 shares, accounting for 0.21% of the fund's net value, ranking as the ninth largest holding [2] - GF Xinhhe Mixed A, established on January 16, 2018, has a latest scale of 171 million CNY, with a year-to-date return of 3.43% and a one-year return of 7.52% [2] - The fund manager, Wu Di, has been in position for 5 years and 119 days, with a total asset scale of 77.42 billion CNY, achieving the best fund return of 21.49% and the worst return of 0.41% during his tenure [2]